oil

  Following the outbreak of the conflict between Iran and the United States in early 2026, the future of global energy supplies took center stage. Although initial fears of shortages caused by geopolitical tensions have subsided, energy traders still find it difficult to predict how supply and demand will evolve. On the supply side, the […]

  The conflict in the Middle East and the disruption of shipping through the Strait of Hormuz have sent shockwaves through global gas markets. Before the war, around a fifth of global liquefied natural gas (LNG) trade transited through the strait, largely from Qatar, the world’s second-largest LNG exporter after the United States. The first […]

  The war in Iran is affecting India beyond the global oil shock and trade disruptions. New Delhi has long viewed the Middle East as part of its extended neighborhood and maintains ties with all key actors in the conflict – Iran, the United States, Israel and the Arab Gulf states. As in the Cold […]

The latest escalation in the Middle East came as a shock to global oil markets. Tensions had been rising, particularly following the largest United States military buildup in the region since the first Gulf War. Markets were increasingly factoring in the possibility of military action, albeit largely assuming a limited event. What followed went well […]

  Since Russia’s full-scale invasion of Ukraine in February 2022, the country has become one of the most heavily sanctioned in modern history. Unprecedented and coordinated measures from the United States, European Union, United Kingdom, Japan, Canada, Australia and other allied countries have targeted nearly every major sector of the Russian economy. Energy exports face […]