Russia

Energy

Russia's Arctic LNG 2 plant resumed flaring around March 30, which may indicate that the facility has resumed processing natural gas, though gas exports did not immediately resume, Reuters reported on April 1, citing satellite images published the same day. 

Russia: Arctic LNG 2 Terminal Resumes Flaring

Niger

Military & Security

Niger announced its withdrawal from the Multinational Joint Task Force, or MNJTF, a coalition established in 2015 to combat militant groups in the Lake Chad basin, Radio France Internationale reported on March 31. 

Niger: Government Announces Withdrawal From Regional Joint Force

United States

Iran

Politics

U.S. President Donald Trump warned that if Iran does not reach a nuclear deal with the United States, "there will be bombing" and so-called secondary tariffs on Iranian oil, according to a March 30 interview with Axios.

Iran: Trump Threatens To Place Secondary Tariffs, Bomb Iran Absent a Nuclear Deal

U.S.-Iran Relations

Guyana

Venezuela

U.S. Secretary of State Marco Rubio said Venezuela will face consequences should it attack Guyana or ExxonMobil's energy facilities, Reuters reported on March 27. 

U.S., Guyana, Venezuela: Washington's Support for Guyana To Further Sour Relations With Caracas

India

Economics

On March 24, Trump announced that the United States would impose a 25% secondary tariff on countries buying oil and gas from Venezuela, set to take effect on April 2, the Hindu reported on March 25.

India: Trump's 25% Tariff on Venezuelan Oil Poses Challenges for India

China

Spain

U.S. President Donald Trump announced on social media the imposition of 25% tariffs on all imports from countries that purchase Venezuelan oil and gas, Reuters reported on March 24.

U.S., Venezuela: 'Secondary' Tariffs Escalate Washington's Sanctions Policy

Sri Lanka

Sri Lanka's President Anura Kumara Dissanayake announced that Indian Prime Minister Narendra Modi will visit Sri Lanka on April 5, the Economic Times reported on March 22. 

India, Sri Lanka: Modi To Visit Sri Lanka on April 5

The U.S. Treasury Department's Office of Foreign Assets Control sanctioned Shandong Shouguang Luqing Petrochemical Co., Ltd. (Luqing Petrochemical), a small Chinese "teapot" oil refinery in Shandong that operates independently of the Chinese state, and its CEO over buying and refining "hundreds of millions of dollars" worth of Iranian oil, OFAC said in a March 20 press release. 

China: U.S. Sanctions Chinese 'Teapot' Oil Refiner Over Iran for First Time

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant energy analyses.

Below are our latest and most relevant energy analyses.

Sub-Saharan Africa

Americas

Asia-Pacific

Europe

Eurasia

Middle East and North Africa

South Asia

The Libyan Civil War

The Fight Against the Islamic State

The Politics of Pipelines

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Nigeria: Obstacles to Prosperity

The Battle for Mosul

A Crude Recovery

Broken Contracts in the Middle East

Russia's Internal Struggle

East African Integration

Assessments

Cyber

Environment, Science & Technology

Israel-Hamas Conflict

Russia-Ukraine Conflict

Social Issues

Intensifying trade wars, a potential ceasefire in Ukraine, continued volatility in the Middle East and consequential elections in key countries will shape the quarter.

2025 Second-Quarter Forecast: An Excerpt

Global Elections

U.S.-China Relations

Snapshots

Bolivia

Morales supporters march against the Arce government and denounce the economic crisis Jan. 13 in La Paz, Bolivia. The crisis will fuel political instability ahead of the country's August presidential election amid shortages of dollars and fuel.

The crisis will fuel political instability ahead of the country's August presidential election amid shortages of dollars and fuel.

Bolivia's Socioeconomic Crisis Will Spiral Ahead of Its Presidential Election

Italy

Gilberto Pichetto Fratin, Italy's Minister of the Environment and Energy Security, discusses a new draft law on nuclear energy with the press at Palazzo Chigi on Feb. 28, 2025, in Rome, Italy. 

Reintroducing nuclear power could enhance Italy's energy security, industrial competitiveness and economic growth, but major political and technical hurdles make a nuclear comeback unlikely in the next decade.

The Challenges Facing Italy's Nuclear Comeback

Saudi Arabia

Participants attend the annual Future Investment Initiative (FII) conference in Riyadh, Saudi Arabia, on Oct. 29, 2024. 

The kingdom is increasingly likely to continue to scale back less viable megaprojects while focusing on successful reforms.

As the Finish Line Approaches, Saudi Arabia Dials Back Its Vision 2030 Ambitions

South Sudan

Sudan

Uganda

South Sudan's President Salva Kiir (right) waves as he arrives in Nairobi, Kenya, on May 9, 2024, for the launch of new peace talks with rebel groups.

Rising political tensions risk collapsing the peace deal that ended the country's last civil war, while escalating clashes in the north risk drawing in involvement from Sudan's warring parties.

South Sudan Hurtles Toward Another Civil War

South Africa

South African President Cyril Ramaphosa arrives at a briefing at his African National Congress (ANC) party's headquarters in Johannesburg on May 13, 2024.

South Africa will struggle to meet Trump's demands for major foreign and domestic policy changes, which will risk exposing the country to disruptive U.S. economic retaliation, including entity-based sanctions.

Trump Turns Up the Heat on South Africa

Israel

Oman

United Arab Emirates

Yemen

A rally on Jan. 24 in Sanaa, the Houthi-controlled capital of Yemen. Should the United States attack Iranian ships and advisers supporting the Houthi rebel group, Houthi and Iranian retaliation would become likelier to extend beyond U.S. and Israeli targets to include regional oil and gas installations.

Should the United States also attack Iranian ships and advisers supporting the Yemeni rebel group, Houthi and Iranian retaliation would become likelier to extend beyond U.S. and Israeli targets to include regional oil and gas installations. 

U.S. Strikes on Houthis Risk Embroiling Iran and the Regional Energy Industry

A billboard showing Iran's Supreme Leader Ali Khamenei is seen in Baghdad, Iraq, on Oct. 7, 2024.

New U.S.-Iran talks are unlikely to make headway, if they begin at all, due to distrust and a mutual unwillingness to compromise, which could see the U.S. or Israel resort to military strikes on Iran's nuclear program.

Despite Trump's Push for Talks, a New U.S.-Iran Nuclear Deal Remains Unlikely

The Peace Monument sculpture is seen in front of the PDVSA headquarters in Caracas, Venezuela, on Dec. 2, 2022. 

The return of stricter U.S. sanctions will harm Venezuela's oil and gas industry, undermine its economy and fuel migration, but is unlikely to weaken President Maduro's hold on power in the short to medium term.

What Trump's Policy Shifts Mean for Venezuela

Canada

Mexico

Global Trade

Trump's trade and tariff policies will create new challenges for manufacturers seeking to move their operations closer to the U.S., but broader global dynamics will likely prevent a reversal in nearshoring trends. 

The Geopolitics of Trade: Rising Threats to Nearshoring in the Americas

Algeria

Morocco

France

France's President Emmanuel Macron (L) meets with Algeria's President Abdelmadjid Tebboune (R) at the Borgo Egnazia resort on the sidelines of the G7 summit in Savelletri, Italy, on June 13, 2024. 

A migration dispute between France and Algeria will likely lead to sanctions, trade restrictions and frozen energy deals amid broader disagreements over Western Sahara.


Divisions Between France and Algeria Deepen Over Migration Dispute

Egypt

Libya

Palestinian Territories

Tunisia

Egyptians protest in front of the Rafah border crossing, rejecting the proposed displacement of Palestinians in Gaza to Egypt and Jordan, on Jan. 31, 2025. 

Pro-Palestinian protests will persist regionwide amid allegations of Israeli ceasefire violations, but Morocco and Egypt will avoid taking action that could jeopardize their access to Israeli weapons and energy.

How Will North African Governments Respond to Ardent Pro-Palestinian Sentiment?

Energy

SITUATION REPORTS

Russia: Arctic LNG 2 Terminal Resumes Flaring

Niger: Government Announces Withdrawal From Regional Joint Force

Iran: Trump Threatens To Place Secondary Tariffs, Bomb Iran Absent a Nuclear Deal

U.S., Guyana, Venezuela: Washington's Support for Guyana To Further Sour Relations With Caracas

India: Trump's 25% Tariff on Venezuelan Oil Poses Challenges for India

U.S., Venezuela: 'Secondary' Tariffs Escalate Washington's Sanctions Policy

India, Sri Lanka: Modi To Visit Sri Lanka on April 5

China: U.S. Sanctions Chinese 'Teapot' Oil Refiner Over Iran for First Time

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