Indo-Pacific Oil & Gas Reset: Gulf Shifts, U.S. Risk & and the New Geography of Asian Procurement
The global hydrocarbon system is currently facing significant structural constraints, with access to oil and gas heavily influenced by geography and political factors rather...
Iran Conflict Drives United States Shale Oil Growth as Producers Stay Cautious
The war involving Iran and the disruption of oil shipments through the Strait of Hormuz have pushed global crude prices sharply higher, creating strong...
Russia’s Power of Siberia 2 Pipeline Could Reshape Energy Trade Between Moscow and Beijing
The proposed Power of Siberia 2 pipeline is one of the most ambitious energy infrastructure projects planned between Russia and China. The project is...
Iran War Disrupts Hormuz Oil Flow and Raises Questions Over Petrodollar Dominance
The ongoing conflict involving Iran and disruptions in the Strait of Hormuz are placing growing strain on the global oil trading system, which has...
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...
The New Global Energy Chessboard: Chokepoints, LNG Routes and the Fight for Resilience
The global system no longer snaps back after crises, it drifts, it thickens, it carries its shocks forward. The world behaves less like a...
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...
The Arctic Frontline: NATO, Russia, and China’s Race for the North
For years the Arctic was viewed as a geopolitical periphery which is remote, inaccessible and strategically and marginally strategic to regions such as the...