Oil & Gas
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
Disputes Between Baghdad and the Kurdistan Region May Limit Demand for Northern Iraqi Crude
The Media Is Obsessing over Price Volatility in the Oil Markets as Iran Fans the Flames of Panic
Helium Is Vital to Semiconductor Manufacturing, Aerospace Industries, and Medical Infrastructure Such as MRI Scanners
An Operational Concept for Reopening the Strait of Hormuz Without a Ground Campaign
Iran Has Launched Dozens of Missile Strikes Against Energy Infrastructure in Saudi Arabia, Kuwait, Bahrain, and Even Iraq
A Technical Maritime Boundary Disagreement Has Evolved Into Geopolitical Confrontation
Destroying Guard Posts on the Island Sets the Stage for U.S. Forces to Occupy It and Protect Its Oil Facilities for a Post-War Economy
