Menu
Energy Debate
Energy Intelligence Forum
Conversation of the Century
Ukraine Crisis: Energy Impact
Energy Intelligence Store
Webinars
Energy Intelligence Forum
Conversation of the Century
Ukraine Crisis: Energy Impact
Energy Intelligence Store
Webinars
Products
SERVICES
Competitive Intelligence
Energy Intelligence Premium
Low-Carbon Energy
Gas and LNG
Oil Markets
Risk
The Energy Intelligence API
NEWS & ANALYSIS
Energy Intelligence News
EI New Energy
Energy Compass
Gas Market Reconnaissance
Jet Fuel Intelligence
Natural Gas Week
Nefte Compass
Nuclear Intelligence Weekly
Oil Market Intelligence
Oil Markets Briefing
Petroleum Intelligence Weekly
World Energy Opinion
World Gas Intelligence
RESEARCH
Competitive Intelligence Research
Low-Carbon Energy Research
Gas and LNG Research
Oil Markets Research
Risk Research
DATA
EI New Energy Data
Natural Gas Week Data
Nefte Compass Data
Oil Market Intelligence Data
Petroleum Intelligence Weekly Data
Top 100: Global NOC & IOC Rankings
World Crude Oil Data
World Gas Intelligence Data
Low-Carbon Investment Analytics Tool
World Gas Analytics Tool
What We Do
News & Analysis
Research
Data
Advisory
Events
Our Experts
News & Analysis
Research
Data
Advisory
Events
Our Experts
Who We Are
About Us
Our Story
Our People
Our Locations
Careers
About Us
Our Story
Our People
Our Locations
Careers
In the Media
Contact Us
Search Query
Submit Search
Logout
MY EI
Show Search
Sign In
Register
Competitive Intelligence
Oil Markets
Gas and LNG
Risk
Low-Carbon Energy
Energy Intelligence Premium
Search Query
Submit Search
Welcome
Sign In
/
Register
5
MY EI
Products
Main Menu
Products
SERVICES
Competitive Intelligence
Energy Intelligence Premium
Low-Carbon Energy
Gas and LNG
Oil Markets
Risk
The Energy Intelligence API
Competitive Intelligence
Energy Intelligence Premium
Low-Carbon Energy
Gas and LNG
Oil Markets
Risk
The Energy Intelligence API
NEWS & ANALYSIS
Energy Intelligence News
EI New Energy
Energy Compass
Gas Market Reconnaissance
Jet Fuel Intelligence
Natural Gas Week
Nefte Compass
Nuclear Intelligence Weekly
Oil Market Intelligence
Oil Markets Briefing
Petroleum Intelligence Weekly
World Energy Opinion
World Gas Intelligence
Energy Intelligence News
EI New Energy
Energy Compass
Gas Market Reconnaissance
Jet Fuel Intelligence
Natural Gas Week
Nefte Compass
Nuclear Intelligence Weekly
Oil Market Intelligence
Oil Markets Briefing
Petroleum Intelligence Weekly
World Energy Opinion
World Gas Intelligence
RESEARCH
Competitive Intelligence Research
Low-Carbon Energy Research
Gas and LNG Research
Oil Markets Research
Risk Research
Competitive Intelligence Research
Low-Carbon Energy Research
Gas and LNG Research
Oil Markets Research
Risk Research
DATA
EI New Energy Data
Natural Gas Week Data
Nefte Compass Data
Oil Market Intelligence Data
Petroleum Intelligence Weekly Data
Top 100: Global NOC & IOC Rankings
World Crude Oil Data
World Gas Intelligence Data
Low-Carbon Investment Analytics Tool
World Gas Analytics Tool
EI New Energy Data
Natural Gas Week Data
Nefte Compass Data
Oil Market Intelligence Data
Petroleum Intelligence Weekly Data
Top 100: Global NOC & IOC Rankings
World Crude Oil Data
World Gas Intelligence Data
Low-Carbon Investment Analytics Tool
World Gas Analytics Tool
Energy Debate
Energy Intelligence Forum
Conversation of the Century
Ukraine Crisis: Energy Impact
Energy Intelligence Store
Webinars
Energy Intelligence Forum
Conversation of the Century
Ukraine Crisis: Energy Impact
Energy Intelligence Store
Webinars
What We Do
News & Analysis
Research
Data
Advisory
Events
Our Experts
News & Analysis
Research
Data
Advisory
Events
Our Experts
Who We Are
About Us
Our Story
Our People
Our Locations
Careers
About Us
Our Story
Our People
Our Locations
Careers
In the Media
Contact Us
Mideast Gulf War Report
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.
Download Report >
LNG Market Evolution Quarterly, Q1’26
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.
Download Now >
In Conversation With: Chas Freeman
Ambassador Chas Freeman discusses the escalating Mideast war and its wider implications, with Conversation of the Century Editor, Ronan Kavanagh.
Watch Now >
Energy Intelligence Webinar
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.
Watch Now >
Spotlight on Iran’s Crude Oil Market
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.
Learn MORE >
On-Demand Access to Energy Intelligence Insights
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.
EXPLORE THE STORE >
Top Stories
Story 1
ENERGY INTELLIGENCE NEWS
Aramco Ramps Up Hormuz Bypass Flows
Aramco says that East-West Pipeline flows will hit 7 million b/d capacity "within days," with its ability to service end users further bolstered by its global storage network.
Tue, Mar 10, 2026
Read More
>
Story 2
ENERGY INTELLIGENCE NEWS
Adnoc’s Ruwais Refinery Targeted in Iranian Drone Attack
Abu Dhabi's giant Ruwais plant is third major refinery in the region to come under Iranian fire amid a sprawling war that has seen energy infrastructure consistently targeted.
Tue, Mar 10, 2026
Story 3
ENERGY INTELLIGENCE NEWS
China, Iran Discuss Safe Passage for China-Bound Cargoes
A Chinese government source has confirmed the two sides are talking, but expectations of a breakthrough on passage through the Strait of Hormuz are low.
Tue, Mar 10, 2026
Story 4
ENERGY INTELLIGENCE NEWS
Bab al-Mandeb Transit in Focus Amid Hormuz Closure
West Coast Saudi exports could alleviate the pain of the current Hormuz closure, but lingering fear of Houthi attacks remains an obstacle.
Tue, Mar 10, 2026
Story 5
ENERGY INTELLIGENCE NEWS
India Reallocates Gas, Seeks Alternative Supply Amid War
The sudden shortfall in Mideast gas supply has forced India to allocate gas to its key consumers and source alternative supply from traders and producers.
Tue, Mar 10, 2026
Iran Crisis
ENERGY INTELLIGENCE NEWS
Oil Market Falls Sharply as Traders Bet on Shorter War
Oil closed sharply lower a day after Monday's big rally as traders took the view that the Trump administration is now seeking a faster end to the Mideast war.
Tue, Mar 10, 2026
Read More
>
ENERGY INTELLIGENCE NEWS
Trump Roils Energy Markets With Mixed Messages on Iran
The Trump administration's inconsistent messaging on the war's objectives and expected duration is intensifying the domestic political blowback.
Tue, Mar 10, 2026
ENERGY INTELLIGENCE NEWS
EIA Offers First Take on Mideast War's Forecast Impacts
The US agency is the first to come out with its monthly forecast update amid the latest Mideast war — and sees lingering impacts on prices and supplies.
Tue, Mar 10, 2026
WORLD GAS INTELLIGENCE
Viewpoint: Hormuz Closure to Delay LNG Supply Glut Start
The duration of the shut-in of Qatari LNG production will move expectations as to when the global market will be oversupplied.
Tue, Mar 10, 2026
RISK RESEARCH
Mideast Gulf War: Energy Sector Embroiled in Widening Conflict
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
In Depth
Top Story 1
WORLD GAS INTELLIGENCE
LNG Industry Unsure of Trump's Hormuz Escort, Insurance Plans
The US president's proposals do not eliminate the risk for LNG shipping traveling through the Strait of Hormuz while the war continues.
Tue, Mar 10, 2026
Read More
>
Top Story 2, 3 & 4
WORLD GAS INTELLIGENCE
Asian Buyers Pursue Different Strategies to Cope With LNG Supply Crisis
China is opting to wait before reacting significantly to the Qatari LNG supply disruptions, while India is already considering gas demand curtailments.
Tue, Mar 10, 2026
EI NEW ENERGY
Coal, Gas Power Plants Shift Toward Backup Role
Power systems are changing around the world as growing volumes of solar and wind push baseload coal and gas power plants into new backup roles.
Tue, Mar 10, 2026
NATURAL GAS WEEK
US AI Boom Creates Big Market Opportunity for Renewable Gas
A biogas trade group says surging AI-driven power demand could quadruple the volume of gas produced from dairy farms, landfills and wastewater.
Fri, Mar 6, 2026
Latest Research Reports
Latest 1
RISK RESEARCH
Mideast Gulf War: Energy Sector Embroiled in Widening Conflict
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
Read More
>
Latest 4
GAS AND LNG RESEARCH
LNG Market Evolution Quarterly, Q1'26
Fri, Mar 6, 2026
RISK RESEARCH
US-Iran War: As Conflict Expands, Energy Sector Impacts Grow
Mon, Mar 2, 2026
GAS AND LNG RESEARCH
Critical Trends, February 2026
Thu, Feb 26, 2026
LOW-CARBON ENERGY RESEARCH
Levelized Cost of Energy: Renewables Declines Will Continue at Slower Rate
Tue, Feb 24, 2026
Latest Data
World Energy Opinion
WORLD ENERGY OPINION
Women and the Mideast’s Energy Future
Marking International Women’s Day on Mar. 8, Rula Sharqi argues that expanding women’s participation is essential to building resilient, intelligent Mideast power systems.
Mon, Mar 9, 2026
Read More
>
WORLD ENERGY OPINION
When Energy Disruptions Strike
History suggests disruptions rarely stay contained. Tight diesel and natural gas markets could transmit this crisis across the global economy, argues Phil Verleger.
Thu, Mar 5, 2026
WORLD ENERGY OPINION
Mideast War Tests LNG Contracts
Legal experts from Vinson & Elkins examine questions around LNG supply, contractual performance and price flexibility raised by the Mideast war.
Wed, Mar 4, 2026
WORLD ENERGY OPINION
Ending the Infinity War
The escalating Israel-US-Iran war risks regional upheaval amid disputed legality, fragile alliances and pressure for possibly existential outcomes.
Tue, Mar 3, 2026
WORLD ENERGY OPINION
Toward a World Without Nuclear Restraint
The expiration of the last remaining arms control treaty between the US will be devastating consequences for global security.
Fri, Feb 27, 2026
Most Read
PETROLEUM INTELLIGENCE WEEKLY
New Mideast War Puts Energy Sector in Uncharted Waters
While previous regional conflicts have seen seaborne shipments of oil and gas get to market through the critical Strait of Hormuz, this time looks much different.
Thu, Mar 5, 2026
ENERGY INTELLIGENCE NEWS
Adnoc’s Ruwais Refinery Targeted in Iranian Drone Attack
Abu Dhabi's giant Ruwais plant is third major refinery in the region to come under Iranian fire amid a sprawling war that has seen energy infrastructure consistently targeted.
Tue, Mar 10, 2026
ENERGY INTELLIGENCE NEWS
QatarEnergy LNG Shutdown Raises Prospect of Protracted Outage
QatarEnergy's LNG force majeure is sending shock waves, as buyers fear a protracted outage even if the LNG giant can quickly begin a production restart.
Wed, Mar 4, 2026
ENERGY INTELLIGENCE NEWS
Qatar’s al-Kaabi: Market Missing Giant LNG Shortfall
The Qatari energy minister warns that the world is underestimating the magnitude of the disruptions to both oil and LNG supplies taking shape in the latest Mideast war.
Fri, Mar 6, 2026
ENERGY INTELLIGENCE NEWS
Hormuz Tanker Traffic Remains at Effective Standstill
A handful of tankers have traversed the strait, but concerns over crew safety and security remain a crucial impediment to a return to normal activity, experts say.
Mon, Mar 9, 2026
NEFTE COMPASS
Putin Considers Stopping Russian Gas Exports to Europe
The Russian leader said Moscow might stop gas supplies to Europe soon, before the EU imposes a ban on Russian imports.
Wed, Mar 4, 2026
Market Prices
WTI & Brent Prices
Our Experts
Our Experts
>
Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
Monica Enfield
Managing Director, Research and Advisory
Email Monica
Casey Merriman
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
Email Casey
Ian Nathan
Director, Gas and LNG Research
Email Ian
Abhi Rajendran
Director, Oil Markets Research
Email Abhi
Michael Collins
Director, Low-Carbon Energy Research
Email Michael
Explore Energy Intelligence
>
Low-Carbon Energy Service
Learn More
>
Oil Markets Service
Learn More
>
Gas and LNG Service
Learn More
>
Risk Service
Learn More
>
Competitive Intelligence Service
Learn More
>
Energy Intelligence Premium
Learn More
>
Download our new app today. Search for “Energy Intelligence” in your preferred app store.
Download Now >