Features
Market outlook: beyond the chokepoint: how the Middle East conflict is triggering a global energy reset
Four months after the Middle East conflict upended the world’s most critical transit chokepoint — the Strait of Hormuz — the global energy system is undergoing a profound structural reset. While the US-Iran memorandum of understanding (MoU) has successfully defused immediate supply shock anxieties, the market’s focus remains firmly on creating a new, post-war energy landscape that is resilient, secure and sustainable.
Explained: the global scramble to refill oil reserves and boost gas supplies
Energy security is re-emerging as one of the key forces behind global oil and gas markets today, and shipping disruptions in the Strait of Hormuz following the US-Iran war have made governments and companies prioritise resilience over efficiency.
The conflict has disturbed long-established trade routes, prompting nations to invest in alternative supply routes and infrastructure, and to diversify their sources of crude oil, natural gas, and LNG. Moreover, traders have reported burning through..
