Australia

Energy

Environment, Science & Technology

Severe Tropical Cyclone Narelle struck the state of Western Australia, making landfall four separate times in recent days, disrupting major liquefied natural gas export facilities, including those operated by Chevron and Woodside Energy, which remain partially offline, with repairs at key sites projected to take weeks, the Financial Times reported on April 3. 

Australia: Cyclone Narelle Disrupts LNG and Mining at Inopportune Time

United States

Egypt

Iran

Israel

Jordan

Military & Security

Israel resumed operations at the Leviathan gas field -- Israel's largest -- for the first time since Israel's energy minister ordered the field to suspend operations due to security risks caused by the Feb. 28 start of the Iran conflict, Bloomberg reported on April 3. 

Israel, Egypt: Israel Resumes Operations at Leviathan Gas Field, Restarting Exports to Egypt 

Venezuela

Economics

Politics

The United States lifted sanctions on interim Venezuelan President Delcy Rodriguez, the U.S. Treasury Department announced on its website on April 1.

U.S., Venezuela: Washington Removes Sanctions on Interim President Rodriguez

Tanzania

Tanzanian authorities announced that gasoline prices would increase from 2,864 Tanzanian shillings ($1.10) per liter to 3,820 Tanzanian shillings per liter starting April 1, The Chanzo reported the same day.

Tanzania: Fuel Prices Reach Record Highs

Global oil prices surged after U.S. President Donald Trump's April 1 prime-time national address, during which he said the United States would hit Iran hard over the next two to three weeks, Bloomberg reported on April 2.

U.S.: Oil Prices Surge Following Trump's Prime-Time Address

U.S.-Iran Relations

Nigeria

Nigeria's bicameral National Assembly approved the proposed 68.3 trillion naira ($49.4 billion) budget for 2026, up from 58.3 trillion naira initially proposed, and extended the implementation of the capital component of the 2025 budget until June 30, The Punch reported on March 31.

Nigeria: Parliament Approves 2026 Budget With Higher Oil Price Benchmark

Indonesia

South Korea

South Korean President Lee Jae Myung and Indonesian President Prabowo Subianto upgraded ties to a special comprehensive strategic partnership and entered into new agreements to deepen cooperation across critical minerals, clean energy, technology and defense, Yonhap News Agency reported on April 1.

South Korea, Indonesia: Seoul, Jakarta Upgrade Ties and Deepen Defense Industrial and Supply Chain Integration

Ukraine

Russia

Russia-Ukraine Conflict

Kremlin spokesperson Dmitry Peskov rejected Ukrainian President Volodymyr Zelensky's proposal for an Easter pause in strikes on energy infrastructure, saying Russia had not seen a clearly formulated initiative, Reuters reported on March 31.

Russia, Ukraine: Kremlin Dismisses Energy Truce as Strikes Hit Oil Exports

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

Europe

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

Iraq

Iraqi women light candles in memory of the victims of the U.S.-Israeli attacks on Iran and Lebanon during a rally in Baghdad's Tahrir Square on April 2, 2026.

Violent spillover from the Iran war will further complicate Iraq's government formation process, while disrupted oil exports will heavily strain Baghdad's finances and raise the risk of unrest.

Iraq Is Caught in the Crossfire of Another Destabilizing War

Hungary

 A campaign billboard featuring a portrait of Hungarian Prime Minister Viktor Orban is seen in Budapest's 3rd district on March 27, 2026.

Social Issues

Hungary's April 12 parliamentary elections are primed to be the country's most competitive national vote since 2010 and may remove Prime Minister Viktor Orban's Fidesz party from power.

Hungary's Upcoming Elections May Unseat Orban After 16 Years

Columns

On Geopolitics

The Geopolitics of Natural Resources

As competition for natural resources and critical raw materials intensifies, companies -- not just countries -- must be more mindful of risks in their physical supply chains.

The Geopolitics of Natural Resources: An Introduction

Cyber

Israel-Hamas Conflict

The second quarter will test global resilience as lingering conflicts and energy shocks converge to heighten economic uncertainty and geopolitical volatility.

2026 Second-Quarter Forecast: An Excerpt

Media

Podcasts

How will the trajectory of China-U.S. trade conversations change in light of conflict in the Middle East?

The Decision Advantage: The Impact of the Iran War on the Asia-Pacific Region

South Africa

A general view of power lines near the Lethabo power station between Vereeniging and Sasolburg, South Africa, on April 17, 2024.

Although South Africa's power sector reforms remain years from completion, their gradual advancement will still attract investment in energy projects that support the country's long-term energy security and decarbonization goals.

The Outlook for South Africa's Power Sector Reforms and Energy Security

Cars drive past a gas station in Ponte Leccia on the French Mediterranean island of Corsica on March 26, 2026. 

To address Iran-related energy disruptions, the European Union will likely opt for a patchwork of national relief measures, rather than a more comprehensive market intervention.

How the EU Is Responding to Its Latest Energy Crisis

Denmark

France

Italy

The European Parliament building in 2019 in Strasbourg, France. Parliament is set to hold a plenary vote March 26 on implementing the 2025 EU‑U.S. trade framework agreement.

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

The Weekly Rundown: A Vote on the EU‑U.S. Trade Framework, the Iran Conflict Continues

Russian President Vladimir Putin holds a meeting in Moscow on the global oil and gas market situation on March 9, 2026.

The current surge in demand for Russian oil will likely be short-lived, but weaker sanctions enforcement and higher energy prices could nonetheless buoy Moscow's capacity to fund its war in Ukraine.

In Twist of Fate, Russia Gets a Boost From Iran-Related Oil Shocks

Bahrain

Kuwait

Oman

Saudi Arabia

United Arab Emirates

People walk along the corniche area on the occasion of Eid al-Fitr, marking the end of the holy month of Ramadan, in Abu Dhabi on March 20, 2026.

Global Trade

Disruptions to shipping through the Strait of Hormuz will compel Gulf Cooperation Council states to invest in alternative trade routes and more resilient physical infrastructure.

Gulf Arab States, Shaken by Iran War, Plan Economic Pivot

Greenland

Danish Defense Minister and top candidate of Denmark's Venstre party, Troels Lund Poulsen (left), and Danish Prime Minister and top candidate of the Social Democrat Party, Mette Frederiksen (right), attend a debate in Copenhagen on March 15, 2026.

The upcoming parliamentary elections could result in three distinct coalitions that would offer varying continuity in domestic economic policy and Copenhagen's approach to U.S. pressure over Greenland.

Denmark's General Elections: Potential Outcomes and Their Implications

Global Elections

A farmer sprinkles fertilizer over a crop of cauliflower on the outskirts of Bangalore, India, in November 2020.

The Strait of Hormuz blockade is straining global supplies of nitrogen- and phosphorus-based fertilizers, which could lead to lower crop yields, higher food prices and fiscal strain for agricultural producers if the disruptions persist.

Assessing the Iran War's Impact on Global Fertilizer Supplies

Energy

SITUATION REPORTS

Australia: Cyclone Narelle Disrupts LNG and Mining at Inopportune Time

Israel, Egypt: Israel Resumes Operations at Leviathan Gas Field, Restarting Exports to Egypt

U.S., Venezuela: Washington Removes Sanctions on Interim President Rodriguez

Tanzania: Fuel Prices Reach Record Highs

U.S.: Oil Prices Surge Following Trump's Prime-Time Address

Nigeria: Parliament Approves 2026 Budget With Higher Oil Price Benchmark

South Korea, Indonesia: Seoul, Jakarta Upgrade Ties and Deepen Defense Industrial and Supply Chain Integration

Russia, Ukraine: Kremlin Dismisses Energy Truce as Strikes Hit Oil Exports

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