Peoples’ Friendship University of Russia
Russian Federation
The article examines the development of U.S. oil and gas companies in the context of the transformation of the global energy market in the mid-2020s. It is shown that their position is determined not only by domestic industry-specific factors, but also by changes in global demand for energy resources, the restructuring of export flows, intensifying competition in the world market, technological shifts, and climate regulation. The study reveals that the current model of adaptation of U.S. oil and gas companies is based on a combination of export orientation, asset consolidation, improved technological efficiency, and operational decarbonization. It is established that the Arctic direction retains significance as a long-term strategic resource reserve for the United States and serves as one of the elements of its foreign economic and geo-economic positioning.
U.S. oil and gas companies, global energy market, energy transition, LNG exports, global competition, climate agenda, Alaska, Arctic
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