Topic intelligence
Energy Security
Coverage connected by published editorial metadata.
Analysis
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Deep Strike: Ukraine's Long-Range Campaign Inside Russia
Ukraine has hit every one of Russia's largest refineries. Estimates of capacity disabled range from 20% to 43% — and the range itself is the story.
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Russia's War Economy: How Long Can It Actually Last
Russia spent 65% of Q1 federal revenue on defence. The four-month deficit exceeded all of 2025. Growth forecast cut to 0.4%. The sustainability arithmetic.
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Two and a Half Hours: How Washington Took Venezuela's Oil Revenue
The raid took 150 minutes. The control mechanism that followed is a US Treasury custody account — how Washington runs Venezuela's oil revenue without occupying it.
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Ukraine's Refinery War: How a Drone Campaign Is Rewriting Russia's Energy Balance
Ukraine says drones disabled 42% of Russian refining capacity in 2026, and satellite analysis broadly backs it. Why Moscow extended its fuel export ban.
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The Strikes Paused. The Risk Premium Didn't
Trump says a deal reopening the Strait of Hormuz is close. Oil prices, travel advisories, and Tehran's crackdown say the war isn't actually over.
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Where the US–Iran War Actually Stands, Six Months In
Six months after the strikes that killed Iran's Supreme Leader, the ceasefire is fragile, the nuclear question is unresolved, and Hormuz is still contested.
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Maduro Is Gone. Venezuela's Crisis Isn't.
Six months after the US captured Nicolás Maduro, Venezuela has a new acting president and the same repression, rigged elections, and humanitarian crisis.
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Ukraine Just Bet Its Winter on an Energy Executive, Not a General
Zelenskyy just swapped his prime minister for an energy executive and triggered a defense-ministry scandal. Here's the real bet behind Ukraine's reshuffle.
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Two Chokepoints, One War: What the Houthi Blockade on Saudi Arabia Really Signals
The Houthis have opened a second maritime front against Saudi Arabia while Iran keeps attacking tankers in Hormuz. What it means for oil, Gulf politics, and the war's endgame.