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Energy Explained
Get the latest as our experts share their insights on global energy policy.
Live Updates: US-Israeli Attacks on Iran and Global Energy Impacts
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
Blog
by Anne-Sophie Corbeau, Erica Downs, Ira Joseph, Richard Nephew, Daniel Sternoff, Karen E. Young, Robin Mills & Neelesh Nerurkar • April 16, 2026
Podcasts
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
Ian Bremmer on Navigating a Fragmenting World
The global order that shaped the past several decades is giving way to a more fragmented and uncertain world. Long-standing alliances are under strain, economic integration is giving...
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...
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More News
“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."
Turnberry imposible: el increíble monto de importaciones de energía que Europa comprometió con EE.UU. y ahora no puede cumplir
La Unión Europea se comprometió a comprar u$s 250.000 millones anuales en energía estadounidense. En 2024 compró u$s80.000 millones y fue menor en 2025. Analistas de Kpler, Argus y Columbia University coinciden en que la meta es físicamente irrealizable
Relevant
Publications
Asia’s Gas Shock Playbook: Coal, Curtailment, and Competing for LNG
Almost 90 percent of the LNG that transited the Strait of Hormuz in 2025 was destined for Asian countries.
Why Russia Can’t Capitalize on the Iran War’s Gas Shock
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.
How the Iran War Could Consolidate China’s Energy Dominance
Amid global oil and gas disruptions, China stands prepared for the electrostate era.
