MenuThe U.S./Israel-Iran war is not just a confrontation with the Shia theocratic dictatorship in Iran and the Iranian proxies, like the Houthis and Hezbollah, involved in combat operations. Iran’s patrons and backers, primarily China and Russia, factor heavily in the mix. And there is no greater backer of Iran than Russia. Read the full article here.
Category Archives: Geopolitics
How The Iran War Will Change Energy Markets And Oil Prices
The U.S.–Israeli strikes on Iran that began on February 28th quickly escalated tensions across the Persian Gulf, prompting a range of Iranian attacks against energy infrastructure throughout the region and the closure of the Strait of Hormuz. The Strait, a narrow water passage bordered on the north by Iran through which ships can transit from the Persian Gulf to
Where Else Can The World Get Energy After Iran’s Blockade Of Hormuz?
After U.S.-Israeli combat operations began against Iran on Saturday, February 28th, global energy prices surged as the Iranian Revolutionary Guard Corps announced that passage through the Strait of Hormuz was “not allowed.” This narrow body of water (the navigation channel is only two-miles wide) moves 20%-30% of the world’s supply of crude oil and liquified natural gas every day, including
The U.S. “Takeover” Of Venezuelan Oil Won’t Move The Global Market
Following last month’s dramatic capture of former Venezuelan President Nicolás Maduro, the Trump Administration is now shifting into high gear to expand the footprint of Western companies in Venezuela’s oil sector. Through the Office of Foreign Assets Control (OFAC), a series of new Venezuela General Licenses (GLs) have been published, including GL 50, which authorizes companies,
Trump’s Greenland Minerals Ambitions: What’s Beneath The Ice
On January 21, 2026, U.S. President Donald Trump announced a framework for a potential deal over Greenland after meeting with NATO Secretary General Mark Rutte. “We have formed the framework of a future deal with respect to Greenland and, in fact, the entire Arctic Region,” Trump wrote. This agreement prompted the U.S. president to back down from
Japan’s 2026 Elections Redefine The Country’s Energy Landscape
Japan’s 2026 election results signal a major energy shift for the country. Sanae Takaichi of the Liberal Democratic Party (LDP) reclaimed her position as Prime Minister of Japan, winning by a landslide during the snap general election. She effectively gave her party control of the lower house with a two-thirds supermajority without any coalition obligations.
Trump Says Ayatollah’s Dictatorship Must Go – What About Iranian Oil?
Each new crisis in Iran revives fears of a repeat of 1979, when Iranian oil production collapsed by 80 percent, removing 7 percent of supply from the global market and triggering a historic energy shock. Today, with Iran’s Supreme Leader, the Iranian Revolutionary Guards Corps (IRGC), including its bloody volunteer Basij militia, killing the citizens en masse, and with
Trump Confronts Venezuelan Oil Crisis As Iran Teeters
With acting President of Venezuela Delcy Rodrigues coming to Washington on Tuesday, January 13th, all eyes are on whether the Chavista regime can negotiate its way out of the crisis caused by the rendition of its leader, Nicolás Maduro, by the U.S. military on January 3rd. Read the full article here
Uncertainty: Top 5 Russian Energy Trends To Watch In 2026
The Russia-Ukraine war has been brutal to the Russian energy sector. New problems are emerging, and old issues are accumulating as Russia enters 2026. Losing Syria in December of 2024 and Venezuela in January 2026 exposes Russia’s global ambition as an emperor with no clothes. Ukraine’s bloody slog comes at a huge cost. Read the full article
Decline: Top Five 2025 Developments In Russian Energy
Exporting energy has long been recognized as a money-making machine for Moscow. It has not only filled the Kremlin’s war chest but also generated immense personal wealth for Russian leaders and affiliated oligarchs. But in 2025, the picture of Russian energy became much more complicated. The Russian energy sector now functions not only as a strategic asset