The war unfolding in the Middle East for a fourth day has spiralled far beyond a US-Israel-Iran confrontation. Gulf states are now directly exposed. The global economy is entangled. And the longer oil flows from the Middle East remain under threat, the greater the risk that crude surges into triple digits, inflation resurges and recession fears harden, writes Vandana Hari in her latest column.
The Ayatollah is dead, but the danger to Gulf energy supplies has intensified. While the US and Israel pummel Iran, Iranian drones and missiles hit not just Israel, but its Gulf neighbours. So far, energy facilities are not in the cross-hairs – but how long can that last? Robin M. Mills analyses in his latest column for Energy Connects.
In the latest episode of the Energy Connects podcast, recorded amid the ongoing US and Israeli strikes on Iran and Tehran’s retaliatory strikes across the Gulf, host Chiranjib Sengupta speaks with Gaurav Sharma, Energy Connects columnist and independent energy analyst, about the potential impact for global energy markets. They explore Iran’s role in global oil supply, the risks surrounding the Strait of Hormuz, and the psychological impact on shipping and prices. The discussion also considers OPEC+’s output boost, spare capacity, and the implications for LNG flows from Qatar. With geopolitical tensions rising, the episode assesses how the coming days could shape oil prices, market stability and global energy flows.
Despite record results, the industry’s stance for 2026 is more considered than expected, with discipline being the real growth strategy amid surging demand, shifting trade regimes and the uneasy balance between climate ambitions and the “energy addition” pragmatism.
Every time oil prices see a period of extended volatility and Brent threatens to slide below $60 per barrel, an all-too-familiar debate ensues about the impact of such market conditions on US shale production.
Commodities had a good year in 2025. Despite the steady slide in oil, the broad asset class that includes everything from gold to grain and crude to copper overcame tariffs and wars to end more than 15 per cent up in the Bloomberg Commodity Index. One month in, and this year has already delivered plenty of news flow: metals should stay shiny, crude sludgy, while natural gas diverges, writes Robin Mills in his monthly column.
In an exclusive studio interview with Energy Connects at India Energy Week 2026, Vandana Hari, Founder & CEO of Vanda Insights, analysed the outlook for India’s energy sector and key takeaways from India Energy Week. Reflecting on Hon. Indian Prime Minister Narendra Modi’s opening remarks at the event, she highlighted India’s ambition to attract global investments while underscoring the practical challenges of turning policy into action. Vandana discussed the role of gas and LNG in reshaping Ind
The first three weeks of 2026 have delivered a sharp reminder that geopolitics, not balances alone, will set the tone for oil markets this year. The capture of Venezuelan President Nicolas Maduro, US President Donald Trump’s explicit threat of military action against Iran, and Washington’s revived push to acquire Greenland - now spilling into trade tensions with Europe - have together reinforced a core reality for traders and policymakers alike: supply uncertainty is back front-and-centre, even as prices appear deceptively calm.
There can be no energy security without climate security. Wild weather will hit offshore oil platforms and wind turbines, electricity cables and hydroelectric dams. Rising seas will flood petroleum refineries and nuclear power plants. Merciless heat waves will bring blackouts. But those who acknowledge the severity of the climate crisis still have genuine, well-founded concerns over the costs and risks of a very rapid shift to a low-carbon energy system, writes Robin M. Mills in his latest monthly column.
In his latest column for Energy Connects, Gaurav Sharma explores how, as the world’s third-largest consumer of electricity, India remains on track for 500 GW of non-fossil capacity by 2030, and why it’s a seismic shift that’s been decades in the making.
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