Energy Geopolitics

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

Trump drops Hormuz toll but keeps Iranian shipping blockade in place

Strait of Hormuz 16 Jul

Crude steadies near $84 as Iran-Israel ceasefire cracks reopen Hormuz risk

Strait of Hormuz 16 Jul

UAE builds Hormuz bypass as Iraq and Saudi ready 2027 output surge

Strait of Hormuz 16 Jul

After Ankara, NATO Has No Blueprint for Nordic Energy Infrastructure Defense

Ukraine Missile Coalition Presses Macron's Model for European Defence

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

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

Congo Cobalt Controls Are Moving Supply Risk, Not Removing It

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

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

Bab el-Mandeb 14 Jul

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

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

United States 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

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

Strait of Hormuz 10 Jul

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

After Iran Ceasefire, Gulf Allies Question Whether the War Settled Anything

Russia, Strait of Hormuz: forecast / forward_looking claim — Before the Iran war, Japan and its refiners relied on the M

Strait of Hormuz 5 Jul

IEA Holds 80% of Its Emergency Reserves in Reserve as Hormuz Supply Race Begins

Strait of Hormuz 1 Jul

Hormuz Reopening Talks Obscure How Much Iran Controls the Timeline

Strait of Hormuz 30 Jun

Hormuz Transit Falls as Iran Rejects Ceasefire After Weekend Attacks

Strait of Hormuz 29 Jun

IAEA Demands Airtight Iran Verification as Hormuz Shipping Tentatively Resumes

Strait of Hormuz 29 Jun

Three buffers absorbed Hormuz. Two are running out of runway.

Strait of Hormuz 28 Jun

Europe's 13% Fossil Emissions Share Complicates the Case for High-Cost Carbon Policy

Bloomberg: Lenovo CFO sees AI component shortages lasting two to three years

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