Oil & Gas - The Geopolitical Desk (Page 2)

Algeria's new bidding round comes at a critical time

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.

By The Geopolitical Desk

/ 24 Mar 2026

Algeria's new bidding round comes at a critical time

The limits of U.S. energy independence and the upstream risks of escalation in Iran

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.

By The Geopolitical Desk

/ 9 Mar 2026

The limits of U.S. energy independence and the upstream risks of escalation in Iran

Strait of Hormuz at risk: escalation scenarios in the U.S.–Israel war on Iran

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.

By The Geopolitical Desk

/ 2 Mar 2026

India is calibrating its tilt to a fragmented West

By The Geopolitical Desk

/ 27 Feb 2026

India is calibrating its tilt to a fragmented West

Libya’s offshore future: optimistic and pessimistic scenarios

Libya could easily see overall success in the eastern Mediterranean, but only if its rival governments can agree to a political deal.

By The Geopolitical Desk

/ 17 Feb 2026

Libya’s offshore future: optimistic and pessimistic scenarios

More oil, more problems: how to fix Libya’s structural energy trap

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.

By The Geopolitical Desk

/ 10 Feb 2026

More oil, more problems: how to fix Libya’s structural energy trap

Libya's energy transition is stuck between ambition and reality

Libya continues to struggle to balance ambition with structural inertia in its energy policy.

By The Geopolitical Desk

/ 23 Jan 2026

Libya's energy transition is stuck between ambition and reality

The testing of Delcy Rodríguez

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.

By The Geopolitical Desk

/ 16 Jan 2026

Is Iran shielding the state or its people?

Iran is navigating a prolonged period of structural strain in which economic fragility, energy imbalances, and deep social change increasingly intersect.

By The Geopolitical Desk

/ 20 Dec 2025

Is Iran shielding the state or its people?

Libya Energy Insights (Oct 2025)

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

By Oliver Crowley

/ 13 Nov 2025

Libya Energy Insights (October 2025)

This report provides analysis and insights into Libya's energy sector for the month of October, 2025

By Oliver Crowley

/ 3 Nov 2025

Balancing geopolitical rivalry and energy vulnerability

At Russian Energy Week 2025, producers from Moscow to Riyadh cautioned that sanctions, military strikes and ideological policymaking are undermining global energy security.

By The Geopolitical Desk

/ 15 Oct 2025

Balancing geopolitical rivalry and energy vulnerability