Energy — Global Energy Markets Face Multiple Disruptions as Geopolitical Tensions and Policy Shifts Reshape Trade Flows

Energy · 2026-02-27

Today's developments reveal an energy market increasingly fractured by geopolitical tensions and dramatic policy shifts. The EU's move toward a permanent Russian oil ban, coupled with Venezuela's suspension of oil contracts and India's planned reduction in coal imports, signals a fundamental restructuring of global energy trade flows. Meanwhile, the UK's potential reversal of its windfall tax…