Is the Middle East Oil Market Entering a New Era of Permanent Risk?
The Middle East's energy sector is entering a prolonged period of uncertainty as conflict between the United States, Israel, and Iran continues to disrupt...
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...
Can OPEC Plus’s Watchdog Do Anything About Hormuz?
Three days before its 67th sitting, the OPEC Secretariat did something it rarely bothers to do: it told the market, in writing, not to...
Europe’s North African Gas Bet Isn’t Diversification — It’s a Two-Country Wager
Last Friday, in Berlin, Algerian president Abdelmadjid Tebboune signed an expanded gas agreement with Germany — the second Algerian-German gas deal in three years,...
OPEC+’s Upcoming August Meeting: Fuel Considerations due to Hormuz Volatility
The first attacks on the Strait of Hormuz had world leaders concerned about effects on global energy supply. 20% of the world's energy passes...
Is the World Facing a Fuel Refining Crisis?
While oil prices have retreated from the record highs triggered by the latest Iran conflict, global energy markets remain far from stable. Brent crude...
How China’s Oil Fortress Could Reshape the Global Energy Order
China's response to the Iran conflict has revealed a major shift in global energy geopolitics. Rather than emerging as one of the biggest victims...
Europe’s EV Battery Dilemma: Green Transition or Strategic Dependence
Over the past decade, the global shift toward electric mobility has transformed the battery industry into one of the most strategically critical sectors of...
Cheap Drones Are Becoming the Biggest Threat to Global Energy Security
The rapid proliferation of inexpensive, mass-produced drones is reshaping modern warfare and exposing one of the world's greatest economic vulnerabilities: energy infrastructure.
Conflicts in Ukraine,...
Who May “Toll” the Strait of Hormuz
On 20 June, Donald Trump posted that there would be no tolls in the Strait of Hormuz during the sixty-day ceasefire, and none after...