Nigeria

Economics

Energy

The Nigerian Upstream Petroleum Regulatory Commission, or NUPRC, declined to approve Shell's $1.3 billion sale of its onshore oil fields to the Nigerian-led Renaissance consortium, Reuters reported on Oct. 16, citing the Nigerian news outlet ThisDay. 

Nigeria: Shell's Sale of Onshore Oil Assets Hits Snag

Politics

The European Union and Gulf Cooperation Council (GCC) countries are holding their first summit ever in Brussels on Oct. 16, a press release from the EU Council shows. 

EU, GCC: European Union Holds its First Summit with Gulf Countries

South Africa

Chief Financial Officer of South Africa's state-owned utility company Eskom Calib Cassim hinted that the company may be compelled to request fresh financial support from South Africa's National Treasury by the end of the 2020s if debt arrears from municipalities keep rising at their current rate, News24 reported on Oct. 15.

South Africa: Eskom Flags Bailout Risk if Municipal Debt Remains Unaddressed

Europe

Russia

France, Sweden, the Czech Republic, Austria, Latvia, Finland, Croatia and Lithuania will call for stricter measures to track imports of Russian liquefied natural gas in the European Union and help accelerate a planned phaseout of Russian energy supplies from the bloc, Bloomberg reported on Oct. 14, citing a draft joint document.

EU, Russia: Member States Call for Stricter Tracking of Russian LNG Imports Into Bloc

United States

Environment, Science & Technology

U.S. tech giant Google signed a nuclear power purchase agreement with small modular reactor developer Kairos Power to buy 500 megawatts of electricity to support its data centers and artificial intelligence technologies, according to an Oct. 14 post on Google's blog.

U.S.: Google Signs Deal With Small Modular Reactor Developer for Nuclear Power

Iran

Israel

Military & Security

Israeli Prime Minister Benjamin Netanyahu told U.S. President Joe Biden that Israel is willing to strike Iranian military sites instead of Iranian nuclear and oil sites in its response to Iran's Oct. 1 ballistic missile attack on Israel, The Washington Post reported on Oct. 14. 

Israel, Iran: Netanyahu Says Israel Will Not Target Iranian Nuclear, Energy Infrastructure

Mexico

Mexico's Chamber of Deputies approved in a 353-122 vote a constitutional reform that increases the executive branch's control over state-owned energy companies, El Economista reported on Oct. 10. 

Mexico: Interventionist Energy Reform Advances in Congress

Iran warned that it would respond if Gulf Arab countries allowed the United States to use their airspace or military bases against Iran, Reuters reported on Oct. 8, a day before Iranian Foreign Minister Abbas Araghchi traveled to Saudi Arabia to speak with Saudi officials.

Iran: Tehran Warns Against the U.S. Using Gulf Territory, Airspace To Attack Iran

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

Mozambique

Rwanda

China

Frelimo electoral posters are plastered on a wall in Maputo, Mozambique, on Aug. 24, 2024, the first day of the presidential campaign season ahead of the general election on Oct. 9, 2024.

Mozambique's upcoming general election will likely bring another five years of Frelimo rule, though an independent candidate is drawing LNG contracts to the forefront of the campaign season.

Mozambique's General Election Brings LNG Contracts Centerstage

Global Elections

Rwandan troops guard an LNG project in Mozambique's Cabo Delgado province on Sept. 29, 2022. 

The resurgence of the Islamic State Mozambique insurgency in Cabo Delgado portends more potentially destabilizing attacks that could deter investment in the resource-rich region.

The Future of Counterterrorism Efforts in Northern Mozambique

Former Italian Prime Minister and economist Mario Draghi discusses his plan to strengthen Europe's competitiveness during a plenary session of the European Parliament in Strasbourg, eastern France, on Sept. 17, 2024. 

The former Italian PM and ECB chief unveiled his long-awaited plan to improve the EU's competitiveness and strategic autonomy. But political, financial and structural challenges will limit Brussels' ability to meet Draghi's ambitious targets.

Can the EU Deliver on Draghi's Dream of a More Competitive Europe?

Ukraine

A man looks at the road blocked by striped tape on December 13, 2023, in Kyiv, Ukraine, following two nights of ballistic missile attacks on the city.

Russia-Ukraine Conflict

Ukraine faces its most challenging post-invasion winter yet due to intensified Russian attacks on energy infrastructure that may drive more Ukrainians to flee and worsen the country's manpower shortage.

Ukraine Faces Harshest Winter Yet Amid Intensified Russian Attacks on Energy Infrastructure

Turkey

Cambodia

Japan

Germany

France

Uzbekistan

Turkmenistan

Kazakhstan

Kyrgyzstan

Afghanistan

The Geopolitics of Water

The escalating impacts of climate change and water scarcity will inflame tensions between Central Asian countries, raising the risk of violent state conflict in the coming decades. 

The Looming Threat of Central Asian 'Water Wars'

Columns

On Geopolitics

A recreational sailing yacht suspected of use in the sabotage of undersea gas pipelines stands in dry dock on the headland of Bug on Ruegen Island on March 17, 2023, near Dranske, Germany. In a high-profile article published late on Aug. 14, The Wall Street Journal provided the latest and arguably most detailed publicly available account that Ukraine was responsible for sabotaging the Nord Stream 1 and 2 pipelines under the Baltic Sea in late September 2022.

The Wall Street Journal provided the latest and arguably most detailed publicly available account that Ukraine was responsible for sabotaging the Nord Stream 1 and 2 pipelines, a reminder to us of the importance of acknowledging and doing our best to mitigate our analytic biases.

What New Revelations About the Nord Stream Attack Can Remind Us About Analytical Biases

A stock photo shows the inside of a modern data center.

The proliferation of AI and cloud computing, and the energy-intensive data centers they rely on, will strain power supplies in certain U.S. areas, but are unlikely to pose systemic risks to the national grid.

In the U.S., the AI Revolution Could Create Localized Power Crunches

Venezuela

A member of Venezuela’s national guard walks past the information center of the country’s National Electoral Council (CNE) in Caracas on July 16, 2024, ahead of the upcoming presidential election.

Maduro will likely win another term in an election widely seen as a sham, increasing the risk of economically damaging U.S. sanctions that could drive more Venezuelans to leave the country.

Previewing Venezuela's Presidential Election

Saudi Arabia

A man walks in front of the Maraya (Mirror), the world's largest mirrored building, in the desert canyon of Ashar Valley in Saudi Arabia's northwestern Al-Ula desert on Jan. 29, 2024.

Amid the rising costs of climate change, Saudi Arabia hopes an increasing reliance on market forces will keep its economy in the black.

Will Climate Change Singe Saudi Arabia's Vision 2030?

Europe's agricultural and industrial sectors, as well as energy production, will suffer under worsening water stress in the coming years.

What To Expect From Water Stress in Europe

United Kingdom

The United Kingdom's Parliament building in London.

A likely Labour government would shift the United Kingdom's economic and energy priorities, but foreign policy would remain largely consistent.

After 14 Years, What Would a U.K. Labour Government Look Like?

Media

Forecast Webcast

Cyber

Israel-Hamas Conflict

Social Issues

Join our analysts for this webcast recording exploring key topics identified in RANE's 2024 Third-Quarter Geopolitical Forecast.

2024 Third-Quarter Geopolitical Forecast Webcast

Energy

SITUATION REPORTS

Nigeria: Shell's Sale of Onshore Oil Assets Hits Snag

EU, GCC: European Union Holds its First Summit with Gulf Countries

South Africa: Eskom Flags Bailout Risk if Municipal Debt Remains Unaddressed

EU, Russia: Member States Call for Stricter Tracking of Russian LNG Imports Into Bloc

U.S.: Google Signs Deal With Small Modular Reactor Developer for Nuclear Power

Israel, Iran: Netanyahu Says Israel Will Not Target Iranian Nuclear, Energy Infrastructure

Mexico: Interventionist Energy Reform Advances in Congress

Iran: Tehran Warns Against the U.S. Using Gulf Territory, Airspace To Attack Iran

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