The U.S.-Iran War and the closure of the Strait of Hormuz have upended traditional energy transport networks, with countries such as Saudi Arabia, the UAE, and Iraq now looking to change how their oil is moved.
The high-profile arrests of Iraqi political and energy officials drew international attention and fuelled claims that Baghad was targeting Iranian influence. However, the situation is more nuanced than it appears, and reveals Iraq's continuing political complexity.
This report provides analysis and insights into Libya's energy sector for the month of May, 2026. A downloadable PDF version of the report is available at the end of the page.
The Eastern Med has been an interest for investment for years, but recent geopolitical tensions in the Persian Gulf are directing more eyes on the region.
This report provides analysis and insights into Libya's energy sector for the month of April, 2026. A downloadable PDF version of the report is available at the end of the page.
For months, it seemed like BGN had been pushed out of Libya. However, according to multiple industry sources, the Swiss-based crude trader is still operating through a network of aligned entities designed to reduce visibility.
This report provides analysis and insights into Libya's energy sector for the month of March, 2026. A downloadable PDF version of the report is available at the end of the page.
The effective closure of the Strait of Hormuz impacts more than just oil. The Gulf is struggling to export fertiliser and import food, creating a worsening cycle.
Algiers is seeking to launch another bidding round for oil and gas exploration rights as the country aims to increase output in a world hungry for energy.
U.S. military escalation against Iran is reshaping energy geopolitics and exposing new risks for oil and gas investors across the Middle East. From Iraq and Syria to the Eastern Mediterranean, upstream opportunities created by geopolitics may prove far less stable than they appear.
