







From fuel caps to four-day work weeks, the Middle East conflict has left the world’s top crude oil importing region desperate to shore up supplies
What comes next with the energy shock?
The disruption to oil supply, oil prices and the world economy has been surprisingly manageable so far

The geopolitical fight to come over green energy
The struggle for sustainable energy will soon put China, the US and Europe on a geopolitical collision course. But moving away from fossil fuels is a Herculean task, and a greener politics will not transcend tragedy.

Truth, Consequences, Climate, and Demand Destruction
"This is how the attack by one petro-state (ours) on another (Iran's) may be turning out to be very bad for petroleum, because the only thing history loves more than a surprise party is irony." The Crisis The biggest news is always the climate news, and sometimes it's so big

A War for Oil: Economist Michael Hudson on U.S. Quest to Control the World's Oil Trade
‘The damage is done’: global oil crisis has changed fossil fuel industry for ever, IEA chief says
Exclusive: International Energy Agency’s Fatih Birol, the world’s leading energy economist, also says UK should largely forgo North Sea expansion


The Fossil Fuel System Is Collapsing – and Taking Civilisation’s Safety Net With It
The Iran war is accelerating an irreversible breakdown of a system on which every hospital, harvest and factory depends - and only a rapid transition to energy superabundance can save us, argues Nafeez Ahmed, Divyesh Desai and Sandrine Dixson-Decleve

Saudi Arabia, UAE urge Trump to maintain pressure on Iran - WSJ
Saudi Arabia and the United Arab Emirates are urging Washington to maintain sanctions and its naval blockade of Iran, complicating efforts to restart peace talks as attacks threaten their oil exports, The Wall Street Journal reported.

U.S., Iran hold separate mediator talks as Mideast oil exports hit war-time high
Iranian and U.S. officials reportedly met separately with mediators Monday to push for a ceasefire, as Middle Eastern crude exports rebounded to war-time high.

Seven Months In, Iran and the US Actually Talked. The Oil Market Believed It.
Seventh piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...

Miscellanea: The War in Iran
This post is a set of my observations on the current war in Iran and my thoughts on the broader strategic implications. I am not, of course, an expert on the region nor do I have access to any spec…

Trump scoffs at Iran’s demand for war reparations and other Mideast developments
U.S. President Donald Trump is scoffing at Iran's demands that the U.S. pay for devastation caused by five months of war.
The New Gulf War: Epic Fubar Goes Global
Why there is much more at stake here than rising prices
The Ceasefire's Gone, the Talks Are Gone, and Nobody Agrees on the Tanker
Fifth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...

The Missile Reached Riyadh. The Oil Market Didn't Blink.
Sixth piece in a series that started with Mokha falling on 09-11. Previous: The Strait Fell, and Riyadh Called Washington → Both Banks, and Now Iran's Own...

Saudi oil pipeline hit in strikes will be mostly out of service for several weeks
The developments further strain Saudi Arabia's effort to get its oil to market while avoiding the Strait of Hormuz, the choke point at the mouth of the Persian Gulf where Iranian attacks have stifled shipping.
