Ukraine’s electricity system has been forced into to “emergency shutdowns” due to renewed strikes by Russia Last night and this morning saw another acceleration of the energy war between Kyiv and Moscow. Russia launched almost 400 drones and around 40 ballistic missiles on Ukraine,

Europe and China Wind Turbines Economic Warfare Tensions between the European Union and China are rising as a result of Brussels’ attempt to cut dependency on Chinese wind turbine manufacturers.

This is amazing! Energy Geopolitics & Statecraft is currently ranked #9 in the International section of Substack among rising blogs. In less than three weeks more than 500 people have already subscribed through the app and the LinkedIn page. This is truly unexpected.

The Connecting Europe Facility Unleashed: 14 Projects to Secure the EU Energy Future The EU Commission has invested €650 million in 14 new cross-border energy infrastructure projects as grants through the Connecting Europe Facility (CEF). 🧵

Another watershed moment has arrived for China’s energy sector as, by the end of 2026, installed solar generation capacity is set to surpass coal generation capacity for the first time in history.

A market built on narratives is simply broken Today, the TTF front-month price, the most important benchmark in the EU natural gas market, lost almost 15% of its value (yes, fifteen percent) in just 10 hours of trading. 🧵

Electrons Reshape the Berlin-Riyadh Partnership During a visit by a German delegation headed by the Federal Minister for Economic Affairs and Energy of Germany, Katherina Reiche, Saudi Arabia, to meet Prince Abdulaziz bin Salman, the two countries established a comprehensive energy partnerhsip 🧵

⚡️A major blackout has hit the🇷🇺Russian Arctic city of Murmansk and its surrounding areas. The city plays a key role in the country's commercial and military strategy in the High North, revealing the fragile nexus between climate change, national security, and economic strategy.

🚨A vast blackout is affecting🇺🇦Ukraine and the neighbouring electricity systems of🇲🇩Moldova and🇷🇴Romania. This is the latest consequence of the largest energy war fought in Europe between Kyiv and Moscow. 🧵

Lukoil’s international assets have been purchased by the U.S.-based private equity firm Carlyle Group in a blunt display of what American energy dominance means 🧵

The End of Russian Gas?EU Approves Final Phase-Out of Pipeline and LNG Imports The European Council has approved a final stepwise ban aimed at phasing out all Russian gas and LNG imports into the EU through an open vote.

🛢️🇷🇺Russia’s oil dominance in🇮🇳India continues, albeit under significant strain, proving that multipolarity is now a defining fact in the world of energy politics. 🧵

🇫🇷France and the🇺🇸U.S. Bet on🇱🇾Libya With Major Oil Investments France’s TotalEnergies and U.S.-based ConocoPhillips are returning to Libya, with major investments in the Waha Oil venture 🧵

This is how Energy Wars look like in the XXI Century. More than one million people are without access to electricity services in Ukraine and during one of the coldest winters of the last decades in Eastern Europe. 🧵

🚨🇺🇸U.S. President Donald Trump has stated he is sending and "armada" in the direction of🇮🇷Iran Is a new energy geopolitics crisis looming on the horizon? 🧵

Speaking from Davos, the🇺🇸U.S. Energy Secretary Chris Wright is lecturing the world on the insufficient global oil production. He states that we need to double it as soon as possible. This message comes from the largest oil producer in the world and a burgeoning petrostate. 🧵

The second issue of Energy Geopolitics & Statecraft is out! -The return of Nuclear Power in Japan -The EU offensive against China’s renewables -Problems at Kazakh oilfields -Venezuela’s oil shipping -A new gas discovery in the Philippines 🫴https://substack.com/home/post/p-185289951

🚨🇪🇺EU gas storage levels have officially fallen below the 50% mark, while consumption across the continent remains very high, depleting storage faster than normal. A menace to EU energy security. Is Europe up to the task of navigating the new energy geopolitics? 🧵

The first issue of Energy Geopolitics & Statecraft is out! -The Strategic Shift in Syria’s Oil and Gas Landscape -Thermal Power Out of China’s Grid -Ukraine’s Energy Emergency -Vineyard Wind 1 Legal Fight -Chevron’s Leviathan Expansion energygeopoliticsandstatecraft.substack.com/p/egs-126-sy...

Welcome to Energy Geopolitics & Statecraft! Welcome to my newsletter! Sign up: energygeopoliticsandstatecraft.substack.com

📯🇺🇸Chevron and its Israeli partners in the Leviathan gas field have approved final plans to expand production, and thus exports, from this crucial energy asset in the Eastern Mediterranean Sea 🧵

📯🇻🇪Venezuela has signed its first LPG export contract as the new interim President Rodriguez attempts to legitimise her rule in the wake of Nicolás Maduro's capture by the🇺🇸U.S. 🧵

🚨📈A disaster is taking shape in the🇪🇺EU, where natural gas prices have surged by more than 30% in less than a week. Markets are still open, and so far we are recording a +11.4% jump, another indication that the energy crisis is here and rolling. Is a perfect storm coming?

🚨🇨🇳China has interrupted all imports of electricity from🇷🇺Russia as of the beginning of 2026. Apparently, prohibitively high electricity costs have become a burden for the Chinese market, ceasing a very lucrative trade for Moscow 🧵

🚨🇩🇰Danish wind giant Orsted scores a victory against the🇺🇸U.S. administration. Now, it can resume work at Revolution Wind, one of its major offshore wind farms on the East Coast This marks another defeat for the🇺🇸U.S. administration's attempt to control energy governance 🧵

America First vs. International Creditors: Who Wins the Battle for Venezuela’s Oil? The Trump Administration is shielding all proceeds from Venezuelan oil trading agasint private claims, effectively establishing the priority of foreign policy over market mechanisms. 🧵

Oil and Gas pledges and warnings are emerging from🇳🇴Norway, where the country's energy regulator foresees declining production by the end of the decade Norway is the largest exporter of hydrocarbons to Europe and its leading producer. But things may change over the long term. 🧵

The eyes of the world are on🇻🇪Venezuela, but🇪🇺EU gas storage levels have dropped below 60% as a cold Arctic freeze grips the continent. While Europe looks complacently at events in Latin America, energy geopolitics is being played out on multiple tables simultaneously... 🧵

🚨Forced by🇺🇸US pressure and a maritime blockade, 🇻🇪Venezuela is starting to curtail oil production, a direct implication of the White House's strategy to oust President Nicolás Maduro. Oil geopolitics remains a primary tool for the US dominance in the Western Hemisphere. 🧵

🚨 The Trump administration just pulled the plug on 5 major offshore wind projects. Secretary Burgum cites "national security" risks, but governors are calling it "B.S." A legal and political battle is just beginning. Read the analysis (Free Access) intelligence.eklipx.io/article/3761

🚨The🇷🇺🇺🇦Russia-Ukraine Energy War has finally reached the Mediterranean Sea A Russian shadow fleet tanker was hit West of the Greek coasts this morning, causing severe damage to the vessel. We are clearly entering a new era in the weaponisation of energy. 🧵

🚨Chaos In Caracas: PDVSA Cyberattack, US Escalation Point to Rising Hybrid Conflict in Venezuela's Oil Sector 🧵

🚨Oil Tanker Hunting Season:🇮🇷Iran Escalates Tensions in the Gulf of Oman 🧵

🚨OFFSHORE RUSH: Lower royalty rates triggered $382M in drilling bids last week. Majors are betting big on the new era of🇺🇸US oil & gas production. A massive policy reversal fueling investment. #TrumpAdministration #USenergy 🧵

🚨🇶🇦Qatar's Alarm: Minister warns global LNG investment is critically low. Expect a 50-75% gas shortage by 2035 due to surging AI demand and🇪🇺EU regulatory friction (CSDDD). 🧵 #LNG #EnergySecurity

🚨☢️ZNPP Safety Alert:🇷🇺Russian Strikes Disconnect the Zaporizhzhya Nuclear Plant, Widespread Outages Hit🇺🇦Ukraine in Early Winter 🧵

🚨☢️Uranium Spat:🇳🇪🇫🇷Niger-France Tensions Explode over Orano and 'Abandoned' Radioactive Material.

📯The🇬🇧UK will invest almost £30 billion in the grid and gas networks, a massive investment to secure the energy system in a decarbonised world and to lower energy bills in the long term. Yet, these costs translated in higher charges for consumers in the short-term 🧵

🚨Micro-Drop, Macro-Risk Unplanned maintenance at🇳🇴Norway's giant Troll gas field (Europe's single largest source) dropped supply 6%. It's a stark reminder:🇪🇺Europe's gas balance is highly fragile, relying heavily on just a few variables. #TrollField #EUenergy #GasMarket 🧵

🤝The🇨🇦Canada-Alberta MOU swaps climate controls for mutually dependent projects: an oil pipeline to Asia and the world's largest CCUS expansion (Pathways). The energy superpower status challenges Canada's "good global citizen" identity. Free to read 📜https://intelligence.eklipx.io/article/3647

💥Drone Attack:🇷🇺Russian Tanker Hit Again Near🇹🇷Turkey The Midvolga-2 was struck by drones near the Turkish coast, the third incident in an escalating campaign by🇺🇦Ukraine threatening navigation safety and "worrying" for Turkey's Erdogan #BlackSea #MaritimeSecurity #HybridWarfare

⌛️Reality Check for Hydrogen Hype? The $400B market forecast for green hydrogen clashes with current project delays and rising costs. Even with EU PCI status, the 3,300km🇮🇹🇦🇹🇩🇪🇹🇳🇩🇿SoutH2 Corridor faces a tough FID decision. Where is the demand? #EnergyTransition #Hydrogen

💡Khor Mor Back Online, But the Warning Remains: The recent missile strike and shutdown reveal the extreme vulnerability of KRG's energy system. Weaponizing energy facilities is now a tool in🇮🇶Iraq's fragmented political game where🇮🇷Iran's influence looms 🧵

📜"Unreformable Reforms" 🚨 New analysis on the🇬🇧UK's energy identity crisis. Despite pledging a Clean Energy Superpower future, Labour is approving new North Sea oil/gas via TECs. Is Net-Zero sacrificed for short-term energy security? ⚖️ Read it here intelligence.eklipx.io/article/3620

🇳🇴Norway's Equinor goes big on Oil & Gas: $60B+ investment announced to secure vital North Sea supply for🇪🇺🇬🇧Europe 🧵

🚨🇪🇺EU gas storage levels fall below the 80% threshold and again become the most discussed thing in energy markets. Yes, gas geopolitics is still the most relevant variable, even in a supply glut. 🧵

💡The 28-point🇺🇸U.S. peace plan forces Zelensky into a tough choice: accept concessions to🇷🇺Russia or risk losing key support. The plan aims to end the war and reconfigure🇪🇺Europe's energy architecture, boosting US influence over🇺🇦Ukraine Free to read intelligence.eklipx.io/article/3599

The COP30 climate talks are set to run into overtime after a draft deal proposed by host nation Brazil caused widespread anger across the world for omitting any reference to winding down the use fossil fuels. www.bloomberg.com/news/article...

🚨Trump granted🇭🇺Hungary an exemption from🇷🇺Russian oil sanctions while supporting🇺🇸U.S. energy interests. This U.S. "Quadrangular Energy Alliance Politics" protects Orbán, rewards Russia and creates an energy wedge against the🇪🇺EU Read the analysis intelligence.eklipx.io/article/3593

🚨The New Front Line: Google's AI Data Center Puts🇨🇽Christmas Island at the Nexus of Energy and Military Geopolitics 🧵