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Middle East Conflict

Middle East Conflict

Simon Flowers 1 (1) — The cost of energy supply chain bottlenecks on the global economy

The Strait of Hormuz has been effectively closed for three weeks. With around 15 million barrels per day of oil exports and 11 billion cubic feet of gas normally passing through the Strait wiped from global markets, the world continues to grapple with the collapse of trade through the Strait of Hormuz and mounting infrastructure damage.

VimeoMedia_1177602343_04-04-2026_22-15-48_639108576000000000.jpg — Navigating the new energy landscape with supply security and diversification

In this Energy Connects Discussions, Chiranjib Sengupta sat down with Peter Parry, Chairman for Global Energy and Natural Resources at Bain & Company, to examine how the Middle East conflict is reshaping global energy markets. As uncertainty intensifies, the conversation explores the growing importance of energy security, localised supply, and investment acceleration. The discussion also highlights the need for diversified energy sources, regulatory adaptability, and greater system resilience...

Aerial View Container Cargo Ship Maritime Freight 2025 01 07 20 09 04 Utc — India, Hormuz, and the imperative of energy diversification

The Strait of Hormuz remains the world’s most consequential energy chokepoint. Nearly 21 million barrels per day of oil— about one-fifth of global consumption — passes through this narrow maritime corridor connecting the Gulf to the Indian Ocean. For India, which imports roughly 85 percent of its crude oil, instability in this region represents a persistent macroeconomic vulnerability.

From volatility to resilience: rethinking energy security

As volatility grips global energy markets, this episode of the Energy Connects Podcast explores how the Middle East conflict is redefining the definition of energy security. Host Chiranjib Sengupta speaks with Joe McMonigle, President and CEO of the Global Center for Energy Analysis and former Secretary General of the International Energy Forum, to examine the growing spotlight on resiliency across the global energy system. With the Strait of Hormuz under threat, the discussion highlights supply chain vulnerabilities, strategic reserves, infrastructure protection, and the need for diversified energy systems. McMonigle also offers key insights into how governments and industry are adapting to a security-first energy landscape.

H.E. Dr Sultan Al Jaber: weaponising Hormuz is economic terrorism against every nation

His Excellency Dr. Sultan Al Jaber, UAE Minister of Industry and Advanced Technology, Managing Director and Group CEO of ADNOC, Chairman of Masdar and Executive Chairman of XRG, said on Monday weaponising the Strait of Hormuz is an act of economic terrorism that carries a global impact far beyond energy markets.

H.E. Dr Sultan Al Jaber: energy infrastructure should never be a target

Oil and natural gas prices surged on Thursday after the world's largest natural gas field in Qatar and key energy infrastructure across the Gulf states came under attack from Iran amid the continuing Middle East conflict. Amid the escalating attacks, HE.. Dr Sultan Al Jaber, UAE Minister of Industry and Advanced Technology, and Managing Director and Group CEO of ADNOC, said on Thursday that energy infrastructure should never be a target.

The 110 BCM risk: how the Middle East conflict is reshaping global LNG outlook

As the Middle East conflict enters its third week, global energy markets remain on the edge. In this episode of the Energy Connects Podcast, host Chiranjib Sengupta speaks with Anne-Sophie Corbeau, Global Research Scholar at the Center on Global Energy Policy, Columbia University, to examine the impact on LNG and natural gas markets. With around 110 billion cubic metres of LNG flows through the Strait of Hormuz disrupted, Asia faces the greatest exposure while Europe risks tighter supplies during its critical storage injection period. Anne-Sophie also explores market resilience, shifting LNG trade flows, and how prolonged disruption could reshape global energy security and the industry’s long-term outlook.

Resilience and recovery: navigating a new era of global energy security

The resilience of the global energy system, energy security and supply strategies will be in the spotlight for the foreseeable future as the war in Iran sends global energy prices soaring. With the Middle East conflict running through its second week, the focus of the global energy ecosystem has moved from immediate market shocks to a more fundamental assessment of global energy resilience, according to a panel of global energy experts who took part in a recent webinar organised by Energy Connects.

Explained: G7 announces historic release of emergency reserves

G7 economies and the International Energy Agency on Wednesday agreed to release a record 400 million barrels of oil from their strategic stockpiles to combat the volatility in global oil prices, as the Middle East conflict showed no signs of abating in its second week. The IEA said all 32 member countries backed the move, the sixth coordinated stockpile release since the 1970s. US Energy Secretary Chris Wright said Washington would contribute the bulk of ‌the supply, by supplying 172 million barrels.

Middle East conflict: understanding the impact on energy markets

The global energy landscape is at an inflection point with the ongoing Middle East conflict, with the Strait of Hormuz at a near-total standstill and approximately 25% of global oil and LNG flows at risk. From oil and gas force majeures and LNG production shutdowns to export restrictions and overflowing storage facilities, the fast-paced developments since the beginning of the Iran war signal the return of the geopolitical risk premium to the forefront of market pricing. In this exclusive Energy