Jamie Smyth
@jamiesmythft.bsky.social
US energy editor Financial Times based in NYC - after reporting stints in Sydney, Dublin and Brussels.
Venture Global says Shell waged ‘campaign’ to damage its LNG business in a Thanksgiving holiday note to staff, which toasts $28bn sales deals won in a month on.ft.com/48rOqWS @financialtimes.com
Venture Global says Shell waged ‘campaign’ to damage its LNG business
[FREE TO READ] US producer escalates rivalry with European oil firm
on.ft.com
November 26, 2025 at 1:58 PM
Venture Global says Shell waged ‘campaign’ to damage its LNG business in a Thanksgiving holiday note to staff, which toasts $28bn sales deals won in a month on.ft.com/48rOqWS @financialtimes.com
Exxon takes on EU and US lawmakers over a plastics recycling technology it warns will be stalled without regulatory changes. Critics call chemical recycling a "greenwashing" tool of little benefit on.ft.com/44qvcPR @financialtimes.com
Exxon takes on lawmakers over plastics recycling technology
[FREE TO READ] The oil major is suing green groups and the California attorney-general over ‘greenwashing’ claims
on.ft.com
November 25, 2025 at 2:01 PM
Exxon takes on EU and US lawmakers over a plastics recycling technology it warns will be stalled without regulatory changes. Critics call chemical recycling a "greenwashing" tool of little benefit on.ft.com/44qvcPR @financialtimes.com
Amazon’s X-energy closes one of the largest fundraisings by a reactor developer, as investors bet big on nuclear energy. It has signed deals to deliver almost 150 SMRs in the US and UK on.ft.com/49D7TpB @financialtimes.com
Amazon’s X-energy gets backing from Jane Street as investors bet big on nuclear
[FREE TO READ] Reactor developer closes fundraising round as markets expect atomic energy will power the AI boom
on.ft.com
November 24, 2025 at 1:04 PM
Amazon’s X-energy closes one of the largest fundraisings by a reactor developer, as investors bet big on nuclear energy. It has signed deals to deliver almost 150 SMRs in the US and UK on.ft.com/49D7TpB @financialtimes.com
Export-Import Bank to spend $100bn in drive to deliver Donald Trump's US energy dominance agenda @financialtimes.com on.ft.com/48flzVo
Export-Import Bank to spend $100bn to achieve US energy dominance
[FREE TO READ] New chief floats deals in Egypt, Pakistan and Europe as the agency backs away from renewables under Donald Trump
on.ft.com
November 23, 2025 at 6:09 PM
Export-Import Bank to spend $100bn in drive to deliver Donald Trump's US energy dominance agenda @financialtimes.com on.ft.com/48flzVo
Could an emerging technology called methane pyrolysis finally unlock clean hydrogen’s potential? Exxon, BASF and a host of US start-ups are working to scale it up @financialtimes.com on.ft.com/486TgIy
Could an emerging technology unlock clean hydrogen’s potential?
[FREE TO READ] Recent breakthroughs in developing methane pyrolysis are a sign the fuel will have a role in decarbonising industry
on.ft.com
November 20, 2025 at 1:48 PM
Could an emerging technology called methane pyrolysis finally unlock clean hydrogen’s potential? Exxon, BASF and a host of US start-ups are working to scale it up @financialtimes.com on.ft.com/486TgIy
Green groups sue to block Trump’s first oil lease auction in the US Gulf, setting up a legal test of his plans to expand drilling in coastal waters on.ft.com/3X0yghR @financialtimes.com
Green groups sue to block Trump’s first oil lease auction in US Gulf
[FREE TO READ] Complaint cites involvement of former energy industry lobbyist in decision-making process
on.ft.com
November 18, 2025 at 9:23 PM
Green groups sue to block Trump’s first oil lease auction in the US Gulf, setting up a legal test of his plans to expand drilling in coastal waters on.ft.com/3X0yghR @financialtimes.com
The oil industry is rolling out new drilling tech and embracing Trump's regulatory bonfire to boost production in the Gulf of Mexico, in a push that will slow the energy transition @financialtimes.com on.ft.com/3XkJ4Yl
The revival of deep-sea drilling in the Gulf of Mexico
[FREE TO READ] New technologies and regulatory reforms have boosted the offshore industry, 15 years after the Deepwater Horizon catastrophe
on.ft.com
November 17, 2025 at 1:37 PM
The oil industry is rolling out new drilling tech and embracing Trump's regulatory bonfire to boost production in the Gulf of Mexico, in a push that will slow the energy transition @financialtimes.com on.ft.com/3XkJ4Yl
Exxon to ‘pace’ its planned $30bn spending on low-carbon projects blaming weak customer demand and bad government policies on.ft.com/442io1Y @financialtimes.com
Exxon to ‘pace’ low-carbon spending blaming weak demand and bad policies
[FREE TO READ] CEO Darren Woods says rules reminiscent of ‘centrally planned economies’ have failed to support green products
on.ft.com
November 9, 2025 at 5:06 PM
Exxon to ‘pace’ its planned $30bn spending on low-carbon projects blaming weak customer demand and bad government policies on.ft.com/442io1Y @financialtimes.com
Are we witnessing an US nuclear renaissance or a stock market bubble? The @financialtimes.com takes a look at Oklo, the Sam Altman-backed company with big ambitions and ties to the White House www.ft.com/content/d87c...
The $17bn nuclear start-up without any revenue
A nuclear technology company backed by Sam Altman is riding a wave of investor enthusiasm
www.ft.com
November 6, 2025 at 6:03 PM
Are we witnessing an US nuclear renaissance or a stock market bubble? The @financialtimes.com takes a look at Oklo, the Sam Altman-backed company with big ambitions and ties to the White House www.ft.com/content/d87c...
Google agrees deal to reopen US nuclear plant with NextEra, amid a scramble by tech giants to source electricity to power the AI revolution on.ft.com/3JtSeOG @financialtimes.com
Google agrees deal to reopen US nuclear plant with NextEra
[FREE TO READ] Duane Arnold Energy Center expected to start delivering power in 2029
on.ft.com
October 27, 2025 at 11:20 PM
Google agrees deal to reopen US nuclear plant with NextEra, amid a scramble by tech giants to source electricity to power the AI revolution on.ft.com/3JtSeOG @financialtimes.com
Oklo has no revenues, no licence to operate reactors and no binding power supply contracts. But the Sam Altman-backed company is now worth $20bn: Is this sustainable? A @financialtimes.com deep dive on.ft.com/4ovgxuv
Inside Oklo: the $20bn nuclear start-up without any revenue
[FREE TO READ] Silicon Valley company with links to Trump administration rides wave of investor enthusiasm
on.ft.com
October 22, 2025 at 1:03 PM
Oklo has no revenues, no licence to operate reactors and no binding power supply contracts. But the Sam Altman-backed company is now worth $20bn: Is this sustainable? A @financialtimes.com deep dive on.ft.com/4ovgxuv
Inside a sodium-cooled fast reactor
October 22, 2025 at 12:58 PM
Inside a sodium-cooled fast reactor
US offers nuclear energy companies access to weapons-grade plutonium in bid to boost nucelar revival, ignoring concerns over proliferation risks on.ft.com/4qnLRx4 @financialtimes.com
US offers nuclear energy companies access to weapons-grade plutonium
[FREE TO READ] Expert warns commercial use of the radioactive material from cold war-era warheads carries safety risks
on.ft.com
October 21, 2025 at 9:50 PM
US offers nuclear energy companies access to weapons-grade plutonium in bid to boost nucelar revival, ignoring concerns over proliferation risks on.ft.com/4qnLRx4 @financialtimes.com
Rare earths shares soar into bubble territory as US and China battle over export controls, prompting Trump to intervene in strategic sector on.ft.com/4oj8vp3 @financialtimes.com
Rare earths shares soar as US and China battle over export controls
[FREE TO READ] Trump administration plans to set price floors, create strategic minerals reserve and take equity stakes
on.ft.com
October 20, 2025 at 2:53 PM
Rare earths shares soar into bubble territory as US and China battle over export controls, prompting Trump to intervene in strategic sector on.ft.com/4oj8vp3 @financialtimes.com
Venture Global moves to quell client suspicions over LNG contracts, as financial and legal pressures rise following arbitration loss against BP on.ft.com/47eGffQ @financialtimes.com
Venture Global seeks to quell client suspicions over LNG contracts
[FREE TO READ] US exporter wrote to customers affirming commitment to deliver on contractual obligations following arbitration loss
on.ft.com
October 17, 2025 at 12:33 PM
Venture Global moves to quell client suspicions over LNG contracts, as financial and legal pressures rise following arbitration loss against BP on.ft.com/47eGffQ @financialtimes.com
Venture Global loses high stakes arbitration with BP over disputed cargoes in a major blow to one of the largest US LNG providers on.ft.com/42Blo4N @financialtimes.com
Venture Global loses arbitration with BP over disputed LNG cargoes
[FREE TO READ] US exporter was accused of breaching contracts to profit from higher prices during Russia’s invasion of Ukraine
on.ft.com
October 9, 2025 at 9:15 PM
Venture Global loses high stakes arbitration with BP over disputed cargoes in a major blow to one of the largest US LNG providers on.ft.com/42Blo4N @financialtimes.com
What’s driving the ‘surprising’ drop in methane emissions in the Permian Basin, the largest US oilfield? @financialtimes.com on.ft.com/4o4vW4A
What’s driving the ‘surprising’ drop in Permian Basin emissions?
[FREE TO READ] Also in today’s newsletter, the Trump administration presses Brussels over methane regulation
on.ft.com
October 9, 2025 at 3:58 PM
What’s driving the ‘surprising’ drop in methane emissions in the Permian Basin, the largest US oilfield? @financialtimes.com on.ft.com/4o4vW4A
Private equity is buying up energy utilities: but will this multibillion dollar bet on powering the AI boom pay off for investors and what will it do to residential power prices? Read @financialtimes.com on.ft.com/4pZWeXs
Private equity bets big on utilities
[FREE TO READ] Investors seek to profit from rising energy demand driven by AI data centres
on.ft.com
October 7, 2025 at 2:27 PM
Private equity is buying up energy utilities: but will this multibillion dollar bet on powering the AI boom pay off for investors and what will it do to residential power prices? Read @financialtimes.com on.ft.com/4pZWeXs
Shell's top executive in the US says Trump administration’s attacks on wind projects harm investment and pledges not to "step away" from DEI on.ft.com/3KyLYp7 @financialtimes.com
Shell says Trump administration’s attacks on wind projects harm investment
[FREE TO READ] Energy company’s American head also says Shell will not ‘step away’ from diversity, equity and inclusion policy
on.ft.com
October 5, 2025 at 12:42 PM
Shell's top executive in the US says Trump administration’s attacks on wind projects harm investment and pledges not to "step away" from DEI on.ft.com/3KyLYp7 @financialtimes.com
US rush to expand LNG exports heightens fears of global gas glut, with as many as five more terminals due to be green lit before year end on.ft.com/488J305 @financialtimes.com
US rush to expand LNG exports heightens fears of global gas glut
[FREE TO READ] Shell and TotalEnergies voice oversupply concerns as US companies race to build more terminals
on.ft.com
October 3, 2025 at 7:57 PM
US rush to expand LNG exports heightens fears of global gas glut, with as many as five more terminals due to be green lit before year end on.ft.com/488J305 @financialtimes.com
IPO of company developing a $50bn plus "Trump energy campus" in Texas surges 27% on debut, netting $2.2bn windfall for former US Energy Sec Rick Perry and his son @financialtimes.com on.ft.com/3It3oCZ
IPO of data centre developer touting Trump ties surges on market debut
[FREE TO READ] Investors flock to real estate start-up co-founded by former US energy secretary valued at $16bn
on.ft.com
October 1, 2025 at 6:16 PM
IPO of company developing a $50bn plus "Trump energy campus" in Texas surges 27% on debut, netting $2.2bn windfall for former US Energy Sec Rick Perry and his son @financialtimes.com on.ft.com/3It3oCZ
Exxon CEO seeks security assurances from Mozambique president over Islamist insurgency before greenlighting a massive $30bn LNG project @financialtimes.com enterprise-sharing.ft.com/redeem/0aa90...
Exxon chief sought security assurances from Mozambique president at UN
[FREE TO READ] US oil major is in final stages of deciding whether to go ahead with $30bn LNG export terminal amid jihadist insurgency
enterprise-sharing.ft.com
September 30, 2025 at 2:08 PM
Exxon CEO seeks security assurances from Mozambique president over Islamist insurgency before greenlighting a massive $30bn LNG project @financialtimes.com enterprise-sharing.ft.com/redeem/0aa90...
The US’s largest public utility is taking a multibillion-dollar gamble on a moonshot nuclear fusion technology backed by Bill Gates that could provide unlimited, carbon-free energy on.ft.com/4nLhiPT @financialtimes.com
Top US utility bets big on new nuclear technology as AI demand grows
[FREE TO READ] The Tennessee Valley Authority plans to replace a coal-fired plant with multibillion-dollar fusion facility — if it works
on.ft.com
September 19, 2025 at 6:36 PM
The US’s largest public utility is taking a multibillion-dollar gamble on a moonshot nuclear fusion technology backed by Bill Gates that could provide unlimited, carbon-free energy on.ft.com/4nLhiPT @financialtimes.com
Exxon chief says company has ‘no plans to re-enter Russia, despite a push by Moscow and Washington to link energy investments to a peace deal in Ukraine on.ft.com/4n2iCOa @financialtimes.com n
Exxon chief says company has ‘no plans to re-enter Russia’
[FREE TO READ] Darren Woods says talks with Russian officials aimed at recouping $4.6bn in expropriated assets
on.ft.com
September 18, 2025 at 11:19 AM
Exxon chief says company has ‘no plans to re-enter Russia, despite a push by Moscow and Washington to link energy investments to a peace deal in Ukraine on.ft.com/4n2iCOa @financialtimes.com n
Surging US power costs defy Donald Trump’s pledge to halve consumer bills and become key vulnerability for Republicans in upcoming elections on.ft.com/3VlVQEN @financialtimes.com
Surging US power costs defy Donald Trump’s pledge to halve bills
[FREE TO READ] Electricity price inflation sparks political debate ahead of elections
on.ft.com
September 17, 2025 at 2:26 PM
Surging US power costs defy Donald Trump’s pledge to halve consumer bills and become key vulnerability for Republicans in upcoming elections on.ft.com/3VlVQEN @financialtimes.com