United States

Russia

Economics

Energy

Swiss commodity trader Gunvor withdrew its bid to acquire Russian oil giant Lukoil's international assets, including refineries, oilfields and retail networks in Europe, Iraq and Central Asia, after the U.S. Treasury Department publicly denounced the deal, calling Gunvor a Kremlin "puppet," and signaled it would not grant a sanctions waiver, Bloomberg reported Nov. 6.

Russia: Swiss Firm Gunvor Withdraws Bid To Buy Lukoil Assets After U.S. Calls It a Kremlin 'Puppet'

Indonesia

Environment, Science & Technology

The Indonesian government announced that new industrial permits would not be granted to projects that plan to produce only intermediate nickel products such as nickel pig iron, matte and mixed hydroxide precipitate unless they also include plans for further in-country processing, Bloomberg reported Nov. 6.

Indonesia: New Nickel Permits Halted To Enforce Downstream Processing

Google announced on Nov. 4 a new research project, Project Suncatcher, which aims to carry out foundational work on scaling machine learning in space.

Space: Google Launches Project Suncatcher, Aiming To Build Data Centers in Space

Kazakhstan

KazMunayGas chief Askhat Khassenov met TotalEnergies CEO Patrick Pouyanne in Abu Dhabi, United Arab Emirates, to discuss the next phase of the North Caspian (Kashagan) project and review ongoing cooperation on the 1 gigawatt Mirny wind project, KazMunayGas' press service announced on Nov. 3.

Kazakhstan: Government Deepens Western Energy Ties Ahead of Tokayev's Washington Visit

Equatorial Guinea

Gabon

Nigeria

Republic of the Congo

Venezuela

Algeria

Iran

Iraq

Kuwait

Libya

Saudi Arabia

United Arab Emirates

At their Nov. 2 meeting, the eight OPEC+ countries implementing voluntary production cuts agreed to boost production by 137,000 barrels per day in December -- the third consecutive small production hike of that level -- but plan to pause production hikes from January-March 2026, Reuters reported. 

OPEC+: Bloc To Halt Production Hikes in Early 2026 Amid Oil Glut, Russian Sanctions Concerns

Japan

Politics

U.S. President Donald Trump and new Japanese Prime Minister Sanae Takaichi met in Tokyo on Oct. 28, where Trump pledged to support Takaichi, adding, "We are an ally at the strongest level," Bloomberg reported.

Japan, U.S.: Trump and Takaichi Meet, Sign Critical Minerals, Tech, Trade Agreements

Westinghouse and the U.S. government reached a deal to build at least $80 billion worth of new U.S. nuclear reactors, according to an Oct. 28 press release from Brookfield Asset Management, the owner of Westinghouse. 

U.S.: A Flurry of U.S. Nuclear Power Deals Announced, Including Some With Japan

Mozambique

Military & Security

TotalEnergies and its partners informed the Mozambican government on Oct. 24 that they had lifted force majeure on the more than $20 billion Mozambique LNG project, Reuters reported the next day.

Mozambique: TotalEnergies Lifts Force Majeure on Mozambique LNG Project

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

Entrance signage is seen at OPEC's headquarters in Vienna, Austria, on July 23, 2024.

Riyadh and its Gulf partners will likely prioritize OPEC+ unity and cooperation with Moscow on oil policy over boosting production to offset Russian supply losses from U.S. sanctions, even if it risks irking Washington.

Why Saudi Arabia Won't Backfill Russia's Sanctioned Oil Exports

Mali

Malian trucks carrying fuel are seen waiting to cross the border between Cote d'Ivoire and Mali on Oct. 31, 2025. 

In the likely case that the junta fails to lift the blockade on Bamako by force, rising internal tensions could ultimately fragment the country's security forces, potentially enabling the al Qaeda affiliate JNIM to assert control over the capital.

Mali's Junta Fights for Its Life as Jihadists Tighten Their Noose on Bamako

Brazil

The COP30 logo at the central building is seen ahead of the COP30 Brazil Amazonia 2025 on Nov. 3, 2025 in Belem, Brazil. 

Social Issues

The 30th U.N. Climate Change Conference is poised to highlight the enduring impasse between developed and developing nations, particularly regarding financial responsibilities and the transition from fossil fuels.

A Breakthrough on Climate Targets is Unlikely at Brazil's COP30

An aerial photo shows the Saudi capital of Riyadh.

An aspiring middle power, Riyadh must still balance ancient imperatives with modern challenges before it reaches the kind of geopolitical security enjoyed by neighbors like Turkey, Iran and Egypt.

The Modern Geopolitics of Saudi Arabia

A flag displaying the logo for Russia's Lukoil oil giant flies near a Russian flag in Moscow on Oct. 23, 2025.

Russia-Ukraine Conflict

The sanctions on Rosneft and Lukoil aim to financially coerce Russia into negotiating a ceasefire in Ukraine, but patchy enforcement and continued Asian demand for Russian crude will limit the impact.

New U.S. Sanctions Strike at the Heart of Russia's War Economy

The Geopolitics of Trade

Global Trade

The recalibration of the European Union's sustainability framework will ease near-term compliance burdens and costs for businesses but preserve long-term uncertainty.

The Geopolitics of Trade: EU Steps Back From Ambitious Environmental Policies

Tanzania

Tanzanian President Samia Suluhu Hassan of the ruling Chama Cha Mapinduzi (CCM) party reacts on stage during a rally in Dar es Salaam on Aug. 28, 2025, to officially launch the CCM's campaign ahead of the Tanzanian general election. 

Tanzanian President Samia Suluhu Hassan is highly likely to be reelected in the Oct. 29 ballot, which is unlikely to turn violent but could portend wider governance challenges in the medium term.

Previewing Tanzania's General Elections

Global Elections

Ukraine

Russian flag on a cracked wall, illustrating an economic decline with a downward arrow. 

Despite high consumer confidence, underlying economic indicators show a significant contraction in non-defense industrial production, slowing consumption and falling investment, signaling that the Kremlin's war economy is steadily deteriorating.

Russia's War Economy Is Faltering

China

The U.N. Security Council holds a meeting on Iran at the U.N. headquarters in New York City, New York, on Sept. 19, 2025. 

The increased isolation will make Iran more reliant on China and Russia, while the added economic strain could fuel domestic protests and empower Iranian hard-liners calling for more aggressive action against the West.

U.N. Sanctions Snapback: What's Next for Iran?

U.S.-Iran Relations

Egypt

Israel

Palestinian Territories

Egyptian army vehicles are deployed along the border with the Gaza Strip on July 4, 2024, in the north Sinai Peninsula. 

Israel-Hamas Conflict

While an all-out war remains improbable, Egypt's military buildup in the Sinai Peninsula will increase the risk of sporadic border incidents and could prompt Israel to suspend a major energy deal with Cairo.

Is an Israel-Egypt Conflict on the Horizon?

The U.S. Navy warship USS Sampson docks at the Amador International Cruise Terminal in Panama City on Aug. 30, 2025. 

While further kinetic operations against Venezuelan drug trafficking groups are probable, the Trump administration's pressure campaign against Caracas is unlikely to escalate into a U.S. invasion or seriously threaten the Maduro regime.

Assessing U.S. Military Activity in the Caribbean and What It Means for Venezuela

Snapshots

India

Participants of the Shanghai Cooperation Organization (SCO) Summit 2025 pose for photos in Tianjin, China, on Sept. 1, 2025.

U.S. trade uncertainty will help China deepen trade ties with its Central Asian neighbors and infrastructure ties with Russia, but its relations with India will remain inhibited by border disputes and differing defense priorities.

China Positions Itself as Growth Catalyst for Central Asia at SCO Summit

Energy

SITUATION REPORTS

Russia: Swiss Firm Gunvor Withdraws Bid To Buy Lukoil Assets After U.S. Calls It a Kremlin 'Puppet'

Indonesia: New Nickel Permits Halted To Enforce Downstream Processing

Space: Google Launches Project Suncatcher, Aiming To Build Data Centers in Space

Kazakhstan: Government Deepens Western Energy Ties Ahead of Tokayev's Washington Visit

OPEC+: Bloc To Halt Production Hikes in Early 2026 Amid Oil Glut, Russian Sanctions Concerns

Japan, U.S.: Trump and Takaichi Meet, Sign Critical Minerals, Tech, Trade Agreements

U.S.: A Flurry of U.S. Nuclear Power Deals Announced, Including Some With Japan

Mozambique: TotalEnergies Lifts Force Majeure on Mozambique LNG Project

Forecasts

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