Topic
Energy Policy
News & analysis tagged Energy Policy — diplomacy, politics, and global affairs coverage from Model Diplomat.
76 Stories
Trans-Saharan Gas Pipeline: Europe's Southern
Algeria launches Trans-Saharan Gas Pipeline in June 2026 to replace Russian gas, but Niger's jihadist threat endangers the 30 bcm/year project.
2026-07-17
India's Refineries Become World's Fuel Swing
India exported 1.4 million bpd of refined products in July 2026, leveraging Jamnagar's high-complexity refineries to become a swing producer amid the Hormuz crisis, but export duties and thin strategic reserves constrain the role.
2026-07-17
Dangote's Dollar Pricing Exposes Nigeria's Cr
Dangote Refinery switched fuel pricing from naira to dollars on July 13, 2026, exposing a structural crude supply gap that undermines Nigeria's naira-for-crude framework and threatens currency stability.
2026-07-17
Dangote Dollar Pivot Breaks Nigeria's Naira-C
Dangote refinery ends naira pricing for fuel, exposing Nigeria's crude supply gap. The shift breaks Tinubu's currency stability policy and threatens inflation as NNPC fails to deliver enough domestic crude.
2026-07-17
BarMar Hydrogen Pipeline Enters FEED Phase
BarMar pipeline enters FEED with €28.3M EU funding; Germany joins political table. Demand risk remains as green hydrogen costs must fall.
2026-07-17
Why Figuera, not Machado
Why the US backs Figuera over Machado in Venezuela's transition, how oil revenue shapes incentives, and what the August 1 working group means for elections.
2026-07-16
New York's Data Center Freeze Is a Ratepayer
New York Governor Kathy Hochul signs executive order freezing hyperscale data center permits for one year, driven by rising electricity costs and ratepayer concerns, not AI safety.
2026-07-16
Iran War Rewrote the Economics of US Gas
The US-Iran war closed the Strait of Hormuz, creating a $3-to-$20 LNG price arbitrage that drove record US export approvals and locked in a decade of capacity expansion.
2026-07-16
Iran War Made US the Indispensable Gas Suppli
Iran war and Hormuz closure triggered record U.S. LNG export approvals, cementing American gas dominance through 2030 as buyers seek alternatives.
2026-07-16
Africa's Green Century Runs on Borrowed Time
Africa holds 30% of critical minerals and 60% of solar resources but gets 2% of clean-energy investment. High borrowing costs, missing transmission grids, and informal labor markets block the green transition.
2026-07-16
Greece's Vertical Gas Corridor Books 45%
Greece's Vertical Gas Corridor books 45% capacity after tariff cuts, becoming fourth-cheapest route into Ukraine. U.S. LNG flows through Greek terminals to replace Russian gas before EU 2027 ban.
2026-07-10
World Bank's $875M bet on Côte d'Ivoire
The World Bank commits $875M to Côte d'Ivoire, part of a $16.3B pledge to counter Sahelian instability and support energy transition.
2026-07-09
World Bank Invests $16.3B in Côte d'Ivoire
The World Bank signs $875 million in agreements with Côte d'Ivoire, part of a $16.3 billion commitment to stabilize West Africa amid regional instability.
2026-07-09
The Donroe Doctrine: Trump’s Latin America
The Donroe Doctrine redefines U.S. policy in Latin America, emphasizing military control and fiscal oversight, with Venezuela as a key example.
2026-07-09
Saskatchewan Backs Northern Shield Pipeline
Saskatchewan supports the Northern Shield Energy Corridor, a 3,300-km pipeline aimed at reducing reliance on US energy imports amid geopolitical shifts.
2026-07-09
Russia's African Push: Sahel and Ethiopia
Lavrov's July 2026 Africa tour establishes Russia's influence through Sahel pacts and a nuclear deal with Ethiopia, reshaping regional stability.
2026-07-09
Repsol's Horcón Deal: US Oil Colony
Repsol's July 2026 deal with PDVSA marks the first US-controlled oil operation in Venezuela, reshaping energy dynamics.
2026-07-09
OPEC Loses Market Share in Gulf Oil Race
The UAE's exit from OPEC sparks a price war among Gulf states, undermining the cartel's influence and market stability.
2026-07-09
OPEC+ July 5 Deal: A Saudi Loyalty Test
OPEC+ announces a 188,000 b/d production increase, a move to maintain cohesion after UAE's exit and reassure global markets amid conflict.
2026-07-09
Oil Rises After US Strikes on Iran
US strikes on Iran lead to a rise in oil prices, with Brent hitting $78.80 as markets assess the implications for global oil supply and stability.
2026-07-09
OFAC Revokes Iran Oil Waiver Amid Tensions
The US Treasury revokes Iran's oil waiver, ending a 20-day reprieve and escalating tensions in the Strait of Hormuz, affecting global oil prices.
2026-07-09
Nigeria's Oil Windfall Fuels Hunger Crisis
IMF warns Nigeria's oil price surge is pushing millions into poverty and hunger, despite a growth forecast of 4.1%.
2026-07-09
Iran Oil Shock Reshapes COP31 Agenda
The Iran oil shock is reshaping COP31's agenda, prioritizing energy security and electrification over fossil fuel phase-out commitments.
2026-07-09
Hormuz Shipping Halts as Iran Cements Grip
Traffic through the Strait of Hormuz nearly stopped after U.S.-Iran strikes, highlighting Iran's control over a key maritime chokepoint for global oil.
2026-07-09