Energy Market

Kazakhstan, a landlocked Central Asian state with a long-standing multi-vector foreign policy, has been indirectly affected by the 2025–2026 escalation between Israel, the United States, and Iran. The conflict has created both risks and opportunities for Astana. Kazakhstan has tried to preserve pragmatic neutrality while deepening ties with Israel, Gulf states, and …

As negotiations between the United States and Iran edge toward a possible agreement, Tehran is increasingly signaling that any return to war would look very different from the last. US officials said Thursday that a tentative agreement had been reached in talks between Tehran and Washington and was awaiting President Donald …

No serious policymaker should want an open-ended confrontation in the Strait of Hormuz, but a deal that rewards Iran for closing or restricting the strait would create a long-term problem in exchange for short-term calm The Strait of Hormuz remains one of the world’s most important maritime chokepoints. In normal …

The new pipeline will undoubtedly make UAE less vulnerable to disruptions in Hormuz. The country is also not new to the idea of bypassing the strait. New Delhi: As conflict in West Asia raises fresh concerns over the security of the Strait of Hormuz—the world’s most important oil transit chokepoint—the United …

The UAE’s planned second Fujairah, or West-East, pipeline marks a major shift in Gulf energy security and export strategy. It matters not only because it reduces dependence on the Strait of Hormuz, but because it gives Abu Dhabi more freedom to manage exports, expand production, and strengthen its economic leverage. Announced for …

Baghdad Struggles with Rising Demand, Limited Domestic Generation, and Heavy Dependence on Iran for Fuel SuppliesIraq has been told that the long-awaited Gulf Cooperation Council electrical interconnection project will not arrive on schedule, leaving Baghdad with one fewer option before the summer heat. The project was due to begin operating …

Turkey’s reported plan to submit a bill to parliament asserting maritime jurisdiction over disputed areas of the Aegean and Eastern Mediterranean marks a serious escalation in one of the region’s most sensitive maritime disputes. The proposed legislation would reportedly formalize Ankara’s claims in contested waters believed to contain existing or potential natural …

One week into the United States-Israel war on Iran in late February, missiles shifted towards each belligerent’s fossil fuel infrastructure. By March, President Donald Trump declared he wanted to “take the oil in Iran.” The war quickly devolved into a battle over energy targets and the control of oil prices Though oil …

Restarting Production Requires More than Reopening Valves, Likely Taking Weeks Rather than Days Iraq’s claim that it can restore oil production and exports within seven days of a Strait of Hormuz reopening may reassure markets, but the process would not be simple. Iraqi officials, including Deputy Oil Minister Basim Mohammed …

The most consequential conflicts are no longer fought over land, but over the networks that bind the world together and over who gets to use them, and on what terms In the aftermath of the Iran war, global power dynamics would shift decisively from territorial control to the management of …