Energy

OPEC+ will consider increasing oil production for October at its Sept. 7 meeting, Reuters reported Sept. 3.

Global: OPEC+ To Discuss Another Oil Production Hike for October

China

Russia

Russia and China signed a memorandum of understanding to build the Power of Siberia 2 gas pipeline following recent talks between the two countries' presidents, Reuters reported Sept. 2. However, the CEO of the Russian state energy company Gazprom, Alexei Miller, confirmed that the price of Russian gas exported via the pipeline has not yet been agreed upon.

Russia, China: Countries Sign Deal to Advance New Pipeline, but Pricing Gap Shows Beijing's Leverage

Environment, Science & Technology

Politics

During the annual summit of the Shanghai Cooperation Organization (SCO) held on Aug. 31-Sept. 1, Chinese President Xi Jinping pledged to support regional tech development through artificial intelligence and the Beidou navigation system. He also pledged to help each SCO nation install 10 gigawatts of new green energy in the next five years, and proposed an SCO development bank.

China: Beijing Decries Trade Protectionism at SCO, Pushes Regional Trade

United States

India

Economics

Indian refiners, including Reliance Industries and other state-run and private companies, plan to scale back Russian crude imports to around 1.4 million-1.6 million barrels per day from October, down from the roughly 1.8 million bpd daily average seen in the first half of the year, Bloomberg reported on Aug. 26.

U.S., India: India To Slightly Scale Back Russian Oil Imports Ahead of Rising U.S. Tariffs

Nigeria

Brazil

Nigeria and Brazil signed five memorandums of understanding to strengthen cooperation in sectors such as trade, science and finance following a meeting between Nigerian President Bola Tinubu and Brazilian President Luiz Inacio Lula da Silva in Brasilia, Business Day reported on Aug. 26.

Nigeria: Tinubu Expands Economic Cooperation With Brazil, Hints at 'Imminent Return' of Petrobras 

Canada

Germany

While visiting Berlin, Canadian Prime Minister Mark Carney and German Chancellor Friedrich Merz announced a joint declaration to cooperate on critical minerals, including by co-funding new projects, The Globe and Mail reported on Aug. 26.

Canada, Germany: Governments Pledge More Cooperation as Ottawa Promises New Port Infrastructure

Taiwan

On Aug. 23, 74% of voters supported a referendum on restarting operations at Taiwan's Maanshan nuclear reactor, but the number of voters supporting the measure failed to reach the necessary threshold of 25% of the electorate, Bloomberg reported on Aug. 24.

Taiwan: Failed Nuclear Referendum Shows Energy, Security Vulnerabilities

Mozambique

Rwanda

Military & Security

Mozambican Defense Minister Cristovao Artur Chume is leading a delegation of high-ranking Mozambican defense officials to Rwanda for three days, during which he has already met with his counterpart, Juvenal Marizamunda, Club of Mozambique reported on Aug. 25.

Mozambique: Defense Minister's Trip to Rwanda Highlights Strengthening Security Partnership 

The world is connected, but even the broadest topics deserve an individual look. Below are our latest and most relevant energy analyses.

Below are our latest and most relevant energy analyses.

Sub-Saharan Africa

Americas

Asia-Pacific

Europe

Eurasia

Middle East and North Africa

South Asia

The Libyan Civil War

The Fight Against the Islamic State

The Politics of Pipelines

_Energy

Nigeria: Obstacles to Prosperity

The Battle for Mosul

A Crude Recovery

Broken Contracts in the Middle East

Russia's Internal Struggle

East African Integration

Snapshots

Participants of the Shanghai Cooperation Organization (SCO) Summit 2025 pose for photos in Tianjin, China, on Sept. 1, 2025.

Global Trade

U.S. trade uncertainty will help China deepen trade ties with its Central Asian neighbors and infrastructure ties with Russia, but its relations with India will remain inhibited by border disputes and differing defense priorities.

China Positions Itself as Growth Catalyst for Central Asia at SCO Summit

Assessments

A freight train carrying cargo containers rides along a railway track in Ajmer, India, on Aug. 26, 2025. 

While India will remain engaged in U.S. trade talks, a deal that secures relief from Trump's 50% tariff will remain elusive amid New Delhi's reluctance to reduce its agricultural protections and Russian oil purchases. 


U.S. Tariffs Strain India's Exports Amid Stalled Trade Talks

The Geopolitics of Trade

Geopolitical, security and environmental risks threaten to disrupt trade through crucial waterways, including the Bab el-Mandeb strait, the Suez Canal, the Danish and Turkish straits, and the Panama Canal.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 2

Diverse security risks threaten maritime chokepoints around the world, presenting unique challenges to international trade.

The Geopolitics of Trade: Threats to Maritime Chokepoints Endanger Global Trade, Part 1

Norway

The building housing Norway's parliament is seen on May 17, 2025, in Oslo.

The Sept. 8 vote could result in another left-wing coalition focused on welfare and climate, a right-wing coalition focused on tax cuts and oil production, or perhaps even an unprecedented grand coalition between the country's two largest parties.

Norway's Legislative Elections: Potential Outcomes and Their Implications

Global Elections

Guyana

A picture of the National Assembly building in Georgetown, Guyana, taken on Sept. 23, 2022.

No matter who wins Guyana's Sept. 1 election, the next administration will use oil revenue and foreign investment to increase social spending and infrastructure development.

Guyana's Election: Potential Outcomes and Their Implications

Iran

South Korea

Thailand

France

United Kingdom

The Maanshan nuclear power plant is seen next to a beach in Pingtung, in southern Taiwan, on April 29, 2025.

A look at what the coming week will bring -- and a list of recommended RANE articles from the week that was.

The Weekly Rundown: Iran Meets With European Powers, Taiwan Holds a Nuclear Referendum

Bahrain

Kuwait

Oman

Qatar

Saudi Arabia

United Arab Emirates

Gulf Cooperation Council (GCC) Secretary-General Jassim al-Budaiwi and the foreign ministers from the six GCC countries (Kuwait, Qatar, Oman, Saudi Arabia, Bahrain and the United Arab Emirates) pose for a group photo during the GCC foreign minister meeting in Kuwait City on June 2, 2025.

Despite global economic uncertainty and oil price volatility, Gulf Arab states are expected to sustain solid economic growth, driven by strong fundamentals, substantial buffers and ongoing diversification efforts.

Solid Fundamentals Shield GCC Economies From Global Volatility

Israel

Palestinian Territories

U.S. President Donald Trump (R) looks at Russia's President Vladimir Putin on Nov. 30, 2018, during the G20 Leaders' Summit in Buenos Aires, Argentina. U.S. President Donald Trump and Russian President Vladimir Putin are expected to meet in the coming days.

Israel-Hamas Conflict

Russia-Ukraine Conflict

The Weekly Rundown: A Trump-Putin Summit, the Deadline for a U.S.-China Tariff Pause

U.S.-China Relations

Ukraine

U.S. President Donald Trump (left) and Russian President Vladimir Putin arrive at a press conference after their summit on July 16, 2018, in Helsinki, Finland.

The meeting risks sidelining Ukraine and enabling Russia to delay sanctions, consolidate battlefield gains, and advance its strategic interests through a U.S.-Russia peace framework.

What To Expect From the Upcoming Trump-Putin Summit

An oil tanker train passes near a refinery in Guwahati, India, on March 30, 2023. 

For now, India will likely keep importing cheap Russian oil in the hopes it can soon secure tariff relief, either directly via a U.S. trade deal or indirectly via a breakthrough in U.S.-Russia talks on Ukraine.

Will Trump's Tariffs Deter India From Buying Russian Oil?

Iraq

Turkey

Iraq and Turkey's flags together on a textile cloth fabric 

Turkey is repositioning itself in Iraq by replacing its security-heavy posture with a push for economic and energy integration, signaling Ankara's long-term ambitions to become a regional power broker as U.S. and Iranian influence wanes.

Turkey Shifts Iraq Strategy Amid Waning U.S. and Iranian Influence

Energy

SITUATION REPORTS

Global: OPEC+ To Discuss Another Oil Production Hike for October

Russia, China: Countries Sign Deal to Advance New Pipeline, but Pricing Gap Shows Beijing's Leverage

China: Beijing Decries Trade Protectionism at SCO, Pushes Regional Trade

U.S., India: India To Slightly Scale Back Russian Oil Imports Ahead of Rising U.S. Tariffs

Nigeria: Tinubu Expands Economic Cooperation With Brazil, Hints at 'Imminent Return' of Petrobras

Canada, Germany: Governments Pledge More Cooperation as Ottawa Promises New Port Infrastructure

Taiwan: Failed Nuclear Referendum Shows Energy, Security Vulnerabilities

Mozambique: Defense Minister's Trip to Rwanda Highlights Strengthening Security Partnership

Forecasts

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