United States

Iran

China

Economics

Energy

Politics

The U.S. Treasury Department's Office of Foreign Assets Control sanctioned Shandong Shouguang Luqing Petrochemical Co., Ltd. (Luqing Petrochemical), a small Chinese "teapot" oil refinery in Shandong that operates independently of the Chinese state, and its CEO over buying and refining "hundreds of millions of dollars" worth of Iranian oil, OFAC said in a March 20 press release. 

China: U.S. Sanctions Chinese 'Teapot' Oil Refiner Over Iran for First Time

Environment, Science & Technology

A North Dakota jury found environmental protection group Greenpeace liable for defamation, trespass, nuisance, civil conspiracy and other acts over protests in 2016 and 2017 against the Dakota Access Pipeline, ordering Greenpeace to pay more than $600 million in damages to pipeline developer Energy Transfer, AP reported on March 19.

U.S.: Greenpeace Ordered To Pay $660M in Damages Over Dakota Access Pipeline Defamation Case

Nigeria

Military & Security

Nigerian President Bola Tinubu declared a state of emergency in the country's southern Rivers state and suspended Rivers Gov. Siminalayi Fubara and all lawmakers of the Rivers House of Assembly for an initial period of six months, The Punch reported on March 18.

Nigeria: President Tinubu Declares State of Emergency in Rivers, Suspends Fubara

An explosion occurred on the Trans Niger Pipeline near the locality of Bodo in Nigeria's southern Rivers state, Daily Post Nigeria reported on March 18.

Nigeria: Explosion Rocks Trans Niger Pipeline in Rivers State 

The House of Assembly of Nigeria's Rivers state backed by Federal Capital Territory minister Nyesom Wike filed a notice of impeachment against Rivers Gov. Siminalayi Fubara, Daily Post Nigeria reported on March 17.

Nigeria: Rivers' Assembly Launches Impeachment Proceeding Against Governor as Violence Erupts 

Israel

Turkey

Yemen

The United States began military strikes on Yemen's Houthi movement on March 15, U.S. President Donald Trump said in a social media post the same day.

Yemen: U.S. Starts Military Operations Against Houthis

Russia

The U.S. Treasury on March 13 did not extend a 60-day waiver that temporarily exempted Russia's largest banks from sanctions so they could process energy payments, such as purchases of Russian oil and gas, Reuters reported on March 14. 

U.S., Russia: Russian Bank Exemptions From Energy Sanctions Expire

Vietnam

Vietnamese companies signed six preliminary deals worth $4.15 billion with U.S. companies in energy and minerals, including liquefied natural gas, crude oil and equipment procurement, during Vietnam's trade minister's visit to Washington, Reuters reported on March 14.

Vietnam, U.S.: Energy, Minerals Deals a Step Forward in Calming Trade Worries

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

Assessments

South Sudan

Sudan

Uganda

South Sudan's President Salva Kiir (right) waves as he arrives in Nairobi, Kenya, on May 9, 2024, for the launch of new peace talks with rebel groups.

Rising political tensions risk collapsing the peace deal that ended the country's last civil war, while escalating clashes in the north risk drawing in involvement from Sudan's warring parties.

South Sudan Hurtles Toward Another Civil War

South Africa

South African President Cyril Ramaphosa arrives at a briefing at his African National Congress (ANC) party's headquarters in Johannesburg on May 13, 2024.

Social Issues

South Africa will struggle to meet Trump's demands for major foreign and domestic policy changes, which will risk exposing the country to disruptive U.S. economic retaliation, including entity-based sanctions.

Trump Turns Up the Heat on South Africa

Oman

Saudi Arabia

United Arab Emirates

A rally on Jan. 24 in Sanaa, the Houthi-controlled capital of Yemen. Should the United States attack Iranian ships and advisers supporting the Houthi rebel group, Houthi and Iranian retaliation would become likelier to extend beyond U.S. and Israeli targets to include regional oil and gas installations.

Israel-Hamas Conflict

Should the United States also attack Iranian ships and advisers supporting the Yemeni rebel group, Houthi and Iranian retaliation would become likelier to extend beyond U.S. and Israeli targets to include regional oil and gas installations. 

U.S. Strikes on Houthis Risk Embroiling Iran and the Regional Energy Industry

U.S.-Iran Relations

A billboard showing Iran's Supreme Leader Ali Khamenei is seen in Baghdad, Iraq, on Oct. 7, 2024.

New U.S.-Iran talks are unlikely to make headway, if they begin at all, due to distrust and a mutual unwillingness to compromise, which could see the U.S. or Israel resort to military strikes on Iran's nuclear program.

Despite Trump's Push for Talks, a New U.S.-Iran Nuclear Deal Remains Unlikely

Venezuela

The Peace Monument sculpture is seen in front of the PDVSA headquarters in Caracas, Venezuela, on Dec. 2, 2022. 

The return of stricter U.S. sanctions will harm Venezuela's oil and gas industry, undermine its economy and fuel migration, but is unlikely to weaken President Maduro's hold on power in the short to medium term.

What Trump's Policy Shifts Mean for Venezuela

Canada

Mexico

Global Trade

Trump's trade and tariff policies will create new challenges for manufacturers seeking to move their operations closer to the U.S., but broader global dynamics will likely prevent a reversal in nearshoring trends. 

The Geopolitics of Trade: Rising Threats to Nearshoring in the Americas

Algeria

Morocco

France

France's President Emmanuel Macron (L) meets with Algeria's President Abdelmadjid Tebboune (R) at the Borgo Egnazia resort on the sidelines of the G7 summit in Savelletri, Italy, on June 13, 2024. 

A migration dispute between France and Algeria will likely lead to sanctions, trade restrictions and frozen energy deals amid broader disagreements over Western Sahara.


Divisions Between France and Algeria Deepen Over Migration Dispute

Egypt

Libya

Palestinian Territories

Tunisia

Egyptians protest in front of the Rafah border crossing, rejecting the proposed displacement of Palestinians in Gaza to Egypt and Jordan, on Jan. 31, 2025. 

Pro-Palestinian protests will persist regionwide amid allegations of Israeli ceasefire violations, but Morocco and Egypt will avoid taking action that could jeopardize their access to Israeli weapons and energy.

How Will North African Governments Respond to Ardent Pro-Palestinian Sentiment?

Germany

CDU leader Friedrich Merz (left) and the party's secretary general, Carsten Linnemann, hold a post-election press conference in Berlin, Germany, on Feb. 24, 2025. 

Russia-Ukraine Conflict

Germany's new government will likely be more stable than its predecessor, enabling the CDU/CSU to pursue economic stimulus and a more assertive foreign policy.

German Election Results Position the Center-Right To Retake the Helm

Global Elections

India

Pakistan

The Geopolitics of Water

South Asia's rising demand for water resources will exacerbate disputes over key waterways, particularly the Brahmaputra and Indus rivers.

The Geopolitics of Water: Regional Rivals Compete for South Asia's Rivers

U.S. President Donald Trump holds up an executive order after signing it during an indoor inauguration parade at the Capital One Arena in Washington, D.C, on Jan. 20, 2025.

While some will face legal challenges, Trump's initial orders on immigration, trade, energy and climate issues lay the groundwork for his ambitious agenda.

What To Make of Trump's Day 1 Executive Orders

Columns

On Geopolitics

Ukraine

A compressor gas station of the Yamal–Europe pipeline is seen on Feb. 19, 2022, in Wloclawek, Poland. 

The expiration of the Russia-Ukraine transit deal underscores Europe's ongoing efforts to sever its reliance on Russian resources, with far-reaching implications for energy markets and geopolitics in the region and beyond. 

The End of Russian Gas via Ukraine Cements Europe's New Energy Landscape

Energy

SITUATION REPORTS

China: U.S. Sanctions Chinese 'Teapot' Oil Refiner Over Iran for First Time

U.S.: Greenpeace Ordered To Pay $660M in Damages Over Dakota Access Pipeline Defamation Case

Nigeria: President Tinubu Declares State of Emergency in Rivers, Suspends Fubara

Nigeria: Explosion Rocks Trans Niger Pipeline in Rivers State

Nigeria: Rivers' Assembly Launches Impeachment Proceeding Against Governor as Violence Erupts

Yemen: U.S. Starts Military Operations Against Houthis

U.S., Russia: Russian Bank Exemptions From Energy Sanctions Expire

Vietnam, U.S.: Energy, Minerals Deals a Step Forward in Calming Trade Worries

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