Libya Desk

𝗟𝗶𝗯𝘆𝗮 𝗗𝗲𝘀𝗸 𝗠𝗮𝗿𝗸𝘀 𝗦𝗲𝘃𝗲𝗻 𝗬𝗲𝗮𝗿𝘀 In political risk, longevity is proof of capability. It reflects the ability to navigate complexity, adapt to constant change, and deliver through uncertainty. Over the past seven years, we have supported clients across due diligence, market entry, project delivery, and political risk advisory, operating at the centre of Libya’s most challenging environments. Alongside this, we have maintained consistent output, with seven years of political reporting and five years of energy reporting through our flagship subscription products, widely read by stakeholders and those operating in Libya. A track record built on consistency, access, and delivery. Thank you to our clients and partners for your continued trust.

🔴 Exclusive: Sources have confirmed to Libya Desk that five Libyan figures have been proposed for sanctions to the UN Security Council. The names and accompanying information packages have reportedly been circulated among member states for assessment and review.

🇱🇾 The Boulos process is creating the next Libyan reality. thegeopoliticaldesk.com/the-boulos-pro…

Just to add the credibility of the report below: According to the most official and most recent data, BGN still officially lifts 12% of Libya’s crude exports (ain’t exactly small). On top of that, another 46% is lifted by smaller names, some of which may well be BGN affiliates. Conclusion: Libya oil watchers ought to scrutinize BGN’s role circa 2026. In a March 2025 report from the FT, BGN itself did admit to using an obscure Emirati vehicle called 2E International DMCC in Libya. So it is entirely possible that BGN uses other placeholders in Libya. All of this stands in sharp contrast to a February 19, 2026, news article that described BGN as “previously a key exporter of Libyan crude.” “Previously” is inaccurate. That whole narrative that BGN has been somehow displaced in Libya is garbage.

An energy war has been silently playing out in Libya and @thegeopoldesk’s investigation reveals for the first time, how a network of Libyan officials across western and eastern Libya and BGN have dominated it. #OOTT

For years, traders have been left asking the same question: how did a relatively small company like BGN come to dominate Libya’s oil market? We have received countless enquiries trying to make sense of it. For the countless traders who have been accusing Libya’s barrel allocation of being unfair, you’re not wrong. @thegeopoldesk’s investigation unravels what could be one of Libya’s most entrenched systems of state capture, where access to oil is shaped by networks rather than markets. Full story below 👇🏽 #OOTT

🇱🇾 BGN was supposed to be out of Libya. Western traders were said to be taking over. That narrative is wrong. Our investigation shows BGN never left. It adapted. On paper, it lifts a few cargoes. In reality, it is controlling and trading over half of Libya’s barrels through a network of proxies, often at discounted prices that outcompete rivals. This is no longer about access. It is about control. And right now, BGN is winning. Full story ⬇️ thegeopoliticaldesk.com/the-return-of-…

🔴 So much focus on Arkenu, yet it isn’t even the biggest player in Libya’s energy scene, far from it. Behind the headlines sits a web of parallel networks and setups. The largest revolves around BGN, which in reality is lifting the majority of Libya’s cargo flows through a system few fully see. We map how it all works, who’s involved, and why this is the real story. Full investigation 👇🏽 thegeopoliticaldesk.com/the-return-of-…

🔴 EXCLUSIVE: Representatives of Saddam Haftar and Abdulhamid Dabaiba set to meet this week for technical talks on unification. thegeopoliticaldesk.com/haftars-and-da…

🇸🇩 A visual investigation of the war in Sudan. Four maps by @ThomasVLinge tracing the different stages of the conflict, breaking down how the battlefield has evolved over time. Raw data available for download for researchers and analysts. thegeopoliticaldesk.com/a-visual-inves…

Marking the third anniversary of the war in Sudan 🇸🇩 with a brief overview of the different phases of this brutal conflict, and what they looked like on the map.

@LibyaDesk For those interested in a free trial, use link below to gain access to our exclusive reporting. thegeopoliticaldesk.com/membership

Following progress on the security and economic track, representatives of the LNA & GNU are due to meet and discuss what a unified government and new Presidential Council will look like. Full story below 👇🏽

🇱🇾 The U.S. has successfully brokered a unified budget agreement in Libya, set to be signed next week in Tunis. thegeopoliticaldesk.com/boulos-catches…

تستضيف دولة ليبيا منتصف الشهر الجاري التمرين العسكري " فلينتلوك 2026 بإشراف القيادة الأمريكية في إفريقيا AFRICOM وبمشاركة إفريقية ودولية واسعة.

New unified budget to be announced next week and new round of political talks. Full story @thegeopoldesk ⬇️

🔴 Exclusive: Libya’s quiet deal shaping the next phase The GNU and LNA have agreed on a unified budget under U.S. embassy oversight, set for approval by both the HCS and HoR. This isn’t just technocratic progress. It’s a recalibration of Libya’s power-sharing model. And Arkenu sits at the centre of it. Its so-called “termination” is not a crackdown on corruption or a collapse. It is part of the same negotiation process reshaping who controls revenue, contracts, and oil flows. Full story: thegeopoliticaldesk.com/the-full-story…