Energy geopolitics analyst | Founder, Energy Straits | Istanbul-based advisory on energy security across Europe & the Middle East
Istanbul 🇺🇸🇹🇷
Joined February 2011
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John V. Bowlus, PhD retweeted
Washington is backing a proposal to rehabilitate a 1952 pipeline that may never carry a single barrel of oil.
So how is Iraq using it to strengthen its bargaining position across the region and beyond?
Our non-resident fellow @johnvbowlus explains.
Delighted to share my latest analysis for @Badilmedia, explore how Iraq is using pipeline proposals to strengthen its bargaining position with Türkiye, the Kurdistan Regional Government, and the United States: thebadil.com/analysis/influe…
John V. Bowlus, PhD retweeted
"If fully implemented, these projects would significantly expand the Kurdistan Region’s gas production capacity to around 1 billion cubic feet per day over the second half of the decade" @johnvbowlus @KrdChronicle kurdistanchronicle.com/babat…
Asia is already engineering its way out of the Hormuz trap. open.substack.com/pub/energy…
My latest piece for Energy Straits traces the Reagan parallel — the pipeline diplomacy, the allied fractures, the Saudi windfall no one engineered — and asks what it means for energy dominance today.
energystraits.substack.com/p…
Iraq's pipeline problem is fifty years old. Hormuz makes it urgent.
New on Energy Straits — how the IPC's 1972 commercial squeeze and a Syrian transit dispute explain why a Baghdad-Ankara pipeline deal is now inevitable.
energystraits.substack.com/p…
John V. Bowlus, PhD retweeted
Infrastructure is the most durable form of strategic deterrence, argues John V. Bowlus. foreignpolicy.com/2026/04/27…
My latest - will the US still want to defend the Gulf if it can’t secure it? open.substack.com/pub/energy…
The Strait of Hormuz is unlikely to “reopen” cleanly.
My base case: 2–4 months of disrupted transit, even with continued U.S. pressure on Iran.
The real risk is something more durable: persistent insecurity in global energy flows.
Full analysis: energystraits.substack.com/p…
Turkey extends Russian gas imports for a year as it plans US investment reuters.com/business/energy/…
Well overdue and taken on the strength of a rising profile in regional energy flows
futureuae.com/en-US/Mainpage…
Turkey plans IPOs for state energy companies, minister says reuters.com/business/energy/…
Climate Investment Funds board backs $1 bln Turkey grid upgrade plan reuters.com/business/energy/…
Such an easy problem to solve if there is political will, which comes from mutual economic gains. Turkey's latest round of deals make this more likely than ever, but still unlikely - have to see it to believe it reuters.com/world/greece-tur…
Turkey to send ship to search for oil and gas off Somalia coast reuters.com/business/energy/…
Turkey becomes Europe's largest coal-fired electricity producer reuters.com/business/energy/…
Turkey signs long-term LNG deal with ExxonMobil - Reuters - goo.gl/alerts/c392GK #GoogleAlerts
Turkey Seeks Exxon LNG Deal as Key Gas Contracts Expire energyintel.com/0000018f-4d9…
Long overdue but nonetheless welcome. Turkish state energy company BOTAS and Egypt's natural gas company (EGAS) held talks during President Tayyip Erdogan's Cairo visit and agreed to deepen cooperation, BOTAS said on Thursday. nasdaq.com/articles/turkeys-…
Modern human history (last ~2000 years or so) is essentially driven by two militant empires: the Romans and the Mongols. The Ottomans are the only power who temporally synthesized these two empires. #RomanEmpire #MongolianArmy #Ottoman #history