HeyJaredEnergy Geopolitics & Statecraft
Unpacking the global struggle for resources and the weaponization of energy. Because Energy = Power = Politics
- Indexed issues, last 90 days
- 24
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- Sep 30, 2026
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- Sep 7, 2026
Latest issues
The AfD’s Nord Stream Gamble: Moscow, Washington, and the Battle for German Energy Sovereignty (opens the original)
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Germany’s far-right Alternative for Germany (AfD) party is mounting a direct challenge to Berlin’s foreign policy by proposing a March 2027 summit with Russian officials to reopen the Nord Stream pipelines. Surging in national polls at 28% following decisive victories in East Germany, the AfD is leveraging deep-seated industrial anxieties over high energy costs to set the political agenda. Energy Geopolitics & Statecraft is a reader-supported publication. To receive new posts and supp
Qatar’s LNG Force Majeure Deepens: Structural Disruption and the Gas Market Re-Alignment (opens the original)
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New evidence reveals a long-term disruption to Persian Gulf LNG flows that threatens the predictability of regional energy exports and the structural development of global natural gas markets. Edison, the Italian subsidiary of EDF, has confirmed a further extension of QatarEnergy’s force majeure notices on long-term gas deliveries, pushing supply halts into late 2026. Energy Geopolitics & Statecraft is a reader-supported publication. To rec
Phantom Strikes and Deterrence Decay: Iran’s Losing Battle for the Strait of Hormuz (opens the original)
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Has the battle for the Strait of Hormuz subsided, or are we on the precipice of another round of regional kinetic escalation given that a diplomatic solution seems impossible? The question is urgent. Over the weekend, Tehran’s IRGC claimed to have launched an unprecedented strike against 19 commercial ships attempting to transit the waterway. Energy Geopolitics & Statecraft is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscrib
The End of Safe Havens: Saudi Arabia’s Vulnerabilities and the Mediterranean LNG Pivot (opens the original)
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In recent commentary provided to the French publication Libération and the Arab energy platform Attaqa, I examine how compounding physical vulnerabilities, geopolitical shocks, and shifting strategic alignments are fundamentally remapping global energy corridors. Energy Geopolitics & Statecraft is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.<input
Gasping for Cheap Oil: The Seven-Month U.S.-Iran War and Global Energy Fragility (opens the original)
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Oil markets are desperate for cheap crude, driving traders to treat any sign of diplomatic movement or infrastructure repairs as a reason for bearish bets. Yet, this short-term optimism ignores the reality of a seven-month war between the U.S. and Iran that continues to destabilize Middle Eastern energy flows. From damaged Saudi pipelines to Houthi blockades in Bab el-Mandeb, physical supply risks remain acute. Energy Geopolitics & Statecraft is a reader-supported publication. To receive new pos
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