Energy Security
Why the EU’s Russian LNG Ban Will Outlast the Hormuz Winter
The Item Missing From the Agenda
On Monday, the Irish Council presidency sent energy ministers its options paper for their meeting in Luxembourg on 29...
Why Are Middle East Oil Producers Struggling Despite Recovering Exports?
Asian refiners are facing a growing squeeze as soaring shipping and insurance costs erode profits, threatening to undermine the recovery in Middle Eastern oil...
The Bypass Is the Target: What This Week’s Gulf Escalation Reveals About Energy Security
On Tuesday, a Houthi missile strike set fire to part of Saudi Aramco's executive headquarters in Dhahran, the administrative heart of the kingdom's oil...
Why Qatar’s LNG Exports May Take Years to Recover From the Iran War
The recovery of Middle Eastern oil exports has done little to ease the disruption facing the global liquefied natural gas (LNG) market, as Qatar...
After the Strategic Reserves Run Dry
Two-Thirds Gone, Winter Ahead
On 30 September the US Department of Energy put the last 40 million barrels of its share of March’s emergency release...
China’s Fuel Export Halt: Is Beijing Turning Energy Security Into Geopolitical Leverage?
A Holiday Notice That Moved the Oil Price
On Wednesday, on the eve of China's Golden Week holiday, PetroChina cancelled most of the gasoline and...
America’s Diesel-Ban Threat Shows Europe Is Paying for the Iran War
A Promise Meets a Midterm
On 22 September, Donald Trump said he might support a ban or quantitative limit on US diesel exports. Soon afterwards...
Europe’s Winter Arithmetic: Why 2026 Is Not a Rerun of 2022
Two Documents, One Winter
On 25 September, EU Energy Commissioner Dan Jørgensen wrote to every member state warning of “a price crisis linking to a...
Africa Energy Week: Africa Must Prioritize Its Energy Security
Convening energy ministers, investors, financiers, and experts for the next African Energy Week (AEW), on October 12–16, in Cape Town, South Africa, aims at...
AI’s Power Bill Is About to Become a Geopolitical Story, Not Just a Utility One
This summer the Nuclear Regulatory Commission concluded that restarting Three Mile Island's Unit 1 — the plant synonymous with nuclear disaster since 1979 —...