Energy Geopolitics

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

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

Bloomberg: Lenovo builds server factory in Riyadh to serve Middle East market

Gulf Disruption Forces Southeast Asia to Confront Its Fossil Fuel Dependence

Strait of Hormuz 27 Jun

Oil Risk Premium Drains as Hormuz Tanker Flows Resume After Ceasefire

Strait of Hormuz 27 Jun

Opinion: Iran's Transit Toll Has Outlasted the Crisis That Created It

UAE Accelerates Hormuz-Bypass Pipeline as Gulf States Reprice Choke-Point Dependency

Strait of Hormuz 27 Jun

Asia's Hormuz Crisis Cements the Case for Domestic Energy

Strait of Hormuz 26 Jun

Bloomberg: Hormuz floating storage drawdown unsustainable, masks weak Chinese demand

Strait of Hormuz 26 Jun

Ukraine's DTEK Says Country Better Placed for Winter After War Lessons

Russia Squeezes Oligarchs for $4 Billion as Energy Revenue Slips

Sidi Pipeline Damage Puts Saudi Red Sea Oil Route at Risk

Kazakhstan Signs $12 Billion in EU Deals as Russian Transit Grip Persists

Dangote Refinery IPO Draws $2 Billion Private Placement Demand as Nigeria Opens Pension Pool

Humber Hydrogen Consortium Pushes Westminster on 2.2 GW Hub as Leadership Contest Looms

Tanker owners reaped record war-risk premiums as Hormuz reopened in May

Strait of Hormuz 24 Jun

ASEAN Leaders Head to Moscow for Energy Talks as Russia Presses Advantage After Iran Shock

Farm-state Republicans push to attach billions in tariff relief to Iran war funding

Farm-State Republicans Press $17.2 Billion Aid Onto Iran War Bill

Gulf Doubts Over US-Iran Peace Deal Keep Italy's Energy Costs in Limbo

United States 24 Jun

Power companies are still planning for climate regulation. Sort of.

U.S. Cyber Chief Declares Infrastructure Disruptions Inevitable Amid China Threat

United States 24 Jun

Anthropic joins Frontier Climate as buyers group pledges $915 million for carbon removal

BMI Says Iran War Is Reshaping Oil and Gas Markets All the Way to 2050

Trump Blames UK Energy Policy for Starmer's Fall as Leadership Race Opens

United Kingdom 23 Jun

Twenty-Three NATO Allies Set to Hit 2% Defence Target as Europe Tests Life After Article 5

United States 23 Jun

Trump's Taiwan arms hold forces allies to weigh defense costs against energy budgets

Gold set 56 records in 2025, then fell 15% once the February war arrived

Iran missile strikes threaten ceasefire, lifting crude above $96

Iran War Pushes US Inflation to 3.3%, Squeezing the Fed Toward Rate Hikes

Nuclear's Energy-Security Pitch Outruns Its Reactors

SBTi rewrites net-zero standard to let firms offset residual emissions

Three Countries Now Mine Three-Quarters of the World's Uranium

Oil sheds Iran war premium on Trump ceasefire, then rebounds on his reversal

Review of 561 degrowth studies finds almost 90% are opinion, not analysis

BP's 4.3% share slide after chairman's ousting reopens governance questions over the North Sea major

UAE Bypass Pipeline Halfway Done as Iran's Hormuz Leverage Erodes

Strait of Hormuz 13 Jun

Trump Weighs Holding $14bn Taiwan Arms Package as Asian Allies Build Hedges

United States 12 Jun

A coal-funded watchdog goes after the climate science behind oil litigation

United States 11 Jun

Oil Spikes as Fresh US-Iran Strikes Reignite Hormuz Blockade Fears

Strait of Hormuz 11 Jun

EU Storage Stuck Near 33% as Analysts Warn Hormuz Must Reopen by July

Strait of Hormuz 11 Jun

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