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In our latest Risk Research report, Mideast Gulf War: Ceasefire Under Strain as Pressure to Find a Deal Mounts, we examine three potential conflict trajectories โ Download the full report to learn more: ๐ bit.ly/4xmdXMx
As the US and Iran appear to edge toward an interim deal, Iranโs #oil sector continues to contend with the combined effects of the US blockade, #sanctions enforcement and elevated maritime controls in the #StraitofHormuz. ๐ bit.ly/4xmdXMx
The #oil market's surprising resiliency to more than three months of unprecedented supply losses from the Middle East has pushed off until the fall the more disastrous impacts initially expected in June. ๐ bit.ly/4ehEZfv
With the Gulf "ceasefire" looking tenuous, could recent renewed threats to Red Sea shipping from Yemenโs Houthis see conflict expanding to a new front?
Read the full article: ๐ bit.ly/4v6okTh
President Trump announced he has canceled planned military strikes against Iran following discussions over a potential ๐ฒ๐ฌ-๐ฑ๐ฎ๐ ๐ฐ๐ฒ๐ฎ๐๐ฒ๐ณ๐ถ๐ฟ๐ฒ ๐ฒ๐ ๐๐ฒ๐ป๐๐ถ๐ผ๐ป and the reopening of the #StraitofHormuz.
โก๏ธ Read the full article: ๐ bit.ly/3QkucsX
While EV sales surpassed 10% of all Indian vehicle sales for the first time in May, certain market segments have much higher penetrations. ๐ bit.ly/4uxKdKa
Pakistanโs energy transition is evolving beyond solar. Surging battery imports, falling storage costs and energy security concerns are accelerating the move toward decentralized power systems: bit.ly/4aBFyzt
Kuwait is advancing its Peregrine #crudeoil pipeline lease-and-leaseback project, with final bids due within the coming weeks. According to KPC CEO Sheikh Nawaf Al-Sabah, the project is expected to be the largest international investment in Kuwait... ๐ bit.ly/4g7KuQk
Europe has so far avoided replicating the panic seen during the energy crisis sparked by the Russian invasion of Ukraine in 2022 due to limited exposure to disrupted supplies, more flexible storage refill goals and lower overall #naturalgas demand. ๐ bit.ly/4xiOXWB
Interviewed by Energy Intelligence, Kraken CEO Amir Orad argued that flexibility may be one of the defining features of future #energy systems โthatโs why his utility tech platform focuses on smarter use of existing infrastructure: ๐ bit.ly/4utfvSj
BP is formalizing its upstream-downstream restructuring from Jul. 1, replacing its current three-segment structure with two main business units. The move reflects Meg OโNeillโs pledge to deliver a โsimpler, stronger, more valuable BPโ ๐ bit.ly/4xiOXWB
Moscow bans jet exports to avoid refueling crisis this summer. Shortages caused by Ukrainian drone strikes on Russiaโs refineries have impacted production and forced Moscow to import jet fuel from Belarus: ๐ bit.ly/4uYPqvr
Eni and Petronas have formally established their new 50-50, #gas-weighted #upstream joint venture (JV) โ Searah โ combining 19 assets spanning Indonesia and Malaysia.
๐ Read more to explore the full breakdown of the joint venture: ๐ bit.ly/49K5pFk
Factors including disappointing demand for #CO2 storage and investor pressure for higher returns have seen many IOCs quit, sell down or pause big CCS projects.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ป๐ฎ๐น๐๐๐ถ๐: ๐ bit.ly/3RZt6Dk
Is Atlantic Canada the next frontier for gas production? The provinces of Nova Scotia and Newfoundland and Labrador are reportedly jump-starting development of their untapped #gas reserves: ๐ bit.ly/4e8w5Rh
India has launched a $1.1 billion #jetfuel price stabilization fund to insulate its economy from sky-high fuel prices. The fund will compensate state oil marketing companies for heavy losses from existing price caps:
๐ bit.ly/4ufOTUF
The Energy Intelligence Forum brings together senior leaders and industry practitioners to examine these developments in a practical context, focusing on what they mean for strategy, investment, and operations across the energy value chain. ๐๏ธ bit.ly/3S2bpmv#EIForum2026
๐ญ Macronโs vision of a largely #nuclear-powered burgeoning French AI and data center industry appears to be coming to fruition, as data center developers announced some tens of billions of euros in investments in France over the past week. ๐ bit.ly/4xdojyf
Trump's #war against Iran, while far less costly for the US compared with past military interventions in the region, could mark a turning point.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ป๐ฎ๐น๐๐๐ถ๐: ๐ bit.ly/3QjLyGi
๐ข๏ธ China has managed to weather the ongoing #oilsupply crisis so far, thanks largely to trends taking shape well before tanker traffic through the #StraitofHormuz came to a near-standstill on Feb. 28.
๐ bit.ly/4vAq3A9