Ukraine

Russia

Energy

Military & Security

Russia-Ukraine Conflict

Ukraine launched overnight strikes using long-range "Long Neptune" cruise missiles, hitting Russia's Novorossiysk oil export hub, Reuters reported on Nov. 14.

Ukraine, Russia: Ukrainian Strikes Halt Novorossiysk Oil Exports, Heightening Risks for Russia and Kazakhstan

United States

Economics

Politics

U.S. Secretary of State Marco Rubio said the United States has nearly exhausted major sanctions options against Russia after targeting its largest oil companies, Rosneft and Lukoil, in October, Politico reported on Nov. 13. 

U.S., Russia, Ukraine: Rubio Says Sanctions Near Limit as Russian Forces Advance in Pokrovsk

Europe

Environment, Science & Technology

The European Parliament voted on Nov. 13 to scale back the European Union's sustainability reporting and due diligence framework, including major cuts to the Corporate Sustainability Reporting Directive (CSRD) and the Corporate Sustainability Due Diligence Directive (CSDDD), a press release by the European Parliament shows.

EU: European Parliament Votes in Favor of Scaling Back Supply Chain Sustainability Regulations

Sub-Saharan Africa

Americas

Middle East and North Africa

Asia-Pacific

Eurasia

South Asia

The International Energy Agency stated in its World Energy Outlook, published Nov. 12, that oil demand would not peak by 2050 unless current energy transition policies globally became more ambitious.

Global: IEA's 2025 World Energy Outlook Published With New Current Policies Scenario

Russia fired hundreds of drones and over 30 hard-to-intercept ballistic and cluster munitions, destroying Ukraine's thermal power generation and targeting substations supplying its nuclear plants, Ukrainska Pravda reported on Nov. 10.

Ukraine, Russia: Ukraine Seeks IAEA Action After Russian Strikes Cripple Power Grid

Swiss commodity trader Gunvor withdrew its bid to acquire Russian oil giant Lukoil's international assets, including refineries, oilfields and retail networks in Europe, Iraq and Central Asia, after the U.S. Treasury Department publicly denounced the deal, calling Gunvor a Kremlin "puppet," and signaled it would not grant a sanctions waiver, Bloomberg reported Nov. 6.

Russia: Swiss Firm Gunvor Withdraws Bid To Buy Lukoil Assets After U.S. Calls It a Kremlin 'Puppet'

Indonesia

The Indonesian government announced that new industrial permits would not be granted to projects that plan to produce only intermediate nickel products such as nickel pig iron, matte and mixed hydroxide precipitate unless they also include plans for further in-country processing, Bloomberg reported Nov. 6.

Indonesia: New Nickel Permits Halted To Enforce Downstream Processing

Google announced on Nov. 4 a new research project, Project Suncatcher, which aims to carry out foundational work on scaling machine learning in space.

Space: Google Launches Project Suncatcher, Aiming To Build Data Centers in Space

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant energy analyses.

Below are our latest and most relevant energy analyses.

The Libyan Civil War

The Fight Against the Islamic State

The Politics of Pipelines

_Energy

Nigeria: Obstacles to Prosperity

The Battle for Mosul

A Crude Recovery

Broken Contracts in the Middle East

Russia's Internal Struggle

East African Integration

Assessments

Israel

Saudi Arabia

United Arab Emirates

Yemen

Yemen's Houthi fighters man machine guns mounted on trucks as they participate in a weaponized protest staged against the United States and Israel on Nov. 6, 2025 in Sanaa, Yemen. 

Global Trade

Israel is expected to soon launch another offensive against Yemen's Iran-backed Houthis, which will risk reigniting the civil war and exposing Gulf countries and Red Sea shipping to retaliatory attacks.

What a Renewed Israel-Houthi Conflict Would Mean for Yemen and Gulf Security

China

Uzbekistan

Tajikistan

Turkmenistan

Kazakhstan

Kyrgyzstan

U.S. President Donald Trump (C), joined by lawmakers and members of his administration, delivers remarks during a dinner with leaders of Central Asian countries in the East Room of the White House on Nov. 6, 2025.

The recent C5+1 summit highlighted the U.S.'s desire to boost cooperation with Central Asian countries on trade and critical minerals, but the region's geography, governance and reliance on China and Russia will ultimately limit the impact of such efforts. 

The Promise and Limits of Increased U.S. Engagement in Central Asia

Entrance signage is seen at OPEC's headquarters in Vienna, Austria, on July 23, 2024.

Riyadh and its Gulf partners will likely prioritize OPEC+ unity and cooperation with Moscow on oil policy over boosting production to offset Russian supply losses from U.S. sanctions, even if it risks irking Washington.

Why Saudi Arabia Won't Backfill Russia's Sanctioned Oil Exports

Mali

Malian trucks carrying fuel are seen waiting to cross the border between Cote d'Ivoire and Mali on Oct. 31, 2025. 

In the likely case that the junta fails to lift the blockade on Bamako by force, rising internal tensions could ultimately fragment the country's security forces, potentially enabling the al Qaeda affiliate JNIM to assert control over the capital.

Mali's Junta Fights for Its Life as Jihadists Tighten Their Noose on Bamako

Brazil

The COP30 logo at the central building is seen ahead of the COP30 Brazil Amazonia 2025 on Nov. 3, 2025 in Belem, Brazil. 

Social Issues

The 30th U.N. Climate Change Conference is poised to highlight the enduring impasse between developed and developing nations, particularly regarding financial responsibilities and the transition from fossil fuels.

A Breakthrough on Climate Targets is Unlikely at Brazil's COP30

An aerial photo shows the Saudi capital of Riyadh.

An aspiring middle power, Riyadh must still balance ancient imperatives with modern challenges before it reaches the kind of geopolitical security enjoyed by neighbors like Turkey, Iran and Egypt.

The Modern Geopolitics of Saudi Arabia

A flag displaying the logo for Russia's Lukoil oil giant flies near a Russian flag in Moscow on Oct. 23, 2025.

The sanctions on Rosneft and Lukoil aim to financially coerce Russia into negotiating a ceasefire in Ukraine, but patchy enforcement and continued Asian demand for Russian crude will limit the impact.

New U.S. Sanctions Strike at the Heart of Russia's War Economy

The Geopolitics of Trade

The recalibration of the European Union's sustainability framework will ease near-term compliance burdens and costs for businesses but preserve long-term uncertainty.

The Geopolitics of Trade: EU Steps Back From Ambitious Environmental Policies

Tanzania

Tanzanian President Samia Suluhu Hassan of the ruling Chama Cha Mapinduzi (CCM) party reacts on stage during a rally in Dar es Salaam on Aug. 28, 2025, to officially launch the CCM's campaign ahead of the Tanzanian general election. 

Tanzanian President Samia Suluhu Hassan is highly likely to be reelected in the Oct. 29 ballot, which is unlikely to turn violent but could portend wider governance challenges in the medium term.

Previewing Tanzania's General Elections

Global Elections

Russian flag on a cracked wall, illustrating an economic decline with a downward arrow. 

Despite high consumer confidence, underlying economic indicators show a significant contraction in non-defense industrial production, slowing consumption and falling investment, signaling that the Kremlin's war economy is steadily deteriorating.

Russia's War Economy Is Faltering

Iran

The U.N. Security Council holds a meeting on Iran at the U.N. headquarters in New York City, New York, on Sept. 19, 2025. 

The increased isolation will make Iran more reliant on China and Russia, while the added economic strain could fuel domestic protests and empower Iranian hard-liners calling for more aggressive action against the West.

U.N. Sanctions Snapback: What's Next for Iran?

U.S.-Iran Relations

Egypt

Palestinian Territories

Egyptian army vehicles are deployed along the border with the Gaza Strip on July 4, 2024, in the north Sinai Peninsula. 

Israel-Hamas Conflict

While an all-out war remains improbable, Egypt's military buildup in the Sinai Peninsula will increase the risk of sporadic border incidents and could prompt Israel to suspend a major energy deal with Cairo.

Energy

SITUATION REPORTS

Ukraine, Russia: Ukrainian Strikes Halt Novorossiysk Oil Exports, Heightening Risks for Russia and Kazakhstan

U.S., Russia, Ukraine: Rubio Says Sanctions Near Limit as Russian Forces Advance in Pokrovsk

EU: European Parliament Votes in Favor of Scaling Back Supply Chain Sustainability Regulations

Global: IEA's 2025 World Energy Outlook Published With New Current Policies Scenario

Ukraine, Russia: Ukraine Seeks IAEA Action After Russian Strikes Cripple Power Grid

Russia: Swiss Firm Gunvor Withdraws Bid To Buy Lukoil Assets After U.S. Calls It a Kremlin 'Puppet'

Indonesia: New Nickel Permits Halted To Enforce Downstream Processing

Space: Google Launches Project Suncatcher, Aiming To Build Data Centers in Space

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