Gas is indispensable. Underinvestment leaves markets vulnerable. Security of supply must be central to policy, not an afterthought.
Browsing: Energy
Moscow avoids direct confrontation but gains from energy prices, signals US overstretch, and strengthens its hand in Ukraine negotiations.
A 10% energy price rise would increase global inflation by 40 basis points. Asian states pivot to nuclear, coal, and renewables amid crisis.
“The conflict is not merely a regional security issue, but a transformative event likely to reshape global energy markets.”
“The Kremlin stands to gain much from war in the Persian Gulf.”
“An oil tanker does not have to sink for a weakened Iran to gain leverage. It only has to turn around.”
“North African history is in part one of food and energy price shocks translating into political instability.”
“Washington and Tehran seem to be trapped in cycle of escalation over the strait and the five-day grace period is fragile.”
Iran war endangers 55% of global population in Yuxi Circle through energy and fertilizer supply chain disruptions.
Hormuz Strait’s 20 million daily oil barrels and 20% global LNG make it the world’s most consequential energy chokepoint.