Energy Security
Global Companies Face $25 Billion Hit as Iran War Drives Energy Shock and Supply Chain Crisis
The ongoing conflict involving Iran has created a major global economic shock, with businesses around the world absorbing at least twenty five billion dollars...
US – Iran Energy Shock Damage Is Spreading in Asia
In the Asian shock, four transmission channels play a role. In the case of oil, elevated risk premium is coupled with physical tightening via...
Oil Market Calm Masks Growing Supply Shock as Iran Crisis Reshapes Global Flows
The global oil market is currently experiencing what analysts describe as a “deceptive calm,” despite one of the most severe supply disruptions in modern...
EU Strategic Autonomy and Energy Diversification: Risks to European Energy Security
The 2022 Russian invasion of Ukraine sparked discourse on Russian energy supply as a crucial resource chokepoint to EU member states. The energy crisis...
Emerging Market Assets Recover as Oil Prices Ease and Trump Xi Talks Loom
Emerging market stocks rebounded on Wednesday after suffering sharp losses in the previous session, supported by easing oil prices and renewed optimism around artificial...
Why Oil Market Volatility Rather Than High Prices Will Shape the Future of Global Energy Politics
The ongoing Gulf crisis and the near closure of the Strait of Hormuz have pushed global energy markets into one of the most unstable...
After Hormuz, Gulf Security Cannot Survive on Deterrence Alone
The Strait of Hormuz has rarely been spoken about outside of emergency language: naval escorts, insurance rates, oil prices, missile ranges, LNG disruption and...
Oil Rises Above $100 as Gulf Tensions Shake Markets While AI Boom Drives Global Stocks Higher
Global markets faced a mixed trading session as escalating tensions between the United States and Iran pushed oil prices sharply higher, while the ongoing...
Australia Orders LNG Exporters to Reserve 20 Percent Gas Supply for Domestic Market
Australia has announced a major energy policy shift requiring liquefied natural gas exporters on the east coast to reserve 20 percent of their gas...
US Iran deal memo talks gain momentum after Trump pauses Strait mission
Reports from a US media outlet suggest the White House may be close to a preliminary memorandum aimed at ending the conflict with Iran,...