Washington’s Oil Takeover of Venezuela
Eight months after U.S. forces captured Nicolás Maduro, Washington’s involvement in Venezuela has moved far beyond politics. The United States is now gaining a...
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 —...
China, Pakistan, and the Rise of the “Electrostate”
The China-Pakistan Economic Corridor is a multi-billion-dollar infrastructure and development programme linking Xinjiang, a region in China, to Pakistan’s deepwater Gwadar Port. It was...
Why Trump’s Ukraine Energy Truce May Not Fix the Global Diesel Crunch
U.S. President Donald Trump's effort to broker an energy infrastructure truce between Russia and Ukraine could remove one immediate threat to global fuel markets,...
Why China’s Teapot Refiners Can’t Sanction-Proof This War
A decade of financial sanctions barely dented China's discounted-Iranian-oil trade. Physical strikes on the tankers themselves might close it within months — because Beijing...
The Arctic Reopens as a Geopolitical Theatre
For much of modern history, the Arctic was protected by geography. Thick ice, brutal weather and distance kept it away from the busy arteries...
How Chinese Goods Reached Iran Despite Billions in Sanctions
Iran has created a barter-like system to bypass sanctions on its oil sales, allowing it to acquire billions of dollars in goods from China,...
Could Strait of Hormuz Uncertainty Push Oil Prices Above $100 a Barrel?
The Strait of Hormuz has become the central pressure point in the escalating confrontation between the United States and Iran. Before the conflict, roughly...
Why Are Oil Importers Turning to Longer Trade Routes?
The Iran conflict and disruption to the Strait of Hormuz are forcing major oil importing countries to rethink how they source crude. Countries that...
Venezuela’s Oil Deal Has a Guyana Problem — and an OPEC One
The August 28th oil deal's least-noticed effects run through two files nobody has read together: it gives Washington, for the first time, a direct...