Energy Geopolitics

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

Hormuz LPG Squeeze Pushes US Gulf Coast Propane 25% Above Pre-War Levels

Strait of Hormuz 6 Aug

Trump Attacks Oil War Profits as European Majors Bank Wartime Trading Gains

Trump Says US-Iran Deal Days Away as Mined Hormuz Lane Keeps Oil Skeptical

Strait of Hormuz 5 Aug

Hormuz and Red Sea Shipping Threat Peaks at War-High, Forcing Indian Crude Reroutes

Strait of Hormuz 5 Aug

TotalEnergies Earnings Signal How Far the Hormuz Squeeze Has Lifted Refining Margins

Strait of Hormuz 5 Aug

China's EV Fleet Erodes the Strait of Hormuz's Demand Leverage

Strait of Hormuz 5 Aug

Trump's Iran ceasefire gamble leaves Washington as the weakest party at the table

Euro slides below $1.16 as Middle East energy costs feed ECB inflation dilemma

Caspian Pipeline Consortium Shuts Down Again as Ukrainian Drones Strike Novorossiysk Tankers

Prabowo's $10.5 Billion Meals Program Tests the Budget That Funds Pertamina

Pertamina 4 Aug

Kyrgyzstan Takes UN Security Council Seat With Abstentions Expected on Russia-Tied Files

US-Saudi Strikes on Iraqi Militias Pull Baghdad Into the Iran War

United States 4 Aug

China's Tungsten Grip Draws War-Risk Warning With November Export Review in View

Saudi Arabia's Egyptian Reroute Hits Drones and Pipeline Ceiling

Saudi Arabia 3 Aug

China's tungsten export squeeze accelerates strategic stockpiling across energy supply chains

Mitsubishi Builds Central European Tungsten Capacity as China Tightens Critical Mineral Exports

URA Uranium ETF Falls 2% as Saudi Enrichment Deal Stirs Proliferation Doubts

Saudi Arabia 3 Aug

Russia's Labor Gap Hits 2.5 Million as War Economy Burns Through Workers

Aramco Considers Separate Mediterranean OSP for Chinese Buyers as Red Sea Routes Stay Blocked

Australia and Perdaman Group to Study First New Domestic Refinery Since 1960s After Iran War

Australia 2 Aug

Hormuz Flow Data Challenges the Case Behind Oil's Ceasefire Selloff

Strait of Hormuz 2 Aug

India Flags Crude Surge Risk as Hormuz Disruption Squeezes Asia's Import Budgets

Strait of Hormuz 2 Aug

Washington Backs Madagascar Rare Earths as Beijing Holds Export Controls

United States 2 Aug

IAEA Begins Iran Uranium Verification But 440 Kilograms of Enriched Material Remains Unlocated

ExxonMobil and Chevron Funnel Record War-Driven Profits Into Debt Paydown

ExxonMobil 1 Aug

Falklands Dispute Reshapes South Atlantic Energy Calculus as Argentina Tightens Grip

Argentina 31 Jul

Ukraine Drone Strikes Hit Two Russia-Linked Tankers in the Black Sea

Washington's Pacific credibility gap complicates Asia's Hormuz calculation

Strait of Hormuz 31 Jul

Poland Commits $2.3 Billion to Air Defence After Russian Missile Enters NATO Airspace

Iran's Guards Control Half the Oil Washington Wants to Unsanction

Ukraine Drones Halt Salavat Petrochemical Complex as Russian Refining Capacity Erodes

Senate Votes 86-12 to Advance Russia Sanctions Bill Giving Trump Sweeping Tariff Powers Over Energy Buyers

Hormuz Closure Sends Crop Prices to Three-Year High as Russia and China Move to Fill Fertilizer Gap

Strait of Hormuz 31 Jul

Iranian Missile Intercept Reverses Crude's Ceasefire Selloff as Hormuz Risk Lingers

Strait of Hormuz 31 Jul

Brazil's middle-class energy demand faces a long wait as economic hopes fade

Trump Threatens Iran Strikes After Proxies Damage Saudi Oil Facilities

Brent's Fall From $100 Tests September Rate-Hike Bets Built on Red Sea Attacks

DOE Export Rules Conflict with Energy Emergency Findings, Public Citizen Says

United States 29 Jul

Ineos Uses Hormuz Ceasefire Window to Extract Antwerp Cracker Modules

Strait of Hormuz 29 Jul

Middle East Pipeline Bypasses Narrow Russia's Hormuz Windfall

Strait of Hormuz 29 Jul

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