United States

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Russia-Ukraine Conflict

European Commission President Ursula von der Leyen announced that the European Union was working on a new package of sanctions against Russia that would target the Nord Stream 1 and 2 pipelines, more vessels linked to Russia's shadow oil tanker fleet, and the country's financial sector, as well as further reduce the oil price cap, Reuters reported on May 16.

EU, Russia: Von der Leyen Floats New EU Sanctions on Russia, Including on Nord Stream Pipelines

India

Pakistan

Environment, Science & Technology

Military & Security

India is reportedly exploring ways to significantly boost its use of water from a key river system that sustains agriculture in Pakistan, Reuters reported on May 16.

India, Pakistan: New Project on Indus River Could Sharply Reduce Water Flow to Pakistan

China

Thailand

Vietnam

Thai Prime Minister Paetongtarn Shinawatra and Vietnamese Prime Minister Pham Minh Chinh announced their countries have officially elevated bilateral relations to a comprehensive strategic partnership, marking the highest level of diplomatic ties short of a military alliance, Vietnamese state-run Bao Chinh Phu reported on May 16.

Vietnam, Thailand: Governments Upgrade Ties to Top Tier

Taiwan

Taiwan's legislative opposition passed a bill on May 13 to extend nuclear reactor lifespans from 40 to 60 years, the Taipei Times reported the next day.

Taiwan: Effort To Revive Nuclear Power Likely To Fail, Perpetuate China Risks

Vietnam and Russia announced plans to accelerate agreements on constructing two nuclear power plants in Vietnam’s Ninh Thuan province with a combined capacity of 6.4 gigawatts, Vietnamese state-run Bao Chinh Phu reported on May 12.

Vietnam, Russia: Nuclear Power Agreement Highlights Deepening Strategic Ties

Nigeria

The suspended governor of Nigeria's southeastern Rivers state, Siminalayi Fubara, said in his first public remarks since the imposition of a state of emergency in Rivers that he "wouldn't go back" to being governor "if [he] had [his] way" and called on his supporters to avoid confrontational rhetoric, The Punch reported on May 12.

Nigeria: Suspended Rivers Governor Urges Calm as Pressure To Scrap State of Emergency Mounts

Indonesia

Indonesia and Thailand are reshaping energy import strategies to boost economic ties with the United States ahead of looming tariff deadlines, Reuters and the Bangkok Post reported respectively on May 9.

Indonesia, Thailand, U.S.: Jakarta and Bangkok Seek Energy Realignment To Avert Tariffs 

Germany

France

Poland

France and Poland signed a wide-ranging bilateral defense, economic and energy cooperation treaty on May 9 in Nancy, France, Reuters reported the same day.

France, Poland: Governments Pledge Defense Cooperation, Nuclear-Sharing Discussions

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

Azerbaijan

Belarus

Kazakhstan

Russian President Vladimir Putin (R) and Vietnamese Communist Party General Secretary To Lam (L) address journalists following their talks in Moscow, Russia, on May 10, 2025, during celebrations of the 80th anniversary of the Soviet Union's victory over Nazi Germany in World War II. 

Vietnam is strengthening its relationships with Eurasian countries, especially Russia, as it looks to further diversify economic and energy ties away from great powers amid an unstable geopolitical landscape.

Russia-Vietnam Ties Are Set To Grow Following Lam's Eurasia Tour

Iraq

Saudi Arabia

The OPEC logo is seen outside the bloc's headquarters in Vienna, Austria, on Oct. 4, 2022.

The production boost will further decrease oil prices, which will provide some financial relief for oil-consuming countries affected by U.S. tariffs, while further straining the budgets of poorer oil producers like Iraq. 

The Mixed Economic Impact of OPEC's Production Increase

Australia

After winning the general election, Australia's Prime Minister Anthony Albanese waves as he arrives onstage at the Labor Party election night event in Sydney on May 3, 2025. 

The Labor Party's sweeping victory in Australia will strengthen Prime Minister Anthony Albanese's ability to increase public spending and bolster ties with foreign partners.

Albanese Returns Stronger Than Ever Following Australia's General Election

Iran

A woman walks by anti-U.S. murals on the walls of the former U.S. embassy in downtown Tehran, Iran, on April 11, 2025. 

The U.S. will likely have to allow some Iranian uranium enrichment to ink a nuclear deal, likely resulting in Saudi Arabia seeking similar provisions for its own civilian nuclear program.

With Iran and Saudi Arabia, the U.S. Faces a Uranium Enrichment Dilemma

U.S.-Iran Relations

Snapshots

Kuwait

Kuwaiti traders follow the stock market activity at the Boursa Kuwait stock exchange building in Kuwait City on April 7, 2025. 

The law will enable external borrowing to finance the country's deficits and Vision 2035 investments, but Kuwait's growing reliance on debt markets to increase capital expenditure could eventually prove problematic. 

After Eight Years of Gridlock, Kuwait Finally Passes a New Debt Law

Israel

Global Trade

Rising tensions between the U.S., Israel and Iran are increasing the risk of direct strikes on Iranian territory and potential retaliation in the Strait of Hormuz, threatening to disrupt global oil flows and destabilize energy markets.

The Geopolitics of Trade: Security Threats in the Strait of Hormuz and Likely Strategies

Cyber

Israel-Hamas Conflict

Social Issues

Intensifying trade wars, a potential ceasefire in Ukraine, continued volatility in the Middle East and consequential elections in key countries will shape the quarter.

2025 Second-Quarter Forecast: An Excerpt

Global Elections

U.S.-China Relations

Bolivia

Morales supporters march against the Arce government and denounce the economic crisis Jan. 13 in La Paz, Bolivia. The crisis will fuel political instability ahead of the country's August presidential election amid shortages of dollars and fuel.

The crisis will fuel political instability ahead of the country's August presidential election amid shortages of dollars and fuel.

Bolivia's Socioeconomic Crisis Will Spiral Ahead of Its Presidential Election

Italy

Gilberto Pichetto Fratin, Italy's Minister of the Environment and Energy Security, discusses a new draft law on nuclear energy with the press at Palazzo Chigi on Feb. 28, 2025, in Rome, Italy. 

Reintroducing nuclear power could enhance Italy's energy security, industrial competitiveness and economic growth, but major political and technical hurdles make a nuclear comeback unlikely in the next decade.

The Challenges Facing Italy's Nuclear Comeback

Participants attend the annual Future Investment Initiative (FII) conference in Riyadh, Saudi Arabia, on Oct. 29, 2024. 

The kingdom is increasingly likely to continue to scale back less viable megaprojects while focusing on successful reforms.

As the Finish Line Approaches, Saudi Arabia Dials Back Its Vision 2030 Ambitions

South Sudan

Sudan

Uganda

South Sudan's President Salva Kiir (right) waves as he arrives in Nairobi, Kenya, on May 9, 2024, for the launch of new peace talks with rebel groups.

Rising political tensions risk collapsing the peace deal that ended the country's last civil war, while escalating clashes in the north risk drawing in involvement from Sudan's warring parties.

South Sudan Hurtles Toward Another Civil War

South Africa

South African President Cyril Ramaphosa arrives at a briefing at his African National Congress (ANC) party's headquarters in Johannesburg on May 13, 2024.

South Africa will struggle to meet Trump's demands for major foreign and domestic policy changes, which will risk exposing the country to disruptive U.S. economic retaliation, including entity-based sanctions.

Trump Turns Up the Heat on South Africa

Energy

SITUATION REPORTS

EU, Russia: Von der Leyen Floats New EU Sanctions on Russia, Including on Nord Stream Pipelines

India, Pakistan: New Project on Indus River Could Sharply Reduce Water Flow to Pakistan

Vietnam, Thailand: Governments Upgrade Ties to Top Tier

Taiwan: Effort To Revive Nuclear Power Likely To Fail, Perpetuate China Risks

Vietnam, Russia: Nuclear Power Agreement Highlights Deepening Strategic Ties

Nigeria: Suspended Rivers Governor Urges Calm as Pressure To Scrap State of Emergency Mounts

Indonesia, Thailand, U.S.: Jakarta and Bangkok Seek Energy Realignment To Avert Tariffs

France, Poland: Governments Pledge Defense Cooperation, Nuclear-Sharing Discussions

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