Mozambique

Economics

Energy

Military & Security

U.S. multinational energy company ExxonMobil announced that it had lifted force majeure on its $30 billion Rovuma LNG project, Reuters reported on Nov. 20.

Mozambique: ExxonMobil Lifts Force Majeure on Rovuma LNG in Major Boost to Maputo 

South Africa

Europe

Environment, Science & Technology

South Africa signed a memorandum of understanding with the European Union on the formation of a Clean Trade and Investment Partnership, or CTIP, and another on the development of critical mineral supply chains, Daily Maverick reported Nov. 21.

South Africa: Pretoria Strikes Clean Trade and Energy Partnership, MoU on Critical Minerals With EU

United States

Iran

Saudi Arabia

Politics

Iran is terminating its September agreement with the International Atomic Energy Agency that allowed for limited monitoring of nuclear facilities after the IAEA's board passed a resolution calling for Iran to report details about its enriched uranium, Bloomberg reported on Nov. 20, citing Iran's foreign minister. 

Iran: Tehran Terminates IAEA Inspection Agreement After IAEA Vote Against Enriched Uranium

U.S.-Iran Relations

During Saudi Crown Prince Mohammed bin Salman's visit to the White House, U.S. President Donald Trump announced that Saudi Arabia would be designated as a "major non-NATO ally," elevating defense relations, Politico reported Nov. 18.

U.S., Saudi Arabia: Trump Names Kingdom 'Major Non-NATO Ally,' Signs Nuclear Cooperation Deal

Cyber

Saudi Crown Prince Mohammed bin Salman met with U.S. President Donald Trump in Washington, D.C., pledged to invest $1 trillion in the United States and reportedly finalized a defense deal, while the United States plans to approve the sales of advanced artificial intelligence chips, The Guardian reported on Nov. 18.

U.S., Saudi Arabia: Saudi Crown Prince Meets With President Trump

China

Russia

India

U.S. President Donald Trump said he would support proposed Senate legislation that would grant him the authority to impose tariffs on countries conducting business with Russia, particularly energy importers like China and India, Bloomberg reported on Nov. 17. 

U.S., Russia: Trump Endorses Sanctions Bill Targeting Russia's Trading Partners

Switzerland

Kazakhstan

Kazakhstan filed a lawsuit in Switzerland seeking about $15 million from several companies and individuals accused of corruption in oil field developments operated by Eni subsidiaries, Bloomberg reported on Nov. 17. 

Kazakhstan: Swiss Legal Action Seeks Leverage in Oil Arbitration Battles

Ukraine

Russia-Ukraine Conflict

Ukraine launched overnight strikes using long-range "Long Neptune" cruise missiles, hitting Russia's Novorossiysk oil export hub, Reuters reported on Nov. 14.

Ukraine, Russia: Ukrainian Strikes Halt Novorossiysk Oil Exports, Heightening Risks for Russia and Kazakhstan

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

Assessments

Russian President Vladimir Putin and Kazakh President Kassym-Jomart Tokayev address participants of the 21st Russia-Kazakhstan Interregional Cooperation Forum via a video link during their talks at the Kremlin in Moscow on Nov. 12, 2025. 

The deals signed during Kazakh President Tokayev's recent trip to Moscow will provide Astana with short-term stability but will limit its strategic autonomy and ability to further engage with the West, while heightening its exposure to Russian coercion.

What Russia's Courtship of Kazakhstan Says About the Shifting Balance of Power in Eurasia

Israel

United Arab Emirates

Yemen

Yemen's Houthi fighters man machine guns mounted on trucks as they participate in a weaponized protest staged against the United States and Israel on Nov. 6, 2025 in Sanaa, Yemen. 

Global Trade

Israel is expected to soon launch another offensive against Yemen's Iran-backed Houthis, which will risk reigniting the civil war and exposing Gulf countries and Red Sea shipping to retaliatory attacks.

What a Renewed Israel-Houthi Conflict Would Mean for Yemen and Gulf Security

Uzbekistan

Tajikistan

Turkmenistan

Kyrgyzstan

U.S. President Donald Trump (C), joined by lawmakers and members of his administration, delivers remarks during a dinner with leaders of Central Asian countries in the East Room of the White House on Nov. 6, 2025.

The recent C5+1 summit highlighted the U.S.'s desire to boost cooperation with Central Asian countries on trade and critical minerals, but the region's geography, governance and reliance on China and Russia will ultimately limit the impact of such efforts. 

The Promise and Limits of Increased U.S. Engagement in Central Asia

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.

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

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

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

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.

Energy

SITUATION REPORTS

Mozambique: ExxonMobil Lifts Force Majeure on Rovuma LNG in Major Boost to Maputo

South Africa: Pretoria Strikes Clean Trade and Energy Partnership, MoU on Critical Minerals With EU

Iran: Tehran Terminates IAEA Inspection Agreement After IAEA Vote Against Enriched Uranium

U.S., Saudi Arabia: Trump Names Kingdom 'Major Non-NATO Ally,' Signs Nuclear Cooperation Deal

U.S., Saudi Arabia: Saudi Crown Prince Meets With President Trump

U.S., Russia: Trump Endorses Sanctions Bill Targeting Russia's Trading Partners

Kazakhstan: Swiss Legal Action Seeks Leverage in Oil Arbitration Battles

Ukraine, Russia: Ukrainian Strikes Halt Novorossiysk Oil Exports, Heightening Risks for Russia and Kazakhstan

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