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Francesco Sassi @frankstones.bsky.social · 24/06/2026

The UK is facing a perfect storm of energy grid fragility and structural political chaos. As a record-breaking European heatwave triggers an emergency supply warning, Downing Street sits empty following the exit of Keir Starmer. Here is what is happening. 👇⚡️🇬🇧🧵

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Francesco Sassi @frankstones.bsky.social · 18/06/2026

The Trump administration is no longer relying on indirect policy to stall the energy transition. It is now cutting direct cheques to buy out renewable developers. Invenergy’s sudden surrender of 4 major offshore wind leases marks a profound shift in US energy geoeconomics. 🧵🇺🇸👇

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Francesco Sassi @frankstones.bsky.social · 13/06/2026

Geopolitical friction is mounting in the Caribbean’s most critical gas corridor. Venezuela has deployed satellite tracking to accuse Trinidad & Tobago of cross-border hydrocarbon pollution in the Gulf of Paria, threatening to derail massive joint energy ventures. 🧵 🇻🇪🇹🇹👇

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Francesco Sassi @frankstones.bsky.social · 09/06/2026

Is Germany’s unified electricity market about to shatter? A rogue, unexpected coalition of German coastal states and Denmark is moving to break Berlin's single bidding zone. The green hydrogen writing is on the wall. 🧵🇩🇪🇩🇰🇪🇺 👇

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Francesco Sassi @frankstones.bsky.social · 07/06/2026

A massive reality check just hit the "drill, baby, drill" agenda. The Trump administration's historic auction to open Alaska’s sacred ANWR refuge to oil majors just suffered a total market collapse—attracting bids on just 10.5% of the land. Here is what happened: 🧵🇺🇸🐻‍❄️🏔️ 👇

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Francesco Sassi @frankstones.bsky.social · 07/05/2026

🚨"Project Freedom" is grounded. The U.S. military attempt to liberate the Strait of Hormuz has been halted not by Iran, but by a Saudi Arabian veto. Washington is officially land-locked in its own ally's territory. A thread on the 5 shifts redefining energy geopolitics today. 🧵

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Francesco Sassi @frankstones.bsky.social · 28/04/2026

The End of an Era: The UAE’s Exit from OPEC+ Changes Everything The news emerging from the Persian Gulf today is enough to make even the most seasoned market observers tremble, and for once, it is not directly related to kinetic warfare. 🧵

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Francesco Sassi @frankstones.bsky.social · 23/04/2026

Russia just opened a second front in the Energy War. 🇷🇺 While the U.S. is bogged down in the Persian Gulf, Alexander Novak is weaponizing the Druzhba pipeline. Kazakh oil to Germany is being "diverted" starting May 1. This is the Great Diversion🧵

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Francesco Sassi @frankstones.bsky.social · 22/04/2026

Europe, don't worry: Brussels is ready to provide you with a new "Grand Strategy" to handle the upcoming fertilizer crisis stemming from the U.S.-Israel conflict against Iran...

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Francesco Sassi @frankstones.bsky.social · 21/04/2026

The clock is ticking. ⏳ At midnight Wednesday, the U.S.-Iran ceasefire expires. With a U.S. carrier group inbound and 51 nations moving to sideline Washington, the map of global energy is being redrawn in real-time. Everything you need to know about Vol. 30/26 of EGS. 🧵👇

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Francesco Sassi @frankstones.bsky.social · 16/04/2026

Bypassing the Gulf? The Geopolitical Rebirth of the Nigeria-Morocco Pipeline Nigeria and Morocco aim to reach a final agreement on the Nigeria-Morocco Gas Pipeline (NMGP) by the end of the year.

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Francesco Sassi @frankstones.bsky.social · 14/04/2026

I spoke with Isabelle Hanne from @liberation.fr about the implications and logic of the U.S. blockade on Hormuz. Trump’s strategy carries heavy risks for the security of vessels involved and the highly-explosive content they carry. Read the interview here www.liberation.fr/internationa...

liberation.fr

Le blocus naval du détroit d’Ormuz, nouveau plan «intenable» de Donald Trump

La menace des Etats-Unis d’intercepter certains navires entrant ou sortant de la zone, afin d’empêcher l’Iran d’exporter son pétrole, notamment vers la Chine, est légalement douteuse et difficile à ré...

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Francesco Sassi @frankstones.bsky.social · 13/04/2026

EGS 29/26 is out! In this issue: 1️⃣The🇺🇸U.S. Hormuz Siege 2️⃣🇭🇺Budapest Energy Shocker after Orban's defeat 3️⃣🇨🇳Beijing’s Oil Reserves Fortress 4️⃣ 🇸🇦Riyadh’s East-West Pipeline Resilience 5️⃣ The🇮🇹Eni's Descalzi Defiance on Russian Energy Follow & Subscribe rebrand.ly/EGSTwitter

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Francesco Sassi @frankstones.bsky.social · 11/04/2026

One truly has to wonder how it is possible that nobody in the U.S. administration recognises how damaging Donald Trump’s messaging is to U.S. energy partnerships around the world.

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Francesco Sassi @frankstones.bsky.social · 11/04/2026

The TAL oil pipeline, connecting Italy, Austria, and Germany, has been sabotaged. As the world’s attention remains fixed on the Strait of Hormuz and on the high-stakes negotiations beginning in Islamabad, a critical energy artery in Europe has been disabled. 🧵

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Francesco Sassi @frankstones.bsky.social · 10/04/2026

EGS 28 / 26 is out! 🇮🇷💰The $2M Toll. 🇩🇪Berlin’s 24 TWh emergency pivot. ❓🇸🇦Why the Saudi bypass is broken. 🏔️🇦🇷Milei’s Glacier Law. 🇪🇬🇨🇾Egypt’s Mediterranean gas hedge. Follow & Subscribe to receive the next Volume in your inbox! rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 09/04/2026

2,000 subscribers and counting! 🚀 When I started Energy Geopolitics & Statecraft less than three months ago, the goal was to provide deep-dive analysis at the intersection of global energy markets and national security.

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Francesco Sassi @frankstones.bsky.social · 08/04/2026

Don’t let the 20% drop in oil and gas prices fool you: The "U.S.-Iran ceasefire" is an Energy Travesty. As markets rally on news of the two-week ceasefire between the U.S. and Iran, the headlines are missing the structural shift beneath the surface. Read & Subscribe substack.com/home/post/p-...

substack.com

Energy Ceasefire or Energy Travesty?

Why are markets trusting the "Energy Travesty" called a Ceasefire between the U.S. and Iran? Don't believe the hype

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Francesco Sassi @frankstones.bsky.social · 07/04/2026

EGS 27/26 is out! 🚢 The Hormuz Toll 🇮🇱Israel Resumes Gas Exports to🇪🇬Egypt 💨 🇬🇧🇨🇳The UK Against Chinese Wind Turbines ⚛️ The🇷🇺Russian Nuclear Edge in🇻🇳Vietnam 🪨 Coal's Comeback in🇯🇵🇮🇳Asia Read & Subscribe here rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 07/04/2026

Countdown to the Ultimatum: Trump Threatens "Stone Age" Strikes as Iran Proposes Hormuz Transit Fees Strategic ambiguities have reached a flashpoint in the final hours before the U.S. President Donald Trump’s ultimatum for Iran to reopen the Strait of Hormuz expires by 8.00 p.m. Eastern Time. 🧵

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Francesco Sassi @frankstones.bsky.social · 06/04/2026

A "Brotherly" Exemption: Iran and Iraq Reach Historic Deal to Reopen Hormuz for Baghdad’s Crude An unprecedented, and potentially historical agreement seems reached between Iraq and Iran over granting safe passage to Iraqi tankers through the Strait of Hormuz.

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Francesco Sassi @frankstones.bsky.social · 05/04/2026

Have you noticed that U.S. President Donald Trump only threatens Iran when markets are closed, only to shift the narrative just before they reopen? Once again, the White House is attempting to reverse the narrative regarding the Strait of Hormuz.

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Francesco Sassi @frankstones.bsky.social · 04/04/2026

Germany Seeks to Rewrite Nuclear History as the Gulf War Bites The ongoing energy crisis is dismantling the few, weak certainties Europe held regarding energy security, forcing the continent’s largest economies to reconsider policies once deemed irreversible. 🧵

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Francesco Sassi @frankstones.bsky.social · 03/04/2026

EGS 26/26 is out! 📍 The Great Pipelines Bypass From Hormuz 🇺🇸 The U.S. Energy Independence Myth 📉 Asia’s Breaking Point in Oil Reserves 🇪🇺Record Diesel Price Surge 🇫🇷The EU Nuclear Probe Into France State Aid Read & Subscribe here rebrand.ly/ESGBS

rebrand.ly

Energy Geopolitics & Statecraft | Francesco Sassi | Substack

Unpacking the global struggle for resources and the weaponization of energy. Because Energy = Power = Politics. Click to read Energy Geopolitics & Statecraft, by Francesco Sassi, a Substack publicati...

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Francesco Sassi @frankstones.bsky.social · 02/04/2026

The King is Naked and Either With No Plan to End the War Against Iran Nor Reopen Hormuz Everybody scrutinised U.S. President Donald Trump’s latest speech searching for insights on when and how the war might end and bring relief for energy markets. They were unanimously disappointed. 🧵

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Francesco Sassi @frankstones.bsky.social · 01/04/2026

Yesterday evening, I was live on @france24.com with to discuss the implications of the current energy crisis for Europe. We explored the measures implemented by the EU and Asian countries thus far, as well as the ongoing risk of further price spikes across the continent.

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Francesco Sassi @frankstones.bsky.social · 01/04/2026

🚨The U.S.-Israel war against Iran and the Trump administration's rhetoric could mark a definitive transformation of global energy stability, shattering the rules-based international gas order. 📌Read the article and subscribe here rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 01/04/2026

Rome Delays Coal Phase-Out to 2038 as the Gulf War Shatters Italy’s Energy Transition The Italian government has just pushed back the implementation of the coal phase out by more than a decade, reversing the timeline due to the current energy and geopolitical turbulence in the Persian Gulf. 🧵

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Francesco Sassi @frankstones.bsky.social · 31/03/2026

The Great Abdication: Is Washington Handing the Keys of the Global Economy to Tehran? The United States appears ready to abandon its allies and cede control of the Strait of Hormuz to Iran. 🧵

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Francesco Sassi @frankstones.bsky.social · 30/03/2026

EGS 25/26 is out! 🇺🇸US President Trump Threatens🇮🇷Iran's Kharg Island 🇰🇷 South Korea considering private driving bans 🇪🇬 Egypt tripled its gas bill 🇦🇺 Cyclone Narelle halts Wheatstone LNG 🇳🇿 New Zealand triggers its National Fuel Plan Read & Subscribe 🫴https://rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 28/03/2026

The Red Sea Trap: Houthi Entry Into the War Threatens Saudi Arabia’s Final Energy Lifeline The Houthis have entered the war against the U.S. and Israel. This is another dramatic development for global energy markets, as both Hormuz and the Bab al-Mandeb are now threatened 🧵

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Francesco Sassi @frankstones.bsky.social · 27/03/2026

Moscow’s "Nord Stream" Gambit: Lavrov Weaponizes U.S. Energy Dominance as Europe’s Gas Supplies Dwindle Russia is playing the "Nord Stream card" with the EU, suggesting a possible U.S. acquisition of the pipelines and highlighting the interest of U.S. President Donald Trump's allies. 🧵

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Francesco Sassi @frankstones.bsky.social · 23/03/2026

EGS Vol.23/26 is out! In this issue, we deep-dive into: 📉 The U.S. Ultimatum & Iran's Threats 🚢 The Last Qatari LNG on Water 🇨🇳China's Energy Bait to🇹🇼Taiwan ⛽ Rationing Oil in Europe Reutrns 🇺🇸 Domestic Blowback as Gas prices surge Read & Subscribe 🫴https://rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 17/03/2026

The Fertilizer Famine: How the Hormuz Blockade Prices Food Out of Reach One of the most severe consequences of the Hormuz blockade is the looming threat to global food production. As urea is produced primarily from natural gas, the seaborne fertilizer market has been thrown into chaos by the war

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Francesco Sassi @frankstones.bsky.social · 17/03/2026

I am absolutely thrilled to share that Energy Geopolitics & Statecraft has surpassed 1,000 subscribers on Substack—and we are continuing to grow at an incredible pace every day. To reach this milestone in less than 60 days since launch is a testament to the urgency of the global energy dialogue.

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Francesco Sassi @frankstones.bsky.social · 16/03/2026

🚨NATO & Hormuz EGS Vol.21/26 is out! 1️⃣President Trump issues an "Hormuz Ultimatum" 2️⃣The Safety Valve of Fujairah Fails 3️⃣The Druzhba pipeline Crisis Worsen 4️⃣Yanbu's Strategic Oil Exports 5️⃣Japan Asks Australia More LNG Read the full analysis here rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 12/03/2026

After reviewing more than 30 essays from my master's students in my "Politics of Global Energy" class at the @uio.no, I can reveal with complete certainty that they are better informed about the unfolding crisis than the European Commission.

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Francesco Sassi @frankstones.bsky.social · 11/03/2026

Shell is the first international major to declare force majeure to clients who source LNG from Qatar. The highly-anticipated next wave of LNG, which was expected to stabilise global markets and provide long-term energy security, is crumbling as a consequence of the U.S.-Israel-Iran conflict.

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Francesco Sassi @frankstones.bsky.social · 11/03/2026

🚨 Oil Markets Shattered and the Largest SPR Release in History is coming EGS Vol. 20/26 is out! 1️⃣🇮🇷Iran's Mines in Hormuz 2️⃣The IEA SPR Release 3️⃣🇶🇦Qatar's LNG Reliability 4️⃣🇯🇵Japan’s Energy Survival 5️⃣🇮🇷Iran Targets🇮🇱Israel's Energy Read & Subscribe rebrand.ly/EGSTwitter

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Francesco Sassi @frankstones.bsky.social · 10/03/2026

The Sanctions Paradox: How the Hormuz Blockade Forced Washington to Rehabilitate Russian Oil The U.S.-Israel war with Iran and the closure of the Strait of Hormuz have become a boon for Russia’s energy revenues, effectively forcing Washington to ease sanctions against Moscow 🧵

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Francesco Sassi @frankstones.bsky.social · 09/03/2026

🚨OIL HITS $120 Energy Geopolitics & Statecraft Vol. 19/26 is out: 📈 Market Shock 🚢 🇺🇸U.S. Naval Shift 🇷🇺 The Kremlin Exploits Hormuz 🇮🇷War on Iran Energy 🇨🇳 Beijing Energy Emergency The "nightmare scenario" it’s here Read & subscribe here rebrand.ly/EGSTwitter

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Francesco Sassi @frankstones.bsky.social · 06/03/2026

🚨🛢️Is the Global Energy Order Dead? 🇺🇸🇮🇱🔥🇮🇷Forget the 2020 price war. Forget the 2022 invasion of Ukraine. What we are witnessing in the Strait of Hormuz today is the "Great Energy Reordering" of the 21st century. Read & subscribe here rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 05/03/2026

Putin’s Energy Masterclass: Exploiting the Hormuz Crisis to Break the EU’s Resolve Vladimir Putin is threatening to cut remaining gas supplies to Europe at the exact moment when EU inventories are the most fragile in years. An honest masterclass in energy geopolitics.

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Francesco Sassi @frankstones.bsky.social · 05/03/2026

This is, literally, the most important countdown in the world. Oil exporters in the Persian Gulf, currently unable to export their hydrocarbon bounty, are all facing a dire short-term outlook.

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Francesco Sassi @frankstones.bsky.social · 04/03/2026

🚨An🇮🇷Iranian missile has just been intercepted by NATO forces over the skies of the🇹🇷Turkish city of Dortyol 🚢Dortyol hosts an oil export terminal and an LNG import facility ⚔️Ankara just stated that is reserve the right to respond to any hostile act towards our country

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Francesco Sassi @frankstones.bsky.social · 04/03/2026

🚨🇺🇸Is the U.S. blackmailing Gulf states? EGS Vol.18/26 is out! Key Briefs in this Volume: 🛡️🇺🇸🇮🇷🇮🇱The Hormuz Deadlock 🔥🇶🇦Qatar’s LNG Red Line 📉🇮🇶Iraq’s Storage Crisis 🚢🇷🇺🇺🇦Shadow War in the Med 🇪🇺EU storage gas crisis (again) Read & subscribe here rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 03/03/2026

The Perfect Storm: EU Storage Hits 30% Threshold as Qatari Supply Vanishes Let’s talk about the dramatic situation of EU gas storage, which dropped below 30% the same day Iran struck Ras Laffan and Mesaieed, halting all Qatari LNG production.

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Francesco Sassi @frankstones.bsky.social · 02/03/2026

🚨🇺🇸🇮🇱🇮🇷The "Nightmare Scenario" is no longer a simulation. EGS Vol. 17/26 is out! We break down: 🚢The closure of the Hormuz Strait 🛢️OPEC+ Dilemma 🔥A Regional Gas Halt 🇮🇳India's Oil Security 🇮🇶🇸🇾 Iraq anxiety and Damascus Pivot Read & subscribe here rebrand.ly/ESGBS

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Francesco Sassi @frankstones.bsky.social · 02/03/2026

That's how the TTF Front-Month Index—the EU gas price benchmark—began the day. +22.047% Rather than the "Age of Electrification," I would call this the "Age of Instability." #EnergyGeopoliticsandStatecraft #EU #NaturalGas #LNG #EnergySecurity

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Francesco Sassi @frankstones.bsky.social · 28/02/2026

The U.S. and Israel have launched a joint military operation to overthrow the Iranian government—an escalation that will inevitably affect the entire energy security of the Middle East.

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