Energy Security
Russia’s Energy Crisis: An Exporter Becomes Importer
A well-known Russian city, Nizhny Novgorod, is incredibly famous for its place on the energy map as the location for the largest energy production...
European Energy Security After Russia: Progress, Fractures, and the Road to 2027
In 2021, Russia supplied 45% of all natural gas consumed in the European Union. Just four years later, that share has been cut to...
How Did the Iran War Change Global Energy Security Strategies?
The disruption caused by the Iran war and the temporary closure of the Strait of Hormuz has prompted countries around the world to reconsider...
Why China Can Wait in Its Energy Deal with Russia
Authors: Kung Chan and Yang Xite*
Russian President Vladimir Putin’s recent state visit to China, which was his first foreign trip of 2026, is a...
Gulf States Rush to Reduce Hormuz Dependence After Iran War Shock
The Strait of Hormuz is one of the world's most important energy chokepoints, carrying roughly a fifth of global oil and liquefied natural gas...
Europe Gas Market Survives Hormuz Shock but Long Term Demand Decline Looms
Europe's natural gas market has demonstrated resilience following the disruption caused by the closure of the Strait of Hormuz during the US Israel Iran...
How Warsaw Is Securing Energy Autonomy Beyond EU Dependence
Poland was at the forefront of the revolution of the legacy European energy model which occurred in early 2022. The legacy European energy model...
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...