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Energy Intelligence Store
Mideast Gulf War: Infrastructure Risk Tracker
Energy Intelligence’s 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗥𝗶𝘀𝗸 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 is now available, fully interactive and updated daily.
The dashboard provides verified details on incident locations, facility types, and confirmed impacts across the hashtag Middle East, helping you stay ahead of evolving risks. The full dataset is also available for download.
Explore Now >
Critical Trends: Mideast Gulf War Edition
In our latest Critical Trends reports, Energy Intelligence updates the expectations for gas and LNG prices that have evolved since early March in line with Mideast Gulf developments, with an eye on pricing dynamics akin to those encountered during the 2022 Russia crisis.
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In Conversation With: Arsenio Dominguez
Arsenio Dominguez, Secretary General of the International Maritime Organization discusses the immediate crisis in the Mideast and longer-term maritime decarbonization priorities, with Conversation of the Century Editor, Ronan Kavanagh.
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Mideast Gulf War Report
The energy sector fallout from the war between the US, Israel and Iran is growing. As attacks on tankers and regional energy assets intensify, Energy Intelligence’s Mideast Gulf War: Infrastructure Risk Tracker helps clients cut through the noise, tracking daily incidents, facility types, locations, and operational status to provide essential context in this rapidly changing situation.
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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.
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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.
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Top Stories
Story 1
ENERGY INTELLIGENCE NEWS
What We Know About the State of Play in the Strait of Hormuz
Energy Intelligence looks at what energy flows are getting through or around the strait — and why it remains effectively blocked.
Thu, Apr 2, 2026
Read More
>
Story 2
ENERGY INTELLIGENCE NEWS
Hormuz Disruption Roils African Oil Markets, Economies
Sub-Saharan Africa's low fuel stocks and heavy reliance on imported refined product leave it particularly exposed to the current Hormuz disruption.
Thu, Apr 2, 2026
Story 3
ENERGY INTELLIGENCE NEWS
Brussels Calls for Action to Conserve Fuel
The EU is urging people to cut back on driving and flying in order to eek out dwindling diesel and jet fuel supplies.
Thu, Apr 2, 2026
Story 4
ENERGY INTELLIGENCE NEWS
Asian Buyers Remain Wary of Iran Oil Sanctions Waiver
Private Chinese refiners remain the primary buyers of Iranian oil, although sales could drop as high oil prices bite and Beijing caps retail fuel prices.
Thu, Apr 2, 2026
Story 5
ENERGY INTELLIGENCE NEWS
Iraq Inks Contract to Export 50,000 b/d of Crude via Syria
Fuel oil shipments have already reached Syria for export, while no timeframe was given as to when the first 50,000 b/d of crude is set to be exported.
Thu, Apr 2, 2026
Middle East War
ENERGY INTELLIGENCE NEWS
Oil Market Sends Troubling Signals as Spot Barrels Dwindle
Tightness in physical markets is accelerating far beyond what futures prices imply, pointing to big problems ahead without a reopening of the Strait of Hormuz.
Thu, Apr 2, 2026
Read More
>
PETROLEUM INTELLIGENCE WEEKLY
Hormuz Price Impacts Will Linger Long After War Ends
Beyond the logistical and operational complications of bringing flows back to normal, experts warn of a likely permanent risk premium for crude going forward.
Thu, Apr 2, 2026
ENERGY INTELLIGENCE NEWS
One Month in, Mideast War Drives Half-Billion Barrel Oil Loss
Energy Intelligence calculates that seaborne crude and products exports from the Mideast, excluding Iran, fell by nearly three-quarters in March, an unprecedented loss in global supply.
Wed, Apr 1, 2026
ENERGY INTELLIGENCE NEWS
Crude Prices Ease, But Distillates Point to Prolonged Problems
Oil prices retreated again on Wednesday on hopes that the war in the Middle East is nearing an end, although action in products markets remains worrisome.
Wed, Apr 1, 2026
RISK RESEARCH
Mideast Gulf War: Infrastructure Risk Tracker
Energy Intelligence has updated its Mideast Gulf War: Infrastructure Risk Tracker, a new Excel-based tool to assess energy sector fallout from widening conflict. The tracker updates day-by-day attacks on regional energy infrastructure, noting the date, facility type and location of each incident. Latest update: Apr 1'26.
Thu, Mar 19, 2026
In Depth
Top Story 1
PETROLEUM INTELLIGENCE WEEKLY
Will Supply Crisis Have Lasting Impact on Oil Demand?
Some believe the war in the Middle East will accelerate the timeline for peak demand, while others say it will be a temporary blip for the oil market's trajectory.
Thu, Apr 2, 2026
Read More
>
Top Story 2, 3 & 4
ENERGY COMPASS
Long Tail of Iran War Crimps Trump's Political Fortunes
The current trajectory of the Iran war and energy shocks threatens the Republican Party’s hold of Congress, and with it, Trump's presidency.
Wed, Apr 1, 2026
PETROLEUM INTELLIGENCE WEEKLY
Hormuz Price Impacts Will Linger Long After War Ends
Beyond the logistical and operational complications of bringing flows back to normal, experts warn of a likely permanent risk premium for crude going forward.
Thu, Apr 2, 2026
ENERGY COMPASS
China's Wins and Losses From the Middle East War
China remains insulated from supply pressures and sees cleantech wins. But a protracted war poses risks, and China's Iran ties haven't yielded special favors.
Wed, Apr 1, 2026
Latest Research Reports
Latest 1
RISK RESEARCH
Quarterly Risk Outlook, Q2’26: Geopolitical and Conflict Risks Come to the Forefront
The energy industry is facing the highest levels of geopolitical and conflict-related risks in decades in the wake of the war in the Middle East, the Russia-Ukraine War and the US seizure of former Venezuelan President Nicolas Maduro. Libya, Mozambique and Sudan are other geopolitical risks on our radar. In this Quarterly Risk Outlook, we outline the aboveground risk implications of these developments for the energy sector, while also making significant adjustments to various Country Risk Index scores across the Middle East.
Wed, Apr 1, 2026
Read More
>
Latest 4
OIL MARKETS RESEARCH
Weekly Monitor: The Higher Oil Goes, The Harder It Will Fall
Mon, Mar 30, 2026
GAS AND LNG RESEARCH
Critical Trends, March 2026: Mideast Gulf War Edition
Thu, Mar 26, 2026
OIL MARKETS RESEARCH
Weekly Monitor: Large Upside/Downside Possibilities for Oil On Conflict Outcomes
Mon, Mar 23, 2026
RISK RESEARCH
Energy Economics Monitor: March 2026 Update
Tue, Mar 17, 2026
Latest Data
World Energy Opinion
WORLD ENERGY OPINION
From Energy Shock to Global Recession
An asymmetric energy shock, intensified by a stronger dollar, is accelerating demand destruction and pushing the global economy toward a recession.
Thu, Apr 2, 2026
Read More
>
WORLD ENERGY OPINION
The Case for Diversification
Systemic instability is exposing the risks of overreliance on a single energy source, strengthening the case for diversification, argues Drax’s Ross McKenzie.
Tue, Mar 31, 2026
WORLD ENERGY OPINION
Middle East War: A Boost for Renewables?
This latest global energy crisis highlights the risks associated with fossil fuel disruptions and underscores renewables' energy security benefits.
Mon, Mar 30, 2026
WORLD ENERGY OPINION
How to Build a GCC Power Market
A cross-border regional power market could bring substantial benefits for GCC countries, suggests the Zero Emissions Traders Alliance in this opinion piece.
Fri, Mar 27, 2026
WORLD ENERGY OPINION
The Battle for Hormuz
The struggle between the US and Iran now boils down to one critical issue — who controls the Strait of Hormuz.
Tue, Mar 24, 2026
Most Read
ENERGY INTELLIGENCE NEWS
Petronas CEO Warns of ‘Energy Disaster’ as Malaysia Feels Pinch
Petronas' CEO has warned of stagflation risk as subsidy reforms and supply disruptions expose Southeast Asia’s energy vulnerabilities.
Tue, Mar 31, 2026
ENERGY INTELLIGENCE NEWS
Red Sea in the Spotlight as Houthis Join Mideast War
Yemen's Houthis widened the Middle East war over the weekend, launching attacks against Israel and putting the Bab al-Mandeb Strait in focus.
Mon, Mar 30, 2026
ENERGY INTELLIGENCE NEWS
India Resumes Iranian Oil, LPG Purchases in Supply Reshuffle
India is set to import Iranian oil for the first time in seven years in a significant reshuffling of supply sources despite the lack of a smooth payment mechanism.
Tue, Mar 31, 2026
WORLD ENERGY OPINION
From Energy Shock to Global Recession
An asymmetric energy shock, intensified by a stronger dollar, is accelerating demand destruction and pushing the global economy toward a recession.
Thu, Apr 2, 2026
ENERGY INTELLIGENCE NEWS
Russia’s Ust-Luga Export Outlet Hit in Fresh Attack
Ust-Luga, Russia’s second-largest oil export outlet in the region, was hit for the third time in a week on Mar. 29 in a long-range drone strike.
Mon, Mar 30, 2026
ENERGY INTELLIGENCE NEWS
One Month in, Mideast War Drives Half-Billion Barrel Oil Loss
Energy Intelligence calculates that seaborne crude and products exports from the Mideast, excluding Iran, fell by nearly three-quarters in March, an unprecedented loss in global supply.
Wed, Apr 1, 2026
Market Prices
WTI & Brent Prices
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Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
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Managing Director, Research and Advisory
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Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Ian Nathan
Director, Gas and LNG Research
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Director, Oil Markets Research
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Michael Collins
Director, Low-Carbon Energy Research
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