The Gulf has spent decades selling oil and gas to the world. Now its governments want to sell something else: low-carbon hydrogen. It is an appealing prospect. The region has plenty of sunshine, deep pockets and companies that know how to build energy projects at scale. But the Iran–US war …
Read More »Gas-rich Iran turns to Russia for an energy lifeline
Iran, home to the world’s second-largest natural gas reserves, is turning to Russia for supplies as war damage and years of underinvestment threaten to deepen an energy crisis ahead of winter. After meeting President Vladimir Putin in Moscow on November 5, Iranian security chief Mohsen Rezaei said the two countries …
Read More »Texas’s Political Earthquake: What It Means for Global Energy
Texas’s November 3, 2026, election results overturned assumptions that had shaped American politics for decades. Democratic victories in major statewide races, alongside the party’s capture of Congress, immediately raised questions about the country’s political direction. They also drew attention from energy producers and governments whose interests are tied to Texas’s …
Read More »Iran can repair war damage, but can it revive its energy industry?
Iran may be able to repair much of its war-damaged energy infrastructure without new Western technology. Whether it can rebuild a modern, reliable energy industry is another question. Successive rounds of US and Israeli strikes have damaged oil storage facilities, gas-processing plants and petrochemical infrastructure. Iranian engineers, supported by suppliers …
Read More »Interview with Dr.Umud Shokri: Can Kazakhstan Reduce Its Dependence on Russian Oil Export Routes?
Kazakhstan sent more than four-fifths of its oil exports in 2025 through the Caspian Pipeline Consortium (CPC), which crosses Russia to the Black Sea. Repeated disruptions have exposed the risks of relying so heavily on a single route. While alternative shipments across the Caspian Sea are growing, volumes remain small. …
Read More »Why Qatar is buying American LNG while expanding its own exports
Qatar is buying American liquefied natural gas while spending billions to expand its own export capacity. That apparent contradiction offers a way to understand Doha’s diplomacy during the Persian Gulf crisis. Buying gas abroad gives QatarEnergy something to sell when tankers cannot leave Ras Laffan. It does far less for …
Read More »Iran’s evasion network survives, but the crude feeding it has run dry
Iran still has the knowhow, middlemen and shadow-fleet infrastructure it spent years developing to sell sanctioned oil to China. But it has now run out of oil outside Iran to put through that system. The US naval blockade has exposed a limitation in Tehran’s sanctions-evasion machinery: ship-to-ship transfers, false paperwork …
Read More »What can Iran’s new oil chief change under the US blockade?
Iran’s oil minister Mohsen Paknejad resigned Sunday, leaving acting minister Hamid Bovard with crude exports choked by a US blockade and scrutiny of intermediaries used to sell sanctioned oil, raising questions over what he can change. President Masoud Pezeshkian accepted Paknejad’s resignation on October 4 and appointed Bovard, chief executive …
Read More »Can the Caspian give Iran a way around Hormuz?
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 …
Read More »Saudi East-West pipeline restarts, but flows remain restricted to 40% of pre-Houthi attack levels
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 …
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