The US-Iran interim peace deal has not formally collapsed. But it has been overtaken by the very disputes it was supposed to manage, thrusting the oil market back into supply uncertainty three weeks after it had begun pricing a return to normality, writes Vandana Hari in her latest column.
The 4th of July this year marked the US’s 250th birthday. For almost exactly half that time, it has been the champion of global energy. With a bold shift toward next-generation technologies, the US has a historic opportunity to secure its leadership and ensure that it continues to outpace its rivals in the next energy century.
In the latest episode of the Energy Connects podcast, host Chiranjib Sengupta talks to Vandana Hari, Founder & CEO of Vanda Insights and Energy Connects columnist, explores the uneven recovery of oil flows following the US–Iran peace deal. Highlighting how oil markets are cautiously moving towards normalcy despite persisting uncertainty around the Strait of Hormuz, Vandana warns against reading too much into short-term data. She also discusses ongoing geopolitical risks, the role of strategic reserves in stabilising prices, and why oil did not surge to levels beyond $120 during the crisis. The conversation also looks at diversification of supply routes and offers a pragmatic outlook on long-term oil demand, highlighting its continued importance in meeting rising global energy needs.
A spectre is haunting Europe: the spectre of a stalled green transition. There is a piece of legislation moving through the institutions in Brussels that most people have never heard of. One that will shape how the Old Continent heats its homes, powers its factories and manages its energy costs for the next decade and beyond.
Windfall profits in the wake of the Iran war are reshaping investment strategies among supermajors, driving renewed focus on geographic diversification, natural gas, and operational efficiency technologies. In his latest column, Gaurav Sharma examines how the industry is deploying capital in response to heightened geopolitical risk and market volatility.
In his latest column, Robin Mills examines the impact of recent attacks on Qatar’s LNG infrastructure and the temporary closure of the Strait of Hormuz on global gas markets. The developments come at a critical moment for LNG supply growth, with implications for prices, project timelines, and longer-term market dynamics.
The oil market is no longer reacting to uncertainty — it is running out of buffer. As inventories fall towards critical lows and supply disruptions persist, warnings from global institutions and industry leaders are becoming harder to ignore, writes Vandana Hari in her latest column. The question is no longer whether markets are at risk, but who these alerts are really aimed at, and why the response remains so muted.
As artificial intelligence platforms make their presence felt across energy, petrochemicals and heavy industries, a fascinating and potentially lucrative facet of this shift is coming into the foreground – agentic AI, writes Gaurav Sharma in his latest column.
Modern commentators think of OPEC entirely as a market management mechanism, often referring to it as a cartel. But for the first 22 years of its existence after 1960, it did not apply production quotas. It was only in 1982 that OPEC introduced quotas to share the market between its members. Apart from brief periods of breakdown, it has kept that role ever since, writes Robin M. Mills in his latest column for Energy Connects.
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