The United States’ new Iran sanctions waiver could do more than boost Iranian oil exports. It may also help shift Iranian energy trade from shadow networks back toward conventional global markets. On June 22, 2026, the U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC) issued General License …
Read More »Power, water, and governance: The roots of Iran’s summer blackouts
Summer nears, yet Iran’s power troubles run deeper than just hot days. Blackouts loom not simply due to weather but because neglect has weakened the grid over years. Outdated plants struggle now where new investment was ignored before. Fuel runs low at times, worsened when rivers shrink beneath long dry spells. People use energy …
Read More »The price of passage: Iran, Hormuz and the future of India’s energy security
Global energy security depends not only on whether ships can pass through Hormuz, but whether they can do so freely, predictably, and without paying tribute disguised as environmental stewardship The Strait of Hormuz is one of the world’s most important energy chokepoints, with about 20 million barrels of oil passing …
Read More »ConocoPhillips and the Remaking of Syria’s Energy Industry
The Company Carries Influence Since It Would Bring a U.S. Major Into a Sector That Washington Has Viewed as Off-Limits ConocoPhillips’s reported plan to sign a contract with Syria’s transitional government would be a significant step in Syria’s return to international energy markets. If finalized, this deal would make ConocoPhillips the …
Read More »Turkey’s Hejaz Railway Revival and the Limits of a Hormuz Alternative
A Revived Line Would Connect Turkish Industry to Arab Markets, Boost North-South Trade, and Complement Other Projects Turkey is working to modernize and extend the historic Hejaz Railway as it seeks to transform this neglected Ottoman-era line into a tool for infrastructure diplomacy. Built in the early 20th century to …
Read More »Iran-Qatar Electricity Grid Interconnection Plan Shows Pragmatism in the Shadow of War
If Gulf-linked private capital participates in Iran’s reconstruction, it would show that regional actors are trying to shape Iran’s behavior and buy protection through economic incentivesTwo days after President Donald Trump announced agreement on a memorandum of understanding prolonging a ceasefire with Iran, Qatari Energy Minister Abbas Aliabadi said feasibility studies were …
Read More »France’s Eastern Mediterranean energy strategy: Between commercial pragmatism and geopolitical ambition
France has emerged as a significant actor in the Eastern Mediterranean energy landscape, combining commercial interests, geopolitical ambition, and European energy security priorities. Its approach rests on three pillars: support for French corporate activity, especially through TotalEnergies; strategic alignment with Greece, Cyprus, Egypt, and Israel; and efforts to counterbalance Turkey’s growing assertiveness …
Read More »The Strategic Logic of Azerbaijan’s Absheron Phase 2
New Gas from Absheron Will Not on Its Own Transform Europe’s Energy Balance, but It Will Add Valuable Supply Diversity On June 1, 2026, during Baku Energy Week, Azerbaijan’s State Oil Company, TotalEnergies, ADNOC International, part of Abu Dhabi National Oil Company, and Turkey’s state pipeline company, BOTAŞ, signed a 15-year natural …
Read More »How Iran-Israel-U.S. Tensions May Reshape the GCC’s Energy Transition
The escalation involving the United States, Israel, and Iran has renewed attention on the energy-security vulnerabilities of the Gulf Cooperation Council (GCC) states: Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. The conflict has affected maritime confidence around the Strait of Hormuz, one of the world’s most …
Read More »From presence to influence: India’s Arctic ambitions in a changing frontier
The trajectory of India’s Arctic engagement will depend on its ability to scale its efforts without losing coherence. Investments in research infrastructure, greater involvement from the private sector, and deeper partnerships with Arctic states will be critical India’s growing engagement in the Arctic reflects a deliberate expansion of its strategic …
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