“Everything up in the air”: LNG, the Strait of Hormuz, and Central & Eastern Europe’s energy future
"LNG shipments to Central & Eastern Europe are reliable as long as those gas markets are not overly dependent upon one supplier."
Insights from the Center on Global Energy Policy
Monday, April 20, 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.
The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty.
The US-Israeli war against Iran highlights the Gulf’s dual role as the backbone of global energy supply and a major source of systemic risk.
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty.
The US-Israeli war against Iran highlights the Gulf’s dual role as the backbone of global energy supply and a major source of systemic risk.
Almost 90 percent of the LNG that transited the Strait of Hormuz in 2025 was destined for Asian countries.
The war in Iran has significantly enhanced Latin America's geopolitical advantage as a reliable source of hydrocarbon resources.
On March 20, Governor Kathy Hochul proposed significant changes to New York’s Climate Leadership and Community Protection Act (CLCPA), the landmark climate law passed in 2019.
The Iran conflict could increase the appeal of Russia as an energy supplier for China.
Media reports suggest the Trump Administration is considering restrictions on US oil exports.
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.