Oil Production Is at Record Levels. So Why Are Oil Prices Heading Higher?
The short answer: Looming shortfalls from Venezuela and Iran.
Will Trump’s New Mexico Deal Save NAFTA—or Kill It?
The agreement that purports to replace NAFTA does not include Canada for now.
Iran’s Yemeni Proxies Put Oil Shipments in Crosshairs
A Houthi attack on two Saudi oil tankers near Yemen could be an Iranian bid to hammer a key energy choke point.
With Trump Going Soft on Nord Stream, Congress Moves to Kill the Pipeline
U.S. lawmakers, at least, worry that Europe’s reliance on Moscow for energy could give Russia key leverage.
Proposed Law Would Allow U.S. to Sue OPEC for Manipulating Oil Market
Trump appears to favor the idea, but oil producers are already pumping flat out.
How Venezuela Struck It Poor
The tragic — and totally avoidable — self-destruction of one of the world’s richest oil economies.
Mexico’s Populist New President Unlikely to Derail Energy Reform
López Obrador won’t reverse the country’s historic oil opening — but he won’t expand it, either.
Trump’s Push to Ban Iranian Oil Could Mean Pain at the Pump
Big buyers of Iranian oil such as China are seen as unlikely to cut purchases to zero, but sanctions will still send crude prices higher.
OPEC Agrees to Boost Oil Output
The oil cartel vowed to add 1 million barrels a day to markets. It won’t add quite that much.
U.S. Close to Imposing Sanctions on European Companies in Russian Pipeline Project
The decision would test already fraught relations with Germany, other allies.
Fresh U.S. Sanctions Not Likely to Strangle Iran’s Oil Market
Trump walks away from the nuclear deal, but big Asian buyers are likely to keep snapping up Iranian crude.
Is Germany Souring on Russia’s Nord Stream?
Merkel now talks of protecting Ukraine’s interests as Russia’s $12 billion gas pipeline seeks to bypass Kiev.
Trump Makes American Coal Great Again — Overseas
U.S. coal exports have exploded. Can that continue?
Putin and Xi Are Dreaming of a Polar Silk Road
The Northern Sea Route might not be the next Suez Canal, but it’s at the heart of Moscow and Beijing’s play for the high north.
Curb Your Enthusiasm
The Eastern Mediterranean energy patch is hot — unfortunately, in more ways than one.
China’s Bid to Upend the Global Oil Market
Could a new oil futures contract mark a seismic shift in Beijing’s efforts to globalize its currency?
Egypt-Sudan Spat Muddies Prospects for Deal on Big Nile Dam
Talks are stalled over how to deal with the impact of a $5 billion dam that could threaten Egypt’s lifeblood.
Congress Weighs Threat of Moscow Wielding the Energy Weapon
The “mere threat of a cutoff gives Russia political leverage” over Europe.
Trump Stumbles Into Europe’s Pipeline Politics
By lending support to the Three Seas Initiative, Trump wades into a complicated European fight over energy, access, and who calls the shots.
The Lights Are on at the Committee on Foreign Investment in the United States, but Nobody Is Home
The committee charged with protecting national security from risky foreign investments is understaffed and besieged by a surge in cases.