Chile

Energy

Military & Security

Politics

Heavily armed gunmen attacked the construction site of a Chinese-owned hydroelectric plant in Chile's central southern province of Biobio, setting fire to 48 trucks and three other pieces of heavy earth-moving equipment, Radio Bio-Bio reported on April 20.

Chile: Mapuche Militancy Will Continue To Pose Latent Security Risks Following Large Arson Attack

United States

India

Economics

Environment, Science & Technology

U.S. Vice President JD Vance began a four-day visit to India on April 21 and is scheduled talk with Prime Minister Narendra Modi, Reuters reported the same day. 

India: U.S. Vice President Vance Arrives in India

Iran

U.S. and Iranian officials made positive remarks following their second round of indirect nuclear talks, and technical talks will occur on April 23, followed by high-level talks on April 26, Reuters reported on April 19. 

Iran, U.S.: Nuclear Talks Appear Positive Despite Mixed Messaging on Enrichment

U.S.-Iran Relations

U.S. Interior Secretary Doug Burgum ordered Equinor to halt the construction of its $3 billion, 810-megawatt Empire Wind 1 project off the coast of New York, which had already begun construction, AP reported on April 16.

U.S.: Interior Secretary Issues Stop-Work Order Against New York Offshore Project

Nigeria

Nigerian troops from Operation Safe Haven on April 11 arrested two suspected Islamic State West African Province operatives in Plateau state under ISWAP directives to establish terrorist cells in Plateau and Bauchi states, Punch News reported on April 13.

Nigeria: Security Forces Uncover ISWAP Plot To Establish Cells in Bauchi and Plateau States

Israel

Saudi Arabia

U.S. Energy Secretary Chris Wright said the United States and Saudi Arabia were on a "pathway" toward a nuclear energy cooperation agreement to develop a Saudi civilian nuclear program, and he opened the door to allowing Saudi uranium enrichment, Reuters reported on April 13. 

U.S., Saudi Arabia: Governments on 'Pathway' to Nuclear Energy Cooperation

Trinidad and Tobago

Venezuela

United Kingdom

The United States revoked two licenses for British oil companies Shell and BP to operate offshore natural gas projects with Trinidad's state-owned Natural Gas Co. in Venezuela, LatinNews reported on April 10.

U.S.: Washington Revokes Oil Licenses for Joint Trinidad and Tobago-U.K. Projects in Venezuela

Netherlands

Dutch climate activist shareholder group Follow This announced that it was suspending its nine-year campaign to file climate resolutions forcing oil and gas companies to cut emissions due to a lack of investor support, Reuters reported on April 9.

Netherlands: Climate Activist Follow This Suspends Campaign Against Oil Companies

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

_Energy

Nigeria: Obstacles to Prosperity

The Battle for Mosul

A Crude Recovery

Broken Contracts in the Middle East

Russia's Internal Struggle

East African Integration

Snapshots

Kuwait

Kuwaiti traders follow the stock market activity at the Boursa Kuwait stock exchange building in Kuwait City on April 7, 2025. 

The law will enable external borrowing to finance the country's deficits and Vision 2035 investments, but Kuwait's growing reliance on debt markets to increase capital expenditure could eventually prove problematic. 

After Eight Years of Gridlock, Kuwait Finally Passes a New Debt Law

Assessments

Global Trade

Rising tensions between the U.S., Israel and Iran are increasing the risk of direct strikes on Iranian territory and potential retaliation in the Strait of Hormuz, threatening to disrupt global oil flows and destabilize energy markets.

The Geopolitics of Trade: Security Threats in the Strait of Hormuz and Likely Strategies

Cyber

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

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

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

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

China

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

Energy

SITUATION REPORTS

Chile: Mapuche Militancy Will Continue To Pose Latent Security Risks Following Large Arson Attack

India: U.S. Vice President Vance Arrives in India

Iran, U.S.: Nuclear Talks Appear Positive Despite Mixed Messaging on Enrichment

U.S.: Interior Secretary Issues Stop-Work Order Against New York Offshore Project

Nigeria: Security Forces Uncover ISWAP Plot To Establish Cells in Bauchi and Plateau States

U.S., Saudi Arabia: Governments on 'Pathway' to Nuclear Energy Cooperation

U.S.: Washington Revokes Oil Licenses for Joint Trinidad and Tobago-U.K. Projects in Venezuela

Netherlands: Climate Activist Follow This Suspends Campaign Against Oil Companies

Forecasts

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