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The EU’s electric dreams
The European Commission’s response to the Middle East crisis is to double down on its transition strategy, with plans for a new target on electrification
In pipelines we trust
The addition of an oil pipeline to the Power of Siberia 2 gas project could ensure deliveries of Russian oil to China, materially shorten logistics lines between West Siberia and final customers, and—amid disruption in the Strait of Hormuz—offer a land-based export route that reduces exposure to maritime chokepoints
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For GCC producers, the ceasefire may prove more destabilising than the war itself: exports remain constrained, and control over Hormuz has shifted in ways that could endure
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Do not politicise a geopolitical crisis – Ydreos
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A bigger and longer crisis
Attacks on key oil and LNG assets across the Gulf mean a prolonged supply disruption, with damage to Qatar’s export capacity undermining confidence in the global gas system
How Russia gains from the Hormuz supply shock
The US may be systemically stripping Russia of key geopolitical allies, but Moscow can reap rewards from the Hormuz crisis, both in the short and long term
Letter from Dubai: A safe haven under fire
Missiles over Dubai and disruption in Hormuz are testing the emirate’s reputation—and shaking the energy hub at the centre of the Gulf economy
Taiwanese President Lai Ching-te poses for a group photo at Songshan airbase in Taipei
Politics China Taiwan
Shi Weijun
Shanghai
4 April 2025
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Taiwan’s energy dependencies laid bare

Renewed China tensions threaten island’s inflows of oil and gas from overseas

Taiwan’s critical dependence on seaborne imports of LNG and crude oil has been put under the spotlight by a spike in tensions between the self-governing democracy and neighbouring China, which is building its capability to impose a maritime blockade that could choke off the island’s inflows of energy from overseas. Wealthy, democratic and strategically located offshore the Chinese mainland, Taiwan is regarded by the Communist Party as the “the core of China’s core interests” and represents one of the biggest geopolitical flashpoints between China and the US. A series of recent developments have underlined the energy security challenge facing Taiwan, an island the size of Belgium but more pop

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