Iran

Iraq

Kuwait

Saudi Arabia

Energy

Military & Security

OPEC+ agreed on Aug. 2 to boost production quotas by 188,000 barrels per day in September, fully unwinding the bloc's 2023 voluntary production cuts.

OPEC+: Bloc Unwinds Final Voluntary Production Cuts

South Africa

Economics

South African President Cyril Ramaphosa endorsed a report from the Eskom Restructuring Task Team outlining plans to establish an independent Transmission System Operator, or TSO, and to strengthen the independence of the state-owned National Transmission Company of South Africa from Eskom, Engineering News reported on July 31. 

South Africa: Government Advancing Power Sector Reforms Agenda

Europe

Environment, Science & Technology

Record drought conditions and extreme heat are disrupting power generation and river transport across Europe, Reuters reported on July 30.

Europe: Record Drought Forces Nuclear Shutdowns, Strains River Transport

United States

Egypt

The United States conducted airstrikes overnight on Iranian territory for the first time in days, striking targets around southern Iran, including Kish Island, Qeshm Island and Bandar Abbas, Al Jazeera reported on July 30.

U.S., Iran: U.S. Resumes Limited Airstrikes on Iran

U.S.-Iran Relations

Papua New Guinea

Taiwan

Politics

A senior Taiwan foreign ministry official announced on July 29 that the state-owned CPC Corp had halted spot market purchases of liquefied natural gas (LNG) from Papua New Guinea, the Taipei Times reported. 

Taiwan, Papua New Guinea: Taipei Halts LNG Purchases Over Trade Office Row

Israel

In a July 23 Truth Social post, U.S. President Donald Trump declared that the United States' civil nuclear deal with Saudi Arabia would be contingent on the country joining the Abraham Accords and would not allow Saudi Arabia to enrich uranium.

U.S., Saudi Arabia: Trump Announces Apparent Changes to Civilian Nuclear Deal

Eritrea

Ethiopia

Sudan

Egyptian Foreign Minister Badr Abdelatty accused Ethiopia of causing a reduction in downstream water levels on the Blue Nile in Sudan due to its unilateral operation of the Grand Ethiopian Renaissance Dam, Anadolu reported on July 22.

Nile Basin: Egypt, Sudan Slam Ethiopia Over Renaissance Dam's Unilateral Water Retention

In a July 22 Truth Social post, U.S. President Donald Trump said the U.S. military would strike Iranian bridges and power plants in response to Iranian attacks against commercial vessels.

U.S., Iran: Trump and Iran Trade Threats Against Infrastructure

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

Snapshots

Ukraine

Russia

Ukrainian President Volodymyr Zelensky (center) chats with U.S. senators before heading to a closed-door meeting at the U.S. Capitol on July 28, 2026. 

Russia-Ukraine Conflict

If enacted, the proposed bill would give Trump broad new authority to impose tariffs on major Russian oil buyers, but selective enforcement means it would unlikely compel Russia to end its war in Ukraine.

New U.S. Sanctions Bill Unlikely To Impact Russia's Oil Exports or War Strategy

Media

Podcasts

Trace the hidden chain reaction from a closed Strait of Hormuz to a local bakery line, and discover how a Middle East energy shock can quietly turn into a global food crisis.

The Decision Advantage: The Foreseen Effects of the Strait of Hormuz Closure

Assessments

Damaged structures are seen at the site of a U.S.-Saudi strike against Iran-backed militias in Bartalla, northern Iraq, on July 29, 2026. 

As the conflict picks back up, Trump must decide whether to offer Iran major concessions, which would alienate hawkish Republicans at home, or escalate military operations at the risk of reigniting a broader regional war.

Trump Once Again Weighs His Options Against Iran

Brunei Darussalam

Cambodia

China

Timor-Leste

Indonesia

Laos

Malaysia

Myanmar

Philippines

Singapore

Thailand

Vietnam

Philippine Foreign Secretary Theresa Lazaro (center) and other leaders leave after a group photo session on the sidelines of the ASEAN Foreign Ministers' Meeting in Manila on July 24, 2026.

The meetings in Manila produced talks but no immediate collective action on critical regional issues like the Iran war's energy shock, intensifying South China Sea tensions and the Myanmar civil war.

ASEAN Meetings Make Little Headway on Pressing Energy and Security Issues

Yemen

Yemeni protesters take part in a demonstration held to send a message of defiance against the continued siege and any military escalation involving Saudi forces against Houthi-controlled northern Yemen on July 17. 

Israel-Hamas Conflict

Forced to bypass the disrupted Strait of Hormuz, Saudi Arabia's increased reliance on alternative routes leaves its critical oil shipments vulnerable to Houthi attacks.


Yemen's Houthis Threaten Saudi Oil Exports With Red Sea Blockade

Argentina

Bolivia

Brazil

Chile

Colombia

Ecuador

Guyana

Peru

Venezuela

Pilgrims with flags from different countries gather at Copacabana beach in Rio de Janeiro, Brazil, on July 23, 2013, as they wait for the official opening of the Catholic Church's World Youth Day, which will be celebrated with a holy Mass. 

As many South American countries embrace right-leaning governments, their policies will increasingly align with those of the U.S. Trump administration, opening them to increased security cooperation, although economic integration remains unlikely.

What South America's Rightward Political Shift Means for U.S. Relations

Cars stand in line for gasoline at a Lukoil gas station on July 8, 2026, outside of Moscow, Russia.

Russia will retain the ability to produce and export most of its oil, but sustained Ukrainian strikes will erode its refining capacity, exacerbate domestic fuel shortages and raise the risk of deeper production cuts.

Ukrainian Strikes Deepen Russia's Fuel Refining Crisis

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

Cyber

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

Qatar

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

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

Energy

SITUATION REPORTS

OPEC+: Bloc Unwinds Final Voluntary Production Cuts

South Africa: Government Advancing Power Sector Reforms Agenda

Europe: Record Drought Forces Nuclear Shutdowns, Strains River Transport

U.S., Iran: U.S. Resumes Limited Airstrikes on Iran

Taiwan, Papua New Guinea: Taipei Halts LNG Purchases Over Trade Office Row

U.S., Saudi Arabia: Trump Announces Apparent Changes to Civilian Nuclear Deal

Nile Basin: Egypt, Sudan Slam Ethiopia Over Renaissance Dam's Unilateral Water Retention

U.S., Iran: Trump and Iran Trade Threats Against Infrastructure

Forecasts

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