Category: Belt and Road Initiative
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Good Crisis for China?
The Big Picture Copyright © 2025 Energy Intelligence Group All rights reserved. Unauthorized access or electronic forwarding, even for internal use, is prohibited. Published: Thu, Jun 26, 2025 Anson_shutterstock/Shutterstock China, a major importer of Mideast crude, has high stakes in the region’s stability, having also invested in its renewables sector and made it an important…
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The shifting vectors of Australia–Europe collaboration
As Europe and Australia embark on negotiating a new Security and Defence Partnership, many will be sceptical that Europe can play a significant role in enhancing Australia’s security, or Australia in Europe’s. This century, Europeans and Australians have collaborated against security challenges such as terrorism, nuclear proliferation and stabilising Afghanistan and Iraq. But this collaboration…
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Precision Strikes And Dialectical Contradictions
Friends, One of the challenges of writing a newsletter like this is that our new cycle feels like a cyclone. It is hard to keep track of all the developments and what you think you will write about at the start of the week rarely remains the same. As of this writing, the United States…
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How Resilient are Energy Markets in Times of Crisis?
“The chronic turbulence in Europe and the Middle East, particularly since the 2019 attack on Abqaiq, appears to have baked geopolitical risk resilience into the market. Energy markets are well supplied. U.S. production remains significant, despite predictions of modest declines in 2026. In a Cipher Brief Subscriber+ exclusive interview, we talked with Roule about demand,…
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The Baku Process: An Open Triangle in Israel–Azerbaijan–Turkey Relations
PSCRP-BESA Reports No. 133 (June 11, 2025) Almost half a decade has passed since the diplomatic breakthrough in the previously informal relations between Israel and the “moderate” Sunni regimes of the Saudi-aligned Arab countries. The establishment, under U.S. auspices, of full diplomatic relations between Israel and the United Arab Emirates and Bahrain in September 2020…
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Yes, now is the time to double down on the Abraham Accords
At a time when the headlines regularly announce violence in Gaza and Houthi attacks on Israel, it may seem incongruous to speak of the Abraham Accords. But navigating out of the Middle East’s continued turmoil demands a clear, realistic vision of where the United States wants the Middle East to end up. There are powerful…
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Armenia’s ‘crossroads’ offers the US and Israel a rare opportunity
MENASource June 9, 2025 • 8:00 am ET Sheila Paylan For decades, Armenia and Azerbaijan’s conflict over Nagorno-Karabakh has kept the South Caucasus in a gridlock of historic animosities, closed borders, and economic stagnation. But with the conflict now effectively over, Armenia has launched its “Crossroads of Peace” initiative, envisioning itself as a central Eurasian…
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India-Gulf relations are muted—but mobilizing
MENASource June 3, 2025 • 1:12 pm ET Jonathan Fulton The day the current India-Pakistan conflict ignited, with the April 23 terrorist attack by a Pakistan-based militant group on tourists in India-administered Kashmir, Indian Prime Minister Narendra Modi was in Jeddah holding meetings with Crown Prince Mohammed bin Salman. This was his third visit to…
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Why the Middle Corridor matters amid a geopolitical resorting
Geopolitical earthquakes are redrawing trade routes across Eurasia. Russia’s war in Ukraine has awakened Central Asian countries, which have discovered their strength through cooperation to develop their economies and attain independence. Without the constant attention of Russia, this cooperation contributes to developing the Middle Corridor, a key trade route linking China to Europe via Central…
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Border bargains only borrow time: How Europe can stop its Tunisia rot
In early April, Tunisia reached the dark milestone of mass show trials, marking its steady return to authoritarianism. Thirty-seven journalists, authors, businessmen and aid workers were given sentences spanning lifetimes for terrorism or treason charges in a spectacle lacking all due process. For the condemned and their families, it is a tragedy in and of…