Cyril Widdershoven

The Iran war and Hormuz disruption have turbocharged U.S. LNG exports, giving Washington a major short-term energy dominance boost as Asia and Europe scramble for alternative supply.

Failure of oversight in the financial restructuring could lead to a hastily pieced together deal, which could harm both Venezuela and the U.S.

Kinshasa is pursuing a long-term strategy to move up the value chain, attract higher-quality investment, strengthen bargaining power with China and the West

While decentralized energy is not a replacement for national infrastructure, combining large-scale energy assets with consumer-level storage and flexibility could become the next major pillar of energy security in Europe and beyond.

Iraq's oil sector has been discussed over the last few years primarily through the lens of production figures, OPEC quotas and reserve estimates.

The biggest threat is no longer lost supply, but the need for governments, refiners, and traders to rebuild depleted strategic and commercial oil inventories.

Greece pushed for exemptions on Russian LNG shipping, arguing tougher restrictions would hurt European shipowners more than Russia's energy exports.

Saudi Arabia's East-West Pipeline bypasses Hormuz, but a closure of Bab el-Mandeb leaves Yanbu exports facing severe logistical constraints, with the Suez Canal unable to fully replace the Red Sea route.

The latest attack on Saudi Aramco's Abqaiq facility highlights growing risks to the reliability of Saudi oil exports, even if production remains largely intact.

While the balance sheet remains strong, rising capital spending, geopolitical risks to export routes, and weaker cash generation could eventually force difficult choices.