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July 30, 2018

Iran
Free Flow of Oil, Strait of Hormuz, and Policing International Sea Lanes

The premium appears to be creeping back into international oil prices as markets wait to see who will be policing the sea lanes in the aftermath of a Saudi announcement that it would temporarily halt…

Fuel tanker Bahia Damas is docked to unload its shipment of fuel at the Red Sea port of Hodeida, Yemen December 24, 2017.

July 16, 2018

Russia
The Oil Context of the Trump-Putin Meeting

There appears to be a list of conflicts and other kinds of issues that U.S. President Donald Trump and Russian leader Vladimir Putin touched upon during their meeting in Helsinki, and progress on any…

U.S. President Donald Trump and Russia's President Vladimir Putin shake hands during a joint news conference after their meeting in Helsinki, Finland, July 16, 2018.

May 25, 2018

Iran
The Complicated Geopolitics of U.S. Oil Sanctions on Iran

U.S.-Iranian conflict resolution is in flux following withdrawal from the nuclear deal, and it remains unclear whether sanctions will be sufficient to force Iran back to the negotiating table. A deeper dive into the energy realpolitik of the matter reveals a host of barriers to improving the status quo in the Middle East.

U.S. President Donald Trump speaks to reporters after signing a proclamation declaring his intention to withdraw from the JCPOA Iran nuclear agreement in the Diplomatic Room at the White House in Washington, U.S. May 8, 2018.

March 26, 2019

Saudi Arabia
The New Oil Darwinism

It’s a geopolitical jungle out there in the oil world right now and only the fittest will survive. The new oil Darwinism is replacing the older thesis that all producers can succeed over time because…

An oil pump jack pumps oil in a field near Calgary, Alberta, Canada on July 21, 2014

July 1, 2016

United States
Fourth of July 2016 Reading

What Team Cook is reading over the Fourth of July weekend.

WR07012016