Australia

Singapore

Economics

Energy

Politics

Australian Prime Minister Anthony Albanese and Singaporean Prime Minister Lawrence Wong agreed to accelerate a legally binding protocol under the two countries' free trade agreement, with Australia reaffirming liquefied natural gas supplies to Singapore and Singapore pledging continued refined fuel exports to Australia, according to a joint statement released by the two leaders on April 10.

Australia, Singapore: Countries To Undertake Treaty-Backed Energy Crisis Coordination

Bahrain

Iran

Kuwait

Oman

Qatar

Saudi Arabia

United Arab Emirates

Ukraine

Russia

Military & Security

Ukrainian President Volodymyr Zelensky said his country was discussing security cooperation with Kuwait, Oman and Bahrain, Reuters reported on April 10.

Ukraine, MENA: Kyiv in Talks for More Security Cooperation With Gulf Countries

United Kingdom

A Russian frigate escorted two sanctioned tankers through the English Channel as a British support vessel followed behind, The Telegraph reported on April 8. 

Russia, U.K.: Russian Warship Escorts Sanctioned Tankers Through English Channel

China

Philippines

The Philippines said a Chinese military aircraft fired flares near a Philippine patrol aircraft operating over disputed areas of the South China Sea, calling the action dangerous and provocative but reporting no damage or injuries, Bloomberg reported on April 9. 

China, Philippines: Flare Incident and New Base Highlight Managed but Persistent South China Sea Tensions

United States

Israel

Iran struck targets in Saudi Arabia, Kuwait, the United Arab Emirates and Bahrain after the U.S.-Iran ceasefire was announced on April 7, Reuters reported on April 8.

MENA: Iran Strikes GCC Targets, Despite Ceasefire Announcement 

U.S.-Iran Relations

South Korea

Kazakhstan

Kazakh President Kassym-Jomart Tokayev accepted an invitation to visit Seoul in September for the inaugural South Korea-Central Asia summit after meeting South Korean President Lee Jae Myung's special envoy Kang Hoon Shik, Qazinform reported April 8. 

Kazakhstan: Tokayev Accepts Invite to Visit Seoul for First South Korea-Central Asia Summit

Madagascar

Madagascar declared a two‑week nationwide state of energy emergency in response to severe fuel shortages caused by the U.S. and Israel-Iran war, BBC reported on April 8.

Madagascar: Junta Declares State of Emergency Amid Fuel Shortages Linked to Iran War

U.S. President Donald Trump announced in an April 7 post on Truth Social that he was suspending his threatened bombing of Iranian power plants and bridges by two weeks, "subject to [Iran] agreeing to the COMPLETE, IMMEDIATE, and SAFE OPENING of the Strait of Hormuz."

U.S.: Trump Suspends Threatened Attacks on Iran for Two Weeks

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

Lebanon

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

Cuba

Mexico

Venezuela

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

Iraq

Iraqi women light candles in memory of the victims of the U.S.-Israeli attacks on Iran and Lebanon during a rally in Baghdad's Tahrir Square on April 2, 2026.

Violent spillover from the Iran war will further complicate Iraq's government formation process, while disrupted oil exports will heavily strain Baghdad's finances and raise the risk of unrest.

Iraq Is Caught in the Crossfire of Another Destabilizing War

Hungary

 A campaign billboard featuring a portrait of Hungarian Prime Minister Viktor Orban is seen in Budapest's 3rd district on March 27, 2026.

Social Issues

Hungary's April 12 parliamentary elections are primed to be the country's most competitive national vote since 2010 and may remove Prime Minister Viktor Orban's Fidesz party from power.

Hungary's Upcoming Elections May Unseat Orban After 16 Years

Columns

On Geopolitics

The Geopolitics of Natural Resources

Environment, Science & Technology

As competition for natural resources and critical raw materials intensifies, companies -- not just countries -- must be more mindful of risks in their physical supply chains.

The Geopolitics of Natural Resources: An Introduction

Cyber

Israel-Hamas Conflict

Russia-Ukraine Conflict

The second quarter will test global resilience as lingering conflicts and energy shocks converge to heighten economic uncertainty and geopolitical volatility.

2026 Second-Quarter Forecast: An Excerpt

Podcasts

How will the trajectory of China-U.S. trade conversations change in light of conflict in the Middle East?

The Decision Advantage: The Impact of the Iran War on the Asia-Pacific Region

South Africa

A general view of power lines near the Lethabo power station between Vereeniging and Sasolburg, South Africa, on April 17, 2024.

Although South Africa's power sector reforms remain years from completion, their gradual advancement will still attract investment in energy projects that support the country's long-term energy security and decarbonization goals.

The Outlook for South Africa's Power Sector Reforms and Energy Security

Cars drive past a gas station in Ponte Leccia on the French Mediterranean island of Corsica on March 26, 2026. 

To address Iran-related energy disruptions, the European Union will likely opt for a patchwork of national relief measures, rather than a more comprehensive market intervention.

How the EU Is Responding to Its Latest Energy Crisis

Denmark

France

Italy

The European Parliament building in 2019 in Strasbourg, France. Parliament is set to hold a plenary vote March 26 on implementing the 2025 EU‑U.S. trade framework agreement.

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

The Weekly Rundown: A Vote on the EU‑U.S. Trade Framework, the Iran Conflict Continues

Russian President Vladimir Putin holds a meeting in Moscow on the global oil and gas market situation on March 9, 2026.

The current surge in demand for Russian oil will likely be short-lived, but weaker sanctions enforcement and higher energy prices could nonetheless buoy Moscow's capacity to fund its war in Ukraine.

In Twist of Fate, Russia Gets a Boost From Iran-Related Oil Shocks

People walk along the corniche area on the occasion of Eid al-Fitr, marking the end of the holy month of Ramadan, in Abu Dhabi on March 20, 2026.

Disruptions to shipping through the Strait of Hormuz will compel Gulf Cooperation Council states to invest in alternative trade routes and more resilient physical infrastructure.

Gulf Arab States, Shaken by Iran War, Plan Economic Pivot

Energy

SITUATION REPORTS

Australia, Singapore: Countries To Undertake Treaty-Backed Energy Crisis Coordination

Ukraine, MENA: Kyiv in Talks for More Security Cooperation With Gulf Countries

Russia, U.K.: Russian Warship Escorts Sanctioned Tankers Through English Channel

China, Philippines: Flare Incident and New Base Highlight Managed but Persistent South China Sea Tensions

MENA: Iran Strikes GCC Targets, Despite Ceasefire Announcement

Kazakhstan: Tokayev Accepts Invite to Visit Seoul for First South Korea-Central Asia Summit

Madagascar: Junta Declares State of Emergency Amid Fuel Shortages Linked to Iran War

U.S.: Trump Suspends Threatened Attacks on Iran for Two Weeks

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