Nigeria

Energy

Military & Security

Politics

Leaders for the Ijaw, Urhobo and Itsekiri communities of Nigeria's southern Delta state agreed on June 12 to rotate the House of Representatives seat for the Warri II federal constituency between the Ijaw and Itsekiri communities and raise the number of wards for Itsekiris in the Warri South West local government area from four to nine, THISDAY and The Guardian Nigeria reported on June 14.

Nigeria: Tensions Linger in Delta State Despite Federal Government-Brokered Deal 

United States

Iran

Oil benchmarks Brent and WTI fell by about 5% in trading on June 15, with WTI briefly falling below $80 per barrel for the first time since March, after the announcement of the U.S.-Iran memorandum of understanding that extends their ceasefire by 60 days and removes restrictions on shipping through the Strait of Hormuz. 

Global: U.S.-Iran Deal Provides Relief for Global Energy Markets, Even If Recovery Is Slow

U.S.-Iran Relations

Venezuela

Economics

The U.S. Department of the Treasury relaxed its licenses on Venezuela, allowing contracts to recognize Venezuela's sovereign regulatory authority, as well as its permitting, labor, environmental, health and safety rules, though U.S. law will still control interpretation, payment obligations and enforceability, Bloomberg reported on June 10.

U.S., Venezuela: U.S. Treasury Eases Restrictions on Venezuela's Licenses

Former Niger Delta militant leader Government "Tompolo" Ekpemupolo called for calm in Nigeria's southern Delta state amid fresh demonstrations by ethnic Ijaw and Urhobo protestors, who are occupying oil flow stations and threatening the production of 400,000 barrels of oil per day to protest the Independent National Electoral Commission's failure to implement a new ward delineation in the Warri area, Premium Times reported on June 10.

Nigeria: Tompolo Calls for Calm in Delta State as Protestors Occupy Oil Production Facilities

France

Slovakia

India

Environment, Science & Technology

Indian Prime Minister Narendra Modi will visit France and then Slovakia from June 13-16 to hold bilateral talks with French President Emmanuel Macron and Slovak Prime Minister Robert Fico, Reuters reported on June 10.

India: Modi To Visit France and Slovakia Ahead of G7 Summit

Egypt

Egyptian Minister of ​Petroleum Karim Badawi announced that Egypt had cleared its outstanding international oil and gas arrears, aligning with previous government projections for finalizing the payment, Reuters reported on June 10.

Egypt: Cairo Fully Repays Outstanding Foreign Oil and Gas Arrears

Middle East and North Africa

U.S. President Donald Trump wrote in a June 10 Truth Social post that Iranian officials had "taken too long to negotiate a deal that would have been great for them, now they will have to pay the price!!!" and threatened to order attacks on Iranian power plants and bridges.

U.S., Iran: Trump Escalates Rhetoric After U.S.-Iran Clashes

South Korea

Kazakhstan

Hyundai Engineering received a letter of award from Kazakhstan's QazaqGaz for the Karachaganak gas treatment facility project in western Kazakhstan, which will include a gas processing facility and related infrastructure able to process up to 5 billion cubic meters of raw gas per year at the Karachaganak complex, Seoul Economic Daily reported on June 8. 

Kazakhstan, South Korea: Hyundai Wins Karachaganak Gas Processing 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

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Europe

Eurasia

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

An Iranian woman walks past a mural depicting Iran and the United States at the negotiation table, painted on the outer walls of the former U.S. embassy in Tehran, on Feb. 6, 2026.

While the deal will reduce the immediate threat of renewed conflict, shipping through Hormuz will likely resume only gradually amid the risk that talks stall, flare-ups resume and vessels face renewed harassment.

U.S.-Iran Deal Pauses Conflict, but the Path to Peace Remains Fraught

Columns

On Geopolitics

Israel

A 3D satellite-style visualization of the Strait of Hormuz in the Persian Gulf.

As the Iran war drags on, the Strait of Hormuz is increasingly likely to remain closed for an extended period.

Will the Strait of Hormuz Remain Closed Until 2027?

Media

Podcasts

Will the United States continue to pay the "blood and treasure" tax to subsidize global energy security, or is the Hormuz war the catalyst for a fundamental retrenchment?

The Decision Advantage: What the Hormuz War Means for U.S. Grand Strategy

Assessments

Bahrain

Kuwait

Oman

Saudi Arabia

United Arab Emirates

Guests stand outside a model carriage of the "Dream of the Desert" ultra-luxury train on display during the Future Investment Initiative conference in Riyadh, Saudi Arabia, on Oct. 28, 2025.

Efforts to create new export routes via railways and pipelines will be hampered by regional mistrust, uncertain commercial viability and long construction timelines, ultimately keeping Gulf states reliant on the Strait of Hormuz.

All Roads Lead to Hormuz: The Limits of Gulf Infrastructure Diversification

Armenia

Azerbaijan

Russia

Thousands of Armenians participate in a rally in Yerevan's Republic Square on May 26, 2024. 

Prime Minister Pashinyan's likely reelection will empower him to finalize a peace treaty with Azerbaijan and deepen ties with the West, though Russian economic pressure and domestic opposition to constitutional changes could undermine these efforts.

What's at Stake in Armenia's Upcoming Election

Colombia

Supporters of Colombian presidential candidate Ivan Cepeda wave flags ahead of his closing campaign rally in Barranquilla, Colombia, on May 24, 2026.

A left-wing victory would portend increased social spending and policy gridlock, a far-right win would portend austerity and decree-based governance, and a center-right win would foster market-friendly policies and stability.

Colombia's Presidential Election: Potential Outcomes and Their Implications

Global Elections

Cuba

Acting U.S. Attorney General Todd Blanche (center) speaks during a news conference announcing the indictment of former Cuban president Raul Castro, at the Freedom Tower in Miami, Florida, on May 20, 2026.

Recent U.S. escalations against Cuba are creating a pretext for kinetic action, most likely a targeted operation to capture key officials, though an airstrike campaign and/or a ground deployment also remain possible.

Assessing the Potential for U.S. Military Action in Cuba

Ukraine

A view taken on Dec. 13, 2023, shows pumping units at the grounds of a fuel tank farm of Russia's oil pipeline giant Transneft.

Russia-Ukraine Conflict

The intensifying drone strikes are unlikely to trigger an oil sector crisis or alter Moscow's war calculus, but they will financially drain Russian oil companies, even as high prices buoy the Kremlin's revenues.

Assessing the Impact of Ukrainian Strikes on Russia's Oil Sector

Qatar

Part of the gas processing facilities of Europe's first helium production pilot plant in Saint-Parize-le-Chatel, France, on Sept. 11, 2024.

Qatar's halt of helium production due to the Iran war risks causing shortages that disrupt key manufacturing industries, particularly in Asia.

How the Iran War is Choking the World's Helium Flow

Algeria

Spain

Italy

A worker stands on the uploading dock of Cavaou LNG terminal in Fos-sur-Mer, France, on June 22, 2023, while the tanker boat "Lalla Fatma N'Soumer" arrives full of LNG ready to be delivered. 

Amid energy supply disruptions in the Middle East, Algeria's ability to capitalize on increased global prices and demand for energy exports will be constrained by limited spare capacity and bureaucratic obstacles.

Structural Constraints Will Limit Algeria's Ability To Capitalize on Tighter Energy Markets

Brazil

The Geopolitics of Natural Resources

If President Lula wins reelection in October, his administration would continue balancing the promotion of green initiatives with the expansion of mining and drilling, while retaining strategic neutrality in the U.S.-China competition.

The Balance Between Environmental and Extractive Policies in Brazil's Presidential Election, Part 1

An aerial view shows the Kazakh village of Ulken (foreground), where the country's first nuclear power plant is set to be built, on Sept. 22, 2024.

Kazakhstan will seek to balance its reliance on Russia to build its first nuclear plant by partnering with China on subsequent projects and by leveraging new mining laws to extract downstream technology from foreign partners.

Kazakhstan's Strategy to Control Its Nuclear Future Amid Russian Leverage

Energy

SITUATION REPORTS

Nigeria: Tensions Linger in Delta State Despite Federal Government-Brokered Deal

Global: U.S.-Iran Deal Provides Relief for Global Energy Markets, Even If Recovery Is Slow

U.S., Venezuela: U.S. Treasury Eases Restrictions on Venezuela's Licenses

Nigeria: Tompolo Calls for Calm in Delta State as Protestors Occupy Oil Production Facilities

India: Modi To Visit France and Slovakia Ahead of G7 Summit

Egypt: Cairo Fully Repays Outstanding Foreign Oil and Gas Arrears

U.S., Iran: Trump Escalates Rhetoric After U.S.-Iran Clashes

Kazakhstan, South Korea: Hyundai Wins Karachaganak Gas Processing Project

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