Saudi Vision 2030 deploys several policy instruments to reduce dependence on hydrocarbons. Central among them is the Public Investment Fund (PIF), which serves as the primary capital engine for diversification by investing in strategic sectors such as tourism, entertainment, mining, logistics, renewables, and advanced manufacturing. These investments are complemented by …
Read More »When gas becomes a battlefield: Qatar’s LNG disruption marks a new era of energy warfare
QatarEnergy’s force majeure declaration crystallises a broader shift in global energy markets toward fragmentation and securitisation. The disruption has intensified market tightness, driven price volatility, and exposed the vulnerability of critical infrastructure to geopolitical conflict QatarEnergy’s March 24 declaration of force majeure on parts of its long-term LNG contracts marks …
Read More »Potential U.S. Strike Targets Include Natural Gas Power Plants
By Brian Spegele If President Trump follows through on his threat to attack Iranian power assets, the strikes would almost certainly target plants in the country that generate electricity from natural gas. Around 80% of power generation in Iran came from natural gas as of 2023, according to the International …
Read More »Why Tehran’s business pitch to Trump won’t end nuclear deadlock
Reports in major outlets that Tehran has floated a “commercial bonanza” to the Trump administration should be understood less as an investment roadmap than as a survival strategy. As Donald Trump’s 10-to-15-day deadline for a “meaningful” deal with Iran enters its decisive phase, Iranian officials appear to be reframing diplomacy …
Read More »Gunboat diplomacy: US seeks coercion without war on Iran
President Donald Trump’s response to Iran’s recent unrest appears to reflect a strategy of gunboat diplomacy: the use of military pressure, rhetorical escalation, and economic coercion to extract concessions without committing to war or formal regime change. Iran’s currency plunge in late December 2025 sparked nationwide protests that quickly escalated …
Read More »Why ‘Maximum Pressure’ Hasn’t Crippled Iran’s Oil Sector
Iran’s Sanctions-Evasion Infrastructure Has Become Systematic Rather than Improvised In early February 2025, President Donald Trump issued National Security Presidential Memorandum 2 (NSPM-2), formally reinstating his “maximum pressure” campaign against Iran. The directive sought to deny Tehran any path to nuclear weapons, constrain its ballistic missile program, and dismantle support for regional proxies by …
Read More »Why Iran’s Oil Workers Have Not Struck
A Fragmented Labor Force, Strict Security, and Other Factors Constrain Workers from Mobilizing, Not Apathy or Ignorance Iran’s latest wave of unrest has revived the expectation that sustained protests eventually will reach the oil sector and choke off the regime’s primary revenue stream. That escalation has not occurred. The absence …
Read More »Syria’s Energy Sector Faces Structural, Not Symbolic, Barriers
Syria Holds an Estimated 2.5 Billion Barrels of Oil and 8.5 Trillion Cubic Feet of Gas but Reserves Do Not Guarantee Recovery Syria’s oil and gas sector once anchored state revenues and energy security. Before 2011, the country produced roughly 380,000 barrels per day of oil and about 25 million …
Read More »What Turkey’s Moves in Pakistan Reveal About Regional Strategy
With Energy Diplomacy, Ankara Strengthens a Partnership That Stretches Across Military, Cultural, and Now Economic Dimensions On December 2, 2025, Turkey signed hydrocarbon exploration agreements through its state-owned Turkish Petroleum Corporation (TPAO) with six Pakistani energy firms. The announcement came with almost no political theater, but the implications run deeper …
Read More »Will Iran Get off the Financial Action Task Force’s Blacklist in 2025?
Continued Blacklisting and Enhanced Sanctions Would Hinder Iran’s Trade Contacts, Foreign Investment, and Access to Financial Institutions The Financial Action Task Force (FATF), the international body charged with combatting money laundering and terror finance, placed Iran on its blacklist in 2007 because of its failure to address weaknesses in its …
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