Energy Geopolitics

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

ADNOC Buys Five Supertankers for $590 Million as Hormuz Attacks Force Abu Dhabi to Rebuild Its Fleet

Strait of Hormuz 13 Aug

Hormuz Ship Traffic Falls to Weekly Low as Standoff Enters New Week

Strait of Hormuz 13 Aug

Shell, Exxon and Chevron Warn Fuel Stocks Are Running Dangerously Low as Hormuz Flows Stay Weak

Strait of Hormuz 13 Aug

Central Asia Railway Could Cost Up to $9 Billion, Former Kumtor Executive Warns

European Analysts Drop Stable Baseline Assumptions as Geopolitical and Climate Shocks Overlap

UCLA Plastic-to-Hydrogen Process Emerges as Middle East Shipping Chokepoints Restrict Energy Trade

Trump Opts for Economic Squeeze on Iran as Hormuz Standoff Deepens

Strait of Hormuz 12 Aug

Libya Zawya Drone Attack Adds Fresh Supply Risk as Hormuz Disruption Persists

Strait of Hormuz 12 Aug

Ceuta Crisis Tests European Defense Cooperation as Energy Security Climbs NATO Agenda

Uniper Says European Gas Prices Will Hold Near EUR 50-60/MWh While Hormuz Stays Shut

Strait of Hormuz 12 Aug

Houthis Close Saudi Arabia's Red Sea Oil Corridor at Bab el-Mandeb

Saudi-Houthi talks fail to shift crude's Red Sea exposure

Ukraine Kills 12 in Drone Attack on Taneco Refinery in Russia's Tatarstan

ADNOC Ships Through Hormuz With Transponders Off as U.S. Sodium-Ion Plant Targets China's Battery Lead

Strait of Hormuz 12 Aug

Debanking Crackdown Leaves Commodity Traders Scrambling for Bank Accounts

Australia 11 Aug

Netanyahu Rejects Trump Gaza Proposal as Iran Sets Six Demands on Hormuz

Strait of Hormuz 10 Aug

Omsk Drone Strike Tightens Gasoline Squeeze Across Central Asia

Gulf shipping threat worst since Iran war began, security firms warn

Shell Books Near-Record Quarterly Profit From Iran War Volatility, Maintains $3bn Buyback

UAE Half-Builds Hormuz Bypass as Blockade Enters 11th Week

Strait of Hormuz 10 Aug

Ukraine Hits Lukoil's Volgograd Refinery as Russian Fuel Rationing Spreads

Asia-Pacific Airlines Face Prolonged Jet Fuel Crunch as Hormuz Shutdown Enters Fifth Month

Strait of Hormuz 9 Aug

Washington Explores Patriot Co-Production as Ukraine's Intercept Shortage Deepens

Euro Drops to Four-Month Low as Middle East Risk Lifts Carbon and Pressures ECB

Ukraine's Drone Campaign Knocks Three Russian Refineries Offline in Six Days

ADNOC Logs 15 Vessel Attacks as U.S. Output Offsets Hormuz Supply Loss

Strait of Hormuz 9 Aug

European Jet Fuel Stocks Held at 30 Days of Cover as Hormuz Shortage Forecasts Failed to Hit

Strait of Hormuz 9 Aug

Iraq's Output Collapse and Hormuz Disruption Squeeze Europe's Gas Buffer

Strait of Hormuz 9 Aug

Trump's Saudi Nuclear Deal Lifts Uranium ETFs Ahead of Congressional Review

Saudi Arabia 9 Aug

Iran Sets Six Conditions for Hormuz Reopening, Ruling Out Near-Term Resolution

Strait of Hormuz 8 Aug

Norway and Finland Face Rising Pressure to Rethink Arctic Demilitarized Zones

ICE Brent Surged Past $100 on Red Sea Attacks Before Retreating to $82 as Gulf Tensions Ease

IMO-led evacuation plan for Hormuz signals months of gridlock, not a path back to normal

Strait of Hormuz 8 Aug

London aluminum up 17% as Middle East smelter outages extend conflict's supply impact

Central Asian Work Registrations in Russia Drop 17 Percent in First Half of 2026

Iran Parliament Threatens Hormuz Closure as US Escorts Log 6.5 Million Barrels Daily

Strait of Hormuz 7 Aug

U.S. Restricts Tungsten Scrap Exports as Prices Surge Over 500% on Chinese Curbs

United States 7 Aug

UK Fuel Theft Jumps 48% as War-Driven Pump Costs Squeeze Drivers

United Kingdom 7 Aug

Kashmir Violence Strains the $10 Billion Trade Pledge India and Pakistan Made Two Weeks Ago

US Navy Holds Hormuz Open While Scientists Chase Plastic-to-Hydrogen Alternative

Strait of Hormuz 6 Aug

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