Tag Archives: Israel

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 …

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 …

By Brian Spegele If President Trump follows through on his threat to attack Iranian power assets, the strikes would almost certainly target plants in the country that generate electricity from natural gas. Around 80% of power generation in Iran came from natural gas as of 2023, according to the International …

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 …

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 …

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 …

The Regime May Still Hold the Center, but Holding the Center Is Not the Same as Maintaining State Capacity The February 28, 2026, U.S. and Israeli air strikes have not yet ended the Islamic Republic, but they have weakened the Iranian state’s ability to govern. State failure does not begin …