Energy Strategy & Foreign Policy Energy Strategy & Foreign Policy

With war disrupting Iran’s southern trade routes, Tehran is looking north to the Caspian for alternatives. But the available evidence suggests they cannot replace its crucial oil exports. More cargo moving across the Caspian could help Iran keep supplies coming in. But rising freight totals do not show whether Tehran …

Military cooperation among Azerbaijan, Türkiye, Uzbekistan and Kazakhstan is growing, but it does not yet amount to a unified four-country alliance. The ties are taking shape through different channels: a formal alliance between Azerbaijan and Türkiye, a separate allied-relations treaty between Azerbaijan and Uzbekistan, and broader exercises that bring Central …

Current throughput at 2.2 million barrels a day is well below the 5.5 million flowing daily before the Houthi attack, full recovery may take at least six weeks.New Delhi: Saudi Arabia’s East-West oil pipeline has resumed operations after an 11-day shutdown following Houthi drone attacks, but crude flows have recovered …

The surge, led by diesel shipments, rose to 81,000 barrels per day (b/d) in July and 41,800 b/d in August from zero in May and June.Udit Bubna 24 September, 2026 08:30 am IST New Delhi: India’s petroleum product exports to Turkey surged in July and August, as Ankara explored for …

Turkiye has nearly 127 GW of installed generation capacity, while its summer peak demand reached about 60.4 GW in July 2025. At first glance, that looks like a big surplus. But not every power plant is available when demand is highest. Solar output drops in the evening, wind depends on …

Iran is racing to restore gas infrastructure before winter after losing about a third of its pre-war production capacity, a reconstruction challenge that could force Tehran into difficult choices between keeping homes warm, power plants running and industry supplied. Iranian officials say attacks have knocked out about 230 million cubic …

India has relatively limited direct exposure to the Yanbu route. Saudi supplies averaged about 315,000 barrels a day in August, compared with total Indian crude imports of around 4.7 million barrels a day. Indian Refiners Face 40% Crude Cost Surge As Middle East War Disrupts Flows India has relatively limited …

State Oil Company of the Republic of Azerbaijan (SOCAR) has become one of Türkiye’s largest foreign investors and a core pillar of the Baku–Ankara energy partnership. Since acquiring Petkim in 2008, the Azerbaijani state energy company has built an integrated portfolio spanning petrochemicals, refining, gas transit, logistics, storage, and power …

Iran is shifting trade toward northern ports and land routes as its southern shipping faces a US blockade. Analysts say the corridors can keep essential goods moving, but cannot replace maritime trade. Can land corridors offset the impact of the maritime blockade on Iran? The US-led maritime blockade targeting Iranian ports …

Oil markets are behaving as if the region’s supply problems will soon resolve themselves. That confidence is becoming increasingly difficult to justify.By mid-September 2026, futures prices had repeatedly eased or paused on the basis of limited diplomatic signals, even as three major vulnerabilities were developing at the same time: Iran’s …