Europe’s New Gas Geography in the 2030s
Europe enters the decisive years of its post‑Russian gas transition with a structural constraint that cannot be negotiated away. Political timelines move in short...
Continuous Instability in the Gulf and the Shockwaves of the Ukraine War
A Global Energy System That No Longer Heals
The global energy system has entered a phase where shocks do not fade, but they accumulate. They...
Damietta Port Attack: Why China Fears a New Threat to the Belt and Road
Chinese research centers, in their analyses of the Middle East, specifically after the attack on the Egyptian port of Damietta on July 29, 2026,...
The European Union Should Help Fund An Oil Pipeline from the Gulf to The Mediterranean
While the United States enjoys sufficient energy resources, thanks to shale oil, the European Union does not. To assure itself of the energy supplies...
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...
Europe’s Energy Crisis Response Is Papering Over the Cracks
Faced with another summer of punishing energy costs, EU governments are once again reaching for the same short-term fixes—excise cuts, tax credits, and price...
Can OPEC Plus’s Watchdog Do Anything About Hormuz?
Three days before its 67th sitting, the OPEC Secretariat did something it rarely bothers to do: it told the market, in writing, not to...
Europe’s North African Gas Bet Isn’t Diversification — It’s a Two-Country Wager
Last Friday, in Berlin, Algerian president Abdelmadjid Tebboune signed an expanded gas agreement with Germany — the second Algerian-German gas deal in three years,...
OPEC+’s Upcoming August Meeting: Fuel Considerations due to Hormuz Volatility
The first attacks on the Strait of Hormuz had world leaders concerned about effects on global energy supply. 20% of the world's energy passes...
Is the World Facing a Fuel Refining Crisis?
While oil prices have retreated from the record highs triggered by the latest Iran conflict, global energy markets remain far from stable. Brent crude...