Geopolitics Archives - Page 2 of 3

Capital flees, energy tightens, and markets brace for prolonged Hormuz disruption: by Oil & Gas 360

March 24, 2026

By Oil & Gas 360 – Global markets are beginning to reflect a more serious scenario: not just higher energy prices, but sustained disruption to supply and capital flows. Foreign investors have pulled roughly $50 billion from Asian equities as rising oil prices and supply uncertainty darken the region’s economic outlook. Energy-importing economies across Asia are particularly exposed, with higher

Capital shifts back to oil as transition stalls: by Oil & Gas 360

March 18, 2026

(By Oil & Gas 360) – The global energy system is being pulled in two directions at once. On one side, major oil companies are scaling back spending on low-carbon projects, marking the first decline in transition-focused investment since 2017. On the other hand, the latest geopolitical shock tied to the Iran conflict is reinforcing how exposed the world remains to

While markets watch war, China plays the long game- oil and gas 360

While markets watch war, China plays the long game: by Oil & Gas 360

March 17, 2026

(By Oil & Gas 360) – While global attention remains fixed on geopolitical tensions and U.S. foreign policy moves, China is steadily strengthening its position across energy and trade, often with far less visibility but growing impact. Recent economic data points to a more resilient Chinese economy than many had expected, even as global markets focus on conflict in the Middle

Global Strategic Petroleum Reserves, Part 3 (Final): Cost, Misuse, and Governance Failures

March 13, 2026

(Oil & Gas 360) By Greg Barnett, MBA SPR as a national balance sheet—and why politicians keep over-promising what it can do. SPR policy is often marketed as “energy security.” In practice it is also financial engineering, governance, and political incentive. This final section frames SPRs as balance-sheet positions, compares burden to macro measures, and highlights governance and political misuse

Oil at the Edge: Markets brace for the largest supply shock in decades: Oil & Gas 360

March 12, 2026

(By Oil & Gas 360) – (Part I) Oil markets are once again confronting a question they have not seriously faced in years: what happens when a major global supply artery is suddenly threatened. Prices have surged toward $100 per barrel after Iran’s new leadership signaled that the Strait of Hormuz could remain closed as tensions in the Middle East

360 Energy Pulse: What mattered this week in energy

March 6, 2026

(By Oil & Gas 360) – This week, energy markets moved from cautious to volatile. Escalating tensions involving Iran pushed oil prices sharply higher, disrupted shipping routes, and sent LNG freight rates surging. At the same time, capital continued flowing into shale and infrastructure assets, reminding investors that even during geopolitical shocks, the long-term energy investment cycle keeps moving. This

360 Energy Pulse: What mattered this week in energy

February 27, 2026

(By Oil & Gas 360) – This week’s energy narrative was one of calibrated markets rather than dramatic shifts. Price forecasts got a lift from inventory dynamics, asset transactions continued, legal risks edged back into the conversation, and policy tensions reverberated across supply expectations. The sector isn’t charging ahead; it’s grading risks and deploying capital selectively. This Week’s 5 Headlines

360 Energy Pulse: What mattered this week in energy

February 20, 2026

(By Oil & Gas 360) – This week, energy markets were pulled in two directions. On one side, geopolitics tightened the narrative around supply risk. On the other hand, capital discipline and balance sheet repair quietly continued underneath the surface. Oil prices found support, but the bigger story wasn’t the price alone. It was positioning by governments, producers, and investors.

Crude reacts to rising tensions

February 20, 2026

(By Oil & Gas 360) – Crude prices are back in motion, with oil posting its first weekly gain of the month before slipping from recent highs as rising U.S.-Iran tensions injected fresh volatility into the market. Early gains reflected concern that escalating friction in the Middle East could threaten supply flows or key transit routes. Even without confirmed disruption,

Citi says geopolitics to support oil near term; peace deals seen lowering prices

February 17, 2026

(BOE Report) – Oil prices could remain supported in the near term as U.S. President Donald Trump ramps up pressure for peace deals involving Russia and Iran, but a resolution later this year may ultimately push crude lower, Citi said on Monday. Brent crude has rallied from around $60 per barrel to near $70 in the past month, partly reflecting

HSBC sees oil price spikes on geopolitics, maintains $65 brent forecast

January 16, 2026

(Investing) – Oil prices could see further upside in 2026 as geopolitical risks continue to drive volatility, HSBC says, though the bank adds that underlying market fundamentals should limit rallies and keep prices anchored in the mid-$60s range. As such, HSBC maintained its Brent crude forecast at $65 a barrel for 2026 and beyond, despite heightened tensions across several major producing regions. The

Why bearish oil bets are suddenly looking fragile

January 15, 2026

(Oil Price) – At the start of the year, sentiment in the oil market was overwhelmingly and deeply bearish. Most forecasts pointed to a glut, and a sizable one at that. Then the U.S. struck Venezuela, took its acting president to stand trial in the U.S., and threatened Iran, Mexico, and Colombia that they were next. Protests broke out in Iran.

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