More: Oil-Gas
UAE Left OPEC to Boost Oil Production as ‘End of Oil Era’ Nears
The UAE's departure from OPEC, which took effect on May 1, was planned over three years and is based on the belief that the...
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...
UAE Pipeline Bypassing Strait of Hormuz Hits 50% Completion
The UAE’s new crude oil pipeline designed to bypass the vulnerable Strait of Hormuz is already 50% complete, according to ADNOC CEO Sultan Al...
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 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...
Rigid Margins, Rising Pressures: The New Gulf Gas Order
The global gas system is entering a phase defined by limits rather than freedoms. It absorbs shocks but does not return to a neutral...
Why the EU’s Energy Transition Is a Geopolitical Security Imperative
For decades, the European Union's pursuit of clean energy was framed almost entirely as an environmental project, a moral obligation to future generations, a...
Project Freedom and the UAE Attack: What It Means for the Iran Ceasefire Now
The ceasefire between the US and Iran has been in place for nearly four weeks. The Strait of Hormuz has not been at peace...