Oil & Gas
Iran’s Energy Weakness Could Become Its Strategic Breaking Point
The United Nations Security Council Adopted a New Resolution This Week Extending and Tightening the International Sanctions Regime on Libya
Rather than Pursuing Large-Scale Infrastructure, States Increasingly Rely on Flexible Arrangements Built Around Existing Systems
Turkey’s Presence Is Part of a Deliberate Strategy to Dominate Energy Corridors, Migration Routes, and Maritime Claims
Tehran Appears to Be Moving Toward Conditional Access, While Retaining the Ability to Disrupt Maritime Traffic
It Would Be a Simple Decision for the President to Say No Cargo Can Leave the Strait Without U.S. Approval
The Tactical Triumph and Strategic Uncertainty of Operation Epic Fury
Israel’s Campaign Appears Designed to Degrade Iran’s Economic Resilience
Turkey Imports 90 Percent of Its Energy, Making It One of the Most Exposed Economies Among Major Emerging Markets
Alternative Routes Could Take Years to Negotiate and Construct, so the Global Energy System Remains Tied to the Strait
Libya’s Oil Output Remains Hostage to Militia Calculus Rather than Market Signal
To the Region, It Will Be Clear That the Will of the U.S. Was Thwarted by Iranian Action
Iran Has Relied on Petrochemicals to Offset Restrictions on Crude Oil Exports
Saddam Haftar and the Libyan National Army Provide Security for the Oil Fields, Their Transport, and Their Export
Libyan Oil Should Belong to Libyans, Not Benefit Turkish Businessmen, Swiss Bankers, or Extremists
The Future of the War in Iran Is Increasingly Focused on Less than 9 Square Miles of Coral Outcrop in the Persian Gulf
Iraq Has Not Reduced Output Due to Policy Decisions or Quotas—It Has Shut Down Production Because It Cannot Export
The U.S. May Try to Manage Markets and Tehran’s Internal Calculations, but Shouldn’t Expect Policy Change from the Regime
Iran Shattered the Cultivated Myth of Omani Exceptionalism, the Diplomatic Card Tehran Played for Decades to Shield Itself from Total Gulf Isolation
Tehran’s Rapid Retaliation Suggests That the Regime’s Decision-Making Structures Remain Functional