Energy
Reliance Pivots Back to Russian Oil as U.S. Waiver Exposes India’s Energy Bind
Washington granted India a 30-day window to unload Russian crude stranded at sea, reversing months of sanctions pressure and revealing the limits of coercive energy diplomacy.
Energy Crisis Meets Hemispheric Fracture as Gulf War Reshapes American Policy Calculus
Oil shock converges with Latin American diplomatic rifts while infrastructure vulnerabilities expose strategic blind spots from Havana to Houston.
Oil Shock Meets Labour Reversal as Three Crises Converge on European Capitals
US payrolls turn negative for the first time since 2020 while European gas prices post their biggest weekly jump in three years, forcing policymakers to confront stagflation risks as Iran conflict enters its second week.
Strait of Hormuz Closure Triggers Oil Shock as China Sets Lowest Growth Target on Record
Energy markets convulse while Beijing pivots to self-reliance, semiconductor supply chains fracture, and labour data turns negative for the first time since 2020.
Europe Gas Prices Poised for Biggest Weekly Jump in Three Years as Middle East Conflict Cuts LNG Supply
Benchmark TTF prices surge 50% as Qatar halts production and Strait of Hormuz disruption removes 20% of global LNG from markets, reviving 2022 energy crisis fears.
Lammy Declares UK Strikes on Iran Lawful as Oil Hits $85 and Hormuz Premiums Surge 400%
Deputy Prime Minister invokes Article 51 self-defence doctrine while Brent climbs to 15-month high and war risk insurance for tankers quintuples in 48 hours.
Ukraine Claims First Territorial Gains Since 2023 as Battlefield Dynamics Shift
Kyiv recaptured 460 square kilometers since January, disrupting Russia's spring offensive plans while peace talks remain stalled.
ECB’s Sleijpen Dismisses Oil Volatility as Threat to Inflation Outlook
Dutch central bank chief says recent energy price surge won't derail European Central Bank's economic projections, maintaining policy remains in a 'good place' despite Middle East tensions pushing Brent above $82.
Oil’s March Toward $200: Supply Shocks Eclipse Strategic Reserve Defenses
Strait of Hormuz closure and pipeline outages drive Brent above $85 as depleted SPRs and constrained OPEC+ spare capacity expose fragile supply buffers.
Insurers Abandon Gulf Energy Lifeline as Strait of Hormuz Nears Total Shutdown
War risk premiums surge to 1% of vessel value as Iran's closure of the world's most critical oil chokepoint strands 150 ships and threatens 20% of global petroleum supply.
Iran Strikes Israeli Interests in Bahrain as Gulf States Enter US-Israel Conflict Crossfire
Retaliatory attacks on US Navy 5th Fleet headquarters and civilian targets across Gulf monarchies mark dramatic escalation of Iran war, with Saudi Arabia intercepting missiles.
US-Venezuela Reset Reshapes Oil Markets and Regional Power Balance
The thaw follows Maduro's capture and could unlock 303 billion barrels while challenging China's $60 billion Latin America foothold.