iiinova — where your digital self keeps evolving

Robin Mills @robinmills.bsky.social · 28/09/2026

As Xi Jinping and Masoud Pezeshkian visit US, China is the big winner from the US's Iran war. Beijing doesn't want total oil cut-off or economic disaster, but "warm war" & curtailed supplies & US distraction suit it fine. #energysky @thenationalnews.com www.thenationalnews.com/business/ene...

thenationalnews.com

Why the US-Iran war is working in China’s favour | The National

Beijing has much to gain from US distraction, but needs to keep the conflict contained enough to protect its interests

011

Robin Mills @robinmills.bsky.social · 19/09/2026

Energy enters a new age of disorder How does the energy industry redesign itself where 80 years of rules don't apply any more? #energsky @thenationalnews.com www.thenationalnews.com/business/ene...

thenationalnews.com

Energy enters a new age of disorder | The National

Geopolitical tension is fracturing the systems that once underpinned global energy security and co-operation

001

Robin Mills @robinmills.bsky.social · 11/09/2026

A "worthless piece of water?" Lots of focus on the Hormuz/Red Sea oil story - but for LNG, the situation around Hormuz definitely isn't getting better Storage only 66% full. A warm winter will probably save Europe, but it's going to be expensive & uncomfortable #energysky @thenationalnews.com

thenationalnews.com

Winter is coming: The LNG crisis Europe cannot afford to ignore | The National

Given limited storage, Europe will probably still need to import more LNG this winter than it did last year

120

Robin Mills @robinmills.bsky.social · 18/08/2026

The first casualty of war is the truth; the last victim is often the environment. How conflict and oil spills threaten fragile Gulf ecosystems @thenationalnews.com #energysky www.thenationalnews.com/business/ene...

012

Robin Mills @robinmills.bsky.social · 15/08/2026

Are new US conditions going to blow up the Saudi civil nuclear cooperation deal? But as China and Russia watch, the US is not the only critical player www.thenationalnews.com/business/ene... #energysky @thenationalnews.com

thenationalnews.com

How US conditions on Saudi nuclear accord could torpedo the deal | The National

Washington needs to resolve the fissure between its goals in business, geopolitics and non-proliferation

031

Reposted by Robin Mills

AGSI @gulfstatesinst.bsky.social · 11/08/2026

TODAY at 10 AM ET: Beyond the Strait: The Future of Global Energy Security with Carole Nakhle, @robinmills.bsky.social, Adnan Shihab-Eldin, moderated by Kate Dourian. Join us! agsi.org/events/beyon...

agsi.org

Beyond the Strait: The Future of Global Energy Security - AGSI

On August 11, AGSI will host a discussion on global energy markets.

001

Reposted by Robin Mills

AGSI @gulfstatesinst.bsky.social · 10/08/2026

Tomorrow: “Beyond the Strait: The Future of Global Energy Security” with Carole Nakhle, @robinmills.bsky.social, Adnan Shihab-Eldin, moderated by Kate Dourian. Join us! agsi.org/events/beyon...

agsi.org

Beyond the Strait: The Future of Global Energy Security - AGSI

On August 11, AGSI will host a discussion on global energy markets.

001

Reposted by Robin Mills

AGSI @gulfstatesinst.bsky.social · 07/08/2026

On August 11, AGSI will host a discussion on global energy markets with Carole Nakhle, @robinmills.bsky.social, Adnan Shihab-Eldin, moderated by Kate Dourian. Register today. agsi.org/events/beyon...

agsi.org

Beyond the Strait: The Future of Global Energy Security - AGSI

On August 11, AGSI will host a discussion on global energy markets.

001

Robin Mills @robinmills.bsky.social · 05/08/2026

After the death of Sir Ian Wood & bp's decision to exit the UK offshore, @andyburnham.bsky.social can take a political, environmental & economic win: revive the North Sea, get jobs & tax, neutralise Reform & Con, help pay for net-zero #energysky www.energyconnects.com/opinion/thou...

energyconnects.com

The North Sea: reclaiming Britain’s offshore legacy before the lights go out

The death of Sir Ian Wood on 26 July, and bp’s announcement on 31 July that it will sell its North Sea assets, mark the end of an era. In 1967, Sir Ian took

000

Robin Mills @robinmills.bsky.social · 04/08/2026

What do you do when the Strait of Hormuz is blocked and you can't export gas? Bypass pipelines don't work, so... LNG outside the Strait Chemicals by train & truck to port Gas by wire (electricity) Gas by cable (data) #energysky

thenationalnews.com

How UAE's Adnoc is building a gas strategy beyond the Strait of Hormuz | The National

While there's hope the waterway will soon reopen to normal commerce, the perception of threat remains

100

Robin Mills @robinmills.bsky.social · 02/08/2026

Iran & Oman are talking about a plan to re-open the Strait of Hormuz. The Sultanate has been the big economic gainer from the war. How did it do that? Is that going to continue? @gulfstatesinst.bsky.social #energysky agsi.org/analysis/oma...

agsi.org

Oman in the War - AGSI

Oman has benefitted from the U.S.-Israeli war with Iran, but continued conflict and Oman’s highwire neutrality balancing act mean that the sultanate’s economic windfall is still in danger.

123

Robin Mills @robinmills.bsky.social · 23/07/2026

Gulf oil & LNG shipping fleets are a key asset, have become an essential strategic tool during the war - but also a target With the renewed threat in the Bab Al Mandab, will the Gulf NOC tankers keep sailing? www.agbi.com/opinion/ship...

agbi.com

The high-stakes tanker trade that keeps oil flowing through Hormuz

Strategic control of ships – especially oil tankers – is a critical factor in the next phase of the struggle for the Strait of Hormuz

020

Robin Mills @robinmills.bsky.social · 21/07/2026

The deaths of Emir Hamad & Abdullah Al Attiyah mark the end of Qatar LNG's golden era. Expansion plans and market oversupply already meant change and challenge for Qatar's LNG sector. Now it contends with physical danger agsi.org/analysis/qat... #energysky @gulfstatesinst.bsky.social

agsi.org

Qatar LNG Past & Future - AGSI

As Qatar looks to the future, it will have to assess the battered landscape of the global LNG industry, reassure its customer base, and rethink its approach for a very different market.

031

Robin Mills @robinmills.bsky.social · 13/07/2026

Ukraine's refinery offensive is draining the Russian war machine - 90% of Russia's pre-war refining capacity now within range of Ukrainian drones & missiles - July refining output more than 40% below pre-war levels

thenationalnews.com

Ukraine's refinery offensive is draining the Russian war machine | The National

The latest phase of the war is disrupting fuel supplies at home while tightening refined product markets abroad

111

Robin Mills @robinmills.bsky.social · 17/06/2026

The Hormuz war has bent the global metals industry out of shape #energysky @thenationalnews.com www.thenationalnews.com/business/ene...

112

Robin Mills @robinmills.bsky.social · 15/06/2026

The Strait of Hormuz may be about to reopen - but Gulf countries want to make sure it doesn't matter again. The great rerouting and the new spaghetti junction of pipelines, roads and rail gulfif.org/rerouting-th... #energysky

gulfif.org

Rerouting the Gulf Economy - Gulf International Forum

One simple maritime channel is being transformed into a spaghetti junction. Expanded and new pipelines, roads, railways, and ports are sprouting across the Gulf in...

010

Robin Mills @robinmills.bsky.social · 11/06/2026

What would Abdullah bin Hamad Al Attiyah, architect of Qatar's LNG industry, who died last month, have thought of the current crisis and the impending glut? www.energyconnects.com/opinion/thou... #energysky

energyconnects.com

The Ras Laffan reckoning: the reshuffling of the global LNG map

In his latest column, Robin Mills examines the impact of recent attacks on Qatar’s LNG infrastructure and the temporary closure of the Strait of Hormuz on

000

Robin Mills @robinmills.bsky.social · 25/05/2026

What has Julius Caesar's victory at Alesia in 52 BCE got to do with the Gulf blockades? (hint: not the strategic acumen of the combatants)

100

Robin Mills @robinmills.bsky.social · 17/05/2026

The world's oldest pearl testifies to 8000 years of Gulf trade Now Strait of Hormuz disruption is forcing Gulf transit towards pipelines and rail Maritime trade routes are re-orienting towards land The land routes are more expensive and not always practical, but the Strait's importance is eroding

100

Robin Mills @robinmills.bsky.social · 11/05/2026

www.thenationalnews.com/business/ene... @thenationalnews.com #energysky Why is oil so cheap? - Unpublicised release of China strategic stocks - Petrochem & aviation demand destruction - Refiners cutting back runs (but have to buy eventually) - Overly optimistic views of rapid re-opening of Hormuz

thenationalnews.com

Don't be fooled by cheap oil | The National

During the Iran war, Brent crude averaged $101 in March, $118 in April and under $106 so far this month

021

Robin Mills @robinmills.bsky.social · 02/05/2026

- The UAE’s departure demonstrates a different view of the future of oil, and how to respond. - OPEC kept strict production cuts in place for too long - UAE wants to bring hydrocarbons to market ahead of weakening long-term demand www.agbi.com/opinion/ener...

agbi.com

Why the UAE left Opec

War and political tensions are not the reason for the UAE’s decision to leave Opec – its price and output goals are now in its own hands

000

Robin Mills @robinmills.bsky.social · 28/04/2026

UAE leaves OPEC. As I discuss with @cnn.com - Reflects long-standing UAE aims to grow oil output - Good timing as no-one can produce at max now anyway - Sets up UAE for higher post-war production and inward investment @columbiauenergy.bsky.social @qamarenergy.bsky.social #energysky

121

Robin Mills @robinmills.bsky.social · 17/04/2026

The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty. /1

100

Robin Mills @robinmills.bsky.social · 17/04/2026

The best way to make this energy crisis a short one is to plan for it to be a long one @energyconnects_ - Protect low-income consumers - Don't subsidise energy - Don't ban fuel exports - Boost EVs, public transport, renewables, nuclear restarts - Step up domestic E&P & storage

110

Robin Mills @robinmills.bsky.social · 10/04/2026

Is the Iran ceasefire actually holding? My @columbiauenergy.bsky.social colleagues @professorkaren.bsky.social @richardmnephew.bsky.social and I make sense of a fast-moving situation—contested terms, a strait under Iranian control, and energy markets under serious strain #energysky

youtube.com

Five Weeks of Conflict with Iran: Trajectories, Risks, and Global Implications

YouTube video by Center on Global Energy Policy

010

Robin Mills @robinmills.bsky.social · 01/04/2026

In this episode of the Iran Conflict Brief with @columbiauenergy.bsky.social , I speak with host Daniel Sternoff to provide a view from the ground in Dubai.

Image of the city of Tehran with mountains in the background and an Iranian flag flying over it

111