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July 30, 2018

Iran
Free Flow of Oil, Strait of Hormuz, and Policing International Sea Lanes

The premium appears to be creeping back into international oil prices as markets wait to see who will be policing the sea lanes in the aftermath of a Saudi announcement that it would temporarily halt…

Fuel tanker Bahia Damas is docked to unload its shipment of fuel at the Red Sea port of Hodeida, Yemen December 24, 2017.

July 16, 2018

Russia
The Oil Context of the Trump-Putin Meeting

There appears to be a list of conflicts and other kinds of issues that U.S. President Donald Trump and Russian leader Vladimir Putin touched upon during their meeting in Helsinki, and progress on any…

U.S. President Donald Trump and Russia's President Vladimir Putin shake hands during a joint news conference after their meeting in Helsinki, Finland, July 16, 2018.

July 9, 2018

Russia
Will Energy Be Part of the U.S.-Russia Helsinki Summit?

Navigating the geopolitical domain surrounding energy is always difficult, but in the lead-up to the U.S.-Russia summit in Helsinki, it is particularly complex. While energy is unlikely to be a first…

FILE PHOTO: U.S. President Donald Trump and Russia's President Vladimir Putin talk during the family photo session at the APEC Summit in Danang, Vietnam November 11, 2017.

June 19, 2018

Oil and Petroleum Products
OPEC's Vienna Meeting: The Challenge of Failing National Oil Companies

As energy ministers from major oil producing countries gather in Vienna this week to discuss the stability of global oil markets, the variables that will dictate outcomes have rapidly shifted. Pre-me…

Two persons pass the logo of the Organization of the Petroleoum Exporting Countries (OPEC) in front of OPEC's headquarters in Vienna, Austria June 19, 2018.

May 25, 2018

Iran
The Complicated Geopolitics of U.S. Oil Sanctions on Iran

U.S.-Iranian conflict resolution is in flux following withdrawal from the nuclear deal, and it remains unclear whether sanctions will be sufficient to force Iran back to the negotiating table. A deeper dive into the energy realpolitik of the matter reveals a host of barriers to improving the status quo in the Middle East.

U.S. President Donald Trump speaks to reporters after signing a proclamation declaring his intention to withdraw from the JCPOA Iran nuclear agreement in the Diplomatic Room at the White House in Washington, U.S. May 8, 2018.

March 5, 2018

Energy and Climate Policy
OPEC’s Venezuela Dilemma and U.S. Energy Policy

As senior officials from the Organization of Petroleum Exporting Countries (OPEC) gather in Houston for the international industry gathering CERA Week, they will be listening carefully to speeches by…

The Suezmax sized oil tanker Karvounis lies at anchor stranded off the coast of Louisiana for lack of a bank letter of credit to discharge its cargo of Venezuelan heavy crude, south of Port Fourchon, Louisiana, U.S. August 17, 2017.

August 30, 2018

Energy and Climate Policy
The Trump Affordable Clean Energy Policy: Deciphering Emissions Math

This post is co-written by Daniel Scheitrum, an assistant professor at the University of Arizona’s Department of Agricultural and Resource Economics. In the U.S. Environmental Protection Agency do…

An empty podium awaits the arrival of U.S. Environmental Protection Agency (EPA) Acting Administrator Andrew Wheeler to address staff at EPA headquarters in Washington, U.S., July 11, 2018.

July 3, 2018

Fossil Fuels
Presidential Oil Tweets, Oil Prices, and the Cycle

U.S. presidential jawboning about oil prices has continued to grab headlines this week, with President Trump telling Fox News on Sunday that the Organization of Petroleum Exporting Countries (OPEC) i…

FILE PHOTO: U.S. President Donald Trump shakes hands with Saudi Arabia's Crown Prince Mohammed bin Salman in the Oval Office at the White House in Washington, DC, U.S. March 20, 2018.

June 27, 2018

Iran
Oil Geopolitics and Iran’s Response

At first glance, last week’s Vienna Group meeting—that is the Organization of Petroleum Exporting Countries (OPEC) plus non-OPEC producers including Russia—seemed to have resolved some thorny issues…

Iran's Oil Minister Bijan Zanganeh arrives for an OPEC meeting in Vienna, Austria, June 22, 2018.

April 24, 2018

Iran
Energy Intelligence Briefing: Automated Warfare, Asymmetric Risks, and Middle East Conflicts

Geopolitical risk is always a major feature of global oil and gas markets, but the interplay of wars without end, powerful non-state actors, and the proliferation of new weapons technologies across t…

Flames emerge from flare stacks at the oil fields in Basra, southeast of Baghdad, Iraq January 17, 2017.