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In March 2026, the Office of the US Trade Representative (USTR) announced it was investigating "structural excess capacity and production in manufacturing sectors" in 16 economies.
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But a massive surge in electricity demand in recent years—now colliding...
Energy has long been intimately tied to global geopolitics, power and foreign policies. The rapid pace of change in the energy sector is creating new sources of uncertainty and risk that require careful study and understanding.
The UNFCCC process is marred by gridlock in the COP multilateral framework, threatening joint efforts by countries to mitigate the climate crisis.
The White House declared last week that President Trump finally "broke OPEC" after the United Arab Emirates withdrew from the cartel.
The US blockade of tankers serving Iran's oil exports is intended to cut Iranian oil exports to near-zero.
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
When U.S. President Donald Trump announced that the United States was at war with Iran, he called on the country’s people to rise in revolt. “When we are finished, take over your government,” Trump said on February 28.
The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty.
The US-Israeli war against Iran highlights the Gulf’s dual role as the backbone of global energy supply and a major source of systemic risk.
Almost 90 percent of the LNG that transited the Strait of Hormuz in 2025 was destined for Asian countries.
Within days of the initial U.S. and Israeli attack on Iran on February 28, 2026, the world was plunged into an energy crisis.
