Crude prices fall as markets price out West Asia conflict risk. Analysts say India could benefit through lower import bill, easing inflation and improved energy security. New Delhi: The US-Iran peace agreement and the subsequent reopening of the Strait of Hormuz could help ease global energy supplies, lower crude prices and provide relief …
Read More »How Iran-Israel-U.S. Tensions May Reshape the GCC’s Energy Transition
The escalation involving the United States, Israel, and Iran has renewed attention on the energy-security vulnerabilities of the Gulf Cooperation Council (GCC) states: Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. The conflict has affected maritime confidence around the Strait of Hormuz, one of the world’s most …
Read More »When gas becomes a battlefield: Qatar’s LNG disruption marks a new era of energy warfare
QatarEnergy’s force majeure declaration crystallises a broader shift in global energy markets toward fragmentation and securitisation. The disruption has intensified market tightness, driven price volatility, and exposed the vulnerability of critical infrastructure to geopolitical conflict QatarEnergy’s March 24 declaration of force majeure on parts of its long-term LNG contracts marks …
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 Retaliation Disrupts Liquefied Natural Gas Markets, Threatens Global Energy Security
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 …
Read More »Will Qatar Maintain Its Liquefied Natural Gas Edge After an Iran War?
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. …
Read More »Geopolitics in Transit: U.S. Becomes Key Gas Player in Turkey
Turkey’s Growing Reliance on U.S. Liquefied Natural Gas Represents a Purposeful and Strategic Policy to Improve Energy Security As Turkey’s second-largest supplier of liquefied natural gas this past winter, the United States has become a significant player in the country’s gas industry. By topping five billion cubic meters and surpassing more established …
Read More »Deepening Iraq-Azerbaijan Relations in Energy and Diplomacy
The Rapid Growth of Ties Between the Two Countries Shows How Ossified Divisions That Once Marked the Regions Are Breaking Down Azerbaijan and Iraq are less than 400 miles distant but through much of recent history, they might have been on the other side of the world. With Azerbaijan incorporated …
Read More »Trump’s energy imperatives
Increased oil supplies will moderate prices. But renewable energy will now have to compete with fossil fuel industryBy Richa Mishra ticking to his narrative of “Drill, Baby, Drill”, on January 20 Donald Trump, after taking office as the American President for the second time, declared National Energy Emergency. The objective of …
Read More »Navigating U.S.-Türkiye Relations: Key Challenges and Prospects After the 2024 Election
The U.S.-Turkey relationship faces considerable challenges and opportunities during Trump’s second term, emphasizing defense cooperation, economic ties, and regional security. Observers in Ankara are cautiously optimistic that Trump’s transactional diplomacy could help resolve contentious issues, leveraging common interests in this crucial bilateral relationship despite the complex geopolitical environment.[1] The personal …
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