Malaysia

Economics

Energy

Politics

Malaysian Prime Minister Anwar Ibrahim is considering dissolving parliament for a general election, well ahead of the early-2028 deadline, to seek a fresh mandate before potential fuel subsidy reductions force higher prices on consumers, Bloomberg reported on April 24.

Malaysia: Anwar Weighs Early Polls Before Fuel Subsidy Pain Hits

Saudi Arabia

Ukraine

Military & Security

Ukrainian President Volodymyr Zelensky arrived in Jeddah for his second visit to Saudi Arabia in a month, where he is expected to meet Crown Prince Mohammed bin Salman and advance agreements on security, energy and infrastructure cooperation, Interfax-Ukraine reported on April 24.

Ukraine, Saudi Arabia: Zelensky Visits Jeddah To Expand Security Cooperation

Australia

Brunei Darussalam

Japan

Singapore

South Korea

Australian Prime Minister Anthony Albanese has signaled growing opposition to a windfall tax on gas exports that had been expected to be proposed for the May 12 federal budget, making its inclusion unlikely in the upcoming legislative session, the Australian Financial Review reported on April 23.

Australia: Fuel Diplomacy Shelves Canberra's Gas Tax Push

Angola

Angola's Minister of State for Economic Coordination Jose de Lima Massano said the Angolan government was foreseeing a windfall of around 3.2 trillion kwanza ($3.5 billion, or around 2.4% of GDP) in 2026 assuming an average price of $80 per barrel of oil by the end of 2026, Ver Angola reported on April 22.

Angola: Government Foresees $3.5B Windfall in 2026 From Higher Oil Prices

Vietnam

Environment, Science & Technology

South Korean President Lee Jae Myung and Vietnamese leader To Lam agreed to expand cooperation on energy security, supply chains and infrastructure during the former's four-day visit to Hanoi, Yonhap News Agency reported on April 22.

South Korea, Vietnam: Countries Deepen Energy and Supply Chain Coordination

United States

Iraq

The United States reportedly withheld a shipment of $500 million in cash to Iraq from the Federal Reserve Bank of New York to intensify pressure on Baghdad to disarm Iranian-backed Shiite militias and select a nominee for prime minister suitable to the United States, Reuters reported April 22.

U.S., Iraq: U.S. Suspends Dollar Shipments to Iraqi Central Bank, Pauses Some Security Cooperation

Germany

Kazakhstan

Russia

Russia plans to halt the transit of Kazakh oil to Germany via the Druzhba pipeline starting May 1, Reuters reported on April 21, citing industry sources who said Kazakhstan had received a notification from pipeline operator Transneft.

Russia, Germany, Kazakhstan: Russia May Halt Kazakh Oil Transit via Druzhba to Germany

Kazakhstan's Atomic Energy Agency head Almasadam Satkaliyev said Russia will provide an intergovernmental loan covering about 85% of the $15 billion cost of Kazakhstan's first nuclear power plant, Kursiv reported on April 21. 

Kazakhstan, Russia: Russian-Financed Nuclear Project Is Unlikely To Deliver on Time

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

A digital illustration shows the euro currency symbol burning with a blue flame inside a gas stove. 

Brussels' strategy prioritizes temporary relief and coordination over broad market intervention, which will likely result in a fragmented response and sustained price volatility.

EU Outlines Energy Relief and Coordination Measures in Response to Iran-Linked Supply Shock

Snapshots

Egypt

The exterior facade of the new headquarters of Egypt's central bank is seen at the New Administrative Capital megaproject about 45 kilometers east of the current capital, Cairo, on Aug. 1, 2023. 

Egypt will try to avoid submitting to another IMF loan program, which would likely require unpopular austerity and privatization measures. But the escalating economic impact of the Iran war may eventually force its hand.

Iran War Fallout Could Force Egypt to Seek Another Unpopular IMF Bailout

Cuba

Iran

Lebanon

Bulgaria

Romania

Chairman of the Joint Chiefs of Staff Gen. Dan Caine speaks as he displays a map showing the U.S. Navy's blockade of the Strait of Hormuz during a press briefing at the Pentagon on April 16, 2026, in Arlington, Virginia. 

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

The Weekly Rundown: U.S.-Iran Diplomacy, Political Instability in the Balkans

U.S.-Iran Relations

Satellite imagery shows a broad view of the Strait of Hormuz between southern Iran and Oman's Musandam Peninsula on April 7, 2026.

Pledges to reopen the strait will support U.S.-Iran diplomatic momentum and reduce near-term escalation risks, but shipping activity will recover only gradually amid persistent tensions, with a continued risk of disruption until a durable agreement is reached.

The Operational vs. Diplomatic Impact of the Strait of Hormuz's Nominal Re-Opening

Israel

Afghanistan

Bangladesh

Maldives

India

Nepal

Pakistan

Sri Lanka

A passenger boat sails past the Indian-flagged oil tanker Kashimasan, which is docked near an offloading terminal at Butcher Island (also known as Jawahar Dweep) off the coast of Mumbai, India, on April 1, 2026.

Energy and fertilizer price shocks from the Iran war will increasingly threaten energy supplies, crop yields and economic growth across the region, pressuring governments' foreign exchange reserves and heightening unrest risks.

In South Asia, Iran War Fallout Risks Worsening Economic and Political Instability

IMF officials participate in an economic outlook briefing in Washington, D.C., on April 14, 2026.

The sharp increase in global oil and fertilizer costs will force import-reliant, low-income nations in South Asia and sub-Saharan Africa to choose between fiscal discipline and maintaining social stability.

Iran War Price Shocks Will Hit Low-Income Energy Importers Hardest

Nigeria

The Dangote petroleum refinery plant is seen in Lagos, Nigeria, on April 6, 2026.

Nigeria will enjoy a short-term revenue boost from elevated oil prices, but the potential for renewed instability in the Niger Delta could undermine efforts to increase oil production.

Nigeria's Oil Gains From Iran War Face Old Challenges

China

Philippines

A Chinese navy ship (background left) is seen while an Australian navy ship (right) takes part in a maritime cooperative activity with the Philippines and Canada in the disputed waters of the South China Sea on Sept. 3, 2025.

China, the Philippines and Vietnam's efforts to rebalance coercive activity with diplomatic engagement have temporarily lowered escalation risks, but persistent rivalries ensure long-term volatility.

In the South China Sea, Managed Tension Masks Long-Term Volatility

Columns

On Geopolitics

The Geopolitics of Natural Resources

Weaponizing raw material exports can provide short-term political leverage, but it often pushes the targeted nations to permanently restructure their trade relationships to reduce dependencies.

The Historical Lessons of Global Commodity Weaponization

Yemen

U.S. Vice President JD Vance speaks as special envoys Jared Kushner (L) and Steve Witkoff listen during a news conference after a meeting with representatives from Pakistan and Iran on April 12, 2026, in Islamabad, Pakistan. 

The U.S. blockade may not immediately collapse the ceasefire with Iran, but it will further disrupt maritime shipping and the global economy.

After U.S.-Iran Talks Fail, Washington Moves To Blockade the Strait of Hormuz

A satellite view of the Persian Gulf, with the Strait of Hormuz chokepoint seen on the right.

Global Trade

Fears that U.S.-Iran talks will collapse, along with Iran's ongoing efforts to formalize its authority over the strait by imposing transit fees and limiting traffic, will likely keep shippers cautious.

Strait of Hormuz Shipping Likely To Remain Disrupted, Despite Ceasefire

Media

Mexico

Venezuela

United Arab Emirates

Taiwan

Forecast Webcast

Join our analysts for this webcast recording exploring key topics identified in RANE's 2026 Second-Quarter Geopolitical Forecast.

2026 Second-Quarter Forecast Webcast

Energy

SITUATION REPORTS

Malaysia: Anwar Weighs Early Polls Before Fuel Subsidy Pain Hits

Ukraine, Saudi Arabia: Zelensky Visits Jeddah To Expand Security Cooperation

Australia: Fuel Diplomacy Shelves Canberra's Gas Tax Push

Angola: Government Foresees $3.5B Windfall in 2026 From Higher Oil Prices

South Korea, Vietnam: Countries Deepen Energy and Supply Chain Coordination

U.S., Iraq: U.S. Suspends Dollar Shipments to Iraqi Central Bank, Pauses Some Security Cooperation

Russia, Germany, Kazakhstan: Russia May Halt Kazakh Oil Transit via Druzhba to Germany

Kazakhstan, Russia: Russian-Financed Nuclear Project Is Unlikely To Deliver on Time

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