The Middle East crisis has emboldened India’s government to address the lack of strategic reserves, but it will be a long, slow and costly process and may still not reach required levels
The Iran war has given ADNOC both the motive and the urgency to sever its dependence on the world's most dangerous shipping lane
Ukraine’s vast gas storage has become central to a key route amid shifting priorities for the continent
When oil producers start publicly engineering around their own export routes, the threat calculation has already shifted
A US-backed corridor linking Azerbaijan and Nakhchivan through Armenia could serve as a catalyst for reconciliation between the two adversaries, while also helping Yerevan reduce its dependence on Russian gas supply
‘The ‘Great Inventory Drain’ is pushing the oil system close to its operational bottom with severe consequences for fuel rationing, demand destruction and stock rebuilding
The halt to Kazakh crude flows through Russia has raised fresh questions over Schwedt’s ability to keep supplying Berlin at a time of tightening European fuel markets
Financing and security risks cloud the outlook for project connecting the two countries, which aims to take advantage of Europe’s need for more energy options
Interruption to Hormuz supplies has accentuated trends in both countries towards declining capacity
Damage to Gulf infrastructure, painful Asian crude slate reconfiguration and rising US swing supply will have multiple repercussions on a structurally tight oil product market in the medium and longer term
The US-Israel-Iran conflict has brought to the fore a deeper crisis of domestic fragility in the Persian oil producer
From the UAE’s fast-tracked pipeline to Fujairah to the ‘critical lifeline’ for Saudi Arabia at Yanbu, the Iran conflict is forcing an accelerated shift away from traditional maritime routes
Decades of investment in refining capacity, source diversification, and reserves have helped turn a potential crisis into a relative advantage for regional aviation hub
Closure of two refineries will reduce US’ capacity, while south of the border countries are building out capacity to meet demand
China has seen an unprecedented boost in refining capacity while India has ambitious plans as the region seeks to meet burgeoning demand
