View / Hormuz limbo is now global oil’s top risk
Lost supply and a projected demand rebound have placed the oil market in a fragile equilibrium.
Well-functioning energy markets are critical to the distribution of energy resources. Understanding how they work, how they can be improved, and how they are being impacted by the changes afoot in the energy sector is key to meeting energy and environmental goals.
By almost any measure, the world should be suffering a far more severe energy crisis.
The ongoing disruption of oil exports through the Strait of Hormuz has caused a substantial decline in China's crude oil imports.
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.
The war in Iran has significantly enhanced Latin America's geopolitical advantage as a reliable source of hydrocarbon resources.
Media reports suggest the Trump Administration is considering restrictions on US oil exports.
Anne-Sophie Corbeau and leading experts explore how Europe's gas sector is being reshaped by geopolitical shocks.
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.