China

Tajikistan

Kazakhstan

Kyrgyzstan

Economics

Energy

Power outages struck southern Kazakhstan, Kyrgyzstan and Tajikistan on Aug. 14 after an abrupt change in cross-border power flows activated emergency protections and separated parts of the interconnected Central Asian grid, Reuters reported on Aug. 14. 

Central Asia: Regional Blackout Will Spur Efforts To Modernize Grid, but Cascading Outage Risk Will Persist

Japan

North Korea

Russia

Military & Security

Politics

Russian President Vladimir Putin on Aug. 13 visited Etorofu/Iturup Island, one of the four Northern Territories claimed by Japan in the Kuril Islands, which Russia has occupied since just after World War II, Reuters reported.

Japan, Russia: Putin Visits Disputed Kurils, Highlights Worsening Ties

South Africa

South Africa's National Union of Mineworkers, or NUM, said it is preparing legal action against President Cyril Ramaphosa's plans to transfer South Africa's power transmission assets from state-owned utilities company Eskom to a new and independent Transmission System Operator, or TSO, adding that it would consider calling for strikes if the government pursued these plans, Engineering News reported on Aug. 12.

South Africa: NUM Vows Action Against Transfer of Eskom's Power Transmission Assets 

Nigeria

Nigerian President Bola Tinubu signed a decree offering as much as $11.50 per barrel in tax credits for new deepwater oil projects and up to $8 per barrel of oil equivalent for new nonassociated gas projects, Bloomberg reported on Aug. 11. 

Nigeria: Tinubu Signs Decree Offering Sweeping Tax Credits for Deepwater Oil, Nonassociated Gas Projects

Europe

Germany

Romania

Environment, Science & Technology

Romania will likely shut the second and last reactor at its Cernavoda nuclear plant as early as Aug. 13 after water levels in the Danube River fell below new record lows, operator Nuclearelectrica said on Aug. 11. 

Europe: Record-Low Water Levels Force Full Romanian Nuclear Shutdown, Halt Rhine Shipping

Mozambique

Mozambique has faced escalating fuel shortages since the end of July, notably in the capital, Maputo, and its suburb, Matola, Club of Mozambique reported on Aug. 5. 

Mozambique: Latest Fuel Shortages Highlight Foreign Currency Woes, Distributors' Hurdles

Saudi Arabia

Yemen

A spokesperson for Yemen's Houthi rebels threatened to close off "all access routes" for Saudi oil exports by increasingly targeting vessels in the northern Red Sea, The New York Times reported on Aug. 5.

Yemen: Houthis Threaten To Increasingly Target Vessels in the Northern Red Sea

Ukraine

Russia-Ukraine Conflict

Ukrainian Energy Minister Denys Shmyhal said in an Aug. 3 interview with Politico that Kyiv hoped refinery strikes and Western sanctions would force Russia to end the war this fall, but he warned that Moscow would otherwise resume large-scale attacks on Ukraine's energy, water and sewage infrastructure.

Ukraine, Russia: Energy Deficit Will Deepen Ukraine's Winter Vulnerability

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

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

Iran

People in Sanaa, Yemen, stand under a large screen broadcasting Houthi-run coastguard forces patrolling in the Red Sea on March 13, 2026.

If economic concessions and limited military action fail to halt the Houthis' Red Sea blockade, the Saudis may pursue ground operations in Yemen, risking Iranian strikes and a renewed military quagmire.

Escalating Houthi Attacks Force Saudi Arabia To Shift Its Strategy

United States

Greenland

Denmark

The Geopolitics of Natural Resources

Greenland's large deposits of critical minerals make the island one of the few potential alternatives to Chinese supply chains, but material constraints and diplomatic disputes will obstruct large-scale production.

The West's Quest To Exploit Greenland's Critical Minerals

Bangladesh

Garment workers sew clothes at a textile factory in Dhaka, Bangladesh, on Dec. 29, 2024. 

The government's efforts to secure U.S. tariff exemptions and external financial aid will have only a modest impact without addressing the ready-made garment sector's energy shortages and other structural challenges.

The Outlook for Bangladesh's Garment Sector Under U.S. Tariffs

Snapshots

Ukrainian President Volodymyr Zelensky (center) chats with U.S. senators before heading to a closed-door meeting at the U.S. Capitol on July 28, 2026. 

If enacted, the proposed bill would give Trump broad new authority to impose tariffs on major Russian oil buyers, but selective enforcement means it would unlikely compel Russia to end its war in Ukraine.

New U.S. Sanctions Bill Unlikely To Impact Russia's Oil Exports or War Strategy

Media

Podcasts

Trace the hidden chain reaction from a closed Strait of Hormuz to a local bakery line, and discover how a Middle East energy shock can quietly turn into a global food crisis.

The Decision Advantage: The Foreseen Effects of the Strait of Hormuz Closure

Damaged structures are seen at the site of a U.S.-Saudi strike against Iran-backed militias in Bartalla, northern Iraq, on July 29, 2026. 

As the conflict picks back up, Trump must decide whether to offer Iran major concessions, which would alienate hawkish Republicans at home, or escalate military operations at the risk of reigniting a broader regional war.

Trump Once Again Weighs His Options Against Iran

U.S.-Iran Relations

Brunei Darussalam

Cambodia

Timor-Leste

Indonesia

Laos

Malaysia

Myanmar

Philippines

Singapore

Thailand

Vietnam

Philippine Foreign Secretary Theresa Lazaro (center) and other leaders leave after a group photo session on the sidelines of the ASEAN Foreign Ministers' Meeting in Manila on July 24, 2026.

The meetings in Manila produced talks but no immediate collective action on critical regional issues like the Iran war's energy shock, intensifying South China Sea tensions and the Myanmar civil war.

ASEAN Meetings Make Little Headway on Pressing Energy and Security Issues

Israel

Yemeni protesters take part in a demonstration held to send a message of defiance against the continued siege and any military escalation involving Saudi forces against Houthi-controlled northern Yemen on July 17. 

Israel-Hamas Conflict

Forced to bypass the disrupted Strait of Hormuz, Saudi Arabia's increased reliance on alternative routes leaves its critical oil shipments vulnerable to Houthi attacks.


Yemen's Houthis Threaten Saudi Oil Exports With Red Sea Blockade

Argentina

Bolivia

Brazil

Chile

Colombia

Ecuador

Guyana

Peru

Venezuela

Pilgrims with flags from different countries gather at Copacabana beach in Rio de Janeiro, Brazil, on July 23, 2013, as they wait for the official opening of the Catholic Church's World Youth Day, which will be celebrated with a holy Mass. 

As many South American countries embrace right-leaning governments, their policies will increasingly align with those of the U.S. Trump administration, opening them to increased security cooperation, although economic integration remains unlikely.

What South America's Rightward Political Shift Means for U.S. Relations

Cars stand in line for gasoline at a Lukoil gas station on July 8, 2026, outside of Moscow, Russia.

Russia will retain the ability to produce and export most of its oil, but sustained Ukrainian strikes will erode its refining capacity, exacerbate domestic fuel shortages and raise the risk of deeper production cuts.

Ukrainian Strikes Deepen Russia's Fuel Refining Crisis

People pass a large banner depicting U.S. President Donald Trump with a target on his head, during funeral ceremonies for Iran's slain Supreme Leader, Ayatollah Ali Khamenei, at the Grand Mosalla on July 5 in Tehran, Iran. 

Global Trade

Recent tit-for-tat strikes between the United States and Iran signal the rising risk of a return to high-intensity regional conflict following the June 17 memorandum of understanding.


U.S.-Iran Truce at Risk of Collapse Over Hormuz Control Dispute

Cyber

Social Issues

A fragile truce in the Middle East, persistent energy-driven inflation, shifting U.S. trade policy and escalating regional pressures from Europe to Africa will collectively shape geopolitical risk in the third quarter.

2026 Third-Quarter Forecast: An Excerpt

Energy

SITUATION REPORTS

Central Asia: Regional Blackout Will Spur Efforts To Modernize Grid, but Cascading Outage Risk Will Persist

Japan, Russia: Putin Visits Disputed Kurils, Highlights Worsening Ties

South Africa: NUM Vows Action Against Transfer of Eskom's Power Transmission Assets

Nigeria: Tinubu Signs Decree Offering Sweeping Tax Credits for Deepwater Oil, Nonassociated Gas Projects

Europe: Record-Low Water Levels Force Full Romanian Nuclear Shutdown, Halt Rhine Shipping

Mozambique: Latest Fuel Shortages Highlight Foreign Currency Woes, Distributors' Hurdles

Yemen: Houthis Threaten To Increasingly Target Vessels in the Northern Red Sea

Ukraine, Russia: Energy Deficit Will Deepen Ukraine's Winter Vulnerability

Forecasts

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