Energy Geopolitics

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

Ukraine's Refinery Strikes Leave Russia Rationing Fuel Across 17 Regions

Americas Uranium Wins Frankfurt Listing as Nuclear Supply Gap Widens

Ukraine Missile Coalition Presses Macron's Model for European Defence

EIA's July Review Shows U.S. Refinery Crack Spreads More Than Doubled in Q2 as Hormuz Disruption Reshaped Product Supply

Strait of Hormuz 15 Jul

Iran conflict resumes, reviving energy risk premium and clouding July CPI

Japan Buys Russian Oil Above the G7 Price Ceiling, Testing Sanctions Architecture

Wood Mackenzie Flags Demographic Decline as Structural Risk to Long-Run Energy Demand

Congo Cobalt Controls Are Moving Supply Risk, Not Removing It

Strategic oil stocks drain as Strait of Hormuz closure stretches into fourth month

Strait of Hormuz 15 Jul

Asia's Coal Burn Rises as Hormuz Blockade Reshapes Regional Fuel Mix

Strait of Hormuz 15 Jul

Al-Qaeda affiliate pushes toward Mali capital as regional forces fracture

Ukraine strikes Zaporizhzhia dome as plant sits through its longest power outage since the war began

Houthis Move on Bab el-Mandeb as CENTCOM Restarts Hormuz Blockade

Bab el-Mandeb 14 Jul

Trump's Hormuz toll would cost more than the conflict it follows

Strait of Hormuz 14 Jul

Iran Moves 12 Million Barrels Before U.S. Reinstates Oil Blockade

Russia's gas strikes on Ukraine raise risk of retaliatory attacks on Kremlin energy assets

IEA chief says Iran war will accelerate clean energy shift, but coal push tests durability

ADB Cuts Asia-Pacific Growth Forecast as Middle East Energy Disruptions Extend Into 2026

US Strategic Reserve at 43-Year Low After Hormuz Emergency Releases

Strait of Hormuz 13 Jul

US-Mexico trade talks open with USMCA in doubt, oil flows at risk

United States 13 Jul

Abu Dhabi's Hormuz bypass pipeline hits 50% completion as capacity race accelerates

Strait of Hormuz 13 Jul

Renewed Iran Hostilities Push RBOB Gasoline Back Toward May Highs

Regime Change's Grim Middle East Record Shadows Iran as War Winds Down

LPG Prices to Japan Fall Over 20% as Third Tanker Clears Hormuz

Strait of Hormuz 13 Jul

Trump Sidelines Ukraine War as Europe Prices Its Own Defence Bill

Europe's degrowth argument runs into a competitiveness problem it cannot answer

United States 12 Jul

IEA Says Iran War Has Stripped 13 Million Barrels a Day as Asia Turns Back to Coal

Japan taps 80m barrels of reserves as Hormuz closure exposes gas dependence

Strait of Hormuz 12 Jul

European Gas Reclaims EUR 50/MWh as Hormuz Standoff Refuses to Clear

Strait of Hormuz 12 Jul

Chevron Signs West Qurna 2 Data Deal as Washington Presses Iraq on Militias

Gulf Mediators Push Washington and Tehran Back to the Table as Ceasefire Collapses

Strait of Hormuz 11 Jul

Russia's Gasoline Imports Cover a Deficit, Not a Collapse

Macron Lifts French Defence Spending to €413bn as Europe Prepares for a Total Russian Gas Cutoff

Russia's Gasoline Imports Look Big Until You Convert the Tons

Big Oil Rides the Iran War Crude Surge as Hormuz Risk Splits the Majors

Strait of Hormuz 10 Jul

Kuwait Says It Can Reach 2 Million Bpd Within a Week as Hormuz Blockade Nears 11 Weeks

Strait of Hormuz 10 Jul

Euro slips below $1.16 as Middle East energy risk pushes ECB pricing higher

Malacca Copycat Toll Fears Revive as Trump Collapses Iran Ceasefire

Strait of Malacca 10 Jul

Iranian Ship Attacks in Hormuz Push War-Risk Insurance Back Toward Crisis Levels

Strait of Hormuz 10 Jul

IMO Chief Tells Shipping to Avoid Hormuz After Fresh Vessel Attacks

Strait of Hormuz 9 Jul

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