The most consequential conflicts are no longer fought over land, but over the networks that bind the world together and over who gets to use them, and on what terms In the aftermath of the Iran war, global power dynamics would shift decisively from territorial control to the management of …
Read More »The United Arab Emirates Exits OPEC and OPEC+
The Decision Sends a Signal That National Priorities Now Outweigh Collective Discipline The United Arab Emirates’ decision to leave OPEC and the expanded OPEC+ that brought in nearly a dozen other oil-producing members not included in the original OPEC, effective May 1, 2026, is more than a routine policy shift. …
Read More »Iran war turns India-Saudi oil trade into a strategic partnership
What once looked like diversification for both now feels like necessity. The relationship is no longer just about barrels moving from one port to another; it is increasingly about managing shared risks, building joint infrastructure, and aligning long-term strategies The Iran-Israel war of 2026 has not only disrupted global energy …
Read More »How Will the Gulf Arab Economies Change Post-War?
Recovery Will Not Be Simply a Return to the Old Model, Now That Gulf States Are Diversifying Their Energy and Economies After Israel and the United States attacked the Islamic Republic of Iran on February 28, 2026, the Islamic Revolutionary Guard Corps responded with missiles and drones targeting oil facilities, …
Read More »The immense cost of Iran’s nuclear program
Erfan Kasraie- DWIran insists that its nuclear program is for peaceful, civilian purposes, including energy production. But the figures and statistics paint a different picture. he peace talks between the United States and Iran in Islamabad failed to deliver an agreement, with one key issue proving to be the main sticking …
Read More »Ghalibaf’s rise signals Iran’s turn towards Bonapartism
Iranian Parliament Speaker Mohammad-Bagher Ghalibaf’s rising influence increasingly reflects a Bonapartist adaptation towards centralised authority exercised by an insider promising order without structural reform The concept of “Ghalibaf and Bonapartism” has emerged as a useful analytical lens for understanding the Islamic Republic’s evolving power structure amid mounting domestic and international …
Read More »Non-oil boom masks deeper risk as Saudi growth still hinges on state spending
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 »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 »What Does Iraq’s Force Majeure Declaration Mean for Energy Markets?
Iraq Has Not Reduced Output Due to Policy Decisions or Quotas—It Has Shut Down Production Because It Cannot Export On March 20, 2026, Iraq’s Oil Ministry declared force majeure on oilfields operated by foreign companies after disruptions in the Strait of Hormuz halted tanker traffic and blocked exports. The decision reflected a breakdown in …
Read More »Kharg Island: The oil lifeline that could ignite a global energy shock
If the conflict intensifies and Kharg’s export facilities become targets, the result could be a severe supply disruption that drives oil prices sharply higher and destabilises energy markets worldwide. In most wars, geography quietly shapes the outcome. In the escalating confrontation between Iran, Israel, and the United States, one small …
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