Energy Geopolitics

India's Fuel Exports Sink to Lowest Since 2022 as Refiners Cut Runs and War Margins

India 5 Jun

Cuba turns to solar as Washington's grip on Venezuelan oil tightens

Venezuela 5 Jun

South America Out-Exports the U.S. as Hormuz Stays Shut

Strait of Hormuz 5 Jun

Britain's Energy Cyber Plan Meets a China Supply Chain It Cannot Quickly Replace

United Kingdom 4 Jun

BP fires chairman Manifold less than a year in, leaving strategy reset without a steward

BP 4 Jun

Iranian Strike on Kuwait Airport Reopens Gulf Risk Premium

Iran 4 Jun

Nuclear Startups Court Cold War Plutonium as AI Power Demand Drives Capital Into the Sector

4 Jun

South Korea's Jet Fuel Exports Hit Nine-Month High as Refiners Claw Back From the Iran-War Shock

South Korea 4 Jun

India Routes Around Hormuz With an Oman Logistics Bet As the Blockade Holds

Strait of Hormuz 4 Jun

The $100 ceiling everyone agrees on is the trade nobody is stress-testing

4 Jun

AI's Power Bill Arrives Just as an Oil Shock Squeezes Electricity

4 Jun

Ukraine's deep-strike drone campaign runs on US intelligence, and that is the part Kyiv cannot replace

Ukraine 4 Jun

Copper Tops $14,000 as Goldman Widens Its Deficit Call, and the AI Build-Out Is the Buyer

3 Jun

Pakistan Brokers Itself Into the US-Iran Talks, and the Hormuz Risk Premium Hangs on the Outcome

Strait of Hormuz 3 Jun

Trump Says Israel, Hezbollah to Halt Attacks as Iran Talks Continue

Iran 3 Jun

BP's ousted chairman clashed with CEO before sacking, WSJ reports

BP 3 Jun

Rystad Sees $180 Oil By August As Hormuz Stays Shut, Even As Ceasefire Hopes Gut The Rally

Strait of Hormuz 3 Jun

IMO Says Hormuz Still Unsafe to Cross, Calls Iranian Tolls Unlawful

Strait of Hormuz 2 Jun

Indian Refiners Hold Jet Fuel Prices as Hormuz Disruption Bites

Strait of Hormuz 2 Jun

The Iran rally traders are still pricing has already failed once

Iran 2 Jun

European petition would make rivers and forests legal plaintiffs against polluters

2 Jun

Crypto Sanctions Evasion Hits $141 Billion as Hormuz Closure Reshapes Oil Finance

Strait of Hormuz 2 Jun

The Hormuz fertilizer squeeze that grain markets haven't priced

Strait of Hormuz 2 Jun

Kazakhstan's Nuclear Deal With Russia Remains Unbuilt, Unfunded

Russia 2 Jun

Iran Deal Within Reach, But 440kg of Unlocated Uranium Hangs Over Any Agreement

Iran 2 Jun

Russia's $16 Billion Nuclear Deal for Kazakhstan Has No Financing Plan

Russia 1 Jun

China's $372 Billion Russian Energy Trade Is Distorting Asian Commodity Benchmarks

China 1 Jun

CORSIA Carbon Credits Slide Below $10 as Jet Fuel Costs Undercut Post-War Recovery

1 Jun

Petroplus Collapse Exposes European Refining Gap as ESG Rethink Gains Ground

1 Jun

UAE Pipeline Push and Nigeria Output Gains Complicate Hormuz Risk Calculus

Strait of Hormuz 1 Jun

Erdogan's Consolidation Puts the Bosphorus in Play

Turkish Straits 1 Jun

UAE Strikes on Iran Defy Ceasefire as Hormuz Closure Grinds Into Another Week

Strait of Hormuz 1 Jun

China-Russia Energy Axis Holds as Western Alliance Commitments Fray

China 1 Jun

Hormuz Throughput Down Over 90% as Alternative Routes Strain Under Three Months of Conflict

Strait of Hormuz 1 Jun

Gulf Bypass Pipelines Face Their Biggest Test as Hormuz Closure Drags On

Strait of Hormuz 1 Jun

The ceasefire rally is fading fast — and the supply math still doesn't add up

31 May

Iran War Hands Russia a Pipeline Opening, but Beijing Holds the Price Card

Iran 31 May

European Gas Slumps 20% on Iran Ceasefire as Ship Seizures in Hormuz Signal Fragility

Strait of Hormuz 31 May

India scrambles for new crude suppliers as Hormuz blockade upends Asian oil markets

Strait of Hormuz 31 May

The Iran War Is Filling Russia's Coffers and Exposing Its Weakness — So Putin Is Leaning Harder Into China

Iran 30 May