Geopolitical report: June 2026
Energy markets no longer operate in isolation.
From tensions in the Strait of Hormuz to shifting US-China relations, geopolitical events are reshaping energy security, industrial competitiveness and market stability across Europe.
Montel's June 2026 Geopolitical Report brings together expert analysis from leading energy, market and geopolitical specialists to help you understand the risks, opportunities and market impacts ahead.
What's inside the report?
Europe squeezed between China and the US
Explore how a changing global power balance is narrowing Europe's strategic options and creating new challenges for energy security, trade and competitiveness.
Why energy fragmentation is a security risk
Learn how Europe's fragmented energy system could undermine resilience and what policymakers need to do to strengthen collective security.
The real drivers of industrial demand destruction
Discover why high energy prices tell only part of the story behind Europe's industrial slowdown.
The future of Sino-European relations
Understand the risks of de-risking from China without building viable alternatives and what this means for Europe's energy transition.
Hybrid warfare and energy markets
See how energy systems have become a frontline in modern geopolitical competition and why resilience matters more than ever.
Gas market outlook
Get the latest analysis on LNG supply, storage levels, Russian gas flows and the factors shaping European gas markets this summer.
Why download this report?
You'll gain:
Expert geopolitical and energy market analysis
Insights into emerging risks and market trends
Strategic perspectives on Europe's energy future
Actionable intelligence to support better decision-making
Whether you work in energy trading, utilities, policy, industry or risk management, this report will help you stay ahead of the developments shaping Europe's energy landscape.