Energy Geopolitics

AfD's Frohnmaier meets Gazprom's Miller in Moscow, calls for Nord Stream revival

Gazprom 21 Jul

Iran Names Saudi, UAE and Qatar Energy Sites as Targets as Hormuz Supply Losses Hit 1 Billion Barrels

Strait of Hormuz 20 Jul

Court blocks $1.8 billion lawfare compensation fund as transparency debate stalls

20 Jul

Hormuz Scenario Revision and Long Nuclear Timelines Keep ULSD Bids Firm

ULSD 20 Jul

Gazprom shares hit record low as European market collapse erases value

Gazprom 19 Jul

NATO summit Ukraine pledge sharpens Turkey's transit leverage as US-Iran deal frays

Ukraine 19 Jul

Sanctioned LPG Tankers Zig-Zag in Gulf of Oman as U.S. Naval Campaign Reaches Kharg Island

United States 19 Jul

Oil's retreat from June's high looks fragile as the Hormuz normalization trade unravels

Strait of Hormuz 19 Jul

Exxon's Gulf damage runs five years; tanker owners are still posting Hormuz-era gains

Strait of Hormuz 19 Jul

UK Nationalises British Steel as Officials Prepare Thames Water Takeover

United Kingdom 18 Jul

Iran Arms Houthis for Red Sea Strike as Saudi Yanbu Exports Hit 4.7 Million Barrels

Red Sea 18 Jul

US airstrikes on Iran leave Hormuz uncertain and US reserves at four-decade lows

Strait of Hormuz 18 Jul

Crack spreads reach $70 a barrel as products outpace crude in post-Hormuz markets

Strait of Hormuz 18 Jul

US Sanctions Cuba Over Disputed Iranian Drone Claims, Adding to Crude's Geopolitical Premium

United States 18 Jul

Goldman Warns Hormuz Flows May Never Recover as Iraq Pivots to Ceyhan Pipeline

Strait of Hormuz 18 Jul

IEA Warns World Has Weeks Left to Avoid Hormuz Economic Shock

Strait of Hormuz 18 Jul

Ukrainian drone strikes on Russian secondary refineries tighten Atlantic product supply

Ukraine 18 Jul

Ukraine Drone Campaign Pushes Russia to Import Gasoline From India

Ukraine 18 Jul

Gas Bears Have the Consensus. BMI Says the Hormuz Buffer Is Thinner Than It Was in February.

Strait of Hormuz 17 Jul

Rystad Cuts China Fuel Demand Forecast as Hormuz Shock Reshapes Oil Imports

Strait of Hormuz 17 Jul

India's Oman Route Gains Value as Hormuz Stalemate Enters Its Third Month

Strait of Hormuz 17 Jul

EU storage injections falling short as Hormuz disruption extends through July

Strait of Hormuz 17 Jul

JP Morgan Sees Monthly Oil Demand Losses Accelerating as Hormuz Blockade Drags Into Third Month

Strait of Hormuz 17 Jul

Ukraine Strikes Two Russia-Linked Tankers as Black Sea Maritime Campaign Escalates

Ukraine 17 Jul

BMI Flags Heightened Hormuz Risk as Iran Orders Houthis to Prepare Red Sea Strikes

Strait of Hormuz 17 Jul

Iraq's Oil Routes Stall as Hormuz Blockade Enters Its Fourth Month

Strait of Hormuz 17 Jul

U.S. Shipbuilding Deficit Leaves Hormuz Lesson Unlearned

Strait of Hormuz 17 Jul

India Refinery Exports Hit Nine-Month High as Hormuz Disruption Reshapes Diesel Flows

Strait of Hormuz 17 Jul

Iranian Proxy Readied Red Sea Strike as Hormuz Calm Sits on Shaky Ground

Red Sea 16 Jul

BP fires chair Manifold over governance breaches as investor confidence frays

BP 16 Jul

Allies face hard choices as Trump courts a confident Xi

Brent 16 Jul

Gulf Pipeline Bypasses Cover One-Sixth of Hormuz's Normal Flow

Strait of Hormuz 16 Jul

TotalEnergies Shares Slip as Iran War Splits Its Business in Two

TotalEnergies 16 Jul

Energy price persistence pushes Fed inflation target further out of reach

Brent 16 Jul

Trump drops Hormuz toll but keeps Iranian shipping blockade in place

Strait of Hormuz 16 Jul

Crude steadies near $84 as Iran-Israel ceasefire cracks reopen Hormuz risk

Strait of Hormuz 16 Jul

UAE builds Hormuz bypass as Iraq and Saudi ready 2027 output surge

Strait of Hormuz 16 Jul

China coal power rises for fourth straight month as Hormuz disruption squeezes gas and oil imports

Strait of Hormuz 16 Jul

US core PCE inflation hits 3.2%, highest since late 2023, as Iran war drives energy costs

United States 16 Jul

After Ankara, NATO Has No Blueprint for Nordic Energy Infrastructure Defense

Russia 16 Jul