analysis
European Powers Will Struggle to Meet NATO's Defense Spending Targets
Despite having a larger economic base than Russia, European NATO members will struggle to sustainably increase their defense spending to meet the alliance's 2035 targets due to significant financial constraints and political opposition.
Oct 29, 2026
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OSINT PREMIUM
Oct 29, 2026
QatarEnergy Inks Long-Term LNG Contracts With U.S., Australian Companies
QatarEnergy signed a multi-year contract with Cheniere Energy Inc., a U.S. LNG company, to purchase 4 million tons of LNG per year, with deliveries expected to begin around 2031 and continue through 2054, Bloomberg reported on Oct. 22.
Oct 29, 2026
South Africa First Gas-to-Power Bid Fails Over Supply Concerns
The South African government closed its first gas-to-power tender without preferred bidders due to gas supply concerns, Reuters reported on Oct. 28. The bid was first issued in 2025 with the goal to secure 2,000 megawatts from gas-to-power plants, and the government said it had received four bids in May...
Oct 29, 2026
Timor Leste Takes Full Greater Sunrise Control as Woodside Exits
Australian energy company Woodside Energy agreed to sell its 33.44% operating stake in the Greater Sunrise gas fields to Timor Leste's state-owned Timor Gap for up to $200 million, Argus Media reported on Oct. 27.
Forecasts PREMIUM
Sep 28, 2026
2026 Fourth-Quarter Forecast
Elections, escalating conflicts, tight energy markets and intensifying trade competition will result in shifting constraints and high geopolitical risk.
Jun 29, 2026
2026 Third-Quarter Forecast
A fragile truce in the Middle East, persistent energy-driven inflation, shifting U.S. trade policy and escalating regional pressures from Europe to Africa will collectively shape geopolitical risk in the third quarter.
Mar 30, 2026
2026 Second-Quarter Forecast
The second quarter will test global resilience as lingering conflicts and energy shocks converge to heighten economic uncertainty and geopolitical volatility.
