Serbia to extend Russian gas deal through October

23 March 2026
Serbia expects to extend its current natural gas supply arrangement with Russia by the end of March, securing deliveries until October under a short-term annex agreement.

Russia’s oil windfall from the Iran war masks a slower decline

23 March 2026
Russia’s oil industry has been handed a short-term reprieve by the war in Iran and the closure of the Strait of Hormuz, but the boost from triple-digit crude prices does not alter the sector’s deeper trajectory, Sergey Vakulenko says.

Has Trump TACO'd on the Iran war?

23 March 2026
Trump's five-day pause on Iran power plant strikes follows the classic TACO pattern of escalate-then-retreat, but analysts warn this war may be the one where the formula breaks down.

Egypt among most ill-equipped to withstand Iran war energy shock long term

23 March 2026
Egypt is among the least equipped to absorb a long-term oil shock owing to weak macro buffers, leaving it highly sensitive to rising import costs, FX pressure, and fiscal strain.

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