United States

Energy

Environment, Science & Technology

Politics

The U.S. Environmental Protection Agency on April 25 finalized a set of four ambitious final rules aiming to significantly slash emissions in the power sector, as well as reduce wastewater pollutants and other environmental concerns in the power sector. 

U.S.: EPA Finalizes Rule To Cut Most Emissions From Coal, Gas Power Plants

Benin

Niger

China

Economics

Nigerien oil arrived at the Beninese oil terminal of Seme using the Niger-Benin pipeline on April 21, Africanews reported on April 24.

Niger, Benin: Oil Pipeline Begins Operations

Australia

At their Annual General Meeting, 58% of Woodside Energy's shareholders rejected the Australian gas producer's climate plan in a non-binding vote, though activist investors failed to oust the company's chair, Reuters reported on April 24.

Australia: Woodside Energy's Shareholders Reject Climate Action Plan

Zambia

Zambia's state-owned electricity utility ZESCO said the country will face a 700-megawatt deficit in power generation in 2024 amid Zambia's worst drought on record, Reuters reported on April 22.

Zambia: Government Looks To Ramp Up Power Imports Amid Drought-Induced Power Deficit 

Namibia

Portuguese energy corporation Galp Energia launched its farm-out sale of half of its 80% stake in the Namibian oil block in the Orange Basin holding the Mopane oil and gas discovery, which the company estimates holds at least 10 billion barrels of oil and gas equivalent, Reuters reported on April 22.

Namibia: Galp Energia Launches Farm-Out of Namibia’s Massive Mopane Oil and Gas Discovery

China's Minister for Water Resources Li Guoying noted in a visit to southwestern Yunnan province that "we must get ready for a worst case scenario" amid the province's ongoing drought, and he urged local authorities to meet water needs for households and agriculture, the South China Morning Post reported on April 19.

China: Seasonal Floods, Droughts To Fuel Infrastructure, Energy Buildout

Mali

Mauritania

Senegal

Military & Security

Senegalese President Bassirou Diomaye Faye met with Mauritanian President Mohamed Ould Ghazouani in his first state visit since being inaugurated on April 2, Radio France Internationale reported on April 19.

Senegal: Faye Conducts First Visit to Mauritania, Discusses Energy Projects

South Korea

The U.S. Biden administration will likely grant a request by South Korea's photovoltaic cell manufacturer Qcells to reverse a two-year-old exemption from new tariffs on bifacial solar panel imports, Reuters reported on April 17.

U.S.: Washington To Restore Tariffs on Bifacial Solar Panels

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

Iran

Pakistan

A welcoming billboard displaying an image of Iranian President Ebrahim Raisi (left) and Pakistani Prime Minister Shehbaz Sharif is seen along a street in Karachi, Pakistan, on April 22, 2024. 

Pakistan and Iran's embattled pipeline project, which has faced delays amid funding issues and U.S. sanction concerns, could impede recent efforts to boost bilateral cooperation.

For Pakistan and Iran, a Delayed Pipeline Could Undermine Improved Relations

Russia

Guests attend a naming ceremony for the Valentin Pikul black class tanker of Russia's Rosneft oil company on Sept. 11, 2023, in Bolshoi Kamen, outside of Vladivostok, Russia. 

Russia-Ukraine Conflict

Russia's current economic challenges are unlikely to prompt Moscow to de-escalate in Ukraine this year or next, though a drop in oil revenues may eventually combine with other factors to change its calculations in the long term.

Reassessing Russia's Ability To Finance Its War in Ukraine

Glass-like molecules float against a green and purple background.

The European Union's gradual adoption of green hydrogen will bolster its energy security and create new global energy relations.

Europe's Green Hydrogen Future, Part 2: Charting the Path

Media

Forecast Webcast

Cyber

Israel-Hamas Conflict

Social Issues

Join our analysts for this webcast recording exploring key topics identified in RANE's 2024 Second-Quarter Geopolitical Forecast.

2024 Second-Quarter Geopolitical Forecast Webcast

U.S.-China Relations

U.S.-Iran Relations

A glass-like hydrogen molecule is superimposed over a green background.

Despite green hydrogen's promising applications in hard-to-abate sectors and potential to reduce emissions, funding and logistics issues are challenging its adoption in the European Union.

Europe's Green Hydrogen Future, Part 1: Hopes and Constraints

Snapshots

Argentina

The Argentine state-owned oil and gas company YPF’s refinery in Berisso, Buenos Aires, is seen on Oct. 18, 2022.

Political and economic challenges will impede the Milei government's plans to unleash the country's Vaca Muerta shale formation by deregulating the oil and gas sectors, at least in the short term.

Gauging the Outlook for Energy Reforms in Argentina

Podcasts

How different would a second term under European Commission President Ursula von der Leyen look?

Essential Geopolitics: Ursula von der Leyen's Bid for a Second Presidential Term in Brussels

European Commission President Ursula von der Leyen speaks during a plenary session at the European Parliament in Strasbourg, eastern France, on Feb. 6, 2024. 

The plan will help promote investment in green technologies and support local manufacturing, but it will likely fail to significantly boost the bloc’s industrial competitiveness vis-a-vis the U.S. and China.

What To Make of the EU's New Green Industrial Strategy

Philippines

Philippine President Ferdinand Marcos Jr. delivers a speech during a political rally in Manila on Jan. 28, 2024. 

Duterte's growing political dispute with his successor could reignite secessionist sentiment on the Mindanao island and derail efforts to attract investment and maintain close U.S. ties.

Tensions Flare Between the Philippines' Current and Former Presidents

Taiwan

A supporter of the main opposition Kuomintang (KMT) waves Taiwan's national flag during a campaign rally at the Sanhe Market in Kaohsiung, Taiwan, on Jan. 10, 2024.

Taiwan's latest elections yielded a divided parliament that will impede military readiness and economic reform, while the country's growing diplomatic isolation will keep it reliant on outside powers for security and development.

Taiwan's Hung Legislature Portends More Policy Gridlock and External Dependencies

Join our analysts for this webcast recording exploring key topics identified in RANE's 2024 Annual Geopolitical Forecast.

2024 Annual Geopolitical Forecast Webcast

A man walks past a COP28 sign at the venue of the U.N. climate summit in Dubai on Nov. 30, 2023. 

The agreement is a significant rhetorical milestone, but its lack of specifics and weak language on climate finance will likely limit its overall impact.

Energy

SITUATION REPORTS

U.S.: EPA Finalizes Rule To Cut Most Emissions From Coal, Gas Power Plants

Niger, Benin: Oil Pipeline Begins Operations

Australia: Woodside Energy's Shareholders Reject Climate Action Plan

Zambia: Government Looks To Ramp Up Power Imports Amid Drought-Induced Power Deficit

Namibia: Galp Energia Launches Farm-Out of Namibia’s Massive Mopane Oil and Gas Discovery

China: Seasonal Floods, Droughts To Fuel Infrastructure, Energy Buildout

Senegal: Faye Conducts First Visit to Mauritania, Discusses Energy Projects

U.S.: Washington To Restore Tariffs on Bifacial Solar Panels

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