Energy Geopolitics
Energy geopolitics — sanctions, the Strait of Hormuz, the Iran war, Russia-China energy and supply risk.
Morocco Hits 45% Renewable Capacity and Sets Its Sights on Exporting Green Hydrogen to Europe
30 May
The Energy Trade Runs by Sea, and a Quiet Revolution in Sea Control Is Redrawing Who Holds the Leverage
China
30 May
Pakistan Can't Afford the Energy It Imports — and the Iran War Just Made the Bill Worse
Pakistan
30 May
The Iran War Should Be a Windfall for Big Oil — but Exxon and Chevron Are Lagging Their European Rivals
ExxonMobil
30 May
CMA CGM's $10bn Ports Bet Is Part of a $140bn Race to Own the Chokepoints
France
30 May
DOE Selects Five Companies to Convert 50 Tonnes of Cold War Plutonium Into Advanced Reactor Fuel
United States
29 May
IEA Calls Hormuz Closure the Biggest Energy Security Threat in History as 60 Nations Scramble
Strait of Hormuz
29 May
Russian Shadow Fleet Under Pressure as Sanctioned Diesel Tanker Fails Cuba Delivery
Russia
29 May
Analysts Warn European Gas Market Is Underpricing a Prolonged Hormuz Crisis
Strait of Hormuz
28 May
Oil Posts Steepest Weekly Loss of the Iran War as Ceasefire Hopes Build
Iran
28 May
Oil Drops 7% on Ceasefire as Central Banks Get Their First Inflation Break Since the War
Brent
28 May
EU Moves to Ring-Fence Green Manufacturing Law Against Chinese Competition
China
28 May
Explosions Reported at Bandar Abbas as Hormuz Traffic Collapses Again
Strait of Hormuz
27 May
Global Inflation Could Surge Past 10% Again If Hormuz Stays Closed Through Summer
Strait of Hormuz
27 May
Astana Blocks Gazprom Asset Seizure, Drawing a Line for Ukraine's Arbitration Campaign
Gazprom
26 May
QatarEnergy Force Majeure Extended to Mid-June as Second Hormuz Transit Attempt Fails
Strait of Hormuz
26 May
Kazakhstan Declines to Enforce $1.4 Billion Gazprom Asset Seizure as Central Asian Gas Politics Shift
Gazprom
25 May
Three Supertankers Left Hormuz. The Market Celebrated. It Shouldn't Have.
Strait of Hormuz
25 May
New Zealand Iwi Leader Accuses Government and Emitters of Coordinated Campaign Against Climate Action
Australia
25 May
European Heat Pump Sales Accelerate as Hormuz Crisis Drives Second Energy Price Shock in Four Years
Strait of Hormuz
24 May
EU Sanctions Squeeze Tightens as Kyrgyzstan Shuts 50 Companies and Russia's Evasion Costs Hit 90% Premiums
Russia
24 May
UK Treasury Targets Shell and BP War Profits as EU Windfall Tax Debate Reopens
Shell
24 May
Trump's NATO Reversal Leaves Europe Scrambling on Defence and Energy Security Simultaneously
United States
24 May
Energy Voice news editor and Women in New Energy host, Erikka Askeland, sits down with Maisa Mont... — involving Arge...
23 May
Hormuz Buffer Is Running Out and the Market Has Not Priced It
Strait of Hormuz
22 May
The Trump administration’s federal Permitting Council is signing a memorandum of understanding wi... — involving Next...
Italy
22 May
security concern and deserves serious, sustained attention. However, portions of the document shi... — involving Midd...
Strait of Hormuz
22 May
or certification exams. The 8140 also implicitly assumes the continued relevance and accuracy of ... — involving Iran...
Iran
22 May
Trump Says War Ending "Very Soon" But Leaves Hormuz Question Unanswered
Strait of Hormuz
22 May
Fluence Doubles in a Week on Hyperscaler Bets, Then Reality Checks In
22 May
Eight Weeks In, the Iran Disruption Has Become an Inventory Crisis
Iran
22 May
Oil holds below $100 as Strait of Hormuz buffers near exhaustion
Strait of Hormuz
22 May
Nayara's Vadinar Refinery Back Online After Sanctions-Delayed Overhaul
Brent
20 May
Oil Steady Near $111 as U.S.-Iran Ceasefire Nears Expiry and Strike Threat Resurfaces
United States
20 May
Euro Slips Below $1.16 as Oil Near Four-Year Highs Forces ECB's Hand
20 May
Horn of Africa Becomes Strategic Rear Theater as Iran Conflict Expands Westward
Iran
19 May
Oil Stocks Near Breaking Point as June Hormuz Deadline Passes Without Resolution
Strait of Hormuz
19 May
Opinion 3 — America's Production Peak Came Disguised as a Record
United States
17 May
Opinion 2 — The Efficiency Illusion: Why Record U.S. Gas Production Masks a Looming Supply Crunch
United States
17 May
US Naval Blockade Cuts Off Iran's Oil Revenue as Strait Gamble Reverses
United States
16 May