Energy Geopolitics
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...
Russia’s Power of Siberia 2 Pipeline Could Reshape Energy Trade Between Moscow and Beijing
The proposed Power of Siberia 2 pipeline is one of the most ambitious energy infrastructure projects planned between Russia and China. The project is...
Iran War Disrupts Hormuz Oil Flow and Raises Questions Over Petrodollar Dominance
The ongoing conflict involving Iran and disruptions in the Strait of Hormuz are placing growing strain on the global oil trading system, which has...
The New Global Energy Chessboard: Chokepoints, LNG Routes and the Fight for Resilience
The global system no longer snaps back after crises, it drifts, it thickens, it carries its shocks forward. The world behaves less like a...
The Arctic Frontline: NATO, Russia, and China’s Race for the North
For years the Arctic was viewed as a geopolitical periphery which is remote, inaccessible and strategically and marginally strategic to regions such as the...
G7 Bond Market Stress Deepens as Borrowing Costs Surge
Government bond markets across the Group of Seven economies are facing mounting pressure as long term borrowing costs climb to their highest levels in...
US Inflation Pressures Rise as Iran Conflict Fuels Energy Costs
Rising geopolitical tensions linked to the Iran conflict are expected to push United States consumer inflation higher in April, reinforcing expectations that the Federal...