Israel-Iran Energy War Disrupts Global LNG Supply for Years
Qatars LNG Facility Damage Forces 3-5 Year Repair, Contract Cancellations Attacks on Ras Laffan disrupt global supply, triggering force majeure on con
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Insights from the Center on Global Energy Policy
Saturday, March 21, 2026
In July, Republicans in Congress passed their signature domestic policy package, the One Big Beautiful Bill Act (or, H.R. 1).
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
Media reports suggest the Trump Administration is considering restrictions on US oil exports. Officials have said such measures are not under discussion, according to media reports, but the...
The US-Israeli attack on Iran and Iran's retaliatory strikes against energy infrastructure directly impact China.
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
Media reports suggest the Trump Administration is considering restrictions on US oil exports. Officials have said such measures are not under discussion, according to media reports, but the...
The US-Israeli attack on Iran and Iran's retaliatory strikes against energy infrastructure directly impact China.
In January 2026, the UK government publicly released an intelligence report analyzing the security implications of global environmental destruction.
Securing critical minerals is a top priority of governments around the world.
Iran has among the world's largest natural gas resource bases, but its ability to supply regional and global markets is constrained by sanctions, underinvestment, and limited export infrastructure.
The United States is at a rare inflection point for nuclear energy, with unprecedented momentum behind deployment and regulatory reform as nuclear becomes central to energy security, AI competitiveness, and state and corporate climate goals.
Multiple US–Iran conflict scenarios carry materially different risks for global oil infrastructure, transit routes, and prices.
China’s crude oil imports hit a record-high 11.6 million barrels per day in 2025, as geopolitical tensions, low oil prices, and global oversupply spurred China to increase its oil stockpiles, a trend likely to continue in 2026.
Iran appears to be a natural gas giant, due to its large proved gas reserves and significant gas production and consumption.
Venezuela holds 70% of Latin America's natural gas reserves, which it could export to Colombia and Trinidad to increase revenues.
The US intervention in Venezuela may jeopardize both the flow of discounted Venezuelan oil to China's teapot refineries and the role of Chinese oil companies in Venezuela’s upstream business.