Topic
Energy Security
News & analysis tagged Energy Security — diplomacy, politics, and global affairs coverage from Model Diplomat.
61 Stories
IEA Warns Critical Mineral Supply Crisis Deep
IEA's 2026 report finds that export controls and price volatility are deterring private investment, deepening China's refining dominance and threatening $6.5 trillion in downstream production.
2026-07-21
Strait of Hormuz War Escalates to Water War
The US-Iran war has crossed the infrastructure threshold: nine nights of bombing expanded to Tabriz, and Iran is hitting the desalination plants that keep the Gulf alive.
2026-07-20
Iran's $6 Billion Oil Windfall During US Truc
Iran shipped 70 million barrels of crude worth $6 billion to China during a 30-day US sanctions pause, blunting the renewed naval blockade's economic impact for months.
2026-07-20
Iran's $6 Billion Oil Surge During US Truce
Iran exported 70 million barrels of oil worth up to $6 billion during a brief US truce, exceeding its own revenue forecasts and exposing a structural flaw in the blockade strategy.
2026-07-20
An unwinnable standoff at Hormuz
Five months into the U.S.-Iran war: neither side is winning, but every pipeline and producer that bypasses Hormuz is the real winner.
2026-07-20
Iran Ceasefire Collapse: A Succession Crisis
The US-Iran ceasefire collapsed not over the Strait of Hormuz, but because Supreme Leader Mojtaba Khamenei has been invisible since February, ceding power to IRGC hardliners who profit from war.
2026-07-19
India-Australia uranium deal unlocks nuclear
Australia and India finalise the administrative arrangement for uranium exports, completing a strategic arch of fuel security, private-sector reform, and Indo-Pacific alignment that enables India's 100 GW nuclear ambition.
2026-07-17
US Reinstates Iran Blockade, Splits Hormuz
The US reinstated its naval blockade of Iran on July 14, ending a 26-day ceasefire and splitting the Strait of Hormuz into competing toll-controlled corridors, with a 60-day war-powers clock now ticking toward Congress.
2026-07-16
Oil's safety net is gone as Iran war restarts
The IMF says the world burned through half its oil reserves to absorb the first Iran shock, and now the Strait of Hormuz is closing again with no buffer left.
2026-07-16
Oil Rises as U.S. Reimposes Iran Blockade
The U.S. reimposes a naval blockade on Iran as the June ceasefire collapses, with war-risk insurance keeping the Strait of Hormuz economically closed and Asia burning through strategic reserves.
2026-07-16
Koretsky Named Ukraine PM as Zelensky Ousts
Zelensky fires Ukraine's drone-war architect Mykhailo Fedorov and installs energy chief Serhiy Koretsky as PM, betting the war machine can run without its creator.
2026-07-16
Iran War Made US the Indispensable Gas Suppli
The Iran war and Hormuz closure structurally pulled forward a decade of U.S. LNG capacity, cementing American gas dominance.
2026-07-16
Why Zimbabwe Can't Meet US Lithium Demand
Zimbabwe's lithium production is hindered by export bans and Chinese ownership.
2026-07-09
Ukraine Strikes 35 Russian Tankers in 96h
Ukraine's drone strikes on Russian tankers have crippled Crimea's fuel supply.
2026-07-09
Middle East Crisis Rewrites Energy Security
The 2026 Middle East war shifts energy security focus to renewables and electrification.
2026-07-09
Iraq's OPEC Strategy: 2027 Quota Push
Iraq bets on a 2027 OPEC quota reset to increase its oil output significantly.
2026-07-09
India's Graphite Gambit: Mining Arunachal
India's push into Arunachal Pradesh's graphite reserves aims to reduce Chinese dependence.
2026-07-09
India's Graphite Gambit Against China
India's push for graphite mining aims to challenge China's battery material monopoly.
2026-07-09
Hormuz's New Normal: Prediction Markets Fail
Prediction markets misprice the Strait of Hormuz, signaling a permanent risk premium.
2026-07-09
Hormuz Oil Shock Rewires COP31 Agenda
The Iran war's oil shock has shifted COP31's focus to electrification as a priority.
2026-07-09
Five Energy Lessons from the Hormuz Crisis
The Hormuz crisis reshapes energy security, emphasizing renewables over fossil fuels.
2026-07-09
US–Japan–Korea Pact Redraws Nuclear Map
The US, Japan, and Korea's SMR pact marks a shift in Indo-Pacific nuclear strategy.
2026-07-08
South Korea Secures UAE Oil Supply Pact
South Korea's new oil pact with the UAE signals a shift in energy strategy.
2026-07-08
Quad's $20B Bet on Critical Minerals
The Quad's $20B initiative seeks to outpace China's rare-earth dominance.
2026-07-08