Energy Geopolitics
Could Strait of Hormuz Uncertainty Push Oil Prices Above $100 a Barrel?
The Strait of Hormuz has become the central pressure point in the escalating confrontation between the United States and Iran. Before the conflict, roughly...
Why Are Oil Importers Turning to Longer Trade Routes?
The Iran conflict and disruption to the Strait of Hormuz are forcing major oil importing countries to rethink how they source crude. Countries that...
Venezuela’s Oil Deal Has a Guyana Problem — and an OPEC One
The August 28th oil deal's least-noticed effects run through two files nobody has read together: it gives Washington, for the first time, a direct...
Can Trump’s Venezuela Oil Plan Derail the Country’s Energy Recovery?
US President Donald Trump’s plan to secure direct access to Venezuela’s oil reserves could undermine the country’s efforts to revive its struggling energy sector....
Beyond Slogans: The Ten Structural Realities Governing Modern Energy Systems
Energy literacy has become a strategic necessity for modern societies. Electrification accelerates across Europe and the United States, natural gas remains the backbone of...
Can the Americas Replace the Middle East as Asia’s Oil Supplier?
The Iran conflict and the closure of the Strait of Hormuz have disrupted a major global oil supply route, forcing Asian importers to look...
Is China Replacing OPEC+ as the Key Force in Global Oil Markets?
Six months into the Iran war, OPEC+ is facing an unprecedented challenge to its influence over global oil markets. The alliance, which once had...
Could the Iran War Keep Energy Markets Hostage Into 2027?
Six months into the U.S.-Iran war, the conflict is hardening into a stalemate that could last well into 2027, with energy markets under pressure,...
Venezuela’s Oil Export Revival Hits a Wall as Tankers Face Month-Long Delays
Venezuela’s attempt to rapidly revive its oil industry is running into a major obstacle: the country’s aging ports cannot handle the growing flow of...
Is the Middle East Oil Market Entering a New Era of Permanent Risk?
The Middle East's energy sector is entering a prolonged period of uncertainty as conflict between the United States, Israel, and Iran continues to disrupt...