New Gas from Absheron Will Not on Its Own Transform Europe’s Energy Balance, but It Will Add Valuable Supply Diversity On June 1, 2026, during Baku Energy Week, Azerbaijan’s State Oil Company, TotalEnergies, ADNOC International, part of Abu Dhabi National Oil Company, and Turkey’s state pipeline company, BOTAŞ, signed a 15-year natural …
Read More »Kazakhstan and the Iran-Israel war: Navigating risks, opportunities, and strategic neutrality
Kazakhstan, a landlocked Central Asian state with a long-standing multi-vector foreign policy, has been indirectly affected by the 2025–2026 escalation between Israel, the United States, and Iran. The conflict has created both risks and opportunities for Astana. Kazakhstan has tried to preserve pragmatic neutrality while deepening ties with Israel, Gulf states, and …
Read More »Iran war turns India-Saudi oil trade into a strategic partnership
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 »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 »Potential U.S. Strike Targets Include Natural Gas Power Plants
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 …
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 »Iran’s War on Gulf State Energy Infrastructure Reverberates Beyond Oil and Gas
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 …
Read More »Escalation in the Middle East: What Comes Next – Opinion
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 …
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 »As China’s Teapot Refiners Turn Toward Iranian Oil, Sanctions’ Effectiveness Suffers
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 …
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