Energy Security and Supply Chain Resilience 11

Without Supply Chains for Fuels, the World Stops 23

Mid-2026 Global Oil Market Outlook: Iran Conflict To Have a Lasting Impact 29

The Year of the ‘Shock’ 35

Qatar’s Iran Problem: Maintaining LNG Exports Through Tehran’s Chokepoint 45

The GCC Post-War Strategy for Import and Export Resilience Network 54

Airspace Sovereignty Comes to Energy Infrastructure: The 2026 Counter-UAS Inflection Point 66

AI, Energy, and an Evolving Cybersecurity Landscape 76

The Hidden Constraints on Critical Minerals Finance 84

From Rocks to Renewables: Will Critical Minerals Constrain the Energy Transition? 93

National Oil Companies and Latin America’s Oil Boom: Catalysts or Constraints? 103

The Rise of Neuquén to Preeminent Petro-Province Status and the Governor Who is on Track To Lead It Through 2031 116

Unlocking the Potential for an Energy Revolution in Latin America and the Caribbean 122

Power Sector Challenges 131

Booming Energy Demand: World War II vs Data Centers 140

Becoming Standard: Grid-Forming Inverters on All Sides of the Meter 149

Competitive Retail Electricity Markets and Consumer Switching in Texas 158

What Lessons Did China and India Learn From the Last Great Global Energy Shock? 168

Japan, Korea, and a Fifty-Year Education in Energy Vulnerability 177

An Energy Tour of the Balkans 187

Limits and Consequences of Sanctions on Russian Energy Products 195

Europe’s Elusive Energy Security Equation 205

What Went Wrong With the European Energy Transition? 217

From Circularity to Resilience: Plastics as a Strategic Resource 231

Beyond the Loop: Creating an Adaptive Circular Network for Plastics 238

An Enduring Emphasis on Resilience 246