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Energy Geopolitics

Energy geopolitics — sanctions, the Strait of Hormuz, the Iran war, Russia-China energy and supply risk.

EU Moves to Ring-Fence Green Manufacturing Law Against Chinese Competition
China 28 May
Explosions Reported at Bandar Abbas as Hormuz Traffic Collapses Again
Strait of Hormuz 27 May
Global Inflation Could Surge Past 10% Again If Hormuz Stays Closed Through Summer
Strait of Hormuz 27 May
Europe's China Exposure Hits 5.6% of GDP as Solar Supply Chain Vulnerability Draws Fire in Helsinki
China 26 May
Astana Blocks Gazprom Asset Seizure, Drawing a Line for Ukraine's Arbitration Campaign
Gazprom 26 May
QatarEnergy Force Majeure Extended to Mid-June as Second Hormuz Transit Attempt Fails
Strait of Hormuz 26 May
Kazakhstan Declines to Enforce $1.4 Billion Gazprom Asset Seizure as Central Asian Gas Politics Shift
Gazprom 25 May
Three Supertankers Left Hormuz. The Market Celebrated. It Shouldn't Have.
Strait of Hormuz 25 May
New Zealand Iwi Leader Accuses Government and Emitters of Coordinated Campaign Against Climate Action
Australia 25 May
European Heat Pump Sales Accelerate as Hormuz Crisis Drives Second Energy Price Shock in Four Years
Strait of Hormuz 24 May
EU Sanctions Squeeze Tightens as Kyrgyzstan Shuts 50 Companies and Russia's Evasion Costs Hit 90% Premiums
Russia 24 May
UK Treasury Targets Shell and BP War Profits as EU Windfall Tax Debate Reopens
Shell 24 May
Trump's NATO Reversal Leaves Europe Scrambling on Defence and Energy Security Simultaneously
United States 24 May
Energy Voice news editor and Women in New Energy host, Erikka Askeland, sits down with Maisa Mont... — involving Arge...
23 May
Battery revenues rise “dramatically” amid Iran war – analysts — montelnews.com; involving Iran, Europe, Natural Gas, ...
Iran 23 May
Hormuz Buffer Is Running Out and the Market Has Not Priced It
Strait of Hormuz 22 May
The Trump administration’s federal Permitting Council is signing a memorandum of understanding wi... — involving Next...
Italy 22 May
security concern and deserves serious, sustained attention. However, portions of the document shi... — involving Midd...
Strait of Hormuz 22 May
or certification exams. The 8140 also implicitly assumes the continued relevance and accuracy of ... — involving Iran...
Iran 22 May
Trump Says War Ending "Very Soon" But Leaves Hormuz Question Unanswered
Strait of Hormuz 22 May
Fluence Doubles in a Week on Hyperscaler Bets, Then Reality Checks In
22 May
Eight Weeks In, the Iran Disruption Has Become an Inventory Crisis
Iran 22 May
Gulf Supply Crunch and Carbon Border Costs Squeeze European Fertilizer Buyers
Strait of Hormuz 22 May
Oil holds below $100 as Strait of Hormuz buffers near exhaustion
Strait of Hormuz 22 May
Iran Formalizes Strait of Hormuz Toll System as Shipping Industry Weighs Blockade Economics
Strait of Hormuz 21 May
Saudi Arabia's Fuel Oil Imports Surge 86% as Hormuz Closure Cuts Associated Gas Supply
Strait of Hormuz 21 May
Nayara's Vadinar Refinery Back Online After Sanctions-Delayed Overhaul
Brent 20 May
Oil Steady Near $111 as U.S.-Iran Ceasefire Nears Expiry and Strike Threat Resurfaces
United States 20 May
Euro Slips Below $1.16 as Oil Near Four-Year Highs Forces ECB's Hand
20 May
Horn of Africa Becomes Strategic Rear Theater as Iran Conflict Expands Westward
Iran 19 May
Oil Stocks Near Breaking Point as June Hormuz Deadline Passes Without Resolution
Strait of Hormuz 19 May
Ukraine's 556-Drone Wave Penetrates Moscow Defenses, Strikes Capital's Primary Oil Refinery
Ukraine 17 May
Opinion 3 — America's Production Peak Came Disguised as a Record
United States 17 May
Opinion 2 — The Efficiency Illusion: Why Record U.S. Gas Production Masks a Looming Supply Crunch
United States 17 May
Iranian Oil Keeps Moving to China as Hormuz Blockade Frays at the Edges
Strait of Hormuz 16 May
US Naval Blockade Cuts Off Iran's Oil Revenue as Strait Gamble Reverses
United States 16 May
Uranium Supply Gap Widens as Nuclear Expansion Outpaces Mine Output
Uranium 16 May