While Gulf states invest in bypass pipelines to escape Iranian geography, Tehran is successfully institutionalizing permanent administrative control over the Strait through a new maritime toll authority and a "don’t-ask-don’t-tell" insurance market.

The Iran war is resurrecting old initiatives for bolder cooperation on energy and food security within ASEAN, but with them comes the now familiar friction between geopolitical alignment and collective decision-making.

Kazakhstan is grappling with the same fiscal and capital pressures as other recent ex-members of OPEC and OPEC+. Will Astana arrive at the same decision to leave the cartel?

The Iran war served to focus Europe’s political attention on energy diversification. However, recent summits with African producers reveal that the continent remains unwilling to do what is necessary to achieve it.

The UAE’s exit from OPEC marks the third member in seven years to leave the cartel. Given looming peak oil demand and OPEC’s dwindling share of global production: it won’t be the last.

The Iran war and other geopolitical ruptures are allowing Washington to reposition itself from systemic guarantor to indispensable supplier. This new role generates revenue where the previous one generated only obligation, while simultaneously converting the dependency it once protected others from into a dependency directed at Washington itself.

UAE’s withdrawal from OPEC may have come as a shock to some, but this is a decision that was made incrementally, across fifteen years, and in theaters far from any OPEC meeting room.

Türkiye’s Akkuyu nuclear power plant reinforces an emerging reality in the Eastern Mediterranean and surroundings: critical infrastructure projects are no longer neutral economic assets, and the struggle for energy independence comes layered with new vectors of external vulnerability.

The Iran war has cast a spotlight on supply risks inherent to corridor architecture. With the search now on for ways to diversify beyond a volatile Middle East and conditional US suppliers, the West African Atlantic corridor stands out as a way for Brussels to achieve more durable energy security.

The impacts of Strait of Hormuz closure are not evenly distributed, at least in the short-term. But the economic pain becomes more universal the longer the crisis continues.

Liquefied petroleum gas (LPG) may not have the glamour of hydrogen or offshore wind, but it is having a significant influence on how developing states report emissions and choose long-term energy partners.

This week we cover new US sanctions against Russian oil majors, the deployment of a US Carrier Strike Group to the Caribbean, a US-Australia rare earths deal, and the outcome of highly consequential midterm elections in Argentina.

The Mattei Plan is a past paradigm of Italy-Africa engagement that the Meloni administration is hoping will help consolidate Italy’s position as Europe’s southern actor in Africa. But complex geopolitical dynamics risk reducing the Plan to yet another initiative whose ambition outpaced its capacity to endure.

Mauritania’s Greater Tortue Ahmeyim is a milestone for the West African state, but if it is to be remembered as more than just a technical event, Nouakchott must translate new revenues into fiscal stability at home, influence in West Africa, and credibility in global markets.

The next two years will determine whether Canada becomes a permanent supplier in global LNG markets, with all eyes on the LNG Canada project in Kitimat, British Columbia.

The Russian economy, supported by its energy sector, has successfully weathered the brunt of Western sanctions so far. But this resilience is predicated on China’s unwavering support and pre-war reserves, both of which are finite.

The case for a Kenyan nuclear program is a lot more ideological than the average pro-nuclear politician cares to acknowledge.

The Durra/Arash conflict reflects the multitude of geopolitical complexities governing relations between Tehran, Riyadh, and Kuwait.

A new EU price cap appear to be succeeding where previous sanctions failed, producing a modest yet discernible dip in Russian fossil fuel revenues.

Fallout from the Ukraine war is just one of many factors fueling energy and food insecurity, both of which are likely to linger long after the conflict is over.