Energy

How the Iran War Triggered Europe’s Energy Reckoning

Forty-four days, twenty-two billion euros. Not a single additional molecule of energy. That is how Ursula von der Leyen framed Europe's Iran war tab when...

China and UAE’s Exit from OPEC: Risks and Opportunities

The United Arab Emirates' announcement of its withdrawal from OPEC and the OPEC+ alliance, effective May 1, 2026, represents a major strategic shift in...

OPEC After the UAE Exit: The End of Oil Unity

The withdrawal of the United Arab Emirates to abandon OPEC is far more than just a change in policy, but represents a change in...

Navigating an Unpredictable Future: Global Architecture, Energy, and Security

Our world stands at a historic crossroads. The International Energy Agency (IEA) has characterized our current situation as the largest supply disruption in the...

Europe’s Energy Strategy Avoids Demand Cuts, but Pressure Is Building

As the energy crisis from the Iran war escalates, countries worldwide, from Australia to Egypt, are taking steps to conserve fuel. This includes promoting...

America Replaces OPEC as Global Oil Shock Absorber

The ongoing Iran war has reshaped global energy dynamics, shifting influence away from OPEC toward the United States. Traditionally, OPEC and key producers like...

From one energy crisis to another: Europe’s dependence problem

The latest energy crisis stemming from the war in Iran and the ensuing closure of the strait of Hormuz is shining a light on...

Energy Transition, geopolitical Fragmentation, and the Iran Conflict

Distinguished colleagues, ladies and gentlemen, Good day, and thank you for joining our GAFG Energy Series, timely and important, event at this critical juncture. We meet...

The Second Nuclear Age: Why the World is Betting on the Atom Again

Data centres, climate targets and energy security - three forces pushing nuclear power back to the forefront of the global agenda. But behind the...

Indonesia Talks Energy Transition, But Why Does Coal Still Rule?

Few countries talk about the energy transition as fluently as Indonesia does. Fewer still have done less about it. At the G20 summit in...

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