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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.
Watch Now >
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
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
Read More
>
Story 2
ENERGY INTELLIGENCE NEWS
New BP CEO O'Neill Vows ‘Clear Direction and Consistency’
Together with BP's chair of six months, O'Neill is expected to cut costs further and tighten the UK major's renewed focus on oil, gas and LNG.
Wed, Apr 1, 2026
Story 3
ENERGY INTELLIGENCE NEWS
Rosneft Adopts Cautious Stance on Oil Price Bounce
Despite the recent surge in oil prices, Rosneft's CEO warned investors that escalating freight and insurance costs will largely offset potential revenue gains.
Wed, Apr 1, 2026
Story 4
ENERGY INTELLIGENCE NEWS
Mideast War Sows Political Pain for Trump, Republicans
Mounting economic and political pressure stemming from the war is becoming increasingly hard to ignore for Republicans as US midterm elections draw nearer.
Wed, Apr 1, 2026
Story 5
ENERGY INTELLIGENCE NEWS
Chevron Takes FID on Equatorial Guinea’s Aseng Gas Project
Chevron has taken an FID on the Aseng Gas Monetization Project offshore Equatorial Guinea, the US major announced late on Tuesday.
Wed, Apr 1, 2026
Middle East War
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
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>
ENERGY COMPASS
Gulf-Iran Ties: Destination Unknown
Gulf Arab states must navigate new terms of coexistence with Iran, but in the near term, access to and governance of Hormuz is the No. 1 priority.
Wed, Apr 1, 2026
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
ENERGY COMPASS
India Takes a Hit as Middle East War Enters Second Month
New Delhi's price relief measures are set to extract a steep budget toll, growth prospects are retracting and industry and consumers are feeling the pinch.
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
COMPETITIVE INTELLIGENCE WEEKLY BRIEFING
Mideast War: Three Majors Most Affected by LNG Disruption
Energy Intelligence breaks down how Exxon Mobil, Shell and TotalEnergies are exposed — and navigating — the unprecedented disruptions to Qatari and UAE LNG.
Wed, Apr 1, 2026
Read More
>
Top Story 2, 3 & 4
EI NEW ENERGY
How Hard Will Mideast Crisis Hit Demand for Fossil Fuels?
Gas faces the greatest risk of structural damage, analysts say, though some suggest the impact on oil could be profound. Coal and renewables could get a lift.
Wed, Apr 1, 2026
ENERGY COMPASS
Gulf-Iran Ties: Destination Unknown
Gulf Arab states must navigate new terms of coexistence with Iran, but in the near term, access to and governance of Hormuz is the No. 1 priority.
Wed, Apr 1, 2026
EI NEW ENERGY
IMO Chief Still Focused on Shipping’s Carbon 'Marathon'
IMO Secretary-General Arsenio Dominguez hopes to maintain global momentum on shipping decarbonization despite internal divisions and external disruptions.
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
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
Read More
>
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
WORLD ENERGY OPINION
How We Deliver Energy Matters More Than Sources
Ahead of CERAWeek 2026, the chairman of Abu Dhabi’s Department of Energy examines what really matters in the energy debate in this opinion piece.
Fri, Mar 20, 2026
Most Read
ENERGY INTELLIGENCE NEWS
Ukraine Strikes Key Russian Oil Refinery, Black Sea Tanker
The attacks come a day after the bombardment of Russia’s largest export facilities in the Baltic Sea.
Thu, Mar 26, 2026
ENERGY INTELLIGENCE NEWS
Iran Seeks to Assert Authority Over Hormuz Transits
As Iran takes steps to formalize its control over the waterway, exports through Hormuz bypass routes have nearly doubled from last week.
Fri, Mar 27, 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
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
PETROLEUM INTELLIGENCE WEEKLY
Industry's Brave Face Belies Existential Risks
The oil and gas sector has faced its share of crises, but there is a palpable fear this time of saying the quiet part out loud: The current war presents existential risks.
Thu, Mar 26, 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
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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Casey Merriman
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Ian Nathan
Director, Gas and LNG Research
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Abhi Rajendran
Director, Oil Markets Research
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Michael Collins
Director, Low-Carbon Energy Research
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