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enerji diplomasisi ve açıkdeniz istihbaratı.
Insights


BP–Shell Venezuela–Trinidad License Move: Are the Boundaries of Sanctions Changing?
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 Agreement: Is Europe Building a New Energy Core?
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.


The Greenland Crisis: How the Global Order Is Being Tested Through a Single Island
Greenland is not for sale. But it is on the table.
What is being tested through Greenland today is not an island, but the resilience of the global order itself.
Through this case, we see where an ally’s sovereignty becomes negotiable, when trade turns into an explicit instrument of pressure, and where the fractures in the global system begin to surface.
Trump’s Greenland move is neither a gaffe nor a temporary bargaining tactic; it is a clear signal of how power is now exerci


The Philippines’ Offshore Gas Discovery: Energy Security or Geopolitical Fragility?
The Philippines has announced its first offshore natural gas discovery in more than a decade, located off the coast of Palawan.
However, this development represents far more than a technical energy update.
This raises a critical question:
If a state cannot secure its offshore energy domain politically and militarily, who does that resource truly belong to?


The $60 Oil Threshold: Are Offshore Investments Quietly Returning?
Global oil prices have once again moved above the $60 threshold.
This level may not be generating loud headlines, but within the offshore energy domain, it signals a far deeper shift.
The issue is not the price itself.
At $60, oil marks a psychological and financial inflection point at which deepwater and offshore projects begin to be seriously reconsidered.


A New Reality in Offshore Energy: Those Who Expand Supply or Those Who Rewrite the Rules?
As we enter 2026, Norway’s new licenses in the North Sea; the transfer of offshore wind projects in the United Kingdom and the United States into courtrooms within Anglo-Saxon legal systems; and quietly re-emerging production signals along African coastlines all clearly demonstrate that offshore energy has moved beyond being a purely technical domain.


Lebanon’s Offshore Gas: The Search for Energy Sovereignty in a Fragile State
Lebanon has signed a new agreement with an international consortium for offshore gas exploration and development activities in the Eastern Mediterranean.
However, this development points to a dossier far deeper than a purely technical energy investment.
The underlying question is this:
If a state cannot politically and militarily secure its offshore energy domains, who do these resources truly belong to?


The Venezuela Oil File: From Reserve Power to Production Reality and Geopolitical Control
A reserve of 303 billion barrels makes Venezuela an energy giant on paper.
Yet when it comes to production, exports, and real market impact, the picture looks very different.
Extra-heavy crude, technological dependence, sanctions architecture, and refinery compatibility have become the decisive factors determining whether these reserves can actually reach global markets.


Not Narcotics, but Oil: What Is Really Not Being Discussed in Venezuela?
The word narcotics is back on stage. But behind the scenes, the only things being discussed are oil and minerals.
Venezuela is being presented as a security file.
But is that really the story being told?
While the end of the energy era is repeatedly proclaimed, hands reaching for the last major reserves expose that claim as false.
Some crises are not resolved.
Some become precedents.


2026: Supply Surplus, Geopolitical Divergence and the Search for a New Energy Balance
As we enter 2026, energy markets are telling us something clearly:
The real question is no longer how much is produced, but who is choosing what.
Supply decisions, summits, and official statements still dominate the headlines.
Yet what truly shapes prices, balances, and vulnerabilities lies elsewhere.
Demand behavior.
Deliberate investment pullbacks.
Quietly shifting energy routes.


2025: Global Energy and Offshore Balances
In 2025, energy markets did not speak loudly.
But the year as a whole sent very clear signals.
The global energy and offshore themes of 2025, whose impacts will extend for many years, are examined in detail in our article.


The West’s Silent Supply Contraction: Why Is the North Sea Stepping Away from Production?
The West’s energy supply is contracting not through crisis, but by choice.
As 2025 draws to a close, developments in the North Sea point to a quieter yet structurally significant shift in global energy markets. While production capacity remains technically available, the retreat of investment appetite reveals a fundamental change in how the West approaches energy supply.


Can OPEC+ Still Set Oil Prices? How China’s Demand Power Is Reshaping the Oil Market
Who really determines oil prices?
For many years, the answer to this question was clear: OPEC and producer cartels. Today, however, the balance in global oil markets is shaped less by supply and increasingly by demand behavior. China’s purchasing pace, strategic reserve management, and import flexibility are creating a new reality that is steadily limiting the impact of OPEC+ decisions.


The US Sakhalin-2 Waiver: The Limits of Sanctions in the Face of Energy Security
The United States’ decision to extend the sanctions waiver for the Sakhalin-2 LNG project clearly exposes the boundary between the theory of sanctions and the practical realities of energy security.
This move is not merely a technical exception. It highlights the limits of sanctions regimes, the fragility of LNG markets and the extent to which policy frameworks must bend to accommodate allied interests.


Tokyo Gas’s US Investment Preference: Why Are Japanese Energy Companies Turning to US Gas Assets?
Tokyo Gas’s decision to prioritize investments in the United States points to a broader shift in behavior across global energy markets.
This move is not simply a portfolio choice by a single company. It reflects how the role of LNG buyers is evolving, which tools are now central to energy security, and why Japanese energy companies are increasingly turning toward direct ownership of gas assets.


Europe’s Step Back on the Methane Law: Energy Security, the LNG Reality and the Limits of Green Regulation
The European Union is crossing a critical threshold in its energy policy by stepping back on its methane regulation.
Growing pressure on energy security, increasing fragility across LNG supply chains and shifting transatlantic energy dynamics are once again exposing the practical limits of environmental regulation. The developments surrounding the methane law clearly reveal the tension between Europe’s role as a norm setter and the realities of energy markets.


A New Turning Point in the LNG Landscape: How Italy’s OLT Toscana Move Redefines Global Energy Competition
Italy has taken one of its most comprehensive strategic steps to reinforce Europe’s fragile gas supply structure by officially launching a new national gas infrastructure and supply framework. This move is not merely a domestic energy planning initiative. It is regarded as a decisive turning point for Europe’s supply security, market price stability and the future configuration of intra-European pipeline flows.


Türkiye’s Opening to the Indian Ocean: What Does the Pakistan Offshore Initiative Change in the Global Energy Architecture
Türkiye’s new offshore initiative off the coast of Pakistan marks a quiet yet decisive threshold in its energy diplomacy. Participation in the Indus Offshore C block is not merely a technical exploration activity. It represents a structural transition from an energy approach centered on Eurasia to an emerging geopolitical sphere shaped by the multipolar dynamics of the Indian Ocean.


The Synthetic LNG Era Begins
The synthetic LNG project launched in the United States through the partnership of TotalEnergies, TES and three major Japanese companies is not merely a new fuel production model. By aiming to produce carbon neutral gas without altering the existing LNG infrastructure, this initiative is redefining energy security across the Europe–Asia axis.


Deep Sea, Deep Diplomacy: What Does the United States’ Offshore Move Mean in a Multipolar Energy Order?
The United States has not simply updated its energy policy by reopening offshore fields after a long pause. This decision opens a new chapter in the power struggle stretching from the Pacific to the Mediterranean and carries the potential to reshape the direction of the global energy order.
This move is significant enough to strain OPEC plus balances, intensify competition in the LNG market, reshape supply strategies in Europe and Asia, and increase maritime security risks wo
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