Canada

Economics

Energy

Politics

Canadian Prime Minister Mark Carney and Alberta Premier Danielle Smith announced a deal on carbon pricing that sets out a schedule for Alberta to increase its headline carbon price from C$95 ($69) per metric ton to C$140 by 2040.

Canada: Alberta, Ottawa Strike Deal on Carbon Price To Unlock Federal Support for Pacific Pipeline

United Arab Emirates

India

Military & Security

During Indian Prime Minister Narendra Modi's visit to the United Arab Emirates, both sides agreed on a framework for a strategic defense partnership, Reuters reported on May 15.

India: New Delhi Signs Defense and Energy Agreements With UAE

India's state-run fuel retailers raised petrol and diesel prices by 3 rupees ($0.03) per liter, a little over a 3% increase, Bloomberg reported on May 15.

India: New Delhi Increases Retail Fuel Prices for First Time Since Iran War Began

Iran

The UAE government said that construction of the West-East Pipeline, intended to double oil export capacity through Fujairah by 2027, would be fast-tracked, Reuters reported May 15. 

UAE, Iran: UAE Fast-Tracks New Oil Bypass Pipeline

U.S.-Iran Relations

Iraq

Iraqi officials are seeking financial assistance from the International Monetary Fund to offset the economic toll of the Iran war, Reuters reported on May 14.

Iraq: Officials Seek IMF Support To Offset Economic Impact of Iran War

Cuba

United States

The Cuban government announced on May 13 that the country had run out of fuel reserves, El Pais reported the same day.

Cuba, U.S.: Protests Increase in Havana as Cuba Runs Out of Fuel

Russia

Russia's economy ministry revised down its 2026-29 forecasts for oil and gas production, crude exports and economic growth, Reuters reported on May 12.

Russia: Moscow Cuts Oil and Gas Forecasts as War Economy Faces Narrower Fiscal Room

Mali

More than a dozen road transport companies have suspended services to Bamako as insecurity intensifies amid a partial blockade imposed by the al Qaeda Sahel affiliate Jamaat Nusrat al-Islam wal-Muslimin, or JNIM, Jeune Afrique reported on May 12.

Mali: Road Transport Companies Suspend Operations as JNIM Blockade Deepens Supply Disruptions in Bamako

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

Assessments

Qatar

Part of the gas processing facilities of Europe's first helium production pilot plant in Saint-Parize-le-Chatel, France, on Sept. 11, 2024.

Qatar's halt of helium production due to the Iran war risks causing shortages that disrupt key manufacturing industries, particularly in Asia.

How the Iran War is Choking the World's Helium Flow

Algeria

Spain

Italy

A worker stands on the uploading dock of Cavaou LNG terminal in Fos-sur-Mer, France, on June 22, 2023, while the tanker boat "Lalla Fatma N'Soumer" arrives full of LNG ready to be delivered. 

Amid energy supply disruptions in the Middle East, Algeria's ability to capitalize on increased global prices and demand for energy exports will be constrained by limited spare capacity and bureaucratic obstacles.

Structural Constraints Will Limit Algeria's Ability To Capitalize on Tighter Energy Markets

Brazil

The Geopolitics of Natural Resources

If President Lula wins reelection in October, his administration would continue balancing the promotion of green initiatives with the expansion of mining and drilling, while retaining strategic neutrality in the U.S.-China competition.

The Balance Between Environmental and Extractive Policies in Brazil's Presidential Election, Part 1

Kazakhstan

An aerial view shows the Kazakh village of Ulken (foreground), where the country's first nuclear power plant is set to be built, on Sept. 22, 2024.

Kazakhstan will seek to balance its reliance on Russia to build its first nuclear plant by partnering with China on subsequent projects and by leveraging new mining laws to extract downstream technology from foreign partners.

Kazakhstan's Strategy to Control Its Nuclear Future Amid Russian Leverage

China

A Chinese vessel participates in oil exploration.

While China has so far fared well, persistent Strait of Hormuz disruptions would test its oil reserves and drive more defensive policies to secure growth, energy and export competitiveness.

Time Will Test China's Economic Resilience Against Iran War Shocks

Snapshots

Saudi Arabia

The skyline of Dubai is seen on March 11, 2026.

The UAE's exit will enable it to boost production more quickly once shipping through the Strait of Hormuz normalizes, while hindering OPEC's ability to manage the subsequent price drops.

The UAE's Exit From OPEC Further Diminishes the Oil Cartel's Relevance

Japan

South Korea

Vietnam

Employees walk at the construction site of a gas metering station, part of the pipeline link between Bulgaria and Greece near the village of Malko Kadievo, on March 18, 2022. 

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

The Weekly Rundown: No U.S.-Iran Breakthrough, EU Ban on Spot Market Russian LNG

A digital illustration shows the euro currency symbol burning with a blue flame inside a gas stove. 

Brussels' strategy prioritizes temporary relief and coordination over broad market intervention, which will likely result in a fragmented response and sustained price volatility.

EU Outlines Energy Relief and Coordination Measures in Response to Iran-Linked Supply Shock

Egypt

The exterior facade of the new headquarters of Egypt's central bank is seen at the New Administrative Capital megaproject about 45 kilometers east of the current capital, Cairo, on Aug. 1, 2023. 

Egypt will try to avoid submitting to another IMF loan program, which would likely require unpopular austerity and privatization measures. But the escalating economic impact of the Iran war may eventually force its hand.

Iran War Fallout Could Force Egypt to Seek Another Unpopular IMF Bailout

Lebanon

Bulgaria

Romania

Chairman of the Joint Chiefs of Staff Gen. Dan Caine speaks as he displays a map showing the U.S. Navy's blockade of the Strait of Hormuz during a press briefing at the Pentagon on April 16, 2026, in Arlington, Virginia. 

The Weekly Rundown: U.S.-Iran Diplomacy, Political Instability in the Balkans

Satellite imagery shows a broad view of the Strait of Hormuz between southern Iran and Oman's Musandam Peninsula on April 7, 2026.

Pledges to reopen the strait will support U.S.-Iran diplomatic momentum and reduce near-term escalation risks, but shipping activity will recover only gradually amid persistent tensions, with a continued risk of disruption until a durable agreement is reached.

The Operational vs. Diplomatic Impact of the Strait of Hormuz's Nominal Re-Opening

Israel

Afghanistan

Bangladesh

Maldives

Nepal

Pakistan

Sri Lanka

A passenger boat sails past the Indian-flagged oil tanker Kashimasan, which is docked near an offloading terminal at Butcher Island (also known as Jawahar Dweep) off the coast of Mumbai, India, on April 1, 2026.

Energy and fertilizer price shocks from the Iran war will increasingly threaten energy supplies, crop yields and economic growth across the region, pressuring governments' foreign exchange reserves and heightening unrest risks.

In South Asia, Iran War Fallout Risks Worsening Economic and Political Instability

Energy

SITUATION REPORTS

Canada: Alberta, Ottawa Strike Deal on Carbon Price To Unlock Federal Support for Pacific Pipeline

India: New Delhi Signs Defense and Energy Agreements With UAE

India: New Delhi Increases Retail Fuel Prices for First Time Since Iran War Began

UAE, Iran: UAE Fast-Tracks New Oil Bypass Pipeline

Iraq: Officials Seek IMF Support To Offset Economic Impact of Iran War

Cuba, U.S.: Protests Increase in Havana as Cuba Runs Out of Fuel

Russia: Moscow Cuts Oil and Gas Forecasts as War Economy Faces Narrower Fiscal Room

Mali: Road Transport Companies Suspend Operations as JNIM Blockade Deepens Supply Disruptions in Bamako

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