https://geopoliticaleconomist.com/issues/energy-resources Oil, gas, pipelines, minerals and the states that control them. en https://geopoliticaleconomist.com/assets/brand/icon-512.pnghttps://geopoliticaleconomist.com/issues/energy-resources https://geopoliticaleconomist.com/articles/russian-oil-price-cap-shadow-fleet-toll-booth https://geopoliticaleconomist.com/articles/russian-oil-price-cap-shadow-fleet-toll-booth Thu, 01 Oct 2026 06:00:00 +0000 Camilo Flora Matsumbo The price cap was meant to cut Russia's revenue while keeping its oil on the market. Its enforcement built a parallel shipping system whose costs are shared unevenly by exporters, shipowners, insurers, traders and refiners. Russia & Eurasia Europe https://geopoliticaleconomist.com/articles/pakistan-india-what-if-we-were-not-enemies https://geopoliticaleconomist.com/articles/pakistan-india-what-if-we-were-not-enemies Sun, 27 Sep 2026 06:00:00 +0000 Dr Mukammil Shah Yousafzai Pakistan and India: two neighbours spending too much energy on each other, while poverty waits at the door South Asia https://geopoliticaleconomist.com/articles/nigeria-rating-upgrade-war-dividend https://geopoliticaleconomist.com/articles/nigeria-rating-upgrade-war-dividend Fri, 25 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo Nigeria's sovereign credit rating upgrade is being presented as proof that three years of painful reform have finally paid off. Some of it has. But part of the improvement traces back to an oil price spike tied to a war Nigeria did not start. Africa https://geopoliticaleconomist.com/articles/beyond-hormuz-saudi-oil-route-redundancy https://geopoliticaleconomist.com/articles/beyond-hormuz-saudi-oil-route-redundancy Thu, 24 Sep 2026 06:00:00 +0000 Seif A. Harrasy The East-West pipeline gives Saudi Arabia an alternative to the Strait of Hormuz, but when one route fails, the remaining routes can become new points of vulnerability. Middle East & North Africa https://geopoliticaleconomist.com/articles/why-china-will-get-what-it-wants-from-trump https://geopoliticaleconomist.com/articles/why-china-will-get-what-it-wants-from-trump Tue, 22 Sep 2026 06:00:00 +0000 Vikas Xi arrives in Washington with rare earths, cheap energy, and leverage. Trump arrives with $6 diesel and a war he can't afford. Americas Indo-Pacific https://geopoliticaleconomist.com/articles/mozambique-lng-restart-fiscal-bet https://geopoliticaleconomist.com/articles/mozambique-lng-restart-fiscal-bet Tue, 22 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo Mozambique's delayed LNG restart could bring major gas revenues into state coffers just as a global supply wave reshapes prices, buyer leverage and the value of that revenue. Africa https://geopoliticaleconomist.com/articles/mozambique-mining-law-fiscal-bet https://geopoliticaleconomist.com/articles/mozambique-mining-law-fiscal-bet Sat, 19 Sep 2026 06:00:00 +0000 Camilo Flora Matsumbo Mozambique's 15% state mining stake could increase public control over mineral resources, but its success will depend on whether the country can attract the investment needed to turn that stake into actual revenue. Africa https://geopoliticaleconomist.com/articles/canada-eu-associate-membership-risk-brief https://geopoliticaleconomist.com/articles/canada-eu-associate-membership-risk-brief Mon, 14 Sep 2026 06:00:00 +0000 J. Dyson Ottawa is exploring a status that does not exist, with a bloc whose treaties say it cannot join, to escape a neighbour that takes seven in ten of its exports. This brief sets out what is actually on the table, what is not, and how to price the outcomes. Europe Americas https://geopoliticaleconomist.com/articles/trump-asks-ukraine-to-spare-russias-refineries https://geopoliticaleconomist.com/articles/trump-asks-ukraine-to-spare-russias-refineries Mon, 14 Sep 2026 06:00:00 +0000 Vikas American diesel passed $6 a gallon on Friday. On Sunday the President asked Ukraine to stop destroying the refineries of the country he is sanctioning. The two facts are the same fact. Russia & Eurasia Americas Europe https://geopoliticaleconomist.com/articles/the-last-way-around-hormuz-is-closed https://geopoliticaleconomist.com/articles/the-last-way-around-hormuz-is-closed Mon, 14 Sep 2026 06:00:00 +0000 Vikas Drones launched from Iraq shut the pipeline that carried five million barrels a day past the strait. Brent is above $107, the ten-year Treasury is at 4.97%, and the Federal Reserve meets on Wednesday. Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/why-trump-cant-end-the-iran-war-after-the-midterms https://geopoliticaleconomist.com/articles/why-trump-cant-end-the-iran-war-after-the-midterms Fri, 11 Sep 2026 06:00:00 +0000 Vikas The Vice President says by January 2029. The theory of how wars end says neither of them controls the date. Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/america-is-bombing-its-own-bond-market https://geopoliticaleconomist.com/articles/america-is-bombing-its-own-bond-market Thu, 10 Sep 2026 06:00:00 +0000 Vikas Five Iranian tankers are burning, oil has crossed $100, and the U.S. Treasury is paying more than $1 trillion a year in interest. These three facts are one story. Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/us-imported-iranian-oil https://geopoliticaleconomist.com/articles/us-imported-iranian-oil Wed, 02 Sep 2026 06:00:00 +0000 Vikas For one month, a quiet Treasury licence made Iranian crude legal in American ports Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/iran-waiting-for-midterms https://geopoliticaleconomist.com/articles/iran-waiting-for-midterms Fri, 21 Aug 2026 06:00:00 +0000 Vikas In 1980, It Waited for the American Election, and It Is Waiting Again. Middle East & North Africa Americas https://geopoliticaleconomist.com/articles/why-greenland-is-not-worth-it https://geopoliticaleconomist.com/articles/why-greenland-is-not-worth-it Thu, 15 Jan 2026 06:00:00 +0000 Vikas Natural resources, power politics, and the high price of coercion Americas Europe https://geopoliticaleconomist.com/articles/russias-war-economy-breaking-apart https://geopoliticaleconomist.com/articles/russias-war-economy-breaking-apart Sun, 26 Oct 2025 06:00:00 +0000 Vikas The Illusion of Strength Is Fading Russia & Eurasia https://geopoliticaleconomist.com/articles/russias-next-targets-after-ukraine https://geopoliticaleconomist.com/articles/russias-next-targets-after-ukraine Sun, 30 Mar 2025 06:00:00 +0000 Vikas Putin’s Expansionist Ambitions Russia & Eurasia Europe