LNG

Asia Leaders

Tengku Muhammad Taufik Has Extended PETRONAS's LNG Commitments into the 2040s. Lower Profit Makes the Capital Choice Harder

PETRONAS is locking in LNG supply and customers well into the 2040s while earnings are under pressure. Tengku Muhammad Taufik must keep the capital programme selective.

Asia Leaders

Tengku Muhammad Taufik Is Rebuilding PETRONAS for Energy Volatility. Malaysia Still Needs the Cash

PETRONAS faces lower profit, volatile supply routes and a costly transition portfolio. Tengku Muhammad Taufik must keep Malaysia’s national energy company investable and dependable.

Asia Leaders

Wael Sawan Put Returns Back at the Centre of Shell. Now He Has to Prove the Transition Still Fits

Wael Sawan has restored strategic clarity at Shell through cost discipline, shareholder returns and a sharper LNG focus. The harder task is building a transition business large enough to alter the group’s direction.

Asia Leaders

Sultan Ahmed Al Jaber Is Building ADNOC for an Energy Transition That Adds Before It Subtracts

Sultan Ahmed Al Jaber is turning ADNOC, XRG and Masdar into a single thesis about energy security, industrial power and decarbonisation. Its credibility will be determined by capital allocation, not rhetoric.