Australia

India

Energy

Military & Security

During a visit to Melbourne, Indian Prime Minister Narendra Modi secured an agreement under which Australia will sell uranium to India for civilian power generation, Bloomberg reported on July 9. 

India, Australia: Australia Signs Uranium Export Agreement With India

United States

Iran

Qatar

QatarEnergy is pausing plans to increase liquefied natural gas production at the Ras Laffan complex following Iran's strike on a QatarEnergy LNG carrier earlier in the week and the subsequent escalation between Iran and the United States, Bloomberg reported on July 9.

Qatar: QatarEnergy Pauses Plans To Ramp Up LNG Output

Economics

Politics

The U.S. Treasury Department's Office of Foreign Assets Control revoked the June 21 general license that allowed Iran to export crude oil as part of the terms of the June memorandum of understanding between the two countries, OFAC said in a July 7 statement published on its website.

Iran, U.S.: U.S. Revokes Sanctions Waivers for Iranian Oil Exports

U.S.-Iran Relations

Canada

The provincial governments of Ontario and Alberta on July 6 unveiled a new oil pipeline project -- the Northern Shield Energy Corridor -- that would send 500,000 barrels per day from Hardisty, Alberta, to Sarnia, Ontario, where three Canadian refineries are located.

Canada: Ontario, Alberta Propose New Eastward Oil Pipeline

Iran attacked three commercial vessels -- a Qatari liquefied natural gas carrier, a Saudi-flagged oil tanker and a third tanker -- transiting the Strait of Hormuz, with at least one using the U.S.-backed parallel route off the coast of Oman, AP reported on July 7.

U.S., Iran: Iran Attacks Three Commercial Vessels in Strait of Hormuz

Ukraine

Russia

Russia-Ukraine Conflict

Ukrainian drones hit Russia's Omsk oil refinery, which is located almost 1,500 miles (2,414 kilometers) east of Ukraine and deep inside Siberia, near Russia's border with Kazakhstan, Kommersant reported on July 6.

Russia, Ukraine: Ukrainian Strikes Deepen Russia's Fuel Crisis

Cuba

Raul Guillermo Rodriguez Castro, the grandson of former Cuban President Raul Castro, said he was open to negotiating with the United States and would be willing to negotiate with U.S. President Donald Trump himself, according to an interview with USA Today published on July 6.

Cuba, U.S.: Former President's Grandson Willing To Negotiate With U.S.

Japan

Japan and India agreed to expand cooperation in energy, technology and defense during Japanese Prime Minister Sanae Takaichi's first visit to New Delhi, where she held talks with Indian Prime Minister Narendra Modi, Reuters reported July 2.

India, Japan: Modi and Takaichi Agree to Expand Bilateral Cooperation

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

Snapshots

Israel

People pass a large banner depicting U.S. President Donald Trump with a target on his head, during funeral ceremonies for Iran's slain Supreme Leader, Ayatollah Ali Khamenei, at the Grand Mosalla on July 5 in Tehran, Iran. 

Global Trade

Recent tit-for-tat strikes between the United States and Iran signal the rising risk of a return to high-intensity regional conflict following the June 17 memorandum of understanding.


U.S.-Iran Truce at Risk of Collapse Over Hormuz Control Dispute

Assessments

Cyber

Environment, Science & Technology

Social Issues

A fragile truce in the Middle East, persistent energy-driven inflation, shifting U.S. trade policy and escalating regional pressures from Europe to Africa will collectively shape geopolitical risk in the third quarter.

2026 Third-Quarter Forecast: An Excerpt

Lebanon

Oman

Maps4media-processed Sentinel-2 satellite imagery shows a broad overview of the Strait of Hormuz on June 16, 2026.

U.S.-Iran talks will face increasingly large obstacles as negotiators approach more contentious topics, namely Iran's nuclear program.

For the U.S. and Iran, the Hardest Negotiations Lie Ahead

Bahrain

Kuwait

Saudi Arabia

United Arab Emirates

U.S. Secretary of State Marco Rubio (C, top) meets with GCC foreign ministers during his visit to the Middle East to discuss with Arab Gulf allies the interim deal between the U.S. and Iran on June 25 in Manama.

While Qatar and Saudi Arabia explore restoring trade ties with Iran, the United Arab Emirates is aligning its security with Israel and the United States.

Divergent Approaches to Iran Expose Gulf Arab Splits

Colombia

Venezuela

China

Abelardo de la Espriella, who has since been declared president-elect, waves to supporters after casting his vote during the runoff election on June 21, 2026, in Barranquilla, Colombia. 

De la Espriella's administration will reverse many of the outgoing government's security, economic and social policies, restoring a hard-line anti-crime approach and deepening ties with the United States.

What de la Espriella's Victory Means for Colombia

Venezuela's acting President Delcy Rodriguez speaks with journalists following a session at the International Court of Justice (ICJ) regarding the Essequibo region in The Hague on May 11. 

Risk-tolerant investors stand to benefit from unprecedented regulatory changes and direct resource access, but face the risk of reforms being unwound by a future Venezuelan government.


Venezuela's Outlook and Implications for Strategic Sectors, 6 Months After Maduro's Capture

Algeria

The Council of the National Assembly, Algeria's primary legislative body, is seen in Algiers.

Upcoming elections are unlikely to change the pro-president composition of Algeria's lower house, making significant policy change or reforms unlikely.

Algeria's Parliamentary Elections Will Yield Policy Continuity

An Iranian woman walks past a mural depicting Iran and the United States at the negotiation table, painted on the outer walls of the former U.S. embassy in Tehran, on Feb. 6, 2026.

While the deal will reduce the immediate threat of renewed conflict, shipping through Hormuz will likely resume only gradually amid the risk that talks stall, flare-ups resume and vessels face renewed harassment.

U.S.-Iran Deal Pauses Conflict, but the Path to Peace Remains Fraught

Columns

On Geopolitics

A 3D satellite-style visualization of the Strait of Hormuz in the Persian Gulf.

As the Iran war drags on, the Strait of Hormuz is increasingly likely to remain closed for an extended period.

Will the Strait of Hormuz Remain Closed Until 2027?

Media

Podcasts

Will the United States continue to pay the "blood and treasure" tax to subsidize global energy security, or is the Hormuz war the catalyst for a fundamental retrenchment?

The Decision Advantage: What the Hormuz War Means for U.S. Grand Strategy

Guests stand outside a model carriage of the "Dream of the Desert" ultra-luxury train on display during the Future Investment Initiative conference in Riyadh, Saudi Arabia, on Oct. 28, 2025.

Efforts to create new export routes via railways and pipelines will be hampered by regional mistrust, uncertain commercial viability and long construction timelines, ultimately keeping Gulf states reliant on the Strait of Hormuz.

All Roads Lead to Hormuz: The Limits of Gulf Infrastructure Diversification

Armenia

Azerbaijan

Thousands of Armenians participate in a rally in Yerevan's Republic Square on May 26, 2024. 

Prime Minister Pashinyan's likely reelection will empower him to finalize a peace treaty with Azerbaijan and deepen ties with the West, though Russian economic pressure and domestic opposition to constitutional changes could undermine these efforts.

What's at Stake in Armenia's Upcoming Election

Energy

SITUATION REPORTS

India, Australia: Australia Signs Uranium Export Agreement With India

Qatar: QatarEnergy Pauses Plans To Ramp Up LNG Output

Iran, U.S.: U.S. Revokes Sanctions Waivers for Iranian Oil Exports

Canada: Ontario, Alberta Propose New Eastward Oil Pipeline

U.S., Iran: Iran Attacks Three Commercial Vessels in Strait of Hormuz

Russia, Ukraine: Ukrainian Strikes Deepen Russia's Fuel Crisis

Cuba, U.S.: Former President's Grandson Willing To Negotiate With U.S.

India, Japan: Modi and Takaichi Agree to Expand Bilateral Cooperation

Forecasts

ANALYSES

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