Energy Geopolitics

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

BP board fires chairman Manifold after “serious” conduct concerns, deepening leadership crisis

Ukraine's Drone War Undermines Russia's Gas Push Into Central Asia

Chinese Rare Earth Firms Balk at Western Due Diligence Rules, Fearing Reprisals from Beijing

Power demand for directed-energy weapons pushes vehicle electrification up the Pentagon agenda

Maritime War-Risk Claims Hit $2 Billion as Gulf and Red Sea Attacks Force Tanker Rerouting

India Locks In US Energy Deals as Hormuz Stalemate Persists

Strait of Hormuz 4 Sep

Americans to Pay $1.39 Billion Extra at the Pump This Labor Day as Hormuz Flows Stay Disputed

Strait of Hormuz 4 Sep

Vitol moves into Venezuela as Beijing's $10bn debt claim clouds restructuring

Brazil Gives Government Veto Power Over Foreign Mining Deals

Ukraine Drone Strikes Drive Russian Refinery Runs to 30% Below Seasonal Norms

US Diesel Hits $5.78 a Gallon as Hormuz Disruption Strips Half of Normal Tanker Flow

Strait of Hormuz 3 Sep

Ukraine Strikes Ust-Luga and Bashkortostan as Russian Diesel Exports Hit Multi-Year Low

Asian Import Data Undercuts US Claims on Hormuz Throughput

Strait of Hormuz 3 Sep

Saudi Wealth Fund's $100bn India Pledge Exposes Limits of Mecca Pact for Pakistan

Saudi Arabia 3 Sep

Trump Envoys Plan Kyiv Visit After Moscow Talks as Russian Minister Returns to G20

Cairo Expands Chinese Industrial Zone at Suez as Canal Revenue Collapses

Suez Canal 3 Sep

Washington’s $13bn Venezuelan Oil Haul Complicates China’s South Atlantic Play

Venezuela 3 Sep

BRICS Added Record Fossil Capacity in 2025 as Political Cohesion Frays

AfD Meets Gazprom's Miller in Moscow to Push Nord Stream Revival

China Bears Brunt of Trump's Iran Sanctions as Shandong Stockpiles Run Low

IAEA Confirms 73 Tonnes of Undeclared Uranium at Assad's Hidden Syrian Reactor Site

Kuwait Pursues Fujairah Pipeline Route as Gulf Producers Weigh Hormuz Alternatives

Strait of Hormuz 1 Sep

Trump Sold Exxon Stock the Day He Announced the Iran Ceasefire

ExxonMobil 1 Sep

Gulf States Pour Billions into Hormuz Bypass Pipelines as Strait Closure Enters Fourth Month

Strait of Hormuz 1 Sep

Israel Bombs Syrian Airbase to Block Turkish Deployment as Rivalry Hardens

US Products Tighten as Hormuz Deadlock Extends Into September

Strait of Hormuz 31 Aug

Trump's Iran Strategy Stalls as China Resists Isolation Push and Peace Window Shuts

Iran War Adds $330 Billion to World Energy Import Bill in Six Months

Europe Faces Twin Shock as Heatwaves and Hormuz Drive Storage to Two-Decade Low

Strait of Hormuz 31 Aug

Britain's Falklands Position Erodes as Argentina Unites and China's Chancay Port Comes Online

United Kingdom 31 Aug

UBS and Currie Back Commodity Upcycle as Hormuz Stalemate Drives Quantix to Record

Strait of Hormuz 31 Aug

Azerbaijan Bets the Caspian on Clean Energy While Traders Track Hormuz

Strait of Hormuz 30 Aug

Kazakhstan's Refineries Reject Gasoline Exports to Russia Despite Ministry Clearance

Hormuz Closure Adds Financing Drag to Europe's Offshore Wind Recovery

Strait of Hormuz 30 Aug

UK Winter Energy Cap Rises to £1,723 as Iranian War Keeps Gas Costs at Three-Year Highs

United Kingdom 30 Aug

Saudi Arabia Masses 16 VLCCs Off Oman as Houthi Attacks Threaten Its Hormuz Bypass

Strait of Hormuz 29 Aug

Russia and Iran advance Caspian gas deal as Hormuz closure drags on

Strait of Hormuz 29 Aug

UK Winter Energy Cap Heads to Three-Year High After Iran Conflict Doubles Gas Prices

United Kingdom 29 Aug

Opinion: Russia Crossed Into Net Fuel Importer Territory This Summer

MIT AI Work Challenges Fossil-Fuel Ammonia as Hormuz Disruption and Russian Cuts Tighten Supply

Strait of Hormuz 28 Aug

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