Energy Geopolitics

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

UK Energy Import Costs Rise £4.6bn as Hormuz Tanker Traffic Stays Near Standstill

Strait of Hormuz 28 Aug

Brent Recovers to $87 as Hormuz Blockade and Red Sea Attacks Keep Asian Supply Routes Under Pressure

Oil traders are pricing peace on the Strait of Hormuz as if the physical market will snap back instantly

Strait of Hormuz 27 Aug

Russia Runs Adoption Website for Ukrainian Children From Occupied Territories

Belgorod pipeline replacement signals Russian grid hardening ahead of winter strikes

Zelenskyy Cites $27 Billion Military Gap as European Leaders Convene in Kyiv

Washington Bets $35 Billion on Uzbekistan as Hormuz Alternatives Take Shape

Strait of Hormuz 26 Aug

Oil Markets Have Priced a Hormuz Recovery That Tanker Data Doesn't Support

Strait of Hormuz 26 Aug

Saudi Arabia's Red Sea Oil Route Falls Under Houthi Threat

JPMorgan Sees Growing Demand Losses as Hormuz Closure Drains US Reserve to 43-Year Low

Strait of Hormuz 25 Aug

Russia Rushes to Restart Refineries as Ukraine Drone Strikes Force Fuel Imports

IEA Chief Declares Hormuz Fuel Flows "Broken" as Emergency Buffer Shrinks

Strait of Hormuz 25 Aug

ADNOC Commits $1.3 Billion to Supertankers and Issues Ninth Spot Tender as Hormuz Disruption Runs Long

Strait of Hormuz 24 Aug

UAE Cuts All Trade Ties With Iran After Missile Strike on Its Territory

European Diesel Up 70% Above Pre-War Levels as US Prepares New Iran Economic Campaign

United States 23 Aug

Only 7% of Planned Green Hydrogen Projects Were Built on Time, Exposing Hormuz-Dependent Economies

Strait of Hormuz 22 Aug

China's 15th Five-Year Plan Sets Pipeline and Storage Targets Shaped by Hormuz Supply Risk

Strait of Hormuz 22 Aug

China Restricts Fuel Exports and Boosts Coal Buying as Hormuz Closure Nears Four Months

Strait of Hormuz 22 Aug

Brazil's Dual Supercomputer Deal Deepens the Falklands Strategic Divide

Hormuz Traffic Remains Suppressed While Houthis Target the Saudi Bypass Route

Strait of Hormuz 21 Aug

European Gas Rebounds to €65 After August Profit-Taking as Hormuz Shipping Stays Contested

Strait of Hormuz 21 Aug

Saudi Uranium Enrichment Concession Reshapes Riyadh's Pivot to Beijing

Saudi Arabia 21 Aug

India equities rally on each Middle East ceasefire, then crude recovers anyway

Russia and Iran Build Caspian Corridor to Bypass Gulf Sanctions

Iran's Sanctions Waiver Expires as Tehran Builds Alternative Export Channels

Houthi Blockade Seals Saudi Arabia's Red Sea Exit as Tankers Divert or Run Dark

Three Supply Signals That Don't Fit the Hormuz Squeeze Narrative

Strait of Hormuz 20 Aug

Aramco Weighs Saudi-Controlled Tankers for Hormuz Transits Alongside Sinokor

Strait of Hormuz 19 Aug

Iraq's Hormuz Bypass Ambitions Run Into a Missing Port

Strait of Hormuz 18 Aug

RBOB gasoline bears are pricing supply that keeps failing to arrive through the Strait of Hormuz.

South Korea's jet fuel exports hit nine-month high as Hormuz rerouting reshapes product flows

Strait of Hormuz 17 Aug

Hormuz Shipping Safety at Wartime Nadir as Tanker Traffic Falls to Two-Month Low

Strait of Hormuz 17 Aug

Kazakhstan Seeks Caucasus Pipeline Alternatives After Black Sea Drone Strikes

Egypt and Libya Near $1 Billion Pipeline Deal as Iran Shadows North African Supply

Somali Pirates Exploit Hormuz Rerouting With Three Tanker Seizures

Strait of Hormuz 15 Aug

Opinion: Germany's December Nuclear Closure Is the Multiplier Europe's Gas Crisis Did Not Need

Russia Diesel Ban and War Disruptions Drive 10% Refining Cut as Inventory Buffer Thins

Hormuz Vessel Count Falls to Six as U.S.-Iran Talks Collapse Again

Strait of Hormuz 14 Aug

Russian Strikes on Ukraine Gas Facilities Not Expected to Lift EU Import Demand, Analyst Says

Russia and China deepen ties, but the quartet of chaos has no treaty holding it together

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