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Access our latest flash edition of Trump and Energy
As we enter 2026, we're introducing Flash Editions for the Trump and Energy series, delivering rapid analysis of key geopolitical events and energy industry developments. The first of these breaking news editions focuses on Venezuela, the country's oil infrastructure and what it would take to lift its crude output to 3 million barrels per day (bpd).
Access our latest flash edition of Trump and Energy
As we enter 2026, we're introducing Flash Editions for the Trump and Energy series, delivering rapid analysis of key geopolitical events and energy industry developments. The first of these breaking news editions focuses on Venezuela, the country's oil infrastructure and what it would take to lift its crude output to 3 million barrels per day (bpd).
Iran’s growing political unrest exposing cracks in regime’s oil revenue model
Nationwide protests in Iran are threatening to disrupt the country’s upstream sector and underscoring a deeper economic crisis that has fueled domestic turmoil. Iran has restored output and exports despite sanctions, but at a rising cost: deeper discounts to China, expensive ‘shadow’ logistics and shrinking fiscal buffers, including the near deplet...
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Glenn Jennings
Head of Resources, Energy and Infrastructure
ANZ
Richard Baker
Senior Energy Advisor
Shell
Ben Ward
Market Intelligence Manager
Offshore Energies UK
Nick Palmer
Business Manager
Drilling Specialties Company
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