Energy Geopolitics
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...
How China’s Oil Fortress Could Reshape the Global Energy Order
China's response to the Iran conflict has revealed a major shift in global energy geopolitics. Rather than emerging as one of the biggest victims...
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...
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...