In a rapidly evolving global energy landscape, recent U.S. actions in Venezuela, combined with broader monetary and diplomatic strategies, are reshaping oil and gas markets. These shifts aim not only to stabilize prices and bolster the U.S. dollar but also to foster peace by undermining adversarial networks that fund conflicts like the war in […]
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In the wake of escalating geopolitical tensions and a rapidly evolving global energy landscape, Russia is decisively pivoting its gas and oil exports eastward. This strategic shift, driven by lucrative opportunities in Asia amid disruptions from the ongoing Iran conflict, is reshaping international energy dynamics. As Deputy Prime Minister Alexander Novak recently confirmed, negotiations are […]
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In the midst of escalating tensions in the Middle East, the Strait of Hormuz— a critical chokepoint for global energy supplies— remains largely impassable for most commercial vessels. As of March 7, 2026, only Iran-linked ships are braving the waters, while hundreds of others linger in limbo, awaiting resolution to a burgeoning insurance crisis. This […]
Continue ReadingIn an era of escalating geopolitical tensions and accelerating climate goals, the global energy landscape is a powder keg of vulnerabilities and opportunities. As of March 2026, the world grapples with surging energy demands from AI data centers, volatile oil prices amid Middle East conflicts, and the uneven push toward net-zero emissions. This article examines […]
Continue ReadingENB Pub Note: This is an outstanding article from Giacomo Prandelli\’s Substack \”The Merchants News\”. He has been on the Energy News Beat Podcast, and we are looking to have him on again. He is a great author, and we recommend subscribing to his Substack. Lloyds of London appears to be the holdup now, and […]
Continue ReadingIn an increasingly volatile global energy landscape, China—the world\’s largest oil importer—relies heavily on discounted crude from sanctioned or geopolitically unstable suppliers to fuel its economy. Venezuela and Iraq together provide a significant portion of these imports, often at below-market prices due to sanctions on Venezuelan oil and competitive pricing from Iraqi heavy crudes. But […]
Continue ReadingIn a remarkable turnaround for Venezuela\’s beleaguered oil sector, crude exports surged in February 2026, doubling from January levels amid a U.S.-supervised deal that has reshaped the country\’s energy trade. This development not only boosts volumes but also enhances revenue, marking a shift from the discounted, shadow-market sales that dominated under previous sanctions. As the […]
Continue ReadingThe Strait of Hormuz, a narrow waterway connecting the Persian Gulf to the Gulf of Oman, remains one of the world\’s most vital energy arteries. In 2024, approximately 20 million barrels per day (b/d) of crude oil, condensate, and petroleum products transited this chokepoint, representing about 20% of global petroleum liquids consumption. Additionally, around one-fifth […]
Continue ReadingENB Pub Note: This article is from Andrew Korybko\’s Newsletter on Substack. There are many moving parts to the Iran conflict, and this article addresses a critical one. Watch in the coming weeks and see if the Venezuelan Monetary Controls are placed into effect in Iran, and you will see a key financial win for […]
Continue ReadingAs the world’s two largest oil importers grapple with geopolitical risks, supply disruptions, and the imperative of energy security, both China and India are pouring billions into boosting domestic oil and gas output. While progress varies sharply between the two Asian giants, the shared strategy underscores a long-term bet on self-reliance — even as new […]
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