Petropolitics

Should We Still Be Concerned About OPEC?
Despite the coronavirus significantly impacting oil demand, U.S. policymakers should still press for antitrust legislation that acts as a deterrent to OPEC market manipulation. Read More
Petropolitics

OPEC+ Tries For Global Deal, But Glut is Still Too Large
A major production cut of 10 million barrels per day would be historic in size - and probably fail to move the needle. Read More
Petropolitics

Explaining the Price War
The OPEC+ collapse will likely lead to a long and damaging price war, particularly for U.S. shale. Read More
Petropolitics

Coronavirus Reveals OPEC+ Split Ahead Of March Meeting
Differing responses to the effect of the coronavirus on oil markets has caused a split between Russia and Saudi Arabia. Read More
Petropolitics

Libyan Oil Goes Offline. The Impact Depends on Duration
This latest outage represents a dangerous new phase for Libya, even as global markets have largely shrugged off the disruption. Read More
Petropolitics

EastMed Gas Aggravates Regional Tensions
While the gas reserves in the Eastern Mediterranean have helped cooperation between Israel and Egypt, they have led to more conflict with Turkey and its neighbors. Read More
OPEC/MENA

A Mediterranean Scramble: Unraveling the Turkish Fight for Natural Gas
With vast reserves of natural gas at stake, regional tensions in the Eastern Mediterranean are heating up. Read More
OPEC/MENA

Return of OPEC+ Oil Comes as Demand Falters
OPEC+ is ramping up production just as the demand outlook has begun to deteriorate. Read More
OPEC/MENA

Iran’s New Port Project: Moving Past the Persian Gulf
Iran has announced a new oil pipeline project that would allow it to bypass the Strait of Hormuz Read More
OPEC/MENA

Oil Analysts See Stabilization and Higher Prices. But Risks Remain
A growing number of analysts argue that the worst is over for oil, but demand remains substantially lower. Read More
OPEC/MENA

OPEC+ Nears Extension, But Task Doesn’t Get Any Easier In Months Ahead
Oil prices have risen ahead of the next OPEC+ meeting, but OPEC-Russian coordination is far from assured. Read More
OPEC/MENA

Saudi Arabia Faces an Unprecedented Crisis
Oil's collapse must force a reckoning for Saudi Arabia, which has long relied on oil revenue to hold its economy together. Read More
OPEC/MENA

OPEC: New and Improved?
Smaller producers are eager to work with OPEC or join the cartel in an effort to boost their reputation, amplify their market clout, and gather research, information, and resources to attract investment. Read More
OPEC/MENA

Petrostates, International Soccer, and Soft Power
Major oil producing countries, and wealthy individuals in certain petrostates, have injected billions of dollars into soccer clubs, mostly in European leagues, and their reach is spreading in an attempt to promote their “soft power.” Read More
Petropolitics

Polish Refinery’s Imports of U.S. Crude Send Strong Signal to Moscow
With purchases of U.S. crude, European countries are able to reduce Russia’s leverage and force Moscow to negotiate and be more cooperative. Read More
OPEC/MENA

Saudi Arabia and Russia Deepen Energy Ties, Set to Continue Oil Market ‘Cooperation’
Saudi Arabia and Russia successfully collaborating on tightening fundamentals and lifting prices, if it continues, will likely have large ramifications for the global oil market in the future, given that both are in a position of strength with high production volumes and large proven reserves. Read More
Oil and the Economy

U.S. LNG Arrives in Europe, Set to Compete With Russian Gas
While U.S. LNG will play second fiddle to pipeline gas from Russia in the European market, the mere fact that Gazprom has granted pricing concessions is a sign that Europe's LNG imports are having a significant effect. Read More
Petropolitics

Energy Implications of Tighter U.S. Sanctions on Russia
The new sanctions will still tighten the screws on Russia’s energy sector, altering how the country does business with the global energy industry and increasing risks of partnering with Russian companies. Read More