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Energy

Oil, gas, refineries, and shipping lanes: energy as a weapon of war.
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REPORT: Kapotnya in Flames — How Ukraine Struck Russia's War Economy at Moscow's Heart
Reportage· No. 711

REPORT: Kapotnya in Flames — How Ukraine Struck Russia's War Economy at Moscow's Heart

In the night of June 15 to 16, 2026, and again in the night of June 17 to 18, long-range Ukrainian drones penetrated the…

ESSAY: Hormuz, the jugular artery of the world economy — this strait is worth more than any nuclear bomb
Essay· No. 702

ESSAY: Hormuz, the jugular artery of the world economy — this strait is worth more than any nuclear bomb

The Strait of Hormuz is thirty-three kilometres wide at its narrowest point. Through it flows approximately 21 million barrels of oil per day —…

INVESTIGATION: Iran on the Strait of Hormuz — the silent maneuver changing the Gulf
Investigation· No. 682

INVESTIGATION: Iran on the Strait of Hormuz — the silent maneuver changing the Gulf

It measures barely 39 kilometers at its narrowest point. Every day, before the war struck, roughly 20% of the world's oil supply passed through…

COMMENTARY: Russia running on empty — 53 regions short on fuel, Kyiv hits the refineries
Commentary· No. 655

COMMENTARY: Russia running on empty — 53 regions short on fuel, Kyiv hits the refineries

In June 2026, Russia is experiencing what economic observers are calling the "worst national fuel crisis" since the war began. More than

INVESTIGATION: Oil below $75 — how the US-Iran deal is reshaping Moscow's war
Investigation· No. 651

INVESTIGATION: Oil below $75 — how the US-Iran deal is reshaping Moscow's war

In one week of June 2026, the global oil market underwent a spectacular transformation. On June 22, 2026, Brent crude fell to

FACT-CHECK: OPEC+ adds 188,000 bpd in July — oil market oversupply verified
Analysis· No. 618

FACT-CHECK: OPEC+ adds 188,000 bpd in July — oil market oversupply verified

On June 25, 2026, the OPEC+ organization voted to increase its production by 188,000 barrels per day (bpd) in July — confirming

NARRATIVE: Iranian oil returns, Moscow loses 20 percent of its revenues in one week
Reportage· No. 616

NARRATIVE: Iranian oil returns, Moscow loses 20 percent of its revenues in one week

In a single week of June 2026, the return of Iranian oil to world markets set off a shock wave that Moscow

EDITORIAL: Hormuz Reopens, Brent Falls to $73 — But Oil Normalization Will Take Months
Editorial· No. 612

EDITORIAL: Hormuz Reopens, Brent Falls to $73 — But Oil Normalization Will Take Months

Twenty percent of global oil transits through a passage just 33 kilometres wide at its narrowest: the Strait of Hormuz, between Iran

DECODING: Trump calls green credits a "scam" — the Republican fracture on energy explodes
Analysis· No. 608

DECODING: Trump calls green credits a "scam" — the Republican fracture on energy explodes

In public statements relayed by Ground News on June 22, 2026, President Donald Trump called the green tax credits inherited from Biden's

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