This report provides analysis and insights into Libya's energy sector for the month of February, 2026. A downloadable PDF version of the report is available at the end of the page.
Strikes near Kuwait and Dubai, U.S. casualties, and threats to Gulf energy routes signal a dangerous widening of the U.S.–Israel war on Iran. From Strait of Hormuz disruption to oil price shock and regional proxy escalation, the conflict is testing worst-case scenarios.
Libya’s latest bid round has revived debate about production, reform and investment risk. But in today’s oil market, the real constraint is no longer geology or output. It is whether Libya’s governance and operating model can convert barrels into durable economic value.
This report provides analysis and insights into Libya's energy sector for the month of January, 2026. A downloadable PDF version of the report is available at the end of the page.
The Trump administration and the Chavistas appear to have reached the same conclusion: Delcy Rodríguez will be their woman in Caracas. The question is whether she can balance both sides.
This report provides analysis and insights into Libya's energy sector for the month of December, 2025. A downloadable PDF version of the report is available at the end of the page.
Iran is navigating a prolonged period of structural strain in which economic fragility, energy imbalances, and deep social change increasingly intersect.
This report provides analysis and insights into Libya's energy sector for the month of November, 2025. A downloadable PDF version of the report is available at the end of the page.
Market Outlook
October was cautiously positive for Libya’s energy sector observers. Operationally, the NOC showed resilience, keeping production steady and reactivating long-idle assets despite persistent governance gaps.
Foreign
