Russian Oil
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Washington Turns Russia Sanctions Into an Energy-Price Waiver Fight
President Trump signed an executive order on October 16 waiving major sanctions, restrictions, and duties under the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, just before implementation was due. The move drew congressional criticism and a public appeal from Ukrainian President Volodymyr Zelenskyy, while independent reports connected the pause to a broader energy-price and Russia-Ukraine posture fight. The strategic question is whether secondary sanctions remain a coercive tool or become a discretionary valve for managing fuel-market pressure.
Published Oct 17, 2026
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Beijing Turns Russian Crude Into an India Energy-Security Squeeze
Indian refiners expect Russian crude supply to tighten further in October and November as reduced Russian exports and stronger Chinese demand force them toward costlier substitutes. Kpler-cited September data show Russian crude still led India’s slate at about 1.74 million to 1.75 million barrels per day, but that was the lowest since April, while Iraq and Saudi Arabia volumes rose to offset part of the drop.
Published Sep 28, 2026
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Washington Turns Russian Oil Sanctions Into an India-China Tariff Lever
The U.S. House passed a sweeping Russia sanctions package in a 262-159 vote and sent it to President Donald Trump. The bill targets Russian officials, banks, sanctions-evasion networks and the shadow fleet, while authorizing duties on countries that buy Russian-origin crude oil or natural gas or facilitate evasion. India responded on September 17 that it would protect energy security, diversified sourcing, trade interests and the bilateral relationship.
Published Sep 17, 2026
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One System, Many Flags: Ukraine, Iran, North Korea and the Illusion of Separate Wars
The United States can arm Ukraine while temporarily easing pressure on Russian oil, convert stockpile transfers into new procurement, court North Korea while Pyongyang supplies Russia, and fight Iran while Russia and China-linked systems help Tehran. The contradictions resolve when the wars are mapped as one connected system of energy, munitions, intelligence, shipping, sanctions and leverage.
Published Aug 22, 2026