![This handout image taken by the European Space Agency, captured by the Copernicus Sentinel-2 satellite, shows a view of Iran's Kharg island. [AFP]](https://uskenergy.com/wp-content/uploads/2026/03/Representational-Image-2026-03-14T174826.509-2026-03-cfb0244d80bdb96caafe790a619f1ef9-310x165.avif)
If the conflict intensifies and Kharg’s export facilities become targets, the result could be a severe supply disruption that drives oil prices sharply higher and destabilises energy markets worldwide. In most wars, geography quietly shapes the outcome. In the escalating confrontation between Iran, Israel, and the United States, one small …
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Disputes Between Baghdad and the Kurdistan Region May Limit Demand for Northern Iraqi Crude On March 17, 2026, Iraq’s federal government and the Kurdistan Regional Government agreed to resume crude exports through the northern segment of the Iraq-Turkey Pipeline to Turkey’s Mediterranean port of Ceyhan. By March 18, shipments had commenced, with …
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The crisis has shifted from a logistical bottleneck to a structural supply shock, with far more severe implications for global energy stability On March 18, Israel struck Iran’s South Pars gas field and the onshore processing hub at Asaluyeh in Bushehr province, marking a major escalation in the conflict begun by the …
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Iran’s hydrocarbon sector, which holds the world’s fourth-largest oil reserves and second-largest natural gas reserves, remains structurally significant to global energy markets. However, it is increasingly constrained by domestic macroeconomic pressures and external trade frictions. As of early 2026, rapid currency depreciation, persistently high inflation, recurring gas shortages, and episodic …
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Helium Is Vital to Semiconductor Manufacturing, Aerospace Industries, and Medical Infrastructure Such as MRI Scanners An overlooked consequence of the U.S. and Israeli conflict with Iran is the shock to global helium trade. While headlines have focused on oil price spikes and liquefied natural gas disruptions, helium extracted as a byproduct of …
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For India, the challenge will be to pursue connectivity ambitions while carefully managing the geopolitical risks associated with a volatile West Asia The India-Middle East-Europe Economic Corridor (IMEC), announced during the G20 summit in New Delhi in September 2023, is one of the most ambitious connectivity initiatives linking Asia, West …
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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 …
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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 …
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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 …
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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 …
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