China

Afghanistan

Economics

Energy

The Afghan Taliban said it had terminated its 25-year, $540 million oil extraction and development contract with China-based Xinjiang Central Asia Petroleum and Gas Co. on June 17, Nikkei reported on June 25.

Afghanistan, China: Afghan Taliban Cancels Major Chinese Oil Extraction Deal

Egypt

Israel

Jordan

Politics

Israel's Chevron-operated Leviathan and Karish gas fields resumed operations on June 25 after the June 24 Israel-Iran ceasefire went into effect, Reuters reported on June 25.

Israel: Largest Gas Field Resumes Operations After Ceasefire

United States

Iran

Military & Security

Iran's parliament unanimously passed a bill suspending cooperation with the International Atomic Energy Agency and requiring IAEA inspectors to gain approval from Iran's Supreme National Security Council before conducting inspections, Reuters reported on June 25.

Iran: Parliament Formally Passes Bill To Restrict Cooperation With IAEA

Russia

China is reassessing the stalled Power of Siberia 2 gas pipeline with Russia in light of the recent Israel-Iran conflict, which threatened oil and gas shipments through the Strait of Hormuz, according to "people close to Beijing's decision-making" as cited by The Wall Street Journal on June 25.

China, Russia: Iran Tensions Potentially Revive Interest in Power of Siberia 2

Indonesia

Indonesia is preparing regulations to enable uranium refinement and radioactive material processing, aiming to integrate nuclear power into its long-term energy strategy, the Jakarta Globe reported on June 23.

Indonesia: Jakarta Plans Pivot to Nuclear Energy Amid Discovery of Over 24,000 Tons of Uranium

Niger

Turkey

France

Nigerien authorities announced that they would nationalize uranium mining company SOMAIR, a subsidiary of France's state-owned Orano that owns the country's only operating uranium mine, Reuters reported on June 20. 

Niger: Junta To Nationalize Subsidiary of France's Orano 

Mozambique

The CEO of French multinational energy company TotalEnergies, Patrick Pouyanne, said he expected the development of the $20 billion Mozambique LNG project to resume "this summer," Reuters reported on June 18.

Mozambique: TotalEnergies CEO Confirms Plan To Resume Work on Mozambique LNG 'This Summer' 

Kazakhstan

Kazakhstan's atomic energy agency announced that Russia's state nuclear corporation Rosatom and China's state-owned China National Nuclear Corporation (CNNC) have both been selected to lead two separate projects to build nuclear power plants in the country, Reuters reported June 14. 

Kazakhstan: Kazakhstan Selects Russia and China for Separate Nuclear Power Plant Projects

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.

Sub-Saharan Africa

Americas

Asia-Pacific

Europe

Eurasia

Middle East and North Africa

South Asia

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

Snapshots

A Northrop B-2 Spirit on July 4, 2020, near the White House in Washington. 

Even if carefully calibrated, Iranian retaliation of any form will risk inviting more U.S. strikes and greater escalation that could result in Iran following through on more of its significant threats against the regional oil and gas sector and/or the United States.

Iran's Retaliation Against the U.S. Will Likely Be Limited, but Will Still Risk Escalation

U.S.-Iran Relations

Assessments

Italy

Italian Prime Minister Giorgia Meloni speaks to media during the closing press conference of the G7 Summit in Fasano, Italy, on June 15, 2024. 

Italy is seeking to embed its Mattei Plan into EU policy to gain support for its immediate goals of energy security and migration control, but structural issues will likely limit Rome's long-term influence in Africa.

Italy Syncs Its Mattei Plan for Africa With EU Initiatives

Columns

On Geopolitics

Iraq

Palestinian Territories

Qatar

Saudi Arabia

Syria

United Arab Emirates

Yemen

U.S. President Donald Trump (right) interacts with Oman Deputy Prime Minister Sayyid Asaad (second from right) as they prepare to pose for photos with leaders during the Gulf Cooperation Council (GCC) Leaders' Summit in Riyadh, Saudi Arabia, on May 14, 2025.

Despite Trump's recent sharp words on his predecessor's "forever wars," U.S. trade and energy interests will keep him engaged in the region, though in ways that rely more on economic and diplomatic leverage, as opposed to military campaigns.

Is the Era of U.S. Interventionism in the Middle East Over?

Singapore

Vietnam

French President Emmanuel Macron holds a press briefing during his trip to Singapore on May 30, 2025. 

Global Trade

The deals reached with Indonesia, Singapore and Vietnam expand France's role in Southeast Asia amid shifting global trade and defense dynamics, a welcome development for a region increasingly pinned between the U.S. and China.

Macron's Southeast Asia Tour Deepens French Footprint in the Region

U.S.-China Relations

South Korea

Supporters of Kim Moon Soo, the opposition candidate running in South Korea's June 3 presidential election, react during a campaign event in Seoul on May 19, 2025.

A ruling party victory would portend a continuation of Yoon's pro-business, pro-U.S. policies, while an opposition victory would see Seoul focus more on improving domestic economic equity and increasing engagement with North Korea and China.

South Korea's Presidential Election: Potential Outcomes and Their Implications

Global Elections

Nigeria

A worker inspects an oil drilling platform located roughly 35 kilometers away from Port Harcourt in the Niger Delta. 

The recent drop in global oil prices risks exacerbating Nigeria's already high inflation, which would ripen socioeconomic conditions for protests and threaten to fuel recruitment by jihadist and bandit groups.

Can Nigeria Navigate Lower Oil Prices? 

Azerbaijan

Belarus

Russian President Vladimir Putin (R) and Vietnamese Communist Party General Secretary To Lam (L) address journalists following their talks in Moscow, Russia, on May 10, 2025, during celebrations of the 80th anniversary of the Soviet Union's victory over Nazi Germany in World War II. 

Vietnam is strengthening its relationships with Eurasian countries, especially Russia, as it looks to further diversify economic and energy ties away from great powers amid an unstable geopolitical landscape.

Russia-Vietnam Ties Are Set To Grow Following Lam's Eurasia Tour

The OPEC logo is seen outside the bloc's headquarters in Vienna, Austria, on Oct. 4, 2022.

The production boost will further decrease oil prices, which will provide some financial relief for oil-consuming countries affected by U.S. tariffs, while further straining the budgets of poorer oil producers like Iraq. 

The Mixed Economic Impact of OPEC's Production Increase

Australia

After winning the general election, Australia's Prime Minister Anthony Albanese waves as he arrives onstage at the Labor Party election night event in Sydney on May 3, 2025. 

The Labor Party's sweeping victory in Australia will strengthen Prime Minister Anthony Albanese's ability to increase public spending and bolster ties with foreign partners.

Albanese Returns Stronger Than Ever Following Australia's General Election

A woman walks by anti-U.S. murals on the walls of the former U.S. embassy in downtown Tehran, Iran, on April 11, 2025. 

The U.S. will likely have to allow some Iranian uranium enrichment to ink a nuclear deal, likely resulting in Saudi Arabia seeking similar provisions for its own civilian nuclear program.

With Iran and Saudi Arabia, the U.S. Faces a Uranium Enrichment Dilemma

Kuwait

Kuwaiti traders follow the stock market activity at the Boursa Kuwait stock exchange building in Kuwait City on April 7, 2025. 

The law will enable external borrowing to finance the country's deficits and Vision 2035 investments, but Kuwait's growing reliance on debt markets to increase capital expenditure could eventually prove problematic. 

After Eight Years of Gridlock, Kuwait Finally Passes a New Debt Law

Rising tensions between the U.S., Israel and Iran are increasing the risk of direct strikes on Iranian territory and potential retaliation in the Strait of Hormuz, threatening to disrupt global oil flows and destabilize energy markets.

The Geopolitics of Trade: Security Threats in the Strait of Hormuz and Likely Strategies

Energy

SITUATION REPORTS

Afghanistan, China: Afghan Taliban Cancels Major Chinese Oil Extraction Deal

Israel: Largest Gas Field Resumes Operations After Ceasefire

Iran: Parliament Formally Passes Bill To Restrict Cooperation With IAEA

China, Russia: Iran Tensions Potentially Revive Interest in Power of Siberia 2

Indonesia: Jakarta Plans Pivot to Nuclear Energy Amid Discovery of Over 24,000 Tons of Uranium

Niger: Junta To Nationalize Subsidiary of France's Orano

Mozambique: TotalEnergies CEO Confirms Plan To Resume Work on Mozambique LNG 'This Summer'

Kazakhstan: Kazakhstan Selects Russia and China for Separate Nuclear Power Plant Projects

Forecasts

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