Energy Security
Could the Iran War Spark a Prolonged Global Fuel Crisis?
The Iran war has pushed the global energy system into a deeper crisis, with the disruption increasingly shifting from crude oil supplies to the...
Could a Prolonged Hormuz Crisis Keep Oil Prices High Into 2027?
Oil Markets Prepare for a Longer Crisis
The global oil market is increasingly adjusting to the possibility that disruption around the Strait of Hormuz may...
Putin’s Kuril Islands Visit Exposes Japan’s Russian Energy Dilemma
Japan's protest over Putin's visit to the Kuril Islands is loud because its response is capped: Tokyo cannot meaningfully sanction the one Russian energy...
Can the World Achieve Energy Security After the Iran War?
The Iran war has fundamentally reshaped global energy security calculations, forcing fuel importing nations to confront an uncomfortable reality. The disruption of the Strait...
Will an Iran Deal Really Lower Oil Prices or Are Traders Ignoring Bigger Energy Risks?
Oil Markets Bet on Diplomacy Despite Rising Geopolitical Risks
Global oil prices have retreated toward $80 per barrel as investors increasingly bet that a new...
Europe’s New Gas Geography in the 2030s
Europe enters the decisive years of its post‑Russian gas transition with a structural constraint that cannot be negotiated away. Political timelines move in short...
Continuous Instability in the Gulf and the Shockwaves of the Ukraine War
A Global Energy System That No Longer Heals
The global energy system has entered a phase where shocks do not fade, but they accumulate. They...
Damietta Port Attack: Why China Fears a New Threat to the Belt and Road
Chinese research centers, in their analyses of the Middle East, specifically after the attack on the Egyptian port of Damietta on July 29, 2026,...
The European Union Should Help Fund An Oil Pipeline from the Gulf to The Mediterranean
While the United States enjoys sufficient energy resources, thanks to shale oil, the European Union does not. To assure itself of the energy supplies...
Europe’s Energy Crisis Response Is Papering Over the Cracks
Faced with another summer of punishing energy costs, EU governments are once again reaching for the same short-term fixes—excise cuts, tax credits, and price...