Energy Geopolitics

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

China buys €319bn of Russian fossil fuels since war began, keeping Kremlin export earnings afloat

Gold Hit a 45-Year High in 2025 Even as Central Banks Eased Off Buying

Zelensky's First Call on Trump's Peace Plan Went to Europe, Not Washington

United States 10 Jun

Pakistan Turns Hormuz Geography Into Washington Leverage as Gulf Trade Reroutes

Strait of Hormuz 9 Jun

China's $372bn Russian Energy Bill Keeps Moscow's War Funded as US Arms Sales Stall

Oil round-tripped its Red Sea spike. Three signals the supply-fear bid is fading.

Iran-Israel Weekend Escalation Reopens Red Sea Risk to Saudi Oil Exports

The supply gap the Hormuz ceasefire narrative is hiding

Strait of Hormuz 9 Jun

Ukraine's Drone War Bleeds Russia's Energy Windfall as EU Clears $105bn Loan

Calls to wall off Chinese goods collide with Europe's energy dependence on China

Six million barrels finally clear Hormuz, but the strait stays 90% shut

Strait of Hormuz 7 Jun

Singapore Spends $800m to Soften the Hormuz Shock as Iran War Nears 100 Days

Strait of Hormuz 7 Jun

India Bets on Oman and a Gulf Corridor to Ride Out the Hormuz Closure

Strait of Hormuz 6 Jun

India's Fuel Exports Sink to Lowest Since 2022 as Refiners Cut Runs and War Margins

South America Out-Exports the U.S. as Hormuz Stays Shut

Strait of Hormuz 5 Jun

Britain's Energy Cyber Plan Meets a China Supply Chain It Cannot Quickly Replace

United Kingdom 4 Jun

Iranian Strike on Kuwait Airport Reopens Gulf Risk Premium

The $100 ceiling everyone agrees on is the trade nobody is stress-testing

AI's Power Bill Arrives Just as an Oil Shock Squeezes Electricity

Ukraine's deep-strike drone campaign runs on US intelligence, and that is the part Kyiv cannot replace

Copper Tops $14,000 as Goldman Widens Its Deficit Call, and the AI Build-Out Is the Buyer

Indonesia 3 Jun

BP's ousted chairman clashed with CEO before sacking, WSJ reports

Rystad Sees $180 Oil By August As Hormuz Stays Shut, Even As Ceasefire Hopes Gut The Rally

Strait of Hormuz 3 Jun

IMO Says Hormuz Still Unsafe to Cross, Calls Iranian Tolls Unlawful

Strait of Hormuz 2 Jun

The Iran rally traders are still pricing has already failed once

European petition would make rivers and forests legal plaintiffs against polluters

Kazakhstan's Nuclear Deal With Russia Remains Unbuilt, Unfunded

Iran Deal Within Reach, But 440kg of Unlocated Uranium Hangs Over Any Agreement

Russia's $16 Billion Nuclear Deal for Kazakhstan Has No Financing Plan

Petroplus Collapse Exposes European Refining Gap as ESG Rethink Gains Ground

UAE Pipeline Push and Nigeria Output Gains Complicate Hormuz Risk Calculus

Strait of Hormuz 1 Jun

Erdogan's Consolidation Puts the Bosphorus in Play

Turkish Straits 1 Jun

UAE Strikes on Iran Defy Ceasefire as Hormuz Closure Grinds Into Another Week

Strait of Hormuz 1 Jun

China-Russia Energy Axis Holds as Western Alliance Commitments Fray

Hormuz Throughput Down Over 90% as Alternative Routes Strain Under Three Months of Conflict

Strait of Hormuz 1 Jun

The ceasefire rally is fading fast — and the supply math still doesn't add up

Iran War Hands Russia a Pipeline Opening, but Beijing Holds the Price Card

European Gas Slumps 20% on Iran Ceasefire as Ship Seizures in Hormuz Signal Fragility

Strait of Hormuz 31 May

The Iran War Is Filling Russia's Coffers and Exposing Its Weakness — So Putin Is Leaning Harder Into China

Russia Is Building Kazakhstan's First Nuclear Plant Just as the West Tries to Break Its Atomic Grip

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