Energy Geopolitics

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

NYMEX Heating Oil Jumps Nearly 4% as Hormuz Supply Disruption Keeps Petroleum Products Firm

Defence Giants Deploy Record $4.1bn Into European Startup Funding This Year

Iran's Sanctions Bill Reaches $270 Billion as Oil Exports Rebound Through Opaque Channels

Europe Pledges €70 Billion for Ukraine as US Disengages From Peace Push

MRPL Bars Suppliers From Hormuz and Red Sea in First Indian Refinery Dual Restriction

Strait of Hormuz 28 Jul

IRGC Economic Grip Clouds Central Asia's Iran Trade Calculus

India's Refiners Absorb Mounting Losses as Middle East Conflict Reshapes Asia-Pacific Fuel Procurement

Middle East Intra-Regional Trade Stuck at 2.9% of GDP as Integration Ambitions Outrun Political Reality

United States 27 Jul

Gazprom Falls to One-Fifteenth of Its 2008 Value as Russian Corporate Losses Reach $150 Billion

Russia's Finance Ministry Finds $13 Billion Revenue Plan Covers Barely a Month of War Costs

Russia Moves to Seize $40 Billion in Pension Savings as War Costs Stretch State Budget

Collapsed Iran Ceasefire Sends Shipping Into Fresh Turmoil as Goldman Flags $120 Oil

Xi’s Pyongyang Visit Signals Shift, Not Thaw, in North Korea Energy Black Market

Drone Attacks Shut Kazakhstan's CPC Black Sea Terminal With No Viable Bypass

Enagas Calls Geopolitical Energy Volatility Structural as Hormuz Pressure Holds

Strait of Hormuz 25 Jul

No Tankers Exit Hormuz as Kaifan Attack Signals Return to Disruption

Strait of Hormuz 24 Jul

The demand signal hidden inside the Hormuz trade

Strait of Hormuz 21 Jul

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

Hormuz Scenario Revision and Long Nuclear Timelines Keep ULSD Bids Firm

Gazprom shares hit record low as European market collapse erases value

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

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

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

IEA Warns World Has Weeks Left to Avoid Hormuz Economic Shock

Strait of Hormuz 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

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

Strait of Hormuz 17 Jul

U.S. Shipbuilding Deficit Leaves Hormuz Lesson Unlearned

Strait of Hormuz 17 Jul

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

Allies face hard choices as Trump courts a confident Xi

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

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