Geographic Spotlight: Sudan

Thursday, May 7, 2026. Sudan is a cautionary tale. Pre-war (April 2023): 70,000 bbl/d. Now: 30,000 bbl/d. 57% collapse. Heglig field (largest) lost 20,000-25,000 bbl/d due to shutdowns and damage. Energy Minister: 50% production loss since war start. Oil infrastructure is frontline asset. Rival factions broker temporary truces to maintain minimal flows. Refineries shut down. Fuel shortages widespread. War cost billions in lost revenues. Sudan's crisis marginalized in global markets — doesn't threaten world energy security. South Sudan spillover: sharing fields/pipelines, facing similar disruptions but targeting 100,000 bbl/d ramp. Sudan in productive paralysis.