Resurrecting Keystone XL: Pipeline Politics in the Age of Trade Warfare
How Donald Trump’s tariff gambit against Mark Carney exposes the structural tension between US leverage and Canadian energy autonomy.
Energy Geopolitics & Statecraft
Unpacking the global struggle for resources and the weaponization of energy. Because Energy = Power = Politics
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UAE Cuts Ties with Iran in the Hormuz Escalation
Missile strikes, targeted ADNOC vessels, and a U.S. "Indefinite Blockade" push Abu Dhabi to weaponize trade and bypass the Strait.
The Return of the Megastructure: Libya and Egypt’s Border-Defying Pipeline
As the Strait of Hormuz crisis reshapes global energy trade, Cairo and Tripoli look to bridge political divides with an 800-km oil lifeline.
India’s Atomic Pivot: Inside Modi’s 100 GW Nuclear Ambitions
How New Delhi is privatising its civil nuclear sector, leveraging thorium, and navigating US-Russia geopolitical crossfire to secure its power grid.
Expanding Horizons — TPAO, Global Energy Diplomacy, and the "Blue Homeland"
Reflecting on my recent conversation with Anadolu Agency about Türkiye's evolving role in international energy markets, strategic offshore partnerships, and the concept of the Blue Homeland.
Spain’s Nuclear U-Turn: How the Persian Gulf War Forced Madrid to Keep Almaraz Alive
Facing solar eclipses, gas storage drawdowns, and Middle East supply shocks, Spain extends its oldest nuclear reactor to 2030.
The Indefinite Blockade: Washington’s Dangerous New Strategy in the Gulf
As the US pivots to an "indefinite" naval blockade of Iranian ports, supply shortfalls, Qatar LNG shutdowns, and military strain herald an era of endless energy crisis.
ADNOC’s East Coast LNG Gamble: Can the UAE Outmaneuver Iran’s Strait Grip?
From domestic facility strikes to a new LNG export terminal, Abu Dhabi’s $28bn strategy exposes a deepening rift over Persian Gulf transit control.
The Zawiya Escalation: Libya’s Energy Infrastructure Under Attack
As refineries, pipelines, and power stations burn, a new wave of hybrid sabotage threatens Tripoli, European energy imports, and international investments.
Today at 14:00 CET: How Drought and Heat are Reshaping European Power Markets
Join me today at 14:00 CET for a live Montel webinar on climate shocks, grid vulnerabilities, and market volatility across European energy systems.
The Danube Running Dry: Hungary’s First Post-Orbán Energy Crisis
As the Paks Nuclear Plant shuts down due to record-low water levels, Péter Magyar faces a severe grid emergency in Eastern Europe.