Iran War Boosts Russia’s Main Oil Income to $9 Billion in April
Russia's revenue from its main oil tax is set to double to $9 billion in April due to the oil and gas crisis following...
Pakistan Rushes to Electric Bikes as Fuel Crisis Reshapes Economy
Crisis Driven Shift in Consumer Behavior
The blockade of the Strait of Hormuz has triggered an immediate shift in how people in Pakistan think about...
Hormuz Blockade Creates Winners and Losers Among Middle East Oil Exporters
The closure of the Strait of Hormuz has significantly impacted global oil prices, benefiting countries like Iran, Oman, and Saudi Arabia while others like...
Oil Markets Hold Their Breath as War Clouds Global Supply
Global oil markets are entering a phase of uneasy stability, as prices hover despite deepening geopolitical risks. Traders appear caught between two opposing forces...
Rebalancing Energy Policy: Diversification, Net Zero, and the Erosion of Energy Security
Thirty years ago, I was negotiating the Turkmenistan-Afghanistan-Pakistan (TAP) pipeline - later expanded into the Turkmenistan-Afghanistan-Pakistan-India (TAPI) pipeline - one of the most ambitious...
China Thrives Amid Global Oil Chaos as Investors Flock In
China’s preparation for disruptions in global energy supply has allowed its markets to outperform most of the world amid the ongoing war in Iran....
Conflict Forces Big Oil to Rethink Middle East Dependence
The ongoing Iran war is reshaping the global energy landscape by undermining the Middle East’s long standing position as the most reliable and cost...
How Shock, Timing, and Industrial Strategy Are Rewriting the LNG Era
The global LNG market is no longer shaped by familiar cycles of tightness and surplus. It is now defined by inelasticity, a structural rigidity...
Oil Reserves do not Solve an Oil Shock
The renewed oil shock has exposed an old truth that governments keep trying to forget. Energy markets may look global, digital, and sophisticated, but...
From Hormuz to South Asia: The Energy Crisis Unfolding at Home
South Asia is once again experiencing a hit to its energy stability because of events happening far beyond its borders. The ongoing Iran-Israel conflict,...