Energy Market

As Iran war enters 11th day, government prioritises household gas supply, boosts LPG output and invokes Essential Commodities Act amid concerns over potential shortages. New Delhi: Prime Minister Narendra Modi Tuesday met External Affairs Minister S. Jaishankar and Petroleum Minister Hardeep Singh Puri to review India’s oil and gas situation …

The Strait of Hormuz Carries Roughly 20 Percent of Global Liquefied Natural Gas Trade and a Similar Share of Seaborne Oil The escalating conflict between the United States, Israel, and Iran has triggered one of the most significant disruptions to global energy markets in recent years. After U.S. and Israeli …

Even Limited Damage Can Force Shutdowns, Suspend Exports, and Trigger Panic Across Energy Markets The Gulf Cooperation Council states—Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates—long have sustained global energy stability. As the conflict with Iran expands, it directly threatens Persian Gulf oil and gas infrastructure and …

In late February 2026, the United States and Israel launched a major military campaign against Iran in response to what both governments described as pending security threats, including concerns related to Tehran’s nuclear program and missile capabilities. The operation involved a series of coordinated airstrikes targeting Iranian military and strategic …

A soft closure of the Strait of Hormuz can inflict much of the same damage as a declared blockade The February 28 US-Israeli strikes on Iran have turned a regional military confrontation into a global market shock. The conflict has begun to reprice energy, shipping, insurance, aviation, and financial risk.  For global …

Doha Converted Gas Revenue Into Global Influence and Marketed Itself as the Supplier That Delivers Even During Turbulence Qatar reads Iran-U.S. tensions through the blunt logic of self-preservation. Doha worries less about “regional instability” than about losing the conditions that let it build an liquefied natural gas empire with limited regional contestation. …

Reports in major outlets that Tehran has floated a “commercial bonanza” to the Trump administration should be understood less as an investment roadmap than as a survival strategy. As Donald Trump’s 10-to-15-day deadline for a “meaningful” deal with Iran enters its decisive phase, Iranian officials appear to be reframing diplomacy …

Changes in One Producer’s Political and Economic Conditions Can Ripple Across Global Energy Markets On February 10, 2026, Bloomberg reported that traders shipped Venezuelan crude oil to Israel’s Bazan Group, the country’s largest refinery operator in Haifa. The cargo marks the first Venezuelan delivery to Israel since mid-2020, when Israel imported approximately …

Importers Benefit, but Transparency Suffers, and Price Gaps Widen with the Spread of Cheap Sanctioned Oil China’s independent refiners, known as “teapots,” increasingly are replacing Venezuelan crude with Iranian oil. This shift shows how sanctions pressure, commercial reality, and geopolitics now shape global oil flows more than formal rules. As U.S. enforcement …

President Donald Trump’s response to Iran’s recent unrest appears to reflect a strategy of gunboat diplomacy: the use of military pressure, rhetorical escalation, and economic coercion to extract concessions without committing to war or formal regime change. Iran’s currency plunge in late December 2025 sparked nationwide protests that quickly escalated …