The long term LNG agreements signed by Qatar with Japan and Malaysia are not an ordinary energy supply development. These contracts clearly indicate where power is concentrating within the global energy system. Competition in energy markets is no longer defined by price, but by continuity. Long term contracts shape not only gas flows, but also economic order, industrial resilience and the room for maneuver that states possess in times of crisis.

The accelerating energy dialogue between India and Canada, while outwardly framed as LNG trade, in fact signals the emergence of new power axes within the global energy order. Long-term supply linkages, infrastructure investment, and deliberate political alignment illustrate that energy security is increasingly structured around geopolitical risk rather than price.

Strategic Assessment The increase in military activity and demonstrations of force around the Strait of Hormuz has elevated the risk profile of global energy transit routes. As a significant share of the world’s oil and LNG trade passes through this narrow passage, any potential disruption would directly affect not only energy markets but also geopolitical stability. Growing strategic tensions among regional actors are further strengthening the linkage between energy security

The step taken by BP and Shell is not merely a shift in corporate positioning; it signals a quiet rewriting of the rules governing global gas flows. The tension between the legal framework of sanctions and the structural necessity of energy security is surfacing more openly than ever.

North Sea countries in Europe have agreed on a comprehensive energy cooperation framework aimed at expanding offshore wind capacity through a cross-border network structure. Yet this step is not merely a renewable energy initiative focused on building new power plants. Europe is not constructing a production site in the North Sea, but a power space.