The UAE’s decision to quit OPEC and OPEC+ is being read primarily through a geopolitical lens. But for oil markets, the more immediate and tangible question is simpler: how quickly can supply normalise once flows through the Strait of Hormuz resume? On that front, Abu Dhabi’s move could prove constructive rather than disruptive, Vandana Hari writes in her latest column for Energy Connects.
Europe is entering the summer months with its energy system under renewed strain. Low gas storage levels, tightening global LNG markets, and growing concerns over aviation fuel supply are testing the continent’s resilience. In his latest column for Energy Connects, Lorenzo Totaro explores how a second global energy shock is exposing Europe's energy security transition.
Coming in with a mandate to maximise value for shareholders, bp’s first female CEO is expected to redouble the supermajor’s efforts towards investing in traditional oil and gas plays. In his latest column for Energy Connects, Gaurav Sharma explores how far she will go.
For now, every day that the Strait of Hormuz remains closed, the world continues to lose about 11 million barrels per day of oil supply out of about 105 million bpd of demand. Also cut off are 20% of the world’s liquefied natural gas, some 40% of nitrogen-based fertiliser exports, 45% of sulphur exports, nearly 39% of helium, about 34% of methanol exports, from 9-15% of polymers, and 22% of non-Chinese aluminium production. Production of these energy-intensive commodities elsewhere will also be slashed by the loss of oil and gas feedstock. The best way to make this into a short-lived crisis is to plan for a long one, writes Robin Mills in his latest column for Energy Connects.
Oil markets have reacted with textbook relief to the announcement of a two-week ceasefire between the United States and Iran — and have likely overreached. Brent’s sharp sell-off — shedding more than $15/barrel within hours of the announcement — reflects a market eager to price out risk before the underlying conditions have meaningfully changed, Vandana Hari explains in her latest column for Energy Connects.
In an exclusive Energy Connects Discussions, Gaurav Sharma, energy analyst and Energy Connects Columnist, discusses the evolving impact of the Middle East conflict on global energy markets. With the Strait of Hormuz at the centre of global energy security concerns, the discussion explores price volatility, supply disruptions, and mounting inflationary pressures across Asia. The conversation also examines the widening gap between physical and paper markets, the risk of demand destruction, and the
As the Middle East conflict enters its sixth day, global gas markets are facing growing uncertainty and disruption. In the latest episode of the Energy Connect podcast, Robin Mills, CEO of Qamar Energy and Energy Connects columnist, discusses with host Chiranjib Sengupta the sharp rise in natural gas prices, the competition for LNG between Europe and Asia, and the broader implications for energy security. They also explore how resilient the global gas sector is in the face of supply disruptions and what the next few years could hold for LNG markets.
As the widening Middle East conflict enter a fifth day, we catch up with Vandana Hari, Founder and CEO of Vanda Insights, in the latest episode of the Energy Connects podcast. In her discussions with host Chiranjib Sengupta, Vandana explores the impact of the ongoing hostilities on global energy markets, from tanker disruptions to rising shipping risks in the Strait of Hormuz. Despite heightened geopolitical tensions, Brent crude has hovered around $80 a barrel, and Vandana explains why fears of oil prices surging into triple digits may be overstated. She outlines likely US mitigation steps, supply risks for Asian markets and why diplomacy remains the key off-ramp to restoring stability.
As tensions escalate around the Strait of Hormuz, in our latest Energy Connects Discussions Vandana Hari, Founder and CEO of Vanda Insights, highlights how energy markets are handling the risk of supply disruption, from LNG curtailments in Qatar to shipping delays affecting Asian buyers. Despite the uncertainty, oil prices have so far avoided a dramatic spike, and Vandana explains why Brent has remained relatively contained. She also explores the likelihood of US intervention to stabilise market
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