More: Oil-Gas
The Diesel Weapon
Twenty-Four Hours in October
On 1 October Washington told Europe to release 120 million barrels of diesel from its emergency stocks over six months, or...
OPEC+ Keeps November Oil Output Targets Unchanged Amid Market Uncertainty
OPEC+ decided to keep oil production targets unchanged for November during a meeting held online on Sunday. This decision aligns with expectations that there...
The End of Cheap Money? Why Record Global Bond Yields Matter for the Global South
5.34% and a Finance Minister's Problem
On Thursday the yield on the 10-year US Treasury touched 5.34%, its highest since 2002. The same day, Britain's...
Could Ukraine Talks Unlock a Multi-Billion-Dollar US-Russia Oil Deal?
The Trump administration's discussions with Russia to end the war in Ukraine have included a potential multibillion-dollar oil deal.
This deal would benefit Middle Eastern...
Milei’s Falklands Ultimatum: $100 Oil Thaws a Frozen Dispute
Two Weeks, One Oilfield
On 29 September, Javier Milei gave Britain two weeks to halt the Sea Lion oil project north of the Falkland Islands,...
The New Geography of Energy: Why Refining Capacity May Matter More Than Oil Reserves
Crude Came Back. Diesel Didn't.
This week, seven months after the Iran war shut the Strait of Hormuz, crude oil finally returned to normal. Around...
Iran War Forces OPEC+ to Delay Oil Capacity Review
OPEC+ has delayed its review to determine 2027 oil output quotas for its members due to disruptions caused by the US-Israeli war on Iran,...
The Red Sea, Not Hormuz, Now Decides Saudi Arabia’s Foreign Policy
A Pipeline Back On, and Nowhere to Go
On 22 September, Saudi Aramco began pumping crude again through the East-West pipeline, the 1,200-kilometre line that...
China’s Fuel Export Halt: Is Beijing Turning Energy Security Into Geopolitical Leverage?
A Holiday Notice That Moved the Oil Price
On Wednesday, on the eve of China's Golden Week holiday, PetroChina cancelled most of the gasoline and...
US Warns France and Germany: Release Diesel Stocks or Face Export Ban
The Trump administration has urged Germany and France to reduce their emergency diesel supplies to help lower rising global fuel prices, or they may...