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Escalating conflict in Iran has major implications for US national security, Middle East geopolitics, and global energy markets. Follow this page as our scholars track the latest.

The war, as well as the closure of the Strait of Hormuz, has sent geopolitical shockwaves throughout the Middle East and beyond. Its impact also continues to be felt in global energy markets and economies around the world.
The White House declared last week that President Trump finally “broke OPEC” after the United Arab Emirates withdrew from the cartel.
When U.S. President Donald Trump announced that the United States was at war with Iran, he called on the country’s people to rise in revolt. “When we are finished, take over your government,” Trump said on February 28.
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country’s leadership, security forces, and missile program.
Iran has expanded its storage infrastructure over the past decade to levels that may be sufficient to handle up to two or three weeks of crude exports at pre-war levels.
It’s been a head-spinning day in the Iran war. Earlier today, following a temporary truce between Lebanon and Israel, Iran announced that the Strait of Hormuz would be…
In March 2012, Israeli Prime Minister Benjamin Netanyahu arrived in Washington to press a US president on slowing Iran’s nuclear ambitions. Inside the White House, the dilemma was stark.
With an April 21 deadline looming, the Middle East remains suspended in a volatile state of war and peace. Regional mediators are scrambling to broker a second round…
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.
Within days of the initial U.S. and Israeli attack on Iran on February 28, 2026, the world was plunged into an energy crisis.
On the eve of President Trump’s deadline for Iran to reopen the Strait of Hormuz, the global energy landscape faces a moment of unprecedented risk. With dated Brent…
Energy has reemerged this year as a central force shaping our world—both a geopolitical weapon and an economic fault line.
When the Iran War disrupted shipping through the Strait of Hormuz and tightened global gas balances, a familiar assumption quickly resurfaced: Russia, possessing the largest proven natural gas reserves in the world, would inevitably emerge as one of the principal beneficiaries.
The Iran war will accelerate the region’s economic transformation.
If you want to see just how bad this energy crisis can become, just read what President Trump and Iran are saying to each other.
While US and Israeli forces have significantly degraded Iran’s military and nuclear capability, the global energy landscape remains in a precarious position. For weeks, the Strait of Hormuz…
The Iran conflict could increase the appeal of Russia as an energy supplier for China.
The war in Iran is not just another energy shock. It is arriving at a moment when Europe is already under cumulative strain: a war on its eastern border, the lingering aftershocks of the 2022 energy crisis, industrial decline, political fragmentation, fiscal limits, and a widening debate over how much of its own security it must now provide.
As the conflict in the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core…
Media reports suggest the Trump Administration is considering restrictions on US oil exports.
The oil shock triggered by the crisis in the Persian Gulf has pushed crude above $100 per barrel, reviving familiar fears of economic turmoil in the United States driven by surging gasoline and diesel prices.
As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream…
In energy markets, all eyes are on the Strait of Hormuz. As of March 11, 2026, this vital passage is effectively closed to tanker traffic, stranding almost a…
Since the US-Israeli bombing campaign began in Iran, energy markets around the world have been on edge as the conflict threatens immediate and long-term energy supplies. We’ve seen…
Amid global oil and gas disruptions, China stands prepared for the electrostate era.
America needs a plan for Tehran’s nuclear program.
The US-Israeli attack on Iran and Iran’s retaliatory strikes against energy infrastructure directly impact China.
On February 28, the United States and Israel launched an attack on Iran, resulting in the deaths of Iranian Supreme Leader Ali Hosseini Khamenei and senior Iranian leaders…
On February 28, the United States and Israel launched a campaign against Iran targeting military infrastructure and the regime’s core leadership. Supreme Leader Ayatollah Ali Khamenei and several…
Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas market. That war is here, and it could have wide-ranging, long-lasting impacts on energy and climate policy. This week on Zero, Akshat Rathi speaks with Jason Bordoff to try to understand what those impacts could look like.
The White House declared last week that President Trump finally “broke OPEC” after the United Arab Emirates withdrew from the cartel.
When U.S. President Donald Trump announced that the United States was at war with Iran, he called on the country’s people to rise in revolt. “When we are finished, take over your government,” Trump said on February 28.
Iran has expanded its storage infrastructure over the past decade to levels that may be sufficient to handle up to two or three weeks of crude exports at pre-war levels.
In March 2012, Israeli Prime Minister Benjamin Netanyahu arrived in Washington to press a US president on slowing Iran’s nuclear ambitions. Inside the White House, the dilemma was stark.
The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty.
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country’s leadership, security forces, and missile program.
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.
Within days of the initial U.S. and Israeli attack on Iran on February 28, 2026, the world was plunged into an energy crisis.
Energy has reemerged this year as a central force shaping our world—both a geopolitical weapon and an economic fault line.
When the Iran War disrupted shipping through the Strait of Hormuz and tightened global gas balances, a familiar assumption quickly resurfaced: Russia, possessing the largest proven natural gas reserves in the world, would inevitably emerge as one of the principal beneficiaries.
The Iran war will accelerate the region’s economic transformation.
An historic supply shock is testing the energy-exporting economies of the Gulf and reshaping global energy security.
The Iran conflict could increase the appeal of Russia as an energy supplier for China.
The war in Iran is not just another energy shock. It is arriving at a moment when Europe is already under cumulative strain: a war on its eastern border, the lingering aftershocks of the 2022 energy crisis, industrial decline, political fragmentation, fiscal limits, and a widening debate over how much of its own security it must now provide.
Media reports suggest the Trump Administration is considering restrictions on US oil exports.
The oil shock triggered by the crisis in the Persian Gulf has pushed crude above $100 per barrel, reviving familiar fears of economic turmoil in the United States driven by surging gasoline and diesel prices.
Amid global oil and gas disruptions, China stands prepared for the electrostate era.
America needs a plan for Tehran’s nuclear program.
The US-Israeli attack on Iran and Iran’s retaliatory strikes against energy infrastructure directly impact China.
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.
Multiple US–Iran conflict scenarios carry materially different risks for global oil infrastructure, transit routes, and prices.
Iran appears to be a natural gas giant, due to its large proved gas reserves and significant gas production and consumption.
It remains unclear whether Iran retains the ability to develop nuclear weapons quickly.
China’s dependence on the energy supplies that move through the Strait of Hormuz makes it especially vulnerable to any possible closure of the waterway by Iran in retaliation for attacks by Israel and the United States.
On June 24, Iran, Israel, and the United States agreed to a cease-fire, putting a halt to nearly two weeks of war.
The conflict between Iran, Israel, and now the United States has yet to disrupt energy supplies to global markets.
Israel’s decision to attack Iran’s nuclear program on June 12 might go down in history as the start of a significant regional war, and the inflection point that led Iran to finally acquire nuclear weapons.
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With markets surging and the crucial waterway still closed, Rob seeks clarity from the founding director of Columbiaâs Center for Global Energy Policy, Jason Bordoff.
A few hundred miles from where Chinese leader Xi Jinping will roll out the red carpet for President Donald Trump this week, a shadowy ecosystem has long been at work pumping billions of dollars into Iranâs economy â now helping keep Tehran afloat in defiance of the US.
Frappés par la flambée des prix du pétrole, les pays en développement cherchent à réduire leur dépendance en diversifiant leurs approvisionnements et leur production d’énergie.
Experts and lawmakers say the Trump administration still has options to help curb rising gas prices across the U.S.
De blokkade van de Straat van Hormuz maakt pijnlijk duidelijk hoe kwetsbaar de energievoorziening van Europa is. Benzine is duur, kerosine dreigt schaars te worden en de vraag is of Nederland deze winter voldoende aardgas kan inkopen. Voor EW Magazine interviewde ik vijf experts over wat de Iran-oorlog betekent voor
Crude oil sales, at record highs, are making the country a net exporter for the first time since World War II
“The new normal will not look like the old one,” an expert told Newsweek.
WASHINGTON — The U.S. military blockade of Iran’s ports will eventually deprive Tehran of crucial oil revenue, but the regime could likely withstand the pressure for months without a major economic crisis or lasting damage to its oil fields, energy industry analysts and two Western officials familiar with intelligence assessments told NBC News
Commentators say it will take years or even decades to repair the damage.
The vessel’s commission suggests that Iran’s energy sector and oil storage capacity are facing a crisis, as the US Navy continues to block the passage of tankers carrying Iranian oil out of the Gulf.
As U.S. and Israeli strikes on Iran continue, Iranian Foreign Minister Abbas Araghchi said in an interview with NBC News that Tehran would not close the Strait of Hormuz. However, the waterway has been almost effectively shut down by the war. Commercial ships and oil and gas tankers have chosen not to pass through it,…
The price of a gallon of regular gasoline climbed 31 cents in the past week, spiking to an average of $4.48 per gallon Tuesday, according to AAA.
Defiant Iran has threatened to double down on its closure of the Strait of Hormuz.
Las refinerías pequeñas e independientes chinas procesan el crudo de países como Venezuela, Irán y Rusia, países que están bajo sanciones para evitar que lo vendan. Y lo compran a precios muy reducidos.
Transportation Secretary Sean Duffy & Sen. Jack Reed (D-RI) will be on “This Week” airing on Sunday, May 3, 2026.
The conflict may be the beginning of the end of fossil fuel dominance. Here’s which energy sources stand to win and lose.
Richard Nephew, a senior research scholar at the Center on Global Energy Policy at Columbia University, said that Iran can endure longer than the US may expect
« La guerre au Proche-Orient est en train de générer la plus importante rupture d’approvisionnement en pétrole de l’histoire », déclare le 16 mars 2026 le directeur général de l’Agence internationale de l’énergie (AIE), M. Fatih Birol. Son discours vise à annoncer la mise sur le marché de pétrole tiré des réserves stratégiques des pays membres de l’organisation. Il s’agit de la cinquième mobilisation de ce type depuis la création des stocks, mais la plus importante de l’histoire.
The U.S. and Iran are locked in a standoff that will only break when one side decides it can no longer tolerate the pain. Who will move is unclear.
High prices at the pump pose a direct hit to many Americans’ wallets, and are a driver of other costs. Some GOP strategists worry that even if the Iran war ends soon, voters may not feel an improvement in their finances before the midterm elections.
The back and forth between the US and Iran continues with both sides asserting their control in the war.
Crise escancarou dependência estrutural desses recursos e a dificuldade de se dissociar de um sistema tão enraizado na economia mundial
Experts predict Iran could gradually scale back oil production if the US naval blockade of Hormuz persists.
The war’s ripple effects have exacerbated conflicts, economic insecurity, and regional tensions around the world, including in Ukraine, Sudarsan Raghavan writes.
International Business News: The Donald Trump administration’s step to sanction one of China’s largest privately owned refiners over its links to Iran will have implications beyon.
Jason Bordoff, Founding Director of the Center on Global Energy Policy at Columbia University, discusses the state of play in the energy market as US, Iran t…
Desde el inicio de las operaciones militares en Irán el pasado 28 de febrero y el efectivo cierre del Estrecho de Ormuz, por donde transita el 20% del petróleo mundial y el 33% de los insumos para fertilizantes, la mirada de las potencias industriales se está desplazando discretamente de las arenas de Oriente Medio hacia las cuencas de América Latina.
Speaking to Becky Anderson on Connect the World, Economist Karen E. Young says the Gulf is no longer moving as one, with the war creating clear winners and losers.
“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haid…
Traffic through the Strait of Hormuz has come to a virtual standstill since the U.S. and Israel attacked Iran almost two months ago. Around 20% of the world’s petrochemical production normally flows through the strait, and the ripple effects of the drastic cut grow daily. To explore the downstream effects and the turbulent time ahead, Geoff Bennett spoke with Karen Young.
Algeria and Libya are working to boost oil and gas output as their long-standing efforts in this domain gain urgency amid the Iran conflict
As Iran again closes the Strait of Hormuz after a brief reopening, energy analyst Arjun Murti tells World Oil that markets may be misreading the situation, with no clear “open” or “closed” outcome in sight.
The US has issued a short‑term waiver enabling sales of sanctioned Russian oil at sea. Critics say the move lifts Russian revenues and weakens sanctions enforcement.
“LNG shipments to Central & Eastern Europe are reliable as long as those gas markets are not overly dependent upon one supplier.”
As rising oil prices make the case for renewables, experts say the World Bank and IMF must accelerate the shift to solar and wind or risk.
China is Iran’s most important ally, but it lacks the full diplomatic and economic leverage to force Tehran to make concessions, according to experts who spoke to RFE/RL.
NPR’s A Martinez asks global energy expert Jason Bordoff about the U.S. blockade of Iranian ports, and whether Iran and other Gulf nations can find an energy export workaround.
If the Strait of Hormuz completely reopens, it still might not be enough to restart the economies in the Persian Gulf. Many countries there have been hammered by the oil crisis. And although allowing ships through would stanch the immediate bloodletting in the energy sector, other sectors might not spring back so quickly. Tourists are visiting less. Property markets are at risk. On today’s show, we survey the economic damage to countries in the Gulf. And try to get a sense of the long-term economic implications. The Indicator is launching a newsletter! The very first email goes out this Friday. Be among the first and sign-up now: npr.org/newsletter/indicator Come see Planet Money live on stage! 12 cities. Details and tix here: planetmoneybook.com/#tourRelated episodes: Think the oil shock is bad in the US? Look hereHow are drivers riding out the gas crisis? Will Trump’s shipping insurance plan work?For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.
The U.S. blockade is working, but a potential global recession still looms.
Chinese President Xi Jinping made a rare public comment on the war in the Middle East.
“Io penso che sia necessario sospendere il bando che scatterà il primo gennaio 2027 sui 20 miliardi di Gnl (gas naturale liquefatto, n.d.r.) che vengono dall…
For some, the impact is already being felt but others remain in limbo over their energy security and are hostage to an unlikely de-escalation
Welcome back to the MBN Iran Briefing. This week: Why Hungary’s ousted leader was Iran’s best friend in Europe. The talks in Islamabad fail to yield a result. And the world holds its breath as the U.S. and Iran stare each other down in the Strait of Hormuz. Meanwhile, the children of the Iranian elite…
The blockade could inflict severe damage to both the Iranian and US economies
The U.S. announced a naval blockade of Iran, driving oil prices higher and drawing concern from allies and analysts.
With Qatar’s liquefied natural gas still offline, U.S. companies see an opening and are bringing in new investments.
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What could the United States’ blockade in the Strait of Hormuz look like and what impact might it have? Here’s what to know.
An end to Iran conflict is over will bring oil prices down, but Karen Young, a Senior Research Scholar at Columbia Universityâs Center on Global Energy Policy, believes this could take a very long time, and variables make the recovery unpredictable.
President Donald Trump said the U.S. Navy would stop ships from entering or leaving the Strait of Hormuz, after U.S.-Iran peace talks in Pakistan ended without an agreement.
Some residents in Dubai insist life is going on as normal in the eternally-sunny emirate during the Iran war. Others proclaim the “Dubai dream” over, never to be recovered. Who’s right?
En raison des séquelles de la guerre en Iran, en pariant sur une paix durable, il va falloir plusieurs mois pour que les niveaux de production d’avant-guerre des pays de la région soient retrouvés
Avant la guerre, il était impensable qu’un pays fasse payer le transit dans le détroit d’Ormuz.
Consumers remain vulnerable to price spikes despite record domestic oil and gas production. But experts doubt the crisis will boost clean energy, absent strong policy.
Stand: 9. April 2026, 11:00 Uhr MESZ Eine Art Schrödinger: Die StraÃe von Hormus ist gleichzeitig offen und geschlossen Im Lloyd’s List Intelligence Briefing vom Morgen des 9. April wird festgestellt, dass die StraÃe von Hormuz gleichzeitig offen und geschlossen sei. Richard Meade, der das Briefing leitete stellte fest: âJe nach geographischer und geopolitischer Position […]
Even with this shaky ceasefire between the U.S. and Iran, some warn the energy infrastructure in the Middle East will take months to recover, and prices may not drop as much as hoped. William Brangham discussed more with Jason Bordoff, the founding director of the Center on Global Energy Policy at Columbia University.
NatGas Futures Fall on Ceasefire, but Physical LNG Flows Face Lengthy Road to Recovery. Get expert analysis on the impact of the U.S.-Iran ceasefire on natural gas prices, LNG production, and global energy markets. Explore the latest developments and future outlook for the industry.
That waterways — including straits — have a way of deciding which countries rise and which ones fall was a “known known” of history long before the Strait of
The U.S. and Iran have agreed to a two-week ceasefire after President Trump threatened Iran’s “whole civilization will die.” Secretary of Defense Pete Hegseth has not ruled out U.S. military action to acquire nuclear material inside of Iran. Co-host of MS NOW’s “The Weekend” Jackie Alemany has the latest from outside the White House. MS NOW Contributor Inzamam Rashid, Senior Research Scholar for the Columbia Center on Global Energy Policy Richard Nephew and retired four-star U.S. Army General Barry McCaffrey join Alex Witt with analysis of the conflict.
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Les infrastructures énergétiques sont désormais au cœur de la guerre au Moyen-Orient. Celles qui ont été attaquées ne pourront pas refonctionner normalement avant “une longue période, voire des années”, selon Anne-Sophie Corbeau, chercheuse spécialiste de l’énergie.
L’Asie du Sud-Est est la première victime énergétique de la guerre au Moyen-Orient. Très dépendant du gaz, le Vieux-Continent a aussi du souci à se faire, alertent des experts, qui craignent que la menace à venir, surtout gazière, ne soit sous-estimée
Ecoutez la radio France Info en direct et suivez le fil de l’information en ligne toute la journée, retrouvez les journaux, toutes les émissions et les chroniques en temps réel et en continu
Israel has again attacked Iran’s South Pars natural gas and petrochemical complex – an energy lifeline for Iran that both helps keep the lights on for civilians and provides a key source of export earnings.
Discover how the Middle East conflict is causing ‘dual shock’ in global energy markets, leading to delays in LNG oversupply and threatening commodity prices. Learn more from Anne-Sophie Corbeau at Columbia University’s Center on Global Energy Policy.
Drones are the future of warfare, and the United States needs to catch up.
Bloomberg reported that in
As oil prices spike, governments are slashing fuel use and eyeing renewables — threatening to erode global demand for fossil energy.
Gov. Hochul’s reliance on fossil fuels may end up costing more than renewables, clean energy advocates say.
The UAE’s acquisition of a US natural gas pipeline owner this week shows it is doubling down on foreign energy assets
NGI’s Hub & Flow is a podcast for busy natural gas professionals interested in North American energy markets. Join Natural Gas Intelligence’s trusted reporters, editors and analysts as they discuss what drives supply and demand fundamentals, prices and movements in the natural gas and LNG markets in the United States, Canada and Mexico.
The US president said he’ll bring Iran “back to the Stone Age” but gave no detail on ending the war.
Today we greatly enjoyed hosting Dr. Tatiana Mitrova, Global Fellow at the Center on Global Energy Policy, Director of the New Energy Advancement Hub, and Senior Research Fellow at the Oxford Institute for Energy Studies.
Global leaders have been scrambling to contain the rising cost of oil and gasoline since the start of the Iran war.
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Donald Trump has told the UK to “go and get your own oil” from the Strait of Hormuz as Iran continues to block the crucial energy chokepoint and as reports circulate that the UK is to receive its last tanker of jet fuel from the Middle East this week.
The bombardment of Iran has caused an enormous commodity-supply shock, prompting an accelerated global rush to greener energy sources.
As the U.S.-Iran war nears the one-month mark, the fragile global oil market has emerged as a key weapon in Iran's arsenal — and some shipping and insurance experts don't expect the situation to return to normal until the conflict winds down.
Analysts fear Iran has played a weak hand well and the US has blundered into a defining strategic failure
Helium has emerged as a key focus for the tech sector as industry watchers cast their minds to the implications of a prolonged Iran war.
High oil prices are boosting the Kremlinâs coffers, helping plug a budget hole and sustain the war effort in Ukraine. But beyond oil, a global scramble for natural gas and fertilizer supplies, also choked off by the Iran conflict, could further boost Russiaâs financial gains.
The president is discovering the high stakes of an escalation that damages energy facilities.
Thanks Australian Broadcasting Corporation (ABC) and Patricia Karvelas for having me on your program yesterday. Countries all over the world are thinking about energy security, national strategic reserves and the best, affordable way forward. Center on Global Energy Policy Middle East Institute
As higher energy prices ratchet up projections for inflation, Becky Anderson speaks to Karen Young from The Center on Global Energy Policy at Columbia University about different inflation scenarios.
Debt-stressed developing countries are the most vulnerable to soaring oil prices.
Officials in Tehran have drafted legislation to create a toll system where ships pay for safe passage through the waterway, Iranian media reported.
Here’s what to know about how the current crisis could shape the expansion of renewable energy
The war in the Middle East has shaken global energy markets over the past few weeks. Given the volatility of fossil fuels, could this be the push countries need to invest more in renewable energy?
Karen Young, Senior Research Scholar at Columbia University’s Center on Global Energy Policy, says that more damage will need to be inflicted before Saudi Arabia and the UAE join the U.S.-Israel strikes on Iran, and she expects oil prices to remain in $80-100 range through 2027.
Araghchi leads Iran–US backchannel as hardline pragmatist shapes talks Tehrans Abbas Araghchi fronts covert outreach to Washington while doubling down
The war with Iran could change how the whole world thinks about energy security in the future. The energy policy expert Jason Bordoff explains.
Tehran has shut down the Strait of Hormuz and chokes off the flow of oil and gas from the Middle East. Faced with new pressure on its gas supplies, talks between China and Russia over the expensive gas pipeline are poised to pick up again.
An Iranian source told CNN that there had been âoutreachâ between the US and Tehran and that Iran is willing to listen to âsustainableâ proposals to end the war. Meanwhile, Israel and Iran continue to trade strikes. Follow for the latest live news updates.
Even once the war ends, it will take time to get back to normal energy flows.
The Iran war is adding impetus to reconciliation efforts between Armenia and Azerbaijan, as the region seeks to position itself as a new trade corridor between Europe and energy-rich central Asia, with…
Israel’s strike on the world’s largest natural gas field could impact Iran’s energy sector and nearby Gulf states, experts told ABC News.
Trump administration officials are making a desperate push to secure every available barrel of oil amid a worsening energy crisis â even if it means lifting sanctions on the very country that theyâre fighting against.
Facing a MAGA fracture, angry voters and upset allies, the president appears ill-prepared to manage the widening fallout of the war and without a road map out.
International Business News: Is an Armageddon scenario about to play out? Europe and Asia are facing a nightmare scenario with the escalating crisis in the Middle East now increas.
Anne-Sophie Corbeau, chercheuse au Centre global de politique de l’énergie à l’université Columbia, est l’invitée de RFI ce 20 mars 2026. Alors que les frappes au Moyen-Orient visent des infrastructures…
Qatars LNG Facility Damage Forces 3-5 Year Repair, Contract Cancellations Attacks on Ras Laffan disrupt global supply, triggering force majeure on con
Israel’s strike on South Pars and Iran’s attack on Ras Laffan escalate energy crisis, deepen regional tensions.
President Donald Trump says he knew oil prices would go up because of the Iran war as the conflict underscores the risks of his relentless focus on fossil fuels while pursuing what he calls American energy dominance.
The U.S. President said Israel will stop attacks on the South Pars gas field, but the U.S. will launch its own if Iran continues to retaliate against other countries.
President Trump is weighing a seizure of Iran’s critical oil depot on Kharg Island in a bid to force Tehran’s hand and open the Strait of Hormuz. Such a move, which would require U.S. boots o…
Bill McKibben on the U.S.’s increasing reliance on “greener” defense options, such as inexpensive small drones versus large, costly missiles.
Iranian state media say Israel attacked Iran’s South Pars gas field, part of the the largest in the world. It’s shared with Qatar to the south across the Persian Gulf.
Tushar Gagerna, an Indian marketing professional based in Dubai, had been waiting for two hours for his plane to take off from
Roughly 61 million people in the Gulf rely on established food supply chains, many of which have been upended since the United States and Israel launched their attack against Iran on Feb. 28.
Rising oil prices amid the US-Israel war on Iran are pushing nations to readjust their energy policies.
“I think that the new leadership under Mojtaba might be willing to take more risks,” a former Israeli official told Newsweek.
Jason Bordoff, Founding Director of Columbia University’s Center on Global Energy Policy and energy policy advisor to President Obama, sees oil prices going “significantly higher” with prolonged closure of the Strait of Hormuz, as the US does not have a policy tool large enough to deal with the ongoing disruptions.
U.S. Strikes Irans Strategic Oil Hub Kharg Island Airstrikes on critical export terminal risk global oil disruptions, economic fallout for Iran The U.
As the Middle East conflict enters its third week, global energy markets remain on the edge. In this episode of the Energy Connects Podcast, host Chiranjib
President Donald Trump claimed that Iran essentially shutting down the Strait of Hormuz “doesn’t really affect” the United States the way it does “other countries.” It’s true that a small share of U.S. oil imports comes from the Persian Gulf. But the U.S. has been affected by the global increase in the price of oil.
CFR President Michael Froman discusses the unfolding global energy crisis with CFR’s Dan Poneman and the Center on Global Energy Policy’s Jason Bordoff, all of whom worked together on the U.S. Strategic Petroleum Reserve 2011 release.
The conflict threatens to deflate global confidence in natural gas as President Donald Trump hopes to expand U.S. exports.
As countries scramble to secure oil, gas and fertilizer, China’s bets on clean energy and coal are cushioning its dependence on oil and gas imports.
In the wake of the war in Iran, oil prices have shot up for everyone. But not all oil is exactly equal. And, obviously, a lot of Iranian oil goes to China specifically.
The Middle East’s energy infrastructure was not designed for this type of crisis, and the damage might long outlast the war.
President Donald Trump claimed that Iran essentially shutting down the Strait of Hormuz “doesn’t really affect” the United States the way it does “other countries.” It’s true that a small share of U.S. oil imports comes from the Persian Gulf. But the U.S. has been affected by the global increase in the price of oil.
As Brent crude approaches $100 a barrel, clean energy advocates say the Hormuz crisis is the latest proof that fossil fuel dependence leaves consumers at the mercy of distant wars.
South Africa is showing no sign of caving to US pressure or insults, despite growing anger over its continued support for Iran.
The US and Israel’s war on Iran has caused oil and gas prices to soar, with the world now preparing for the possibility of another energy crisis.
The knock-on effects of the Israeli-US war on Iran have shaken the core of Gulf Arab states’ security and economic stability. Iranian retaliatory attacks have quickly broadened to include civilian and energy infrastructure in the Arabian Peninsula. In addition, several Iranian attacks on commercial vessels have effectively blockaded the strategic Strait of Hormuz, a transit point for one-fifth of global seaborne crude exports. Among the Gulf Cooperation Council (GCC) member states, Qatar has proven to be especially vulnerable. Its energy exports are dependent solely on…
Rising energy prices threaten to stoke inflation and hobble economic growth in countries around the world.
The race to find cheap energy is on.
The regime’s attacks on tankers and refineries could reverberate through the U.S. economy ahead of midterms.
Why war-driven oil volatility is strengthening the case for renewables and storage A tanker does not need to explode for society to feel the blast. Sometimes the shock arrives more quietly. First as a …
Saudi Arabia’s push to attract FDI for its Vision 2030 economic plan faces new uncertainty as the Iran conflict spreads across the Gulf
Oil market turmoil from the Middle East conflict may reinforce Beijing’s push for renewables, electric vehicles and energy self-sufficiency.
China is not feeling the shock of war in the Middle East – yet. But it is feeling the ripples.
The U.S.-Israeli campaign will have, if anything, bigger implications for liquified natural gas.
As the U.S. and Israel attack Iran, a long-term closure of the Strait of Hormuz is driving fears over a severe increase in oil prices.
Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas market. That war is here, and it could have wide-ranging, long-lasting impacts on energy and climate policy. This week on Zero, Akshat Rathi speaks with Jason Bordoff to try to understand what those impacts could look like.
China imports roughly half of its oil from the Middle East.
Oil prices jumped after the United States and Israel attacked Iran. Experts say the effects on oil and gas prices will depend on how long the war lasts and whether Iran damages energy infrastructure.
The war with Iran comes at a time when prices at the pump are already up 10 cents per gallon on average since the beginning of February.
Oil prices on the first day of the war spiked less than analysts anticipated.
Escalating conflict between the United States and Iran is expected to cause major disruptions in the natural gas market, according to Bloomberg on June 1 (local
The U.S.-Israeli war with Iran, a major oil producer, threatens to impact oil and natural gas markets worldwide.
US and Israeli strikes on Iran, and Tehran’s response, reshapes the region’s oil, LNG and Hormuz shipping.
Representatives for the U.S. and Iran will meet in Geneva Tuesday for a second round of nuclear talks as the U.S. builds up military forces in the region.
“I think there is a gap between the U.S. and Israel,” a former Israeli official told Newsweek.
As the military confrontation between Iran and Israel intensifies, what is Israel’s real endgame?
Christof Ruhl, Senior Research Scholar, Center on Global Energy Policy, Columbia University, spoke to the Global Business Report about the impact of the Isra…
New rounds of military strikes won’t make the region more stable, but a nuclear agreement could.
In moments of geopolitical crisis, energy is never just a backdrop. It’s often at the center of the story. Today, as conflict involving Iran sends shockwaves through global…
It’s been a head-spinning day in the Iran war. Earlier today, following a temporary truce between Lebanon and Israel, Iran announced that the Strait of Hormuz would be…
With an April 21 deadline looming, the Middle East remains suspended in a volatile state of war and peace. Regional mediators are scrambling to broker a second round…
On the eve of President Trump’s deadline for Iran to reopen the Strait of Hormuz, the global energy landscape faces a moment of unprecedented risk. With dated Brent…
If you want to see just how bad this energy crisis can become, just read what President Trump and Iran are saying to each other.
Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open…
As the conflict in the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core…
As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream…
In energy markets, all eyes are on the Strait of Hormuz. As of March 11, 2026, this vital passage is effectively closed to tanker traffic, stranding almost a…
In the wake of the war in Iran, oil prices have shot up for everyone. But not all oil is exactly equal. And, obviously, a lot of Iranian oil goes to China specifically.
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country’s leadership, security forces, and missile program.
On February 28, the United States and Israel launched a campaign against Iran targeting military infrastructure and the regime’s core leadership. Supreme Leader Ayatollah Ali Khamenei and several…
Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas market. That war is here, and it could have wide-ranging, long-lasting impacts on energy and climate policy. This week on Zero, Akshat Rathi speaks with Jason Bordoff to try to understand what those impacts could look like.
Just two days after President Trump deployed America’s military to attack Iranian nuclear development sites, a shaky ceasefire between Israel and Iran brokered by President Trump emerged. So…
In the growing conflict between Israel and Iran, many questions now loom, including the extent of US involvement, the potential for regime change, and the status of Iran’s…
On June 12th, Israel carried out overnight airstrikes targeting Iranian nuclear facilities, military infrastructure, military leaders, and nuclear scientists. While the full scope and implications of the attack…
More than a month into the Iran conflict, the United States and Iran are at a critical inflection point.
On February 28, the United States and Israel launched an attack on Iran, resulting in the deaths of Iranian Supreme Leader Ali Hosseini Khamenei and senior Iranian leaders…
As the Israel-Iran conflict continues to unfold, it remains unclear whether a ceasefire will hold or fighting will resume. This uncertainty carries significant implications for energy markets in the Middle East and around the world.
On the night of June 12, the Israeli military conducted widespread strikes on sites in Iran that targeted the country’s nuclear program and its senior military leadership.
Founding Director, Center on Global Energy Policy; Professor, Columbia SIPA; Professor and Co-Founding Dean Emeritus, Columbia Climate School
Global Research Scholar
Senior Research Scholar
Senior Research Associate
Non-Resident Fellow
Global Fellow
Senior Research Scholar
Non-Resident Fellow
Senior Fellow and Head of Corporate Partnership Strategy
Senior Research Scholar