Europe’s EV Battery Dilemma: Green Transition or Strategic Dependence
Over the past decade, the global shift toward electric mobility has transformed the battery industry into one of the most strategically critical sectors of...
Cheap Drones Are Becoming the Biggest Threat to Global Energy Security
The rapid proliferation of inexpensive, mass-produced drones is reshaping modern warfare and exposing one of the world's greatest economic vulnerabilities: energy infrastructure.
Conflicts in Ukraine,...
Who May “Toll” the Strait of Hormuz
On 20 June, Donald Trump posted that there would be no tolls in the Strait of Hormuz during the sixty-day ceasefire, and none after...
Is OPEC Losing Control as Gulf Oil Producers Race to Reclaim Market Share?
The four month Iran war severely disrupted global energy markets after Tehran restricted shipping through the Strait of Hormuz following U.S. and Israeli military...
Reform of the EU Electricity Market Design: A Step in the Right Direction?
Energy prices have increased significantly since 2021 due to demand transformations in the post-Covid-19 pandemic period and Russia’s war on Ukraine adversely affecting European...
Can the World Withstand Another Oil Shock After the Iran War?
The four month Iran war triggered the largest disruption to global oil supplies in modern history after Tehran restricted shipping through the Strait of...
Russia’s Energy Crisis: An Exporter Becomes Importer
A well-known Russian city, Nizhny Novgorod, is incredibly famous for its place on the energy map as the location for the largest energy production...
US-Iran War Losses Still Trail the 1979 Oil Shock in Total Economic Impact
The ongoing war in Iran has caused the largest oil supply shock in history, resulting in daily production losses that are unprecedented. However, the...
European Energy Security After Russia: Progress, Fractures, and the Road to 2027
In 2021, Russia supplied 45% of all natural gas consumed in the European Union. Just four years later, that share has been cut to...
The Evolution of OPEC: From Oil Cartel to Crisis Manager
Origins of OPEC and the Oil Shocks
OPEC was initially formed in 1960 by Iran, Iraq, Kuwait, Saudi Arabia, and Venezuela to protect the national...