What once looked like diversification for both now feels like necessity. The relationship is no longer just about barrels moving from one port to another; it is increasingly about managing shared risks, building joint infrastructure, and aligning long-term strategies The Iran-Israel war of 2026 has not only disrupted global energy …
Read More »How Will the Gulf Arab Economies Change Post-War?
Recovery Will Not Be Simply a Return to the Old Model, Now That Gulf States Are Diversifying Their Energy and Economies After Israel and the United States attacked the Islamic Republic of Iran on February 28, 2026, the Islamic Revolutionary Guard Corps responded with missiles and drones targeting oil facilities, …
Read More »The immense cost of Iran’s nuclear program
Erfan Kasraie- DWIran insists that its nuclear program is for peaceful, civilian purposes, including energy production. But the figures and statistics paint a different picture. he peace talks between the United States and Iran in Islamabad failed to deliver an agreement, with one key issue proving to be the main sticking …
Read More »Non-oil boom masks deeper risk as Saudi growth still hinges on state spending
Saudi Vision 2030 deploys several policy instruments to reduce dependence on hydrocarbons. Central among them is the Public Investment Fund (PIF), which serves as the primary capital engine for diversification by investing in strategic sectors such as tourism, entertainment, mining, logistics, renewables, and advanced manufacturing. These investments are complemented by …
Read More »Kharg Island: The oil lifeline that could ignite a global energy shock
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 …
Read More »South Pars Strike Marks Major Step in Persian Gulf Energy Warfare
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 …
Read More »Iran’s Energy Sector Facing Structural Economic Strain
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 …
Read More »Why the Iran-Israel War Matters for the World’s Helium Supply
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 …
Read More »IMEC in the crossfire: How an Iran-Israel war could reshape India’s West Asia strategy
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 …
Read More »PM reviews oil, gas supply as analysts warn reliance on imports leaves India open to war disruptions
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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