More: Oil-Gas
Europe’s Winter Arithmetic: Why 2026 Is Not a Rerun of 2022
Two Documents, One Winter
On 25 September, EU Energy Commissioner Dan Jørgensen wrote to every member state warning of “a price crisis linking to a...
Washington’s Diesel Ban Would Hit Its Allies Harder Than Iran Does
A Phone Call, a Denial, and a Meeting in Brussels
On the evening of 23 September, Energy Secretary Chris Wright reportedly told energy executives that...
The Kingdom With No Exit
On September 11, drones launched from Iraq struck Saudi Arabia's East West Pipeline, the 1,200 kilometer link that carries up to seven million barrels...
The Persistent Myth of Lower Prices
Europe's energy debate continues to be influenced by assumptions that belong to a different era. Throughout much of the period that followed the end...
Europe Trades Two Oligarchs for a Three-Year Freeze as Washington Aims at Russia’s Oil Buyers: Who Wins, Who Pays?
TODAY'S NUMBERS
36 months (the EU's new Russia asset-freeze renewal cycle, up from six) · 100% (top US tariff on Russia's five biggest buyers) ·...
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...
Trump’s Iran Opening Sinks Oil: What Markets Are Pricing In Before He Meets Xi
TODAY'S NUMBERS
$100.65 (Brent crude, -3.1%) · $4,355 (gold, per oz.) · 3.75%-4.00% (Fed funds rate)
Oil is pricing in Iranian de-escalation while gold barely moves —...
Riyadh Asked for Direct Protection and Washington Said No — That Answer Is the Story
By offering Saudi Arabia intelligence and targeting help but declining direct military protection after the East-West pipeline strike, Washington has quietly redefined the 80-year...
Trump’s Silence on Hormuz Is Now a Fed Problem: What Markets Are Pricing In This Week
TODAY'S NUMBERS: $108 (Brent crude)  ·  4.98% (US 10-year Treasury yield)  ·  $4,330 (Gold) Oil is pricing a wider Gulf war, yields are pricing...
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...