Commodities Report: Natural gas futures | 2026-03-11 13:00 UTC [QZBR] | Bullish | Unstable

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1. https://www.thehindubusinessline.com/news/world/cargo-ship-hit-by-projectile-in-strait-of-hormuz/article70729854.ece - * Three vessels have been hit by unknown projectiles in the Strait of Hormuz, causing at least three incidents. * The Thailand-flagged bulk carrier Mayuree Naree was targeted, with a fire onboard extinguished; no environmental impact reported. * The Japan-flagged container ship One Majesty suffered minor damage and is en route to a safe anchorage. * The Marshall Islands-flagged Star Gwyneth was damaged by a projectile, but crew are safe. * The incidents follow an increase in attacks since the Iran conflict began on 28 February, with at least 14 ships targeted. * Traffic through the Strait, a major oil and gas supply route, has decreased since the conflict.
2. https://attackofthefanboy.com/politics/trump-says-u-s-destroyed-16-iranian-vessels-over-mine-fears-but-the-real-warning-about-the-strait-of-hormuz-is-chilling/ - * The U.S. military destroyed 16 Iranian mine-laying vessels amid fears of mine deployment in the Strait of Hormuz. * The action was based on intelligence indicating Iran was preparing to lay mines. * The strike targeted inactive ships believed connected to potential mining operations. * President Trump warned Iran that any mines would trigger severe military retaliation. * The Strait of Hormuz handles approximately 20% of global oil shipments, making the threat significant for energy markets.
3. https://www.dailyexcelsior.com/analysis-iran-war-becomes-contest-of-who-can-take-most-pain/ - * The war on Iran involves economic damage and energy market disruption, with oil prices reaching nearly USD 120 a barrel amid the conflict. * US President Donald Trump indicates a short-term war, while Iran asserts it holds the upper hand and will determine the war's end. * Iran retaliates with missile and drone attacks, affecting Gulf Arab countries and targeting oil infrastructure and shipping routes. * Strait of Hormuz shipping halts, and Iran threatens to block oil exports through the strait. * Both US and Iranian leadership aim to survive and maintain power; US faces challenges in countering Iran’s influence and nuclear stockpiles.
4. https://www.middleeasteye.net/news/iran-says-it-will-target-banks-and-economics-centres-region - * Iran's military threatened to strike US and Israeli banks and economic centres in the region. * An Iranian bank in Tehran was hit overnight, with casualties reported. * Iran announced it would launch missile attacks against Israel. * Iran continued attacks on Gulf countries, including drone interceptions near Dubai, Kuwait, Saudi Arabia, and Qatar. * An attack targeted a diplomatic facility in Iraq, and bombing occurred in Isfahan, Iran. * Israeli strikes in Lebanon resulted in 570 deaths since 2 March.
5. https://www.huffpost.com/entry/iran-trump-oil-gas_n_69b02614e4b0a62acae5a2ca - * President Donald Trump's war in Iran causes sharp fluctuations in global oil prices, with prices rising from around $70 to $119 a barrel, then falling below $90. * Oil prices are impacted by the closure of the Strait of Hormuz, as Iran blocks shipping lanes, threatening to choke off oil shipments. * US politicians, mainly Republicans, urge patience and predict short-term impact, while Democrats blame the war for economic pain. * Gas prices in the US have increased over 21% in a week, averaging $3.47 per gallon, influencing consumer costs and possibly electoral outcomes. * US concerns focus on the strategic importance of the Strait of Hormuz and the stability of oil exports to global markets.
6. https://thefrontierpost.com/war-in-the-gulf-a-new-shock-to-global-energy-security/ - * The escalation involving the US, Israel, and Iran raises concerns over the Strait of Hormuz, a vital maritime route for oil exports. * Risk of confrontation or blockade could disrupt global energy flows, influencing prices and markets. * Shipping companies and insurers are adjusting risk assessments and premiums amid heightened tensions. * Rising energy prices impact global economies, inflation, and economic growth, especially for energy-importing nations. * Countries are strategising diversification, renewable investments, and international cooperation to mitigate risks.
7. https://thenewsguru.ng/news/drones-land-near-dubai-airport-ships-hit-as-iran-continues-with-attacks/ - - Drones fell near Dubai airport, injuring four people. - Ships were hit in or near the Strait of Hormuz, causing fires. - Iran increased attacks on Gulf oil infrastructure and shipping, amid Middle East conflict. - Saudi Arabia intercepted drones and ballistic missiles targeting its facilities. - Attacks have disrupted oil production, leading to force majeure declarations by QatarEnergy and Kuwait.
8. https://lenta.ru/news/2026/03/11/predskazan-effekt-ot-vyzvavshego-paniku-v-evrope-zayavleniya-putina/ - * Russian analyst Igor Yushkov states Russia aims to redirect LNG exports from Europe to maximise profits and influence prices. * Statements from Putin and Russian government suggest continuation of LNG shipments, not pipeline gas, during the European heating season. * European gas prices are predicted to rise due to the situation, with a potential impact on market deficit and supply security. * Russia benefits from tax exemptions on LNG exports, while export duties on pipeline gas remain high at 30%. * US and Qatar are mentioned as other significant LNG suppliers, with Qatar's share slightly behind Russia's. * European Union faces ongoing risks of energy shortage during winter due to potential reductions in Russian gas supplies.
9. https://www.politico.eu/article/strait-of-hormuz-ships-us-iran-minelayer-war/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication - * Greece’s shipping ministry issued a warning about potential mining in the Strait of Hormuz. * US authorities reported striking 16 Iranian vessels believed to be involved in laying mines. * US President Donald Trump warned Iran to remove any mines immediately. * The threat of mining causes vessels to avoid the waterway, even if mines are not deployed. * The incident involves US, Iran, Greece, and international maritime security concerns.
10. https://oilprice.com/Latest-Energy-News/World-News/Qatars-LNG-Shutdown-Sends-Shockwaves-Through-Global-Gas-Markets.html - * QatarEnergy’s LNG production complex has been shut down for five days with no shipments. * The shutdown follows Iranian drone strikes on Ras Laffan and Mesaieed facilities on March 2, with a force majeure declared. * About 20% of the world's LNG exports are affected, with LNG carriers diverted from Europe to Asia. * Restarting production at Ras Laffan will take several weeks, with limited immediate response from U.S. producers. * Gas prices in Asia and Europe surged, with concerns over longer-term supply shortages if the shutdown persists.
11. https://lenta.ru/news/2026/03/11/mirovye-energogiganty-ob-yavili-fors-mazhor-iz-za-voyny-v-irane/ - * Shell and TotalEnergies announce force majeure on LNG supplies from Qatar amid Iran war, causing temporary halt in Qatar's LNG production. * The companies have long-term partnerships with QatarEnergy and are involved in expanding North Field's capacity by 2027. * Annual LNG production for Shell in Qatar is approximately 6.8 million tonnes; for TotalEnergies, 5.2 million tonnes. * QatarEnergy estimates it will take from two weeks to several months to restore LNG supplies. * Infrastructure damage in Ras Laffan has led to a declared force majeure, with a recovery time of at least one month.
12. https://lenta.ru/news/2026/03/11/mirovye-energogiganty-ob-yavili-fors-mazhor-iz-za-voyny-v-irane/ - * Shell and TotalEnergies declared force majeure to clients due to Iran war, causing temporary shutdown of LNG production in Qatar. * The event affects companies' long-term partnership with QatarEnergy and expansion projects planned for 2027. * Annual LNG volumes from Qatar: Shell 6.8 million tonnes, TotalEnergies 5.2 million tonnes. * Restoring supplies may take from two weeks to several months due to infrastructure damage and initial estimates suggest at least one month for full recovery.
13. https://slguardian.org/lng-tankers-divert-to-asia-as-middle-east-crisis-sparks-global-gas-price-shock/ - * Tankers carrying LNG from the US and other suppliers are shifting from Europe to Asia due to escalating tensions in the Middle East. * The diversion began in early March, prompted by fears of disruption through the Strait of Hormuz. * Several ships changed course amid a widening price gap between Asian and European markets, with Asian prices more than doubling European prices. * QatarEnergy declared force majeure on March 4, easing contractual obligations and contributing to supply concerns. * Countries in Asia and Europe face potential supply shortages and increased energy costs due to redirected LNG shipments and market competition.
14. https://www.thehindubusinessline.com/economy/global-lng-hunt-intensifies-as-west-asia-conflict-cuts-supply/article70729490.ece - * The conflict in the Middle East has shut down Ras Laffan, Qatar's largest LNG export facility, and halted traffic through the Strait of Hormuz. * Approximately 20% of global LNG supply is affected, with about three Qatari cargoes removed daily. * Surge in regional prices and difficulties in securing supplies for Asia and Europe due to outages. * US and Australian LNG capacity is near full utilisation, limiting supply response. * Market analysts forecast a potential deficit if outages persist, delaying the expected LNG glut.
15. https://oilprice.com/Latest-Energy-News/World-News/Qatars-LNG-Shutdown-Sends-Shockwaves-Through-Global-Gas-Markets.html - * QatarEnergy’s LNG production complex has been shut down for five days, with no shipments since February 28, due to Iranian drone strikes on Ras Laffan and Mesaieed facilities on March 2. * The shutdown results in a loss of 20% of the world’s LNG exports, prompting a shift of US LNG cargoes to Asia and causing a spike in gas prices in Europe and Asia. * Restarting production will take several weeks, affecting supply in the short term; some analysts believe the disruption is temporary. * Forecasts have been revised, and a month-long shutdown could cause a global LNG deficit, as US production cannot quickly respond to fill the gap.
16. https://energynow.com/2026/03/lng-canada-ramps-up-output-as-iran-war-threatens-global-gas-supplies/ - ["*LNG Canada, a Shell-led venture, increased production and exports to Asia in March 2025, with five cargoes already shipped, exceeding half of February's total volume.", '*The project is operating close to its full capacity of 14 million metric tons per year, with additional shipments scheduled.', '*The venture exports predominantly to Japan, South Korea, and the Philippines, with all shipments directed to Asia.', "*The increase in activity is partly driven by disruptions in Qatar's supply due to conflict-related force majeure, affecting global LNG markets.", "*LNG Canada's facility in Kitimat is the first large-scale Canadian LNG plant with direct Pacific access, reducing shipping time to Asian markets."]
17. https://slguardian.org/lng-tankers-divert-to-asia-as-middle-east-crisis-sparks-global-gas-price-shock/ - * Tankers carrying LNG from the US and other suppliers are diverting from Europe to Asia due to Middle East tensions and rising prices. * The diversion started in early March, with several vessels changing route amid fears of disruption through the Strait of Hormuz. * Asian LNG prices have more than doubled compared to pre-Feberuary levels, driven by a QatarEnergy force majeure declaration and regional supply fears. * Most Middle Eastern LNG exports, mainly from Qatar, are destined for Asia, particularly China, Taiwan, and South Korea. * Europe faces supply tightening as shipments are redirected, with low storage levels increasing competition and prices.
18. https://oilprice.com/Latest-Energy-News/World-News/Qatars-LNG-Shutdown-Sends-Shockwaves-Through-Global-Gas-Markets.html - * QatarEnergy’s LNG production complex has been shut down for five days, the longest since 2008. * No LNG shipments from Qatar have passed the Strait of Hormuz since February 28. * The shutdown follows Iranian drone strikes and a force majeure declaration. * The disruption has caused a surge in gas prices in Asia and Europe, with US LNG cargoes diverted. * Restart is expected to take several weeks, with potential for a global LNG deficit if prolonged.
19. https://www.straitstimes.com/asia/ill-be-the-one-to-lose-hawkers-drivers-in-asia-brace-themselves-for-fuel-shortage-amid-iran-war - * Asia faces fuel shortages and rising prices due to Iran war disrupting oil and gas supplies. * India and neighbouring countries experience LPG price hikes, hoarding, and supply constraints. * Several Asian countries impose measures like rationing, export suspensions, and work-from-home policies. * Countries like India, China, South Korea, and Malaysia seek to diversify energy sources amid supply disruptions. * Concerns grow over inflation, fuel subsidies costs, and long-term energy security impacts.
20. https://www.tz.de/politik/treibstofftanker-weichen-nach-asien-aus-und-gefaehrden-britische-versorgung-zr-94210805.html - * Eight ships laden with LNG have been redirected from Europe to Asia amid the Iran conflict. * The shift increases pressure on European gas prices, which are already rising, as Asia bids higher for LNG. * The Iran war has caused a halt in LNG exports through the Strait of Hormuz, affecting global supply. * Asian countries such as Japan, Korea, and China are seeking alternative LNG sources. * European gas storage levels are below 30%, raising concerns about winter supplies and potential price increases.
21. https://oilprice.com/Latest-Energy-News/World-News/Europe-and-Asia-Battle-for-Critical-Spot-LNG-Supply.html - * Asia faces difficulties securing spot LNG cargoes for March as Qatar halts exports and Strait of Hormuz remains inaccessible. * European and Asian spot LNG prices reach three-year highs; Qatar's Ras Laffan complex halts LNG production. * Asian countries, especially South Asian economies, are highly exposed to Qatari LNG, with potential market tightening. * Key Asian LNG importers like China and Japan have limited exposure to Qatar’s LNG, while South Korea, Taiwan, and Singapore are highly vulnerable. * Rising demand and market uncertainty threaten to escalate competition for available LNG supplies.
22. https://oilprice.com/Energy/Coal/88-Spike-in-Gas-Prices-Forces-Utilities-to-Coal.html - * Disruption following Qatar's LNG facility shutdown caused European gas prices (TTF) to soar by 88% and Asian coal prices to jump over 9%. * The attack on Qatar's LNG export facility halted roughly 20% of global supply, leading to increased fuel switching from gas to coal. * European natural gas (TTF) prices increased by 88%, with forecasts of further rises if the disruption persists. * Asian countries like India, Korea, Thailand, and Taiwan are vulnerable due to reliance on the Strait of Hormuz for oil and gas. * Gas-to-coal switching is likely to continue as fuel prices remain volatile, impacting energy security in Asia and Europe.
23. https://www.tu.no/artikler/dette-trenger-du-a-vite-om-den-nye-energikrisen-i-europa/569360 - * Europe faces heightened energy security concerns due to Iran conflict, Hormuz Strait closure, and Qatari LNG issues. * Oil prices reached 102 dollars per barrel, and EU gas spot prices doubled to 61 euro per megawatt hour. * Norway may gain considerable revenue from increased gas exports, but faces broader economic impacts. * EU is more resilient than in 2022 but remains vulnerable to geopolitical risks due to high import dependency. * Risks include increased reliance on Russian fossil fuels and potential setbacks in climate policies. * EU discusses measures like suspending ETS, strategic reserves, and diversifying gas sources including Aserbajdsjan and Algeria. * Longer-term strategies focus on accelerating renewables, electrification, and reducing reliance on fossil fuels, supported by policy adjustments like lower electricity taxes.
24. https://www.oneindia.com/india/centre-invokes-essential-commodities-act-to-safeguard-lpg-supply-amid-middle-east-crisis-011-8022247.html - * The Indian government invoked the Essential Commodities Act and the Natural Gas (Supply Regulation) Order, 2026, due to concerns over LPG supply disruptions caused by the Middle East crisis. * Priorities for gas supply include domestic PNG, CNG, LPG production, fertiliser plants, and key pipeline operations, with specific planned allocations relative to last six months' usage. * Several suppliers have invoked force majeure; gas movements through the Strait of Hormuz have been impacted. * Refineries may reduce gas use to about 65%, and diversion of natural gas is to ensure essential sector needs are met. * The directives override existing commercial contracts to prevent shortages and involve key organisations such as ONGC and Reliance Industries.
25. https://www.mediafax.ro/externe/o-perturbare-afecteaza-legatura-submarina-de-energie-electrica-dintre-finlanda-si-suedia-23700161 - * Region of the Baltic Sea on high alert after submarine cable, telecom, and gas pipeline failures since Russia’s invasion of Ukraine in 2022, attributed to sabotage or maritime accidents. * Disruption of the Fenno-Skan 2 interconnector between Finland and Sweden caused by substation fault, with submarine cable section unaffected. * Svenska kraftnät reports technical failure; investigation involves no law enforcement. * The 800 MW line disruption was expected to last about 18 hours; operation to resume shortly.
26. https://www.business-standard.com/world-news/global-hunt-for-lng-intensifies-as-west-asia-conflict-cuts-supply-126031100097_1.html - * The war in West Asia has caused a shift in physical LNG flows, with shipments diverted from Europe to Asia. * Ras Laffan, the world's largest LNG export facility in Qatar, has shut down, removing about 20% of global LNG supply. * The Strait of Hormuz closure and smaller Abu Dhabi plant outages contribute to supply constraints. * US and Australian LNG capacity is already fully utilised, limiting supply increase. * European and Asian markets face rising prices and supply shortages, with difficulties in securing additional LNG. * New US LNG projects are under construction but will only incrementally add supply. * Analysts predict a supply deficit if outages persist beyond one month, delaying expected LNG glut.
27. https://www.hokanews.com/2026/03/putin-warns-russia-could-halt-gas.html - * Russian President Vladimir Putin warns that Russia could immediately halt natural gas supplies to Europe. * The statement raises fears of an energy shock impacting European markets. * Russia's significant reserves and influence in global energy markets are highlighted. * Europe has been actively diversifying energy sources, including LNG imports and renewables. * The potential supply halt could cause price spikes and economic instability in Europe.
28. https://www.india.com/news/modi-government-big-step-israel-iran-war-regulates-natural-gas-supply-crisis-situation-petroleum-natural-gas-supplies-us-donald-trump-8337919/ - * The Modi government regulates natural gas supply in India due to disruptions caused by the Iran-US-Israel war. * In 2026, the government issued the Natural Gas (Supply Regulation) Order to manage supply constraints. * Priority allocation is given to key sectors such as households, CNG for transport, LPG production, and pipeline operations. * The decision follows reduced LNG shipments through the Strait of Hormuz affected by geopolitical tensions. * The regulation aims to ensure stable supplies during global supply uncertainties.
29. https://oilprice.com/Energy/Coal/88-Spike-in-Gas-Prices-Forces-Utilities-to-Coal.html - * Gas prices in Europe surged 88% following Qatar's LNG export facility shutdown after a drone attack, causing power generation to switch to coal. * Asian coal prices increased over 9% to $150/ton due to energy flow disruptions in the Gulf and slowed transit through the Strait of Hormuz. * The attack on Qatar's LNG facility, which accounts for roughly 20% of global LNG supply, has led to increased fuel switching from gas to coal, particularly in Europe. * Natural gas prices are expected to remain high, with forecasts suggesting a potential rally to above 100 EUR/MWh if the supply shock endures. * Emerging Asian markets such as India, Korea, Thailand, and Taiwan face high energy risk due to reliance on oil and gas transit through the Strait of Hormuz, with implications for electricity and industrial supply chains.
30. https://www.cbsnews.com/news/iran-mines-strait-of-hormuz/ - * Iran may deploy naval mines in the Strait of Hormuz to disrupt shipping, according to U.S. officials. * Iran is using smaller craft to lay mines; estimates of Iran’s mine stock range from 2,000 to 6,000 mines. * U.S. President Trump warned Iran of consequences if flow of oil is stopped in the strait. * U.S. military operations are actively targeting mine-laying vessels and storage facilities. * The Strait of Hormuz is a critical energy chokepoint, supplying 20% of global oil, with disruptions affecting markets.
31. https://guineematin.com/2026/03/10/guerre-au-moyen-orient-liran-nautorisera-pas-lexportation-dun-seul-litre-de-petrole-de-la-region/ - * L'Iran annonce qu'aucun pétrole ne sera exporté de la région jusqu'à nouvel ordre, en réponse aux menaces américaines. * Les autorités iraniennes contrôlent le détroit d’Ormuz, une zone stratégique transitant un quart du pétrole mondial. * Les tensions ont augmenté suite à des frappes israélo-américaines contre l’Iran le 28 février. * La CNUCED alerte sur les perturbations du trafic maritime qui pourraient affecter l’énergie, le transport maritime, et les chaînes d’approvisionnement mondiales. * La hausse des coûts liés au fret et aux primes d’assurance pour risques de guerre est observée. * La crise pourrait particulièrement impacter les pays en développement dépendants des importations d’énergie.
32. https://easternherald.com/2026/03/10/russia-ukraine-war-bryansk-missile-strike/ - * A missile strike targeted Bryansk, Russia, causing casualties and damage, in the context of the Russia Ukraine war. * The attack raised concerns over the conflict expanding into Russian territory, with reports of casualties and damage including a microelectronics plant. * Cross-border strikes and drone attacks have increased since 2024, targeting Russian regions bordering Ukraine, including Bryansk. * The conflict continues to cause human suffering on both sides and has impacted global energy markets and geopolitical stability. * Diplomatic efforts are underway amid escalation, with discussions of potential peace talks.
33. https://www.channelnewsasia.com/business/lng-canada-ramps-up-output-iran-war-threatens-global-gas-supplies-5984981 - * LNG Canada, a Shell-led venture in Kitimat, British Columbia, increased exports to Asia in March, surpassing half of February's volume. * The export activity was driven by concerns over global disruptions to natural gas supplies, notably due to the Iran war. * The project operates at near full capacity of 14 million metric tons per year, with shipments mainly heading to Japan, South Korea, and the Philippines. * Global LNG markets are affected by Qatar's production halt due to the Iran conflict, which has impacted LNG supply routes. * The facility is the first large-scale Canadian LNG plant with direct Pacific access, enhancing its strategic importance.
34. https://www.theguardian.com/world/2026/mar/10/iranian-regime-is-not-weakening-in-face-of-us-israel-onslaught-but-becoming-more-defiant - * Iran rejects US ceasefire offers, escalating its resistance in the conflict with the US and Israel. * Iranian officials emphasise the need for guarantees against future attacks before considering a ceasefire. * Iran's parliament leader states the regime is fighting without compromise, asserting control of the Strait of Hormuz. * Iran's IRGC affirms it will control the Strait, which carries 20% of the world's crude oil and liquefied natural gas. * Tehran faces diplomatic pressure at the UN, with resolutions condemning its attacks on Gulf States, aiming to maintain its stance. * Experts highlight Iran's resource issues and the impact of regional and economic sanctions on its ability to sustain the conflict.
35. https://energynow.com/2026/03/qatari-lng-shutdown-following-u-s-military-attacks-removes-20-of-global-supply/ - * The shutdown removes approximately 10.2 billion cubic feet per day of LNG, about 20% of global trade. * It creates a major supply shock, comparable to the Russian pipeline gas loss in 2022. * Global gas prices could roughly double if the outage persists, due to limited supply elasticity. * Asia is most exposed, receiving 80% of Qatar’s LNG exports. * Elevated gas prices may lead to increased U.S. LNG exports and higher utilisation of U.S. facilities.
36. https://www.naval-technology.com/analyst-comment/hormuz-under-escort-us-naval-protection-for-tankers/ - ['Hundreds of oil and LNG tankers remain stranded in Gulf waters amid hostilities.', 'US Navy will escort ships through the Strait of Hormuz, as announced by US Energy Secretary.', 'The escort operation aims to address energy transport disruption and its economic impact.', 'US naval intervention carries broader geopolitical implications, including for China.', 'Disruption in the Strait could affect global oil and LNG supply chains.']
37. https://www.edaily.co.kr/News/Read?newsId=04611686645382008&mediaCodeNo=257&OutLnkChk=Y - * Iran’s war and Strait of Hormuz blockade threaten LNG supply chains, with potential long-term effects. * European natural gas prices surged 63% last week, reaching levels not seen since March 2022. * LNG is mainly produced in Qatar’s Ras Laffan industrial zone, with about 20% passing through the Strait of Hormuz. * Qatar has halted production following Iran’s drone attack; restart delays are due to complex industrial processes. * Rising demand for Asian markets has shifted some LNG shipments away from Europe. * Global LNG supply is limited, with few additional capacity options; US production is near maximum. * Potential for long-term market disruption if hostility in the Strait escalates further.
38. https://www.iltempo.it/economia/2026/03/10/news/gnl-forniture-stretto-hormuz-blocco-prezzi-gas-europa-crisi-energia-asia-guerra-iran-prezzi-46738898/ - * Asian and European gas buyers compete for liquefied natural gas (LNG) following disruptions caused by conflict in the Middle East and the closure of the Strait of Hormuz. * Data from ship monitoring services indicate some LNG ships have rerouted from Europe to Asia, impacting supply flows. * Prices for LNG in Asia increased significantly after the conflict, prompting US producers to redirect gas to the region. * The conflict led to higher gas and oil prices in Europe and Asia, with European prices reaching 69.50 euros per MWh. * US LNG exports are now more flexible, with ships able to navigate freely, unlike Qatar and UAE exports which face stricter regulations. * The ongoing closure of the Strait of Hormuz raises risks of shortages as storage limits and transportation dependencies grow.
39. https://www.tz.de/politik/treibstofftanker-weichen-nach-asien-aus-und-gefaehrden-britische-versorgung-zr-94210805.html - * Eight ships carrying liquefied natural gas (LNG) have changed course from Europe to Asia due to the Iran conflict. * The shift is driven by the desire to access higher prices in Asia, including Japan, Korea, and China. * As a result, European gas prices have increased above Asian prices, affecting households and businesses. * The Iran war has led to threats of attack on ships in the Strait of Hormuz and a halt in LNG exports from Qatar. * Prices in Japan and Korea are higher than in Europe, and further price increases are expected amid market competition.
40. https://oilprice.com/Latest-Energy-News/World-News/Europe-and-Asia-Battle-for-Critical-Spot-LNG-Supply.html - * Asia struggles to obtain spot LNG cargoes for March due to Qatar’s export halt and increased market tightness. * Tenders from Indian and Bangladeshi buyers have not resulted in awards, with prices rising. * Qatar’s LNG production at Ras Laffan has ceased, and Strait of Hormuz access is restricted. * Asia attracts flexible LNG cargoes away from Europe, with supply shortages likely to worsen. * South Korea, Taiwan, and Singapore are most vulnerable to high spot LNG prices.
41. https://oilprice.com/Energy/Coal/88-Spike-in-Gas-Prices-Forces-Utilities-to-Coal.html - * The shutdown of Qatar's LNG export facility following a drone attack has significantly affected global gas supply and prices. * European natural gas prices (TTF) increased by 88%, reaching 53 EUR/MWh, driven by halted flow through the Strait of Hormuz. * Asian coal prices rose over 9% to $150/ton amid energy disruptions and increased gas-to-coal switching. * The disruption is expected to last until early April, with potential for prices to rise further if the crisis persists. * Countries in Asia, including India, Korea, Thailand, and Taiwan, face energy risks due to heavy reliance on oil and gas supplies through the Strait of Hormuz.
42. https://globallnghub.com/lng-shipping-rates-surge-600-as-hormuz-risk-reshapes-global-gas-flows.html - * LNG shipping rates increased by 600% since last Friday to around $300 000/day, driven by geopolitical risks in the Strait of Hormuz. * Longer shipping routes and LNG cargo diversion from Europe to Asia are primary factors. * Short-term repositioning and higher gas prices have intensified competition for LNG carriers. * Many LNG carriers from Qatar and the UAE remain en route, with full market impacts yet to be realised. * The article discusses potential market evolution if disruptions become prolonged.
43. https://energy-oil-gas.com/news/norway-warns-gas-production-is-at-full-capacity-as-europe-faces-supply-pressure/ - * Norway's natural gas production is operating near full capacity, limiting additional supply to Europe. * The warning comes amid supply disruptions following Qatar's LNG export facility shutdown and declining Russian pipeline gas. * Europe relies heavily on Norwegian and US LNG sources, with Norwegian fields at high capacity. * Gas prices surged over 70% after Qatar facility shutdown, impacting European gas market stability. * Norway's government opposes market intervention despite increased prices, citing market stability concerns.
44. https://energynow.com/2026/03/qatari-lng-shutdown-following-u-s-military-attacks-removes-20-of-global-supply/ - * The shutdown eliminates approximately 10.2 Bcf per day of LNG supply, nearly 20% of global LNG trade. * Market impact rivals the 2022 Russia-Ukraine crisis, with global prices rising about 55% as of March 5. * Limited short-term LNG supply elasticity increases gas price risk, potentially doubling prices if the outage persists. * Asia faces greatest exposure, receiving about 80% of Qatar’s LNG exports, with reliance exceeding one third in some countries. * U.S. LNG exports could increase by 1–2 Bcf per day due to higher utilisation during the disruption. * European markets are vulnerable due to storage inventories being 550 Bcf below the five-year average.
45. https://www.iltempo.it/economia/2026/03/10/news/gnl-forniture-stretto-hormuz-blocco-prezzi-gas-europa-crisi-energia-asia-guerra-iran-prezzi-46738898/ - * Asian and European energy buyers compete for liquefied natural gas (LNG) following Middle East war-induced blockade at the Strait of Hormuz. * Most LNG is transported from Qatar and the UAE through the Strait, with prices in Asia rising sharply. * Countries like Taiwan, South Korea, and Japan need additional LNG due to disrupted supplies. * Europe’s gas prices have more than doubled since the Iran conflict began, reaching 69.50 euros per megawatt-hour. * The competition affects global gas market balances and prices, with increased risks of shortages.
46. https://www.zerohedge.com/commodities/coal-prices-surge-energy-shock-forces-power-plant-fuel-switching-exposed-countries - *Asian Newcastle coal prices increased over 9% to $150/ton due to disrupted energy flows and slower transit through the Strait of Hormuz.* *Energy shock, driven by gas price increases and a drone attack on Qatar's LNG facility, has led to increased gas-to-coal switching, especially in Europe.* *European natural gas prices (TTF) rose 88% to 53 EUR/MWh, with potential for further increases if the Qatar supply disruption persists.* *Emerging market countries such as Mexico, Thailand, and Taiwan face fuel supply vulnerabilities, with rising power generation costs and potential impacts on industrial sectors.*
47. https://www.iltempo.it/economia/2026/03/10/news/gnl-forniture-stretto-hormuz-blocco-prezzi-gas-europa-crisi-energia-asia-guerra-iran-prezzi-46738898/ - * Asian and European energy buyers compete for liquefied natural gas (LNG) due to disruptions caused by the Middle East war. * The blockage of the Strait of Hormuz has frozen about one-fifth of global gas supplies. * Asian prices and US gas exports to Asia rise as ships reroute and supplies are diverted. * Countries like Taiwan, South Korea, and Japan rely heavily on LNG imports, with Taiwan sourcing over 30% from Qatar in 2025. * European gas prices increased to €69.50/MWh amid ongoing supply tensions, though below 2022 peaks. * Business strategies have evolved, with Europe introducing contract clauses and new US LNG projects increasing available supplies.
48. https://www.energyconnects.com/news/utilities/2026/march/european-gas-prices-surge-30-as-middle-east-war-roils-markets/ - * European natural gas prices jumped by as much as 30% following ongoing Middle East conflict. * Benchmark futures extended their biggest weekly gain since the energy crisis. * The conflict has caused supply disruptions, with Europe needing more LNG imports. * Qatar’s LNG exports remain halted, impacting global supply; restart could take weeks. * Analysts revised European gas price forecasts upward, citing prolonged disruptions.
49. https://www.maritimeprofessional.com/news/windward-daily-brief-march-hormuz-416584 - * Operation Epic Fury caused disruption across maritime chokepoints in the Gulf. * Commercial tanker traffic through the Strait of Hormuz collapsed due to strikes, threats, and insurance withdrawals. * At least eight vessels were struck, and GPS/AIS interference affected over 1,100 vessels. * Disruptions extended to the Indian Ocean after a U.S. submarine sank an Iranian frigate near Sri Lanka. * Gulf LPG exports fell from 824,000 barrels on Feb 28 to zero by March 5. * Port disruptions increased at Jebel Ali and Khalifa, and energy markets experienced supply stress.
50. https://www.livemint.com/news/world/iran-war-9-key-oil-gas-pipelines-terminals-and-refineries-at-risk-why-are-they-important-11773076163390.html - * The Iran war has disrupted critical oil and gas infrastructure, including pipelines, refineries, and terminals. * Damage caused by drones and missile strikes has led to shutdowns, affecting global energy supply. * Gas and oil exports from Qatar, Saudi Arabia, Iran, Iraq, and Israel have been impacted. * Prices for Brent crude have increased from $72.97 to nearly $103. * Specific sites at risk include Ras Laffan LNG terminal, Ras Tanura refinery, East-West pipeline, Fujairah terminal, Kharg Island, Leviathan gas field, Gulf Iraqi fields, and Al Basra oil terminal.
51. https://www.zerohedge.com/commodities/coal-prices-surge-energy-shock-forces-power-plant-fuel-switching-exposed-countries - * Asian Newcastle coal prices rise over 9%, reaching $150/ton, amid disrupted energy flows and slowed transit through the Strait of Hormuz. * Surge in gas prices due to Qatar LNG export facility shutdown prompts gas-to-coal switching, especially in Europe. * European natural gas prices (TTF) increase by 88%, with forecasts adjusted for supply disruptions. * Gas-to-oil switching range in Europe is being exceeded, prompting concerns over fuel substitution. * Energy risks in EM Asia, notably in India, Korea, Thailand, Mexico, and Taiwan, due to reliance on oil and gas, with implications for power and industrial sectors.
52. https://ts-avisen.no/okonomi/358/the-boil-stock-rollercoaster-why-natural-gas-traders-suddenly-care-about-this-etf/ - * Natural gas prices increased by about 2.2%, influencing the rise of the leveraged ETF BOIL. * A US government storage report showed inventories decreased by 166 billion cubic feet, impacting market tension. * Weather forecasts predicting colder temperatures in the US increased expectations for heating demand. * BOIL is structured to deliver twice the daily performance of natural gas futures, using derivatives and futures contracts. * Market factors such as contango and LNG exports to Europe and Asia influence natural gas prices and ETF performance. * Price movements of related ETFs UNG and KOLD reflected market expectations of supply constraints. * The article highlights short-term trading rather than long-term investment in BOIL, noting daily leverage resets and market emotionality.
53. https://www.ndtv.com/world-news/trump-threatens-to-take-over-strait-of-hormuz-if-iran-tries-anything-cute-11192949 - * US President Donald Trump threatened to take over the Strait of Hormuz if Iran attempts to block or attack again. * The warning followed Iran's increased military activity and attacks near the strait, which carries about 20% of the world's oil. * Oil prices briefly rose to their highest since 2022 after Iran's leader change, then fell as tensions eased. * The US military claimed to have struck over 5,000 Iranian targets, asserting Iran's military force was nearly incapacitated. * Trump warned Iran of severe retaliation for any disruption of oil flow through the strait.
54. https://www.washingtonexaminer.com/policy/defense/4486134/trump-iran-twenty-times-harder-oil-strait-of-hormuz/ - * President Donald Trump threatened Iran with severe consequences if it attempts to close the Strait of Hormuz, emphasising US military capacity to retaliate. * Trump claimed US military success in Iran, stating the Iranian military is effectively defeated. * The operation, Operation Epic Fury, is described as the most intensive US military action since the Gulf War. * The US and Israel conducted ongoing strikes against Iran throughout Monday. * Trump suggested the US could take control of the Strait of Hormuz to ensure its safety.
55. https://wartakota.tribunnews.com/news/884120/iran-tunggu-armada-laut-as-di-selat-hormuz-usai-trump-ancam-serang-20-kali-lebih-keras - * Iran menyatakan siap menghadapi armada laut AS di Selat Hormuz dan menunggu kapal induk USS Gerald R. Ford. * Presiden Donald Trump mengancam akan menyerang Iran '20 kali lebih keras' jika dihentikan aliran minyak dunia. * Selat Hormuz melalui sekitar 20% pasokan minyak global dan menjadi titik konflik utama antara AS dan Iran. * Iran mengklaim kapal perang dan pesawat AS menjauh dari wilayah Iran karena khawatir terhadap rudal dan drone Iran. * Iran mengancam menghentikan ekspor minyak jika serangan AS dan Israel berlanjut, mengancam pasar energi global.
56. https://www.naftemporiki.gr/kosmos/2083342/tramp-thanatos-fotia-kai-orgi-an-to-iran-mplokarei-ta-stena-toy-ormoyz/?utm_source=rss&utm_medium=rss&utm_campaign=tramp-thanatos-fotia-kai-orgi-an-to-iran-mplokarei-ta-stena-toy-ormoyz - • Ο Ντόναλντ Τραμπ προειδοποίησε το Ιράν ότι θα απαντήσει στρατιωτικά αν διακόψει τη ροή πετρελαίου μέσω των Στενών του Ορμούζ. • Ισχυρίζεται ότι οι ΗΠΑ θα πλήξουν στόχους που καθιστούν αδύνατη την ανοικοδόμηση του Ιράν. • Τα Στενά του Ορμούζ είναι στρατηγικής σημασίας, με το 20% της παγκόσμιας διακίνησης πετρελαίου να περνάει από εκεί. • Η περιοχή έχει ήδη επηρεαστεί από συγκρούσεις στη Μέση Ανατολή, προκαλώντας αναταράξεις στις διεθνείς αγορές πετρελαίου.
57. https://wol.com/iran-war-markets-are-plummeting-as-the-conflict-escalates-but-not-every-industry-is-affected-money-news/ - * The Iran conflict has caused energy market disruption and affected shipping routes. * Qatar’s Ras Laffan LNG plant is forced to close, reducing global supply. * US LNG exporters benefit from price surges, with a forecast of $4bn windfall profits in the first month. * Key US companies like Venture Global and Cheniere Energy see share price increases. * Other countries with unobstructed shipping routes, such as Australia and Canada, stand to profit long-term. * US LNG exports face logistical issues, and oil prices rise amid Gulf disruptions.
58. https://wol.com/iran-war-markets-are-plummeting-as-the-conflict-escalates-but-not-every-industry-is-affected-money-news/ - * The conflict in Iran has caused a surge in LNG prices, with European and Asian markets up 50% in the first week. * Qatar’s Ras Laffan gas plant, which produces 20% of the world's LNG, has been forced to close, impacting global supply. * US LNG exporters, particularly Venture Global and Cheniere Energy, benefit from increased spot market sales and prices. * US LNG companies are expected to gain approximately $4 billion in windfall profits in the first month. * Countries with unobstructed shipping routes, such as Australia, Canada, and Peru, stand to benefit long-term. * US infrastructure disruptions and oil price increases pose challenges for US LNG industry and domestic consumers.
59. https://www.zawya.com/en/business/energy/qatarenergy-offers-10-lng-tankers-for-lease-amid-production-halt-g51jwx52 - ['* QatarEnergy offers for lease 10 LNG tankers outside the Strait of Hormuz.', '* The offer includes at least four Q-Flex tankers with a capacity of 210,000 m³.', "* Qatar's LNG production halt is linked to the US-Iran conflict and has been declared force majeure.", '* LNG freight rates have reached record highs, with Atlantic rates rising by $221,500/day to $264,250/day.', '* The production halt is expected to impact global LNG deliveries for weeks to months.']
60. https://energynow.com/2026/03/qatar-said-to-push-lng-expansion-to-2027-after-iran-drone-attack/ - * QatarEnergy delays a major LNG expansion project to at least 2027 after a drone attack forced Ras Laffan plant closure. * Production from North Field East expected to start early next year, depending on outage duration. * The project is part of a global increase in LNG supply, but the delay could slow market flooding. * Qatar had previously delayed the project to late 2022; no clear reason was provided for that delay. * Qatar’s energy minister indicated further possible delays, with the war in the Persian Gulf potentially extending outages.
61. https://energynow.com/2026/03/commentary-tracking-lng-flows-as-key-global-gas-prices-go-haywire/ - * The sudden halt of LNG exports from Qatar has caused natural gas prices to rise by 50% across Europe and Asia. * Limited vessel availability and spare liquefaction capacity restrict immediate LNG delivery options. * US, Australia, Russia, Malaysia and Nigeria are adjusting shipment schedules to capitalise on high profit margins. * US exports mainly focus on Europe, with increased shipments to Asia in early 2026. * Australian exports predominantly go to Asia, but limited supplies may restrict further redirection. * Other exporters like Russia, Malaysia, and Nigeria may increase market competition.
62. https://businesspost.ng/economy/nnpc-grows-profit-to-n385bn-amid-46-7-fall-in-january-revenue/ - * A Nigerian LNG cargo from Bonny Island was diverted to Asia after a price disparity created arbitrage opportunities, according to Reuters and Kpler data. * The LNG tanker BW Brussels changed route from Europe to Asia via the Cape of Good Hope in early March, following a surge in Asian LNG prices. * Asia’s benchmark LNG price increased by 68.52% to $25.393 per mmBtu for April delivery, influenced by geopolitical tensions and Qatar production suspension. * The price differential between Asia and Europe widened, making Asian destinations more lucrative for flexible LNG shipments. * Asian buyers and Indian officials are seeking alternative LNG sources amid disrupted Qatari exports, affecting global LNG trade flows.
63. https://marcellusdrilling.com/2026/03/mdns-energy-stories-of-interest-mon-mar-9-2026/ - * Qatar LNG outage reduces expected 2026 supply surplus, according to Morgan Stanley. * The outage impacts LNG supply and market dynamics. * The article references global energy turmoil and market reactions. * It discusses energy security and price movements, with focus on LNG and natural gas. * It is part of wider energy market analysis relevant to LNG supply disruptions.
64. https://www.bairdmaritime.com/shipping/tankers/gas/opinion-a-dive-into-the-market-forces-sending-lng-cargoes-off-course - * The stoppage of LNG exports from Qatar has caused a 50% increase in natural gas prices across Europe and Asia. * Limited vessel availability and spare liquefaction capacity restrict immediate LNG delivery. * Major exporters outside the Middle East are re-routing shipments to high-demand regions, driven by profit margins. * The article discusses impacts on LNG supply flows and market prices.
65. https://marcellusdrilling.com/2026/03/mdns-energy-stories-of-interest-mon-mar-9-2026/ - - Qatar's LNG outage impacts 2026 supply estimates, eliminating surplus, according to Morgan Stanley. - The article discusses disruptions affecting LNG supply and trade routes. - It references global energy turmoil and LNG market dynamics. - The focus is on LNG supply data and market implications. - The event underscores challenges in LNG logistics and market stability.
66. https://www.bairdmaritime.com/shipping/tankers/gas/opinion-a-dive-into-the-market-forces-sending-lng-cargoes-off-course - * The stoppage of LNG exports from Qatar, the world's second-largest exporter in 2025, has increased natural gas prices by 50% across Europe and Asia. * Limited vessel availability and spare liquefaction capacity restrict immediate LNG deliveries, maintaining elevated gas prices. * Major LNG exporters outside the Middle East are re-routing shipments to meet high demand, driven by the premium of gas prices in Asia and Europe. * The article discusses current LNG export flows and potential cargo diversions influenced by market conditions.
67. https://peakoil.com/consumption/european-gas-prices-explode-as-middle-east-war-strangles-supply - * European natural gas prices reached their highest in three years following the Middle East war and Qatar’s Ras Laffan LNG facility shutdown. * Benchmark gas futures increased by over 14%, with a 67% rise the previous week. * The Ras Laffan facility handles a significant portion of global LNG exports and its closure impacts Europe's energy security. * Oil prices, including Brent crude and WTI, doubled since the Iran conflict escalated. * Major Gulf producers began cutting production amid rising storage levels and restricted tanker passage. * Global financial markets reacted negatively, with declines in Japan, Taiwan, and European indices. * Germany’s industrial output fell, raising recession concerns. * IMF warns prolonged conflict could worsen inflation and reduce global growth. * Russia threatens to halt gas exports, worsening supply fears amid depleted storage and Qatar closure.
68. https://oilprice.com/Energy/Crude-Oil/Energy-Equities-Mixed-Despite-Oils-Biggest-Rally-Since-2022.html - * Oil prices briefly hit triple digits due to Middle East conflict, then pulled back amid tentative easing talks, with Brent oil reaching $119 before falling below $90. * QatarEnergy declared force majeure on LNG exports following disruptions in the Middle East. * Saudi Aramco's stock closed 4% higher, while US energy stocks showed limited movement despite oil price gains. * The divergence between oil prices and energy stocks suggests a potential rally exhaustion, with historical overextensions noted by analysts. * Oil price forecasts vary, with JPMorgan estimating potential spikes to $120 per barrel and StanChart projecting a $70 average in 2026.
69. https://losangelesweeklytimes.com/theres-another-energy-market-that-may-get-hit-harder-than-oil-by-strait-of-hormuz-closure/ - * Oil prices increased amid near standstill traffic in the Strait of Hormuz. * The longer-term implications of the Strait’s closure are more severe for liquefied natural gas (LNG). * Approximately 20% of global LNG flows through the Strait, mainly from Qatar. * Qatar halted LNG output following an Iranian drone attack, causing surges in gas prices. * Asian gas prices are significantly higher; some LNG vessels are rerouting from Europe to Asia. * Qatar’s LNG production restart is delayed due to infrastructure complexities and safety concerns. * Full restart could take weeks, impacting global LNG supply.
70. https://www.scmp.com/news/asia/southeast-asia/article/3345961/heatwave-coming-southeast-asia-so-energy-shock?utm_source=rss_feed - * Southeast Asia forecast to experience above-normal temperatures from March to May, with potential power demand increase. * The region faces a strain on power grids due to higher temperatures and energy supply disruptions from Middle East conflict. * Qatar, a major LNG supplier, halted its largest export facility last week, impacting regional gas supplies. * Vietnam, Thailand, and Singapore seek additional LNG shipments amid rising prices and supply competition. * Energy prices, especially LNG, remain elevated due to geopolitical tensions, risking power generation shortages.
71. https://www.thehindubusinessline.com/companies/gail-seeks-lng-cargo-for-march-delivery/article70721918.ece - * GAIL, India's largest gas distributor, issued a tender for LNG delivery in March. * The tender closes on March 9, with delivery expected between March 15-25. * The conflict in the Middle East impacted shipping and Qatari output. * GAIL may curb supplies following constraints reported by Petronet LNG. * GSPC purchased a cargo for April delivery above $20 per mmBtu. * The situation affects India’s LNG imports and supply strategies.
72. https://peakoil.com/production/new-gas-crisis-looms-over-europe - * European Union’s gas storage levels are below 30% and gas prices are at over a year-high. * QatarEnergy shut down the world’s largest LNG production facility, impacting exports. * European gas prices increased by as much as 60% following Middle Eastern conflicts. * The EU's LNG import needs could rise by 67 billion cubic metres, increasing costs by over $10 billion. * EU aims to suspend all Russian energy imports by 2027 amidst ongoing energy security concerns.
73. https://oilprice.com/Latest-Energy-News/World-News/Europes-Gas-Prices-Continue-to-Soar-as-War-Resets-Supply-Routes.html - * Europe's natural gas prices increased by 30% on Monday and saw a 67% weekly rise last week, due to disrupted supply routes. * The war in the Middle East and the closure of the Strait of Hormuz have significantly affected LNG flows. * Qatar halted LNG production at Ras Laffan and issued force majeure notices, reducing supply to Europe. * Asia has diverted LNG cargoes from Europe to meet its demand, with about 20% of global LNG supply currently offline. * Europe's shares of Qatar’s LNG exports are smaller, but the supply squeeze impacts its market dynamics.
74. https://www.bairdmaritime.com/shipping/tankers/gas/opinion-a-dive-into-the-market-forces-sending-lng-cargoes-off-course - * The sudden stoppage of LNG exports from Qatar has increased natural gas prices by 50% across Europe and Asia. * Limited vessel availability and spare liquefaction capacity restrict LNG delivery. * Major exporters outside the Middle East are rerouting shipments to supply demand in Europe and Asia. * The price premium in Asia and Europe over local prices incentivises cargo re-routing. * The development impacts regional and global gas market dynamics.
75. https://www.pubaffairsbruxelles.eu/opinion-analysis/irans-energy-warfare-strategy/ - * Iran's response to US-Israeli strike on Kharg Island threatens global energy trade infrastructure. * Closure of the Strait of Hormuz could impact nearly 20% of global oil and LNG trade. * Market disruptions include increased shipping costs, insurance premiums, and futures surges. * Disruption to Qatari LNG affects European and Asian gas supplies. * Regional and global economic repercussions include inflation and sovereign risks.
76. https://www.meed.com/iran-war-erodes-lngs-image-of-reliability - * The 28 February attack by the US and Israel on Iran and subsequent conflict have removed around 20% of global LNG supply. * Disruption has affected countries including Egypt and Kuwait, and impacted major economies in Europe and Asia reliant on Qatari LNG. * Qatar declared force majeure on 4 March, pushing gas prices to multi-year highs. * The crisis revealed LNG market vulnerabilities, with facilities operating near full capacity and reliant on few producers and routes. * Kuwait's Al-Zour import terminal faces supply issues due to Qatar’s LNG facilities being offline and the Strait of Hormuz closure, risking power shortages. * Egypt faces LNG supply uncertainty, reliance on short-term contracts, and increased spot market purchases. * Israel's offshore gas field shutdown and Qatar export issues threaten Egypt's gas and petrochemicals sectors. * Bahrain and Jordan, with recent LNG import capacity investments, may have to pay higher prices or scale back plans due to elevated global LNG prices.
77. https://www.thehindubusinessline.com/companies/gail-seeks-lng-cargo-for-march-delivery/article70721918.ece - * GAIL, India’s largest gas distributor, issued a tender for LNG delivery in March, closing on March 9. * The conflict in the Middle East curtailed shipping and halted Qatari output. * GAIL plans to execute the delivery between March 15-25. * The company may consider rationing supplies after a force majeure notice from Petronet LNG. * GSPC, another Indian LNG importer, bought a cargo for April at above $20 per mmBtu.
78. https://www.lngindustry.com/special-reports/09032026/icis-scenarios-show-how-ongoing-strait-of-hormuz-disruption-could-drive-european-gas-prices-higher/ - * Ongoing Strait of Hormuz disruption could increase European gas prices and impact LNG imports from Qatar. * ICIS examined three disruption scenarios, showing immediate and prolonged price rises. * Scenario 1: Four-week blockade with current EU regulations, leading to a €20/MWh increase in March, with prices remaining elevated. * Scenario 2: Four-week blockade with regulatory flexibility, modest price reductions but sustained market tightness. * Scenario 3: Three-month blockade causing prices to rise to about €85/MWh, with strong market tightening. * Disruptions risk depleting European gas reserves ahead of winter and increasing supply shortages.
79. https://dailypost.ng/2026/03/09/ive-instructed-russian-government-putin-threatens-retaliation-against-eu-over-new-energy-restrictions/ - * Russian President Vladimir Putin warned of possible retaliation against Europe over upcoming restrictions on Russian LNG and energy supplies. * Putin said Russia may consider halting energy exports to the European market if restrictions are imposed. * The remarks followed reports of EU plans to impose additional restrictions. * Putin instructed the Russian government to evaluate stopping energy supplies to Europe. * European Union had previously banned maritime imports of Russian crude in 2022, and pipeline exports have been affected by damage to the Druzhba pipeline.
80. https://tribune.com.pk/story/2596685/putin-says-energy-crisis-has-arrived-but-russia-ready-to-work-with-europe - *Russian President Vladimir Putin states that the US-Israeli war on Iran has triggered a global energy crisis and warned of potential complete halting of oil exports through the Strait of Hormuz within a month.* *Putin highlights Russia's readiness to cooperate with European customers if the EU resumes long-term cooperation.* *Western sanctions have forced Russia to sell oil and gas at discounts to Asia, with prices surpassing $100 per barrel.* *The Strait of Hormuz, a key route for global oil and LNG flows, is effectively closed due to the Iran conflict, risking a severe supply disruption.* *Russia is considering redirecting oil and gas flows away from Europe ahead of the EU’s full fossil fuel ban.*
81. https://www.naval-technology.com/analyst-comment/hormuz-under-escort-us-naval-protection-for-tankers/ - * Hundreds of oil and LNG tankers remain stranded in Gulf waters amid hostilities.* US Navy to escort ships through the Strait of Hormuz, as announced by the US Energy Secretary.* The escort operation aims to address the disruption in global oil and LNG supply chains.* Increased US naval presence is expected to raise shipping costs and have geopolitical implications, especially for China.* The disruption poses economic risks for multiple economies, including the United States.
82. https://peakoil.com/consumption/european-gas-prices-explode-as-middle-east-war-strangles-supply - * European natural gas prices reached their highest in three years, with a 14% surge to above €61 per megawatt-hour.* * The increase follows the shutdown of Qatar’s Ras Laffan facility, a major LNG export port.* * The crisis is exacerbated by a collapse in oil markets and sanctions affecting Strait of Hormuz transit.* * European stock markets declined amid growing energy insecurity and fears of recession.* * IMF warns of prolonged conflict impacting global growth and inflation.*
83. https://oilprice.com/Latest-Energy-News/World-News/Europes-Gas-Prices-Continue-to-Soar-as-War-Resets-Supply-Routes.html - ["* Europe's benchmark natural gas prices increased by 30% on Monday, after a 67% weekly rise last week.", '* The price surge follows supply disruptions caused by the war, halting of LNG production in Qatar, and closures of key routes such as the Strait of Hormuz.', '* Asia is diverting LNG cargoes from Europe to meet demand, with 20% of global LNG supply currently offline.', '* Europe receives a smaller share of Qatari LNG compared to Asia, but the supply squeeze impacts European prices and market dynamics.', "* Prices of LNG premiums in Asia rise, with traders redirecting shipments, affecting Europe's gas supply and market prices."]
84. https://carbon-pulse.com/490161/ - • EU coal-fired power is expected to increase in 2026. • Demand for EU allowances (EUAs) is expected to remain stable despite global recession fears. • Political intervention in the EU ETS is under consideration. • Rising European natural gas prices due to Middle East conflict have affected electricity generation margins. • The article discusses market analysis of fuel switching and market implications.
85. https://www.sondakika.com/ekonomi/haber-avrupa-gaz-fiyatlari-yukseliste-19639221/ - *European natural gas prices increased by 28.5% week-on-week due to concerns over global supply disruptions.* *The escalation of US and Israel's joint attacks on Iran and the halting of LNG production at Qatar Energy's facilities contributed to the rally.* *The Dutch TTF natural gas contract rose from 31.95 euros to 53.4 euros, a 67% increase in one week.* *Prices opened at 68.5 euros per megawatt-hour, up 28.5% from the previous Friday.* *European gas storage levels fell below 30%, exerting further upward pressure.*
86. https://oilprice.com/Latest-Energy-News/World-News/War-Flips-LNG-Surplus-Narrative-Morgan-Stanley-Says.html - * The Middle East war and drone attack at Qatar’s Ras Laffan LNG hub have halted LNG production. * The outage is expected to create a deficit in the LNG market if it extends beyond one month. * Previous forecasts of a market glut are now upended. * Qatar’s Energy Minister Saad al-Kaabi indicates a possible deficit within weeks to months. * Oil prices have risen to $100 per barrel, and natural gas prices in Europe and Asia have surged following the conflict.
87. https://ca.finance.yahoo.com/news/five-ways-iran-war-could-000537779.html - * The US-Israel war with Iran has led to concerns over effects on global energy supplies and shipping routes. * Fuel prices in the UK and US have increased due to slowed oil and gas production and transport; UK petrol rose by 4.68p, diesel by 8.59p, while US petrol increased from $2.94 to $3.02 per gallon. * UK gas prices have doubled, hitting 171p a therm briefly, with potential for higher prices if high levels persist. * Shipping activity through the Strait of Hormuz has nearly stopped, affecting global shipping and energy security. * The conflict risks raising costs for consumers on fuel and energy, impacting prices for heating, petrol, and goods. The article highlights recent increases in fuel and gas prices resulting from the conflict and discusses disruptions in shipping routes that could further influence energy markets.
88. https://index.hu/belfold/2026/03/09/olajar-emelkedes-kormany-orban-viktor-ursula-von-der-leyen-rendkivuli-ules/ - * Orbán Viktor announced the Hungarian government is planning an extraordinary session to prevent a rise in petrol and diesel prices due to increased oil prices. * The Prime Minister called for suspending all EU sanctions against Russian energy to mitigate the impact of the Ukraine oil embargo and Middle Eastern conflict. * He sent a letter to Ursula von der Leyen requesting reconsideration of sanctions. * The situation is compounded by geopolitical tensions, economic uncertainty, and recent oil price surges affecting Hungarian markets. * The government and EU responses aim to address energy security and economic risks.
89. https://lenta.ru/news/2026/03/09/v-evrope-prizvali-nemedlenno-razreshit-rossiyskie-neft-i-gaz/ - * Hungary's Foreign Minister Péter Szijjártó urges the EU to immediately permit Russian energy supplies, warning of economic damage if sanctions persist. * Hungarian Prime Minister Viktor Orbán appeals to the European Commission to review and suspend all sanctions against Russian energy. * The EU has plans to phase out Russian gas starting from 1 January 2026, with specific restrictions for short and long-term contracts. * Rising global tensions and blockade of the Strait of Hormuz have caused a sharp increase in gas prices in Europe, with the cost surpassing $600 per 1,000 cubic meters for the first time since February 2025.
90. https://www.actualno.com/europe/orban-s-pismo-do-fon-der-lajen-za-rusija-iska-neshto-nemislimo-za-es-video-news_2565834.html - • Viktor Orbán requests the European Commission to cancel sanctions on Russian energy resources. • He wrote a letter to Ursula von der Leyen claiming rising fuel prices are due to the Ukraine-Russia pipeline blockade. • The blockade, linked to a Russian attack, has affected the 'Druzhba' pipeline, impacting Hungary and Slovakia. • Orbán proposes reviewing sanctions on Russian energy to address Ukraine and Middle East conflicts' effects. • He also wrote an open letter to Zelensky, demanding restoration of pipeline transit, threatening to halt energy exports if unmet.
91. https://www.lngindustry.com/special-reports/09032026/icis-scenarios-show-how-ongoing-strait-of-hormuz-disruption-could-drive-european-gas-prices-higher/ - * Escalating tensions in the Middle East disrupt shipping through Strait of Hormuz, impacting global oil and LNG trade. * ICIS outlines scenarios where a blockade could cause immediate and sustained increases in European gas prices. * Short-term (four-week) disruption could push prices to €60/MWh in March, with gradual normalisation. * Relaxing EU gas storage regulations could soften immediate price spikes but not reduce overall market tightness. * Longer (three-month) blockade risks significantly higher prices around €85/MWh and persistent supply constraints. * The scenarios highlight market vulnerabilities and potential policy responses related to energy security in Europe.
92. https://bankwatch.ca/2026/03/09/morning-briefing-monday-9-march-2026/ - * Iran named Mojtaba Khamenei as supreme leader, reinforcing hardline IRGC alignment amid ongoing war with US and Israel * The appointment signals Iran will pursue conflict escalation rather than seek early capitulation * Mojtaba controls Iran’s nuclear decisions, with key sites damaged but uranium stockpiles intact * Global powers reacted: Putin congratulated, China urged negotiations, highlighting geopolitical divisions * Oil prices surged past $100/bbl; G7 discusses reserve release; energy infrastructure in Gulf targeted * U.S. embassy in Oslo linked to potential Iranian activity; attack marks deepening conflict reach into Europe * Norway investigates Iranian-linked social media activity correlating with embassy blast * Saudi warnings to Iran after regional attacks; Iran's wider strike campaign continues * UK and US engage in diplomatic talks, with global reaction to Iran's escalatory moves
93. https://iol.co.za/business-report/companies/2026-03-09-think-of-the-unthinkable-and-prepare-for-it-warns-imf-chief-as-oil-price-rout-intensifies/ - * The IMF managing director, Kristalina Georgieva, warned policymakers to prepare for economic shocks amid escalating war in the Middle East and rising oil prices. * Oil prices have increased nearly 50% since December, impacting global energy markets and energy security. * Disruption of the Strait of Hormuz has affected global oil and LNG trade, especially in Asia. * The IMF forecasts world growth of 3.3% in 2026 and 3.2% in 2027 but warns resilience is testing. * Policies recommended include strengthening institutions, maintaining buffers, and increasing policy agility.
94. https://www.etoday.co.kr/news/view/2563409 - * International oil prices surpass US$100 amid Middle Eastern conflicts and sanctions impacting the Strait of Hormuz. * Middle East tensions threaten global oil supply chains, with key transit routes affected. * Asian refining and LNG markets react, with China, Japan, Thailand, and India reviewing export controls. * South Korean refineries reserve capacity, but risks of widespread supply disruptions remain. * Qatar's LNG exports primarily serve Asia, with supply chain risks potentially amplifying market volatility.
95. https://www.channelstv.com/2026/03/09/nigeria-lng-cargo-diverted-to-asia-amid-key-global-price-surge/ - * Cargo shipments of LNG from Nigeria are being redirected to Asia due to a stoppage of exports from Qatar, causing natural gas prices to surge by 50% across Europe and Asia. * The LNG tanker BW Brussels, loaded at Nigeria's Bonny Island, changed its route from Europe to Asia via the Cape of Good Hope following rising spot prices. * Asian LNG prices increased sharply, with the Japan-Korea Marker rising by 68.52%, making Asia a more lucrative destination. * Market arbitrage opportunities have encouraged traders to re-route LNG shipments from the Atlantic Basin to Asia. * The disruption in Qatar’s LNG supply, one of the largest exporters, has intensified competition, influencing Nigeria's export strategies amid strong global demand.
96. https://www.okaz.com.sa/economy/na/2239284 - * Morgan Stanley analysts estimate that a production halt in Qatar, one of the largest LNG exporters, could eliminate most of the expected 2026 supply surplus. * A prolongation of the LNG outage in Qatar for over a month may cause a supply shortage, as per analysts including Daven McDermott. * Ras Laffan LNG facility in Qatar, the largest in the world, resumed full operation after a recent unprecedented shutdown. * Qatar's energy minister stated that restarting operations could take weeks or months. * Morgan Stanley previously forecasted a 6 million tonne surplus in the global LNG market by 2026, which may be revised due to current disruptions.
97. https://kalkinemedia.com/uk/news/market-updates/gas-storage-debate-in-britain-draws-attention-within-ftse-market - • Britain maintains limited gas storage capacity compared to European counterparts. • LNG shipments and pipeline imports contribute significantly to UK gas supply. • Global LNG maritime routes, especially through Middle East corridors, influence UK energy logistics. • Domestic offshore production, pipeline imports, and LNG form interconnected supply channels. • Energy security concerns focus on infrastructure, logistics, and global supply disruptions. • UK energy sector is a key component of the FTSE market, with infrastructure and utility companies involved.
98. https://oilprice.com/Latest-Energy-News/World-News/War-Flips-LNG-Surplus-Narrative-Morgan-Stanley-Says.html - * The Middle East war and drone attack at Qatar's Ras Laffan LNG complex cause production halt and force majeure notices. * The outage could create a market deficit if it lasts beyond one month. * Previous forecasts of LNG surplus are now overturned, with a deficit expected soon. * Qatar may need weeks to months to restore normal energy deliveries. * Oil prices could rise to $150 if Strait of Hormuz remains closed; oil hit $100 per barrel, natural gas prices soar.
99. https://oilprice.com/Latest-Energy-News/World-News/War-Flips-LNG-Surplus-Narrative-Morgan-Stanley-Says.html - * The Middle East war and drone attack at Qatar's Ras Laffan complex have halted LNG production. * QatarEnergy issued force majeure notices following the attack and tanker traffic disruptions. * If outage exceeds one month, a deficit in LNG supply is expected, contradicting prior surplus forecasts. * Qatar’s Energy Minister indicated it may take weeks to months to restore normal operations. * Oil prices have risen to $100 per barrel, with European and Asian natural gas prices surging amid supply disruptions.
100. https://www.thehindubusinessline.com/companies/gail-seeks-lng-cargo-for-march-delivery/article70721918.ece - * GAIL, India’s largest gas distributor, has issued a tender for LNG delivery in March, closing on March 9. * The conflict in the Middle East has curtailed shipping and halted Qatari output. * The cargo is expected for delivery between March 15-25. * GAIL may curb supplies following a force majeure notice from Petronet LNG. * GSPC bought a cargo for April delivery at over $20 per mmBtu.
101. https://www.capital.bg/politika_i_ikonomika/sviat/2026/03/09/4889976_evropa_e_zaplashena_ot_nova_energiina_kriza/?ref=rss - * Europe faces a new energy crisis as gas reserves are critically low and competition for LNG intensifies. * A LNG tanker originally destined for France changed course to Asia, indicating increased global competition for supplies. * European gas storage levels are below 30%, significantly lower than the 45% average for this time of year over the past five years. * The filling of gas reserves for next winter begins amid high prices, which could impose a heavy burden on Europe. * European officials have not coordinated measures to limit gas prices, despite the risk of shortages.
102. https://www.mediapool.bg/vazmozhen-e-istoricheski-dneven-rast-tsenata-na-petrola-goni-120-dolara-za-barel-obnovena-news381003.html - * The article discusses recent developments in global gas demand, geopolitical tensions, and policy responses in Europe and Asia. * It covers European energy policy measures, Asian LNG procurement strategies, and regional responses to gas supply fluctuations. * Focuses on how demand-side factors impact regional and global gas market balance and pricing. * Addresses recent geopolitical tensions affecting energy security and supply in Europe and Asia, including disruptions and strategic actions. * Highlights the influence of regional geopolitical events on global energy markets and prices.
103. https://www.business-standard.com/markets/news/lng-supply-fears-hit-gas-stocks-gail-petronet-lng-gujarat-gas-tumble-5-126030900329_1.html - * Gas company shares including GAIL, Petronet LNG, Gujarat Gas fall up to 5% amid increased geopolitical tensions in West Asia. * Concerns about LNG shortages grow due to the near closure of the Strait of Hormuz following attacks on tankers. * Iraq and Kuwait have started cutting oil output, adding to supply disruptions. * India’s LNG imports primarily come from Qatar, UAE, and Oman, passing through or near the Strait of Hormuz. * Brent crude oil surged to approximately $119 per barrel, the highest since July 2022. * Iran appoints Mojtaba Khamenei as successor to Ali Khamenei, indicating continued control amid escalating tensions. * US assurance that the Strait remains open contrasts with risks of supply disruptions.
104. https://www.seanews.com.tr/article/gazprom-europes-natural-gas-storage-below-30-capacity-mmiu0592 - * Gazprom warns that Europe's natural gas storage is below 30% occupancy. * Gas storage in the Netherlands has dropped below 10%. * All gas intended for winter in Europe has been withdrawn by mid-February. * Gazprom's market share in Europe reached 40% before the Ukraine war. * Gazprom's European gas shipments are expected to drop to 15 billion cubic meters in 2024 from 201.7 billion in 2021. * Russian President Vladimir Putin considers halting gas shipments to the EU entirely.
105. https://ekonomi.haber7.com/ekonomi/haber/3610479-avrupada-gaz-fiyatlari-rekora-kosuyor-doluluk-orani-yuzde-30un-altina-indi - * European gas prices increased by 67% in a week, reaching €53.4 per megawatt-hour, amid tensions involving US, Israel, and Iran. * The TTF gas trading point in the Netherlands saw prices rise from €31.95 to €53.4. * As of 10:00 AM, gas prices opened at €68.5, a 28.5% rise from the previous Friday's close. * European gas storage levels fell below 30%, exerting upward pressure on prices. * The Hürmüz Boğaz's strategic importance increased as Iran's Revolutionary Guards attacked ships, reducing the number of vessels passing through to one and halting LNG shipments.
106. https://www.sarahanews.net/1305496-%D9%82%D9%81%D8%B2%D8%A9-%D8%AD%D8%A7%D8%AF%D8%A9-%D9%81%D9%8A-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2-%D8%A8%D8%A3%D9%88%D8%B1%D9%88%D8%A8%D8%A7-%D9%85%D8%B9-%D8%AA%D8%B5%D8%A7/ - * Europe's gas prices rose by approximately 30% on Monday due to the escalation of the war in the Middle East. * The Dutch gas contract 'TTF' reached around 69.50 euros before slightly declining. * Prices remain below the peak levels recorded in 2022 following the Russia-Ukraine war. * Israel and the US launched airstrikes on Iran starting Saturday, 28 February. * Iran responded with missile and drone attacks against Israel and other regional countries, raising energy market concerns.
107. https://www.unian.ua/economics/energetics/gaz-v-yevropi-dorozhchaye-na-ochah-skilki-koshtuye-blakitne-palivo-zaraz-13308987.html - * Natural gas prices in Europe rose sharply amid ongoing conflict in the Middle East and disruptions in sea supply routes. * On 9 March, gas futures increased by 30%, with prices reaching around 64 euros per MWh. * The conflict involving Iran has lasted ten days, causing supply concerns and inflationary pressure. * Qatar's LNG production halts and potential extended shutdowns may lead to a significant supply deficit. * European reliance on LNG has increased post-2022, with a shift from Russian pipeline gas; a recent LNG tanker rerouted from Europe to Asia. * Goldman Sachs increased Europe's Q2 gas price forecast to 63 euros per MWh due to ongoing export disruptions.
108. https://www.businessupturn.com/trade-policy/no-one-understood-the-hidden-objective-behind-the-iran-conflict/4148/ - * The Iran conflict involves strategic competition over vital maritime chokepoints affecting global energy and trade routes. * The Strait of Hormuz handles roughly one-fifth of the world’s daily petroleum, making it a key geopolitical vulnerability. * Iran has invested in asymmetric maritime tactics to threaten shipping in confined waters. * The Red Sea corridor and Bab el Mandeb Strait are also critical for international commerce, with potential for systemic disruption. * Major powers like the US, China, and Russia have strategic interests in controlling these waterways. * The conflict's real implications may revolve around influence over global shipping arteries, not just regional disputes.
109. https://www.business-standard.com/markets/commodities/west-asia-conflict-crude-qatar-oil-production-lng-lpg-morgan-stanley-126030900194_1.html - * A pause in Qatar LNG production could shift the global market from surplus to deficit, according to Morgan Stanley. * The disruption follows the shutdown of Qatar's Ras Laffan LNG plant due to regional conflict involving US, Israel, and Iran. * The outage could extend weeks or months, tightening supply and pushing prices higher, with estimates reaching $30 per mBtu. * The delay in Qatar's North Field expansion may reduce global supply by around 1 million tonnes in 2023. * India faces supply disruptions, seeking alternative sources and increasing domestic LPG production amid rising global prices.
110. https://www.business-standard.com/markets/news/lng-supply-fears-hit-gas-stocks-gail-petronet-lng-gujarat-gas-tumble-5-126030900329_1.html - * Gas companies including GAIL, Petronet LNG, Gujarat Gas fall up to 5% due to geopolitical tensions in West Asia. * Concerns over Strait of Hormuz closure and disruptions by Iraq and Kuwait impact LNG supply and prices. * US LNG imports are affected, with high exposure risk at Petronet LNG’s Dahej terminal and others. * Brent crude oil prices surge 26% to $119 per barrel amid heightened fears. * Iran appoints new supreme leader; US and Israel issue warnings amid escalating tensions.
111. https://www.belganewsagency.eu/oil-and-gas-prices-rise-sharply-as-middle-east-conflict-unsettles-global-markets - * European gas prices increased by around 30 per cent amid escalating Middle East conflict, impacting global energy supplies. * Oil prices surged by about 30 per cent on Sunday night, with Brent crude reaching 119.50 USD a barrel before easing back. * The conflict involving Israel, the US, and Iran is disrupting shipments through the Strait of Hormuz, a key route for crude oil and LNG. * European reliance on seaborne LNG has increased following reduced pipeline imports from Russia. * Asian stock markets dropped sharply due to rising energy prices and geopolitical tensions.
112. https://www.straitstimes.com/asia/se-asia/south-east-asia-faces-sweltering-heat-as-war-limits-energy-supply - * A prolonged disruption caused by Middle East conflict threatens fossil-fuel reliant South-east Asia’s power generation into April and May. * Higher-than-usual temperatures forecast for March-April-May, increasing power demand and straining grids. * Unseasonal heat expected primarily in Indonesia, Malaysia, Thailand, and northern Vietnam. * Qatar's halt of its largest LNG export facility and increased spot market importation affect regional gas supplies. * Power prices likely to spike in Singapore, with elevated Asian spot prices and competition for limited gas supplies.
113. https://www.zawya.com/en/business/energy/qatarenergy-offers-10-lng-tankers-for-lease-amid-production-halt-g51jwx52 - * QatarEnergy offers 10 LNG tankers for lease, located outside the Strait of Hormuz. * The offer includes four Q-Flex tankers with 210,000 m³ capacity. * Qatar has announced a production halt at its 77 million tonne per annum LNG facility. * The halt follows a US-Iran conflict escalation and a force majeure declaration. * LNG freight rates are at a new high, with Atlantic rates increasing by $221,500 per day. * QatarEnergy estimates it will take weeks to months to return to normal deliveries.
114. https://www.investing.com/news/commodities-news/european-gas-surges-as-middle-east-war-disrupts-lng-supplies-4548860 - * European natural-gas prices increased by 16.6% to 62.26 euros per megawatt-hour, with intraday high of 69.50 euros. * Prices rose following the closure of Ras Laffan in Qatar, the largest LNG complex, due to Middle East conflict. * Last week, European natural gas increased by 67%, its largest weekly gain since 2022. * The disruption impacts Europe's low gas storage levels ahead of winter. * Oil prices also surged past $100 a barrel amid supply risks from the Middle East.
115. https://hotnews.ro/ce-este-stramtoarea-ormuz-si-de-ce-ramane-unul-dintre-cele-mai-sensibile-puncte-ale-geopoliticii-energetice-globale-2188399 - * The strait is a narrow maritime point between Iran and Oman, highly strategic for global oil and gas transportation. * Geology created significant hydrocarbon reserves and a narrow passage, making Ormuz a key geopolitical asset. * In 2026, attacks and conflicts increased tensions, with the US escorting ships and Iran threatening closure. * The narrow, shallow strait limits military options, heightening risks of escalation. * Any disruption impacts global energy markets, especially in Asia and Europe. * Alternative routes exist but have limited capacity; geologic factors ensure regional resource concentration. * Geology’s role in geopolitics emphasises that infrastructural diversification and energy transition are essential for reducing dependency.
116. https://www.theguardian.com/commentisfree/2026/mar/09/us-israel-war-iran-gulf-monarchies - * Recent US and Israeli airstrikes on Iran and Iran’s retaliations have disrupted Gulf regional stability. * Saudi Arabia, Qatar, and the UAE have been pursuing ambitious, diverging regional and global agendas. * The UAE has engaged in proxy wars and normalisation with Israel, while Qatar maintains complex support for Palestine and cooperation with Iran. * The escalation has challenged Gulf countries' traditional stance of stability, impacting energy supplies and security. * The conflict highlights growing insecurity and the potential for broader regional and economic repercussions.
117. https://www.nationalheraldindia.com/business/global-markets-tumble-as-oil-surges-past-110-amid-escalating-middle-east-conflict - * Global financial markets decline following oil price surge to over $114 a barrel, the highest in more than two years, due to Middle East conflict. * Oil prices rose sharply amid fears of supply disruptions, with WTI reaching nearly $119 and Brent approaching $118. * Disruptions include halted tanker traffic through the Strait of Hormuz and strikes on energy infrastructure in the region. * Major oil producers Iraq, Kuwait, and UAE have begun cutting output as export routes are disrupted. * Analysts warn this reflects a tangible supply shock, increasing costs and risking a renewed inflation surge globally. * Asian stock markets such as Japan’s Nikkei 225 and South Korea’s Kospi fell sharply, over 7% and 8% respectively.
118. https://www.reviewjournal.com/news/iran-names-former-supreme-leaders-son-to-succeed-him-as-war-sends-oil-prices-soaring-3716822/ - * Iran names Mojtaba Khamenei as the new supreme leader following the death of his father during the ongoing war in the Middle East. * The war involves Iran, Israel, the US, and regional Arab states, with attacks on energy infrastructure and the Strait of Hormuz. * Oil prices increase by approximately 60%, with Brent crude surpassing $114 per barrel. * Iran's attack on regional oil facilities causes disruptions, with strikes on targets in UAE, Kuwait, Qatar, and Bahrain. * Regional tensions escalate, with multiple countries condemning Iran's actions and responding with military and logistical measures.
119. https://www.nachrichten.at/wirtschaft/iran-oelpreis-steigt-weiter-boersen-brechen-ein;art15,4146959#ref=rss - * The oil price of Brent increased by nearly 20% to $111.04 due to attacks in Iran and fears of supply disruptions. * The conflict led to a flight into the US dollar and declines in Asian stock markets, including Japan and South Korea. * Oil supply routes such as the Strait of Hormuz are disrupted, with Saudi Arabia increasing other deliveries but not enough to compensate. * US President Trump described the rising oil prices as a small price for security, citing Iran's nuclear threat. * The conflict impacts the aviation sector and leads to flight cancellations, with additional diplomatic and military repercussions.
120. https://www.thailand-business-news.com/news/293288-dollar-surges-amid-us-iran-tensions-pushing-oil-prices-close-to-120-per-barrel - * The escalation of military conflict between the US and Iran has increased global oil prices above $100 per barrel, with futures potentially reaching $150. * The US dollar reached a three-month peak against major currencies and is outperforming gold as a safe-haven asset. * Approximately 20% of global crude and natural gas supply has been suspended due to Iranian attacks in the Strait of Hormuz. * Thai baht weakened sharply amid rising energy costs, threatening to turn Thailand's trade surplus into a deficit. * Stock markets, including the S&P 500 futures, fell due to geopolitical tensions and energy supply disruptions.
121. https://oilprice.com/Latest-Energy-News/World-News/Europe-Bound-LNG-Cargoes-Divert-to-Asia-as-War-Upends-Gas-Market.html - * Several LNG cargoes originally destined for Europe have diverted towards Asia due to disruptions caused by the war in the Middle East and closure of the Strait of Hormuz. * Qatar halted LNG production at Ras Laffan, and no tankers are passing through the Strait, impacting global LNG supply. * Asia is urgently seeking supply, with about 20% of global LNG supply temporarily offline. * The US and Australia are operating at high utilisation rates; other exporters face constraints, resulting in a shortfall of approximately 5.8 million tonnes. * The situation has caused high spot prices in Asia and increased tanker rates, affecting global LNG markets.
122. https://oilprice.com/Energy/Natural-Gas/How-Quickly-Can-Qatar-Restart-the-Worlds-Largest-LNG-Export-Hub.html - * QatarEnergy declared force majeure on LNG exports following disruptions at Ras Laffan caused by the Middle East conflict. * The shutdown is due to attacks in the Strait of Hormuz, impacting global shipping routes. * Qatar's LNG complex has 14 trains with a capacity of 77 mtpa and will take about two weeks to reach full operational capacity after restart. * Restarting LNG trains is slow to prevent equipment damage, exacerbating a global gas supply shortage. * Gas prices in Europe and Asia have increased by nearly 50%, risking a market shock akin to 2022.
123. https://leadership.ng/global-lng-shipping-costs-soars-to-300000-a-day/ - * Global LNG shipping market experiences a sharp increase in charter rates, reaching $300,000 per day. * Rates for LNG carriers have surged due to disruptions in the Middle East involving Iran, Qatar, and the Strait of Hormuz. * Qatar halted LNG production and declared force majeure; tanker traffic through the Strait of Hormuz has stalled. * Disruptions are causing longer shipping routes, increased vessel demand, and higher LNG prices, especially impacting Asian importers. * Asian spot LNG prices reached $25.40 per MMBtu before easing to $23.80 following US political support. * The market remains tight with prices roughly double pre-conflict levels.
124. https://www.supplychainbrain.com/articles/43606-qatar-has-loaded-its-first-lng-cargoes-since-force-majeure - * Qatar has loaded its first LNG cargoes after declaring force majeure due to conflict in the Middle East. * The vessel Al Ghashamiya loaded at Ras Laffan export terminal this week. * The second tanker Lebrethah departed on March 6, signalling Bangladesh as its destination. * The region's conflict, including the closure of the Strait of Hormuz, impacts LNG supply and shipping routes. * Qatar’s Ras Laffan LNG export plant was shut following an Iranian drone attack, with potential restart taking weeks or months.
125. https://oilprice.com/Latest-Energy-News/World-News/Europe-Bound-LNG-Cargoes-Divert-to-Asia-as-War-Upends-Gas-Market.html - * LNG cargoes initially en route to Europe are diverted to Asia via the Cape of Good Hope due to supply disruptions. * Qatar halted LNG production at Ras Laffan, and Strait of Hormuz traffic is effectively closed amid Middle East war. * Three LNG tankers from the US and Nigeria have pivoted towards Asia this week. * Asia receives 85% of Qatar's LNG exports, causing supply shocks and high spot prices. * Limited supplementary supply from other exporters cannot cover a 5.8 million ton shortfall.
126. https://boereport.com/2026/03/06/more-lng-tankers-divert-as-asian-buyers-seek-cargoes/ - * LNG tankers are diverting towards Asia due to disruptions from the Middle East war and Qatar supply issues. * Three LNG tankers changed course in early March, carrying US and Nigerian LNG cargoes. * US Henry Hub gas price was $2.97/mmBtu; Asian prices (JKM) are significantly higher, influencing diversion. * Asian buyers are seeking replacement cargoes despite high prices; some delay or hesitate to award tenders. * Cargo diversions could increase competition between Atlantic and Pacific basins, with Asia taking over 80% of Qatar's LNG exports.
127. https://amwaj.media/en/article/iran-strikes-force-qatar-to-shut-globally-vital-lng-production - * Iran's retaliatory attacks on Qatar's energy infrastructure led to QatarEnergy halting LNG and related product production on March 2. * Qatar announced force majeure within two days, with potential shutdowns of GCC oil exports predicted by Qatar's energy minister. * Qatar’s LNG exports account for 57% of its trade revenues, and the disruption risks economic and reputational impacts. * The halt affects the global LNG market, removing around 20% of world supply, and driving prices higher in Europe and Asia. * Experts suggest the short-term impact may be manageable, but prolonged disruption could cause significant global supply tightening.
128. https://www.supplychainbrain.com/articles/43606-qatar-has-loaded-its-first-lng-cargoes-since-force-majeure - ['* Qatar loaded its first LNG cargoes after declaring force majeure due to conflict in the Middle East.', '* The vessel Al Ghashamiya loaded this week at Ras Laffan export terminal.', '* The tanker Lebrethah departed on March 6, with potential destination Bangladesh, pending navigation through the Strait of Hormuz.', '* Qatar shut Ras Laffan LNG export plant following an Iranian drone attack.', '* Restarting the plant could take weeks or months, impacting LNG supplies.']
129. https://www.bairdmaritime.com/shipping/tankers/gas/qatarenergy-offers-10-lng-tankers-for-lease-amid-production-halt-soaring-shipping-rates - ['* QatarEnergy offers 10 LNG tankers for lease following a production halt at its facility.', '* The halt was announced by QatarEnergy and declared force majeure on LNG shipments.', '* The production disruption is caused by geopolitical conflict, with a timeline of weeks to months for normal deliveries.', '* Shipping rates surge as the competition intensifies between Atlantic and Pacific basins.', '* European and Asian gas prices, along with LNG freight rates, reach multi-year highs.']
130. https://chemindigest.com/qatar-plant-incident-could-reduce-lng-supply-to-urea-units/ - * Disruptions in Qatar's LNG production and regional conflict affect global energy supplies. * India begins rationing natural gas and reduces supplies to industrial consumers. * Asian countries like Japan, Taiwan, Bangladesh and Pakistan plan to diversify supply sources and increase spot market purchases. * Taiwan activates emergency energy response due to its high LNG dependence and Qatar imports. * Japan considers utilising additional spot market cargoes to manage potential shortages. * Governments and energy firms monitor the situation, with potential for increased reliance on diversified LNG sources if conflict persists.
131. https://egyptoil-gas.com/news/qatarenergy-markets-lng-tankers-for-charter-amid-ongoing-production-shutdown/?utm_source=rss&utm_medium=rss&utm_campaign=qatarenergy-markets-lng-tankers-for-charter-amid-ongoing-production-shutdown - * QatarEnergy offers ten liquefied natural gas (LNG) tankers for lease, positioned outside the Strait of Hormuz. * The offer follows a production halt at QatarEnergy's 77 million tons per year (mmt/y) LNG facility due to a regional conflict. * The shutdown has tightened LNG supply, increasing competition and pushing prices and freight rates to multi-year highs. * Some vessels, including four Q-Flex tankers, are available for immediate charter; others from mid-March. * The situation is expected to impact LNG exports and market dynamics for weeks to months.
132. https://punchng.com/nigeria-lng-cargo-diverted-to-asia-amid-price-surge/?utm_source=rss.punchng.com&utm_medium=web - * A Nigerian LNG cargo was diverted to Asia after a surge in regional prices created an arbitrage opportunity, according to Reuters. * The LNG tanker BW Brussels changed course from Europe to Asia via the Cape of Good Hope after loading at Nigeria’s Bonny Island Terminal on February 27. * Asian LNG prices increased by 68.52% to $25.393 per mmBtu, while European prices rose by about 57% to $15.479 per mmBtu, creating wider price spreads. * The price differential has prompted traders to redirect LNG shipments from the Atlantic Basin to Asia. * Disruptions in Qatar’s supply and geopolitical conflicts have tightened global LNG markets, influencing trade flows.
133. https://www.dostor.org/5448985 - * Natural gas prices increased to $3.325 per million British thermal units, up by $0.139, or 4.36%, on 9 March 2026. * The rise reflects global energy market anxiety due to escalating geopolitical tensions and conflict involving Iran. * The market is concerned about disruptions in navigation through the Strait of Hormuz, a critical energy trade route. * Recent military escalations intensify fears of supply disruptions and higher transportation and insurance costs. * The situation highlights the sensitivity of the gas market to regional military developments, especially in the Gulf area.
134. https://www.namibianewsdigest.com/analysts-sound-alarm-on-middle-east-conflicts-potential-impact-on-namibia/ - * The conflict in the Middle East involves the US, Israel, and Iran, affecting oil prices and gas supplies, with potential impact on Namibia's economy.* Namibia may face higher fuel prices, supply chain disruptions, and inflation risks.* Analysts recommend proactive strategies like diversifying fuel sources and strengthening regional procurement.* Namibia's reliance on imported oil and fuel exposes vulnerabilities to global supply shocks.* The conflict's broader risks include inflation and supply chain disruptions affecting Namibia’s key sectors.
135. https://kienthuc.net.vn/chien-su-trung-dong-ngay-93-noi-so-ngay-tan-the-nang-luong-post1608111.html - * Iran's Supreme Leader successor Mojtaba Khamenei receives loyalty from IRGC. * US threatens Iran with interventions; US President Donald Trump criticises the leadership change. * Israel conducts targeted air strikes destroying IRGC facilities in Tehran. * Region faces energy security threats, with closure of key waterways and destruction of water infrastructure. * Iran uses UAVs to attack Bahrain water facilities; attacks on ships in the Strait of Hormuz cause casualties and global market disturbance.
136. https://stratnewsglobal.com/iran/mojtaba-khamenei-named-irans-supreme-leader/ - * Iran appointed Mojtaba Khamenei as its new supreme leader following the death of Ali Khamenei. * The appointment coincides with a war between Iran, the U.S., and Israel, leading to oil prices exceeding $100 per barrel. * The conflict has caused disruptions in oil shipments and sharp increases in oil prices, impacting markets. * U.S. and Israeli responses include diplomatic tensions and military actions, affecting regional stability. * The war's escalation has influenced global energy markets, with rising prices and market volatility.
137. https://www.armstrongeconomics.com/international-news/europes-current-economy/hungary-v-ukraine-7-bank-workers-detained-in-hungary-as-oil-tensions-deepen/ - * Hungarian authorities detained seven Ukrainian nationals travelling with large cash and gold, prompting accusations of money laundering and hostage-taking. * The incident is linked to Hungary’s reliance on Russian oil via the Druzhba pipeline, which has been offline since late January due to Ukraine-related damage. * Hungary and Slovakia have responded to Ukraine’s halt of the pipeline by suspending diesel exports and threatening retaliatory measures, including blocking EU funding. * Hungarian Prime Minister Viktor Orbán stated that Hungary will use political and financial pressure to force Ukraine to reopen the pipeline. * The conflict extends into EU politics, with Hungary opposing the €90 billion aid package to Ukraine, citing economic and energy security concerns.
138. https://www.cairo24.com/2384913 - * Reports indicate UK gas stockpile to last two days, with 6999 GWh stored on Saturday compared to 9105 GWh last year. * The maximum storage capacity corresponds to 12 days. * UK relies on diverse sources: local production, Norway, LNG, interconnectors, and storage. * UK energy security deemed stable despite stock decline, amid rising global prices following Iran attacks and Strait of Hormuz closure. * Two ships changed course from Europe to Asia since Friday; UK gas futures rose from 78.5p to 137p per thermal unit.
139. https://redstate.com/nick-arama/2026/03/08/sec-of-energy-chris-wright-reassures-people-on-gas-and-oil-prices-n2199986 - * The article reports US Energy Secretary Chris Wright's statements on ensuring energy flow through the Strait of Hormuz amidst geopolitical tensions involving Iran. * Wright indicates that one tanker has already passed through the Strait safely, with plans for more. * The article references the Trump administration's efforts to end Iran's threat to energy markets, contrasting with previous policies under past administrations. * Wright claims gasoline prices are currently $1.50 cheaper than during the middle of the Biden administration. * The discussion focuses on geopolitical developments affecting energy security and market prices.
140. https://aif.ru/politics/filippo-rasskazal-o-lovushke-putina-dlya-evrosoyuza - * Французский лидер Флориан Филиппо заявил, что Владимир Путин сделал заявление о возможном прекращении поставок газа в Европу. * Путин сообщил, что Россия может прекратить поставки газа в ЕС незадолго до планируемого отказа ЕС в 2027 году. * Заявление прозвучало в контексте антироссийской политики Евросоюза. * Филиппо считает, что это ловушка для ЕС и результат антироссийской политики. * Российский президент поручит правительству проработать вопрос о прекращении поставок газа в ЕС.
141. https://www.theamericanconservative.com/iran-war-enters-ninth-day/ - * The Iran war entered its ninth day with Israeli bombings of Iranian oil depots near Tehran. * Iran’s IRGC claimed to have destroyed four U.S. THAAD radars; Iran condemned U.S.-Israeli strikes on desalination plants. * Iran’s President Pezeshkian warned against invasion and expressed readiness to defend its soil. * Israeli special forces killed dozens of people in Lebanon during operations. * An explosion damaged the U.S. Embassy in Oslo, Norway, possibly linked to security tensions. * Oil production has been reduced by UAE and Kuwait due to disruptions in shipping through the Strait of Hormuz. * Brent crude prices rose to over $93 per barrel, the highest in over two years, and gas prices increased nationwide.
142. https://lenta.ru/news/2026/03/08/evrope-predrekli-bolshie-problemy-iz-za-dvuh-prichin/ - * European Union prepares for energy crisis caused by Russo-phobia and Middle East war, blaming restrictions on Russian liquefied natural gas (LNG). * Europe is at the centre of the global gas competition, with no ships passing through the Strait of Hormuz, a key route for around 20% of global LNG. * The crisis threat is linked to rising gas prices, which surged with the Middle East conflict. * International Energy Agency's director Fatih Birol states increased interest in Russian oil and gas amid the conflict may make Russia a key energy supplier again.
143. https://www.aljazeera.com/news/2026/3/8/two-killed-in-saudi-arabia-after-projectile-falls-on-residential-building?traffic_source=rss - * At least two people, one Indian and one Bangladeshi, were killed when a projectile hit a residential area in Al-Kharj, Saudi Arabia. * Saudi authorities reported the incident without specifying the perpetrator. * Iran’s IRGC claimed to have targeted radar systems including in Al-Kharj. * Iran threatened retaliation if US-Israel attacks on its energy infrastructure continued. * The region experienced multiple attacks, including drone interceptions and damage to fuel tanks and industrial facilities.
144. https://www.theguardian.com/world/2026/mar/08/appointing-a-new-leader-is-the-least-of-irans-troubles - * The Assembly of Experts in Iran has chosen Mojtaba Khamenei, son of the current supreme leader, as his successor, amid disputes over voting procedures. * US and Israeli officials have expressed strong opposition to the appointment, with threats and expectations of rejection. * Iran's current leadership involves a tripartite council, with ongoing regional tensions and conflict with Gulf states. * Iran has increased missile and drone attacks against Gulf states and US assets, with warnings of widened military response. * Arab League members express concern over regional instability and potential escalation involving Israel and Iran.
145. https://www.aol.com/articles/uae-qatar-privately-lobbying-us-175700474.html - * Qatar and the UAE are building a coalition to persuade President Trump to end the war with Iran early, according to reports. * The countries aim to prevent escalation and protect energy prices amid disruptions in shipping lanes. * Qatar's liquefied natural gas facilities were struck by an Iranian drone, causing a shutdown that increased European gas prices by over 50%. * The UAE and Qatar are upgrading air defence systems and seeking assistance to counter drone attacks. * Oil and gas prices are rising in Europe and the US due to the conflict and sanctions, with US crude oil prices increasing by 6.5%. * Several shipping companies are halting or diverting ships through the Strait of Hormuz, a key oil route.
146. https://pakobserver.net/iran-set-to-name-ali-khameneis-successor-as-smoke-engulfs-tehran/ - * Iran has chosen a new supreme leader, with the name yet to be announced, following a vote by the Assembly of Experts.* Fuel dumps in Tehran were targeted by Israeli strikes, causing thick smoke and disrupted fuel distribution.* The conflict extended into its ninth day, with Iran's Revolutionary Guards planning to use advanced long-range missiles.* Israel struck five oil facilities in Tehran, killing four people, and warned it would target Iran's new leader and assembly.* Attacks also occurred in Saudi Arabia, Kuwait, and Bahrain, including strikes on fuel storage and infrastructure.* Iran has vowed to retaliate against US assets in the region.
147. https://www.livemint.com/news/world/trumps-stark-warning-to-iran-says-next-supreme-leader-wont-last-long-after-rejecting-khameneis-son-as-lightweight-11772989445632.html - * US President Donald Trump stated that Iran's next leader would not last long without US backing. * Iran's Assembly of Experts selected a successor to Ayatollah Khamenei, possibly Mojtaba Khamenei. * US and Israeli strikes on Khamenei’s compound occurred after his death. * Israel launched attacks on Iranian fuel facilities and suspected commanders in Lebanon. * Iran's Revolutionary Guard Corps announced it can sustain operations for six months. * Ongoing conflict includes strikes in Tehran, missile launches from Iran, and injuries in Israel.
148. https://caretas.pe/mundo/los-ataques-a-infraestructuras-dominan-las-ultimas-horas-de-la-guerra-en-iran/ - * US and Israeli aircraft attacked Iranian infrastructure, including fuel depots and desalination plants, in Iran and Bahrain. * The attacks caused environmental hazards due to toxic emissions and pollution concerns. * Iran responded with drone strikes on Bahraini territory, injuring three people. * Israel's energy infrastructure was targeted by ballistic missile attacks, with damage reported. * Oil-producing countries, including UAE and Kuwait, reduced oil output due to regional tensions.
149. https://meyka.com/blog/march-8-turkey-mulls-f-16s-in-northern-cyprus-eastern-med-risk-rises-0803/ - * Ankara signals potential F-16 deployment to Northern Cyprus, increasing military activity near energy routes and Cyprus. * Rising tensions involve UK and US operations from Cyprus and Iranian warnings, elevating risk levels. * Military signals may lead to higher insurance premiums, shipping costs, and route adjustments, impacting oil prices and market volatility. * NATO-Turkey tensions could complicate airspace coordination and logistics, influencing defence and export controls. * Investors are advised to monitor official statements, maritime advisories, and contractual clauses to manage exposure.
150. https://asiatimes.com/2026/03/us-israel-bomb-major-iran-oil-depots-as-us-gasoline-prices-rise/ - * US and Israeli forces launched attacks on oil depots and energy infrastructure in Tehran, Iran. * The strikes caused massive fires, smoke, and environmental hazards, including toxic rainfall. * The attack followed a 35% increase in crude futures, with warnings of potential oil prices reaching $150 per barrel. * Iran's officials condemned the strikes as environmental and humanitarian crimes, indicating potential chemical warfare. * The events occurred in a context of escalating conflict and increased energy market volatility.
151. https://unn.ua/news/fitso-pohrozhuie-zablokuvaty-kredyt-yes-dlia-ukrainy-ta-yide-do-briusselia-cherez-zupynku-naftoprovodu-druzhba - * Словаччинський прем’єр-міністр Фіцо заявив, що готовий заблокувати 90 мільярдний кредит від ЄС для України, якщо не відновлять постачання російської нафти трубопроводом 'Дружба', з наміром зустрітися з Урсулою фон дер Ляєн в Парижі. * Висунуто вимогу щодо невідкладного відновлення транзиту, припиненого після російської атаки на інфраструктуру наприкінці січня. * Словаччина та Угорщина посилюють політичний тиск на Київ через затягування ремонту трубопроводу та обговорюють можливість блокування фінансової та військової допомоги Україні. * Водночас, Словаччина припинила аварійне постачання електроенергії до України та розглядає можливість фінансової допомоги для відновлення нафтопотоку. * В Угорщині напередодні виборів питання України та енергетичної безпеки стали ключовими, сторони очікують переговорів у Брюсселі та Парижі щодо транзиту через "Дружбу".
152. https://www.okaz.com.sa/economy/na/2239167 - * Qatar and Kuwait declare 'force majeure' in gas and oil supplies respectively amid geopolitical tensions in the Middle East. * The declarations follow conflicts involving the US, Israel, and Iran, reflecting military tensions threatening energy security in the Gulf. * 'Force majeure' is a legal term used to exonerate parties from contractual obligations during exceptional events like wars, natural disasters, or pandemics. * These declarations aim to protect against contractual penalties, avoid legal actions, inform markets, and re-prioritise internal responses. * Experts warn that such declarations may signal potential supply disruptions, increasing global oil and gas prices and market volatility, especially due to Gulf region importance.
153. https://www.businessupturn.com/trade-policy/putin-mourns-khameneis-death-in-call-blames-israeli-us-strikes/3856/ - * Putin held a phone call with Iranian President Pezeshkian on Friday, expressing condolences for Khamenei's death caused by Israeli-American strikes. * The US and Israel launched joint airstrikes on Iran on 28 February 2026, targeting missile capabilities and affecting Iran’s navy. * Russia characterises the strikes as violations of sovereignty and calls for diplomatic resolution, positioning itself as a mediator. * Russia reportedly provides Iran with real-time intelligence to counter US forces, although publicly states Iran has not requested support. * The conflict has disrupted global energy markets, with Iran closing the Strait of Hormuz and attacking energy facilities, impacting oil and gas shipments. * Analysts expect Russia's response to remain largely diplomatic, with limited action beyond statements, as Putin advocates dialogue. * Russia aims to stabilise Middle East supply routes and develop energy cooperation with Iran long-term.
154. https://www.channelnewsasia.com/world/iran-us-israel-war-day-nine-5979896 - * Israeli forces expand bombardment of Iran, striking fuel depots near Tehran and damaging infrastructure across the region. * The conflict escalates on day nine of the US-Israeli assault on Iran. * Tehran moves closer to appointing a new supreme leader after Ayatollah Khamenei's death, with indications his son could succeed. * Israel's military threatens to target any replacement for Khamenei. * US President Donald Trump indicates the war could end only after Iran's military and rulers are wiped out. * Video captures black smoke over Tehran following strikes on oil storage facilities. * Iran's oil company reports fatalities and introduces rationing to manage supplies.
155. https://www.npr.org/2026/03/08/nx-s1-5741654/israel-iran-oil-ayatollah-successor - * Israel attacked Iran's oil facilities and targeted a desalination plant in Bahrain, marking the first time Israel has targeted civilian oil facilities in Iran. * Iran responded by attacking energy and water infrastructure in the region, including a desalination plant in Bahrain. * Iran's Assembly of Experts is working on selecting a successor to Ayatollah Khamenei, with consensus reportedly reached. * Israel has escalated bombing campaigns against Hezbollah in Lebanon, targeting locations including Beirut and killing Iranian commanders. * The conflict involves regional actors like the U.S., Britain, China, Lebanon, and Iraq, with various military and diplomatic actions reported.
156. https://www.eanlibya.com/%D9%81%D9%8A-%D8%B8%D9%84-%D8%AA%D8%B5%D8%B9%D9%8A%D8%AF-%D8%A3%D9%85%D8%B1%D9%8A%D9%83%D9%8A-%D8%A5%D8%B3%D8%B1%D8%A7%D8%A6%D9%8A%D9%84%D9%8A-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D8%AA%D8%B9%D9%84%D9%86/ - • Iran's Guardian Council is set to announce choice of Majtabi Khamenei as new Supreme Leader following Ali Khamenei's death in February 28 attack. • The decision reflects consensus among the Assembly of Experts amid security concerns. • Regional tensions escalate with Iran targeting US and Israeli bases, and military responses from US and Israel. • Gulf countries reduce oil production due to security risks, affecting global oil markets. • International actors like China, Vatican, US, and Qatar call for ceasefire and dialogue amidst ongoing conflict.
157. https://tass.com/politics/2098495 - * Peskov stated European countries notice Ukraine’s energy blackmail but remain silent about it. * He warned Ukraine will push too far, affecting all Europeans. * Russia claims Ukraine blew up Nord Stream 1 and attempted to target TurkStream and Blue Stream pipelines. * Peskov accused Ukraine of blackmailing Hungary regarding the Druzhba pipeline. * The comments relate to ongoing energy security issues involving Ukraine and the EU.
158. https://libnanews.com/liran-frappe-la-raffinerie-de-haifa-apres-les-attaques-americano-israeliennes-sur-le-complexe-petrolier-de-shahr-rey-a-teheran/ - *Les Gardiens de la révolution iraniens ont lancé des missiles balistiques contre la raffinerie de Haïfa, en Israël, en réponse à des attaques américano-israéliennes sur un complexe pétrolier de Téhéran, durant la nuit du 7 au 8 mars 2026.* *Les attaques ont touché plusieurs dépôts de carburant et installations énergétiques autour de Téhéran et ont causé des incendies, des dégâts matériels et la mort de quatre personnes.* *Les forces israéliennes confirment avoir visé des infrastructures militaires en Iran, avec des conséquences indirectes pour le voisinage.* *L'Iran a riposté en lançant des missiles vers la raffinerie de Haïfa, qui traite environ 197 000 barils par jour, selon des sources iraniennes.*
159. https://www.mirror.co.uk/news/uk-news/breaking-britain-two-days-gas-36780590 - * Britain has less than two days of gas stored, amounting to 6,700 GWh, enough for only one-and-a-half days of demand. * Gas reserves are less than half the volume stored last year, which was 18,000 GWh. * Global gas supplies are affected by Qatar shutting its LNG plant due to drone strikes and the closure of the Strait of Hormuz amid Middle East conflicts. * Iran threatened to target ships passing through the Strait of Hormuz after war with the US and Israel broke out. * The geopolitical situation has caused gas prices to nearly double and disrupted global energy markets. * Britain is vulnerable to energy shocks due to dependence on imported gas.
160. https://www.mirror.co.uk/money/martin-lewis-says-energy-bills-36834531 - * Martin Lewis discusses with Ed Miliband the risk of rising energy bills due to global political tensions and fuel supply concerns. * Energy bills are currently protected from wholesale price spikes by regulation, with a drop expected in April, but fears of future surges persist. * The war in Iran and attacks in the Strait of Hormuz threaten fuel supplies, impacting global oil and LNG passage. * Government officials, including Ed Miliband, express confidence in energy supply security and measures to stabilise prices. * Experts warn of possible energy price hikes in October if wholesale rates remain high, prompting potential government intervention.
161. https://aif.ru/politics/peskov-podryv-ukrainoy-sp-byl-napravlen-protiv-energobezopasnosti-es - * Подрыв газопровода «Северный поток», организованный Украиной в 2022 году, был направлен против Европейского союза, заявил Дмитрий Песков. * Он отметил, что действия Киева были конкретно против инфраструктуры из Германии и Евросоюза в целом с точки зрения энергобезопасности. * Генеральный директор РФПИ Кирилл Дмитриев предположил, что скоро Евросоюзу придется восстанавливать «Северный поток — 2».
162. https://aif.ru/politics/peskov-podryv-ukrainoy-sp-byl-napravlen-protiv-energobezopasnosti-es - * Подрыв газопровода «Северный поток» в 2022 году был организован Украиной, заявил Дмитрий Песков. * Действие было направлено против Евросоюза и его энергетической безопасности. * Киевский режим взорвал «Северный Поток — 1», что повлияло на инфраструктуру и энергобезопасность в ЕС. * Кирилл Дмитриев предположил, что ЕС может восстановить «Северный поток — 2».
163. https://www.darnews.com/world/the-uae-says-iran-has-fired-16-ballistic-missiles-and-117-drones-in-new-barrages-27c1cce9 - • UAE’s Defence Ministry states Iran launched 16 missiles and over 117 drones on Sunday, intercepted most, with some falling in UAE territory. * Iran’s president threatened increased attacks on US targets across the region. * Bahrain accused Iran of striking a desalination plant, raising fears over civilian infrastructure. * Israeli strikes in Iran and Lebanon caused significant casualties and disruptions. * Iran’s leadership, including the parliament speaker, described responses to attacks and threats to oil exports. * Regional tensions escalate amid ongoing warfare involving Israel, Iran, US, and allied forces.
164. https://egyptoil-gas.com/news/kuwait-declares-force-majeure-as-strait-of-hormuz-disruptions-persist/?utm_source=rss&utm_medium=rss&utm_campaign=kuwait-declares-force-majeure-as-strait-of-hormuz-disruptions-persist - * Kuwait Petroleum Corporation (KPC) begins cutting crude oil production and declares force majeure due to ongoing disruptions in the Strait of Hormuz. * Disruptions attributed to regional tensions between US and Iran, threats by Iran, attacks on Kuwait, and vessel movement risks. * The company reduced crude output and refining throughput as a precaution, with no specified scale. * Kuwait produced about 2.6 million barrels per day in February. * The move follows supply reductions by Iraq and Qatar, with potential for other Gulf producers to curb output if supply routes remain blocked.
165. https://www.cmjornal.pt/mais-cm/especiais/conflito-no-medio-oriente/detalhe/capital-do-irao-raciona-abastecimento-de-combustivel-apos-ataques - * Distribution of fuel in Tehran was 'temporarily interrupted' following attacks on oil depots by the US and Israel. * Authorities limited fuel to 20 litres daily per person as a provisional measure. * The attacks targeted petrol storage facilities in Tehran and Alborz provinces. * Iran responded with retaliatory attacks on Israel, US bases, and regional infrastructure. * The incident followed a broader military conflict between Iran, the US, and Israel, including the downing of Iran’s Supreme Leader's aide and regional strikes.
166. https://www.sondakika.com/dunya/haber-trump-in-bu-hamlesi-savasi-erken-bitirebilir-19636174/ - * President Donald Trump evaluates potential military action targeting Harg Adası, a strategic energy point in the Persian Gulf. * The plan involves capturing Harg Adası to impact Iran's oil exports, which constitute about 90% of its crude oil shipments. * Controlling the island could exert significant pressure on Iran's economy by disrupting its major export route. * The operation may also affect global oil markets due to Harg Adası's role as a key terminal for Iran's tankers. * The development occurs amid rising regional tensions between the US, Israel, and Iran.
167. https://www.irishmirror.ie/news/irish-news/ireland-weather-forecast-next-week-36834142 - * A sudden drop in temperature and stormy weather expected in Ireland next week, with freezing temperatures and windy conditions forecast. * Temperatures are predicted to plummet below freezing, worsening heating bills amid soaring oil prices. * Unsettled weather with wet and windy conditions, including rain and storm risk, is forecast from Sunday to the end of next week. * Met Eireann predicts Atlantic low pressure causing unsettled, mixed weather for the upcoming days. * Temperature ranges: 8-12°C, with colder temperatures and stormy weather likely towards the end of the forecast period.
168. https://www.egyptindependent.com/iranian-army-threatens-us-over-strait-of-hormuz/ - * Iran’s Defence Ministry confirmed its strategic munitions were secured, emphasising its capability for confrontation. * Iran warned that any hostile vessels entering the strait would be destroyed. * US Energy Secretary Chris Wright announced plans to escort ships through the Strait of Hormuz, subject to military focus. * The US military’s priority is on deterring Iran’s ability to harm regional and US interests. * Following US and Israeli actions against Iran, Iran responded with regional attacks.
169. https://www.dailymail.co.uk/news/article-15625735/Britain-two-days-gas-stored-fears-supply-crisis.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Britain's gas reserves have fallen from 18,000 GWh to 6,700 GWh, enough for only 1.5 days of demand. * The decline is linked to geopolitical tensions in the Middle East, especially disruptions at Ras Laffan and the Strait of Hormuz. * Gas prices in the UK have surged to the highest in Europe, driven by supply fears and political instability. * The UK's reliance on imports from Norway and the North Sea is contrasted with Europe's broader storage capacity. * Oil prices are also expected to rise due to disruptions in the Strait of Hormuz, with potential exceeding $100 per barrel.
170. https://www.arkansasonline.com/news/2026/mar/08/7-ukrainians-held-by-hungary-freed/ - * Seven Ukrainian employees of Oschadbank detained in Hungary over suspicion of money laundering after transporting cash worth around $40 million in seized assets. * Ukrainians were released and returned to Ukraine; Hungary retained the cash, which included US dollars, euros, and gold. * The incident increased tensions between Hungary and Ukraine, linked to Hungary's access to Russian oil through the Druzhba pipeline disrupted since January. * Hungary’s Prime Minister Viktor Orbán criticised Ukraine, alleging Ukraine's actions are politically motivated, and used the incident to support Hungary’s energy and domestic election strategies. * Ukraine accused Hungary of illegal seizure and threatened sanctions, while Hungary escalated its stance amidst broader energy and geopolitical disputes with Ukraine.
171. https://www.dailymail.co.uk/news/article-15625715/Seaside-hotel-Beirut-hit-Israeli-missiles-strike-Irans-Revolutionary-Guards-based-building.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Israel conducted airstrikes targeting Iranian military and fuel facilities in Beirut, Tehran, and other locations in the Middle East.
172. https://english.dainikjagranmpcg.com/international/irans-navy-sunk-kharg-island-hit-how-trumps-operation-epic/article-15084 - * The US destroyed over 20 Iranian ships and much of Iran's naval headquarters during Operation Epic Fury initiated on February 28, 2026. * Kharg Island, Iran's main crude oil export terminal, was struck, with satellite imagery showing its continued use as of March 2. * Iran launched missile and drone attacks on Gulf states, targeting energy infrastructure and causing halts at major refineries and LNG facilities. * Global oil benchmarks surged around 20%, with European gas prices rising 45% amid the conflict. * The situation has created a global energy security crisis, particularly impacting India, which relies heavily on Gulf energy imports.
173. https://www.indiatoday.in/world/story/iran-president-masoud-pezeshkian-says-remarks-misinterpreted-enemy-sowing-rift-regime-gulf-countries-middle-east-conflict-2878962-2026-03-08?utm_source=rss - * Iranian President Masoud Pezeshkian claims his recent comments about Gulf attacks were misinterpreted by the enemy. * Pezeshkian emphasises Iran's aim for good relations with neighbours and asserts Iran has no dispute to upset regional states. * He apologised to Gulf countries affected by Iranian strikes and clarified Iran’s military response policy. * US President Donald Trump signals no interest in negotiations, suggesting conflict may only end with regime change. * The conflict has involved strikes by Israel and Iran across West Asia, impacting regional stability and energy markets.
174. https://www.azernews.az/analysis/255364.html - • The article explores three potential scenarios for the conflict between Iran and the U.S.–Israel alliance, including a short-lived war ending in mutual victory, sustained airstrikes leading to Iran’s destabilisation, and a prolonged weakening process similar to Iraq’s history. • The war’s outcome could have significant regional and global economic and security implications, depending on the scenario that unfolds. • The analysis discusses the geopolitical risks and potential regional reactions, highlighting the broader international consequences.
175. https://www.dw.com/en/why-iran-depends-on-exports-to-china/a-76217232 - * Iran's economy relies heavily on exports to China, with over 80% of its exports going to China, according to Kpler. * Iran's threat to block the Strait of Hormuz could disrupt oil and gas shipments, affecting its exports to China and India. * US and Israel's attacks on Iran have increased oil prices, with potential rise to $100 per barrel. * Western sanctions have limited Iran's access to technology and finance, weakening its oil sector. * China diversifies its oil imports and benefits from sanctions by buying discounted Iranian oil. * Iran's long-term position in global oil markets is weakening due to sanctions and internal decline in regime stability.
176. https://en.yenisafak.com/world/polish-leader-challenges-us-over-potential-russian-oil-policy-change-3715540 - * Polish Prime Minister Donald Tusk criticised Washington's consideration to lift sanctions on Russian crude, citing potential geopolitical consequences. * Tusk linked US policy shift to ongoing Middle East conflict, raising concerns over increased oil prices and Moscow's benefits. * US Treasury Secretary Scott Bessent indicated that the US is actively reconsidering restrictions on Russian oil exports due to Middle East turmoil. * The US issued a temporary waiver to Indian refiners to purchase Russian oil, suggesting a shift in sanctions enforcement. * Poland and wider Eastern European concerns reflect fears of Moscow gaining economic relief from weaker sanctions during regional instability.
177. https://www.filmogaz.com/183439 - * The Israel Iran attack has been described by military officials as a 'new stage' involving intensified strikes and broader targeting. * Nearly 100,000 people have been displaced within Lebanon, with additional refugees crossing borders. * Large-scale evacuation orders have been issued for southern suburbs of a Lebanese city. * Multiple Iranian cities have been targeted; strikes reported in Lebanon and regional urban areas. * Diplomatic personnel have been withdrawn from Iran by neighbouring governments due to cross-border incursions. * Military statements indicate a dramatic surge in operations, with ongoing air raids and attack waves. * Cross-border incidents and missile interceptions have been reported in Gulf countries. * The escalation may extend beyond infrastructure to urban areas, increasing civilian harm and displacement. * Key developments include ongoing strikes, evacuations, diplomatic withdrawals, and military language signalling an intensified campaign.
178. https://countercurrents.org/2026/03/imperial-oil-grab-the-abduction-of-venezuelas-president-as-a-prelude-to-the-attack-on-iran/ - * Venezuela and Iran hold significant petroleum reserves and have resisted Western dominance, facing targeted sanctions and geopolitical pressures. * The US has employed measures including sanctions and military actions, such as the attack on Iran and the kidnapping of Venezuela’s president. * Oil market concerns, particularly around the Strait of Hormuz, influenced US timing for escalations against Iran. * US strategy aims to stabilise Venezuelan oil to buffer disruptions from Middle Eastern conflicts. * Despite US pressure, Venezuela’s Bolivarian Revolution remains resilient, with ongoing negotiations and limited regime change.
179. https://www.defconalerts.com/p/iran-strikes-kuwait-infrastructure - * Overnight Iranian drone strikes hit civilian infrastructure in Kuwait on March 8, targeting social security headquarters and airport fuel tanks, with no casualties reported. * An explosion damaged the U.S. Embassy consular entrance in Oslo, Norway, with a 13-year-old apprehended; police do not link the incident to Iran. * On March 7, Israel struck Tehran oil depots for the first time; Iran retaliated against a refinery in Haifa, killing three and fully shutting down the refinery. * Gulf countries intercepted over 130 Iranian projectiles during the escalation. * Past week included attacks on US embassies in Riyadh and Dubai, and the killing of six US soldiers at Shuaiba port.
180. https://mediaindonesia.com/internasional/867889/irgc-respons-rencana-angkatan-laut-as-kawal-kapal-di-hormuz - * IRGC states they are awaiting US steps regarding plan to deploy naval escorts in Strait of Hormuz. * US Energy Secretary announces preparations for naval escort of ships crossing the Strait. * Traffic through the Strait has decreased, with only nine ships passing since Monday following recent attacks. * The Strait of Hormuz is a critical energy route, handling around 20% of global oil and nearly 20% of LNG. * Iran and US tensions escalate, involving missile launches, drone strikes, and military targeting in the region.
181. https://www.edaily.co.kr/News/Read?newsId=01420246645381352&mediaCodeNo=257&OutLnkChk=Y - * 이란과의 전쟁 이후 호르무즈 해협 통과 사실상 중단, 국제 에너지 시장 충격 발생 * 브렌트유 가격 약 50% 급등, 아시아 현물 LNG 가격 거의 두 배 상승 * 핵심 해상 요충지인 호르무즈 해협에서 선박 통과 거의 없고, 드론 공격과 무장 고속정 위협 계속됨 * 아시아와 유럽에 공급되는 석유와 LNG 타격, 아시아 공급 부족 우려 * 미국이 최대 산유국, 공급 안정성에 긍정적 전망, 최악 시나리오는 해협 장기 폐쇄
182. https://www.dawn.com/news/1979672/iran-unbowed-as-trump-warns-of-hitting-hard - * Iran made an unusual apology to neighbouring Gulf states amid ongoing conflict with US and Israel. * Iran’s revolutionary guards targeted US bases in the UAE and Bahrain with drone strikes. * US and Israeli military operations have resulted in significant casualties and targeted Iranian military sites. * Gulf states, including UAE, Saudi Arabia, and others, reported missile and drone attacks. * Tensions include threats from Iran towards regional countries and international diplomatic responses.
183. https://www.thehindubusinessline.com/news/world/trump-rejects-settling-iran-war-raises-prospect-of-killing-all-its-potential-leaders/article70718033.ece - * US President Donald Trump stated he is not interested in negotiating with Iran and suggested the war could end if Iran's leadership and military are destroyed. * Iran's president apologised for attacks on neighbouring countries amid ongoing conflict, and Iran's leadership discussed responses to US and Israeli actions. * US embassy in Oslo was hit by an explosion; Saudi Arabia warned Iran of potential retaliation for attacks. * Iran's forces claimed to strike US and allied targets; Israel warned Lebanon to control Hezbollah amid escalating hostilities. * The conflict has caused casualties, increased energy prices, and heightened global market instability.
184. https://www.iranherald.com/news/278907944/the-iran-war-risks-sucking-in-more-countries-who-benefits - * The US and Israel launched a strike on Iran, targeting its leadership, but Iran responded with sustained regional attacks. * European and regional countries, including Spain, UK, Saudi Arabia, and Qatar, show reluctance or ambivalence towards participating in escalation. * Disruption of shipping and energy infrastructure in the Gulf, especially in the Strait of Hormuz, threatens global trade and energy supplies. * Regional incidents in Azerbaijan and Turkey suggest potential provocations and misattribution, increasing escalation risks. * Domestic political dynamics in the US, UK, and Gulf states are strained, with calls for de-escalation growing amidst fears of regional and global fallout.
185. https://www.marineinsight.com/shipping-news/qatar-energy-minister-warns-escalating-conflict-with-iran-could-halt-gulf-energy-exports-within-weeks/?utm_source=rss&utm_medium=rss&utm_campaign=qatar-energy-minister-warns-escalating-conflict-with-iran-could-halt-gulf-energy-exports-within-weeks - * Qatar’s Energy Minister Saad al-Kaabi warns conflict with Iran may force Gulf energy producers to suspend exports if it continues for weeks. * Qatar temporarily halted LNG production following missile and drone attacks on energy infrastructure. * Maritime traffic through the Strait of Hormuz has declined, risking global supply disruptions. * Oil prices could rise to about $150 per barrel within weeks if export routes are blocked. * The conflict may cause delays in QatarEnergy’s North Field expansion project, affecting future LNG capacity.
186. https://tanasuh.tv/4785-2/ - * Italy studies increasing natural gas imports from Libya and Algeria, and LNG shipments from Mozambique following Qatar supply halt. * Qatar Energy announces force majeure, unable to deliver contracted shipments in early April. * Italy explores alternatives via pipeline and LNG from Africa, with possible consideration of US gas. * The shift aims to secure energy amid supply disruptions, benefiting African producers amid rising prices. * Developed as a response to geopolitical tensions between Iran, US, and Israel in the Middle East.
187. https://pakobserver.net/iran-war-the-energy-trap-for-china-and-russia/ - * The ongoing conflict centered on Iran is viewed through strategic and geopolitical lenses, particularly focusing on control of energy chokepoints. * The war's real significance lies not only in Iran’s nuclear or missile capabilities but in its location beside the Strait of Hormuz, a vital global energy corridor. * Over 20.9 million barrels of oil and 11.4 billion cubic feet of LNG transited Hormuz in the first half of 2025, representing significant global energy flow. * Control of these maritime routes would allow the US influence over global energy markets, affecting trade, pricing, and supply security. * China and Russia are likely to face strategic pressure if Iran’s position as a control point persists, impacting their energy security and geopolitical strategies.
188. https://americanbazaaronline.com/2026/03/07/how-a-distant-war-is-raising-indias-cooking-gas-bills-476470/ - • The price of a 14.2 kg LPG cylinder in India increased by ₹60 ($0.65) on March 7, 2026. • Delivery delays and access issues have been reported across several metropolitan cities. • The price hike is linked to global energy price increases driven by Middle East instability. • Geopolitical tensions involving the US, Israel, and Iran affecting shipping routes through the Strait of Hormuz. • Disruptions in oil and gas supply chains lead to higher domestic prices for household cooking gas.
189. http://www.adaderana.lk/news.php?nid=119403 - • Sri Lanka's Trade Minister states global price increases are beyond domestic control. • The rise in fuel and gas prices is linked to international trends. • Ongoing tensions in the Middle East affect global shipping routes and supply chains. • Price hikes have already been reported internationally, impacting Sri Lanka. • The situation presents a challenge for import-export-dependent countries.
190. https://www.thegatewaypundit.com/2026/03/european-union-issues-half-hearted-criticism-zelensky-after/ - * The EU protested Zelensky’s threats against Orbán following accusations related to the Druzhba pipeline. * The European Commission publicly called for both leaders to maintain calm and avoid inflammatory rhetoric. * Hungary vetoed a €90 billion aid package to Ukraine; Budapest claims Kyiv shut off Russian oil via the pipeline. * Ukraine denies the shut off, citing Russian drone attack damage. * The dispute highlights tensions between Ukraine and Hungary, with Brussels showing partial support for Kyiv. * EU officials show limited condemnation towards Zelensky’s threats, focusing on rhetoric moderation.
191. https://www.middleeastmonitor.com/20260307-israels-strike-on-iran-has-now-triggered-a-multi-front-missile-crisis/ - * Since the Israeli strikes on Tehran, regional conflict has expanded with missile crossings into NATO airspace, drone attacks, and border clashes in the Middle East. * A NATO missile was intercepted near Turkey; Iranian drones hit Azerbaijan, prompting border closures. * The conflict involves Lebanon, the Gulf, NATO territories, and impacts global energy markets, especially oil and gas supplies. * Humanitarian impact includes destruction of civilian infrastructure and civilian injuries. * The UN Security Council has debated but struggled to mediate, highlighting international trust issues. * Global powers may be entangled, complicating conflict resolution. * The crisis threatens international trade routes and global energy markets, risking disrupted supply chains and economic instability. * Rebuilding trust will require humanitarian pauses, investigations, expanded diplomacy beyond Western powers, and adherence to legal norms.
192. https://www.business-standard.com/world-news/russia-revels-in-a-sudden-reversal-in-fortunes-as-oil-and-gas-prices-soar-126030700931_1.html - * Russia's energy exports, especially oil and gas, surge as global prices increase due to Iran conflict disruptions. * President Putin hints at possibly stopping supplies to Europe as prices soar. * European reliance on Russian energy has decreased from 45% to 13% for gas and 27% to 3% for oil since 2021. * European leaders discuss the impact of Middle Eastern disruptions on energy prices, with some nations still heavily reliant on Russian imports. * Russia's energy prospects are strengthened, with potential increased exports to China and India, amid international market shifts.
193. https://www.theborneopost.com/2026/03/08/when-a-narrow-strait-can-shake-the-world/ - - The article discusses the strategic importance of the Strait of Hormuz, which carries nearly one-fifth of the world's daily oil supply. - It explores potential global impacts if the strait were closed for thirty days, including spikes in oil and LNG prices, shipping disruptions, and economic ripple effects. - The piece highlights the geopolitical tensions surrounding this maritime corridor and its significance for global energy markets and supply chains. - It emphasises the vulnerability of global trade routes and the need for resilience in logistics planning, particularly for regions like Sabah that rely on maritime trade.
194. https://albiladdaily.com/2026/03/08/%D8%A7%D9%84%D8%AD%D8%B1%D8%B3-%D8%A7%D9%84%D8%AB%D9%88%D8%B1%D9%8A-%D8%A7%D9%84%D8%A5%D9%8A%D8%B1%D8%A7%D9%86%D9%8A-%D9%8A%D8%B3%D8%AA%D9%87%D8%AF%D9%81-%D9%86%D8%A7%D9%82%D9%84%D8%A9-%D9%86%D9%81/ - - The Iranian Revolutionary Guard announced it struck an oil tanker with an unmanned drone after it ignored navigation bans in the Strait of Hormuz. - The incident reflects heightened tensions in the strategic waterway amid US-Israeli military operations against Iran. - US and Israeli actions began on 28 February, targeting Iran's missile and nuclear programmes. - Iran responded with missile and drone attacks on Israeli and US military targets in the Middle East. - The Strait of Hormuz accounts for 20% of global oil supplies; any military escalation threatens energy markets and regional stability.
195. https://www.sondakika.com/ekonomi/haber-gazprom-uyardi-avrupa-gaz-depolari-kritik-duzeyde-19634966/ - ["* Gazprom reports Europe's underground gas storage levels below 30%, with Dutch reserves under 10%.", '* Gas stored for winter is exhausted by mid-February, prompting reliance on previous stockpiles.', '* European gas demand has rapidly consumed storage, with 2024 imports expected to drop significantly compared to 2021.', "* Gazprom's market share in Europe declined due to sanctions and competition from LNG suppliers like the US, Qatar, and Norway.", '* Russian President Vladimir Putin hinted at the possibility of Russia completely withdrawing from the European gas market.']
196. https://theconservativetreehouse.com/blog/2026/03/07/u-s-treasury-secretary-scott-bessent-discusses-u-s-maritime-reinsurance-and-global-energy-markets/?utm_source=rss&utm_medium=rss&utm_campaign=u-s-treasury-secretary-scott-bessent-discusses-u-s-maritime-reinsurance-and-global-energy-markets - * The article discusses the geopolitical impact of the ongoing Iran conflict on energy supply chains. * U.S. Treasury Secretary Scott Bessent talks about the U.S. $20 billion maritime reinsurance plan. * The discussion involves US policy shifts and the Iran conflict’s effect on global energy markets. * The focus includes Russian oil and gas sales. * The conversation aims to explore implications for energy supply security.
197. https://namibiadailynews.info/russian-spokesperson-warns-of-energy-collapse-in-europe-as-mideast-tensions-intensify/ - ['* Russian Foreign Ministry spokesperson Maria Zakharova warns that Western and Central Europe face an energy collapse due to Middle East crisis and supply disruptions.', '* Energy prices for gas and oil have increased significantly, according to Zakharova.', "* Russian President Vladimir Putin has raised the possibility of Russia's withdrawal from the European natural gas market.", '* The escalation in Middle East conflict has halted shipping through the Strait of Hormuz, a key route for crude oil and natural gas.', '* EU Energy Commissioner Dan Jorgensen states that the EU does not currently see a full energy crisis but might ask member countries to reduce consumption if the Middle East situation worsens.']
198. http://thearabweekly.com/iranian-actions-azerbaijan-risk-spillover-show-unclear-chain-command - * Iranian drone strikes on Azerbaijan and plots have escalated fears of regional conflict, with Azerbaijani retaliation and diplomatic measures. * The incident involves Iranian and Azerbaijani nationals, with Iran denying responsibility and blaming Israel. * Iran's military command structure is unclear, raising unpredictability concerns, with implications for escalation. * Key infrastructure, including the Baku–Tbilisi–Ceyhan oil pipeline, is seen as vulnerable to attacks. * Analysts highlight the complex regional tensions, Iran's hostility towards Azerbaijan, and potential for wider conflict in the South Caucasus.
199. https://www.eanlibya.com/%D9%86%D8%AD%D9%86-%D8%A8%D8%A7%D9%86%D8%AA%D8%B8%D8%A7%D8%B1%D9%83%D9%85-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D8%AA%D9%87%D8%AF%D8%AF-%D8%A3%D9%85%D8%B1%D9%8A%D9%83%D8%A7/ - • Iranian Revolutionary Guard warns US ships in the Strait of Hormuz, referencing 1988 incident. • Iran targets only ships linked to the US and Israel, threatening escalation. • Four sailors killed and three wounded in shooting on a tugboat, according to the International Maritime Organization. • Regional escalation includes US and Israel strikes on Iran and Iran's retaliatory drone and missile attacks. • US plans to escort ships through the strait once force capabilities are stabilised. • Iran confirms it will not close the Strait of Hormuz, a key energy trade route. • The incident occurs during ongoing US and Israeli attacks on Iran and Iran’s retaliatory strikes across Middle East.
200. https://www.leaders-mena.com/saudi-arabia-pakistan-discuss-iranian-attacks-as-kingdoms-air-defenses-deter-threats/ - * Saudi Arabia and Pakistan discussed Iranian attacks on the Kingdom and regional security during a Riyadh meeting between Saudi and Pakistani defence officials. * Saudi air defenses intercepted and destroyed 23 drones and three ballistic missiles targeting key sites, including Aramco’s Shaybah oilfield and Prince Sultan Air Base. * On September 17, 2025, Saudi Arabia and Pakistan signed a Strategic Mutual Defence Agreement, with Pakistan’s nuclear deterrent explicitly available to Saudi Arabia. * The regional escalation involves ongoing Iranian drone and missile strikes, with Iran retaliating against US and Israeli actions, including the elimination of Iran’s Supreme Leader. * The conflict has led to multiple attacks on Arab states and US assets, including Saudi targets such as Ras Tanura and the US Embassy, provoking condemnation from Gulf countries.
201. https://www.japantimes.co.jp/news/2026/03/07/japan/japan-shipping-middle-east-war/ - * U.S.-Israeli attacks on Iran have paralyzed maritime shipping between the Middle East and Japan.* * Ocean Network Express has stopped accepting bookings for cargo to and from the Persian Gulf.* * Stranded vessels and halted exports are impacting Japan's crude oil and automotive sectors.* * Japan relies on Middle East oil, most of which pass through the Strait of Hormuz.* * The situation raises concerns over supply security for Japan and potential changes in export strategies.*
202. https://frontline.thehindu.com/world-affairs/us-israel-strikes-iran-west-asia-war-gulf/article70712028.ece - * US and Israeli strikes on Iranian targets cause widespread destruction and civilian casualties in Iran. * Iran launches retaliatory missile and drone attacks on Gulf cities, including Dubai, Doha, Manama, and Kuwait. * The conflict shifts regional dynamics, affecting Gulf security, international energy markets, and geopolitical stability. * The war's escalation moves beyond proxy conflicts to direct city attacks, disrupting regional infrastructure. * Political and military leadership in Iran faces upheaval amid fears of regime change and global repercussions.
203. https://www.dimokratia.gr/oikonomia/666157/o-logariasmos-toy-polemoy-gia-ellada-kai-eyropi-pos-to-fysiko/ - * The increase in natural gas prices risks causing a domino effect of rising costs across Greece and Europe, especially if the Iran conflict continues into spring. * Europe's fragmented energy supply system and internal strategies heighten vulnerabilities, with energy shortages and high prices noted. * The European gas market, influenced by global geopolitical tensions and the Dutch TTF index, has seen prices rise significantly in recent days. * Italy faces a particularly expensive winter due to high gas prices and limited storage, affecting households and industry. * Greece is concerned about electricity prices amid infrastructure limitations and reliance on imports, with potential government support announced for vulnerable consumers.
204. https://www.dimokratia.gr/oikonomia/666157/o-logariasmos-toy-polemoy-gia-ellada-kai-eyropi-pos-to-fysiko/ - * Increasing natural gas prices threaten to impose significant costs on Greece and the EU if the Iran conflict extends into spring. * The fragmented European energy supply system reveals vulnerabilities, worsened by the conflict and reliance on external sources. * European gas prices, such as Dutch TTF, have surged due to international turmoil, affecting the market and energy affordability. * Europe faces a potentially expensive winter with low storage levels, influenced by high prices and geopolitical factors. * Greece is concerned about rising electricity prices amid infrastructure and supply challenges, with considerations for US LNG imports and renewable energy deployment.
205. https://www.eanlibya.com/%D8%AA%D8%B1%D8%A7%D9%85%D8%A8-%D9%8A%D9%87%D8%AF%D8%AF-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D8%A8%D8%B6%D8%B1%D8%A8%D8%A7%D8%AA-%D9%82%D8%A7%D8%B3%D9%8A%D8%A9-%D8%AC%D8%AF%D9%8B%D8%A7-%D8%A5%D9%8A%D8%B1/ - - US President Donald Trump warns Iran of 'very harsh' strikes with targets under consideration for full destruction. - Trump claims Iran is suffering after US and Israeli attacks, indicating a shift in regional influence. - Iranian President Masoud Bzehkiyan asserts Iran will not surrender in response to US-Israeli aggression. - Recent Iran attacks on Gulf countries lead to increased oil prices and movement disruptions at the Strait of Hormuz. - Heightened conflict since 28 February, including US and Israeli strikes and Iranian retaliations, impacts energy markets and navigation.
206. https://aif.ru/society/uroven-zapasov-gaza-v-hranilishchah-niderlandov-upal-nizhe-10 - * Gas storage levels in the Netherlands dropped below 10%, according to Gas Infrastructure Europe data as of 5 March. * This is the lowest record for early March in history. * European underground gas storage was at 30% as of 27 February, one of the lowest levels for this period. * The gas stored for winter has been depleted, and current withdrawals are from previous years' reserves. * The situation highlights low storage stocks in Europe during the winter season.
207. https://www.lemonde.fr/economie/article/2026/03/07/avec-la-hausse-du-prix-du-gaz-l-europe-est-face-a-la-menace-d-un-choc-energetique_6669849_3234.html - * kể from 4 March, four LNG carriers diverted away from Europe towards Asia due to market disruption * the war in the Middle East has halted transits through the Strait of Hormuz, impacting 20% of global LNG transit * the world's largest LNG plant in Qatar has been shut down since Monday following a drone attack * Europe warned of serious repercussions as Asian buyers may oversurve available gas, with recovery expected to take weeks or months * the conflict and maritime disruptions affect global gas trade and supply reliability
208. https://hvg.hu/gazdasag/20260307_iran-hormuzi-szoros-gazar-aramelkedes - * The Iranian war could cause a 400 billion forint increase in Hungarian gas costs due to higher storage prices. * EU storage levels are at 39%, but filling up to 90% could cost an additional 350–400 billion forints if prices stay around 50-55 euros per megawatt-hour. * The closure of the Hormuzi Strait by Iran’s Revolutionary Guard affects global oil and gas shipping, including 20% of world oil trade. * The Strait's closure impacts liquefied natural gas (LNG) supplies, with about 110 billion cubic metres temporarily disappearing from the market. * The global LNG capacity is expected to expand significantly by 2026, requiring Hungary to manage its gas consumption carefully amidst high prices and potential restrictions.
209. https://www.thehindu.com/news/national/telangana/telangana-farming-rising-temperatures-drive-electricity-peak-load-to-record-levels-11129-mw-power-demand-on-march-6/article70713256.ece - * The peak electricity load in Telangana's Southern Discom reached 11,129 MW on March 6, 2026, driven by agriculture and seasonal temperature rises. * The previous peak was 18,139 MW recorded on March 3, and last year's peak was 10,310 MW. * Energy demand increased in Greater Hyderabad and districts of Nalgonda, Mahabubnagar, and Medak. * Officials took measures for uninterrupted power supply and monitored load on feeders and transformers. * The rise is attributed to farming activities and higher day temperatures.
210. https://www.businesstoday.in/bt-tv/whats-hot/video/china-sends-special-envoy-as-iran-war-escalates-can-beijing-broker-peace-in-west-asia-519407-2026-03-06?utm_source=rssfeed - * China plans to send a special envoy to West Asia to promote negotiations amid Iran-US-Israel conflicts. * The action aims to reduce the risk of a wider war, with China emphasising facilitation of dialogue. * China’s stakes in the region include being Iran’s largest oil buyer and a partner in a $400 billion cooperation deal. * China has invested billions in West Asia’s ports, railways, and energy networks through the Belt and Road Initiative. * The region’s geopolitical rivalry and global oil market impacts heighten, raising the question of China’s diplomatic effectiveness.
211. https://www.sondakika.com/ekonomi/haber-putin-den-ab-ye-sert-elestiri-enerji-cokusu-19630229/ - * Vladimir Putin's special envoy Kiril Dmitriyev criticises EU energy policies, predicting energy collapse and bankruptcy. * Dmitriyev compares EU's actions to 'squeezing' and states this marks a new era of energy crisis. * He criticises EU leaders Ursula von der Leyen and Kaja Kallas for 'stupid' decisions, implying they have abandoned Russian energy. * European gas prices have risen sharply following US and Israeli actions against Iran, reaching 65 euros per megawatt hour. * Putin indicates Russia may completely withdraw from European gas markets, instructing government to prepare for halting supplies.
212. https://kalkinemedia.com/uk/news/market-updates/ftse-watch-energy-giants-rise-as-europe-markets-react-to-oil-shock - * European markets responded to rising oil prices and geopolitical tensions, affecting sector performances.* * Energy companies like BP and Shell gained prominence due to heightened crude prices.* * Oil supply route disruptions, particularly in the Middle East, drove market volatility.* * Airline and travel sectors faced pressure from increased fuel costs.* * Broader European indices reflected cautious sentiment amid global uncertainty.*
213. https://www.cityam.com/middle-east-war-could-bring-down-the-economies-of-the-world/ - * The war in the Middle East could cause a surge in oil prices to $150 per barrel if Gulf energy exporters shut production, Qatar’s energy minister warned. * Restarting liquified natural gas (LNG) production after shutdowns could take weeks to months, with potential chain reactions affecting global supply. * The war could damage global growth, increase energy prices, and cause shortages of products. * European LNG prices have risen over 50%, while Brent Crude Oil rose to over $82. * Energy markets are in turmoil due to disruptions in oil and gas supply routes, including Iran effectively closing the Strait of Hormuz.
214. https://www.dawn.com/news/1979056/mortgaged-to-american-interests-us-approval-for-russian-oil-sparks-outrage-from-indian-opposition - * The US Treasury authorised Russian oil vessels stranded at sea to be sold to India until April 3, 2026. * The move is part of US efforts to keep oil flowing into the global market amid tensions in the Middle East. * The Indian opposition criticised the Indian government for US approval allowing oil purchases from Russia. * The US sanctions on Russian oil companies, Lukoil and Rosneft, were imposed in November by Donald Trump. * Russia has allegedly developed a flotilla of old tankers to bypass sanctions after Russia's invasion of Ukraine.
215. https://www.businessinsider.com/us-gas-prices-climb-highest-trumps-term-oil-iran-2026-3 - * Gas prices in the US climbed to $3.32 per gallon, the highest since August 2024, following US and Israeli strikes on Iranian targets. * Brent crude traded above $91 per barrel, its highest since mid-2024, amid tensions around the Strait of Hormuz. * US crude oil prices could increase further if tensions escalate, potentially raising US gas prices by 30 to 40 cents per gallon with a $10 rise in oil prices. * Iran attacked a tanker passing through the Strait and targeted energy infrastructure, raising supply concerns. * President Trump downplayed the impact of rising fuel costs, citing national security interests.
216. https://www.business-standard.com/world-news/qatar-energy-minister-warns-gulf-exports-could-halt-within-weeks-report-126030600749_1.html - * Qatar expects all Gulf energy exporters to halt exports within weeks and push oil prices to $150 a barrel, according to Energy Minister Saad al-Kaabi. * The minister predicts force majeure declarations from Gulf exporters in the coming days. * Qatar halted its liquefied natural gas production, which accounts for about 20% of global supply, amid regional tensions and conflict. * The impact on offshore operations was minimal, but onshore damages are under review.
217. https://news.day.az/politics/1820516.html - * Президент Совета Европейского союза Антониу Кошта совершит первый официальный визит в Азербайджан 11 марта. * Встречи запланированы с высокопоставленными представителями правительства. * В рамках визита планируется обсуждение энергетической безопасности, диверсификации поставок и геополитической ситуации. * Взаимоотношения основаны на соглашении 1999 года, ЕС является крупным инвестором и торговым партнёром Азербайджана.
218. https://www.n-tv.de/wirtschaft/Trumps-Iran-Krieg-ist-ein-finanzielles-Geschenk-an-Putin-id30438370.html - * Trump’s Iran attack benefits Russia’s economy by increasing oil prices and blocking supplies to Ukraine. * The attack coincides with EU efforts to impose sanctions on Russian oil exports, which are now threatened. * Russia's oil revenues are expected to rise as global supply disruptions push prices up. * The EU's planned sanctions against Russian oil, including a complete ban on related services, are at risk due to the Iran conflict. * The Iran conflict provides Russia with increased leverage in energy exports and military logistics, impacting Ukraine and European gas supply. * Ukraine faces shortages of US military equipment amid extended conflicts and reinforced missile threats.
219. https://www.libyanexpress.com/italy-looks-to-libya-for-gas-as-qatar-supplies-disrupted/ - * Italy assesses alternative natural gas sources, including Libya, due to disruptions in Qatari exports.* * Italian Minister for the Environment and Energy Security Gilberto Pichetto Fratin discusses options including pipeline gas from Libya and LNG from the US, Mozambique, Algeria, and Azerbaijan.* * QatarEnergy declared force majeure on five LNG cargoes following damage caused by missile strikes, halting production.* * Libya's existing Greenstream pipeline connects its gas exports to Italy, offering a potential stable supply amid regional tensions.*
220. https://vm.ru/news/1308836-novak-rossijskie-kompanii-gotovy-perenapravit-gaz-dlya-evropy-na-drugie-rynki - * Russian energy companies consider shifting gas exports to India, Thailand, Philippines, and China amidst Europe's decline in Russian gas imports. * This decision follows Europe's gradual rejection of Russian gas and increasing demand in allied countries. * Russia's Deputy Prime Minister Alexander Novak announced these plans on 6 March. * The move responds to Europe's efforts to reduce dependency on Russian energy supplies. * Russian officials also report measures against potential Western sanctions and tensions over energy exports.
221. https://kibrisgazetesi.com/rusya-rus-gazini-avrupa-yerine-asya-pazarina-gonderecegiz/ - * Russian Deputy Prime Minister Aleksandr Novak announced that Russian energy companies will send natural gas previously exported to Europe to Asian markets. * Novak stated this decision follows President Vladimir Putin's instruction to explore alternative markets. * The Russian government has engaged with companies to evaluate opportunities in India, Thailand, the Philippines, and China. * Russia aims to send natural gas to friendly nations and may withdraw entirely from the European gas market. * The EU has approved plans to completely halt Russian gas and LNG imports via pipelines next year.
222. https://tass.com/politics/2097879 - • Russian companies plan to redirect LNG supplies from Europe to Asia-Pacific countries including India, Thailand, the Philippines, and China. • The shift is a response to potential restrictions from the European Union. • The decision was made following discussions between the Russian government and companies, involving President Vladimir Putin's instruction. • The move aims to establish long-term contracts where demand exists and relations are pragmatic.
223. https://www.n-tv.de/wirtschaft/Russland-will-Gas-Lieferungen-nach-Asien-umlenken-id30440781.html - * Russia will shift part of its liquefied natural gas (LNG) exports from Europe to Asian markets, as per government instructions. * The move aims to preempt EU sanctions and exploit new markets such as India, Thailand, the Philippines, and China. * The decision follows increased gas prices due to the Iran conflict and shipping disruptions in the Persian Gulf. * Russia's export plans may lead to ending gas supplies to the EU by 2027. * EU plans to completely ban Russian gas imports from November 2027. * Meanwhile, Bayern's Minister President Markus Söder advocates for increasing domestic gas production in Germany.
224. https://ca.finance.yahoo.com/news/irans-strikes-gulf-energy-sites-203849057.html - * Iran's waves of attacks on Gulf energy infrastructure and shipping lanes sparked turmoil in global energy markets. * Iran targeted sites including Qatar’s LNG plants, the Saudi oil refinery, Iraqi and Israeli energy assets, and the Strait of Hormuz. * Qatar halted LNG production following Iranian drone attacks, impacting about 20% of global LNG supply. * The UK Foreign Office noted diversification of targets and potential economic impacts. * Energy experts warned that a blockade of the Strait of Hormuz could trigger a global recession.
225. https://manaramagazine.org/2026/03/the-iran-war-and-ankaras-scenarios/ - * The article explores potential consequences of a protracted civil war in Iran, including regional chaos and instability, involving external actors. * Turkey's economic dependency on Iran and potential impacts of disruption in the Strait of Hormuz are discussed, with specific reference to trade and energy vulnerabilities. * The article examines risks related to US support for Kurdish groups in Iran and Iraq, and Turkey's security concerns. * Differences in influence between Turkey and Iran, and Turkey’s vulnerabilities based on past operations, are analysed. * Possible long-term consequences include refugee exodus to Turkey and increased regional naval presence by Greece, France, and the UK.
226. https://www.mees.com/2026/3/6/oil-gas/kuwait-cuts-back-on-refining-runs/d0c7f200-1969-11f1-93bd-350f37fff625 - * Kuwait has cut back on refining operations due to geopolitical tensions in the Strait of Hormuz and LNG supply issues. * Kuwait exports 2.4 million barrels per day of crude oil and refined products, predominantly shipped through the Strait of Hormuz. * Kuwait's LNG imports, mainly from Qatar, are disrupted as Qatar shut down LNG facilities amid escalating conflict. * The situation leaves Kuwait dependent on stranded LNG tankers in the Gulf for the foreseeable future.
227. https://www.unian.ua/economics/other/ukrajina-import-chi-mozhut-ugorshchina-ta-slovachchina-porushiti-nashu-logistiku-yakshcho-zupinyat-tranzit-tovariv-13307355.html - ['Hungary and Slovakia may impede Ukrainian logistics if they halt transit routes, affecting trade and energy supplies.', 'In 2025, Ukraine imported nearly $85 billion and exported over $40 billion; transit via Hungary carried 2.5-3% of these goods.', 'Hungary supplies significant energy resources to Ukraine, including a quarter of oil imports and over a third of electricity imports.', "Slovakia's transit accounts for 21% of Ukrainian–EU trade, with its routes being more vital for logistics than for monetary value.", 'Political statements by Hungarian Prime Minister Viktor Orbán threaten to stop transit if the "Druzhba" oil pipeline is not restored; Hungary currently does not supply petrol or diesel to Ukraine.']
228. https://aif.ru/politics/world/u-vas-est-tri-dnya-v-evrosoyuze-predyavili-ukraine-posledniy-ultimatum - *Ukraine has three days to restore oil supplies via the 'Druzhba' pipeline or allow Hungarian inspectors, according to Hungarian Minister Gábor Cepec.* *The pipeline's Russian oil deliveries stopped on 27 January, with Ukraine claiming damage from a Russian attack, while Hungary and Slovakia attribute the halt to political reasons.* *EU specialists refused Ukraine access for inspection; Hungary blocked the 20th package of sanctions and opposed a €90 billion loan to Kyiv.* *Hungary and Slovakia ceased diesel supplies and halted emergency electricity deliveries to Ukraine.* *Experts, including Inna Litvinenko, comment on Ukraine's delays and the broader geopolitical implications involving Eastern Europe and the Middle East.*
229. https://tass.com/politics/2097879 - * Russian companies will partly redirect liquefied natural gas (LNG) supplies from Europe to Asia-Pacific markets, including India, Thailand, the Philippines, and China. * Decision made without waiting for new restrictions from the European Union. * The Russian government discussed this approach with companies, based on an instruction from President Vladimir Putin. * Long-term contracts with Asian countries are being considered to build meaningful and pragmatic relations. * Redirecting LNG aims to meet long-term demand in Asia-Pacific regions.
230. https://fortune.com/2026/03/06/qatar-lng-halts-exports-iran-conflict-facility-shuttered/ - * The conflict in Iran risks destabilising the global economy, with impacts on energy prices and trade. * Qatar’s energy minister, Saad al-Kaabi, predicts global GDP growth will be affected if the war continues. * Qatar has halted LNG shipments and its Ras Laffan facility was attacked, causing gas prices to spike. * The disruption is likely to lead to energy inflation, increased utility bills, and industrial supply chain issues worldwide. * Europe and Asia are vulnerable, with Europe reliant on Qatari LNG post-Ukraine conflict, and Asian countries facing shortages.
231. https://www.foodsecurityportal.org/node/3805 - * The attack on Iran by U.S. and Israeli forces and Iranian retaliation disrupts shipping through the Strait of Hormuz, affecting 27% of global oil exports and 20% of LNG exports. * Disruptions lead to soaring energy prices, with crude futures up over $10/barrel and natural gas prices over 50% higher. * Fertilizer prices increase due to reduced shipments of natural gas-based fertiliser exports from the Persian Gulf. * Persian Gulf countries heavily rely on imported grains, oilseeds, and vegetable oils, with potential food security risks in the region. * Long-term disruptions could push countries to seek more expensive alternative supply routes, raising food and input costs worldwide.
232. https://energynow.com/2026/03/qatar-warns-war-will-force-gulf-to-stop-energy-exports-within-days/ - * Qatar’s energy minister predicts all Gulf energy exporters will cease production within days due to ongoing conflict. * Qatar, the second-largest LNG producer, declared force majeure after an Iranian drone strike at Ras Laffan. * The war is expected to delay Qatar’s North Field expansion plans and cause a rise in global energy prices. * Disruption of maritime trade through the Strait of Hormuz could push oil prices to US$150 a barrel. * The region's energy supplies and maritime trade are under threat, affecting global industries.
233. https://www.n-tv.de/wirtschaft/Russland-will-Gas-Lieferungen-nach-Asien-umlenken-id30440781.html - * Russia's government plans to shift part of its liquefied natural gas (LNG) exports from Europe to Asia, citing urgent demand and geopolitical reasons. * Russian companies will reorient supplies towards Asian markets like India, Thailand, the Philippines, and China, avoiding potential EU sanctions. * The move is driven by increased gas prices due to the Iran conflict, which restricts shipping routes and impacts regional oil and gas production. * Russia's gas exports to the EU are planned to end by 2027 as EU sanctions tighten. * German officials advocate for expanding domestic gas production to enhance energy independence.
234. https://ekonomi.haber7.com/ekonomi/haber/3609926-hurmuz-bogazinda-trafik-durdu-rota-degisti-buyuk-artis - * Deniz güvenliği seviyesinin 'kritik' seviyeye yükselmesi nedeniyle Hürmüz Boğazı'ndan gemi geçişleri önemli ölçüde azaldı ve askıya alındı. * Gemilerin Hürmüz Boğazı'ndan geçişi yüzde 90 düştü, petrol tankeri trafiği ve gemi sayısı büyük ölçüde azaldı. * Körfez'den Yemen ve Kızıldeniz'e yönelik saldırılar nedeniyle bölgedeki ticaret kısıtlandı, küresel petrol ve LNG tedarikinde aksama riski arttı. * Nakliye şirketleri rotalarını Ümit Burnu'na kaydırdı, bu rotada gemi trafiği yüzde 112 arttı ve teslimat süreleri uzadı. * Hürmüz Boğazı'ndan geçen günlük yaklaşık 15 milyon varil petrolün büyük kısmı Asya'ya götürülüyor, arz kesintisi satış fiyatlarını ve stok seviyelerini etkiliyor.
235. https://coloradobiz.com/iran-war-global-trade-oil-prices-supply-chains/ - * The U.S.-Israeli war with Iran is affecting global trade routes, energy prices, and supply chains. * Major shipping and air routes in the Middle East have been disrupted, slowing trade through the Strait of Hormuz. * Oil and gas prices have increased, raising inflation concerns and costs for businesses worldwide. * Industries face shortages of aluminium, helium, and sulphur amid disruptions. * Analysts warn prolonged conflict could slow global growth and trigger recession risks.
236. https://www.rt.com/russia/634049-putin-tells-russias-energy-sector/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * Putin signals Russia's potential shift away from European gas markets towards more promising markets elsewhere, indicating a strategic pivot. * The statement was made during an interview, suggesting a possible immediate halt to gas supplies to Western Europe, although no final decision has been taken. * The message appears directed at domestic Russian economic actors and reflects a long-term strategic realignment rather than a short-term political move. * Russia’s energy strategy is increasingly influenced by the EU’s green policies, geopolitical tensions, and shifts in access to traditional energy sources, with a pivot towards Asia gaining momentum. * Moscow maintains it remains a reliable supplier but now views Europe as a residual market rather than a priority.
237. https://www.aljazeera.com/economy/2026/3/7/iran-war-is-latest-threat-to-a-global-economy-rattled-by-trump?traffic_source=rss - * The US and Israel’s conflict with Iran threatens to disrupt energy supply routes, notably the Strait of Hormuz. * Iran’s actions could lead to significant increases in oil and LNG prices, with projections of oil reaching up to $150 a barrel. * Oil prices have increased by about 15% to $84 per barrel amid concerns of closure. * Storage constraints and potential production cuts could push prices higher if disruption persists. * Asian countries and Europe are especially vulnerable to rising energy costs short-term, affecting inflation and economic growth. * US and Israeli actions may influence the duration and extent of the disruption, impacting global markets.
238. https://www.brecorder.com/news/40410533/qatar-warns-war-will-force-gulf-to-halt-energy-exports-within-weeks - * Qatar expects Gulf energy exporters to shut down exports if Iran conflict continues, potentially within weeks. * Qatar halted its liquefied natural gas production, which accounts for about 20% of global supply. * The country’s LNG production delay impacts Asian and European markets. * Qatar’s Energy Minister Saad al-Kaabi forecasts oil prices could reach $150 per barrel if conflict persists. * The North Field expansion project will be delayed, affecting plans to begin production in mid-2026.
239. https://analisis.republika.co.id/berita/tbig7t393/perang-iran-dan-kebutuhan-mitigasi-energi-indonesia - * Perang antara AS, Israel, dan Iran meningkatkan risiko gangguan jalur energi utama di Selat Hormuz. * Konflik diperkirakan berkembang dalam tiga skenario: limited war, regional war, dan global war. * Iran memiliki sekitar 2.000–3.000 rudal balistik dan meluncurkan lebih dari 600 rudal dan drone pada Juni 2025. * Konflik di kawasan ini dapat mengguncang harga energi global dan berdampak langsung pada Indonesia sebagai net importer. * Indonesia perlu strategi mitigasi, termasuk cadangan energi strategis dan diversifikasi sumber impor serta transisi ke energi terbarukan.
240. https://lanouvelletribune.info/2026/03/russie-poutine-accuse-lukraine-de-torpiller-les-interets-de-leurope/ - * Russian President Vladimir Putin accuses Ukraine of sinking the Russian gas tanker Arctic Metagaz using naval drones near Libya. * The attack affects Europe's energy supply, with the tanker involved in transporting LNG from Mournansk. * Putin claims Ukraine's actions undermine the EU, Russia's main energy export partner. * Russia considers reorienting its gas exports toward alternative markets, threatening supply disruptions to Europe. * The incident follows claims by Putin of Ukrainian sabotage plans against Turkish Stream and Blue Stream pipelines.
241. https://tass.com/economy/2097463 - * The Hungarian government has suspended supplies of gasoline, diesel, and key cargoes to Ukraine, citing blocking of Russian oil transit via the Druzhba pipeline. * Hungary's Prime Minister Viktor Orban denounced Ukraine’s actions as 'state banditry' and linked the decision to Ukraine's blocking of oil transit. * Zelensky threatened Orban during a meeting, prompting Orban to dismiss the threats and reaffirm Hungary's stance. * Oil from Russia has not flowed through Druzhba since January 27; Hungary and Slovakia have sought to reroute via Croatia. * The EU is considering funds for repairing the Druzhba pipeline to support Ukraine.
242. https://www.tagesschau.de/ausland/europa/pipeline-slowakei-ukraine-100.html - * The Ukraine has stopped delivering Russian oil through the Druschba pipeline to Slovakia and Hungary, citing damage to the pipeline. * Slovakia's Prime Minister Robert Fico disputes the damage claim and accuses Kyiv of delaying repairs. * Slovakia has cut off emergency electricity supplies to Ukraine; regular supplies continue, mainly from Czechia and Poland. * The EU is pressuring Ukraine to allow an independent inspection of the pipeline damage. * Tensions are linked to broader geopolitical issues including EU sanctions against Russia and regional conflicts.
243. https://www.albawaba.com/business/qatars-energy-minister-warns-world-1623359 - * Qatar's Energy Minister Saad Al-Kaabi warns that ongoing conflict in the Middle East could cause Gulf producers to halt energy exports within weeks. * An Iranian strike in Ras Laffan led QatarEnergy to declare "force majeure" and stop LNG production. * Damage to land infrastructure is under assessment, but offshore sites remain undamaged. * The conflict could delay Qatar’s North Field expansion and worsen shipping disruptions through Strait of Hormuz. * Global LNG supplies could remain low, impacting Europe and other regions, with prices possibly quadrupling in natural gas if conflict persists.
244. https://boereport.com/2026/03/06/more-lng-tankers-divert-as-asian-buyers-seek-cargoes/ - * LNG tankers are diverting towards Asia due to disruptions caused by the Middle East war and Qatar supply issues.* *Three tankers shifted routes in early March, with one heading from Nigeria to Asia.* *Higher Asian and European LNG prices are incentivising diversions, with US cargoes likely to come to Asia.* *Asian buyers are seeking replacement cargoes, though high prices delay some purchases.* *Cargo diversions may increase competition between Atlantic and Pacific LNG markets.*
245. https://www.focus.de/immobilien/wohnen/deutschland-muss-im-sommer-viel-erdgas-kaufen-das-wird-teuer_65e8cda8-f815-4c14-9c10-b9907fd4922c.html - * German gas storage levels are at 20.8%, half of usual levels, as of recent data from Bundesnetzagentur. * The low storage level, combined with rising gas prices driven by the Iran conflict, raises concerns for supply and costs. * Current storage volume is 52.17 TWh, with only minor daily depletion; supplies could last over a year if conditions stay stable. * The increased storage depletion is due mainly to high winter demand, previous lower storage fill levels, and policy measures. * Filling storage to 70% would cost approximately 6.25 billion euros at current prices, affecting future gas costs for consumers.
246. https://www.washingtonexaminer.com/news/world/4483441/europe-gas-trouble-war-strains-supplies-russia-cut-off/ - * Europe is experiencing major economic issues due to constrained natural gas supplies amid the Iran war. * Disruptions include paused shipments through the Strait of Hormuz and Qatar shutting LNG production. * European gas prices surged by over 50% in one week, with futures reaching €52.80 per megawatt-hour. * Russia considers ending gas supplies to Europe, citing higher-paying markets in Asia. * QatarEnergy suspended LNG exports after Iranian drone attacks; normal deliveries could take weeks to months to resume.
247. https://www.bairdmaritime.com/shipping/tankers/gas/qatarenergy-offers-10-lng-tankers-for-lease-amid-production-halt-soaring-shipping-rates - * QatarEnergy offers 10 LNG tankers for lease after announcing a production halt at its facility. * The halt affects the 77 million tonne per annum LNG plant. * Production interruption and rising shipping rates are driven by the US-Iran conflict. * The company declared force majeure on shipments. * European and Asian gas prices, along with LNG freight rates, hit multi-year highs.
248. https://www.canarymedia.com/articles/liquefied-natural-gas/why-us-lng-firms-profit-iran-war-fallout - * The war in the Middle East causes LNG price increases globally. * Qatar halted production after Iranian drone attacks, affecting one-fifth of global LNG supply. * US LNG export terminals are operating at full capacity, likely increasing profits for US firms. * India and Taiwan are seeking more US LNG amid supply disruptions. * Europe relies heavily on US LNG, with prices rising and energy affordability worsening. * US expands LNG exports despite warnings of higher domestic costs and energy vulnerabilities. * Renewables are presented as an alternative to shipped-in energy, reducing dependence on global markets. * US efforts to increase LNG exports continue under the Trump administration, intensifying global supply reliance.
249. https://www.viva.co.id/bisnis/1884482-nasib-uni-eropa-ditentukan-oleh-telunjuk-vladimir-putin - * Vladimir Putin menyatakan Rusia akan menarik diri dari pasar gas alam Uni Eropa dan mengalihkan pasokannya ke kawasan atau negara lain, tanpa menunggu larangan impor dari Brussels. * Putin menyampaikan pernyataan usai bertemu dengan Menteri Luar Negeri Hungaria di Kremlin, Moskow, dan menyebut ini sebagai pemikiran, bukan keputusan resmi. * Putin menyarankan agar pasokan energi Rusia dialihkan ke pasar negara berkembang, mengingat rencana Uni Eropa menghentikan sumber energi dari Rusia. * Rusia menegaskan tetap menjadi pemasok energi yang andal ke negara Eropa seperti Slovakia dan Hungaria. * Hungary mendapatkan jaminan pasokan minyak dan gas dari Rusia dan sepakat bekerja sama dalam diversifikasi jalur energi, termasuk opsi transportasi maritim. * Gangguan pasokan minyak mentah Rusia ke Hungaria dan Slovakia terjadi setelah Ukraina menutup jalur pipa Druzhba, dibantah oleh Moskow dan diklaim Kiev melakukan "pemerasan".
250. https://blogwallet.com/small-businesses-hit-hard-by-rising-gas-prices-amid-economic-pressures/ - * Small businesses in the US, such as meal delivery and florists, are affected by rising gas and diesel prices. * Gas prices in the US reached about $3.25 per gallon, with diesel fuel increasing nearly 11% in a week to $4.16 per gallon. * The increase is linked to ongoing geopolitical tensions, including conflicts in the Middle East involving Iran, disrupting supply. * Small businesses are struggling to pass costs onto consumers while maintaining profitability. * Broader economic concerns include declining revenues and impacts on tourism and delivery costs.
251. https://www.dawn.com/news/1979108/qatar-energy-minister-warns-iran-war-will-force-gulf-to-halt-energy-exports-within-weeks-report - * Qatar expects Gulf energy exports to cease within weeks if Iran conflict continues, potentially driving oil to $150 per barrel. * Qatar halted LNG production on Monday, affecting global supply and market demand. * QatarEnergy’s North Field expansion project will be delayed, impacting future production plans. * Qatar’s energy minister predicts global GDP growth will be impacted if war persists. * Critical oil export route through the Strait of Hormuz could be blocked, raising crude and gas prices.
252. https://dohanews.co/qatar-energy-minister-warns-iran-war-could-bring-down-economies-of-the-world/ - * Qatar’s energy minister Saad Al Kaabi warns the Iran war could halt Gulf energy exports and impact global economies. * Disruptions caused by Iranian drone strikes halted gas production at Ras Laffan Industrial City. * QatarEnergy declared Force Majeure due to halted LNG production. * Oil prices could rise to around $150 per barrel if straits disruption persists. * Prolonged disruption could cause global supply chain issues and delay Qatar’s North Field gas expansion.
253. https://www.tz.de/politik/iranischer-drohnenangriff-stoppt-katars-gasexporte-jetzt-drohen-europa-drastisch-steigende-energiepreise-zr-94204451.html - * An Iranian drone attack has stopped Qatar’s LNG exports, impacting global gas markets. * QatarEnergy announced the suspension of production at its Ras Laffan liquefaction plant. * Analysts estimate repairs could take an additional two weeks, causing supply disruptions. * Spot prices for LNG in Asia increased by nearly 40%, European futures surged by 70% since last week. * Countries in Europe and Asia consider reactivating coal plants to cope with gas shortages. * The crisis could lead to higher energy costs, inflation, and increased CO₂ emissions.
254. https://www.bairdmaritime.com/shipping/tankers/gas/global-tug-of-war-for-lng-puts-european-gas-prices-on-edge - • European gas prices remain volatile amid global competition for LNG. • Dutch and British wholesale gas prices slowed gains on Friday, after surges this week. • Iran conflict has disrupted Qatar LNG exports, which account for 20% of global supply. • Dutch front-month contract at TTF increased €1.02 to €51.75 per MWh. • British April contract rose 2.25p to 133.75p per therm.
255. https://25h.app/2026/03/06/%D8%A7%D9%84%D8%B5%D9%8A%D9%86-%D8%AA%D8%B6%D8%BA%D8%B7-%D8%B9%D9%84%D9%89-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D9%84%D9%81%D8%AA%D8%AD-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D8%A3%D9%85%D8%A7/ - * China conducts negotiations with Iran to ensure safe passage for oil and LNG tankers through the Strait of Hormuz, amid rising US-Israel tensions and Iranian responses. * The Strait has experienced near-complete paralysis, affecting about 20% of global oil and gas supplies. * Data shows only one tanker passing after a change in ownership to Chinese owners; around 300 tankers remain trapped. * Oil prices have increased by over 15% since the conflict began; Iran has banned passage for Western ships but not Chinese ships. * The situation impacts global energy security and market prices.
256. https://freebeacon.com/columns/what-it-means-to-achieve-victory-in-iran/ - • NATO shot down an Iranian missile aimed at Incirlik Air Base in Turkey. • An American submarine torpedoed an Iranian frigate off Sri Lanka. • Iran's conflict extends to civilian targets and shipping in the Middle East and Indian Ocean. • Oil prices and markets are affected amid fears of escalation. • US and Israeli forces aim to weaken Iran’s missile capabilities and military infrastructure. • Iran seeks to broaden the conflict, including threats to close the Strait of Hormuz. • US and Israeli militaries strike military targets and support Kurdish movements. • Global energy supplies, particularly through the Strait of Hormuz, face disruption potential.
257. https://www.skynewsarabia.com/business/1857160-%D9%82%D8%B7%D8%B1-%D8%AA%D8%AD%D8%B0%D8%B1-%D8%A7%D9%84%D8%AD%D8%B1%D8%A8-%D8%AA%D9%88%D9%82%D9%81-%D8%B5%D8%A7%D8%AF%D8%B1%D8%A7%D8%AA-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%A7%D9%84%D8%AE%D9%84%D9%8A%D8%AC%D9%8A%D8%A9-%D8%A3%D8%B3%D8%A7%D8%A8%D9%8A%D8%B9 - * قطر تعلن حالة القوة القاهرة بعد استهداف منشأة رأس لفان بواسطة طائرة مسيرة إيرانية. * يُتوقع أن تتأثر صادرات قطر من الغاز الطبيعي المسال، خاصة في أوروبا وآسيا. * مشروع تطوير حقل الشمال سيواجه تأخيرًا بُغية زيادة الإنتاج. * أسعار النفط قد ترتفع إلى 150 دولارًا للبرميل، وأسعار الغاز إلى 40 دولارًا لكل مليون وحدة حرارية. * استئناف الإنتاج مرهون بوقف الأعمال القتالية، مع تحديات لوجستية كبيرة.
258. https://www.tz.de/politik/iranischer-drohnenangriff-stoppt-katars-gasexporte-jetzt-drohen-europa-drastisch-steigende-energiepreise-zr-94204451.html - * An Iranian drone attack stops Qatar's LNG exports, impacting global energy supply. * Qatar's Ras Laffan LNG plant's production is suspended, with repair efforts uncertain. * Gas prices in Asia rose by nearly 40%, in Europe by 70%, amid supply disruptions. * Countries in Asia and Europe face higher energy costs, potential industrial shutdowns, and increased coal use. * The crisis prompts a shift towards coal in some nations, raising CO₂ emissions. * US, Australia, and Malaysia have limited additional LNG capacities, pushing prices higher. * Gas shortages threaten to burden industries such as fertiliser production and food prices. * The crisis potentially accelerates investments in renewables and energy diversification in Europe and China.
259. https://www.iraqidinarusd.com/2026/03/china-pressures-iran-for-access-to-oil.html - * Chinese officials pressure Iran to allow energy shipments through the Strait of Hormuz. * China depends on around 45% of its oil imports via the strait. * Disruption of traffic poses energy security risks to Asian economies. * China maintains economic ties with Iran despite sanctions. * China urges diplomatic resolution and explores backup energy sources.
260. https://www.independent.co.uk/news/world/europe/russia-gas-europe-kremlin-putin-b2932671.html - * Russia's government is set to meet soon to discuss stopping gas exports to Europe, as announced by Deputy Prime Minister Alexander Novak.* President Vladimir Putin warned Russia could cut supplies immediately amid energy price spikes, citing EU's desire to ban Russian gas.* Russian gas accounts for over 12% of Europe's supply; EU imports from Russia have decreased from 40% in 2021 to 6% in 2025.* Russia still supplies gas via the TurkStream pipeline to several countries.* Putin suggested it might be more profitable for Russia to cease exports to Europe and enter new markets.* The discussion comes amid sanctions and reduced Russian gas sales to Europe since 2022 and rising global energy prices driven by Middle East conflicts.
261. https://www.kp.ru/daily/27762/5218693/?from=twall - * Putin states that Russia, Algeria, USA, and Norway have not reduced their gas production volumes for the EU market. * He questions the rationale behind rising gas prices due to Middle Eastern events and European restrictions. * Putin suggests stopping gas supplies to Europe might be more profitable amidst upcoming restrictions. * He reports attacks on Russian gas vessels in the Mediterranean, indicating increased geopolitical risks. * warns of ongoing sabotage activities related to gas pipelines like Nord Stream, Blue Stream, and Turkish Stream.
262. https://readthejoe.com/business/americas-energy-fortress-holds-firm-while-oil-shocks-fizzle-in-the-age-of-shale/ - * Oil shocks that once affected the US economy now have minimal impact due to increased energy independence. * US LNG exports, accounting for 15B cubic feet daily, help stabilise global gas markets amid Iran conflict and Qatar halts production. * Major LNG companies like Shell, TotalEnergies, ExxonMobil, and Cheniere capitalise on surging European and Asian prices, generating windfall profits. * US shale drilling remains cautious, with companies prioritising debt reduction and dividends over expansion, despite high oil prices. * US exports of LNG to Europe now match pre-Ukraine levels of Russian supply, with the US economy less vulnerable to oil supply shocks since 1979.
263. https://newsletter.doomberg.com/p/no-laffan-matter - • EU adopts regulation to prohibit Russian pipeline gas and LNG imports, with full bans from 2027 for LNG and 2028 for pipeline gas. • Qatar’s Ras Laffan LNG facility declared force majeure due to the US-Israeli war on Iran, causing potential global supply shortages. • EU, heavily dependent on LNG imports, faces risks of a repeat energy crisis amid geopolitical conflicts affecting supply sources. • US, Qatar, and Russia dominate LNG trade flows influencing global supply and market dynamics amid ongoing geopolitical tensions.
264. https://www.dimokratia.gr/kosmos/665736/tromaktikes-ektimiseis-apo-to-katar-i-timi-toy-petrelaioy-tha-mporoyse-na/ - * Ο υπουργός Ενέργειας του Κατάρ, Σάαντ αλ-Καάμπι, προειδοποίησε ότι η κρίση στην περιοχή μπορεί να οδηγήσει σε δραστική άνοδο των τιμών του πετρελαίου και διακοπή των εξαγωγών. * Η τιμή του πετρελαίου μπορεί να φτάσει έως και τα 150 δολάρια το βαρέλι. * Το Κατάρ επέφερε διακοπή στην παραγωγή LNG από 3 Μαρτίου 2026 λόγω συγκρούσεων στον Κόλπο. * Η παραγωγή LNG του Κατάρ αποτελεί περίπου το 20% της παγκόσμιας αγοράς και συμβάλλει στην ενεργειακή ζήτηση σε Ευρώπη και Ασία. * Οι εχθροπραξίες αναμένονται να χρειαστούν εβδομάδες ή μήνες για να αποκατασταθούν πλήρως.
265. https://arizonadailyindependent.com/2026/03/04/arizona-corp-comm-votes-to-convert-springerville-and-coronado-generating-stations-to-natural-gas/ - * The Arizona Corporation Commission unanimously voted to convert Springerville and Coronado coal plants to natural gas. * The Springerville plant is owned by TEP, with conversion expected by early 2030, costing approximately $170 million. * The Coronado plant, owned by SRP, is expected to be converted by late 2029 at a cost of around $1.1 billion. * The conversions aim to comply with EPA guidelines and address the loss of dispatchable power capacity. * Coronado supplies about 10% of SRP’s peak demand and powers over 150,000 homes.
266. https://www.bairdmaritime.com/shipping/tankers/is-china-in-talks-with-iran-to-allow-safe-oil-and-gas-passage-through-hormuz - • China is negotiating with Iran to enable crude oil and Qatari LNG vessels to pass safely through the Strait of Hormuz. • The talks are in response to the US-Israeli measures that have effectively shut down the shipping route. • The US-Israeli conflict against Tehran has led to supply disruptions, affecting global oil and LNG markets. • China, relying on Middle Eastern energy supplies, is advocating for safe navigation rights for vessels through the strait. • The diplomatic discussions suggest efforts to maintain energy supply security during regional tensions.
267. https://www.jdsupra.com/legalnews/mideast-war-tests-lng-contracts-7199698/ - * The escalating conflict in the Middle East affects global energy markets, particularly LNG sector. * The Strait of Hormuz's closure disrupts LNG flow from Qatar and Gulf producers, pushing prices higher. * US LNG exports grow amidst regional disruptions; alternative supply sources and flexible contracts gain attractiveness. * Force majeure invoked by QatarEnergy and others leave buyers exposed to spot market risks. * Disputes over price reviews and contractual obligations likely as spot prices spike and long-term contract conditions are tested.
268. https://www.ansa.it/sito/notizie/mondo/2026/03/05/lo-stretto-di-hormuz-zona-di-guerra-mille-navi-bloccate_f363a3e7-a3d5-4de9-95e0-0ccca2c4d44e.html - * Cresce l'allerta nello stretto di Hormuz, classificato come 'zona di operazioni belliche' a causa dell'escalation militare in Medio Oriente. * Circa 1.000 navi sono bloccate nell'area, con circa la metà che trasporta petrolio e gas. * Il valore delle navi ferme supera i 25 miliardi di dollari. * L'Unione europea ha dichiarato la situazione 'estremamente preoccupante' e ha attivato missioni navali di sicurezza. * La regione registra un forte calo del traffico, con transiti delle petroliere diminuiti fino al 90%.
269. https://tass.com/politics/2096913 - * The situation in the European Union’s energy sector is worsening for citizens and industry, according to Kremlin Spokesman Dmitry Peskov. * Peskov states that a decision to cut gas supplies to the EU has not been made, only a proposal for government analysis. * Russian President Putin has proposed redirecting gas supplies to new markets, aligning with Moscow's interests. * The statement emphasises ongoing considerations rather than immediate supply disruptions. * The development impacts the EU's energy security and gas supply strategies.
270. https://tass.com/economy/2096993 - * Russia considers terminating LNG supplies to Europe to support Asian countries reliant on Qatari LNG, according to Sergey Kaufman. * President Vladimir Putin indicated Russia may redirect gas supplies to interested buyers due to EU's rejection of Russian gas. * Russia's pipe gas is mainly supplied to Hungary and Slovakia and cannot be redirected to alternative markets. * Russian LNG is mainly imported by Spain, France, Belgium, and the Netherlands, which support sanctions against Russia. * Countries such as Pakistan, Bangladesh, China, South Korea, Taiwan, and India are heavily dependent on Qatari LNG and might increase imports of Russian gas if Qatar exports are interrupted.
271. https://tass.com/economy/2096971 - * Gas prices on European exchanges rose by over 10%, exceeding $650 per 1,000 cubic metres, following Putin’s statement about potential Russian withdrawal from European gas market. * Russian President Vladimir Putin indicated Russia might redirect supplies elsewhere if the EU proceeds to fully abandon Russian gas. * The EU approved a ban on Russian LNG starting 2027 and on pipeline gas starting 2027, with certain restrictions beginning in 2026. * Gas prices increased partly due to Qatar Energy halting LNG production after Iranian air strikes, with Qatar being the third-largest LNG exporter. * Iran’s navy has taken control of the Strait of Hormuz, through which over 20% of global oil and LNG pass, with reports of tankers being hit by missiles and drones.
272. https://tass.com/economy/2097047 - * Kirill Dmitriev, CEO of Russian Direct Investment Fund (RDIF), forecasts rising inflation and industrial bankruptcies in Europe due to rejection of Russian gas. * He states that a surge in EU natural gas prices has occurred because of this rejection. * Gas prices in Europe rose by more than 10% and exceeded $650 per 1,000 cubic meters. * The article discusses potential energy crisis and tensions in the Middle East affecting energy prices.
273. https://tass.com/politics/2097197 - * The global security architecture is rapidly crumbling, with contours fading and structure eroding, according to Sergey Shoigu. * Shoigu criticises the US and Israel for aggression against Iran, calling it unprecedented disregard for international law. * The consequences of Middle East events, including potential closure of the Strait of Hormuz, could be severe, affecting energy and food supplies. * Losses from closing the Strait of Hormuz could amount to approximately $7 billion per day. * Shoigu states the war in the Middle East was unleashed without understanding the consequences.
274. https://tass.com/economy/2097233 - * Fitch expects the Strait of Hormuz to be effectively closed for less than a month due to Middle East conflict. * The closure is anticipated to cause a significant reduction in hydrocarbon export revenues for Bahrain, Iraq, Qatar, and Kuwait. * Fitch states there will be no major damage to energy infrastructure if the closure lasts less than a month. * Iran denies having closed the Strait, citing US threats as a security concern.
275. https://tass.com/economy/2097091 - * An expert suggests a possible 'fight for LNG' on global markets due to Middle East tensions and potential disruptions. * Russia's reorientation of LNG exports toward Asia may become key if the Strait of Hormuz remains blocked. * Long-term LNG contracts from Yamal could influence supply reorientation, with some existing contracts potentially terminated. * EU has approved bans on Russian LNG imports starting in 2026-2027, with restrictions beginning sooner. * US and Israel launched military strikes against Iran, escalating Middle East tensions and impacting regional stability.
276. https://tribune.com.pk/story/2596000/petroleum-minister-warns-of-gas-crisis-after-qatarenergy-force-majeure-notice - * Pakistan's Petroleum Minister Ali Pervez Malik announced a potential gas crisis due to QatarEnergy's force majeure notice caused by the war in the Middle East. * Escalating regional conflict, including US and Israeli strikes and Iran's retaliatory attacks, has disrupted energy supply routes like the Strait of Hormuz. * The war has caused congestion and blockage in energy supply chains, with an uncertain timeline for resolution. * Pakistan is exploring alternative energy arrangements, reducing dependence on gas, and conserving fuel amidst rising prices and potential load shedding. * The government plans measures including demand curtailment, rationing, and action against hoarders to manage the crisis.
277. https://tribune.com.pk/story/2596040/citys-gas-woes-reachboiling-point - * Widespread gas outages in Karachi during Ramazan due to disruptions in LNG imports and tensions in the Strait of Hormuz. * Residents report prolonged load-shedding, affecting meal preparations for Sehri and Iftar. * Escalating US-Iran tensions impact energy supply routes in the Gulf region. * SSGC considers revised gas supply schedule, possibly from 3am to 9am and 3pm to 9pm. * Authorities warn that ongoing Gulf tensions could worsen gas shortages across Pakistan.
278. https://www.aol.com/articles/trump-u-navy-escorts-tankers-204600212.html - • President Donald Trump announced the US Navy will escort tankers through the Strait of Hormuz due to Iranian threats. • The US will provide political risk insurance for maritime trade, especially energy, through the Gulf. • The Islamic Revolutionary Guard threatened ships attempting to transit the Strait, with IRGC ships reportedly destroyed by U.S. forces. • The US Department of Transportation issued an alert urging vessels to maintain a safe distance from military activity. • Iran targeted Arab Gulf countries in response to US strikes inside Iran.
279. https://ria.ru/20260306/ssha-2078889980.html - * Алексей Пушков, член комитета Совфеда по конституционному законодательству, заявил, что США подорвали свои санкции против России, чтобы остановить транзит энергоносителей через Ормузский пролив.
280. https://whyy.org/articles/gas-prices-iran-war/ - * U.S.-Israeli military actions against Iran have been ongoing for six days. * Crude oil prices have increased significantly. * Gasoline prices in Philadelphia rose to $3.22 per gallon, a 20-cent increase. * Rising costs are linked to concerns over oil and natural gas production and transport disruptions due to the conflict. * The war's escalation impacts the natural gas market and energy prices.
281. https://www.dailystar.co.uk/news/latest-news/breaking-putins-gas-war-europe-36818945 - * Vladimir Putin threatens to stop Russian gas supplies to Europe, citing business reasons.* * The move is linked to Ukraine and Middle Eastern conflicts, with potential price increases for consumers.* * Putin suggests shifting supplies to alternative markets that are more reliable.* * Russian gas accounted for about 13% of EU imports in 2025, with disruptions potentially affecting prices.* * Slovakia and Hungary seek to restart Russian oil supplies amid political tensions.
282. https://www.hungarianconservative.com/articles/current/hungary-russia-war-in-ukraine-pow-transcarpathia-putin-energy-security-druzhba/ - • Hungarian Minister of Foreign Affairs Péter Szijjártó announced the release of two Hungarian prisoners of war from Transcarpathia after talks in Moscow on 4 March. • The discussions aimed to secure energy supplies amid Ukraine’s blockade of the Druzhba pipeline and regional conflicts. • Russia confirmed continued energy supply at existing prices and discussed alternative transport options if pipelines face disruptions. • Szijjártó highlighted concerns over Ukrainian plans to sabotage pipelines, including TurkStream, to prevent gas supplies to Hungary.
283. https://egyptoil-gas.com/news/putin-warns-russia-could-halt-gas-supplies-to-europe-amid-iran-crisis/ - * Putin warned Russia may halt gas supplies to Europe following the Iran crisis and Western restrictions. * The EU aims to ban Russian pipeline gas by 2027 and restrict LNG contracts from April 2026. * Oil and gas prices surged after US and Israeli attacks on Iran, disrupting regional energy facilities. * Russia considers redirecting gas supplies to other markets, including China. * Russia continues to supply energy to countries like Slovakia and Hungary.
284. https://25h.app/2026/03/05/%D9%82%D8%B7%D8%B1-%D9%84%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%AA%D8%B9%D9%84%D9%86-%D8%A7%D9%84%D9%82%D9%88%D8%A9-%D8%A7%D9%84%D9%82%D8%A7%D9%87%D8%B1%D8%A9-%D9%88%D8%AA%D9%88%D9%82%D9%81-%D8%A5%D9%86/ - * Qatar Energy announces force majeure and stops LNG and related gas production. * The announcement follows notifications to affected procurement clients. * European gas markets experience a surge, with TTF futures rising by 35% in one day. * Over the week, European gas prices increase by approximately 53%. * Goldman Sachs estimates a 10% energy price increase could reduce UK and eurozone GDP by 0.2%. * EU gas storage levels drop below 30% of capacity, lower than the same period last year, raising supply concerns, especially in Germany and France.
285. https://www.skynewsarabia.com/business/1856857-%D9%82%D8%B7%D8%B1-%D9%84%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%AA%D8%B9%D9%84%D9%86-%D8%A7%D9%84%D9%82%D9%88%D8%A9-%D8%A7%D9%84%D9%82%D8%A7%D9%87%D8%B1%D8%A9-%D9%88%D8%AA%D9%88%D9%82%D9%81-%D8%A5%D9%86%D8%AA%D8%A7%D8%AC-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2 - - قطر للطاقة تعلن حالة القوة القاهرة وتوقف إنتاج الغاز. - أسواق الغاز الأوروبية سجلت ارتفاعات حادة، مع زيادة بنسبة 35% في عقد TTF الآجل بمقدار يوم واحد. - ارتفاع أسعار الطاقة قد يقلل الناتج المحلي الإجمالي لمنطقة اليورو والمملكة المتحدة بنسبة 0.2%. - مستويات تخزين الغاز في الاتحاد الأوروبي أقل من 30%، مع ألمانيا وفرنسا الأكثر عرضة للخطر.
286. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5247774-%D9%87%D8%A7%D8%A8%D8%A7%D8%BA-%D9%84%D9%88%D9%8A%D8%AF-%D8%AA%D9%8F%D9%81%D8%B9%D9%91%D9%90%D9%84-%D8%A5%D8%AC%D8%B1%D8%A7%D8%A1%D8%A7%D8%AA-%D8%B7%D9%88%D8%A7%D8%B1%D8%A6-%D9%84%D8%B4%D8%AD%D9%86%D8%A7%D8%AA-%D8%A7%D9%84%D8%AE%D9%84%D9%8A%D8%AC - * Europe’s gas storage efforts become more complex and costly amid disruptions caused by the US-Israeli conflict on Iran, and reduced Russian gas imports. * The EU's reliance on LNG for storage has increased from 19% to about 45%, equating to approximately 174 billion cubic metres. * Europe needs around 700 LNG shipments to fill storage tanks this summer, up by 180 shipments compared to last year. * Gas prices in Europe surged, with record-high prices earlier in 2023 and a 50% jump recently after Qatar’s fields closure. * Gas storage levels in Europe likely remain well below the five-year average, risking shortages if LNG supply interruptions continue.
287. https://jurnalul.ro/stiri/externe/europa-noua-criza-energetica-pretul-gazelor-peste-50-1026047.html - * Gas prices in Europe reach their highest level in 2023, rising approximately 53% due to Middle East conflict disruptions. * Shipping congestion through the Strait of Hormuz and attacks on Qatar exacerbate the crisis. * Asian buyers redirect LNG shipments away from Europe, paying higher prices. * European gas storage levels are below 30%, significantly lower than the average of 45% for this period. * Europe’s vulnerability persists despite reduced dependence on Russian gas, as global LNG market fluctuations impact prices.
288. https://energynow.com/2026/03/qatar-shuts-gas-liquefaction-will-take-weeks-to-restart-sources-say/ - * Qatar fully shuts down gas liquefaction on Wednesday, with recovery expected in at least a month. * The shutdown affects Qatar Energy's Ras Laffan plant, which declared force majeure on exports. * Restarting production will take at least two weeks after initial restart and a further two weeks to reach full capacity. * The shutdown involves gas-to-super-chilled fuel conversion, impacting LNG export capacity. * The news influences global LNG supply and export levels.
289. https://kapitalis.com/tunisie/2026/03/05/gaz-le-qatar-souffre-les-etats-unis-se-gavent/ - ['* US LNG exporters Venture Global and Cheniere Energy increase production and accelerate new capacity outputs, responding to a surge in European and Asian prices caused by Qatar supply issues.', '* US LNG market gains a pivotal role during the ongoing global gas crisis, with exports growing and prices rising significantly in Europe.', "* Qatar's LNG production was temporarily halted following an Iranian drone attack on Ras Laffan, a major LNG facility producing a fifth of global supply.", '* European gas prices rose 39%, UK prices increased 45%, while US gas prices only slightly rose by 3.5%.', "* US surpassed Qatar and Australia as the world's largest LNG exporter in 2023, with new terminals planned but not yet operational, including the Golden Pass project."]
290. https://www.dnevnik.bg/sviat/2026/03/05/4889260_rusiia_misli_da_spre_gaza_za_evropa_predi_brjuksel/?ref=rss - * Russia threatened to stop gas deliveries to Europe. * Russian president Putin discussed quotas for Hungary with Hungarian Foreign Minister Szijjártó. * Putin mentioned it might be more advantageous for Russia to cease supplies and target other markets. * No formal decision has been made; Putin tasked the government to evaluate options. * Russian Energy Minister Novak said the cabinet will discuss the issue soon.
291. https://africa-middleeastmining.com/iran-conflict-disrupts-qatar-lng-supply-and-global-markets/?utm_source=rss&utm_medium=rss&utm_campaign=iran-conflict-disrupts-qatar-lng-supply-and-global-markets - * Iran-related conflict disrupts Qatar’s LNG operations, causing market volatility. * Qatar supplies around 20% of global LNG, making disruptions significant. * Strait of Hormuz crucial transit route affected by regional tensions. * Shipping delays and increased costs due to rerouted cargoes. * European gas prices surged over 45%, amid low storage levels. * Asian markets experienced price rises with some resilience. * Disruptions prompt global energy security strategy reviews.
292. https://aif.ru/politics/world/operezhaya-sankcii-stoit-li-perekryt-gaz-evrope-pryamo-seychas - * Putin suggested the possibility of instant gas supply termination to Europe, citing rising prices and geopolitical risks, including conflicts involving Iran and Qatar. * European sanctions against Russian gas, including bans on imports from 2026 and 2027, are imminent. * Russia's current gas exports to Europe amounted to 40 bcm in 2025, representing 13% of total European imports. * The Turkish Stream remains the main route for Russian gas, with high utilisation levels. * Russia seeks alternative markets such as China, Central Asia, and the Asia-Pacific region for future supplies. * The process of reorienting gas supplies to new markets is ongoing and complex.
293. https://www.vietnamplus.vn/qatar-tam-dung-xuat-khau-lng-cac-ong-lon-phuong-tay-huong-loi-post1097155.vnp - * Qatar temporarily halts LNG exports following an attack on its infrastructure. * Prices for LNG increase sharply in Europe and Asia, with Asia up 91% and Europe up 44% since 27/2. * Western energy companies, including Shell, TotalEnergies, ExxonMobil, and Cheniere, benefit from the price surge. * Qatar's LNG production, accounting for 20% of global supply, is impacted; other supply sources are being sought. * US and Australia increase LNG export capacity; US became the largest exporter by 2022 with projected growth by 2031.
294. https://oilprice.com/Latest-Energy-News/World-News/LNG-Shipping-Rates-Soar-650-to-300000-Per-Day.html - * Global LNG shipping market rates rise from $40,000 to $300,000 per day, a 650% increase, due to escalating Middle East conflict. * Charter rates for LNG carriers on U.S. Gulf-Europe and U.S. Gulf-Asia routes increase to $300,000 per day. * Qatar halts LNG production and declares force majeure, affecting roughly 20% of global supply. * Disruption causes traders to seek longer routes, increasing demand for LNG carriers. * Asian LNG prices remain roughly double pre-conflict levels, with major Asian importers impacted.
295. https://www.marineinsight.com/shipping-news/qatar-halts-lng-production-declares-force-majeure-on-exports-after-drone-attack/?utm_source=rss&utm_medium=rss&utm_campaign=qatar-halts-lng-production-declares-force-majeure-on-exports-after-drone-attack - * Qatar suspends LNG production and declares force majeure following drone attack at Ras Laffan Industrial City. * Facilities expected to remain offline for at least two weeks, with full recovery possibly taking over a month. * Disruption delays LNG shipments and affects global supply, impacting prices and trade flows. * Most of Qatar’s LNG exports go to Asia, with Europe increasing imports due to reduced Russian pipeline gas. * The shutdown influences global LNG market dynamics and freight rates.
296. https://english.pravda.ru/world/166078-hormuz-strait-crisis-oil-gas-shipping-trump-response/ - * Iran has increased naval control over the Hormuz Strait, disrupting global energy trade.* Major insurers have suspended war-risk coverage for ships passing through the region.* Oil production at Iraqi fields and LNG facilities in Qatar have halted.* Europe faces potential energy shortages due to these disruptions, with gas prices surging.* US President Donald Trump announced plans to deploy naval escorts and provide insurance guarantees for maritime trade.
297. https://www.dnevnik.bg/sviat/2026/03/05/4889305_cenite_na_gaza_za_evropa_se_vdigat_sled_kato_putin/?ref=rss - * The Danish and UK gas benchmarks recovered after Putin warned Russia might halt deliveries to Europe. * Dutch TTF contract increased by 2% to 49 euros/MWh; earlier rose 8.3% to 52.80 euros/MWh. * UK April contract traded 2.1% higher at 129.5 pence per therm. * Putin suggested Russia could benefit from stopping gas exports earlier, as their share of EU gas decreased from 40% to 6%. * Risks to supplies are heightened due to potential LNG disruptions from the Gulf and geopolitical tensions. * European gas storage filling for next winter becomes more expensive, amid conflict impacts and global market shifts.
298. https://peakoil.com/production/qatar-shuts-lng-production-declares-force-majeure-as-hormuz-crisis-deepens - * QatarEnergy shuts down LNG production due to escalated Iran conflict. * The shutdown may last at least two weeks, with a full restart taking another two weeks. * Qatar accounts for approximately 20% of global LNG exports. * The disruption intensifies competition for LNG cargoes, pushing prices to multi-year highs. * US has limited capacity to fill the supply gap, risking prolonged shortages. * The shutdown represents a significant global energy supply disruption with potential market impacts.
299. https://hungarytoday.hu/mol-and-slovnaft-file-complaint-against-croatian-pipeline-operator-janaf-with-the-eu-commission/ - * MOL and Slovnaft filed a complaint against Croatian pipeline operator Janaf with the European Commission for alleged abuse of market position and pricing manipulation. * The dispute concerns delays and charges related to the transit of non-sanctioned Russian oil through the Adriatic pipeline to Hungary and Slovakia. * Janaf responded that the complaint is an attempt to exert pressure during price negotiations and that it acts within EU sanctions. * The European Commission is now evaluating whether Janaf is abusing its dominant market position, risking penalties. * The Druzhba pipeline is currently non-operational, affecting regional energy supply reliability.
300. https://www.oilandgas360.com/hormuz-risk-sends-energy-shipping-costs-soaring/#utm_source=rss&utm_medium=rss&utm_campaign=hormuz-risk-sends-energy-shipping-costs-soaring - * Escalating tensions involving Iran impact global energy markets by increasing shipping costs and security concerns around the Strait of Hormuz. * Iran’s IRGC has expanded its leadership role, heightening regional conflict risks. * Iran declares full control over the Strait, warning of missile and drone threats to ships. * War risk insurance costs for vessels in the Gulf have surged, with some insurers withdrawing coverage. * The Strait of Hormuz transports about one-fifth of global oil consumption and significant natural gas exports. * Oil prices have increased, with traders sceptical about the duration of disruption risks. * US government proposes naval escorts and insurance backstops to secure shipments. * Market perception of risk influences freight rates and energy prices, depending on conflict developments.
301. https://lenta.ru/news/2026/03/05/putin-ob-yasnil-vzlet-tsen-na-gaz-dlya-evropy/ - * Putin states that the surge in gas prices in Europe is caused by global market conditions and sanctions against Moscow, as explained to journalist Pavel Zarubin. * He highlights that European countries are panic-stricken due to high tariffs and uncertain supply, especially with upcoming restrictions on Russian LNG in April. * Putin asserts Russia remains a reliable energy supplier to countries including Slovakia and Hungary. * He criticises Brussels' energy policies, the green agenda, and domestic political aims for contributing to the crisis. * Prices have soared to 700 dollars despite no reduction in supply, driven by global circumstances.
302. https://mediaindonesia.com/ekonomi/866906/2-kapal-tanker-pertamina-terjebak-di-selat-hormuz-pemerintah-lakukan-negosiasi - * Indonesia's government is negotiating to free two Pertamina tankers trapped in the Strait of Hormuz. * The tanks are currently berthed while negotiations continue, with alternative energy supplies being prepared. * Pertamina International Shipping reports four ships in the Middle East region; two ships remain in the Gulf area. * The US and Israel reportedly attacked Iran, leading Iran's media to claim the Strait of Hormuz has effectively been closed. * The Strait is a strategic route for global energy trade, with about 20% of oil and LNG exports passing through it.
303. https://www.zerohedge.com/energy/china-linked-bulk-carrier-exits-strait-hormuz-without-incident - * Maritime tracking reports a China-linked bulk carrier, Iron Maiden, transited the Strait of Hormuz without incident. * Iran has permitted Chinese vessels to pass through the strait, according to reports. * Strait of Hormuz traffic has decreased by approximately 90% due to regional conflict and Iranian restrictions. * Iran has targeted ten vessels in or around the Strait, with threats of force by IRGC forces. * Chinese officials have called for a ceasefire in the U.S.-Iran conflict, citing energy import concerns.
304. https://www.gamereactor.fr/poutine-envisage-dinterrompre-les-livraisons-de-gaz-a-leurope-2055703/ - * Le président Vladimir Poutine a déclaré que la Russie pourrait interrompre ses livraisons de gaz à l'Europe, sans décision prise, en contexte de flambée des prix de l'énergie. * Poutine a évoqué une réorientation des exportations vers d'autres marchés, notamment en Asie. * L'avertissement intervient face à la réduction de la dépendance de l'Europe au gaz russe, notamment à cause des sanctions et restrictions. * La part de la Russie dans les importations de gaz de l'UE a diminué depuis 2022, remplacée par la Norvège, les États-Unis et l'Algérie.
305. https://www.tehrantimes.com/news/524446/Closure-of-Hormuz-Strait-not-a-choice-but-a-necessity - • Iran threatened to close the Strait of Hormuz in response to US and Israeli actions against Iran. • The move follows Iran’s dissatisfaction with US sanctions and military actions, including unilaterally abandoning the JCPOA. • Iran warned oil tankers to avoid passing the strait; some have been attacked. • The article discusses the geopolitical conflict between Iran, the US, Israel, and other countries, and its potential impact on global energy markets. • It criticises US policies under Trump, including sanctions and military threats, contributing to increased regional tensions.
306. https://www.tehrantimes.com/news/524431/International-concern-grows-as-US-Israeli-assault-on-Iran-sparks - * The crisis in the Strait of Hormuz escalated following US–Israeli military actions against Iran, with Iran asserting control over the waterway. * Shipping activity has slowed sharply, with over 3,000 vessels idle and 500 ships waiting outside the region. * Brent crude prices climbed above $80 per barrel, rising 13% since the conflict began. * China called for protection of vessels, emphasising regional stability's importance for global economic security. * US President Donald Trump announced the US Navy would escort tankers through the Strait to ensure energy flow. * Countries like Pakistan and Saudi Arabia are seeking alternative routes and assistance amid disruptions.
307. https://investinglive.com/news/is-this-a-hint-that-the-us-iran-conflict-might-stretch-on-for-much-longer-20260305/ - * The article discusses the uncertainty regarding the duration of the US-Iran conflict and its impact on regional energy security, particularly in the Gulf region. * A Politico report suggests the conflict may extend beyond weeks, possibly into months, affecting the Strait of Hormuz and oil supply routes. * The US is increasing military intelligence support for operations against Iran for potentially over 100 days, indicating a prolonged conflict. * Markets are not fully priced in; WTI crude oil has risen amid fears of extended disruptions, with prices trending towards $80 and potential risk of reaching $100.
308. https://www.indiandefensenews.in/2026/03/indian-navy-deploys-ins-surat-in-gulf.html - * The Indian Navy has positioned INS Surat in the Gulf of Oman amid escalating US-Israel-Iran conflicts. * The deployment supports Operation Sankalp for maritime security, anti-piracy, and humanitarian aid. * The move is a precautionary, non-combatant measure focused on protecting Indian nationals and trade routes. * INS Surat is a Visakhapatnam-class destroyer commissioned in 2025, equipped with advanced stealth and weapon systems. * The deployment responds to threats to trade security and regional stability, relying on past successful evacuation operations.
309. https://tass.com/world/2096269 - * Hungary has formed a commission led by Gabor Czepek to investigate the Druzhba pipeline blockage. * Hungarian Prime Minister Viktor Orban announced the measure, citing risks from sabotage and Ukraine’s alleged attacks. * Hungary has reinforced security at energy facilities, deploying army units to 75 locations. * Ukraine will not resume oil supplies via the Druzhba pipeline to Slovakia in the coming days. * Slovakia's government has approved ending its agreement with Ukraine on emergency electricity supplies. * The European Commission has acknowledged pressure on Ukraine to resume oil supplies via the pipeline. * Budapest suspects Ukraine’s reluctance to restart oil transit is linked to upcoming Hungarian elections and political manoeuvres.
310. https://www.euronews.com/2026/03/04/hungarian-foreign-minister-in-moscow-for-energy-talks-with-putin-amid-ukraine-pipeline-row - * Hungarian Foreign Minister Péter Szijjártó visited Moscow to hold talks with Russian President Vladimir Putin regarding energy supplies. * Hungary is involved in a dispute with Ukraine over the damaged Druzhba pipeline, which they claim can be repaired, while Ukraine cites risks. * Hungary seeks guarantees from Russia for energy imports amidst the global energy crisis. * The dispute has led Hungary to block EU financial support to Ukraine. * The European Commission is mediating discussions with Kyiv about the pipeline issues.
311. https://aif.ru/politics/putin-specsluzhby-rf-znayut-o-podgotovke-podryva-tureckogo-potoka - * Vladimir Putin states that Russia's security services have information about preparations to blow up the 'Blue Stream' and 'Turkish Stream' pipelines. * He claims this follows the sabotage of the 'Nord Stream' pipelines. * The alleged actions are reported to be supported by some Western secret services. * Russia has informed Turkey about the threat. * 'Blue Stream' supplies Russian gas to Turkey, and 'Turkish Stream' is a pipeline from Russia to Turkey under the Black Sea, with one branch for Turkish consumers and another for Southeast Europe.
312. https://www.moroccoworldnews.com/2026/03/281559/qatarenergy-declares-force-majeure-on-lng-shutdown-may-last-weeks/ - * QatarEnergy halted LNG production at its facilities, declaring force majeure, which may last at least a month. * The shutdown follows military strikes near Qatar's LNG facilities and affects global energy supplies. * Qatar accounts for around 20% of global LNG exports, with all shipments passing through the Strait of Hormuz. * European gas prices increased by 52%, and Asian markets, including India, face supply cuts amid the disruption. * The restart process is complex, requiring a gradual cooldown to avoid equipment damage, delaying market recovery.
313. https://tass.com/politics/2096491 - ['* Russian President Vladimir Putin warns about Ukrainian plotting to sabotage gas pipelines.', '* Ukraine allegedly plotting sabotage with Western support, according to Russian special services data.', '* Pipelines mentioned include Blue Stream, TurkStream, and Nord Stream.', '* Russia has shared this intelligence with Turkey.', '* Putin describes the situation as very dangerous.']
314. https://aif.ru/politics/dmitriev-prizval-obrashchatsya-k-vlastyam-es-pri-ostanovke-postavok-gaza-rf - * Кирилл Дмитриев, глава РФПИ, призвал обращаться к руководителям ЕС при остановке российского газа в Европу. * Дмитриев отметил возможность прекращения поставок российского газа РФ. * Владимир Путин поручил проработать вопрос о прекращении поставок газа в Европу. * ЕС планировал отказаться от российского газа полностью к 2027 году, однако РФ рассматривает возможное досрочное прекращение.
315. https://www.rt.com/russia/633804-russia-exit-european-gas-putin/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * Russia may end gas supplies to the EU immediately without waiting for a ban, according to President Vladimir Putin. * Putin suggested redirecting supplies to emerging markets if supplies are cut off, citing EU policies. * Russia intends to continue supplying energy resources to Hungary and Slovakia, subject to their reliability. * Hungary has secured oil and gas supply guarantees from Russia and aims to diversify routes, considering maritime transport if pipelines face difficulties. * Following disruptions, Hungary and Slovakia have accused Ukraine of deliberately halting Russian supplies and have involved political vetoes against EU sanctions.
316. https://www.sondakika.com/guncel/haber-putin-den-avrupa-gaz-pazarina-cekilme-aciklamasi-19624879/ - * Putin states Russia may fully withdraw from Europe's natural gas market, citing potential attacks on pipelines and energy infrastructure. * Putin claims Ukraine plans attacks on TurkStream and Ukrainian pipelines, impacting European supplies. * He discusses the economic advantage of suspending gas exports to Europe and seeking new markets. * Iran's closing of the Hürmüz Strait has contributed to rising European gas prices, which increased by 100% to 65 euros per megawatt hour. * Russia, the US, Norway, and Algeria are noted as key gas suppliers unaffected by reduced shipments. * Europe faces heightened energy supply risks due to geopolitical tensions and attacks on infrastructure.
317. https://londonlovesbusiness.com/global-gas-producer-has-declared-a-force-majeure-on-contracts-as-war-widens/ - ['* QatarEnergy declared force majeure on LNG shipments following drone strikes in Ras Laffan Industrial City.', '* The strikes are linked to Iran and targeted critical gas infrastructure.', '* The declaration allows QatarEnergy to suspend contractual obligations due to unforeseen events.', '* The strikes have raised concerns over global gas supply stability, particularly in Europe.', '* The disruptions impact energy prices and availability regionally and globally.']
318. https://www.albawaba.com/news/putin-warns-early-gas-cut-eu-global-1623283 - * Putin signals possible suspension of Russian natural gas supplies to Europe ahead of EU restrictions in March 2026. * EU to introduce new limits on Russian gas imports, with potential full ban planned for 2027. * Russia may base decisions on market dynamics, citing higher prices elsewhere as a business choice. * Russia supplied 40% of EU’s gas before 2022; supply disruptions could accelerate European energy transition. * Global energy turbulence linked to US-Israel conflict with Iran and Qatar LNG production suspension, impacting supply and prices.
319. https://www.bairdmaritime.com/shipping/tankers/gas/us-australia-can-do-little-to-replace-lost-qatari-lng-cargoes-in-short-term - * Companies in the US and Australia have limited spare capacity to offset Qatar's LNG supply halt due to the conflict in the Middle East. * Qatar supplies about 20% of the world's LNG but halted production due to issues at the Strait of Hormuz. * US LNG plants are operating near full capacity and cannot significantly increase output. * US production additions are unlikely to fill the approximately 80 million tons per year loss. * Dutch TTF benchmark fell from a three-year high after the supply disruptions.
320. https://tribune.com.pk/story/2595872/qatar-shuts-gas-liquefaction - * Qatar announced force majeure on gas exports, causing a shutdown at its liquefaction facilities amid the US-Israeli conflict on Iran. * The shutdown started this week; Qatar's liquefaction capacity will remain offline for at least a month. * Qatar supplies approximately 20% of global LNG, impacting Asian and European markets, with prices and freight rates reaching multi-year highs. * Shipping through the Strait of Hormuz has slowed, affecting LNG transit. * Restarting the facility involves a gradual process, taking roughly four weeks once the decision is made.
321. https://www.novinite.com/view_news.php?id=236252 - * European natural gas prices declined by nearly 6% to €27.30 per megawatt-hour, reflecting abundant global supplies. * Record LNG imports in Europe reached 142 billion cubic meters in 2025, a 28% increase from the previous year. * EU gas storage stands at 60.6% of capacity, down from 70.8% last year. * LNG now accounts for around 45% of EU gas imports, up from 20% before Russia’s invasion of Ukraine. * Analysts foresee an extended surplus in the European gas market, maintaining prices at subdued levels.
322. https://oilprice.com/Energy/Natural-Gas/Chinas-Gas-Growth-Casts-a-Shadow-over-LNG-Demand.html - * China boosts domestic natural gas production, with a 7.1% increase in November last year. * Production in 2025 projected at 263 billion cu m, rising to 278.5 billion cu m in 2023. * Decline in LNG imports due to increased domestic output, with a forecast reduction of 600,000 tons in LNG demand for China in 2023. * China’s reduced LNG demand affects global LNG market outlook, potentially leading to oversupply and price impacts. * Increased pipeline imports from Russia and Central Asia are expected to influence liquefied natural gas demand and trade flows.
323. https://www.fxstreet.com/news/european-gas-surges-above-eur33-mwh-on-cold-snap-forecast-ing-202601161130 - * European gas prices, as measured by TTF, rose more than 4.2%, surpassing €33/MWh. * The rally was driven by forecasts of a cold snap across Europe towards the end of the month. * EU gas storage levels are below the 5-year average at less than 52% full. * Investment funds reduced their net short positions in TTF from 92.76 TWh in mid-December to 55.14 TWh. * The article discusses demand-side factors affecting regional gas markets and pricing.
324. https://www.zerohedge.com/commodities/eu-natgas-spikes-most-two-years-perfect-storm-unfolds - * Dutch TTF natural gas futures increase by 25% in one week, the largest since October 2023. * The increase is driven by tightening storage levels, cold weather, and market short covering. * European inventories are at 52%, below the 10-year average of 71%, raising storage risks. * Europe relies on global LNG imports and Norwegian pipeline flows for supply. * The situation underscores Europe's energy system fragility as temperatures drop.
325. https://www.energyflux.news/short-squeeze-ttf-eu-gas-market-price-spike-winter/ - * Last week, European gas prices rose over 20% due to colder temperatures, increased demand, and falling EU gas stocks. * The sharp increase was driven by short-covering in algo-driven traders with structural short positions. * Market reactions varied between panic and dismissive optimism, but the move was within historical normal ranges. * The price shock indicates expanding outlier risk as bearish fundamentals persist but are overshadowed by positioning and narrative factors. * This reflects structural market dynamics, not an anomaly, with broader implications for future price volatility.
326. https://www.azernews.az/analysis/253386.html - * European gas prices reached about $478 per 1,000 cubic metres, their highest in six months, driven by cold weather and low storage levels. * Storage in Europe is around 50% of capacity, intensifying price sensitivity amid increased heating demand. * Supply concerns include LNG production and export constraints, with US and Qatar experiencing demand pressures. * Global LNG supply is expected to grow in 2026, which may stabilise prices. * Azerbaijan, producing 51.5 bcm of gas in 2025 and exporting 25.2 bcm, benefits from higher regional prices; approximately 12.8 bcm was delivered to Europe, underpinning its strategic and economic role in regional energy security. * Increased liquefied natural gas and pipeline supplies to Europe make Azerbaijan’s exports more significant amid geopolitical shifts away from Russian gas. * Price spikes influence Azerbaijan’s export policies, infrastructure investments, and geopolitical leverage, linking market dynamics with broader energy transition and security strategies.
327. https://ceenergynews.com/oil-gas/european-gas-demand-2026/ - * The International Energy Agency reports that global gas demand growth slowed in 2025 and is expected to decline in Europe in 2026. * European gas consumption grew by 3% in 2025, driven by colder weather and power sector demand, but is forecast to fall by 2% in 2026 due to renewable expansion. * LNG imports into Europe increased by 30% in 2025 and are projected to rise by 7% in 2026, reaching over 185 bcm. * Russia’s piped gas exports to the EU fell by 45% in 2025, while LNG supply increased, reducing reliance on Russian pipeline gas. * EU storage levels remained below targets but market prices decreased, indicating market sufficiency despite lower storage levels. * Asian LNG demand is expected to grow nearly 2% in 2026, primarily driven by China and emerging Asian markets.
328. https://en.protothema.gr/2026/01/26/europe-caught-between-a-rock-and-a-hard-place-over-lng-we-replaced-one-massive-dependency-with-another/ - * Europe increased its reliance on US LNG imports, reaching over 25% of its natural gas supply by 2025.* * Dependence on American natural gas potentially used as political leverage, raising concerns.* * US natural gas futures surged due to cold weather and production disruptions, impacting supply and prices.* * Europe is reducing Russian gas imports, while Norway remains a key supplier.* * US LNG exports are likely to grow further, but intervention measures could lead to higher costs.*
329. https://tass.com/world/2077597 - * Germany’s gas storage facilities have fallen below 38%, indicating a critical situation, according to AfD co-chair Tino Chrupalla. * Germany's gas storage level is below the 40% threshold deemed critical, with some facilities filled to only 5%. * The EU Council approved a ban on Russian LNG from 2027 and pipeline gas from 2027, with substantial fines for violations. * Germany is increasingly dependent on US LNG, which is less reliable and more expensive amid US winter export decrease, raising supply security concerns.
330. https://www.thehindubusinessline.com/companies/india-emerges-as-a-price-sensitive-swing-buyer-in-global-lng/article70561852.ece - - India is selectively accessing spot and short-term LNG cargoes based on price benchmarks, influenced by global supply and domestic alternatives. - India imported nearly 26 million tonnes of LNG in 2025, with additional volumes starting in 2026 amid limited scope for spot LNG. - The low-price environment of WIM and JKM is accelerating the use of floating-price LNG structures, with WIM emerging as a key benchmark. - Growth in LNG demand is driven by sectoral needs, including power, refineries, and city gas distribution, aligned with India’s economic development goals. - Indian LNG consumption is expected to increase significantly over the next two decades, supported by strategic geopolitical and market considerations.
331. https://aif.ru/money/zapasy-gaza-v-evrope-dostigli-samogo-nizkogo-urovnya-za-poslednie-gody - * Gas reserves in Europe fell to 44% in January 2026, the lowest since 2022. * To restore reserves to 83% before the next winter, Europe needs to add about 60 billion cubic meters of gas. * Current market conditions hinder storage filling, and high LNG imports are needed for energy security. * Europe has been adapting to Russian gas supply restrictions for nearly four years. * Cold weather in Germany increases domestic gas usage, further depleting reserves.
332. https://themarketonline.com.au/how-ozs-lng-exporters-will-benefit-from-firmer-asian-demand-in-cy26-and-beyond-2026-01-30/ - • Australia, supplying 30% of Asia’s LNG, expected to benefit from rising regional demand in CY26. • Asian LNG demand forecast to increase by over 10 million tonnes in CY26, driven by China’s growth. • Demand contraction in CY25, with decline of over 12Mt, due to a mild winter, high prices, and U.S. tariffs. • Australian LNG export volumes forecast to remain steady over the next two years, supported by ongoing development projects. • Key Australian projects, like North West Shelf Extension and Scarborough, received approvals or nearing completion.
333. https://www.xataka.com/energia/europa-se-esta-quedando-gas-teme-dependencia-eeuu-su-solucion-volver-a-perforar-suelo - * Europe faces increased dependence on US gas, with 60% of LNG imports from the US in early 2023. * Gas storage levels in Europe have fallen to the lowest since 2022, standing at around 44%. * Market conditions, such as backwardation, hinder gas storage incentives. * Europe resumes domestic fossil fuel exploration due to supply vulnerabilities. * Infrastructure and technological challenges limit renewable energy's ability to meet demand. * Europe relies on floating regasification units (FSRUs) for emergency gas supplies. * Spain's regasification capacity limitations showcase EU's energy infrastructure gaps. * Gas prices remain volatile: 22-hour trading, influenced by global geopolitical events. * Gas flow from Russia via TurkStream increased 10% in January 2023. * Europe debates ongoing dependency versus energy diversification and independence.
334. https://www.jdsupra.com/legalnews/eu-moves-to-end-russian-natural-gas-1587877/ - * The European Union has enacted a regulation to prohibit Russian natural gas imports and phase out Russian oil. * The regulation was adopted on 26 January 2026 and entered into force on 3 February 2026. * It establishes a timeline for full application by 30 September 2027, with transitional provisions. * The regulation includes a prior authorization regime for in-scope contracts and enforcement powers for EU authorities. * Member States are required to submit diversification plans by 1 March 2026 and establish penalties for breaches.
335. https://tvpworld.com/91669839/hungary-slovakia-cease-diesel-deliveries-to-ukraine-over-druzhba - * Supplies of crude via the Druzhba pipeline through Ukraine from Russia were cut on January 27, causing shortages in Hungary and Slovakia. * Slovakia declared a state of emergency in its oil sector. * Hungary’s foreign minister Péter Szijjártó stated diesel shipments would resume only when crude supplies are restored and accused Ukraine of using energy as a political tool. * Slovak company Slovnaft is halting diesel exports to Ukraine. * Both Hungary and Slovakia oppose EU sanctions on Russia and aid to Ukraine, accused Ukraine of energy blackmail and prolonging repairs for political leverage.
336. https://www.bairdmaritime.com/shipping/tankers/gas/europe-gas-market-rattled-by-supply-fears-on-us-iran-tensions - * Dutch and British wholesale gas prices increased sharply on Thursday amid US-Iran tensions. * Dutch front-month contract at TTF was up €3.25 at €32.70 per MWh, or $11.31/mmBtu. * British day-ahead gas prices rose by 7.75p to 79p per therm. * Iran announced rocket launches as US deployed warships near Iran. * US and Iran remain far apart on issues after talks in Geneva. * Geopolitical risks in the Middle East are impacting European gas prices.
337. https://turkmenistannewsgazette.com/italian-expert-highlights-u-s-role-in-south-caucasus-diplomacy/ - * Azerbaijan's strategic role is evolving as a regional connector in Eurasian networks, leveraging energy, infrastructure, and dialogue. * Projects like the Middle Corridor and Southern Gas Corridor enhance Europe's and Asia's connectivity, reducing reliance on single suppliers. * External powers including the U.S., EU, Russia, and Trkiye influence the region, with increased U.S. diplomatic engagement. * August 2025 agreements between the U.S., Azerbaijan, and Armenia link peace negotiations to economic connectivity. * U.S. Vice President JD Vance's visit emphasises diplomatic momentum and tangible economic and transit project deliverables.
338. https://pjmedia.com/david-manney/2026/02/21/hungary-and-slovakia-push-back-on-ukraines-oil-dispute-n4949794 - * Slovakia threatened to suspend electricity exports to Ukraine unless oil transit through the Druzhba pipeline was restored, setting a deadline of 23 February. * The dispute involves damage to the Druzhba pipeline caused by Russian strikes in western Ukraine. * Ukraine proposed using alternative routes, including the Odesa–Brody pipeline and maritime shipments. * Hungary, led by Prime Minister Viktor Orbán, blocked a EU financial package for Ukraine, tying support to the restoration of oil transit. * The dispute highlights ongoing energy conflicts influenced by Russian attacks and European responses, affecting regional power supplies and political alliances.
339. https://en.protothema.gr/2026/02/24/washington-hosts-the-crucial-crash-test-for-the-vertical-corridor/ - * The U.S. convenes a ministerial summit on the Vertical Gas Corridor involving 12 countries, organised by the White House amid geopolitical developments. * The summit's success depends on commitments for long-term LNG contracts, regulatory clarity, and European cohesion to reduce dependency on Russian gas. * The temporary suspension of the EU–U.S. trade agreement and shifting balances following US court rulings influence the project's viability. * Discussions also focus on diversifying energy sources towards Canada and Qatar, with European plans to phase out Russian gas by September 2027. * The summit’s outcome will be judged by tangible commitments, political guarantees, and financing tools for the project.
340. https://theasialive.com/trump-ukraine-gambit-trump-putin-framework-may-include-us-backed-revival-of-nord-stream/2026/02/24/ - * The Trump–Putin framework may include US-backed revival of Nord Stream 2 AG and broader Nord Stream system. * The proposals aim to use ownership restructuring to facilitate Russian gas re-entry into Europe. * Nord Stream 2 damage, legal and political hurdles, and opposition from Germany’s government are key considerations. * US-linked investors and former officials are reportedly exploring post-sanctions arrangements. * Europe’s political landscape, including Germany’s energy policy and political parties, influences prospects. * The broader context involves US strategic interests in Europe’s energy security and opposing European dependence on Russia.
341. https://www.rivieramm.com/news-content-hub/uk-sanctions-combined-50-tankers-and-lng-carriers-on-fourth-anniversary-of-ukraine-invasion-87904 - - The UK government announced sanctions against 48 tankers, two LNG carriers, and two LNG terminals on the fourth anniversary of Russia’s invasion of Ukraine. * The sanctions include specific LNG carriers and companies controlling LNG export terminals in Russia. * The UK sanctions are described as the 'largest since early 2022', aiming to disrupt Russia’s energy exports. * EU sanctions plans to phase out LNG supply deals with Russia by 2026-2027, but the legislation was blocked. * The sanctions target Russian energy and financial sectors, including Rosatom, banks, and entities supporting Russia’s defence sector. * UK announced an additional £30M aid funding to Ukraine, emphasising actions against Russian aggression.
342. https://www.azernews.az/region/254903.html - * Russia’s income from oil, gas, coal, and petroleum exports declined by 19% over the past year, amounting to €193 billion. * Revenues fell by 27% compared to pre-war levels, with EU imports of Russian energy down by 36%. * India and China reduced their imports from Russia by 9% and 14%, respectively. * EU sanctions targeting refined products and actions by OFAC contributed to the downturn. * The European Commission proposed a maritime ban on Russian oil tankers, expected to tighten restrictions further.
343. https://oilprice.com/Latest-Energy-News/World-News/Spain-Leans-on-Gas-to-Stabilize-Grid-After-Historic-Blackout.html - - Spain’s gas demand for power increased by 7.4% in 2024, driven mainly by a 33.4% rise in gas used for electricity generation, reaching 372 TWh. - Exports of transported gas climbed by 17.3% year on year. - The 2025 blackout in Spain and Portugal highlighted the importance of flexible, resilient grids capable of integrating renewable energy. - In response, Spain increased the use of gas power generation, with the gas system demonstrating 100% availability and playing a critical role in energy security. - The blackout was linked to excessive voltage, according to ENTSO-E, and the gas system was vital in restoring electricity supply.
344. https://www.omanobserver.om/article/1185324/business/markets/iran-war-shakes-up-global-shipping-routes - * The US-Israeli military operation against Iran and Iran's retaliation disrupt global maritime traffic, especially in the Gulf and Strait of Hormuz. * Shipping of fertilizers and plastics is threatened, with key ports and supply routes affected. * Several major shipping companies avoid the Strait, leading to increased costs and longer routes, including circumnavigation around Africa. * The conflict poses risks to food imports in the Middle East, as cargo transport pathways are hindered. * Disruptions could influence prices of hydrocarbons and fertilisers, and impact regional supply chains.
345. https://europeanbusinessmagazine.com/business/gas-prices-surge-as-qatar-shutdown-revives-fears-of-new-energy-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=gas-prices-surge-as-qatar-shutdown-revives-fears-of-new-energy-crisis - * Natural gas prices rose nearly 50% after QatarEnergy halted production due to Iranian drone strikes on Qatar's energy facilities. * The shutdown represents the most serious disruption since Europe's 2022 energy crisis. * Europe’s benchmark gas price increased to €47.80 per megawatt hour, the largest move in over four years. * Qatar supplies approximately 20% of global LNG, making the disruption significant for energy markets. * Oil prices, including Brent crude, increased amid shipping delays at the Strait of Hormuz, while US prices rose modestly. * The disruption heightens concerns over energy supply security amidst ongoing geopolitical tensions and economic recovery efforts.
346. https://bianet.org/yazi/global-energy-geopolitics-in-the-grip-of-hormuz-and-turkey-317245 - * The article discusses the potential impact of Iran's conflict with the US and Israel on energy supply security, particularly through the Strait of Hormuz. * It explores the risks of Iran potentially cutting gas flow to Turkey and the effects on regional and global markets. * The significance of the Strait of Hormuz for global oil and gas transportation is emphasised. * It considers the strategic benefits for the US and Russia if the strait's flow is disrupted. * The article highlights Turkey's measures to diversify energy sources and mitigate disruptions.
347. https://www.mundoamerica.com/news/2026/03/02/69a5bd3421efa0d77e8b456d.html - * Qatar's announcement to halt LNG production due to Middle East violence triggers a surge in European gas markets. * Dutch TTF index rises by nearly 50% to above 45 euros per megawatt-hour, a record high since the Ukraine crisis. * Europe is a significant buyer of Qatari gas, accounting for over 20% of its exports and being the EU's fourth-largest LNG supplier in Q3 2025. * The EU's gas coordination group will meet this Wednesday to assess the conflict's impact on supply security. * Qatar is the sole Middle Eastern LNG supplier for Spain.
348. https://www.indiatoday.in/business/story/european-gas-futures-jump-42-after-qatar-halts-lng-amid-middle-east-conflict-2876674-2026-03-02?utm_source=rss - * European natural gas futures rise 42%, reaching 45.46 euros for April delivery on ICE. * QatarEnergy announces suspension of liquified natural gas production amid Middle East war. * Qatar is a significant gas supplier to Europe, which depends on LNG imports. * Disruptions in shipping through the Strait of Hormuz affect LNG supply routes. * The decision is attributed to the ongoing conflict in the Middle East.
349. https://energymagazine.mx/2026/03/shock-global-de-gas-qatar-detiene-lng-tras-ataques/?utm_source=rss&utm_medium=rss&utm_campaign=shock-global-de-gas-qatar-detiene-lng-tras-ataques - * Qatar’s LNG production was suspended following attacks on facilities in Ras Laffan, reducing approximately 20% of global LNG supply. * The event caused immediate price increases in Europe, which relies heavily on LNG for balancing supply. * Over 80% of Qatar’s LNG is sent to Asia under long-term contracts, cushioning immediate impact but raising concerns about prolonged disruptions. * The disruption highlights risks associated with the strategic importance of the Strait of Ormuz and the concentration of Qatar’s LNG infrastructure. * If the suspension persists, market responses may include increased use of reserves, alternative suppliers, and shifts in energy strategies.
350. https://oilprice.com/Latest-Energy-News/World-News/Europe-Set-for-Another-Record-LNG-Import-Month.html - * Europe is expected to set a new record for monthly LNG imports in February, with a forecast of 14.20 million tons. * The increase is from January's 13.67 million tons and a 22% rise compared to February 2025. * Over half of the imports came from the United States, with 8.05 million tons. * Europe also continued importing Russian liquefied gas, with 1.6 million tons in February. * Chinese LNG demand dropped, affecting global prices, with imports at 3.38 million tons, the lowest since April 2018. * Europe's LNG imports from the US are predicted to rise to 11.19 million tons next month to refill depleted gas storage, currently at 30% capacity. * US LNG exports to Europe are at record highs. * US Energy Secretary Chris Wright urged the EU to exempt US energy exporters from methane regulations until 2035 to mitigate costs.
351. https://table.media/en/climate/news-en/iran-gas-price-rally-threatens-storage-refilling - * Iran's blockade of the Strait of Hormuz reduces about one-fifth of global liquefied natural gas (LNG) supply. * Experts warn that price spikes may risk European gas storage refilling efforts before winter. * The article discusses geopolitical impact on natural gas markets. * The location referenced is Iran and the Strait of Hormuz. * The sector involved is energy, specifically natural gas. * The impact pertains to global market risks and geopolitical conflict.
352. https://www.scmp.com/economy/global-economy/article/3345229/europe-counts-cost-iran-war-disrupts-energy-shipments?utm_source=rss_feed - • Europe's energy prices surged over 40% due to disruptions in oil and natural gas supplies following attacks on Iran and infrastructure • QatarEnergy suspended liquefied natural gas production after military attacks on facilities • The EU's reliance on imported fossil fuels has heightened exposure to geopolitical shocks, amid already high energy costs from sanctions on Russia • EU's low storage levels increase risk of supply shortages and higher industrial energy costs • Analysts warn of added pressures on European industry and fuel price impacts on electricity markets
353. https://oilprice.com/Latest-Energy-News/World-News/Russia-Raises-Pipeline-Gas-Supply-to-Europe-via-TurkStream.html - ['*Russian gas exports via TurkStream to Europe increased by 10.3% in January, reaching 1.73 bcm, according to Reuters calculations.', '*Supply through TurkStream has been the only remaining Russian pipeline route to Europe after Ukraine refused to extend transit deals, and Nord Stream ceased operations.', '*European countries like Hungary and Slovakia continue to receive Russian gas via TurkStream.', "*Despite increased flows through TurkStream, Russia's overall gas sales to Europe declined by 44% in 2024, hitting a 50-year low.", '*EU members are set to phase out Russian pipeline gas and LNG, with full bans beginning in autumn 2027.']
354. https://thearabianpost.com/qatar-gas-halt-sends-global-lng-prices-sharply-higher/ - * QatarEnergy halted LNG production at Ras Laffan following Iranian drone strikes, affecting one-fifth of global supply. * European gas prices increased by over 45%, and Asian benchmarks also spiked due to reduced cargo availability. * The disruption stems from Iranian missile and drone attacks on Gulf energy infrastructure. * European gas inventories were already below normal; shipping delays through the Strait of Hormuz further constrained supplies. * The halt tests energy security strategies, raising geopolitical risk premiums in LNG markets and prompting buyer reassessment of supply sources.
355. https://www.ekathimerini.com/politics/foreign-policy/1296647/us-riding-eu-hard-on-energy-policy-moves/ - * The US aims to dominate the European energy market, with LNG now making up 59% of EU gas imports. * Russia's share of EU gas imports has decreased from almost 40% to 13% after the Ukraine invasion. * The Transatlantic Conference on Natural Gas Security in Washington highlighted US demands for rapid decisions and long-term investments. * Greece benefits from US-backed gas transport projects, like the Vertical Corridor, while EU capitals show mixed responses. * The US seeks to increase influence over Europe's energy supply amid ongoing geopolitics.
356. https://www.bairdmaritime.com/shipping/tankers/gas/iran-conflict-may-reignite-eu-split-over-russian-gas-ban-norway-says - * The impact of US and Israeli military actions on Iran could reopen debate in the EU over banning Russian natural gas imports. * European gas prices have surged 75 per cent this week, reaching multi-year highs. * Iran's conflicts and recent disruptions have affected gas exports from the Gulf. * Qatar halted LNG production on Monday. * Norway's Energy Minister commented on the potential impact on EU energy policies.
357. https://www.indiatoday.in/business/story/european-gas-futures-jump-42-after-qatar-halts-lng-amid-middle-east-conflict-2876674-2026-03-02?utm_source=rss - * European natural gas futures increase by 42% following QatarEnergy's decision to stop LNG production due to Middle East war.
358. https://lenta.ru/news/2026/03/04/v-norvegii-dopustili-vozobnovlenie-dialoga-v-es-po-rossiyskomu-gazu/ - * Norway's Minister of Energy, Terje Søviknes, indicated that the EU might resume discussions on importing Russian gas. * The statement follows heavy recent events and geopolitical tensions affecting energy supplies. * Gazprom's prices in Europe reached $785 per thousand cubic meters, the highest since January 2023. * The rise in gas prices was triggered by the Islamic Revolutionary Guard Corps' statement about the Strait of Hormuz blockade. * The article discusses impacts of geopolitical events on European energy security and gas markets.
359. https://www.iranherald.com/news/278900594/iran-war-may-push-eu-towards-russian-gas-key-supplier - * A Middle East supply shock could revive debate on imports from Moscow, according to Norway's energy minister. * The conflict in the Middle East has caused a 75% jump in European gas prices, reaching a three-year high. * US-Israeli campaign against Iran and retaliatory strikes have led to disruptions in LNG transit and Qatar halting production. * The EU plans to ban all gas imports from Russia by late 2027, but current events may lead to reconsideration. * Goldman Sachs estimates a month-long Strait of Hormuz shutdown could raise European gas prices by 130%.
360. https://news.az/news/why-europe-still-needs-azerbaijans-gas - * Azerbaijan hosts energy policy meetings focusing on regional energy security amid geopolitical tensions. * Azerbaijan’s gas exports now reach 16 countries, including recent deliveries to Syria and Western European markets. * Exports to Europe increased by 56% since 2020, with plans to expand via the Trans Adriatic Pipeline. * Infrastructure expansion faces financial challenges due to Europe’s climate policies, limiting funding. * Azerbaijan’s gas production is expected to increase with new offshore and onshore projects; infrastructure upgrades are necessary. * Azerbaijan diversifies its energy role, investing in downstream assets and transit capacity for Caspian energy resources.
361. https://alsadatmarketing.com/global-energy-prices-jump-nearly-50-after-shutdown-of-largest-lng-facility/ - * European natural gas prices increase by nearly 50% following QatarEnergy’s halt of the world’s largest LNG production amid regional tensions. * The suspension occurred after Iranian airstrikes on a US military base; Saudi Arabia also closed a major oil facility temporarily. * Market reaction reflects re-pricing of LNG supply risk; extended halts could increase volatility. * Asia, particularly Pakistan, may face LNG supply challenges; Europe might be better positioned due to diversified imports. * Disruptions could push prices higher and impact global energy markets if prolonged.
362. https://www.politico.eu/article/5-ways-iran-conflict-is-upending-europe-energy-plans/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication - • European natural gas prices have almost doubled to €56 per megawatt-hour as a result of global supply disruptions caused by the Strait of Hormuz closure. • Higher energy prices are increasing bills for industry and households in Europe. • Rising energy costs may lead to pressure on the EU to weaken climate policies like the Emissions Trading System. • Oil prices have increased by 10 percent since the war began, affecting prices at the pump. • Europe's efforts to diversify energy sources have shifted focus to U.S. supplies, which currently account for 60 per cent of Europe's liquefied natural gas imports.
363. https://rbnenergy.com/daily-posts/analyst-insight/us-lng-production-ramps-qatar-shortfall-looms - * U.S. LNG output is expected to rise in the coming months, with Golden Pass ramping up feedgas deliveries. * Qatar’s Ras Laffan terminal was taken offline due to an Iranian drone attack, affecting global LNG markets. * Ras Laffan is the largest LNG terminal in the world with a capacity of 77 MMtpa. * LNG prices surged following the shutdown, with the April TTF contract rising to $15.28/MMBtu. * The conflict impacts global gas prices and market conditions depending on the duration of Ras Laffan’s closure.
364. https://gcaptain.com/asia-scrambles-for-lng-as-qatar-output-halted-india-begins-gas-rationing/ - * Countries in Asia, including India, Japan, Taiwan, Bangladesh, and Pakistan, respond to Qatar's halted LNG output due to Middle East conflict. * India begins gas rationing; Asian countries seek to diversify supplies and buy more from spot markets. * Taiwan, importing a significant portion of its LNG from Qatar, plans to increase U.S. LNG imports and coordinate with South Korea and Japan. * Japan considers alternative sourcing options as it sources 4% of its gas from Qatar. * Bangladesh and Pakistan face shortages; Pakistan plans to increase domestic natural gas production amid disrupted LNG supplies.
365. https://www.mql5.com/en/blogs/post/767804 - * Bank of America forecasts a 'worst-case scenario' involving prolonged disruptions to key shipping lanes leading to a spike in oil and natural gas prices. * Brent oil prices could exceed $100 per barrel if straits such as Hormuz or Suez are blocked. * Geopolitical tensions, infrastructure issues, and cyber attacks threaten maritime transport and supply security. * European natural gas prices may reach 60 euros per megawatt hour, affecting the economy and energy transition. * Risks to supply include regional conflicts, aging infrastructure, and geopolitical tensions with Russia.
366. https://www.tu.no/artikler/aasland-frykter-at-krisen-i-midtosten-kan-apne-eu-debatt-om-import-av-russisk-olje-og-gass/569114 - * Aasland indicates that recent geopolitical developments in the Middle East could renew the EU's discussion on importing Russian oil and gas. * The EU aims to phase out Russian energy by 2027, with high energy prices and regional conflicts influencing the debate. * EU officials state Aasland's comments were rhetorical, not an endorsement of increased Russian energy imports. * EU is assessing risks to gas supply security due to conflict in the Hormuz Strait and rising prices. * Hungary's Orban criticises EU's ban on Russian imports, citing national security concerns.
367. https://theconversation.com/how-one-massive-gas-field-shapes-the-global-stakes-of-conflict-in-the-middle-east-277439 - * The Middle East accounts for 30% of global oil and 17% of global natural gas production. * The region's oil and gas are concentrated within the Arabian plate, covering over 1 million square miles. * The Arabian plate hosts 55% of proven oil reserves and 40% of natural gas reserves, with numerous giant and supergiant fields. * The South Pars/North Dome field, shared between Iran and Qatar, is one of the world's largest gas fields, significantly impacting LNG exports. * Disruptions due to regional tensions threaten global energy supply, market prices, and geopolitical stability.
368. https://www.telegraph.co.uk/business/2026/03/04/oil-gas-stocks-iran-israel-us-trump-ftse-100-markets/ - * Putin warns of shifting Russia’s gas exports away from Europe following Iran's crisis and soaring energy prices. * European natural gas prices increased by 58% since Friday, reaching €49.6 per megawatt hour. * Iran's closure of the Strait of Hormuz has contributed to market turmoil. * Russia remains Europe's second-largest LNG supplier after the US, with trade through TurkStream. * Potential restrictions could increase UK household energy bills by £160 from July.
369. https://tass.com/economy/2076831 - * In November 2025, the United States exported a record 14.9 billion cubic meters of LNG, mainly to Europe. * Overall US LNG exports in 2025 through November reached 4.937 trillion cubic feet, up 25% year-on-year. * European destinations accounted for 68% of US exports, with a 65% increase compared to 2024. * Asian exports decreased by 38%, while deliveries to Africa nearly quadrupled. * The increase was supported by capacity expansion at Venture Global’s Plaquemines plant and other terminals.
370. https://boereport.com/2026/01/26/when-the-us-freezes-the-global-lng-market-catches-a-cold-bousso/ - * Arctic cold spell in the US has caused a surge in natural gas prices and reduced US LNG exports due to freeze-offs. * US gas prices have increased by nearly 70%, influencing European and Asian markets. * Europe is heavily reliant on US LNG after Russia reduced pipeline supplies post-2022. * US has become the world's top LNG exporter, with two-thirds of exports to Europe. * Market interconnectedness has increased, making global supply and demand shocks more impactful. * Climate change may lead to more frequent extreme weather events affecting energy markets.
371. https://globallnghub.com/henry-hub-gas-prices-surge-as-storm-fern-triggers-freeze-offs-and-power-demand-spike.html - * US gas prices reached their highest level since Storm Uri, exceeding $30/mmbtu last week. * Storm Fern caused extreme cold across the United States, leading to freeze-offs that took over 15% of dry gas production offline. * Gas demand in residential and commercial sectors increased by around 30%, driven by heating needs. * Wind power generation decreased by about 30%, increasing reliance on gas-fired power plants. * US LNG feedgas flows fell by 40% between 22–26 January, with signs of recovery. * Weekly storage reports are expected to show near-record drawdowns, influencing summer gas market dynamics.
372. https://oilprice.com/Energy/Energy-General/How-a-Snow-Deficit-in-the-Alps-Will-Put-Europes-Energy-System-Under-Pressure.html - * Snowfall and snow coverage in the Alps are below average in 2026, impacting hydropower generation in Austria and Italy. * Hydropower accounts for over 60% of Austria's electricity and 12% in Italy; gas-fired plants lead in Italy. * Gas power generation has increased by 24% in Italy and 17% in Austria this year. * Europe’s gas storage is at its lowest since 2022, with sites at 35% capacity in early February, forecasted to drop to 26% by end of March. * Europe faces record high LNG imports in 2026 to replenish storage and meet rising demand amid declining hydropower due to scarce snow.
373. https://notrickszone.com/2026/02/11/german-gas-crisis-chancellor-merz-allegedly-bans-gas-debate-ahead-of-elections/ - * Germany’s gas storage is at 25.5% capacity as of February 10 and faces risk of rationing. * LNG terminal on Rügen is out of operation due to sea ice preventing tanker navigation. * Low wind and displaced navigation buoys contribute to ice blocking shipping channels. * Gas storage levels are approaching 20%, below which technical withdrawal difficulty risks shortages. * Germany’s shift from nuclear and coal to gas for power generation increases gas consumption and storage depletion. * Chancellor Friedrich Merz allegedly forbade discussing the gas crisis until after March to influence election campaigning.
374. https://energynow.com/2026/01/europes-gas-storage-is-draining-but-prices-reflect-no-urgency-bousso/ - * Europe's gas storage dropped to 44% of capacity on January 26, lowest since 2022. * Storage could fall to 30% or lower by March end without intervention. * Europe’s LNG imports soared 30% last year to over 175 bcm. * EU plans to phase out Russian pipeline and LNG imports by 2027, increasing reliance on LNG. * Global LNG production expected to grow by 7% in 2026, with capacity expansion mainly in North America and Qatar. * Current European gas prices show backwardation, complicating storage efforts, influenced by speculative trading.
375. https://oilprice.com/Energy/Energy-General/IEA-Dials-Back-Its-Oversupply-Warning-After-Winter-Shocks.html - * The International Energy Agency (IEA) revised its outlook for 2026, citing weather-related outages in Q1 2026. * Supply dipped by 1.2 million barrels per day in Q1 2026, primarily due to cold snaps in the US and a power outage in Kazakhstan. * IEA's forecast now predicts a 2.4 million barrels per day increase in global oil production for 2026, down by 100,000 b/d from previous expectations. * US-sanctioned Venezuela’s oil output fell by 210,000 b/d to 780,000 b/d amid political developments. * Europe's winter cold has led to record low gas inventories, impacting prices and market dynamics.
376. https://www.tradingnews.com/news/natural-gas-price-jumps-toward-4-usd-as-us-freeze - * Natural gas futures (NG=F) traded around $3.80–$3.85, rebounding from sub-$2 levels earlier winter. * US storage saw a 120 Bcf withdrawal, followed by a 242 Bcf draw, still above five-year average. * Regional spot prices at key hubs exceeded $45/MMBtu during polar vortex, with futures remained below $4, indicating backwardation. * Freeze-offs reduced US output by about 10%, and LNG cargoes moved into the US due to distorted regional pricing. * Market expectations suggest a temporary squeeze, with risks from policy, weather, and data flow disruptions.
377. https://www.bairdmaritime.com/shipping/tankers/gas/europe-gas-prices-firm-on-low-stockpiles-and-lng-supply-concerns - * Dutch and British natural gas contracts mostly firmed on Friday, supported by low storage levels, cold weather, and geopolitical concerns over Iran. * The January contract at the TTF hub increased €0.48 at €40.45/MWh; focus shifts to the March contract, which rose €0.47 to €38.85/MWh. * The Dutch day-ahead contract was down €0.06 at €40.35/MWh; British day-ahead gas price rose by 1.57p to 103.57p per therm. * Gas storage levels are at 42.9%, below last year's 55% and the five-year average of 58%. * Market concern persists regarding ongoing cold weather impacting gas storage and supply.
378. https://oilprice.com/Latest-Energy-News/World-News/Natural-Gas-Prices-Plummet-on-Warmer-February-Forecast.html - * US natural gas prices dropped by 17% on Monday due to forecasts of warmer weather, with Henry Hub prices down to $3.62 per mmBtu. * Earlier in the month, US gas surged 117% due to cold weather, increased heating demand, and reduced production. * European gas storage levels are at 41.13%, lower than the five-year average, with Germany at 32.44%. Storage in Europe continues to drain faster than usual. * US gas production, affected by snowstorms, is gradually recovering but remains below demand, with a Friday rate of 110 billion cu ft daily. * The decline in US prices impacts LNG prices and may offer Europe some relief as storage refill season approaches.
379. https://www.rt.com/business/631862-eu-gas-reserves-plunge/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * EU gas storage has declined to 43% of capacity, the lowest for this season since 2022, due to cold weather and lower Russian supplies. * The region’s storage stands at 490 terawatt-hours as of January 29, with a shortfall of approximately 130 full cargoes compared to last year. * Gas reserves in France, Germany, and the Netherlands are at their lowest levels for late January. * European energy prices surged, with the Dutch TTF benchmark reaching a ten-month high of €42.60 per megawatt-hour. * The EU is increasingly relying on American LNG imports after sharp reductions in Russian pipeline supplies.
380. https://energynow.com/2026/02/pulling-from-storage-us-natural-gas-stockpiles-likely-fell-by-a-record-374-billion-cubic-feet-last-week/ - * US natural gas withdrawals from storage likely reached a record 374 billion cubic feet last week, driven by Arctic freeze increasing heating demand. * The figure exceeds the previous record of 359 bcf set in January 2018. * The US Energy Information Administration will release weekly storage data on Thursday. * The forecast for the week ending February 6 ranges from 215 to 281 bcf withdrawals. * The US' stockpiles are estimated to be 2.449 trillion cubic feet, slightly above the previous year and below the five-year average.
381. https://marcellusdrilling.com/2026/02/mdns-energy-stories-of-interest-thu-feb-5-2026/ - * U.S. natural gas futures increase in price before storage inventory data. * The article discusses the implications for market liquidity and supply adequacy. * It is related to natural gas storage data, a key concern for market participants. * The focus is on the U.S. energy sector, particularly natural gas markets.
382. https://abudhabi-news.com/economy/5985/european-gas-storage-levels-fall-below-40-percent/ - * European natural gas storage levels decreased to 39.9%, the first time below 40% since winter began, reaching 455.45 terawatt-hours. * The decline is compared to 604 terawatt-hours recorded a year ago, reflecting increased winter consumption. * Germany's gas storage fell to 31.25%, while Italy’s reserves are at 56.19%, indicating disparities across countries. * European gas prices remain elevated at 33.13 euros per megawatt-hour, amid forecasts of colder weather. * The situation underscores vulnerabilities in Europe’s energy infrastructure and diverse supply routes, with ongoing challenges in replenishing reserves.
383. https://www.zerohedge.com/commodities/year-two-most-largest-ever-global-lng-supply-wave-hitting-markets - * The article discusses the ongoing LNG supply wave starting in 2025, expected to last seven years, driven by US capacity ramp-up. * Global LNG supply in 2025 averaged 431 mtpa, with forecasts indicating continued growth despite delays in capacity starts. * US capacity is the leading contributor to supply increases, with delays in Canada, Congo, and Australia. * Oversupply is predicted to cause European gas storage congestion in 2028/29, likely resulting in US export curtailments. * All but one major project has reached a Final Investment Decision (FID).
384. https://www.dailyfinland.fi/europe/47910/Hungary-suspends-diesel-exports-to-Ukraine-amid-pipeline-dispute - * Hungary has suspended diesel fuel deliveries to Ukraine with immediate effect due to a dispute over the Druzhba pipeline. * The suspension is linked to halted crude oil transit via the pipeline since January 27. * The Druzhba pipeline, carrying Russian oil through Ukraine, has faced repeated disruptions amid the Russia-Ukraine conflict. * Hungary and Slovakia plan to invoke EU provisions for seaborne imports if pipeline supplies remain disrupted. * Hungarian energy company MOL has ordered maritime deliveries, potentially arriving by mid-March, subject to EU regulations.
385. https://www.t-online.de/nachrichten/ukraine/id_101136216/nordstream-cia-war-wohl-in-anschlagsplaene-auf-ostseepipeline-eingeweiht.html - * Nord Stream wurde 2022 durch einen Anschlag beschädigt, bei dem drei der vier Stränge der Pipeline explodierten. * Recherchen des Magazins 'Der Spiegel' legen nahe, dass die CIA frühzeitig von Sabotageplänen gewusst haben soll. * Der Anschlag wurde in Zusammenhang mit Ukraine, USA und Russland gebracht; der ukrainische Verdächtige sitzt in deutscher Haft. * Das US-Geheimdienstministerium äußerte sich ausweichend zu den Vorwürfen, bezeichnete die Recherchen als ungenau. * Polen und die Ukraine kritisierten die Pipeline, da sie nicht über ihr Staatsgebiet führte, was strategisch als Sicherheitspfand gilt.
386. https://www.bicmagazine.com/industry/commodities/eia-raises-natural-gas-price-forecast/ - * Natural gas prices rose sharply in January to an average of $7.72 per MMBtu due to severe winter weather increasing heating demand and record storage withdrawals during Winter Storm Fern. * The U.S. EIA forecasts US natural gas inventories will end the withdrawal season in late March at less than 1.9 trillion cubic feet, 8% below previous forecasts. * Henry Hub spot prices for February and March are expected to be 40% higher than last month’s forecast. * The EIA expects higher prices will lead to increased drilling and production later in the year, resulting in lower prices in 2026 and 2027, with forecasts of $4.30/MMBtu and $4.40/MMBtu respectively. * U.S. natural gas production declined 3% due to winter weather but is expected to recover by early February, with an overall increase of 2% in 2026 and 1% in 2027. * Higher electricity demand will mostly be met by increased renewable generation, driven by economic growth and data centre expansion in Texas and the mid-Atlantic.
387. https://hungarytoday.hu/commission-worries-about-ukraine-while-zelenskyy-shuts-pipeline-to-hungary-and-slovakia/ - * The European Commission convened an extraordinary Oil Coordination Group meeting to address supply disruptions caused by Russian attack on Druzhba pipeline and halt by Hungary and Slovakia. * Hungary and Slovakia ceased diesel exports to Ukraine, citing political reasons and a pipeline section knocked out by a Russian strike. * The Commission discussed potential alternative supply routes, including seaborne Russian oil via Croatia’s Adriatic pipeline, which Croatia declined. * Hungary ordered 500,000 tons of crude oil by sea to prevent supply disruptions following Druzhba's shutdown. * Ukraine’s energy situation remains critical, with increasing reliance on imports due to war damage and diversification efforts.
388. https://marcellusdrilling.com/2026/02/mdns-energy-stories-of-interest-fri-feb-13-2026/ - * US natural gas settled higher following a storage inventory miss. * The report indicates potential supply adequacy issues. * The article discusses regional and national storage data. * Focus on supply and market liquidity in the US sector.
389. https://aif.ru/politics/bz-za-kulisami-idut-peregovory-o-vozobnovlenii-proekta-nord-stream - * Berliner Zeitung reports behind-the-scenes talks regarding possible restart of Nord Stream. * Washington is interested in gas supplies to Europe, with conditions for management under US control. * Pipelines Nord Stream and Nord Stream 2 were damaged in September 2022, with sabotage suspected. * Nord Stream AG stated the incidents as unprecedented, with recovery timelines unclear. * Russian investor Kirill Dmitriev questioned Europe's nostalgia for Nord Stream.
390. https://pjmedia.com/david-manney/2026/02/21/hungary-and-slovakia-push-back-on-ukraines-oil-dispute-n4949794 - * Slovakia's Prime Minister Robert Fico threatens to suspend electricity exports to Ukraine if oil transit through the Druzhba pipeline is not restored. * Disruption began after a Russian strike damaged infrastructure, stopping oil flow to Slovakia and Hungary since late January. * Ukraine proposed alternative routes, including Odesa-Brody pipeline and maritime shipments. * Hungary’s Prime Minister Viktor Orbán blocked a EU financial package for Ukraine, citing oil transit issues. * Disputes over energy routes highlight the influence of energy needs on national policies during wartime. * Ukrainian officials label moves as political blackmail, citing damage from Russian attacks and ongoing repair efforts.
391. https://link2news.substack.com/p/nord-stream-lo-que-washington-sabia - * Reports from Seymour Hersh and Der Spiegel reveal US intelligence had prior knowledge of plans to damage Nord Stream pipelines. * Secret decision allegedly made by the US government months before the attacks, executed during BALTOPS 22 military exercises in June 2022. * Explosions occurred on 26 September 2022, damaging the system and disrupting Europe's gas supply. * US intelligence reportedly discussed plans with Ukrainian operatives in spring 2022, including technical sabotage methods. * The incident marked a key turning point in Europe's energy relationship with Russia and the broader Ukraine conflict.
392. https://meyka.com/blog/february-16-germany-gas-storage-lows-revive-plan-for-strategic-reserve-1602/ - * Germany gas storage levels are seasonally low, increasing supply security concerns. * A strategic gas reserve is being considered, with potential funding from levies, budgets or capacity fees. * Ice-related delays at the Mukran LNG terminal and lower European inventories add near-term price risk. * Germany's storage and LNG logistics will influence prices, especially in cold weather or further disruptions. * Monitoring weekly storage data, LNG arrivals, weather forecasts, and policy signals is advised for investors.
393. https://www.rigzone.com/news/analyst_says_bearish_gas_risks_growing-17-feb-2026-183005-article/?rss=true - * EBW Analytics Group energy analyst Eli Rubin reports increasing bearish risks for US natural gas into spring, citing rising production and potential surplus. * Short-term weather and storage data indicate possible mild spring, with prices below $3.00/MMBtu and record storage withdrawals in January. * The EIA reports January Henry Hub spot prices averaged $7.72/MMBtu, with a peak of $30.72/MMBtu on January 23, and highlights a significant price divergence in futures. * Market outlook suggests weakening demand and surplus risks as warming trends emerge early, with last major winter storage draw recorded in January.
394. https://tass.com/economy/2088235 - * EU net withdrawal of gas from underground storage exceeds 55 billion cubic metres since the heating season began. * Gas storage in Europe stands at around 36.5 bcm, with a withdrawal rate of approximately 580 million cubic metres on February 16. * The total gas withdrawal since October 13, 2025, is approximately 60.5 bcm. * Gas storage levels are 33.02% full, lower than the five-year average of this date. * Gas purchase price has decreased from $415 to $405 per 1,000 cubic metres between January and February.
395. https://tass.com/world/2091783 - * Russian oil supplies to Hungary via the Druzhba pipeline are being blocked from Ukraine by those responsible for sabotaging Nord Stream pipelines, according to Hungarian Foreign Minister Szijjarto. * He criticised the EU's investigation into Nord Stream sabotage, calling it an act of state terrorism. * Hungarian government increased protection measures for energy infrastructure amid threats of attack. * Attacks on Nord Stream pipelines referenced, with ongoing investigations involving Ukraine. * The incident occurred in the context of broader geopolitical tensions surrounding energy supply and sabotage.
396. https://marcellusdrilling.com/2026/02/record-breaking-withdrawals-from-gas-storage-lead-to-price-spikes/ - * Natural gas markets face significant storage deficits following Winter Storm Fern. * Weekly withdrawal of 360 Bcf pushes inventories 130 Bcf below five-year average. * Price of Henry Hub surged by 300%, peaking at nearly $14.00. * Expectations of warmer weather and recovery in production forecast market stabilisation.
397. https://tass.com/economy/2089697 - * Gas reserves in Italy's underground storage facilities fell to 49.67% as of February 18, according to Gas Infrastructure Europe (GIE). * European countries with significant storage capacity, including Germany, Austria, France, and the Netherlands, are actively drawing down their reserves. * European storage facilities at present are filled to 31.97%, 16.64 percentage points below the five-year average for this date. * Since October 13, EU countries have withdrawn about 62 billion cubic metres of gas from storage, with net withdrawals exceeding injections. * The previous withdrawal season ended on March 28, 2025, with reserves at 33.57%.
398. https://nuevodia.com.ve/rusia-advierte-sobre-los-intentos-de-ucrania-de-perpetrar-sabotajes-en-gasoductos/ - * Kremlin spokesperson Dmitri Peskov states Russia's concern over Ukraine's attempts to sabotage Blue Stream and TurkStream pipelines. * Russia's special services report ongoing efforts by Kiev to prepare sabotages, shared with Turkey. * Gazprom exports gas to Turkey via Blue Stream since 2003 and to Turkey and Southeast Europe via TurkStream since 2020. * Negotiations on Ukraine to continue trilaterally with Russia, US, and Ukraine, but Kiev's position remains unchanged. * Russia's official highlights opposition in Belgium and other European countries to confiscation of Russian assets in the West and warns against continued attempts to steal assets.
399. https://tmastreet.com/natural-gas-jumps-cold-snap-golden-pass-lng-boost/ - * US natural gas futures rose on Friday, with front-month Henry Hub futures increasing by 4.8% to $3.141 per mmBtu. * The latest storage report showed a withdrawal of 144 bcf, slightly less than expected, with production near December’s record pace. * ExxonMobil’s Golden Pass LNG project on the Gulf Coast is expected to start LNG output in early March, influencing gas flows. * Weather forecasts predicting milder conditions may pressurise prices, while cold snaps and LNG demand could trigger rallies. * Traders consider various strategies based on weather, storage, and LNG developments as the transition into the shoulder season approaches.
400. https://www.zawya.com/en/projects/oil-and-gas/technip-energies-awarded-epcc-contract-for-the-north-field-west-lng-project-in-qatar-chu7g8xz - • Technip Energies and partners awarded a major EPCC contract by QatarEnergy for North Field West in Qatar. • The contract covers two LNG trains producing 16 MTPA, increasing Qatar’s total LNG capacity to 142 MTPA. • Project includes CO2 capture, CCS facilities, and other gas processing infrastructure, targeting an end-2031 LNG cargo date. • The project aims to produce oil, condensate, and LPG, with a focus on low carbon LNG and environmental responsibility. • QatarEnergy plans to sequester over 11 MTPA of CO2 by 2035 and sources electrical requirements from solar plants.
401. https://europeanbusinessmagazine.com/business/gas-prices-surge-as-qatar-shutdown-revives-fears-of-new-energy-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=gas-prices-surge-as-qatar-shutdown-revives-fears-of-new-energy-crisis - * Natural gas prices increased nearly 50% following QatarEnergy’s production halt due to Iranian drone strikes targeted at Qatari energy facilities. * The disruption is the most serious since Europe's 2022 energy crisis, with Europe’s benchmark TTF gas price reaching €47.80 per megawatt hour. * Qatar accounts for about one-fifth of global LNG supply, making the outage highly significant. * Oil prices rose with Brent crude increasing about 9% to $79.41 per barrel, amid slowed shipping through the Strait of Hormuz. * The energy market is volatile, with geopolitical risks potentially leading to prolonged shortages, especially into winter.
402. https://www.lngindustry.com/liquid-natural-gas/26022026/technip-energies-awarded-lng-contract-for-north-field-west-project-by-qata-renergy/ - - Technip Energies, leading a joint venture, received an EPCC contract from QatarEnergy for onshore LNG facilities at North Field West. - The contract includes two mega trains, each with 8 million tonnes per year capacity, replicating trains at North Field South. - North Field West will produce approximately 16 million tonnes of LNG annually, increasing Qatar’s LNG export capacity from 77 to 142 million tonnes. - The project involves capturing an additional 1.1 million tonnes per year of carbon dioxide. - Qatar has had a strategic presence for Technip Energies since 1986, supporting global LNG demand growth.
403. https://www.indiatoday.in/business/story/european-gas-futures-jump-42-after-qatar-halts-lng-amid-middle-east-conflict-2876674-2026-03-02?utm_source=rss - * European natural gas futures increase by 42% following QatarEnergy's announcement to halt LNG production amid Middle East war. * The futures contract for April delivery reached 45.46 euros on the ICE exchange. * QatarEnergy, a major supplier to Europe, cited the war as the reason for stopping LNG production. * Disruptions in LNG shipping via the Strait of Hormuz have contributed to supply concerns.
404. https://gcaptain.com/corpus-christi-expansion-cements-u-s-position-as-global-lng-export-leader/ - * U.S. Secretary of Energy Chris Wright approved a 12% expansion at Cheniere Energy’s Corpus Christi LNG terminal, enabling additional exports of 0.47 billion cubic feet per day. * The expansion increases total export capacity to 4.45 billion cubic feet per day, making Corpus Christi the second largest US LNG export project. * U.S. LNG exports grew from 0.5 billion cubic feet per day in 2016 to 15 billion in 2025, with forecasts exceeding 18.1 billion in 2027. * The US sold 111 million metric tonnes of LNG in 2025, surpassing Qatar. * Europe became the primary market for US LNG post-2022, receiving 68% of US exports in 2025. * US LNG export contracts offer flexibility and lower costs compared to other nations. * The US currently has eight LNG export terminals, with capacity nearly doubling by 2031.
405. https://mondediplo.com/2026/03/06nordstream - • Nord Stream 2's pipeline, sabotaged by Ukraine-supported operation with Western backing, may resume operation. • The sabotage involved destroying three out of four Nord Stream pipelines, ending Russian gas transit to Germany. • Repairing the pipelines was deemed unlikely under US and EU sanctions, with European companies hesitant to raise the issue. • US interests focus on LNG exports, which flood European markets, influencing the pipeline's potential revival. • New information suggests US leadership could facilitate Nord Stream's return despite political and industrial risks.
406. https://www.pureskinmedispa.co.uk/01-11455-historic-polar-vortex/ - *A historic polar vortex collapse is causing extremely cold temperatures across Europe, with forecasts of up to 15°C below normal.* *High above the North Pole, warming temperatures changed wind patterns, pushing Arctic air southward.* *Cities from Barcelona to Berlin, Milan, and Madrid are preparing for severe cold, impacting energy demand, agriculture, and vulnerable populations.* *Scientists debate whether the event is mainly due to natural variations or amplified by Arctic warming.* *Europe prepares for system shocks in energy grids, with households adjusting for prolonged cold.*
407. https://www.nationalheraldindia.com/international/european-gas-prices-jump-45-pc-as-qatar-halts-lng-output-after-regional-escalation - * European natural gas prices surged by 45 per cent on Monday following Qatar's suspension of LNG production linked to its North Field facility.* * Prices rose to about €46 per megawatt-hour on the Dutch TTF hub.* * UK gas prices on the NBP benchmark also climbed sharply.* * QatarEnergy stated it had suspended LNG production after facilities were struck.* * Qatar is a major LNG exporter supplying Europe and Asia.*
408. https://energymagazine.mx/2026/03/shock-global-de-gas-qatar-detiene-lng-tras-ataques/?utm_source=rss&utm_medium=rss&utm_campaign=shock-global-de-gas-qatar-detiene-lng-tras-ataques - * Qatar halts LNG production following attacks on Ras Laffan installations, removing approximately 20% of global LNG supply. * Disruption causes immediate price increases in Europe and affects global gas trade routes. * Qatar plans to expand LNG capacity from 77 million to 142 million tonnes by 2030; current expansion faces heightened security costs. * Market reactions include rising prices, movement of shipping routes, and increased competition for alternative supplies. * The event highlights Qatar’s LNG infrastructure as a 'single point of failure' with global implications.
409. https://alsadatmarketing.com/global-energy-prices-jump-nearly-50-after-shutdown-of-largest-lng-facility/ - * QatarEnergy halted production at the world's largest LNG facility amid regional tensions involving Iran and Saudi Arabia. * The suspension caused European natural gas prices to jump nearly 50 percent. * Market reaction reflects a sudden repricing of LNG supply risk; potential for continued volatility. * Shipping activity in the region has dropped sharply, indicating wider energy logistics disruptions. * European countries may be less affected short-term due to diversified LNG supply sources, but prolonged disruptions could impact global markets. * Experts warn supply interruptions could influence electricity costs, industrial production, and inflation globally.
410. https://www.maritimeprofessional.com/news/venture-global-ready-meet-shortage-416328 - * Venture Global CEO Mike Sabel announced the company has the largest uncontracted LNG cargoes globally.* Qatar is expected to declare 'force majeure' on LNG shipments after Iranian drone attacks at Ras Laffan.* Qatar's LNG production accounts for about 20% of global supply, impacting Asian and European markets.* Sabel highlighted that LNG prices may increase following Qatar's decision amid winter conditions.* The company anticipates that low long-term LNG prices could boost demand.
411. https://news.robotfx.org/2026/02/fresh-ttf-prices-rise-on-wednesday.html - * European natural gas futures increased back above €31 per megawatt hour. * Fears of geopolitical risks in the Strait of Hormuz, including comments by Donald Trump about Iran, heightened market concerns. * EU gas inventories fell below 31%, down from 40.7% a year earlier; in Germany at 20.7% and in France at 21.1%. * Wind and solar energy in north-west Europe expected to increase, potentially reducing gas demand. * LNG send-out remains strong with heavy cargo arrivals projected into March. * The material was provided by RobotFX.Org, with promotional content for trading products.
412. https://www.irishexaminer.com/business/economy/arid-41803145.html - • European natural gas prices increased over 20% amid supply concerns. • Halted LNG exports from Qatar due to attack on QatarEnergy facility; Qatar accounts for about 20% of global supply. • The outage raises worries over European stockpiling and global LNG supply shortages. • The conflict in the Middle East and blockage of the Strait of Hormuz worsen supply outlook. • Market volatility has surged, with increased price spreads between summer and winter gas contracts.
413. https://ria.ru/20260301/gazprom-2077714108.html - * European underground gas storage levels declined to 30% as of 27 February, according to Gas Infrastructure Europe. * This is one of the lowest levels for late February in the observation history. * Gas stored for winter has been nearly exhausted, with reserves now coming from previous years' stocks. * Germany's storage is at 20.6%, France's at 21.4%, and the Netherlands' at 10.7%.
414. https://bitcoinworld.co.in/european-natural-gas-crisis-qatar-hormuz/ - * European gas prices increased by 85% following Qatar LNG supply issues and Hormuz Strait disruptions. * QatarEnergy declared force majeure on LNG cargoes, impacting up to 10 million cubic meters daily for two weeks. * Strait of Hormuz conflicts reduced transit volumes by 15-20%, affecting global LNG and oil flows. * Market volatility led to record trading volume and increased power prices across Europe. * The crisis raises concerns over energy security and inflation, prompting emergency measures and potential supply infrastructure investments.
415. https://oilprice.com/Latest-Energy-News/World-News/European-Gas-Prices-Soar-30-as-Qatar-Halts-LNG-Output.html - * European natural gas prices surged by about 70% since the previous Friday, with a 30% increase on Tuesday following a 40% rise on Monday. * The surge is driven by QatarEnergy ceasing LNG production after attacks on Qatar's facilities, removing the world's second-largest LNG exporter from the market. * The Dutch TTF Natural Gas Futures rose by 34% initially, settling 26% higher since Monday. * Europe’s gas storage levels are at 30% capacity as of March 1, lowest in years, with depletion accelerated by colder temperatures. * The halt in Qatar LNG supply and Strait of Hormuz restrictions will increase competition and prices for LNG between Europe and Asia.
416. https://rbnenergy.com/daily-posts/analyst-insight/us-lng-production-ramps-qatar-shortfall-looms - * U.S. LNG output is expected to rise in the coming months, with feedgas demand at full utilisation.* Qatar’s Ras Laffan export complex was shut down by an Iranian drone attack, impacting global LNG markets.* The Ras Laffan LNG complex has a capacity of 77 MMtpa across 14 trains.* The April TTF contract increased following the terminal shutdown, with prices reaching $15.28/MMBtu.* The ongoing conflict could influence global gas prices, with U.S. production not enough to offset Qatar’s outage.