Category: Geopolitical

Goldman Sachs: New Pipelines Could Divert 45% of Strait of Hormuz Oil by 2027 and 60% by 2028 — Iran’s Oil Leverage Nears Irrelevance

Clark Savage641

The Strait of Hormuz, the world’s most critical oil chokepoint carrying roughly 20% of global oil trade (around 20–21 million barrels per day pre-disruptions), is rapidly losing its stranglehold. According to Goldman Sachs analyst Alexandra Paulus, pipeline projects across the Gulf are on track to divert up to 45% of pre-war Persian Gulf oil exports […]

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President Trump Meets with Iraqi Prime Minister Over Oil Deals, New Pipeline, and Reduced U.S. Military Footprint

Clark Savage714

In a significant development for U.S.-Iraq energy relations, President Donald Trump hosted Iraqi Prime Minister Ali al-Zaidi at the White House on July 14, 2026. The meeting focused on deepening strategic ties, advancing major oil and gas investments, and discussing infrastructure projects—including a revived pipeline that could bypass the volatile Strait of Hormuz. Trump also […]

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The Iran War Turns Regional: Tanker Attacks, Naval Blockades, Drone Strikes, and Surging Oil Prices

Clark Savage476

The conflict involving Iran has rapidly expanded beyond direct U.S.-Iran clashes into a broader regional war, with proxy actions, naval disruptions, and threats spanning the Persian Gulf, Strait of Hormuz, Yemen, and even the Caribbean. Oil prices are climbing on heightened supply risks, with Brent crude recently trading around $83–85 per barrel amid fresh attacks […]

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Axios Confirms Cuba Has Acquired Over 300 Military Drones from Iran and Russia: Implications for Regional Energy Security

Clark Savage1106

In May 2026, Axios reported on classified U.S. intelligence indicating that Cuba has acquired more than 300 military attack drones from Russia and Iran since 2023. The drones are stored at strategic locations across the island, with Cuban officials recently seeking additional units and equipment from Russia. This development, amplified in recent social media discussions, […]

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Trump Says US Will Be Reimbursed 20% Rate for Hormuz Traffic

Clark Savage547

President Donald Trump announced today that the United States would reinstate a blockade on Iranian ships transiting the Strait of Hormuz while demanding a 20% reimbursement on all other cargo shipped through the critical waterway. Trump declared the US would become the waterway’s “GUARDIAN,” positioning the move as reimbursement for security costs amid heightened US-Iran […]

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China Tells Refiners to Keep Fuel Output High as the Iran and Ukraine Wars Drag On

Clark Savage1208

Beijing has directed at least two major Chinese refineries to maintain or even increase processing rates to ensure adequate domestic supplies of gasoline, diesel, and other fuels. This comes amid renewed threats to crude shipments through the Persian Gulf tied to the ongoing Iran conflict, according to people familiar with the matter cited by Bloomberg […]

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The New Oil Bull Markets Will Be Dependent on China Confirming Oil Purchases and Global SPR Rebuilding

Clark Savage692

In the aftermath of the 2026 Iran-Hormuz crisis, which severely disrupted tanker traffic through the Strait of Hormuz and triggered the largest oil supply shock in decades, oil markets are shifting from acute supply fears to a more structural driver of price support: the urgent need to rebuild depleted inventories and strategic reserves worldwide. A […]

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Russia’s Fuel Crisis Just Reached New Levels, and Second-Order Impacts Will Be Global

Clark Savage1430

Russia’s domestic fuel shortage has escalated dramatically in July 2026, moving beyond diesel queues at gas stations to kerosene shortages, grounded or limited flights, and export bans on key refined products. Ukrainian drone strikes on refineries and the shadow fleet tankers are removing substantial refined product supply from both domestic and global markets. This is […]

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