Energy Security
Beijing’s Cold Calculus: Why China Won’t Save Iran
As US-Israeli strikes reshape the Middle East, China's measured response reveals an economic strategy that prizes Gulf stability over ideological solidarity.
Iran’s Hormuz Strikes Paralyze 20% of Global Oil Transit, Test Gulf Investment Thesis
Retaliatory attacks on U.S. bases following assassination of Ayatollah Khamenei have effectively closed the Strait of Hormuz, triggering insurance withdrawals and leaving 150 ships stranded—the first complete halt in the chokepoint's history.
Japan and US Prepare Nuclear Project for $550 Billion Infrastructure Deal
Tokyo's landmark investment package adds atomic power component, marking Japan's strategic reversal fifteen years after Fukushima as energy security trumps domestic opposition.
Baghdad Airport Under Fire as Iraq Oil Exports Face Disruption Amid US-Iran War
Attacks on US military installations at Baghdad International Airport threaten crude flows from OPEC's second-largest producer as Middle East conflict pushes oil past $81 per barrel.
Carbon Capture’s Market Inflection: Rising Demand Meets Infrastructure Bottlenecks
CCS and DAC deployments surge across Europe and North America amid falling costs and multi-billion government subsidies, but regulatory delays and project cancellations expose gaps between ambition and execution.
Korea’s KOSPI Plunges 7.2% as Iranian Strikes on Saudi Oil Facilities Trigger Energy Crisis Fears
South Korea's benchmark index posts worst session in 19 months as drone attack on Aramco's Ras Tanura refinery sends oil toward $80 and exposes Seoul's energy vulnerability.
US Southern Command Launches Ground Operations in Ecuador as Oil Disruption Risks Mount
Joint anti-narco mission marks escalation in Latin America security posture amid heightened global energy market volatility.
Iraq Shuts Rumaila Supergiant as Gulf Crisis Chokes 3 Million Barrels Per Day
Storage tanks overflow as tanker gridlock forces production halt at world's third-largest producing field amid escalating US-Iran conflict.
Canada and India Lock In $2.6 Billion Uranium Deal as Diplomatic Ice Melts
Prime Minister Mark Carney secured a decade-long nuclear fuel supply agreement in Delhi, resetting ties frozen since 2023's assassination crisis.
Europe Gas Crisis Returns as Iran Conflict Drives Prices to €46/MWh
Qatar halts LNG production after Iranian strikes on Gulf energy hubs, sending European TTF futures up 45% and exposing the continent's persistent dependence on volatile global supply chains.
Israel Shuts Leviathan Gas Field Amid Iran Conflict, Threatening Mediterranean Supply Chains
Chevron halted production at the 1.2 bcf/d field following government order, cutting 60% of Israel's gas output and disrupting exports to Egypt and Jordan as regional energy infrastructure faces mounting security risks.
Iran Crisis Exposes China’s Energy Achilles Heel as Oil Hits $79
Strait of Hormuz disruption forces Beijing to confront decade of vulnerability despite 1.5 billion barrel strategic reserve.