Energy Geopolitics
Iran War Energy Shock or Structural Turning Point for Global Oil and LNG Markets
The Iran war has already caused major disruption to global energy markets, particularly crude oil and liquefied natural gas (LNG) flows through the Strait...
Are Critical Minerals Catalysing the Second Scramble for Africa?
It is a well-documented fact that the possession of resources has significantly governed power structures. The early colonisation of distant lands for control over...
Why Houthi Threats in the Red Sea Matter for Oil Markets
Yemen's Iran-aligned Houthis announced on Monday they would ban ships linked to Israel from the Red Sea following renewed Israeli military attacks on Iran,...
UAE’s OPEC Exit: Implications and Opportunities for India’s Oil Diplomacy
Authors: Edberg D. Cheeran and Agnes Mary Jaison*
The United Arab Emirates (UAE) has been operating for more than six decades in the Organization of...
The New Oil Kings: How the Hormuz Crisis is Shifting Power from Dollar to Yuan
The ongoing US- Iran confrontation has pushed the global energy market into a critical state, with Brent crude oil prices hovering $91- $92 per...
Strategic Integration of Ionian Upstream Assets into the Adriatic Energy Grid: Securing the Southern Flank
The South-North axis of the Ionian Sea offers Europe one of its few immediate pathways for structural energy reinforcement without requiring colossal new infrastructure...
Hormuz Cannot Become a Toll Gate
Iran’s announcement of a surveillance and permit zone stretching from Qeshm toward Fujairah is not merely another Gulf security measure. It is an attempt...
Geology meets Geopolitics: The Global Race for Critical Minerals in the Climate transition
As the world seeks to mitigate climate change by transitioning to renewable energy sources, geopolitical actors are entering a new resource race to secure...
Indo-Pacific Oil & Gas Reset: Gulf Shifts, U.S. Risk & and the New Geography of Asian Procurement
The global hydrocarbon system is currently facing significant structural constraints, with access to oil and gas heavily influenced by geography and political factors rather...
Iran Conflict Drives United States Shale Oil Growth as Producers Stay Cautious
The war involving Iran and the disruption of oil shipments through the Strait of Hormuz have pushed global crude prices sharply higher, creating strong...