As the conflict in the Middle East continues to rage, risks to the energy sector, oil markets and regional stability are rising.
As part of our updated scenarios, Energy Intelligence sees a pyrrhic US victory as the base case, with regional energy sector risks remaining elevated for the foreseeable future.
Oil prices could spike back towards $127/bbl or more if there is not a quick resolution to the Strait of Hormuz closure and resumption of shut-in Middle Eastern production.
Supply disruptions from Qatar and the UAE are driving uncertainty in both spot and term LNG prices. Our latest LNG Market Evolution Quarterly explores the risks, volatility outlook, and updated price forecasts.
Ambassador Chas Freeman discusses the escalating Mideast war and its wider implications, with Conversation of the Century Editor, Ronan Kavanagh.
In this webinar, our experts examine how ongoing US and Israeli attacks on Iran have taken an unprecedented toll on Iran’s senior leadership while failing to deter Iranian action against regional energy assets. Based on our latest conflict scenario analysis, Energy Intelligence now sees supply risks as more closely aligned with our Sustained Regional Conflict scenario, with crude prices potentially rising to $100+/bbl as supply disruptions become increasingly likely.
Uncover the dynamics of Iran’s oil market and dive deep into the drivers behind the sustained annual increase in oil exports, projects on the radar, crude flows as well as volumes of flagship and lesser-known export crude grades. An essential read to understand the market risks and logistics strengths.
Enjoy flexible, on-demand access to our exclusive research reports with simple one-time payments, even outside your subscription. The new Energy Intelligence Store offers instant access to insights from our global network of experts across all our core services, so you can focus on the areas that matter most to your strategy.
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Iran Crisis
  • As the conflict in the Middle East continues to rage, risks to the energy sector, oil markets and regional stability are rising. As part of our updated scenarios, Energy Intelligence sees a pyrrhic US victory as the base case, with regional energy sector risks remaining elevated for the foreseeable future. Oil prices could spike back towards $127/bbl or more if there is not a quick resolution to the Strait of Hormuz closure and resumption of shut-in Middle Eastern production.
    Tue, Mar 10, 2026
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  • As the conflict in the Middle East continues to rage, risks to the energy sector, oil markets and regional stability are rising. As part of our updated scenarios, Energy Intelligence sees a pyrrhic US victory as the base case, with regional energy sector risks remaining elevated for the foreseeable future. Oil prices could spike back towards $127/bbl or more if there is not a quick resolution to the Strait of Hormuz closure and resumption of shut-in Middle Eastern production.
    Tue, Mar 10, 2026
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