Tag: Energy

  • Hormuz Is Not Just a Strait

    La crisi di Hormuz del 2026 mostra quanto l’economia globale resti vulnerabile a pochi chokepoint strategici. Quando si blocca il corridoio energetico del Golfo, l’impatto non riguarda solo petrolio e GNL, ma anche logistica, assicurazioni, inflazione e supply chain. Per l’Europa e per l’Italia, la posta in gioco riguarda sicurezza energetica, costi di trasporto e…

  • Sanctions as Systemic Coercion: Energy, Payments, and the Fragmentation of Global Governance

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    In the current geopolitical context, sanctions have moved beyond their role as temporary instruments of pressure. By 2026, they increasingly function as permanent regulatory architectures, producing political alignment through the systemic costs of divergence. Their primary impact is not immediate punishment, but the structural transformation of global economic governance.

  • Global Oil Markets in 2026: Sanctions, Shadow Fleets, and Systemic Fragmentation

    In 2026, the global oil market does not appear diminished by sanctions, but structurally transformed. Coercive measures have accelerated the emergence of a bifurcated system, in which formal and parallel circuits coexist with distinct rules, pricing mechanisms, and infrastructures. Energy thus emerges as a strategic infrastructure of power, rather than a commodity governed primarily by price.

  • Technology and Energy as Power Infrastructure: the Taiwan–Bolivia Axis

    When strategic competition is no longer about territories, but about systems. In the current geopolitical context, technology and energy no longer function as separate domains of economic or industrial policy. They have become core infrastructures of strategic power, through which dependencies are constructed, margins of sovereignty are constrained, and state decision-making is shaped.