United States

Libya

Energy

Military & Security

Politics

The United States may begin deporting migrants to Libya the week of May 5, soon after an April 29 meeting between U.S. officials and Saddam Hifter, a powerful son of Libyan National Army commander and eastern Government of National Stability supporter Khalifa Hifter, Reuters reported on May 6.

Libya, U.S.: Washington May Soon Begin Sending Migrants to Libya 

Canada

In a high-profile address, the premier of Canada's Conservative-supporting, oil- and gas-producing Alberta province, Danielle Smith, laid bare tensions with the central Liberal government in Ottawa, The Wall Street Journal reported on May 5. 

Canada: Alberta Pressures Ottawa on Green Initiatives, Threatens Referendum on Secession

Equatorial Guinea

Nigeria

Republic of the Congo

Venezuela

Algeria

Iran

Iraq

Kuwait

Saudi Arabia

United Arab Emirates

Economics

OPEC+ announced on May 3 that it will raise its collective oil production cap by 411,000 barrels per day in June, an increase from the original production increase of roughly 138,000 barrels per day to which the bloc previously agreed.

Global: OPEC's Production Increase Provides Some Tariff Respite

Japan

Vietnam

Environment, Science & Technology

Japanese Prime Minister Shigeru Ishiba and Vietnamese Prime Minister Pham Minh Chinh met in Hanoi, Vietnam, to reaffirm the two countries' comprehensive strategic partnership, Nikkei Asia reported on April 28.

Japan, Vietnam: Ishiba Visit Deepens Semiconductor, Clean Energy and Defense Ties

Angola

Angolan Finance Minister Vera Daves de Sousa said the Angolan government held talks with the International Monetary Fund to "explore" financing options following a slump in global oil prices in early April, Bloomberg reported on April 28. 

Angola: Government Holds Talks With IMF Regarding Support Package Following Oil Price Drop

Chile

Heavily armed gunmen attacked the construction site of a Chinese-owned hydroelectric plant in Chile's central southern province of Biobio, setting fire to 48 trucks and three other pieces of heavy earth-moving equipment, Radio Bio-Bio reported on April 20.

Chile: Mapuche Militancy Will Continue To Pose Latent Security Risks Following Large Arson Attack

India

U.S. Vice President JD Vance began a four-day visit to India on April 21 and is scheduled talk with Prime Minister Narendra Modi, Reuters reported the same day. 

India: U.S. Vice President Vance Arrives in India

U.S. and Iranian officials made positive remarks following their second round of indirect nuclear talks, and technical talks will occur on April 23, followed by high-level talks on April 26, Reuters reported on April 19. 

Iran, U.S.: Nuclear Talks Appear Positive Despite Mixed Messaging on Enrichment

U.S.-Iran Relations

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

Kazakhstan

The OPEC logo is seen outside the bloc's headquarters in Vienna, Austria, on Oct. 4, 2022.

The production boost will further decrease oil prices, which will provide some financial relief for oil-consuming countries affected by U.S. tariffs, while further straining the budgets of poorer oil producers like Iraq. 

The Mixed Economic Impact of OPEC's Production Increase

Australia

After winning the general election, Australia's Prime Minister Anthony Albanese waves as he arrives onstage at the Labor Party election night event in Sydney on May 3, 2025. 

The Labor Party's sweeping victory in Australia will strengthen Prime Minister Anthony Albanese's ability to increase public spending and bolster ties with foreign partners.

Albanese Returns Stronger Than Ever Following Australia's General Election

A woman walks by anti-U.S. murals on the walls of the former U.S. embassy in downtown Tehran, Iran, on April 11, 2025. 

The U.S. will likely have to allow some Iranian uranium enrichment to ink a nuclear deal, likely resulting in Saudi Arabia seeking similar provisions for its own civilian nuclear program.

With Iran and Saudi Arabia, the U.S. Faces a Uranium Enrichment Dilemma

Snapshots

Kuwaiti traders follow the stock market activity at the Boursa Kuwait stock exchange building in Kuwait City on April 7, 2025. 

The law will enable external borrowing to finance the country's deficits and Vision 2035 investments, but Kuwait's growing reliance on debt markets to increase capital expenditure could eventually prove problematic. 

After Eight Years of Gridlock, Kuwait Finally Passes a New Debt Law

Israel

Global Trade

Rising tensions between the U.S., Israel and Iran are increasing the risk of direct strikes on Iranian territory and potential retaliation in the Strait of Hormuz, threatening to disrupt global oil flows and destabilize energy markets.

The Geopolitics of Trade: Security Threats in the Strait of Hormuz and Likely Strategies

Cyber

Israel-Hamas Conflict

Russia-Ukraine Conflict

Social Issues

Intensifying trade wars, a potential ceasefire in Ukraine, continued volatility in the Middle East and consequential elections in key countries will shape the quarter.

2025 Second-Quarter Forecast: An Excerpt

Global Elections

U.S.-China Relations

Bolivia

Morales supporters march against the Arce government and denounce the economic crisis Jan. 13 in La Paz, Bolivia. The crisis will fuel political instability ahead of the country's August presidential election amid shortages of dollars and fuel.

The crisis will fuel political instability ahead of the country's August presidential election amid shortages of dollars and fuel.

Bolivia's Socioeconomic Crisis Will Spiral Ahead of Its Presidential Election

Italy

Gilberto Pichetto Fratin, Italy's Minister of the Environment and Energy Security, discusses a new draft law on nuclear energy with the press at Palazzo Chigi on Feb. 28, 2025, in Rome, Italy. 

Reintroducing nuclear power could enhance Italy's energy security, industrial competitiveness and economic growth, but major political and technical hurdles make a nuclear comeback unlikely in the next decade.

The Challenges Facing Italy's Nuclear Comeback

Participants attend the annual Future Investment Initiative (FII) conference in Riyadh, Saudi Arabia, on Oct. 29, 2024. 

The kingdom is increasingly likely to continue to scale back less viable megaprojects while focusing on successful reforms.

As the Finish Line Approaches, Saudi Arabia Dials Back Its Vision 2030 Ambitions

South Sudan

Sudan

Uganda

South Sudan's President Salva Kiir (right) waves as he arrives in Nairobi, Kenya, on May 9, 2024, for the launch of new peace talks with rebel groups.

Rising political tensions risk collapsing the peace deal that ended the country's last civil war, while escalating clashes in the north risk drawing in involvement from Sudan's warring parties.

South Sudan Hurtles Toward Another Civil War

South Africa

South African President Cyril Ramaphosa arrives at a briefing at his African National Congress (ANC) party's headquarters in Johannesburg on May 13, 2024.

South Africa will struggle to meet Trump's demands for major foreign and domestic policy changes, which will risk exposing the country to disruptive U.S. economic retaliation, including entity-based sanctions.

Trump Turns Up the Heat on South Africa

Oman

Yemen

A rally on Jan. 24 in Sanaa, the Houthi-controlled capital of Yemen. Should the United States attack Iranian ships and advisers supporting the Houthi rebel group, Houthi and Iranian retaliation would become likelier to extend beyond U.S. and Israeli targets to include regional oil and gas installations.

Should the United States also attack Iranian ships and advisers supporting the Yemeni rebel group, Houthi and Iranian retaliation would become likelier to extend beyond U.S. and Israeli targets to include regional oil and gas installations. 

U.S. Strikes on Houthis Risk Embroiling Iran and the Regional Energy Industry

Energy

SITUATION REPORTS

Libya, U.S.: Washington May Soon Begin Sending Migrants to Libya

Canada: Alberta Pressures Ottawa on Green Initiatives, Threatens Referendum on Secession

Global: OPEC's Production Increase Provides Some Tariff Respite

Japan, Vietnam: Ishiba Visit Deepens Semiconductor, Clean Energy and Defense Ties

Angola: Government Holds Talks With IMF Regarding Support Package Following Oil Price Drop

Chile: Mapuche Militancy Will Continue To Pose Latent Security Risks Following Large Arson Attack

India: U.S. Vice President Vance Arrives in India

Iran, U.S.: Nuclear Talks Appear Positive Despite Mixed Messaging on Enrichment

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