Oil Supply Policy

Commodities Report: Natural gas futures | 2026-03-15 12:00 UTC [GXPW] | Bullish | Unstable

Sunday, 15 March 2026 6:07AM UTC

Snapshot

subject_area: Natural gas futures
target_market_code: natural_gas
ticker:
regime_state: Unstable
beliefs_count: 3
top_risk_flag: core_driver_coverage_gap (medium)
generated_at: 2026-03-15T12:00:00Z
sentiment_word: Bullish
late_breaking_alerts_count: 0
kill_switch_markets_count: 0

Signal Table

market	belief_id	claim	prob	dir	vel	horizon	kill_switch	fragility
natural_gas	B-NG-001	Near-term LNG/geopolitical disruption risk is adding a risk premium that biases natural gas futures upward.	62	up	accelerating	24h	false	58
natural_gas	B-NG-002	European-linked gas supply geopolitics (e.g., Russia/Gazprom dispute/infrastructure narratives) is supportive of global gas volatility and upward skew.	55	up	stable	24h	false	58
natural_gas	B-NG-003	If supply-stability narratives dominate and escalation risk fades, the recent risk premium can unwind quickly, pushing natural gas futures back toward flat/down.	38	mixed	fading	6h	false	58

Data Dump (Machine Use)

{ "workflow_6B_CIS_output": { "snapshot_id": "6B_natural_gas_20260315T120000Z", "timestamp_utc": "2026-03-15T12:00:00Z", "primary_asset_focus": { "name": "Natural gas futures", "market_code": "natural_gas" }, "headline_sentiment_word": "Bullish", "headline_conviction_score_0_100": 62, "headline_fragility_score_0_100": 58, "commodity_registry": [ "crude_oil", "gold", "natural_gas", "copper", "silver", "wheat", "corn", "uranium", "lithium", "coffee" ], "target_market_code": "natural_gas", "target_resolution_source": "explicit", "scope_mode": "single_market", "analyzed_markets": [ "natural_gas" ], "regime_state": "unstable", "beliefs": [ { "belief_id": "B-NG-001", "market": "natural_gas", "claim": "Near-term LNG/geopolitical disruption risk is adding a risk premium that biases natural gas futures upward.", "probability_pct": 62, "direction": "up", "velocity": "accelerating", "horizon": "24h", "drivers": [ "Qatar / Ras Laffan disruption narratives (LNG supply-chain risk)", "Broader Middle East escalation risk and maritime security narratives (risk premium channel)" ], "contradicted_by": [ "Signals implying supply stability / risk normalisation (single-source / low-diversity items)" ] }, { "belief_id": "B-NG-002", "market": "natural_gas", "claim": "European-linked gas supply geopolitics (e.g., Russia/Gazprom dispute/infrastructure narratives) is supportive of global gas volatility and upward skew.", "probability_pct": 55, "direction": "up", "velocity": "stable", "horizon": "24h", "drivers": [ "Gazprom geopolitical dispute thread", "Energy infrastructure disruption narratives" ], "contradicted_by": [ "No direct confirmation of immediate physical flow impact inside this payload" ] }, { "belief_id": "B-NG-003", "market": "natural_gas", "claim": "If supply-stability narratives dominate and escalation risk fades, the recent risk premium can unwind quickly, pushing natural gas futures back toward flat/down.", "probability_pct": 38, "direction": "mixed", "velocity": "fading", "horizon": "6h", "drivers": [ "Supply stability / institutional commentary signals (low diversity in this payload)", "Mean-reversion after risk spikes" ], "contradicted_by": [ "Multiple fresh geopolitics/LNG risk signals with recent update timestamps" ] } ], "market_state_table": [ { "market": "natural_gas", "directional_state": "bullish", "momentum_state": "strengthening", "reversal_risk": "medium", "state_change": "unchanged", "conviction_score_0_100": 62, "freshness_confidence": "medium", "catalyst_type": "fresh_directional", "stale_suppression_applied": false, "thesis_kill_switch": false, "late_breaking_alert": false, "fragility_score_0_100": 58, "supporting_belief_ids": [ "B-NG-001", "B-NG-002" ] } ], "risk_flags": [ { "flag": "core_driver_coverage_gap", "severity": "medium", "market": "natural_gas", "details": "Weather/storage/pipeline-flow/production-outage drivers are not strongly represented in admitted evidence; regime inference leans on geopolitics/LNG narratives." }, { "flag": "geopolitical_risk_premium_whipsaw", "severity": "medium", "market": "natural_gas", "details": "Direction is supported by escalation/disruption risk which can reverse rapidly on de-escalation headlines." }, { "flag": "low_diversity_singletons_present", "severity": "low", "market": "natural_gas", "details": "Several VIP/risk items are single-source/low-diversity; treated as weak counterweight rather than primary signal." } ], "candidate_actions": [ { "market": "natural_gas", "confidence": "medium", "action": "watch_long_bias", "trigger_condition": "Additional fresh (<=6h) corroboration of LNG supply disruption / Middle East maritime escalation narratives." }, { "market": "natural_gas", "confidence": "high", "action": "volatility_watch", "trigger_condition": "Any rapid de-escalation headline or confirmation of restored LNG operations that compresses the risk premium." }, { "market": "natural_gas", "confidence": "medium", "action": "reversal_watch", "trigger_condition": "A high-authority opposing signal (<=2h) indicating de-escalation or confirmed supply stabilisation, paired with rising contradiction." }, { "market": "natural_gas", "confidence": "low", "action": "stay_flat", "trigger_condition": "If incoming evidence remains sparse and directional score returns to the neutral band (|score| < 20) for multiple hours." } ], "paper_trade_signal_pack": { "bullish_markets": [ "natural_gas" ], "bearish_markets": [], "neutral_mixed_markets": [], "high_reversal_risk_markets": [] }, "signal_timeseries": { "resolution": "1h", "lookback_hours": 24, "bucket_timezone": "UTC", "buckets": [ { "bucket_start_utc": "2026-03-14T12:00:00Z", "bucket_end_utc": "2026-03-14T13:00:00Z", "directional_score_signed": 12, "bullish_pressure_score": 12, "bearish_pressure_score": 0, "net_sentiment_score": 12, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.26, "fresh_evidence_count": 1, "stale_evidence_count": 3, "conviction_score_0_100": 32, "fragility_score_0_100": 68, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T13:00:00Z", "bucket_end_utc": "2026-03-14T14:00:00Z", "directional_score_signed": -8, "bullish_pressure_score": 0, "bearish_pressure_score": 8, "net_sentiment_score": -8, "velocity_score": -20, "acceleration_score": -20, "contradiction_ratio": 0.38, "fresh_evidence_count": 1, "stale_evidence_count": 3, "conviction_score_0_100": 35, "fragility_score_0_100": 78, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T14:00:00Z", "bucket_end_utc": "2026-03-14T15:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 12, "acceleration_score": 32, "contradiction_ratio": 0.3, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T15:00:00Z", "bucket_end_utc": "2026-03-14T16:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": -12, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T16:00:00Z", "bucket_end_utc": "2026-03-14T17:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T17:00:00Z", "bucket_end_utc": "2026-03-14T18:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T18:00:00Z", "bucket_end_utc": "2026-03-14T19:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T19:00:00Z", "bucket_end_utc": "2026-03-14T20:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T20:00:00Z", "bucket_end_utc": "2026-03-14T21:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T21:00:00Z", "bucket_end_utc": "2026-03-14T22:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T22:00:00Z", "bucket_end_utc": "2026-03-14T23:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-14T23:00:00Z", "bucket_end_utc": "2026-03-15T00:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T00:00:00Z", "bucket_end_utc": "2026-03-15T01:00:00Z", "directional_score_signed": 4, "bullish_pressure_score": 4, "bearish_pressure_score": 0, "net_sentiment_score": 4, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 24, "fragility_score_0_100": 70, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T01:00:00Z", "bucket_end_utc": "2026-03-15T02:00:00Z", "directional_score_signed": 6, "bullish_pressure_score": 6, "bearish_pressure_score": 0, "net_sentiment_score": 6, "velocity_score": 2, "acceleration_score": 2, "contradiction_ratio": 0.27, "fresh_evidence_count": 0, "stale_evidence_count": 3, "conviction_score_0_100": 26, "fragility_score_0_100": 69, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T02:00:00Z", "bucket_end_utc": "2026-03-15T03:00:00Z", "directional_score_signed": 10, "bullish_pressure_score": 10, "bearish_pressure_score": 0, "net_sentiment_score": 10, "velocity_score": 4, "acceleration_score": 2, "contradiction_ratio": 0.26, "fresh_evidence_count": 0, "stale_evidence_count": 2, "conviction_score_0_100": 30, "fragility_score_0_100": 67, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T03:00:00Z", "bucket_end_utc": "2026-03-15T04:00:00Z", "directional_score_signed": 25, "bullish_pressure_score": 25, "bearish_pressure_score": 0, "net_sentiment_score": 25, "velocity_score": 15, "acceleration_score": 11, "contradiction_ratio": 0.24, "fresh_evidence_count": 1, "stale_evidence_count": 2, "conviction_score_0_100": 55, "fragility_score_0_100": 60, "dominant_state": "bullish" }, { "bucket_start_utc": "2026-03-15T04:00:00Z", "bucket_end_utc": "2026-03-15T05:00:00Z", "directional_score_signed": 55, "bullish_pressure_score": 55, "bearish_pressure_score": 0, "net_sentiment_score": 55, "velocity_score": 30, "acceleration_score": 15, "contradiction_ratio": 0.22, "fresh_evidence_count": 8, "stale_evidence_count": 1, "conviction_score_0_100": 72, "fragility_score_0_100": 55, "dominant_state": "bullish" }, { "bucket_start_utc": "2026-03-15T05:00:00Z", "bucket_end_utc": "2026-03-15T06:00:00Z", "directional_score_signed": 20, "bullish_pressure_score": 20, "bearish_pressure_score": 0, "net_sentiment_score": 20, "velocity_score": -35, "acceleration_score": -65, "contradiction_ratio": 0.29, "fresh_evidence_count": 1, "stale_evidence_count": 2, "conviction_score_0_100": 45, "fragility_score_0_100": 65, "dominant_state": "bullish" }, { "bucket_start_utc": "2026-03-15T06:00:00Z", "bucket_end_utc": "2026-03-15T07:00:00Z", "directional_score_signed": 14, "bullish_pressure_score": 14, "bearish_pressure_score": 0, "net_sentiment_score": 14, "velocity_score": -6, "acceleration_score": 29, "contradiction_ratio": 0.3, "fresh_evidence_count": 1, "stale_evidence_count": 2, "conviction_score_0_100": 40, "fragility_score_0_100": 66, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T07:00:00Z", "bucket_end_utc": "2026-03-15T08:00:00Z", "directional_score_signed": 8, "bullish_pressure_score": 8, "bearish_pressure_score": 0, "net_sentiment_score": 8, "velocity_score": -6, "acceleration_score": 0, "contradiction_ratio": 0.28, "fresh_evidence_count": 0, "stale_evidence_count": 2, "conviction_score_0_100": 28, "fragility_score_0_100": 68, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T08:00:00Z", "bucket_end_utc": "2026-03-15T09:00:00Z", "directional_score_signed": 8, "bullish_pressure_score": 8, "bearish_pressure_score": 0, "net_sentiment_score": 8, "velocity_score": 0, "acceleration_score": 6, "contradiction_ratio": 0.27, "fresh_evidence_count": 0, "stale_evidence_count": 2, "conviction_score_0_100": 28, "fragility_score_0_100": 68, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T09:00:00Z", "bucket_end_utc": "2026-03-15T10:00:00Z", "directional_score_signed": 10, "bullish_pressure_score": 10, "bearish_pressure_score": 0, "net_sentiment_score": 10, "velocity_score": 2, "acceleration_score": 2, "contradiction_ratio": 0.26, "fresh_evidence_count": 0, "stale_evidence_count": 2, "conviction_score_0_100": 30, "fragility_score_0_100": 67, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T10:00:00Z", "bucket_end_utc": "2026-03-15T11:00:00Z", "directional_score_signed": 10, "bullish_pressure_score": 10, "bearish_pressure_score": 0, "net_sentiment_score": 10, "velocity_score": 0, "acceleration_score": -2, "contradiction_ratio": 0.26, "fresh_evidence_count": 0, "stale_evidence_count": 2, "conviction_score_0_100": 30, "fragility_score_0_100": 67, "dominant_state": "neutral_mixed" }, { "bucket_start_utc": "2026-03-15T11:00:00Z", "bucket_end_utc": "2026-03-15T12:00:00Z", "directional_score_signed": 10, "bullish_pressure_score": 10, "bearish_pressure_score": 0, "net_sentiment_score": 10, "velocity_score": 0, "acceleration_score": 0, "contradiction_ratio": 0.26, "fresh_evidence_count": 0, "stale_evidence_count": 2, "conviction_score_0_100": 30, "fragility_score_0_100": 67, "dominant_state": "neutral_mixed" } ] }, "recent_half_hour_overlay": { "enabled": false, "resolution": "30m", "lookback_hours": 6, "buckets": [] }, "summary": { "timeseries_peak_bullish": 55, "timeseries_peak_bearish": -8, "latest_inflection_direction": "up", "latest_inflection_strength": 2, "signal_regime": "weakening_bullish" } }, "diagnostics": { "trends_seen": 12, "trends_admitted": 10, "cross_domain_merges": 2, "stale_suppression_count": 0, "reversal_flags_count": 1, "late_breaking_alerts_count": 0, "kill_switch_markets_count": 0, "timeseries_bucket_count": 24, "timeseries_overlay_bucket_count": 0, "target_market_custom": false, "target_market_unresolved": false, "input_gate_degraded": false, "notes": [ "Target resolved explicitly to natural_gas; single-market scope enforced.", "No trend_physics/trend_state_memory provided in payload; used timestamp recency proxies + temporal_profile hints for momentum/recency weighting.", "Prior market state not provided; state_change defaulted to 'unchanged' (unknown prior).", "Most admitted drivers are geopolitics/LNG supply-chain risk; core US natgas fundamentals (weather/storage/flows) not strongly present in this batch." ] }, "completion_state": "ready_for_workflow_8B" }

More on this

https://www.lada.kz/world-news/150542-tegeran-nazval-glavnoe-uslovie-dlia-prokhoda-sudov-cherez-ormuzskii-proliv.html - * Иран заявил о готовности рассматривать безопасный проход судов через Ормузский пролив при условии перехода на расчёты в китайских юанях. * Тегеран рассмотрит возможность пропуска ограниченного числа нефтяных танкеров по политическим и экономическим требованиям. * Иран уже разрешил проход судам одной азиатской страны — Индии, как акт доброй воли. * Ормузский пролив имеет стратегическое значение для глобального экспорта нефти и газа. * Представители Ирана подчёркивают, что безопасное судоходство связано с соблюдением политических условий, что усложняет ситуацию для некоторых стран.
https://www.hokanews.com/2026/03/strait-of-hormuz-tensions-explode-after.html - * The US launched targeted airstrikes near Kharg Island in Iran, raising regional tensions. * The Strait of Hormuz remains a critical energy route, with around 20% of global oil passing through. * Oil prices surged above $100 per barrel amid fears of supply disruption. * Shipping traffic has declined due to security concerns, increasing insurance premiums. * Bitcoin has gained 6-10%, indicating market resilience despite increased volatility across markets.
https://easternherald.com/2026/03/15/israel-attacks-iran-strait-of-hormuz-closed-us-israel/ - * Iran states the Strait of Hormuz remains open to global shipping but is closed to US, Israel, and allied vessels involved in attacks. * Iran's Foreign Minister Abbas Araghchi clarifies the waterway is accessible to most nations, except enemies engaged in hostilities. * The conflict between Iran, Israel, and the US raises concerns over disruption of energy supplies and global trade routes. * The US urges allies to deploy naval forces to secure the Strait amid rising tensions. * Some vessels from neutral countries continue passing through despite security risks and military escalations.
https://www.devdiscourse.com/article/headlines/3838578-escalating-tensions-trumps-threats-and-irans-defiance-in-the-gulf-conflict - ['* U.S. President Donald Trump intensifies threats against Iran, targeting Kharg Island oil hub.', "* Trump urges allies to strengthen security in Strait of Hormuz, citing 'total demolition' claims.", '* Iran promises to escalate its response, rejecting ceasefire proposals.', '* The conflict causes major oil supply disruptions and energy price surges.', '* Middle Eastern allies seek diplomatic negotiations to reduce impact on global markets.']
https://www.theguardian.com/commentisfree/2026/mar/12/the-guardian-view-on-the-cost-of-trumps-war-the-worlds-poor-will-pay-most-dearly - * US-Israeli attack on Iran and Tehran’s retaliation disrupt global energy supply, causing widespread energy prices increase and shortages. * Countries reliant on Middle East energy, like Bangladesh and Pakistan, face fuel shortages affecting daily life and education. * The conflict has created a humanitarian crisis, displacing millions and damaging healthcare infrastructure in Iran and Lebanon. * Humanitarian aid shipments are hindered, with increased costs and delays due to damaged logistics hubs and conflict-related disruptions. * The economic impact risks deepening poverty and famine among the world’s poorest populations, with potential life-or-death consequences for millions.
https://www.indiatvnews.com/news/world/strait-of-hormuz-closed-only-to-us-and-israeli-ships-says-iran-fm-abbas-araghchi-on-key-oil-route-latest-updates-2026-03-15-1033808 - * Iranian Foreign Minister Abbas Araghchi confirms the Strait of Hormuz remains open to most ships, except those from the US and Israel, amid ongoing West Asia conflict. * The US and Israel launched military strikes on Iran’s Kharg Island following tensions, with Iran retaliating against Gulf nations. * US President Donald Trump has warned of potential disruptions and urged NATO allies and other nations to send warships to secure the strait. * The Strait of Hormuz is a critical maritime route, carrying about 13 million barrels of oil daily, representing roughly 31% of global oil shipments. * The closure of the strait could significantly impact global energy markets and supply chains.
https://www.indiatoday.in/world/story/us-president-donald-trump-warns-new-strikes-iran-kharg-island-2882179-2026-03-15?utm_source=rss - * US President Donald Trump warned that the US could launch additional strikes on Iran's Kharg Island, following recent attacks. * The US claimed to have 'totally demolished' most of Kharg Island, Iran’s main oil export terminal. * The conflict involves the US, Israel, and Iran, with fears of regional escalation and disruptions to global oil supplies. * Trump highlighted the strategic importance of Kharg Island near the Strait of Hormuz, through which around 20% of the world's oil passes. * Iran has threatened to block the Strait of Hormuz and target US facilities in the region, escalating tensions.
https://www.theyeshivaworld.com/news/israel-news/2525134/trump-calls-on-world-powers-to-send-warships-as-iran-effectively-shuts-strait-of-hormuz.html - * President Donald Trump urges international naval deployment to secure the Strait of Hormuz, citing threats from Iran to shipping routes. * Trump predicts multiple countries will send naval forces to keep the strategic waterway open. * The Strait accounts for around 20% of global oil and liquefied natural gas flows. * Iran has begun attacking vessels amid tensions with the US and Israel. * France is deploying approximately a dozen warships across multiple regions; Britain is evaluating additional Gulf deployments. * China and Britain have not confirmed military deployments; China calls for a ceasefire. * Trump warns of US military action against Iran if threats persist.
https://newtalk.tw/news/view/2026-03-15/1024343 - * Trump states that multiple countries, including China, France, Japan, South Korea, and the UK, will send navies to ensure the Hormuz Strait remains open. * He claims the US has 'completely destroyed Iran's military' but warns Iran might still attempt to disrupt shipping through drones, mines, or missiles. * The conflict between the US, Israel, and Iran escalates with Iran attacking neighbouring Gulf countries and trying to block the Strait. * Trump indicates the US will continue strikes against Iran and target its ships if necessary to restore safe passage. * The situation impacts global energy markets, with concerns over energy transportation security.
https://www.radiofree.org/2026/03/14/trump-orders-central-command-to-obliterate-all-military-targets-on-kharg-island-and-threatens-to-wipe-oil-infrastructure/ - * Trump wrote on Truth Social that he ordered the US Central Command to conduct a bombing raid on Kharg Island's military targets. * He threatened to wipe out Iran’s oil infrastructure if Iran interferes with ship passage through the Strait of Hormuz. * Kharg Island is a key oil facility, providing 13% of China’s oil imports and 90% of Iran’s oil exports. * The attack could cause significant market disruption, with oil prices potentially rising to $150 per barrel. * The US is deploying the USS Tripoli and Marines to the region amid tensions and potential conflict with Iran.
https://www.news4jax.com/business/2026/03/15/trump-urges-us-allies-to-send-warships-to-strait-of-hormuz-as-iran-vows-to-retaliate/ - * U.S. President Donald Trump called for allies to send warships to secure the Strait of Hormuz, citing global oil supply security. * Iran urged evacuation of ports in the UAE and threatened to attack U.S. and allied assets. * Iran claimed U.S. attacks from UAE territory, responded with missile and drone strikes on Arab Gulf neighbours. * Iran's joint military command threatened to attack U.S.-linked infrastructures if Iran’s oil infrastructure is targeted. * The US identified six service members killed in a military aircraft crash supporting operations against Iran. * An attack on the US Embassy in Baghdad was reported, with no immediate claim of responsibility.
https://www.thetimesofbengal.com/international/trump-urges-china-france-japan-to-send-warships-to-strait-of-hormuz-amid-iran-blockade-warns-of-us-strikes/ - * Trump stated that the US would send warships along with other countries to keep the Strait of Hormuz open and safe. * Trump called upon China, France, Japan, and others to send ships to the Gulf region. * Trump warned of US bombing shoreline and shooting Iranian boats and ships. * The Strait of Hormuz is a significant maritime chokepoint for global oil and gas shipments. * The conflict involves Iran's attempted closure of the Strait, impacting global energy supplies and markets.
https://newstodaynet.com/2026/03/15/trump-urges-nations-to-send-warships-as-iran-continues-hormuz-blockade/ - * US President Donald Trump called on countries including China, France, Japan, South Korea, and the UK to deploy warships to the Strait of Hormuz. * The appeal aimed to ensure the waterway remains open for international shipping amid Iran’s blockade. * The US plans to escort oil tankers through the Strait to mitigate disruption to energy supplies. * Iran is reportedly moving to choke traffic, risking global oil and gas flows. * Trump warned of potential threats from Iran, including drones, mines, and missiles.
https://www.rt.com/news/634983-greek-flagged-oil-tanker-attacked-black-sea-russian-coast/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * A Greek-flagged oil tanker, Maran Homer, was struck by a missile or drone off the Russian Black Sea coast, with minor damage. * The attack occurred 14 nautical miles from Novorossiysk while en route to the Caspian Pipeline Consortium terminal. * Several ships carrying Russian oil and LNG have been targeted by suspected Ukrainian drones in recent months. * Russian LNG tanker Arctic Metagaz was also struck by Ukrainian unmanned boats off Malta; all crew members were rescued. * Ukrainian drone and unmanned boat attacks have increased on vessels involved in Russian oil and LNG transport, affecting global shipping routes.
https://tmastreet.com/us-natural-gas-prices-hold-steady-despite-global-energy-turmoil/ - * US natural gas futures experienced a slight dip, settling at $3.193 per mmBtu, with projections for 2026 averaging around $3.80 per mmBtu, reflecting confidence in domestic supply stability. * US production is projected to reach an all-time high of 118.5 billion cubic feet per day in 2025, with storage levels sufficient to mitigate immediate price pressures. * International supply disruptions are redirecting LNG cargoes from Europe to Asia, with Asian prices around $20-$25 per mmBtu, raising opportunities for US exporters. * European gas prices are increasing, with the front-month TTF benchmark climbing about 60% due to supply concerns; UK is predicted to see an 11% rise in energy prices in July. * US oil and gas rig counts are increasing, with 133 gas rigs indicating ongoing production strength, though analysts caution about risks from prolonged geopolitical disruptions.
https://vm.ru/news/1310587-uroven-zapasov-gaza-v-evropejskih-phg-upal-do-minimalnyh-s-nachala-sezona-znachenij - * Gas storage in European underground storage facilities (ПХГ) falls to 29.1%, the lowest since the start of the season, as of 12 March, according to Gas Infrastructure Europe.* * Netherlands storage reserves decline to 8.3%, the lowest for 12 March in history.* * The gas stored for winter has been largely withdrawn by mid-February, with current withdrawals from previous years' reserves.* * Gazprom reports the depletion of gas stocks in Europe; total Russian gas supplies to the EU decreased to 37.99 bcm in the previous year.* * EU officials, including Ursula von der Leyen, state that returning to Russian fossil fuels during the current crisis is a strategic mistake.*
https://www.astroawani.com/news-global/europes-gas-demand-recovery-derailed-or-just-dented-iran-crisis - * Europe's gas consumption slowed in March, with a significant drop in average gas generation levels across key consumers. * Gas prices surged after the outbreak of the U.S.-Iran war, impacting regional gas demand. * Higher temperatures in Central and Western Europe reduced heating demand, complicating demand assessments. * Europe's gas inventories are at 27% of capacity, the lowest since 2022, requiring substantial replenishment before winter. * Gas storage needs to increase by approximately 1,600 bcf over the next 235 days, demanding about 6.9 bcf daily injections. * Europe's industrial gas demand has declined since Russia's invasion of Ukraine, with measures proposed to replace gas with electricity and biomethane. * Power use for electricity peaks in winter and drops in warmer months, with potential for demand fluctuations due to weather. * Europe's reliance on pipeline gas and LNG imports affects supply patterns and costs, especially amid LNG export disruptions from Qatar.
https://www.astroawani.com/news-global/europes-gas-demand-recovery-derailed-or-just-dented-iran-crisis - * Europe's gas consumption slowed in March due to high regional costs and above-normal temperatures * Gas inventories are at 27% of capacity, the lowest since 2022, requiring significant replenishment before winter * Europe's storage needs over the next 235 days involve daily injections of 6.9 bcf to reach usual inventory levels * Industrial gas demand remains subdued, influenced by economic slowdown and policy measures to reduce reliance on imported gas * Positive LNG export outlook is clouded by Qatar's export stoppage, impacting Europe's supply options
https://pakobserver.net/us-announces-deployment-of-b-2-bombers-as-iran-war-enters-third-week/ - ['*US Central Command announced the deployment of B-2 stealth bombers during Operation Epic Fury targeting Iran.', '*US President Trump warned Iran’s Kharg Island oil facilities could be targeted if assaults on shipping in the Strait of Hormuz continued.', '*Trump claimed US forces had destroyed military installations on Kharg Island without damaging oil infrastructure.', '*Iran’s military threatened retaliatory strikes on US-affiliated facilities if attacked.', '*Regional tensions increased with Iran’s Revolutionary Guard attacking Israel in coordination with Hezbollah, and Israel striking Iranian targets.']
https://www.politico.eu/article/norway-pitches-itself-as-europes-energy-lifeline/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication - * Norway has become Europe's largest pipeline gas supplier since the invasion of Ukraine, replacing Russian fuel. * All Norwegian gas production goes to Europe, with 90-95% of oil also destined for European markets. * Norwegian officials state the country cannot quickly increase production, operating near maximum capacity. * Increasing supply depends on new exploration and investment; development of additional resources on the Norwegian continental shelf is planned. * Norway aims to be a stable, long-term energy supplier to Europe.
https://www.india.com/news/world/us-to-deploy-7th-fleets-uss-tripoli-strike-group-to-west-asia-as-tensions-with-tehran-escalate-near-strait-of-hormuz-8341949/ - * The US is deploying the USS Tripoli strike group to West Asia due to rising tensions with Iran near the Strait of Hormuz. * Approximately 2,500 Marines will deploy with the strike group to support regional security. * The deployment aims to bolster military options and support US troops in the region. * Tensions in the Strait of Hormuz, a critical oil shipping route, have increased since late February due to missile and drone attacks. * Attacks have slowed shipping and raised fears of global energy supply disruptions and rising oil prices. * The conflict between the US and Iran has escalated, involving missile and drone attacks and threats of retaliation. * Brent crude oil prices have surged due to potential disruptions in oil exports through the Strait of Hormuz.
https://www.awazthevoice.in/india-news/no-petroleum-crisis-india-diversifies-crude-supply-shekhawat-54269.html - *Union Minister Gajendra Singh Shekhawat states there is no crisis in petroleum products in India, despite regional conflicts.* *India has signed agreements with 40 countries for crude oil imports, up from 27, to diversify supply lines.* *The West Asia conflict, particularly in the Middle East, poses challenges for global energy markets, with disruptions in gas supply and the Strait of Hormuz affected.* *The Indian government has ensured uninterrupted LPG supplies, increased domestic LPG production by 30%, and provided commercial cylinders to state governments.* *Political controversy persists, with criticisms from Congress MP Rahul Gandhi regarding energy security and external geopolitical pressures.*
https://www.urdupoint.com/en/world/more-us-marines-and-warships-being-sent-to-mi-2153822.html - * About 2,500 US Marines and three warships are heading to the Middle East from the Indo-Pacific region, reported by The New York Times. * The deployment is in response to Iranian military actions in the Strait of Hormuz amid US and Israeli strikes. * The Marines will join over 50,000 American troops in the region. * Iran’s attacks have caused disruptions in maritime traffic through the strait, impacting global oil markets. * US President Trump suggested deploying Navy ships to escort merchant vessels through the waterway.
https://mediaindonesia.com/internasional/870363/trump-ancaman-serang-fasilitas-minyak-iran-jika-selat-hormuz-ditutup - * President Donald Trump warns of potential airstrikes against Iran's oil infrastructure on Kharg Island if the Strait of Hormuz's navigation is disrupted. * Trump states he has avoided damaging infrastructure but will reconsider if Iran or others threaten maritime security. * US and Israel launched strikes against Iran on 28 February, involving targets in Tehran and resulting in casualties, including the death of Iran's Supreme Leader, Ayatollah Ali Khamenei. * Iran has responded by asserting control over the Strait of Hormuz and rejecting US and allied passage through the strait. * The Strait remains a critical route for global energy supply, with increased tensions impacting oil exports and production.
https://mediaindonesia.com/internasional/870419/trump-akan-gebuki-infrastruktur-minyak-iran - * US military launched a major air strike targeting Iran's oil export infrastructure on Kharg Island, according to President Donald Trump. * Trump stated the operation was among the strongest in the Middle East and that oil facilities were not targeted initially. * Trump warned Iran and others against disrupting maritime shipping through the Strait of Hormuz, indicating possible reconsideration of infrastructure strikes. * Kharg Island is Iran's key oil export hub, with about 90% of Iran's crude oil exports passing through it, according to JPMorgan. * Increased tension impacts maritime traffic in the Strait of Hormuz, with potential retaliation and global energy market effects. * US plans to deploy warships to escort tankers through the Strait of Hormuz to ensure oil exports and stabilise fuel prices in the US.
https://www.rte.ie/news/analysis-and-comment/2026/0314/1563337-iran-war-analysis-comment/ - * The US-Israeli attack on Iran has caused rising oil and gas prices, affecting European energy markets. * Iran’s Strait of Hormuz remains closed, with ongoing attacks on regional oil vessels. * Energy prices in Europe have increased significantly amid geopolitical tensions and supply disruptions. * The EU considers proposals to lower electricity taxes and address energy market volatility. * Dependence on Russian gas has decreased, but reliance on US LNG and other sources continues amid risks of prolonged conflict.
https://elintransigente.com/2026/03/donald-trump-apunto-contra-el-corazon-petrolero-de-iran-y-amenaza-con-un-ataque-fulminante/ - • Donald Trump anunció un ataque masivo contra objetivos militares iraníes en la Isla de Kharg. • La operación destruyó objetivos militares, pero se evitó atacar la infraestructura petrolera. • Trump advirtió que considerará atacar la infraestructura petrolera si Irán interfiere con el tráfico marítimo en el Estrecho de Ormuz. • Irán podría permitir el paso de barcos con pago en yuanes, generando nerviosismo en los mercados internacionales. • La ONU expresó preocupación por el impacto humanitario si se bloquea el estrecho y restringe el paso de barcos.
https://www.nationalheraldindia.com/international/us-deploys-marines-to-west-asia-as-strikes-hit-iran-and-war-rattles-region - • The US ordered the deployment of 2,500 Marines and an amphibious assault ship to West Asia amid ongoing conflict with Iran. • The deployment followed US strikes on Iran’s Kharg Island and increased Iranian missile attacks. • Iran responded with a missile and drone campaign, including shutting down the Strait of Hormuz. • The conflict involves engagements between US, Iran, and Israel, impacting regional energy security. • The situation heightens geopolitical risk in the Middle East energy markets.
https://www.skynewsarabia.com/world/1858613-%D8%AA%D8%B1%D8%A7%D9%85%D8%A8-%D9%8A%D9%87%D8%AF%D8%AF-%D8%A8%D8%B6%D8%B1%D8%A8-%D8%B4%D8%A8%D9%83%D8%A9-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AE%D8%B1%D8%AC-%D8%A7%D8%B3%D8%AA%D9%85%D8%B1-%D8%A5%D8%BA%D9%84%D8%A7%D9%82-%D9%87%D8%B1%D9%85%D8%B2 - * Trump issues final warning via social media to Iran, warning of potential US strikes on Iran's oil infrastructure in response to blocking the Strait of Hormuz. * The US military claimed to have destroyed targets on the island of Qeshm but did not target oil infrastructure in the attack. * Iran reportedly responded with threats of strikes on US-connected oil facilities if attacked. * Violent incidents, including explosions, were reported in Qeshm, with no damage reported to oil infrastructure. * Markets monitor potential damage to oil supply routes amid tensions in the Gulf, Lebanon, and neighbouring regions.
https://indianexpress.com/article/world/us-news/us-israel-iran-war-live-updates-missile-drone-attacks-west-asia-crisis-middle-east-war-news-10580960/ - * The US carried out strikes on military targets on Iran's Kharg Island, a key oil export terminal. * Iran warns of retaliation if energy infrastructure is attacked. * US forces deployed additional Marines and interceptor drones in the Middle East. * Iran claims no damage to oil facilities after US strikes. * Multiple regional conflicts and attacks continue in Lebanon, Iraq, and Iran. * Iran's navy, including the IRIS Dena warship, responds to US attacks, with Iran vowing retaliation. * US threat to target oil infrastructure if shipping lanes remain blocked. * Diplomatic tensions rise with regional countries and global powers criticising US sanctions and military actions.
https://www.eldiario.ec/mundo/donald-trump-armada-estrecho-ormuz-13032026/ - * Donald Trump confirms US Navy will immediately start escorting oil tankers through the Strait of Hormuz. * The measure aims to ensure safe transit amid growing threats from Iran. * US authorities respond to recent threats and incidents affecting global maritime traffic. * US forces conducted a bomb strike on the island of Jark, avoiding critical infrastructure. * The White House warns of potential reconsideration of military goals if foreign interventions persist. * The deployment is part of a broader strategy to safeguard energy supplies vital for global markets. * The US monitors movements in the strategic strait following violence incidents affecting ships.
https://www.livemint.com/news/world/middle-east-conflict-iran-flies-sailors-and-fallen-crew-out-of-indias-kochi-11773455452556.html - • An aircraft organised by Iran transported sailors and bodies of crew members from Iranian vessels in Kochi, India, amid US-Israeli tensions with Iran. • The transfer occurred as Iran's vessel remains stationed in Kochi since March 4. • The conflict has disrupted shipping through the Strait of Hormuz, a vital energy corridor. • Iran’s ambassador to India confirmed safe passage for Indian vessels amid the conflict. • India maintains contact with Iranian authorities to ensure safe navigation and access to its ports.
https://mg.co.za/thought-leader/opinion/2026-03-14-world-war-of-economics/ - * The Strait of Hormuz was declared potentially closed for over a month, threatening one-fifth of the world's oil and LNG trade. * Oil prices have surged, with Brent crude reaching $114 per barrel, and could rise beyond $120 or even $150 if disruption persists. * Qatar Energy and several Gulf petrochemical companies invoked force majeure due to escalating conflict, disrupting supply chains. * Disruptions are affecting global sectors including agriculture, healthcare, textiles, and construction due to petrochemical shortages. * Countries such as China and India face strategic decisions to mitigate supply shocks amid the crisis. * The conflict threatens regional stability and the functioning of the global economy, with diplomatic efforts seen as critical.
https://trak.in/stories/govt-encourages-consumers-to-switch-to-piped-gas-or-png/ - * India faces LPG supply pressure caused by disruptions in global energy routes from West Asia. * Panic buying increased LPG bookings from 5.5 million to 7.6 million daily requests. * The government increased domestic LPG production by 30%, prioritised household supplies, and encouraged switching to piped natural gas. * Key sectors like restaurants and hotels face shortages, with some using alternatives such as coal or kerosene. * LPG prices rose by ₹60 in March 2026, reaching around ₹913 in Delhi. * The crisis underscores India’s reliance on imported energy and vulnerable supply chains.
https://www.juancole.com/2026/03/israel-geostrategic-transformation.html - * The conflict between Israel-US and Iran resumed on 28 February 2026, with ongoing military exchanges and attacks on infrastructure. * Iran targeted US bases, energy facilities, and implemented a blockade of the Strait of Hormuz, disrupting global oil supplies. * The US mobilised naval and air forces in the Gulf region, indicating a significant military escalation. * Oil prices rose sharply, with potential to reach $200 per barrel if the conflict persists. * Iran’s strategic objectives include prolonged conflict engagement, while regional stability remains uncertain.
https://www.legit.ng/world/asia/1700856-breaking-irans-supreme-leader-sends-threat-trump/ - ["*Iran's new Supreme Leader, Ayatollah Mojtaba Khamenei, states the Strait of Hormuz will remain closed.", '*He succeeded his father and made his first public statement since taking office.', '*Iran is accused of orchestrating attacks on vessels in the Gulf, with escalation leading to the blocking of the Strait.', '*The US and Israel launched attacks on Iran; the US claimed to have targeted Iranian leadership.', '*Reactions highlight the potential for a global economic standoff due to the Strait’s closure.']
https://www.mediapool.bg/tramp-obyavi-che-iran-e-pobeden-i-iska-sporazumenie-news381208.html - * Donald Trump claims Iran is fully defeated and seeks an agreement. * US military has destroyed military targets on Hormuz Island, a key oil export terminal. * US will soon begin escorting oil tankers through the Strait of Hormuz, currently blocked by Iran. * Strait of Hormuz accounts for 20% of global oil and gas supplies. * Iran has blocked the Strait after Israel and the US launched military operations against Iran.
https://lanouvelletribune.info/2026/03/la-russie-et-les-usa-discutent-de-la-crise-energetique-en-pleine-guerre-en-iran/ - * Russian envoy Kiril Dmitriyev indicates discussions with US representatives on the global energy crisis during a recent visit to the US.
https://www.kiwikidsnews.co.nz/why-hormuz-matters/ - * A war involving Iran, Israel, and the United States has grown in the Middle East since late February 2026. * The Strait of Hormuz, between Iran and Oman, is a critical shipping route for global oil and gas. * About one-fifth of the world’s oil and gas shipments pass through the strait. * Iran has disrupted the strait through attacks, mines, missiles, drones, and fast boats. * Traffic through the strait has sharply decreased, affecting global fuel prices and supply chains.
https://www.rte.ie/news/analysis-and-comment/2026/0314/1563368-analysis-comment-iran-us-war/ - * The US reported a 23% increase in gas prices over a month, reaching $3.60 per gallon. * President Trump’s approval ratings decline, driven by rising energy costs. * Trump authorised military operation against Iran, dubbed Operation Epic Fury. * Iran's response includes closing the Strait of Hormuz, impacting global energy supplies. * US sanctions on Russian oil are being eased temporarily, affecting oil revenues. * Experts warn that the conflict may prolong, with economic repercussions. * The US government monitors gas prices and market volatility for policy responses.
https://kienthuc.net.vn/chien-su-trung-dong-ngay-143-my-nem-bom-dao-kharg-post1608970.html - • Iran and Hezbollah launch large-scale missile and UAV attacks on Israel, with significant damage reported. • US and Israel have targeted over 15,000 Iranian sites since February. • US Navy's USS Tripoli approved to move towards the Middle East, supporting military operations. • Iran may allow limited oil tanker transits through the Strait of Hormuz using China’s yuan. • US military strikes on Iran's Kharg Island due to its strategic importance for Iran's oil exports, with warnings of potential escalation.
https://www.tagesschau.de/ausland/asien/liveblog-iran-samstag-100.html - • US President Trump announces US-led tanker escort in Strait of Hormuz will start 'bald'. • Iran attacks targets in Gulf states, including explosions in Doha and a missile strike on a health centre in southern Lebanon. • US military increases presence in the region, targeting Iran's oil infrastructure and claiming a substantial attack on Kharg Island. • Several zones in Qatar evacuated as a precaution due to ongoing Iranian attacks. • Tensions rise between the US, Iran, and Gulf countries amid ongoing military actions and countermeasures.
https://www.vesty.co.il/main/article/bkzuv00fqwg - * On 14 March, US Air Force bombers conducted strikes on military targets on the island of Hark, Iran, considered a major oil export hub.
https://www.manchestereveningnews.co.uk/news/world-news/iran-new-leader-issues-first-33580384 - * Iran's Supreme Leader Ayatollah Mojtaba Khamenei issued a statement on state television, affirming Iran's continued blocking of the Strait of Hormuz. * Khamenei stated Iran will use the Strait as leverage against the United States and indicated ongoing attacks on Gulf Arab neighbours. * The statement followed Iran's attacks on shipping and energy infrastructure, raising oil prices above 100 USD per barrel. * Khamenei warned US bases in the region should be closed and expressed intent to retaliate for Iranian casualties. * The UN refugee agency reports displacement of up to 3.2 million Iranians due to ongoing war and conflict.
https://www.haber7.com/yazarlar/dr-mansoor-malik/3611859-israil-iran-gerilimi-guncel-durum-olasi-sonuclar-ve-bolgesel-dengeler - * Orta Doğu'da İsrail ile İran arasındaki gerilim ve ABD’nin stratejik rolü, kriz seviyesine yükselmiştir. * Türkiye, bölgedeki gelişmeleri dikkatle izlemekte ve güvenliği açısından tedbirler almaktadır. * İsrail üstün teknolojisiyle askeri avantaj sağlarken, İran geniş füze ve insansız hava aracı kapasitiesine dayanmakta ve uzun süreli çatışmaya hazırdır. * Çok cepheli savaş riski, enerji nakil hatları ve askeri üsler üzerinden bölgesel ve küresel etkiler doğurabilir. * Nükleer tırmanma ihtimali, küresel güvenlik ve siyasi krizler açısından endişe yaratmaktadır. * En olası senaryo diplomatik ateşkes veya uzun süreli gerginlik, en kötüsü ise bölgesel ve küresel savaşın yayılmasıdır. * Uluslararası toplumun diplomasi ve bölgesel güçlerin yapıcı rolleri, çatışmanın büyümesini önleyebilir.
https://www.jurist.org/news/2026/03/un-warns-of-black-rain-after-israel-and-us-strikes-in-iran/ - * United Nations officials warn that US and Israeli airstrikes on fuel depots in Tehran have released toxic pollutants, causing 'black rain'. * The strikes occurred on March 7, targeting roughly 30 fuel depots in Tehran. * WHO and UN agencies report environmental damage, disruption of humanitarian aid, and civilian casualties, including children. * Iranian drones attacked oil infrastructure in Oman, raising regional security concerns. * The conflict threatens to impact regional energy infrastructure and stability.
https://www.finedayradio.com/news/tv-delmarva-channel-33/us-strikes-iranian-oil-export-hub-raising-global-supply-concerns/ - * US military strikes targeted Kharg Island, Iran's main oil export facility handling 90% of the country's crude shipments. * The operation decreases Iran's oil exports by approximately 2 million barrels per day, potentially impacting global supply. * Iran responded with warnings of retaliatory strikes against US-associated oil facilities. * Iran's oil shipments, including through Kharg Island, range between 1.1 and 1.5 million barrels daily, with exports to China constituting a significant share. * Iran's oil exports include 1.7 million barrels per day, with 1.55 million flowing through Kharg facilities before the conflict.
https://news.day.az/economy/1822017.html - * Европа ищет способы снизить зависимость от российского газа, планы "RePowerEU" ускоряют отказ от него к 2027 году. * Азербайджан стабильно поставляет газ в Европу через Южный газовый коридор, расширяя экспорт и диверсифицируя источники. * В 2025 году Азербайджан экспортировал 25,2 млрд кубометров газа, расширяя число стран-потребителей. * Проекты и инфраструктура Азербайджана позволяют поддерживать европейские энергетические рынки в условиях региональных конфликтов. * В будущем ожидается увеличение добычи газа в рамках разработки месторождений, что усилит роль страны как поставщика.
https://www.trend.az/world/4164953.html - * Israeli military forces detected missile attacks from Iran and began intercepting projectiles.* Since late February, Iran launched missile and drone attacks on Israel and US military facilities across the region.* The conflict intensified after US and Israel began airstrikes against Iran following unresolved negotiations.* The US reported 8 deaths and over 140 wounded.* The conflict threatens the Middle East’s energy infrastructure and maritime transport, causing oil prices to surge.
https://www.gurufocus.com/news/8708708/snam-spa-snmrf-full-year-2025-earnings-call-highlights-strong-financial-performance-amid-geopolitical-challenges - * Snam SpA (SNMRF) reports a 7.8% increase in adjusted EBITDA for 2025, driven by regulated revenue growth. * The company refinanced a €500 billion green exchangeable bond and launched a €3 billion asset rotation programme. * Snam reduced CO2 emissions by 35% compared to 2022. * The company plans to invest around €14 billion in energy infrastructure and solutions. * Challenges include geopolitical risks, LNG supply disruptions from Qatar, and regulatory uncertainties impacting future performance.
https://www.philstockworld.com/2026/03/13/ian-bremmer-shares-his-thoughts-on-trumps-war-with-iran/ - * Ian Bremmer notes that Trump’s approach to Iran involves waging war without clear objectives, avoiding ownership of consequences. * The conflict is disrupting global oil supplies, particularly through the Strait of Hormuz, affecting energy markets. * Iran’s strategy focuses on economic pressure rather than military defeat, aiming to raise global energy prices. * The US faces difficulties in maintaining energy shipments and managing military risks around Iran. * Regional instability is likely to persist, with Iran continuing asymmetric attacks and nuclear proliferation risks.
https://zanzibarnikwetu.blogspot.com/2026/03/trump-administration-underestimated.html - * The Trump administration reportedly underestimated Iran’s willingness to close the Strait of Hormuz in response to US military strikes. * Officials believe it will take weeks to implement naval escorts for oil tankers, which are currently deemed too dangerous. * US military plans to address Iranian threats in the strait have been long-standing, but execution is delayed. * Iranian Supreme Leader Khamenei stated the strait would remain closed as a tool of pressure. * US officials and industry leaders express confusion and concern over the likelihood and manageability of the crisis.
https://en.clickpetroleoegas.com.br/The-Strait-of-Hormuz--less-than-40-km-wide--concentrates-20%25-of-the-world%27s-oil-and-becomes-the-epicenter-of-a-global-crisis-after-a-military-operation-against-Iran-paralyzes-oil-tankers./ - * The Strait of Hormuz, a crucial maritime passage for global oil and gas, was paralyzed after a military operation by the US and Israel against Iran on February 28, 2026. * The operation targeted Iranian nuclear facilities, military bases, and leadership, with reports of the killing of Ali Khamenei. * Iranian forces responded by blocking maritime traffic, causing oil prices to skyrocket and ship operations to halt. * The strait’s geopolitical significance is heightened by Iran's control of strategic islands and naval bases, enabling electronic warfare tactics like GPS spoofing. * The crisis emphasizes the geopolitical vulnerability of global energy supply, especially for Asian markets, with little viable alternative route available.
https://www.koreatimes.co.kr/world/20260314/why-is-it-so-easy-for-iran-to-shut-strait-of-hormuz?utm_source=rss - * Iran has effectively closed the Strait of Hormuz, impacting approximately 20% of global oil and LNG supplies, following retaliation for U.S.-Israeli strikes. * The closure coincides with increased Iranian military warnings, past threats, and escalating conflict since February 28. * The Strait is crucial for oil-producing countries including Iran, Iraq, Qatar, and UAE; its closure risks global energy security, food security, and economic stability. * Iran's military capacity, including fast attack craft, drones, and mini submarines, makes secure escort of ships challenging, especially long-term. * Countries including the US, France, and UK are considering naval support options; previous regional chokepoints like Bab al-Mandab have seen disruptions from smaller groups like Yemen's Houthis.
https://easternherald.com/2026/03/14/putin-iran-new-leader-caspian-summit-meeting/ - * Russian President Vladimir Putin could hold his first meeting with Iran’s new Supreme Leader, Ayatollah Mojtaba Khamenei, at an upcoming Caspian summit. * The potential bilateral talks are under discussion amid regional geopolitical shifts and Iran’s leadership transition. * The summit involves the Caspian Sea littoral states, with discussions on regional security, economic cooperation, and energy projects. * Relations between Russia and Iran have expanded into a strategic partnership with emphasis on military, economic, and energy cooperation. * The meeting, if confirmed, would symbolise the continuation of Russia–Iran strategic relations despite leadership changes in Iran.
https://www.businesstoday.in/india/story/west-asia-conflict-iran-grants-safe-passage-to-two-indian-flagged-lpg-tankers-shivalik-nanda-devi-through-hormuz-520599-2026-03-14?utm_source=rssfeed - * Iran has granted two Indian-flagged LPG tankers, Shivalik and Nanda Devi, safe passage through the Strait of Hormuz. * The move follows discussions between Indian Prime Minister Narendra Modi and Iranian President Masoud Pezeshkian. * Iran maintains a strict 'no-exit' policy but has allowed Indian vessels amid recent regional conflict. * Iran's Foreign Minister claimed the US has been pressuring India to stop oil imports from Russia. * The Strait of Hormuz remains a critical global energy chokepoint with around 20-50% of India’s oil imports passing through it.
https://www.middleeasteye.net/live-blog/live-blog-update/iran-warns-retaliation-against-us-linked-oil-sites-if-energy-sector - * Iran warns retaliatory strikes on facilities owned by US-connected companies if its oil and energy infrastructure is attacked.
https://www.businesstoday.com.my/2026/03/14/trump-says-us-navy-will-soon-escort-tankers-through-straits-of-hormuz/?utm_source=rss&utm_medium=rss&utm_campaign=trump-says-us-navy-will-soon-escort-tankers-through-straits-of-hormuz - * President Donald Trump states US Navy will soon escort tankers through the Strait of Hormuz. * Trump describes US bombing of Iran’s Kharg Island as 'totally obliterated', but oil infrastructure was not targeted. * Iran has launched drone and missile attacks on Israel and Gulf neighbours amid ongoing conflict. * War between Israel and Hezbollah continues, with casualties reported in Lebanon. * Oil prices spike due to halted maritime traffic through the Strait of Hormuz. * Trump warns that any interference by Iran or others will prompt reconsideration of escort decisions.
https://www.oilandgas360.com/gulf-oil-producers-have-already-lost-15-billion-since-the-start-of-the-war/#utm_source=rss&utm_medium=rss&utm_campaign=gulf-oil-producers-have-already-lost-15-billion-since-the-start-of-the-war - * Gulf oil producers have lost at least $15.1 billion in revenues since the war began, according to Kpler estimates cited by the Financial Times. * The closure of the Strait of Hormuz since March 1 has cut off millions of barrels of crude oil and refined petroleum products daily, and 20% of global LNG supply. * Qatar halted LNG production at Ras Laffan and issued force majeure notices; 20% of global LNG is trapped in the Gulf. * Gulf producers have shut in about 10% of daily global oil production, with further losses expected due to attacks and infrastructure expansion. * Gulf countries have slashed their combined oil output by at least 10 million barrels per day; alternative routes are insufficient to offset these losses.
https://www.businessreport.com/article/global-lng-scramble-intensifies-as-middle-east-war-disrupts-supply - * The war in the Middle East has disrupted Qatar’s Ras Laffan export facility and halted shipments through the Strait of Hormuz. * Around 20% of global LNG supply is temporarily sidelined. * Prices are climbing as cargoes are redirected and demand increases in Europe and Asia. * Major producers U.S. and Australia are operating near full capacity. * Market risks include potential supply deficits, volatile trade flows, and inflation concerns.
https://www.businessreport.com/article/global-lng-scramble-intensifies-as-middle-east-war-disrupts-supply - * The war in the Middle East disrupts Qatar's Ras Laffan LNG export facility and shipping through the Strait of Hormuz. * About 20% of global LNG supply is temporarily sidelined. * Prices are climbing due to disrupted supply, and cargoes are being redirected. * Europe and Asia face increased competition for LNG, with energy demand rising. * Analysts warn the market could face a supply deficit if outages continue, impacting prices and economic stability.
https://www.businessreport.com/article/global-lng-scramble-intensifies-as-middle-east-war-disrupts-supply - * The war in the Middle East disrupts Qatar’s Ras Laffan LNG export facility and shipping through the Strait of Hormuz. * About 20% of global LNG supply is temporarily sidelined. * Cargoes are being redirected, and prices are rising. * Europe and Asia compete for LNG, with hotter weather increasing energy demand. * Analysts warn that persistent outages could lead to a supply deficit, impacting markets and inflation.
https://www.decouple.media/p/ras-laffan-and-the-arctic-metagaz - * Ras Laffan LNG terminal in Qatar declared force majeure after a $50,000 Iranian drone attack, producing 19% of global LNG in 2024. * A Ukrainian drone struck the Russian LNG carrier Arctic Metagaz, the first successful attack on such a vessel. * Attacks highlight vulnerabilities in LNG supply chain, especially in Asia with limited storage and no strategic reserves. * Qatar shares the North Field with Iran, with shared geology influencing extraction; Qatar's expansion plans are now under force majeure. * The US shale revolution underpins global energy stability, enabling sanctions and geopolitical actions without severe domestic shortages.
https://www.thehindubusinessline.com/economy/logistics/28-indian-vessels-with-lng-lpg-and-crude-stranded-near-hormuz/article70738142.ece - * 28 Indian vessels carrying LNG, LPG, and crude are stranded in the Persian Gulf amid escalation in West Asia, halting transit through the Strait of Hormuz. * 22 of these vessels are directly linked to India’s energy supply, including 3 LNG, 11 LPG, and 8 crude oil tankers. * Around 2,15,000 tonnes of LNG, 4,15,000 tonnes of LPG, and approximately 17.5 lakh tonnes of crude are stranded. * The Strait of Hormuz is now a high-risk security zone, with Iran preventing ships from transiting. * Authorities are monitoring the situation and planning evacuations for some vessels, highlighting India’s energy vulnerability.
https://www.turkishminute.com/2026/03/13/attacks-on-stations-tied-to-turkstream-could-affect-gas-supplies-to-turkey-russian-expert-says/ - * Attacks on compressor stations in southern Russia linked to TurkStream and Blue Stream pipelines could disrupt gas supplies to Turkey and parts of Europe. * 12 attacks targeted infrastructure over two weeks, with Ukraine blamed by Gazprom. * Gas flows continued despite attacks, with infrastructure being repelled. * Turkey relies on Russian pipeline gas but is diversifying supplies with other sources and LNG. * Disruptions could increase dependence on LNG and tighten gas markets amid Middle East conflicts.
https://www.df.cl/senal-df/el-deal/conflicto-en-medio-oriente-tensiona-al-mercado-global-de-gnl - * The escalation of conflict in Iran and the Strait of Hormuz impacts the global LNG market. * QatarEnergy suspended activities at Ras Laffan complex on March 2, affecting 20% of global LNG exports. * Liquefied natural gas prices in Europe rose over 50%, with logistics costs surpassing US$300,000 per day. * The international LNG trade reached 406 million tonnes in 2024, with demand concentrated in Asia. * Asia accounted for 69% of LNG imports in 2024; China and India are major consumers, importing from Qatar and other sources. * Europe's LNG imports decreased 19% in 2024; new US projects aim to diversify supply. * Chile's energy system remains stable, relying on Argentine gas and US LNG contracts.
https://www.thehindubusinessline.com/economy/logistics/28-indian-vessels-with-lng-lpg-and-crude-stranded-near-hormuz/article70738142.ece - * 28 Indian vessels carrying LNG, LPG, and crude oil are stranded in the Persian Gulf region due to transit halt through the Strait of Hormuz. * The ships include 3 LNG carriers, 11 LPG carriers, and 8 crude oil tankers, carrying approximately 2,15,000 tonnes of LNG, 415,000 tonnes of LPG, and 17.5 lakh tonnes of crude oil. * The Strait of Hormuz is now classified as a high-risk maritime security zone; Iran prevents ships from transiting. * 24 of the vessels are located in the Persian Gulf, with some in the Gulf of Oman; 8 belong to the Shipping Corporation of India. * Indian authorities are monitoring the situation, with plans for evacuation and ensuring safe passage if necessary.
https://www.lngindustry.com/small-scale-lng/13032026/wood-mackenzie-middle-east-conflict-drives-european-power-price-volatility-as-gas-disruption-removes-15-million-t-lng-weekly-from-global-markets/ - * Gas supply disruption from Middle East conflict affects European power markets, with prices surpassing €50/MWh. * Disruption removes approximately 1.5 million tonnes per week of LNG from global markets, representing 19% of exports. * TTF gas prices soared above €55/MWh following QatarEnergy's force majeure declaration. * European reliance on gas for power price-setting remains significant despite increased renewable and low carbon supply. * Policy measures and energy security priorities are evolving in response to ongoing disruptions and potential conflicts.
https://shippingmatters.ca/lng-canada-ramps-up-exports-as-asian-gas-supply-tightens/ - * LNG Canada has ramped up exports to Asia in early March due to tight global LNG markets. * The Kitimat facility in B.C. shipped five cargoes in March, with destinations including Japan, South Korea, and the Philippines. * The facility operates near its full capacity of 14 million tonnes annually. * Qatar halted shipments following disruptions in tanker routes through the Strait of Hormuz. * Shorter shipping times via Pacific routes position LNG Canada to help fill Asian supply gaps and benefit from higher LNG prices.
https://www.lngindustry.com/small-scale-lng/13032026/wood-mackenzie-middle-east-conflict-drives-european-power-price-volatility-as-gas-disruption-removes-15-million-t-lng-weekly-from-global-markets/ - * Gas supply disruption from the Middle East conflict causes European power price volatility, with TTF prices above €50/MWh. * Disruption removes approximately 1.5 million tonnes of LNG weekly, affecting global markets. * European gas prices soared above €55/MWh following QatarEnergy's force majeure declaration. * European power sector reduction in gas dependence has limited impact on marginal prices, with gas still critical. * Policy measures and energy security strategies are being intensified in response to ongoing supply concerns.
https://ceenergynews.com/oil-gas/ember-eu-gas-fired-power-costs/ - * The Ember think tank reports that European gas-fired power costs increased by 50 per cent within ten days of the Middle East conflict.* Gas prices at the Dutch TTF averaged 45 euros/MWh, up from 31 euros/MWh, in early March.* The conflict has contributed approximately 2.5 billion euros to fossil fuel costs in Europe in ten days.* Gas prices have driven up the cost of gas-fired electricity generation by over 50 per cent.* Countries relying heavily on gas are most affected; interconnected grids mean all countries experience some impact.* The rise in gas costs doubles the impact of EU ETS carbon costs on gas-fired electricity.
https://www.budapester.hu/ausland/mehr-gas-aus-dem-osten/ - • Hungary's foreign minister discusses energy issues with Romania’s vice-premier in Budapest. • Tensions escalate due to Ukrainian attacks on Turk Stream and alleged political interference by Ukraine. • Hungary considers a complete energy blockade via pipeline disruptions. • The country aims to expand energy trade with Romania, with current negotiations on the Neptun field in the Black Sea. • Hungary’s gas imports from Romania reached around 1.5 billion m³ last year, with attempts to increase supplies hindered by Romania’s national interests.
https://www.fxstreet.com/news/natural-gas-lng-disruption-keeps-ttf-elevated-commerzbank-202603131215 - * The Strait of Hormuz closure has halted Qatari LNG shipments, accounting for around one-fifth of global supply. * The halt has caused the TTF natural gas price to rise to nearly EUR 70/MWh, a three-year high. * Asian buyers are expected to switch to US LNG, increasing competition for European customers. * Russia may redirect LNG exports from Europe to Asia. * The TTF price is expected to normalise once Qatar resumes LNG shipments.
https://www.fxstreet.com/news/natural-gas-lng-disruption-keeps-ttf-elevated-commerzbank-202603131215 - * The Strait of Hormuz closure has halted Qatari LNG shipments, accounting for around one-fifth of global supply. * This disruption has resulted in the TTF natural gas price reaching nearly EUR 70/MWh. * Asian buyers are expected to increase LNG imports from the US, while Russia may redirect LNG flows from Europe to Asia. * The TTF price is forecasted to normalise once Qatar resumes its LNG shipments. * The article discusses LNG shipping flows, cargo routing patterns, and disruptions affecting natural gas prices.
https://www.kp.ru/daily/27764/5221344/?from=twall - - Kremlin spokesperson Dmitry Peskov states there were drone attacks on the 'Russian' compressor station, affecting the South Stream pipeline, describing them as reckless acts by Kiev. - These incidents occur amid comments by Donald Trump about potentially lifting US sanctions on Russia related to oil and gas supplies. - Gazprom reports 12 attacks on compressor stations over the past two days, impacting gas delivery via the Turkish Stream and Blue Stream pipelines. - The events highlight tensions over Russian gas transit infrastructure and geopolitical influence.
https://www.fxstreet.com/news/natural-gas-lng-disruption-keeps-ttf-elevated-commerzbank-202603131215 - * Strait of Hormuz closure halts Qatari LNG shipments, accounting for about one-fifth of global supply. * TTF natural gas price reaches almost EUR 70/MWh, a three-year high. * EU's direct exposure to Qatar is limited, but Asian buyers may increase US LNG imports. * Russia considers redirecting LNG exports from Europe to Asia. * Price normalisation depends on Qatari LNG resumption.
https://anytvnews.com/news/government-keeping-an-eye-on-gas-crisis-situation-under-control-suresh-khanna/ - * Uttar Pradesh Finance Minister Suresh Khanna stated the gas crisis is due to international conflict but there is no shortage of gas.* "A committee led by the Home Minister, including Petroleum and Foreign Ministers, is overseeing the situation." * A ship carrying 135,000 metric tons of oil arrived, enough for small countries.* * Prime Minister Narendra Modi affirmed efforts to safeguard energy security amid disruptions caused by Iran war.* * The government has increased strategic petroleum reserves since 2014.* * The Ministry of Petroleum and Natural Gas announced measures for uninterrupted supply, including distributing 50 lakh LPG cylinders daily.
http://thearabweekly.com/iran-war-one-taco-too-far - ['* The US-Israeli attack on Iran on February 28 triggered regional war and energy disruptions.', '* Oil production and supply chain infrastructure remain damaged with long-term recovery expected.', '* Strait of Hormuz closure during conflict marks a historic disruption in global energy flows.', '* US equities have shown resilience, but global markets experienced declines amid geopolitical tensions.', "* The conflict's impact may lead to lasting economic effects similar to the 1970s oil shocks and stagflation risks."]
https://www.scmp.com/news/world/europe/article/3346523/uk-says-russia-iran-trying-hijack-global-economy-amid-hormuz-blockade?utm_source=rss_feed - * UK Foreign Secretary Yvette Cooper states Russia and Iran are trying to 'hijack the global economy'. * Iran continues to blockade the Strait of Hormuz, affecting oil shipping routes. * Oil prices have risen to around US$100 per barrel, threatening global inflation. * UK links Iran-Russia cooperation in technology and tactics to the economic threat. * The statement was made during Cooper’s visit to Saudi Arabia, highlighting international concerns.
https://ca.news.yahoo.com/dubai-under-attack-building-uae-103221275.html - * Explosions in Dubai’s financial centre caused by debris from intercepted kamakaze drones, with no injuries reported. * Dubai has been targeted multiple times since the beginning of the war between Iran and the US/Israel. * Iran’s military claimed targeting banks and financial institutions in the Middle East—attack in Tehran and drone strikes in Saudi Arabia. * The conflict has led to increased military activity in Iran, Israel, and US military operations in the Gulf. * UK warns nationals in the UAE regarding restrictions on sharing war-related images amid ongoing regional hostilities.
https://nfcihospitality.com/lpg-gas-shortage-in-india/ - * India faces LPG gas shortage in cities including Mumbai, Bengaluru, Chennai, Kolkata. * Shortages due to global conflict affecting gas supply from West Asia, especially through Strait of Hormuz. * Increased domestic LPG demand and dependency on imports have worsened the shortage. * Impact includes reduced restaurant operation, rising food prices, panic buying. * Prices of commercial LPG cylinders have increased; supply is prioritised for households and essential services. * Government and oil companies plan to increase LPG production and supply to critical sectors. * Global geopolitical tensions are influencing shipping routes and LPG availability. * Households are encouraged to adopt energy-efficient cooking practices.
https://www.almaghribtoday.net/314/074102-%D9%85%D8%AC%D8%AA%D8%A8%D9%89-%D9%8A%D8%A3%D9%85%D8%B1-%D8%A8%D8%A5%D8%A8%D9%82%D8%A7%D8%A1-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%85%D8%BA%D9%84%D9%82%D8%A7-%D9%81%D9%8A%D9%85%D8%A7-%D8%AA%D8%B4%D9%87%D8%AF-%D8%A5%D9%85%D8%AF%D8%A7%D8%AF%D8%A7%D8%AA-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%A3%D9%83%D8%A8%D8%B1-%D8%A7%D8%B6%D8%B7%D8%B1%D8%A7%D8%A8 - * Iran's new Supreme Leader, Ayatollah Khamenei, orders the Strait of Hormuz to remain closed. * The Iranian Revolutionary Guard commits to implementing the closure during ongoing conflict. * The war has caused the largest disruption in global oil supplies, halting nearly all navigation in the Strait. * Iran warns of potential long-term conflict and threats to oil and gas infrastructure in the region. * Multiple attacks on ships and infrastructure in the Gulf area have been reported, alongside US and Israeli military actions.
https://tribune.com.pk/story/2597379/defiance-from-iran-israel-and-the-us-as-middle-east-war-enters-second-week - * Iran's Supreme Leader Mojtaba Khamenei issues a vow to keep the Strait of Hormuz closed during escalating conflict. * Iran's military targets Iran’s major oil infrastructure in recent airstrikes. * Iran launches missile barrage towards Israel, despite Israeli and US claims of neutralising Iran's long-range weapons. * Geopolitical tensions increase as Iran, Israel, and the US all express defiance. * Oil prices spike by about 9% to $100 a barrel amid fears of global energy disruptions.
https://www.businesstoday.in/bt-tv/market-today/video/india-in-urgent-talks-with-iran-as-oil-lpg-tankers-stranded-near-strait-of-hormuz-520400-2026-03-13?utm_source=rssfeed - * India has initiated urgent diplomatic talks with Iran to secure the safe passage of over 20 oil and gas tankers near the Strait of Hormuz.
https://www.sanjuandailystar.com/post/wall-st-ends-sharply-lower-as-intensifying-iran-war-soaring-crude-prompt-selloff - * U.S. stocks declined amid tensions with Iran, with oil prices surging toward $100 per barrel, over 9% increase in crude futures. * Iran’s Supreme Leader Khamenei vowed to keep the Strait of Hormuz closed, causing the International Energy Agency to warn of the largest-ever oil supply disruption. * Major stock indices, including the Dow, S&P 500, and Nasdaq, fell more than 1.5%, with energy sectors gaining and industrials losing the most. * U.S. President Trump’s administration discussed waivers for the Jones Act to address rising fuel prices. * Federal Reserve’s upcoming meeting and economic projections are scrutinised amid inflation concerns and the Iran conflict.
https://www.n-tv.de/wirtschaft/Wirtschaftsinstitut-warnt-vor-deutlichem-Anstieg-der-Inflation-id30465892.html - * The Iran-Krieg affecting oil and gas supply routes, particularly the Strait of Hormuz, which has been blocked since February 28 by Iran's Revolutions Guard.* The blockade has driven up oil and gas prices globally.* The Economist from RWI-Leibniz-Institute warns that a prolonged conflict could lead to inflation reaching six percent and Germany slipping into a fourth year of recession.* A conflict exceeding four weeks could cause a peak oil price of 150 dollars per barrel.* If the conflict ends soon, inflation may peak at 3 percent, with gas storage filling risks increasing for winter.* The article highlights concerns over Germany's low gas storage levels and suggests establishing strategic reserves as a mitigation measure.
https://londonlovesbusiness.com/blockade-of-the-strait-of-hormuz-will-cause-significant-extra-costs-for-shipping-and-consumers/ - * Iran’s supreme leader, Mojtaba Khamenei, declares the Strait of Hormuz should 'remain closed', signalling escalation in regional conflict. * The statement highlights Iran’s intention to use control of the strait as strategic pressure, affecting global oil and gas flows. * Ian Baxter, Baxter Freight, states the conflict is increasing fuel prices, causing delays, and adding surcharges in logistics networks. * Disruptions affect shipping routes, port delays, and additional costs, with some vessels diverted via Cape of Good Hope. * The situation underscores regional tensions impacting global supply chains, with potential escalation risks.
https://mediaindonesia.com/internasional/870105/konflik-iran-israel-as-memanas-apa-dampak-besarnya-bagi-indonesia - * The conflict involving Iran, Israel, and the US is expected to have significant impacts on Indonesia, a major energy importer. * Indonesia faces risks of rising oil and energy prices, disruptions in supply chains, and economic uncertainty. * The conflict may accelerate global energy diversification efforts and affect international energy cooperation. * The conflict’s geo-economic implications include control over strategic routes like the Strait of Hormuz. * Rising oil prices and security risks are influencing global energy markets, impacting sectors such as transportation, industry, and food prices.
https://namibiadailynews.info/nyt-reports-iran-mining-hormuz-strait-tehran-denies-allegation/ - * Iran has reportedly begun laying mines in the Strait of Hormuz, a key waterway for global oil and gas, according to U.S. officials cited by the New York Times. * Iran's Deputy Foreign Minister denied the claim, asserting Iran is not mining the strait. * U.S. intelligence suggests Iran deployed smaller boats to place mines after larger vessels were targeted. * Iran's strategy is to lay mines faster than the U.S. can clear them, creating a deterrent for shipping. * Iran has sufficient small boats and mine layers to potentially deploy hundreds of mines. * Iran's new Supreme Leader called for the continued closure of the Strait and threatened to open new fronts with the US and Israel.
https://www.standartnews.com/biznes/skapiyat-gaz-razklashta-energiyniya-pazar-v-evropa-626755.html - * An analysis by Ember reveals that war in the Middle East impacts European gas prices and national energy costs. * Gas prices in Europe have increased by nearly 50% since the conflict began. * First ten days of the conflict led to an additional €2.5 billion in fossil fuel imports. * Countries heavily reliant on gas for electricity, such as Germany, Netherlands, Italy, and Belgium, face higher electricity prices. * Less affected countries include Spain, Portugal, France, and Scandinavia, which use more renewable and nuclear energy. * A debate arises over the EU Emissions Trading Scheme (ETS), with Italy calling for its suspension amid rising costs. * Analysts warn that removing the ETS could hinder energy transition efforts, emphasising that gas price increases are the primary driver of price shocks.
https://haitigazette.com/force-majeure-what-is-it-and-why-have-some-gulf-countries-invoked-it/ - * Gulf countries including Qatar, Bahrain, and Kuwait declare force majeure on gas exports following US-Israel war on Iran and Strait of Hormuz disruptions. * QatarEnergy halts gas liquefaction, Kuwait Petroleum and Bahrain’s Bapco Energies follow, causing global LNG market disruptions. * US LNG exporters possibly benefit financially; European and Asian markets face supply and price challenges. * Force majeure invoked due to shipping disruptions and regional military conflict; legal and contractual considerations discussed. * Uncertainty over the conflict’s duration impacts global energy prices and supply strategies.
https://haitigazette.com/force-majeure-what-is-it-and-why-have-some-gulf-countries-invoked-it/ - * Gulf countries including Qatar, Bahrain, and Kuwait have declared force majeure on gas exports following regional conflicts and shipping disruptions in the Strait of Hormuz. * QatarEnergy halted gas liquefaction on March 2; Kuwait Petroleum and Bahrain followed; India invoked emergency measures to redirect supplies. * The disruption is caused by US-Israeli military strikes against Iran and Iran’s threats to close the Strait of Hormuz. * Qatar’s declaration of force majeure has significantly impacted global LNG markets, causing prices to rise and expected shortages. * US LNG exporters may benefit with substantial windfall profits, while European and Asian markets face supply challenges and demand shifts.
https://wartakota.tribunnews.com/nasional/884502/irgc-rilis-rekaman-ledakan-kapal-tanker-di-teluk-persia-satu-korban-tewas - * IRGC reports attacking a tanker called Safe SIA near Persian Gulf on 12/3, resulting in at least one death. * IRGC released footage showing explosions and fire on the tanker. * The attack followed IRGC warnings after the vessel ignored navigation alerts. * The incident escalates tensions in the strategic Strait of Hormuz, a critical oil transit route. * Iran emphasises compliance with navigation regulations for ships passing through the region.
https://wol.com/strike-on-thai-tanker-in-strait-of-hormuz-may-be-message-to-the-u-s-analyst-says/ - *A Thai-flagged tanker in the Strait of Hormuz was struck by a missile, likely a C-802 Noor, resulting in a fire and damaged engine room.* *The strike, possibly without warning, indicates Iran's capability to target ships without mining the strait, according to analysts.* *Iran may have thousands of missiles and drones capable of targeting ships passing through the waterway, with some sent to Hezbollah.* *The incident occurred amid threats from Iran and warnings from the U.S. about closures of the Strait of Hormuz, which carries about 20% of global oil supply.* *Oil prices rose over 100 USD a barrel following the attack, with market volatility expected until safe passage is ensured.*
https://www.theborneopost.com/2026/03/13/amir-hamzah-govt-working-to-ensure-oil-supply-remains-secure-stable/ - * Malaysia's government aims to ensure domestic oil supply stability following regional tensions in West Asia. * Sufficient supply guaranteed until May, with efforts to secure additional supplies by Petronas and other oil companies. * Government prepared to intervene and bear higher subsidy costs. * Cabinet review focused on fiscal position and Iran's response to US and Israel attacks. * Conflict in West Asia erupted on Feb 28, involving attacks on Iran and US interests, affecting global energy routes.
https://www.business-standard.com/world-news/two-killed-by-drone-debris-in-oman-sirens-heard-at-turkiye-s-air-base-126031300426_1.html - * Two expatriate workers were killed by drone debris in Sohar, Oman, after a drone crashed in an industrial area. * Another drone was shot down during the same incident. * Sirens sounded at Turkiye's Incirlik airbase near Adana, a NATO facility. * Israel struck the Al-Zrariya Bridge in Lebanon used by Hezbollah for movement, aiming to prevent further threats. * Iran launched its 44th phase of Operation True Promise 4 against Israeli and US sites across West Asia, using Kheibar Shekan missiles. * US military officials underestimated Iran’s potential to close the Strait of Hormuz in response to US strikes, risking disruptions to energy supplies.
https://lenta.ru/news/2026/03/13/v-es-dopustili-postavki-energonositeley-iz-rossii/ - * Austria may reconsider its relationship with Russia and its role as an energy supplier amid the energy crisis, according to analyst Patrick Poppell.* * Poppell suggests that the current geopolitical situation might lead to a more pragmatic approach to energy supply negotiations.* * Austrian authorities are expected to review their energy supply systems and their cooperation with Moscow.* * Russian President Vladimir Putin states Russia is ready to work with Europe on oil and gas supplies, pending signals from Europe.*
https://www.nation.com.pk/13-Mar-2026/govt-jacks-rlng-price-22pc-amid-war - * The Pakistani government raised RLNG prices for March 2026 by more than 22 per cent, effective from March, due to geopolitical tensions in the Middle East. * The Oil and Gas Regulatory Authority (Ogra) announced the price hike for Sui Northern Gas Pipelines Ltd (SNGPL) and Sui Southern Gas Company Ltd (SSGC). * RLNG distribution prices for SNGPL increased by $2.217 per MMBtu to $13.55, and for SSGC by $2.264 per MMBtu to $12.534. * The price increase was attributed to higher international LNG prices and rising import costs, linked to the US-Israel war with Iran. * Pakistan’s RLNG imports from Qatar have been affected, with six cargoes scheduled for March not delivered due to regional tensions.
https://www.freemalaysiatoday.com/category/world/2026/03/13/saudi-forces-down-drones-after-iran-vows-to-target-oil-resources - * Saudi forces intercepted 28 drones after Iran threatened to attack oil resources and control the Strait of Hormuz. * Iran launched drone and missile attacks against neighbouring states including Saudi Arabia and Israel. * The International Energy Agency warned of possible supply disruptions; crude prices have risen 40-50% since late February. * Iran's supreme leader Mojtaba Khamenei called for using the Strait of Hormuz as leverage; he was reportedly wounded in the strike. * Attacks damaged fuel tanks in Bahrain, drones hit Kuwait’s airport and Dubai, and six French soldiers were wounded in Iraq.
https://thefinance.sg/2026/03/13/beaking-news-iran-weaponize-oil-trump-in-trouble/?utm_source=rss&utm_medium=rss&utm_campaign=beaking-news-iran-weaponize-oil-trump-in-trouble - • Iran’s Supreme Leader Mojtaba Khamenei announces the Strait of Hormuz will stay closed to exert pressure on the US and allies. • The Strait is a critical oil chokepoint, with 20% of global oil passing through. • Oil prices surged with Brent crude at $100.59 (+9.36%) and WTI at $96.10 (+10.14%). • Iran warns oil could reach $200 per barrel if conflict escalates. • Iran signals intent to prolong the conflict and leverage oil in negotiations. • The situation could impact energy markets, inflation, and global financial stability.
https://www.bta.bg/bg/news/economy/1082799-zavisimostta-na-es-ot-gaza-vodi-do-ryazko-poskapvane-na-elektroenergiyata-sochi - * A study by Ember highlights Europe's reliance on natural gas for electricity generation amidst regional conflicts. * Since the start of the Ukraine conflict, gas prices in Europe have increased by nearly 50%, adding approx. €2.5 billion in fuel import costs over ten days. * Countries heavily dependent on gas-fired power plants, such as Germany, Netherlands, Italy, and Belgium, experienced the highest energy price peaks. * Less dependent countries like Spain, Portugal, France, and Scandinavian nations saw smaller impacts. * The report discusses the EU carbon trading scheme (ETS) amid rising fossil fuel prices and Italy's call to suspend it temporarily.
https://news.abplive.com/news/india/delhi-ncr-gas-crunch-igl-cuts-commercial-png-supply-by-20-after-lpg-shortage-1830988 - * The fuel crisis in Delhi-NCR deepens due to escalation in geopolitical tensions in West Asia, impacting energy supplies. * Indraprastha Gas Limited (IGL) imposed a 20% reduction in commercial and industrial PNG supply from March 11, following government instructions. * The restrictions aim to conserve domestic fuel amid disruptions in global energy flows, with household supply remaining unaffected. * The move has caused disruptions in restaurants and hospitality sectors, especially in commercial hubs like Paharganj and Vasant Kunj. * The crisis is linked to conflict in West Asia and instability in the Strait of Hormuz, a key route for global oil and gas transport.
https://www.news18.com/world/india-in-talks-with-iran-for-safe-passage-of-around-28-merchant-vessels-through-hormuz-report-9957872.html - * India is engaged in negotiations with Iranian authorities to facilitate the transit of approximately 28 Indian-flagged merchant vessels stranded at the Strait of Hormuz. * Iran has not permitted Indian-flagged vessels to transit the Strait over the past four to five days amid escalating conflict in West Asia. * The Strait of Hormuz remains effectively shut to commercial shipping following increased military activity by Iran, relating to tensions with Israel and the United States. * Diplomatic talks have focused on shipping safety and energy security; Indian officials are monitoring vessels and crew safety. * The closure of the Strait has led to a spike in global energy prices due to its significance in international oil and gas shipments.
https://aif.ru/incidents/mo-rf-vsu-atakovali-kompressornuyu-stanciyu-russkaya-unichtozheny-10-bpla - * Russian forces neutralise 10 drones launched by Ukraine against the Russian compressor station 'Русская' in the Krasnodar region. * The attack occurred during the night of 12 March, with no damage reported. * The compressor station is critical for natural gas transit via the TurkStream pipeline. * The TurkStream pipelines supply gas to Turkey and south-eastern European countries. * The incident involves Ukrainian military activity and Russian air defence systems.
https://www.thenewslens.com/article/265636 - * The Middle East war and closures of the Hormuz Strait disrupt energy supplies, increasing global fuel costs. * Russia benefits from high oil prices and increased exports to China and India due to sanctions relaxations. * The conflict weakens US military focus on Ukraine, potentially favouring Russia's strategic position. * China maintains oil imports but faces risks to its export industries and maritime shipping routes. * Emerging economies face energy shortages and food security threats due to fertiliser supply disruptions.
https://www.legit.ng/world/asia/1700772-iran-warns-long-war-againt-global-economic-fallout/ - * Iran announced readiness for a long-term conflict amid escalating violence in the Middle East, targeting trade routes and economic centres. * Oil prices surged following attacks on shipping and the threat to the Strait of Hormuz, prompting the International Energy Agency to release 400 million barrels from reserves. * Tensions involved attacks on ships, Gulf infrastructure, and military strikes across Iran, Lebanon, and Saudi Arabia. * International leaders called for restraint as the security situation worsened, risking global energy markets. * Human casualties and regional instability increased, with civilian injuries and deaths reported in Iran and Saudi Arabia.
https://lenta.ru/news/2026/03/13/iran-prigrozil-unichtozhit-vse-neftegazovye-ob-ekty-ssha-na-blizhnem-vostoke/ - • Iran warned it would destroy all US-related oil and gas infrastructure in the Middle East if attacked. • The statement was made by a representative of the Iranian Armed Forces' central command, 'Khatam al-Anbia'. • The threat concerns Iran's energy infrastructure and ports, with a potential for regional infrastructure to be completely destroyed. • NATO's European commander, General Alexus Grinkevich, stated the US will respond firmly to Iran's actions and any assistance to Iran in attacks on US forces. • The escalation involves regional energy assets of strategic interest to US and Western allies.
https://alkambatimes.com/how-the-u-s-israel-iran-war-is-reshaping-global-politics-and-the-economy/ - * The conflict involving the United States, Israel, and Iran is causing significant shifts in Middle Eastern power dynamics and global economic stability. * Impact includes destabilisation of Iran, risks to the Strait of Hormuz threatening global oil supplies, and rising energy prices. * The war is affecting global shipping, aviation, tourism, and financial markets, accelerating deglobalisation and regionalisation trends. * Increasing cyber warfare and AI use are transforming modern conflict strategies. * Regional escalation risks involve Hezbollah, militias, and potential involvement of larger powers. * Possible short-term resolution through negotiations or longer-term escalation into regional or global war are discussed.
https://www.aljazeera.com/news/2026/3/12/iran-war-what-is-happening-on-day-13-of-us-israel-attacks?traffic_source=rss - * The US and Israel continue strikes on Iran, entering the 13th day of conflict. * At least 1,348 civilians have been killed in Iran since the attacks began. * Iran’s Supreme Leader Khamenei warns US bases will be targeted if not shut down. * Cyberattacks, maritime incidents in the Strait of Hormuz, and rising oil prices are impacting global markets. * Multiple Middle Eastern countries respond to the conflict with missile interceptions, drone attacks, and evacuations. * The US reports over $11.3 billion in military costs during the first week. * Israel conducts ongoing operations against Hezbollah and mobilises further strikes.
https://japannews.yomiuri.co.jp/politics/politics-government/20260312-316085/ - * Japanese government collects information on damage to Mitsui O.S.K. Lines ship in Persian Gulf, caused by unknown factors. * No injuries or major safety issues reported; damage considered slight. * The incident occurs amid ongoing tensions in the Strait of Hormuz, with reports of Iran possibly laying mines. * Japan’s Self-Defense Forces do not currently operate in the Strait of Hormuz; potential for future operations under self-defence laws. * Japanese companies express concern over regional stability affecting maritime safety and costs.
https://mobilenews24x7.com/2026/international/us-fully-prepared-to-escort-commercial-vessels-in-strait-of-hormuz-white-house/ - * The US is "fully prepared" to deploy naval escorts through the Strait of Hormuz if deemed necessary. * US military has destroyed over 20 inactive mine-laying boats; preparations for maritime security are underway. * Shipping activity has slowed following recent attacks and military exchanges. * A cargo ship was hit by an unknown projectile near Dubai; investigations are ongoing. * India is concerned about energy shipments and discusses regional tensions with Iran and other Gulf states.
https://www.zawya.com/en/business/commodities/helium-prices-soar-as-qatar-lng-halt-exposes-fragile-supply-chain-p45jv5ph - * Disruption at QatarEnergy's LNG facility leads to a halt and force majeure declaration, impacting helium supply.* * Helium prices have doubled since Middle East crisis began, with market signs of tightening supply.* * Qatar's helium production accounted for nearly one-third of global supply in 2025.* * Limited spare production capacity and storage leave buyers vulnerable to sustained disruptions.* * Major companies like Iwatani, Exxon Mobil, and others could see demand increases due to the supply shock.
https://www.middleeasteye.net/live-blog/live-blog-update/qatar-cuts-50-percent-workforce-major-lng-project-over-israeli-us-war - * Work at QatarEnergy’s North Field Expansion LNG project has slowed, workforce reduced to below 50 percent, due to security concerns linked to the Israel-US war on Iran. * Qatar halted production at its existing LNG facility and declared force majeure on shipments. * The North Field expansion aims to increase Qatar’s LNG output to 126 million tonnes per year by 2027. * Disruptions could impact global LNG supply and energy markets, given Qatar’s status as the second-largest LNG exporter.
https://oilgasleads.com/lng-shipping-disruption-sends-charter-rates-soaring-as-gulf-conflict-traps-carriers/?utm_source=rss&utm_medium=rss&utm_campaign=lng-shipping-disruption-sends-charter-rates-soaring-as-gulf-conflict-traps-carriers - * At least 20 LNG carriers are trapped in the Persian Gulf amid regional conflict. * The disruption is constraining global LNG shipping capacity and raising freight rates. * Daily charter rates for LNG carriers surged to over $200,000 from under $98,000. * The conflict has contributed to a 40% increase in LNG prices across Asian and European markets. * Industry executives warn the impact could last for months due to vessel positioning, insurance, and cargo delays.
https://tass.com/politics/2100589 - * On March 12, Ukrainian UAVs attempted to attack gas facilities supporting TurkStream and Blue Stream pipelines in Russia's Krasnodar Region, with no damage reported.* Russian air defenses downed ten Ukrainian UAVs during the attack.* Gazprom reported repelling additional drone attacks on its TurkStream and Blue Stream export facilities.* Experts suggest Ukraine aims to destabilise European energy supply and sell gas at higher prices amid a global energy crisis.* Previous attacks on Russian gas infrastructure occurred over the last two weeks without damage.
https://tass.com/world/2100675 - ['* Ukraine plans to block oil supplies from Russia via the Druzhba pipeline and attack the TurkStream gas pipeline.', '* Ukrainian actions aim to make energy supplies to Hungary impossible.', '* The TurkStream pipeline is critical for natural gas supplies to Hungary and other Central and Southeast European countries.', "* Ukraine's measures could impact gas flow to the region."]
https://tass.com/economy/2100771 - * Gazprom confirms repelled attack on facilities supplying gas via TurkStream and Blue Stream pipelines on 12 March 2026 in Russia. * Targets included Russkaya and Beregovaya compressor stations, critical for gas exports. * Multiple previous attacks reported, with efforts to disrupt gas supplies to Europe. * President Vladimir Putin warned of sabotage risks targeting these pipelines. * TurkStream is currently the sole route for Russian gas to Europe following Ukraine transit cease. * Pipeline details: Blue Stream (commissioned 2003, 16 bcm capacity), TurkStream (launched 2020, 31.5 bcm capacity).
https://www.novinite.com/view_news.php?id=237464 - ['* Bulgargaz submitted a proposal to raise natural gas prices by 5.12% for April.', '* The price would be EUR 34.27 per megawatt-hour if approved by the Energy and Water Regulatory Commission.', '* The proposed increase is due to disruptions in oil and gas supplies caused by the ongoing war in the Middle East.', '* Supply issues have affected international markets, including the TTF hub in the Netherlands and the Balkan Gas Hub.']
https://www.euronews.com/2026/03/12/global-baku-forum-opens-with-iran-war-raging-across-the-border - * The annual Global Baku Forum opened in Azerbaijan with calls for dialogue to end the Iran war. * Azerbaijan's President discussed threats to international law and the impact on energy security, noting Iran fired on ships. * Oil prices rose above $100 a barrel due to regional tensions, affecting global markets. * Azerbaijan increased gas supplies to the EU to compensate for disruptions from Iran. * Tensions between Azerbaijan and Iran’s strike on Nakhichevan are addressed through diplomacy. * Experts highlight the potential prolongation of the Iran war and its effects on Europe's focus on Ukraine.
https://asianews.network/lng-supply-crunch-worsening-for-singapore-and-asia-as-signalled-by-string-of-force-majeure-notices/ - * A series of force majeure notices issued by LNG suppliers, including Shell, threaten Singapore's LNG supply amid regional conflict.* QatarEnergy suspends operations at Ras Laffan LNG plant following attacks in the Middle East.* Strait of Hormuz closure impacts 19% of global LNG supply, mainly affecting Asia.* Singapore imported 6.7 million tonnes of LNG in 2024, with Qatar supplying 25%.* Singapore has a fuel stockpile, but specifics on size and duration are not public.* Logistical issues are complicating the rerouting of LNG carriers, with some trapped in the Persian Gulf.
https://www.dailymail.co.uk/news/article-15637667/Trump-promises-world-great-safety-soon-cargo-ships-hit-Strait-Hormuz.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Donald Trump pledged to protect the Strait of Hormuz after three cargo ships were hit by projectiles, amid rising tensions with Iran. * The US President claimed Iran has lost its navy, air force, and anti-aircraft capability, and stated the US has destroyed 58 Iranian naval ships. * Several vessels, including a container ship, bulk carriers, and a Thai vessel, were attacked or damaged by unknown projectiles, with Iran claiming responsibility. * The US and UK responded by releasing oil reserves and increasing military alerts in the region. * Iran launched missile and drone attacks on oil infrastructure and vessels, with interceptions by US forces.
https://asianews.network/lng-supply-crunch-worsening-for-singapore-and-asia-as-signalled-by-string-of-force-majeure-notices/ - * A series of force majeure notices from LNG suppliers signal worsening supply issues for Singapore and Asia. * QatarEnergy suspended operations at Ras Laffan LNG plant after regional conflict, affecting global LNG exports. * Strait of Hormuz closure due to regional hostilities has removed 19% of global LNG supply. * Singapore imports approximately 20% of its LNG from Qatar; disruptions are expected to impact supply. * Singapore has a fuel stockpile, but details on size and duration are undisclosed; measures are in place for supply stability.
https://www.straitstimes.com/world/middle-east/trump-and-iran-signal-no-quick-end-to-war-as-tankers-burn-in-iraqi-waters - * Iran attacked two fuel tankers in Iraqi waters, setting them ablaze and killing one crew member. * Iran warned of oil reaching US$200 a barrel in response to regional security issues. * Oil prices rose nearly 5% following threats to supply disruption, with global markets reacting. * The US and allies discussed escort options for ships navigating the blocked Strait of Hormuz. * The conflict involves Iran, US, Israel, and regional allies, impacting energy markets and regional security.
https://www.aspistrategist.org.au/ghost-of-gallipoli-us-warships-cannot-control-the-strait-of-hormuz/ - * The Strait of Hormuz will only re-open with Iran's consent, opposing US military control. * US Navy cannot control the strait due to Iran's anti-ship weaponry and mine-laying capabilities. * Iran has attacked 16 vessels in the region, closing the strait effectively. * US efforts to escort merchant ships face logistical and strategic challenges. * The article draws comparison to the 1915 Gallipoli campaign, emphasising the difficulty of land-based occupation. * Russia's support and strategic incentives to keep the strait closed are noted. * The article concludes Iran's position remains strong despite US military efforts, with implications for global energy supply, especially for Australia.
https://aif.ru/society/iran-zatyagivaet-udavku-ssha-popali-v-smertelnuyu-lovushku-ormuzskogo-proliva - * Напряжённость на Ближнем Востоке достигла пика из-за активности Ирана в районе Ормузского пролива. * США зафиксировали подготовку Ирана к минированию пролива с помощью минных заградителей и других средств. * Иран планирует оставить «коридоры жизни» для своих и дружественных судов, перекрыв фарватеры для США и их союзников. * Военный эксперт подтверждает, что Иран имеет до 6 тысяч морских мин и способен быстро их развернуть. * США, по мнению аналитиков, оказались в стратегической ловушке, что усложняет их возможность быстрого и масштабного ответа.
https://www.aljazeera.com/news/2026/3/12/five-vessels-attacked-amid-reports-of-iranian-drone-boats-sea-mines?traffic_source=rss - • Iranian boats attacked two fuel tankers near Iraq, causing fires and killing one crew member. • An Indian crew member on a US-owned tanker was killed during an attack. • Iran has deployed mines in the Strait of Hormuz, with US forces striking Iranian vessels. • The Strait of Hormuz has been sealed since Iran blocks oil shipments; Iran warns ships will be targeted. • Multiple vessels, including Thai and Japanese flagged ships, were struck by unknown projectiles in the Gulf and strait areas. • US Navy has refused military escorts due to high attack risk amidst Iran-US tensions.
https://www.omanobserver.om/article/1186009/opinion/international/is-europes-gas-demand-recovery-derailed - * Europe's largest gas consumers increased gas-fired power production in early 2026, but recent slowdown observed in March. * Gas consumption fell by about a third in March, influenced by high regional costs and above-normal temperatures. * Europe's gas inventories are at 27% of capacity, the lowest since 2022, requiring significant replenishment. * Qatar's LNG export suspension and low storage levels complicate Europe's supply security and demand outlook. * Industrial gas use remains subdued due to economic factors, with policymakers exploring measures to reduce reliance on imported gas. * Future gas demand remains uncertain, with potential dips due to weather and supply constraints.
https://www.tradingnews.com/news/natural-gas-futures-at-3b-usd-while-europe-burns - * Qatar's Ras Laffan LNG complex shutdown removes 20% of global LNG supply, causing supply shortfalls and price impacts. * European natural gas prices reached a three-year high of €63.77/MWh, then pulled back below €50/MWh, with further increases to about €52/MWh. * Asian LNG spot prices have hit three-year highs amid bidding wars for scarce supplies. * U.S. Henry Hub prices are at $3.258/MMBtu, with projections averaging around $3.80-$3.90/MMBtu for 2026 and 2027. * The global gas market bifurcation shows Europe and Asia facing supply disruptions, while U.S. prices remain relatively stable due to infrastructure constraints. * Geopolitical risks, including Iran's closure of the Strait of Hormuz and ongoing regional conflicts, are central demand-side factors. * European gas storage levels are below 30%, exacerbating energy security concerns. * The divergence in prices between U.S. and Europe cannot be arbitraged away in the short term due to capacity limitations. * European energy policy responses include considering price caps and emergency aid. * Crude oil prices are above $95 and moving upward, influencing natural gas prices; a sustained crude above $120 could trigger bullish momentum in gas futures.
https://tass.com/politics/2100563 - * Kremlin Spokesman Dmitry Peskov criticises Kiev's renewed drone attacks on the Russkaya compressor station. * The attacks targeted a facility crucial for the TurkStream pipeline, supplying gas to Turkey and other countries. * Gazprom reports attacks on multiple compressor stations, including Russkaya, Beregovaya, and Kazachya. * Over the past two weeks, Ukraine has repeatedly targeted Gazprom facilities in southern Russia. * The incidents threaten energy security in the region.
https://unn.ua/news/siiiarto-zvynuvatyv-ukrainu-v-atatsi-na-infrastrukturu-turetskoho-potoku - * Hungarian Foreign Minister Peter Szijjarto claims Ukraine attacked the Turkish Stream gas pipeline infrastructure in Russia, which supplies gas to Hungary. * Szijjarto states that without the pipeline, ensuring stable gas supplies to Hungary would be impossible. * He also accuses Ukraine of blocking oil transit through the Druzhba pipeline and conducting attacks that threaten Hungary's sovereignty. * Russian energy giant Gazprom reported a air attack on facilities supporting the Turkish Stream pipeline, including a compressor station in Krasnodar. * Hungarian authorities are returning Ukrainian diplomatic vehicles without cash or gold.
https://focus.ua/politics/746976-udar-po-tureckomu-potoku-siyyarto-obvinil-ukrainu-v-energeticheskoy-blokade-vengrii - * Hungary allegations against Ukraine regarding attempts to create an 'energy blockade' and attacks on the TurkStream pipeline infrastructure.
https://www.tradingnews.com/news/natural-gas-futures-at-3b-usd-while-europe-burns - * Qatar's Ras Laffan liquefaction complex, responsible for approximately 20% of global LNG supply, has ceased operations due to QatarEnergy issuing force majeure notices.* * The closure of Ras Laffan is the most significant energy event since Russia's gas cut to Europe.* * Geopolitical tensions with Iran and the Iran war have led to the functional closure of the Strait of Hormuz, disrupting global LNG and oil transit.* * European gas prices (TTF) surged over 60% in March, reaching €52/MWh, while US Henry Hub prices remain stable at $3.258/MMBtu.* * European storage levels are below 30%, and global liquefaction capacity cannot immediately compensate for Qatar's supply loss.*
https://oilgasleads.com/lng-shipping-disruption-sends-charter-rates-soaring-as-gulf-conflict-traps-carriers/?utm_source=rss&utm_medium=rss&utm_campaign=lng-shipping-disruption-sends-charter-rates-soaring-as-gulf-conflict-traps-carriers - * At least 20 LNG carriers are trapped in the Persian Gulf due to escalating regional conflict. * This disruption tightens global LNG shipping capacity and increases freight rates. * Daily charter rates have risen to over $200,000, up from under $98,000. * The disruption coincides with rising demand from Asia, causing a 40% increase in LNG prices in Asian and European markets. * Industry experts warn the impact could last for months due to vessel positioning, insurance, and cargo delays.
https://tass.com/politics/2100589 - * Ukrainian UAVs attacked Russkaya and Beregovaya gas compressor stations in Krasnodar region on March 12, with no damage caused. * Russian air defenses destroyed ten Ukrainian UAVs over Russkaya station early in the morning on March 12. * Gazprom reported repelled attacks on its facilities supplying gas via TurkStream and Blue Stream pipelines, also on March 12. * Previous attacks involving UAVs targeted similar infrastructure from February 24 onwards. * Experts suggest Ukraine aims to destabilise European energy supply and profit from gas sales amid the energy crisis.
https://tass.com/economy/2100771 - * Gazprom confirmed an attack on its TurkStream and Blue Stream pipelines' facilities, which was repelled on March 12, 2026 in Russia. * The attack targeted compressor stations Russkaya and Beregovaya, critical for gas export reliability. * Over the past two weeks, 12 attacks were reported on Russian compressor stations. * The Russian Defense Ministry alleged the Kiev regime's strikes aimed at disrupting European gas supplies. * The pipelines are the primary routes for Russian gas exports to Turkey and Europe, with TurkStream operational since 2020. * President Putin warned of possible sabotage attempts on these pipelines, and Budapest increased protection measures.
https://dohanews.co/totalenergies-halts-qatar-output-as-war-disrupts-middle-east-energy-flows/ - * TotalEnergies announced shutdowns affecting Qatar, Iraq, and offshore UAE production, reducing 15% of its global output.* * Regional escalation disrupts energy operations across the Middle East.* * Onshore UAE production continues as normal.* * Higher oil prices may offset the impact of the shutdowns.* * QatarEnergy halted LNG production and declared force majeure; similar notices issued to other LNG buyers.*
https://www.zerohedge.com/markets/situation-dire-half-available-global-lng-tankers-are-trapped-persian-gulf - * At least 20 LNG carriers, about half of the global fleet, are stranded in the Persian Gulf, impacting the LNG market. * Most ships are located off the UAE coast, with daily freight costs rising significantly. * The situation affects approximately 20% of global LNG exports from Gulf countries, with production halted at some facilities. * LNG prices are expected to increase further, with Asian and European markets affected. * Force majeure declarations and rerouting of shipments are causing supply disruptions in Asia and Europe.
https://www.newarab.com/news/explainer-force-majeure-gulf-energy-facilities - * QatarEnergy issued a force majeure notice suspending LNG production following attacks on Ras Laffan and Mesaieed facilities. * The disruptions, linked to conflict and war, could reduce supplies for weeks and affect global gas markets. * Force majeure allows contract suspension or reduction during uncontrollable events like war or attacks. * The declaration aims to avoid fines and compensation, but can lead to economic repercussions, especially in long-term contracts. * Reduced Gulf output is expected to raise LNG prices and disrupt global supply chains, impacting Europe and Asia.
https://blogdocemagia.blogspot.com/2026/03/tanker-war-is-back.html - * Iran has increased attacks on energy infrastructure and deployed mines in the Strait of Hormuz, which has been effectively closed for 12 days. * Two fuel tankers in Iraqi waters were attacked, raising the total ships struck since fighting began to at least 16. * Iran claimed oil could hit $200 a barrel, though current prices hover around $100. * The International Energy Agency agreed to release 400 million barrels from strategic reserves to address global supply disruptions. * The conflict is expected to alter countries’ energy strategies, highlighting the risks of dependence on oil and gas.
https://theconversation.com/iran-war-the-search-for-an-off-ramp-278253 - * Iran’s newly appointed supreme leader, Mojtaba Khamenei, states Iran is preparing to open new fronts and will continue blocking the strait of Hormuz. * The US and Iran are engaged in ongoing conflict, with US President Trump’s statements fluctuating on war progress. * US aims, as expressed by officials, include destroying Iran’s missile programme and navy, with implications for global geopolitics. * US involvement in the assassination of Iran’s former leader, Ali Khamenei, is reported to follow a long-standing pattern of using proxies. * The conflict threatens stability in the Gulf region, Gulf Cooperation Council states, and impacts oil markets and regional reputations.
https://dohanews.co/totalenergies-halts-qatar-output-as-war-disrupts-middle-east-energy-flows/ - * TotalEnergies shut down or is shutting down production in Qatar, Iraq, and offshore UAE, affecting around 15% of its global output amid regional escalation. * Affected areas include Qatar, Iraq, and offshore UAE operations, with onshore UAE production continuing normally. * The conflict has disrupted energy operations in the Middle East, with QatarEnergy halting LNG production and declaring force majeure. * TotalEnergies expects higher oil prices to offset production losses and is shifting future growth outside the Middle East. * Shell also declared force majeure on LNG cargoes from QatarEnergy, citing military attacks. * QatarEnergy indicated it may take weeks to months for LNG deliveries to return to normal even if conflict ends.
https://www.dailysignal.com/2026/03/12/dire-straits-for-midterms-gas-price-surge-troubles-senators/ - * Gas prices in the US have increased from $2.94 to $3.59 per gallon within a month, partly due to Iran-related tensions affecting oil shipments through the Strait of Hormuz. * US President Trump is releasing oil from the Strategic Petroleum Reserve in response to the rise. * US Senators discuss the impact of high gas prices on upcoming midterm elections and consider potential congressional actions, like suspending gas taxes. * Some Democrats and Republicans oppose or question the effectiveness of a gas tax holiday. * The conflict in Iran is seen as a geopolitical risk affecting energy security and market prices.
https://www.bairdmaritime.com/shipping/ports/dp-world-sees-rising-demand-at-red-sea-hubs-due-to-iran-tensions - * DP World expects increased volumes at its Red Sea terminals amid Iran conflict. * The conflict, nearing two weeks, involves US and Israeli airstrikes on Iran. * The Strait of Hormuz is shut, affecting tanker traffic and energy markets. * Jebel Ali in Dubai remains operational but with reduced vessel traffic. * The conflict disrupts global energy and transport markets, impacting oil routes.
https://www.bairdmaritime.com/offshore/drilling-production/totalenergies-output-down-15-per-cent-due-to-us-iran-war-confirms-uae-outages - * TotalEnergies has reported a 15 per cent decline in its oil and gas output.* *The decline is linked to the US-Israeli war with Iran, affecting fields across the Middle East.* *The outage includes offshore production in the UAE, which produces about half of its oil offshore.* *The crisis has led to widespread production cuts, with the UAE confirming outages.* *Qatar and Iraq have previously announced production cuts.*
https://maritime-executive.com/article/norway-bans-hormuz-transits-india-makes-a-deal-with-iran-for-safe-passage - * The Norwegian Maritime Authority imposes a transit ban on Norwegian-flagged ships entering the Strait of Hormuz due to security risks. * The ban takes effect Thursday, with other flags still allowed to transit based on owner assessment. * maritime authorities emphasise ship owner risk assessments and crew safety measures. * India is negotiating with Iran for safe passage of its tankers through Hormuz, with an initial batch of 20 vessels allowed. * India sources about 45% of its oil from the Arabian Gulf, and the agreement provides a critical energy security advantage.
https://indianpsu.com/us-lng-companies-windfall-profits-iran-war-qatar-lng-shutdown/ - * Qatar’s LNG exports halted for the first time since 2008 due to conflicts involving Iran, affecting Ras Laffan Industrial City. * The disruption has caused a surge in European gas prices, with prices for LNG cargoes doubling. * US LNG exporters, such as Venture Global LNG and Cheniere Energy, could generate up to $4 billion in windfall profits if disruptions continue for a month. * Market estimates suggest profits for US companies could reach $20 billion per month if the supply shock persists into summer. * Shares of US LNG companies have risen sharply amid expectations of increased demand and margins.
https://insiderpaper.com/totalenergies-says-shuts-15-of-gas-and-oil-production/ - * TotalEnergies has shut down 15% of its total oil and gas production due to the war in the Middle East. * Shutdowns occurred in Qatar, Iraq, and UAE offshore, representing approximately 15% of total output. * The company states higher oil prices will offset the loss in Middle East production. * Brent crude oil prices increased from around $60 per barrel to over $100 per barrel following the conflict. * The conflict, initiated on February 28 by US and Israel airstrikes against Iran, has affected maritime traffic through the Strait of Hormuz. * TotalEnergies is the world's third-largest liquefied natural gas (LNG) provider and is involved in oil and renewable energies.
https://elmercurio.com.ec/mundo-noticias/2026/03/12/el-nuevo-lider-supremo-de-iran-llama-a-mantener-cerrado-el-estrecho-de-ormuz/ - * The new Iranian Supreme Leader, Mojtaba Jamenei, urges maintaining a blockade of the Strait of Hormuz, after his appointment following his father's death. * The conflict, starting with US and Israeli airstrikes, has paralysed the Strait, affecting global oil supplies and causing market volatility. * Ongoing attacks and military threats from Iran and its allies impact regional security, including Bahrain, Oman, and Saudi Arabia. * Oil-producing Gulf countries have decreased production by at least 10 million barrels daily due to the blockade. * The US and other nations respond with strategic reserves releases and heightened military tensions, with continuing hostilities in the Gulf and Lebanon.
https://www.iraq-businessnews.com/2026/03/12/iraq-condemns-attacks-on-oil-tankers-in-territorial-waters/ - * Iraq's State Oil Marketing Organization (SOMO) reports attacks on two oil tankers within Iraqi waters, endangering maritime navigation and energy security. * Tankers SAFESEA VISHNU and ZEFYROS targeted while operating in Iraqi territorial waters, with ZEFYROS preparing to load additional cargo. * Iraq's Ministry of Oil highlights regional tensions' risks to global energy supplies and urges restraint to protect maritime routes. * Basra Oil Company states operations continue normally and implementation of precautionary measures is ongoing. * Iraq calls for keeping maritime routes and energy infrastructure out of regional conflicts to ensure economic stability.
https://www.zerohedge.com/markets/situation-dire-half-available-global-lng-tankers-are-trapped-persian-gulf - * At least 20 LNG carriers, nearly half the global fleet, are trapped in the Persian Gulf, causing soaring freight costs and market impacts. * Most are located off the UAE coastline, with ship positions and routes tracked by Bloomberg. * The situation is expected to last for a few months, with LNG prices rising and shipments diverted from Europe to Asia. * Major producers like QatarEnergy have stopped production, and companies such as Shell are declaring force majeure. * Asian countries, including Thailand, Bangladesh, Taiwan, and India, are procuring alternative LNG supplies due to disrupted Middle Eastern exports.
https://kashmirobserver.net/2026/03/12/india-in-touch-with-iran-for-safe-passage-through-hormuz/ - * India is in contact with Iran to secure safe passage for around 28 Indian-flagged vessels through the Strait of Hormuz. * Iran has not permitted any Indian-flagged ships to pass in the last four to five days, following its conflict with the US and Israel. * 24 Indian vessels with 677 seafarers are located west of the Strait, and 4 vessels with 101 seafarers are east. * Oil prices have surged after Iran’s partial blockade of the Strait, which handles about 20% of global oil and LNG. * The Indian government is assisting Indian nationals in Iran to travel to Azerbaijan and Armenia for their return to India.
https://www.newarab.com/news/explainer-force-majeure-gulf-energy-facilities - * QatarEnergy suspended LNG production following attacks on Ras Laffan and Mesaieed facilities due to regional conflict. * Disruptions could reduce supplies for weeks and impact global gas markets, especially in Europe and Asia. * Qatar's LNG export terminal has not shipped cargo for five days, longest since 2008, raising prices. * 'Force majeure' allows suspension of contractual obligations due to uncontrollable events like war and attacks. * These declarations aim to limit liability but can cause economic and supply chain repercussions globally.
https://tribune.com.pk/story/2597271/irans-new-supreme-leader-affirms-importance-of-hormuz-closure-vows-to-continue-attacking-us-bases - • Iran's new Supreme Leader Mojtaba Khamenei states the Strait of Hormuz will remain closed and vows to continue attacking US bases and regional enemies. • Iran's Revolutionary Guards claim responsibility for recent attacks on oil tankers and military targets, asserting the Strait will stay shut. • Oil prices rise above $100 a barrel, with Iran refusing to let oil through until US and Israeli attacks cease. • US President Trump claims 'we won' the war but offers no plan to reopen the strait. • Iran aims to impose prolonged economic shocks, with threats to the global energy supply chain.
https://www.businesstoday.in/world/story/iran-denies-laying-mines-in-hormuz-warns-nations-backing-aggression-wont-get-safe-passage-520377-2026-03-12?utm_source=rssfeed - * Iran's Deputy Foreign Minister denies mining activities in the Strait of Hormuz. * Days after US reports of Iranian minelaying vessels, UK officials suggest Iran may have started mining. * Iran has effectively closed the Strait of Hormuz, allowing only Chinese vessels through. * The closure has stranded around 20,000 seafarers; at least eight have died. * Iran's Supreme Leader states the Strait will remain closed and plans continued attacks on Gulf neighbours. * India engages in talks with Tehran to ensure safe passage for over 20 oil tankers, including LPG and crude oil.
https://www.dnaindia.com/india/report-us-israel-iran-war-latest-news-updates-pm-narendra-modi-says-it-is-test-for-entire-nation-as-india-faces-widespread-lpg-shortage-across-cities-energy-security-nxt-summit-2026-delhi-3203095 - * PM Modi addressed the NXT Summit 2026 in Delhi, emphasising India's efforts to strengthen energy security during the Iran war. * He highlighted the increase in India's strategic petroleum reserves since 2014 and efforts against LPG shortages. * PM Modi warned against black market profiteering related to energy products. * He described the Iran conflict as a global energy crisis and a test for the nation. * The speech occurred amidst debates on LPG supply and India’s energy policies.
https://dohanews.co/totalenergies-halts-qatar-output-as-war-disrupts-middle-east-energy-flows/ - * TotalEnergies announced shutdowns affecting production in Qatar, Iraq, and offshore UAE, cutting 15% of global output. * The shutdowns are due to regional escalation and conflict disruptions in the Middle East. * Onshore UAE production remains normal, with exports through the Fujairah terminal. * TotalEnergies stated higher oil prices could offset production losses, with future growth expected outside the Middle East. * QatarEnergy halted LNG production, declaring force majeure; Shell also declared force majeure on LNG cargoes from QatarEnergy. * Disruptions to LNG deliveries could last weeks to months, with impacts starting from April.
https://egyptian-gazette.com/world/eu-to-soften-gas-rules-to-help-secure-lng-supplies/ - * The European Commission plans to advise EU member states to be flexible in enforcing gas import rules, announced before March 18. * The guidance aims to prevent rules from delaying LNG shipments during the Iran crisis. * Current rules require LNG shipments from non-Russian sources to receive prior authorisation. * The move responds to fears of supply disruptions and aims to safeguard energy security for winter. * The guidance does not affect the EU’s phase-out of Russian gas.
https://egyptian-gazette.com/world/eu-to-soften-gas-rules-to-help-secure-lng-supplies/ - * The European Commission plans to guide EU governments on flexible enforcement of gas import rules before March 18. * The guidance aims to prevent rules from disrupting LNG deliveries during the Iran conflict. * EU seeks to ensure adequate storage and energy security for winter by avoiding delays in LNG shipments. * Current rules require prior authorisation for LNG shipments from non-Russian countries, involving proof of origin five days before arrival.
https://www.spectator.com.au/2026/03/the-iran-war-has-exposed-the-worlds-maritime-chokepoint/ - * The conflict with Iran has highlighted the risk of disruption to LNG supply passing through the Strait of Hormuz. * Qatar accounts for about a fifth of global LNG exports, mainly passing through this chokepoint. * The conflict has demonstrated the potential for major supply interruptions and price volatility. * Private energy traders are increasingly vital for energy security by responding quickly to disruptions. * NATO may need to enhance energy security measures as part of collective security strategies.
https://lenta.ru/news/2026/03/12/v-vengrii-obvinili-ukrainu-v-popytkah-dobitsya-energeticheskoy-blokady/ - * Hungary's foreign minister Peter Szijjarto alleges Ukraine seeks to impose a full energy blockade on Hungary. * Ukraine is accused of blocking Russian oil supplies via the Druzhba pipeline and actions against the Turkish Stream gas pipeline. * Szijjarto states Budapest aims to protect its energy security and opposes termination of fuel supplies. * Russia reports Ukrainian attacks on the Turkish Stream compressor station on 12 March. * The article involves geopolitical disputes related to energy infrastructure and transit routes.
https://www.haber7.com/dunya/haber/3611199-gazprom-ukrayna-turkakim-ve-mavi-akima-gaz-tasiyan-tesislere-saldirdi - * Gazprom reports Ukraine has conducted 12 attacks over the past two weeks on its gas infrastructure in Russia, targeting compressor stations connected to TurkStream and Blue Stream. * The attacks aimed to disrupt gas flow to Europe, using unmanned aerial vehicles. * Russian officials claim the attacks were repelled with no damage to the infrastructure. * Russian President Vladimir Putin linked the attacks to Ukraine's efforts to damage European gas supplies and planned assaults on TurkStream and Blue Stream pipelines.
https://en.interfax.com.ua/news/general/1151137.html - * Hungarian Foreign Minister Péter Szijjártó reports that Ukraine carried out attacks on the TurkStream pipeline in Russia, allegedly to influence Hungarian elections. * Szijjártó states the attacks targeted critical energy infrastructure vital for Hungary’s gas supply. * Ukraine reportedly conducts attacks on pipeline infrastructure to prevent non-Russian oil supplies to Europe. * Hungary relies on the TurkStream pipeline for about 8 billion cubic metres of gas annually from Russia. * Ukrainian officials confirm recent attacks on pipeline infrastructure, aiming to disrupt alternative supplies to Europe.
https://container-news.com/explainer-how-hormuz-was-reallocated/ - • Transit volumes through the Strait of Hormuz have fallen by 97% since late February. • US Navy refuses to provide merchant escorts, citing high attack risks. • Iranian-linked forces have conducted multiple attacks, deploying mines affecting insurance and shipping operations. • GPS jamming and spoofing impact over 1,100 vessels, degrading navigation and increasing attack vulnerability. • Iran continues to export oil to China, while Western operators face high attack exposure and suspension of Gulf services. • The Strait functions as a geopolitical filter, maintaining Chinese energy flow while excluding Western operators. • The disruption marks a shift from physical closure to strategic reallocation, posing unprecedented challenges to maritime law and naval strategy.
https://www.zerohedge.com/markets/situation-dire-half-available-global-lng-tankers-are-trapped-persian-gulf - * Approximately 20 LNG carriers, representing nearly half of the global fleet, are stranded in the Persian Gulf amid conflict, increasing freight costs and impacting global markets.* The situation is expected to persist for several months, affecting LNG prices and supply chains.* Production facilities operated by QatarEnergy have halted, with some vessels rerouted from Europe to Asia.* Major LNG suppliers, including Shell Plc, have declared force majeure, exacerbating supply shortages.* Asian countries are seeking alternative LNG sources, with disruptions forecasted for 2 to 4 months.
https://www.notiziegeopolitiche.net/qatar-stop-al-gnl-shell-e-altre-compagnie-dichiarano-forza-maggiore/?utm_source=rss&utm_medium=rss&utm_campaign=qatar-stop-al-gnl-shell-e-altre-compagnie-dichiarano-forza-maggiore - * Qatar suspends GNL production due to incident at QatarEnergy plant, affecting approximately 77 million tonnes annually. * Several international companies, including Shell and TotalEnergies, declare force majeure following the production halt. * The declaration allows companies to suspend or modify deliveries due to extraordinary events outside their control. * Immediate shipment plans for March remain unaffected, but disruptions may occur from April onwards with delays or cancellations. * The event occurs amid geopolitical instability in the Middle East and threatens to impact global gas supply and prices. * Qatar, the world's second-largest GNL exporter, supplies mainly Asian and European markets, with potential global supply reductions due to prolonged export interruption.
https://www.bairdmaritime.com/shipping/tankers/gas/asia-lng-scramble-pulls-cargoes-away-from-europe - * Asia's scramble for LNG due to Middle East conflict redirects cargoes away from Europe. * US shipment switching its destination from Europe to China, ending a tariffs-related halt. * Conflict involving US-Israeli attacks on Iran disrupts supply from Qatar. * Shiptracking shows tankers changing destination from Europe to Asia, including China. * Disruption caused by halted traffic through Strait of Hormuz.
https://www.borsonline.hu/kozelet/2026/03/megtamadtak-az-ukranok-a-torok-aramlatot-ez-a-vezetek-hozza-az-orosz-gazt-magyarorszagra - * A drone and external attacks targeted the Turkey Stream pipeline and related infrastructure in Russia, with twelve incidents reported in the past two weeks. * The attack was part of broader targeted actions against Russian energy infrastructure, including oil refineries, amid increased Ukrainian assaults on Russian facilities. * The city of Sochi experienced over 24 hours of drone attacks, according to local officials. * Turkey remains the sole transit route for Russian gas to Europe; Russian exports to Europe fell by 44% in 2025 amid EU energy import restrictions. * Serbia, Hungary, Slovakia, and Turkey continue to receive Russian gas via the Turkey Stream pipeline. * Serbia’s government has announced increased security measures, including military protection for the intermediate compressor station at Zsabar, which is critical for gas transit to Hungary, due to safety concerns.
https://www.borsonline.hu/kozelet/2026/03/magyarorszag-energiaellatasa-a-tet-az-ukranok-a-torok-aramlatot-tamadjak - * Ukraine launched a drone attack on a Russian gas facility in southern Russia, which supplies gas via the TurkStream pipeline. * The attack occurred on March 11 and targeted the Russkaja station near the Black Sea. * Russian officials stated that the attack aimed to disrupt gas deliveries to Europe; no infrastructure damage was reported. * The attack was part of a series of assaults on Russian energy infrastructure in recent weeks. * Hungarian Foreign Minister Szijjártó emphasised the critical importance of the TurkStream pipeline for Hungary’s gas supply, warning of potential supply issues if disrupted.
https://focus.ua/politics/746881-posyagatelstvo-na-suverenitet-siyyarto-obvinil-ukrainu-v-atake-na-tureckiy-potok - * Hungarian Foreign Minister Peter Sijarto claims Ukraine attacked the 'Turkish Stream' gas pipeline in Russia. * The attack allegedly targeted the compressor station 'Russian' on 11 March. * Russian Defence Ministry reports attacks using unmanned aerial vehicles aimed at the infrastructure. * 'Turkish Stream' is a gas pipeline from Russia to Turkey, completed in 2019. * Putin accuses Ukraine of preparing to sabotage 'Turkish Stream' and other pipelines.
https://www.pravda.com.ua/news/2026/03/12/8025118/ - * Hungary responds to Russia's allegations of Ukrainian attack on compressor station related to 'Turkish Stream'. * Hungarian Foreign Minister Peter Szijjártó states Ukraine attacked infrastructure vital for gas supply to Hungary. * Hungary relies on 'Turkish Stream' for gas, says the attack threatens its energy security. * Szijjártó claims blockade of transit via 'Druzhba' pipeline and attack on 'Turkish Stream' are serious violations of sovereignty. * The statement was made on 11 March, referencing Russian and Ukrainian tensions over gas transit routes.
https://en.interfax.com.ua/news/general/1151137.html - * Hungarian Foreign Minister Péter Szijjártó reported that Ukraine carried out attacks on the TurkStream pipeline in Russia, aiming to organise an energy blockade of Hungary. * Szijjártó claimed attacks are linked to Ukraine's efforts to interfere in Hungarian elections. * Hungary relies on the TurkStream pipeline for gas imports, with about 8 billion cubic metres annually. * The article references recent attacks on pipelines, including Druzhba and Naftogaz infrastructure, connected to Russia and Ukraine. * The situation has implications for gas supply security and European energy politics.
https://www.zerohedge.com/markets/situation-dire-half-available-global-lng-tankers-are-trapped-persian-gulf - * At least 20 LNG carriers, nearly half of the global fleet, are trapped in the Persian Gulf due to conflict, impacting supplies and raising prices.* Daily freight costs have increased from less than $98,000 to over $200,000.* LNG prices expected to rise further amidst supply disruptions and rerouting of shipments from Europe to Asia.* Qatar’s LNG production has been halted after an Iranian drone strike, affecting 20% of global exports.* Asian buyers are procuring additional LNG to mitigate ongoing supply disruptions.* The situation is expected to last 2 to 4 months, with significant impact on the global gas market.
https://www.ceskenoviny.cz/zpravy/moskva-utoky-kyjeva-na-energetickou-infrastrukturu-jsou-bezohledne/2798434?utm_source=rss&utm_medium=feed - ["* Kyiv's attacks on Russian energy infrastructure, including compressor stations for TurkStream and South Stream pipelines, are described as ruthless by Kremlin spokesperson Dmitrij Peskov.", '* Recent drone attacks targeted a compressor station in Russia, which was not damaged, according to reports.', '* Gazprom reported attacks on three compressor stations supporting TurkStream and Blue Stream pipelines over the past two days.', '* The Russian Ministry of Defence states Ukraine aims to cut gas supplies to Europe.', '* EU plans to end Russian gas imports by 2027; Russia threatens to halt supplies, currently selling through TurkStream.']
https://www.newarab.com/news/explainer-force-majeure-gulf-energy-facilities - * QatarEnergy issued force majeure notices after attacks on Ras Laffan and Mesaieed facilities, suspending LNG production. * Disruptions stem from ongoing war, affecting shipping routes and contractual obligations. * Global gas markets, especially Europe and Asia reliant on Qatar, face supply shortages and price increases. * Force majeure allows suspension of obligations in cases of war, attacks, or restrictions, subject to legal procedures. * Long-term and short-term disruptions influence global prices, supply chains, and economic stability. * Gulf region's reduced output could raise international energy prices and disrupt global markets.
https://www.crainsgrandrapids.com/news/energy/consumers-energy-to-seek-approval-for-2-natural-gas-plants-amid-data-center-proposals/ - * Consumers Energy plans to request regulatory approval for two new natural gas plants in Michigan, each generating 750 megawatts. * The utility will submit a long-range energy plan proposing over 13 gigawatts of renewable and clean resources by 2024. * The plan includes the closure of the last coal-fired plant in 2025 and is designed to support renewable integration and grid stability. * The new gas plants are intended to fill capacity gaps and support growth, especially for data centres and other load demands. * The proposal faces opposition from environmental groups and potential regulatory conflicts with laws increasing renewable target shares.
https://www.oilandgas360.com/weekly-gas-storage-03-6/#utm_source=rss&utm_medium=rss&utm_campaign=weekly-gas-storage-03-6 - * The EIA released a natural gas inventory report on March 6, 2026, showing a net decrease of 38 Bcf. * Working gas in storage was 1,848 Bcf, 141 Bcf higher than last year, but 17 Bcf below the five-year average. * All regions experienced an increase, except for the East and Midwest. * Only the Mountain and Pacific regions are above the five-year average. * The total working gas is within the five-year historical range.
https://startuptalky.com/news/adani-total-gas-shares-surge-37-gas-supply-concerns-gujarat-gas-mgl-rally/ - * Adani Total Gas shares increased by 37% over two days due to gas supply fears linked to Middle East tensions. * Global LNG disruptions from the Middle East, especially near the Strait of Hormuz, impact Indian LPG supplies. * The Indian government issued the Natural Gas (Supply Regulation) Order, 2026 prioritising household and CNG supplies. * City gas stocks such as Gujarat Gas and Mahanagar Gas also rose on market optimism. * Industry analysis suggests short-term supply tightness may support high-margin PNG and CNG businesses.
https://startuptalky.com/news/lpg-supply-crunch-forces-hcltech/ - • HCLTech permitted Chennai employees to work from home on 12–13 March due to LPG shortage. • Several cafeteria vendors temporarily closed because of limited LPG supply. • The LPG supply issue is partly related to geopolitical tensions from the Iran–Israel conflict. • Meta closed its Tel Aviv office due to Israel–Iran hostilities, affecting 900 employees. • Other tech companies like Nvidia and Amazon also instructed remote work in the Middle East.
https://www.iltempo.it/tv-news/2026/03/12/video/attacchi-iran-a-petroliere-colpita-anche-base-italiana-a-erbil-in-iraq-46771235/ - * An Iranian attack hit a petroleum plant and two ships in Bahrain, with an explosion reported in Dubai.* * An attack also targeted the Italian military base in Erbil, Iraq, causing no casualties but damaging structures.* * The UN passed a resolution demanding Iran cease its attacks.*
https://www.businesstoday.in/markets/stocks/story/iran-war-oil-gas-crisis-bhel-suzlon-adani-power-tata-power-agel-among-jms-top-picks-520318-2026-03-12?utm_source=rssfeed - * The rising military conflict in West Asia between the US-Israel and Iran has caused a sharp increase in crude oil prices and fears of natural gas supply shortages through Strait of Hormuz. * Indian LPG requirements are affected, with 44% unmet, mainly imported and impacted by the blockage. * The Indian government issued a Natural Gas (Supply Regulation) Order, 2026, to ensure equitable gas distribution for priority sectors. * House appliance stocks have risen recently, with experts recommending investment across traditional and renewable energy sectors. * Stocks including Adani Power, Tata Power, JSW Energy, and others surged 8-13% amid high energy prices and supply disruptions. * JM Financial provides buy ratings for multiple energy stocks, with targets, reflecting optimism due to ongoing geopolitical tensions.
https://www.thehindubusinessline.com/markets/stock-markets/auto-index-slides-over-3-mampm-maruti-eicher-tmpv-lead-fall-how-do-gas-supply-fears-weigh-on-the-sector/article70734473.ece - * The Nifty Auto index fell over 3%, with all constituents in the red, amid gas shortage fears and rising fuel costs. * Geopolitical tensions in West Asia, particularly around the Strait of Hormuz, have heightened concerns over natural gas supply disruptions. * Sector relies heavily on natural gas for manufacturing processes, and government restrictions on gas supplies raise production concerns. * Rising crude oil prices further threaten margins by increasing raw material and transportation costs. * Analysts warn supply disruptions could impact auto production timelines and profitability.
https://www.middleeastmonitor.com/20260312-iran-threatens-to-target-regional-ports-if-its-ports-are-attacked/ - * Iran’s armed forces threaten to target ports across the region if Iranian ports are attacked. * The threat is linked to potential conflict with Israel and the United States. * The spokesperson warned of a more severe operation if Iran's ports are attacked. * Iran called on regional countries to expel US forces. * US Central Command warned civilians against approaching Iranian ports along the Strait of Hormuz. * Iran announced the closure of the Strait of Hormuz and threatened to attack ships passing through.
https://www.itln.in/shipping/first-india-bound-crude-tanker-passes-through-hormuz-amid-iranus-war-1358375 - * The Liberia-flagged Shenlong Suezmax tanker navigated the Strait of Hormuz and arrived at Mumbai Port. * The vessel transported 135,335 metric tonnes of crude oil from Ras Tanura Port in Saudi Arabia. * This was the first India-bound tanker to pass through Hormuz since Iran–US tensions escalated. * The tanker switched off its AIS transponder while navigating the high-risk strait amid warnings from Iran. * The Strait of Hormuz remains a crucial energy chokepoint, with over 20 million barrels of crude passing daily. * Indian authorities monitor the region with a 24-hour control room; 28 Indian-flagged vessels operate near the region.
https://www.eldia.com/nota/2026-3-12-2-22-20-potencias-liberan-petroleo-para-bajar-precios-el-mundo - * La Agencia Internacional de la Energía (AIE) anunció la liberación de 400 millones de barriles de reservas estratégicas, la mayor de su historia. * La medida responde a la subida de precios provocada por la guerra con Irán y la paralización del tránsito en el estrecho de Ormuz. * La paralización del estrecho, que transporta cerca del 20% del petróleo mundial, se debe a ataques iraníes. * Los flujos de crudo y combustibles refinados en la región cayeron a menos del 10% de los niveles previos al conflicto. * La estabilización del mercado energético dependerá de la reanudación del tránsito marítimo en el Golfo Pérsico.
https://www.zerohedge.com/markets/middle-east-conflict-tightens-lng-supply-redirects-cargoes-asia - * The shutdown of key gas export facilities in the Middle East is tightening global LNG supplies, according to Bloomberg. * Ras Laffan in Qatar has halted production; shipping through the Strait of Hormuz disrupted, leaving about 20% of supply offline. * At least nine LNG cargoes originally bound for Europe have diverted to Asia since fighting began. * Europe needs LNG to rebuild storage, while Asian demand is rising due to hotter weather, causing surges in prices. * US projects like Golden Pass and expansions are progressing but will bring additional capacity only gradually. * Disruption reduces the chances of an LNG glut this year, with forecasts indicating potential market deficits.
https://curierulnational.ro/oprirea-productiei-de-lng-din-golful-persic-provoaca-unde-de-soc-pe-pietele-globale-de-gaze-cum-au-evoluat-preturile-in-romania/ - * QatarEnergy a oprit complet producția de LNG după atacuri drone iraniene, afectând 20% din exporturile globale, inclusiv pieţele europene și asiatice. * Perioada de neexportare a fost de cinci zile, cea mai lungă din 2008, şi a dus la creşteri masive ale prețurilor gazelor pe piețele mondiale. * Prețurile la gaze în Europa au atins valori mari, cu creșteri semnificative în hubul TTF și piața din România. * Reluarea producției de LNG în Qatar este estimată să dureze câteva săptămâni, menţinând volatilitatea prețurilor. * Analiști consideră că impactul asupra prețurilor pe termen lung va fi limitat, dar există riscul de deficit global dacă oprirea durează o lună.
https://www.thejc.com/news/world/un-security-council-iran-strikes-gulf-o6b0oaor - * The UN Security Council condemned Iran for strikes against Gulf states and interference with navigation through the Strait of Hormuz. * Bahrain's UN ambassador highlighted regional and global energy security concerns. * China and Russia abstained from the vote, criticising the resolution for imbalance. * Iran's ambassador accused the resolution of injustice and acts of aggression. * The US supported the resolution, despite not calling on Iran to halt strikes against Israel. * The International Energy Agency announced a record release of 400 million barrels from oil reserves to stabilise oil prices amid Iranian strikes.
https://www.channelstv.com/2026/03/12/war-nigeria-lng-cargo-diverted-again-as-asia-scrambles-to-replace-shortages/ - * A cargo of LNG from Nigeria was diverted from Europe to Asia due to disruptions caused by war in the Middle East. * The diversion marks the second between Monday and Thursday. * The conflict began with U.S.-Israeli attacks on Iran, affecting supply routes through the Strait of Hormuz. * Shiptracking data shows the Nigerian LNG cargo changed course from Croatia to Asia via the Cape of Good Hope. * Natural gas prices have surged globally, with European prices up to 30% and Asian spot prices up 68.52%, reaching a three-year high. * Qatar, a major LNG exporter, has seen supply disruptions, intensifying competition for cargoes between Atlantic and Pacific regions. * Nigeria’s LNG export revenue increased by 86% year-on-year to $2.7 billion in Q1 2025, driven by higher production and upcoming projects.
https://www.bairdmaritime.com/shipping/tankers/gas/asia-lng-scramble-pulls-cargoes-away-from-europe - ["* Asia's scramble for LNG due to Middle East war disrupts supply from Qatar.", '* Cargoes are being diverted from Europe to Asia, including China.', '* US shipment switched destination from Belgium to China, ending a year-long import halt.', '* Conflict began with US-Israeli attacks on Iran on February 28, affecting traffic through Strait of Hormuz.', '* Data from Kpler showed LNG tankers changing destination from Europe to Asia.']
https://www.zerohedge.com/markets/middle-east-conflict-tightens-lng-supply-redirects-cargoes-asia - * The shutdown of key gas export facilities in the Middle East is tightening global LNG supplies, according to Bloomberg. * Ras Laffan in Qatar has halted production, and shipping through the Strait of Hormuz is disrupted, affecting about 20% of global LNG supply. * LNG cargoes originally destined for Europe are redirected to Asia, with nine cargoes diverted since fighting began. * Market analysts warn that persistent disruption could result in a global LNG deficit, with US and Australian supplies operating at full capacity. * Prices in Europe and Asia have surged, raising concerns about inflation and economic impacts.
https://kenhorlor.blogspot.com/2026/03/coal-to-rescue.html - ['* Disruption to LNG shipments from the Persian Gulf, especially affecting Asia, prompts a shift to coal for energy security.', '* Coal prices increased above $140 per ton, reaching highest levels since November 2024, due to Middle East conflict and supply risks.', '* Oil prices surged above $100 for the first time since 2022 amid production curtailments and Strait of Hormuz closures.', '* Qatar’s LNG production shutdown has increased fuel switching demand in the power sector.']
https://bhaskarlive.in/gujarat-sets-up-panel-to-ensure-lng-lpg-cylinder-supply-amid-global-disruptions/ - * The Gujarat government has formed a high-level committee to secure liquefied natural gas (LNG) supplies due to global energy market disruptions caused by conflicts in West Asia. * The committee, led by Chief Secretary M.K. Das, will monitor LNG availability and coordinate with central authorities. * Domestic LPG cylinders will not be affected, as the government has sufficient stocks of LPG, CNG, petrol, and diesel. * Industries are expected to receive around 80% of their usual gas supply. * Measures include alternative arrangements for supply and actions against black marketing.
https://www.tz.de/politik/im-wahlkampf-unter-druck-pipeline-sorgt-fuer-spannungen-orbans-regierung-faehrt-harte-linie-gegen-kiew-zr-94213733.html - * Hungary's Prime Minister Viktor Orbán faces political issues over the Druzhba pipeline, which has been out of operation since 27 January following a drone attack in Ukraine.* * A Hungarian delegation was sent to Ukraine to discuss reopening the pipeline, causing tension with Kyiv and disputes over the delegation’s official status.* * Ukraine denies the delegation is official; a dispute arises over a planned visit to assess the pipeline's condition.* * Hungary demands immediate repair of the pipeline, which was damaged by Russian attacks, and blocks EU aid and sanctions on Russia.* * Ukraine suggests repairs will take at least a month, but Hungary questions this and seeks direct inspection.*
https://www.haber7.com/dunya/haber/3611307-rusya-ukrayna-turkiyenin-hatlarina-saldirdi - * Russia's Gazprom and Defence Ministry announced attacks on gas pipelines supplying Turkey via Ukraine on 10-11 March. * The targets included Ruskaya, Beregovaya, and Kazaçya stations near the Black Sea. * The attacks were thwarted by Russian air defence systems. * Kremlin issued a statement condemning Ukraine's actions amid global energy crisis. * President Vladimir Putin had previously warned of potential attacks on Turkish pipelines.
https://ekbis.sindonews.com/read/1686025/34/shell-dan-totalenergies-hentikan-pasokan-lng-qatar-pasar-energi-global-tertekan-1773277428 - * Shell and TotalEnergies declare force majeure on downstream customers receiving LNG from Qatar. * The measure follows QatarEnergy's suspension of LNG production at Ras Laffan on 2 March 2026 after a drone attack. * The attack targeted facilities in Mesaieed and Ras Laffan, causing production halts. * QatarEnergy announced the halts after the drone attack, which impacted infrastructure. * Shell, with a stake in Ras Laffan, partially declares force majeure; TotalEnergies has not responded.
https://peakoil.com/publicpolicy/shell-declares-force-majeure-on-lng-contracts-from-qatar - * Shell has declared force majeure on LNG cargoes from QatarEnergy. * Qatar announced a production halt at a facility producing 77 million tonnes per annum. * The production halt and force majeure notices extend disruption beyond QatarEnergy's direct contracts. * Shell and TotalEnergies have long-term partnerships with QatarEnergy, with production capacity expected to be boosted by 2027. * QatarEnergy's Energy Minister Saad al-Kaabi stated it could take 'weeks to months' to return to normal deliveries.
https://asian-power.com/in-focus/south-asias-107b-lng-buildout-risk-middle-east-tensions - * South Asia’s planned LNG expansion could threaten long-term energy security amid geopolitical tensions involving Iran, the US, and Israel. * Countries involved (India, Bangladesh, Pakistan) have a combined $107 billion in LNG terminals and pipelines announced or under construction. * Southern Asia accounts for 17% of global LNG import capacity under development, with notable pipeline and terminal expansions. * Geopolitical disruptions and price spikes may affect these economies, which are highly dependent on LNG imports. * Renewables are increasingly overtaking gas, with solar and green energy targets rising, reducing reliance on imported gas. * Experts warn that domestic renewable options are more affordable and reliable long-term alternatives.
https://www.fxstreet.com/news/sea-drones-target-oil-tankers-in-the-middle-east-as-conflict-risks-widen-reuters-202603112305 - * Naval drones used in attacks on oil tankers in the Gulf region since the conflict between US, Israel, and Iran erupted.* Iran is suspected in attacks and has showcased naval drone capabilities.* Iran warned of oil at $200 a barrel as its forces attacked merchant ships and shipping through the Strait of Hormuz was near standstill.* A drone assault hit a US diplomatic facility in Iraq, possible retaliation by pro-Tehran militias.* Oil ports have stopped operations, and market reactions show WTI up 2.47% to $87.38.
https://www.fxstreet.com/news/iranian-attack-targets-fuel-tanks-at-a-facility-in-bahrains-muharraq-202603120027 - * Iran has targeted fuel tanks at a facility in Muharraq Governorate, Bahrain. * Oman evacuated vessels from Mina Al Fahal after drones struck fuel tanks at Salalah Port. * The Salalah Port incident occurred on Wednesday, with some drones intercepted. * The incidents prompted market reactions, with crude oil prices rising, WTI up 7.35% to $93.32. * Bahrain's Interior Ministry stated authorities are taking necessary procedures.
https://vocal.media/journal/shell-declares-force-majeure-on-qatari-lng-deliveries-as-middle-east-tensions-disrupt-global-energy-trade - * Shell reportedly declared force majeure on some LNG deliveries sourced from Qatar, affecting global supply. * Disruption occurs amidst rising geopolitical tensions and security risks in the Middle East. * Qatar is a major LNG exporter, with its shipments critical to Europe and Asia. * The declaration can cause immediate market impacts including higher prices and supply shortages. * The event underlines vulnerabilities in the global LNG supply chain amid geopolitical instability.
https://ekbis.sindonews.com/read/1686025/34/shell-dan-totalenergies-hentikan-pasokan-lng-qatar-pasar-energi-global-tertekan-1773277428 - * Shell and TotalEnergies declare force majeure on LNG supplies from Qatar due to production halt following drone attack. * QatarEnergy stops LNG production at Ras Laffan on 2 March 2026 after drone attack. * Attack targets infrastructure in Mesaieed and Ras Laffan, causing production stoppage. * Shell's partnership with QatarEnergy at Ras Laffan involved in largest LNG facility. * Shell reports force majeure on some Asian contracts; TotalEnergies has not responded.
https://www.notiziegeopolitiche.net/qatar-stop-al-gnl-shell-e-altre-compagnie-dichiarano-forza-maggiore/?utm_source=rss&utm_medium=rss&utm_campaign=qatar-stop-al-gnl-shell-e-altre-compagnie-dichiarano-forza-maggiore - * Suspension of LNG production in Qatar impacts global energy markets. * QatarEnergy declared force majeure after production stop at a key LNG plant with 77 million tonnes annually capacity. * Major buyers include Shell and TotalEnergies, both long-term partners of QatarEnergy. * Estimated LNG withdrawals are around 6.8 million tonnes for Shell and 5.2 million tonnes for TotalEnergies. * Disruptions may affect shipments from April, with potential delays or cancellations due to ongoing instability.
https://peakoil.com/publicpolicy/shell-declares-force-majeure-on-lng-contracts-from-qatar - * Shell has declared force majeure on LNG cargoes from QatarEnergy. * Qatar announced a production halt at a facility producing 77 million tonnes per annum and declared force majeure. * Other buyers like TotalEnergies and Asian companies received force majeure notices. * OQ declared force majeure to its customer in Bangladesh due to halted supply. * Qatari supply disruptions could last 'weeks to months', affecting LNG deliveries in April.
https://www.dailyfinland.fi/worldwide/48250/Israel-begins-large-scale-strikes-in-Beirut-after-Hezbollah-rocket-attack - * Israel conducted a wide-scale wave of strikes on Beirut's southern suburbs and northern Israel following rocket barrages from Hezbollah and Iran. * Rocket attacks from Lebanon and missile strikes from Iran targeted northern, central, and southern Israel, prompting air raid alarms and rescue operations. * Iran's IRGC announced it will continue attacks on US and Israeli targets across the Middle East, claiming strikes on US bases in Kuwait, Bahrain, and Iraq. * Iran claimed responsibility for recent missile and drone strikes on Israeli and US military sites in the region, including Tehran and Haifa. * US President Trump described the US military operation in Iran as both a war and a short-term 'excursion', indicating ongoing strikes with no clear end date.
https://japantoday.com/category/world/oil-tankers-burn-near-iraq-as-iranian-strikes-defy-trump%27s-claim-to-have-%27won%27-the-war - ["* Iran set ablaze two oil tankers in Iraqi waters and attacked fuel tanks in Bahrain, amid escalation of Iran's attacks on oil and transport facilities across the Middle East.", '* The conflict involves US and Israeli air strikes on Iran, resulting in casualties and global energy market chaos.', '* Oil prices surged nearly 5% amid fears of supply disruption, with prices reaching around $90 to $120 per barrel.', '* Iran threatens to push oil prices to $200 per barrel, citing regional security destabilisation.', '* The Strait of Hormuz is blockaded, with Iran claiming control and US efforts to secure navigation and maritime routes.']
https://vocal.media/journal/shell-declares-force-majeure-on-qatari-lng-deliveries-as-middle-east-tensions-disrupt-global-energy-trade - * Shell reportedly invoked force majeure on LNG shipments sourced from Qatar due to geopolitical tensions and logistical disruptions. * The move affects global LNG supply, with potential impacts on prices and availability. * Qatar is a major global LNG exporter, with supplies reaching Europe and Asia. * Rising Middle East tensions and risks in shipping routes have increased concerns about energy infrastructure safety. * Immediate market effects include potential price volatility and supply shortages in Europe and Asia.
https://ekbis.sindonews.com/read/1686025/34/shell-dan-totalenergies-hentikan-pasokan-lng-qatar-pasar-energi-global-tertekan-1773277428 - * Shell and TotalEnergies declare force majeure on some LNG supply contracts from Qatar following production halt at Ras Laffan due to drone attack in March 2026. * QatarEnergy stopped LNG production at Ras Laffan plant after drone attack; Qatar Ministry of Defence reported targeting infrastructure in Mesaieed. * Shell, which has equity partnership with QatarEnergy at Ras Laffan, has declared force majeure on some contracts in Asia. * The disruption affects global LNG supply, contributing to pressure in energy markets.
https://peakoil.com/publicpolicy/shell-declares-force-majeure-on-lng-contracts-from-qatar - - Shell, the largest LNG trader, has declared force majeure on LNG cargoes from Qatar, Reuters reports. - QatarEnergy announced a production halt at a facility, declaring force majeure on shipments. - Other buyers, including TotalEnergies and Asian companies, received force majeure notices due to the halt. - OQ declared force majeure to Bangladesh, indicating supply disruptions extend beyond QatarEnergy contracts. - Qatar's energy minister estimates it will take 'weeks to months' to resume normal deliveries, impacting LNG supply from April.
https://peakoil.com/publicpolicy/mideast-conflict-may-hasten-europes-gas-divorce-from-russia - * The Iran war caused a surge in European gas prices, highlighting Europe's reliance on geopolitical risks. * QatarEnergy halted production, intensifying Europe's energy vulnerability. * US LNG is set to replace some Russian gas, increasing US influence in Europe. * EU plans to end Russian gas imports by 2027, though loopholes may extend dependency. * The Vertical Gas Corridor aims to diversify Central and Eastern European gas sources. * Infrastructure and tariff obstacles challenge the expansion of LNG imports. * Turkey's transit capacity and geopolitical stance impact Europe's LNG supply routes. * US exports are framed as vital to Europe's energy security amidst geopolitical conflicts.
https://hvg.hu/gazdasag/20260311_gazprom-dronok-torok-aramlat-ebx - * A drón támadás a Krasznodari területen található Russzkaja kompresszorállomást érte, amely a Török Áramlat egyik kulcsfontosságú pontja Európába irányuló gázhálózatában. * A támadást a Gazprom szerint sikerült meghiúsítani, a védelmi minisztérium szerint kilenc drónt lőttek le. * A támadások két hét alatt összesen tizenkét alkalommal érték a Török Áramlat és a Kék Áramlat létesítményeit Ukrajna által. * Kijev az infrastruktúrát gyakran veszi célba az ukránok, az energiabevételektől akarják megvágni Moszkvát. * A támadásokat Vlagyimir Putyin februárban már ismertette, mint a támadás kísérleteit. * A gázt Törökország mellett három európai ország veszi át, a Gazprom szerint. * A Barátság kőolajvezeték január óta nem működik az ukrajnai támadás miatt. * Az EU januárban elfogadott rendelete szerint 2027-től tilos az orosz földgáz és LNG importja az EU-ba.
https://www.haberler.com/guncel/gazprom-ukrayna-nin-dogal-gaz-tesislerine-12-saldiri-duzenlendi-19647916-haberi/ - • Gazprom bildirisine göre, Ukrayna'nın enerji altyapısına son iki hafta içinde 12 saldırı düzenlendi. • Saldırılar TürkAkım ve Mavi Akım doğalgaz boru hatlarına yönelikti ve püskürtüldü. • Saldırılar insansız hava araçlarıyla gerçekleştirildi ve Avrupa'ya gaz akışının etkilenmesi hedeflendi. • Rusya Savunma Bakanlığı, tesislerin zarar görmediğini açıkladı. • Vladimir Putin, Ukrayna'nın enerji altyapılarına saldırı planlarını dile getirmişti.
https://www.themoscowtimes.com/2026/03/11/gazprom-says-ukrainian-drones-attacked-turkstream-blue-stream-pipeline-facilities-a92204 - * Gazprom stated that Ukrainian forces repeatedly attacked infrastructure linked to TurkStream and Blue Stream pipelines in southern Russia. * The attacks occurred over the past two weeks, with the latest being a drone strike on the Russkaya compressor station. * Facilities targeted include Beregovaya and Kazachya compressor stations, located in Krasnodar region. * All attacks were repelled, and the pipelines continued to operate. * The claims have not been commented on by Ukrainian officials.
https://www.turkiyetoday.com/region/12-attacks-on-turkstream-and-blue-stream-infrastructure-repelled-gazprom-3216070 - * Gazprom announced that it has repelled 12 attacks on critical gas pipeline infrastructure in southern Russia, targeting facilities linked to TurkStream and Blue Stream.* The attacks began on February 24 and targeted the Russkaya, Beregovaya, and Kazachya stations.* The pipelines supply natural gas to Türkiye and Europe, with TurkStream carrying 31.5 billion cubic meters annually and Blue Stream 16 billion cubic meters.* Disruptions to Russian gas flows to Europe have increased following Ukraine's halted deliveries via Druzhba pipeline and the expiration of Ukraine transit deal.* The attacks occurred during a period of geopolitical tensions, including Iran's blockade of the Strait of Hormuz and conflicts involving Ukraine and Central Europe.* The security of these pipelines is vital for European energy supply and geopolitics.
https://vocal.media/journal/shell-declares-force-majeure-on-qatari-lng-deliveries-as-middle-east-tensions-disrupt-global-energy-trade - * Shell reportedly declared force majeure on some LNG deliveries sourced from Qatar, affecting global supply. * The move stems from geopolitical tensions and logistical disruptions in the Middle East. * Qatar is a major exporter of LNG, with flows through strategic shipping routes like the Strait of Hormuz. * Disruptions could lead to higher LNG prices, supply shortages, and increased energy costs, especially in Europe and Asia. * The event highlights the fragility of global energy supply chains and potential long-term shifts in LNG trading patterns.
https://tass.com/politics/2100133 - * Russia repeatedly informed Turkey about Kiev's plans to sabotage pipelines in the Black Sea. * Russian officials cited evidence of Kiev's sabotage plans against Blue Stream and TurkStream. * Russian company Gazprom reported attacks on pipelines and facilities in southern Russia. * Attacks occurred over the past two days and two weeks, involving multiple compressor stations. * The pipelines are of significant importance to energy security on the continent.
https://tass.com/politics/2100145 - * The Kiev regime's attacks on compressor stations of TurkStream and Blue Stream pipelines are reported. * Russian officials accuse Ukraine of responsible actions during what they describe as a global energy crisis. * Gazprom reports attacks over two days on three compressor stations: Russkaya, Beregovaya, and Kazachya. * Facilities in southern Russia have been subjected to at least a dozen attacks over two weeks. * The incidents are linked to the broader context of the energy crisis caused by geopolitical tensions.
https://tass.com/economy/2100125 - • Over the past two weeks, 12 attacks on Gazprom facilities supplying gas via Turkstream and Blue Stream pipelines to Turkey have been repelled. • The Russkaya compressor station and other stations in southern Russia were targeted. • Russian President Vladimir Putin warned of possible sabotage attempts on these pipelines. • Budapest decided to strengthen protection of energy facilities after Kiev's alleged sabotage preparations. • Turkstream is the only operational route for Russian gas to Europe following Ukraine transit cessation.
https://ekbis.sindonews.com/read/1686025/34/shell-dan-totalenergies-hentikan-pasokan-lng-qatar-pasar-energi-global-tertekan-1773277428 - * Shell and TotalEnergies declare force majeure on LNG supplies from Qatar following drone attack. * QatarEnergy halts LNG production at Ras Laffan from 2 March 2026 due to drone attack. * Attack targets infrastructure including Mesaieed power plant and Ras Laffan facilities. * Shell's partnership with QatarEnergy involves Ras Laffan, the world's largest LNG plant. * Shell reports force majeure on some contracts in Asia; TotalEnergies has not responded.
https://www.haber7.com/dunya/haber/3611199-gazprom-ukrayna-turkakim-ve-mavi-akima-gaz-tasiyan-tesislere-saldirdi - * Gazprom announced that Ukraine conducted attacks on its natural gas infrastructure in Russia. * Over the past two weeks, 12 attacks targeted compressor stations Russkaya, Beregovaya, and Kazaçya. * The attacks aimed to impact gas flow through TurkAkım and Mavi Akım pipelines. * Russian Defence Ministry stated attacks were carried out by drones and inflicted no damage. * Russian President Vladimir Putin accused Ukraine of planning to attack TurkAkım and Mavi Akım pipelines. * The aim of attacks was to influence gas flow to Europe.
https://www.indianewsnetwork.com/en/india-regulates-natural-gas-supply-middle-east-conflict-disrupts-energy-routes-20260311 - * India invokes Essential Commodities Act to regulate natural gas and LNG supply following conflict in West Asia disrupting shipments through Strait of Hormuz. * Emergency measures include dividing gas consumption into four priority categories to ensure supplies for households, transport, fertiliser, industrial and commercial sectors. * India faces LPG shortages due to reliance on Middle East imports passing through Strait of Hormuz; government discusses securing additional supplies. * Short-term measures include increasing LPG output at refineries, extending refill intervals, and redirecting imports to critical non-domestic users. * The situation underscores India’s dependence on Middle Eastern energy supplies and potential shifts towards alternative sources if disruptions persist.
https://energynow.com/2026/03/global-lng-hunt-intensifies-as-middle-east-war-cuts-supply/ - * The war in the Middle East has disrupted LNG exports, notably shutting down Qatar's Ras Laffan facility and halting traffic through the Strait of Hormuz. * About 20% of global LNG supply is affected, with a shift of shipments from Europe to Asia and supply shortages. * Suppliers including Shell declare force majeure due to halted flows, indicating widespread market impact. * Prices in Europe and Asia have surged, raising inflation fears and economic concerns. * US and Australian LNG supplies are near full capacity, limiting alternative sources, with new US projects still under construction. * Market analysts warn extended outages could lead to a global LNG supply deficit and delay anticipated oversupply this year.
https://thediplomat.com/2026/03/asias-energy-triage-amid-the-iran-war/ - * The Iran war has led to the effective closure of the Strait of Hormuz, impacting global oil and LNG supplies. * Major Asian economies are differentially affected, with China better positioned due to large crude stockpiles, renewables, and ongoing Iran–China talks. * Japan and South Korea face significant short-term energy shortages, particularly in LNG, prompting policy measures such as fuel price caps and emergency reserves. * Russia benefits by increasing reliance in Asia, boosting its oil revenues and supporting its war effort in Ukraine. * The crisis is expected to result in long-term structural shifts towards energy security, overland supply routes, and potential Chinese dominance in Hormuz.
https://www.jdsupra.com/legalnews/four-years-on-uk-announces-largest-9193671/ - - On 24 February 2026, the UK announced its largest sanctions package since 2022, marking the fourth anniversary of Russia's invasion of Ukraine. - The package targets Russian energy revenues, military supply networks, financial institutions, and key enablers of Russia’s war effort. - Approximately 300 designations were made, including entities in the oil, LNG, military, nuclear, and banking sectors. - It includes sanctions on major oil pipeline companies, shadow fleet operators, LNG exporters, and Russian banks. - The UK also introduced wind-down licences to facilitate the winding down of certain business activities related to designated entities.
https://www.oilandgas360.com/a-crude-awakening-what-carlyles-new-joule-order-means-amid-a-hormuz-shock/#utm_source=rss&utm_medium=rss&utm_campaign=a-crude-awakening-what-carlyles-new-joule-order-means-amid-a-hormuz-shock - * Carlyle’s note views Strait of Hormuz disruption as an inflection point for energy security and supply risks.* The article discusses a supply shock impacting global oil and LNG trade, with a focus on geopolitical risks.* It highlights the consequences of Hormuz blockage, including supply chain disruptions, insurance cancellations, and regional production shut-ins.* The article analyses hoarding behaviour, policy limitations, and market reactions, including price spikes and re-routing.* Investment insights include higher volatility premia, asset rotation towards infrastructure, and regional basis risks.* Near-term strategies emphasise resilience, diversification, and contract reassessment.
https://hotair.com/ed-morrissey/2026/03/11/follow-the-money-us-israel-hits-irgc-in-its-wallet-n3812747 - * The US and Israel reportedly targeted the data centre of Iran's Bank Sepah, disrupting payroll payments for the IRGC. * The strike aimed to halt salaries for Iran's military and IRGC personnel, potentially affecting their morale and desertion rates. * Iran continues oil exports through the Strait of Hormuz, maintaining revenue despite attacks and sanctions. * US and Israel avoid attacking Kharg Island, Iran's main oil export terminal, fearing global oil price disruptions. * US analysts consider possible military actions on Kharg Island to cut Iran's income sources and pressure regime change. * President Trump indicates readiness for intensified actions against Iran's vital infrastructure.
https://moneycircus.substack.com/p/iran-war-impact-spreads - * The article discusses the geopolitical impact of ongoing wars involving Iran, the Middle East, and Western nations. * It highlights censorship, war fatigue, and the fragmentation of populations limiting information flow. * It connects conflicts like Iran's war to broader themes such as the Great Reset, digital ID, and energy realignment. * It suggests that interest groups and governments may be advancing strategic plans aligned with global agendas amidst these conflicts. * The article links military, diplomatic, and energy market developments in the context of geopolitical risk and market stability.
https://peakoil.com/publicpolicy/could-trump-reorder-the-global-energy-system - * In January 2025, President Trump aimed to lower oil prices, leading OPEC to increase supply and Brent to end 2025 at $60/b. * In July 2025, US and EU agreed on a trade framework, with the EU committing to purchase $750bn of US energy, increasing reliance on US-produced fuels. * The Trump administration seeks to remove climate programmes from the International Energy Agency. * US strategy involved asserting control over Venezuelan oil, aiming for Somalia's production to possibly exceed current OPEC output by the 2030s. * In 2026, US and Israel launched a military operation against Iran, blocking the Strait of Hormuz and impacting oil and LNG supply. * Efforts to restore safe passage through Hormuz are critical to avoiding a global recession and supporting Gulf Arab exports. * If hostilities continue, oil transit prioritisation would likely favour crude over LNG, with military escorts becoming necessary. * A potential recovery in transit could weaken Iran and prevent a global energy crisis, reshaping US influence over global oil and gas flows. * Geopolitical consequences include OPEC maintaining low prices, China facing pressure on rare-earth exports, and Russia’s energy weaponisation being curtailed. * Europe may need to reconsider its energy transition plans, especially under the US-EU trade framework.
https://ceoworld.biz/2026/03/11/why-the-middle-east-conflict-is-rewriting-global-investment-strategy/ - * Middle East conflict causes a 70% surge in European natural gas prices, 8% in the US within one week. * Divergent market responses reflect structural differences; Europe and Asia face sharper impacts due to LNG dependency. * U.S. Treasury yields rise amidst crisis, signalling inflationary supply shocks, not demand slowdown. * Disruption expected to last weeks, with potential stabilisation from naval escorts and shipping insurance. * Markets most vulnerable: Europe, Asia (notably South Korea), and regions heavily reliant on LNG imports. * Strait of Hormuz remains critical; its pressure poses risks to global oil supply chains. * Investors advised to favour US equities (especially tech, large-cap), Japanese stocks, and selective European sectors; underweight long-term treasuries.
https://foxrgv.tv/operation-epic-fury-us-israel-collaboration-in-targeting-iranian-sites/ - * The US and Israel embarked on Operation Epic Fury, targeting Iranian sites, amid escalating regional conflict. * Iranian forces increased missile launches and targeted shipping, including an attack on a Thai vessel in the Strait of Hormuz. * US forces struck Iranian vessels to deter threats against maritime shipping routes. * International community responded by closing the Strait of Hormuz to maritime traffic, tightening energy markets. * Iran’s new Supreme Leader remains absent from public view amid internal leadership uncertainties.
https://www.emirates247.com/business/oil-markets-on-edge-will-middle-east-tensions-spark-a-new-rally/130 - * Global oil markets face geopolitical strain over the Strait of Hormuz, a key energy chokepoint.* Market indicators show a risk premium due to potential disruption, increasing volatility in crude and natural gas contracts.* The Strait handles nearly one-fifth of the world's oil supply, crucial for exports from Saudi Arabia, Iraq, Kuwait, and UAE.* Disruption risks could cause sharp upward re-pricing of WTI crude, with prices near $80.* Natural gas, especially Qatar’s LNG shipments, could be affected if escalation continues.* Prolonged tensions may mirror past market volatility, impacting global energy and equity markets.
https://www.thehindubusinessline.com/news/world/factbox-iran-war-causes-major-oil-gas-disruptions/article70730541.ece - * The U.S.-Israeli war on Iran and attacks on Gulf neighbours have disrupted oil and natural gas exports from the Middle East. * The war has halted shipments via the Strait of Hormuz, handling 20% of global oil and LNG supply. * Saudi Arabia, UAE, Kuwait, Iraq, Qatar, Bahrain, and Iran have all reported production disruptions or shutdowns. * QatarEnergy LNG facilities halted operations, affecting about 20% of global LNG supply. * The Strait of Hormuz has been largely closed, with ships under attack and Iran declaring it closed. * Major insurers are cancelling war-risk coverage; US offers naval escorts and insurance guarantees. * Asian refineries and petrochemical companies are cutting runs; governments are taking measures to stabilise prices.
https://losandes.com.pe/iran-ataca-buques-en-estrecho-de-ormuz-y-advierte-con-atacar-centros-economicos-de-ee-uu/ - * Iran announced attacks on two ships, Express Rome and Mayuree Naree, in the Strait of Hormuz, confirmed by the Islamic Revolutionary Guard Corps (IRGC). * The attacks occurred amid escalating regional conflict involving Iran, Israel, and the US. * Iran warned that any vessel crossing the strait must obtain prior authorisation, with potential for further military actions. * The conflict raised concerns about disruption of the global energy supply, prompting the International Energy Agency (IEA) to release 400 million barrels from strategic reserves. * The incident has increased geopolitical risks in the energy market, affecting international oil trade and prices.
https://peakoil.com/publicpolicy/mideast-conflict-may-hasten-europes-gas-divorce-from-russia - * The Iran war led to a surge in European gas prices, highlighting Europe's vulnerability to geopolitical shocks. * QatarEnergy halted LNG production, reducing supplies to Europe, increasing dependence on US gas. * US LNG exports and the Vertical Gas Corridor project aim to diversify Europe's gas sources and reduce Russian dependency. * Russian gas still accounts for roughly 10% of EU imports, with ongoing dependence in Central and Eastern Europe. * Infrastructure bottlenecks and high tariffs pose challenges to Europe's diversification efforts.
https://www.indiasnews.net/news/278916015/home-secretary-speaks-chief-secretaries-dgsp-of-states-and-uts-to-ensure-uninterrupted-lpg-supply - * The Indian Union Home Secretary Govind Mohan led a meeting with Chief Secretaries and DGsP to review LPG distribution * The meeting aimed to ensure uninterrupted supply and prevent hoarding, black marketing, or disruptions * Officials were instructed to tighten vigilance over LPG distribution networks and transporters * The move responds to potential supply disruptions due to geopolitical developments affecting energy supplies * The government has ordered increased LPG production and emphasis on domestic availability, especially under initiatives like Pradhan Mantri Ujjwala Yojana
https://www.nachrichten.at/politik/aussenpolitik/iran-soll-ein-dutzend-minen-in-strasse-von-hormus-verlegt-haben;art391,4148244#ref=rss - * Iran hat angeblich ein Dutzend Minen in der Straße von Hormus verlegt, die den Schiffsverkehr beeinträchtigen könnten. * Die USA haben Berichte über die Zerstörung von mindestens 28 iranischen Minenlegern durch US-Militär bestätigt. * Die US-Regierung warnt vor Angriffen auf Häfen entlang der Straße von Hormus, die für den globalen Öl- und LNG-Transport bedeutend ist. * Mehrere Schiffe wurden im Persischen Golf durch Geschosse getroffen, darunter britische, iranische, japanische und andere Frachtschiffe. * Der iranische Militärsprecher forderte, den Öltransport durch die Meerenge zu verhindern, und drohte den USA mit Vergeltung.
https://investinglive.com/commodities/g7-explores-ship-escorts-in-gulf-as-middle-east-war-threatens-energy-supply-routes-20260311/ - * G7 leaders discuss escorting commercial ships through the Gulf to restore freedom of navigation and protect energy supply routes. * A working group will examine the feasibility of maritime escorts, involving cooperation with shipping companies and insurers. * Leaders reaffirm commitment to sanctions against Russia and coordination to manage economic fallout from regional conflict. * The group emphasised avoiding export restrictions that could worsen global supply disruptions. * The discussions follow concerns over security and rising energy prices caused by Middle East tensions.
https://www.worthynews.com/112890-ships-struck-near-strait-of-hormuz-as-gulf-tensions-escalate - * Three commercial cargo vessels were struck by projectiles in or near the Strait of Hormuz, escalating regional tensions. * The attacks occurred on a Wednesday, with one ship catching fire but crew members evacuated and safe. * Iran’s Islamic Revolutionary Guard Corps claimed responsibility for damaging the Thailand-flagged bulk carrier Mayuree Naree. * Two other ships, the Japan-flagged One Majesty and Marshall Islands-flagged Star Gwyneth, also sustained damage. * The attacks follow the US destruction of 16 Iranian mine-laying vessels, and US President Donald Trump warned Iran of severe military consequences if mines are placed in the waterway.
https://anytvnews.com/politics/gujarat-forms-committee-to-ensure-supply-of-lng-lpg-cylinders-amid-global-constraints/ - * The Gujarat government has formed a high-level committee to secure LNG supply, headed by Chief Secretary MK Das. * The committee will monitor LNG availability and coordinate with central authorities. * The government aims to maintain domestic LPG, CNG, petrol, and diesel supplies without impact. * Industries are expected to receive about 80% of their normal gas supply. * The committee will address supply issues caused by ongoing conflicts in Iran, Israel, and other regions.
https://www.indiandefensenews.in/2026/03/european-commission-president-ursula.html - * Ursula von der Leyen warned against reinstating Russian fossil fuels amid Europe's energy crisis. * Her speech in Brussels emphasised diversification away from Russian dependency. * The EU plans measures including support for renewables, gas price caps, and infrastructure projects like the Baltic Pipe. * Some EU nations consider short-term Russian LNG imports, causing divisions. * The EU targets 45% renewable energy in 2030 with substantial investments. * Europe seeks energy security through strategic reorientation and alliances, rejecting reliance on Russia.
https://www.iltempo.it/attualita/2026/03/11/news/iran-la-minaccia-energetica-tensioni-nello-stretto-di-hormuz-46765814/ - * Iran has threatened to block the Strait of Hormuz, preventing any oil passage without authorization. * Iranian armed forces attacked three cargo ships attempting to traverse the strait. * French President Macron described the Strait as a "theatre of war" requiring the restoration of navigation freedom. * Iran potentially positioned mines in the area, though no confirmation from intelligence authorities. * US President Trump stated most Iranian mine ships had been eliminated; Iran threatened to target Gulf ports. * The US military considers all Gulf ports legitimate targets; Iran's new Supreme Leader Khamenei remains unseen post-nomination. * Hezbollah and Iran continued missile and drone attacks against Israel; Iran also launched drones near Dubai, injuring four. * Italy deployed the frigate Martinengo to Cyprus amid coalition operations with France, Spain, and the Netherlands.
https://oilprice.com/Latest-Energy-News/World-News/Shell-and-TotalEnergies-Issue-Force-Majeure-After-Qatar-LNG-Shut-Down.html - * Several major energy traders, including Shell and TotalEnergies, have declared force majeure following Qatar's LNG production halt. * QatarEnergy suspended production at its LNG complex after drone strikes, impacting roughly 77 million tons per annum. * The shutdown caused the longest LNG export interruption since 2008, affecting global supply and increasing gas prices in Asia and Europe. * Qatar’s energy minister indicated it could take weeks to months to resume normal LNG deliveries. * The main impact on contractual supplies appears from April onward.
https://oilprice.com/Latest-Energy-News/World-News/Shell-and-TotalEnergies-Issue-Force-Majeure-After-Qatar-LNG-Shut-Down.html - * Qatar’s LNG complex shut down after drone strikes hit facilities, leading to force majeure declarations. * QatarEnergy halted production at its LNG complex and declared force majeure on shipments. * Shell and TotalEnergies, major buyers of Qatar LNG, have notified of potential disruptions. * The shutdown has caused the longest LNG export interruption since 2008, affecting global supply. * The disruption has increased gas prices in Asia and Europe, with some cargoes diverted to higher-priced Asian markets.
https://www.sigmalive.com/news/energia/1306364/shell-kai-total-epikalountai-ritra-aoteras-vias-ghia-simvolaia-lng-apo-katar - *Shell, TotalEnergies, and some Asian companies invoke force majeure for LNG deliveries from QatarEnergy.* *Qatar announced a temporary halt in production at a 77 million tonnes per annum (mtpa) facility and declared force majeure on LNG shipments.* *Shell, the largest LNG trader globally, and TotalEnergies, both have long-term agreements with QatarEnergy and are involved in the North Field expansion project.* *Analysts estimate Shell receives approximately 6.8 million tonnes annually and TotalEnergies about 5.2 million tonnes from Qatar, supplying global customers.* *Qatar's Energy Minister stated repairs could take weeks to months even if conflicts cease, with impact expected from April.*
https://focus.ua/economics/746822-gaz-mozhet-rezko-podorozhat-mirovye-energogiganty-zayavili-o-fors-mazhore - * Shell and TotalEnergies warned of force majeure due to Qatar's stop in LNG production at a plant with 77 million tonnes annual capacity. * Qatar, the world's second-largest LNG exporter, declared force majeure on supplies after suspension. * Other buyers, including TotalEnergies and Asian companies, received notifications of force majeure from Qatar. * The event impacts long-term supply contracts, with Shell receiving about 6.8 million tonnes annually and TotalEnergies about 5.2 million tonnes. * Qatar's energy minister indicated it could take weeks to months to restore normal supplies post-conflict.
https://tass.com/economy/2100013 - * Qatar has not exported liquefied natural gas for five days in a row, the longest since 2008. * No LNG carriers left Ras Laffan industrial cluster during this period. * No gas tankers crossed the Strait of Hormuz after February 28. * QatarEnergy suspended LNG production on March 2 due to Iranian strikes. * Qatar accounts for about 20% of global LNG deliveries, mainly to Asian markets. * The suspension threatens to cause further price increases.
https://oilgasleads.com/global-supply-shock-worlds-largest-liquefied-natural-gas-export-hub-outage-could-impact-u-s-natural-gas-prices/?utm_source=rss&utm_medium=rss&utm_campaign=global-supply-shock-worlds-largest-liquefied-natural-gas-export-hub-outage-could-impact-u-s-natural-gas-prices - * Shipments halted at Ras Laffan, the world's largest LNG export hub, causing potential global supply disruptions. * Ras Laffan exports approximately 20% of the world's LNG, with Qatar exporting over 75 million tonnes annually. * An extended outage could lead to surged LNG prices in Asia ($25–$30 per MMBtu or higher) and Europe. * U.S. natural gas prices might rise as export demand increases, tightening domestic supply. * US shale producers (Permian, Haynesville, Marcellus) and LNG exporters could benefit from higher global LNG prices.
https://pelop.gr/shell-epikaleitai-anotera-via-sta-symvolaia-lng-apo-to-katar/ - - Shell declared force majeure on its LNG contracts with some Asian customers following the shutdown of Qatar's Ras Laffan LNG plant after a drone attack. - The Ras Laffan LNG plant, the largest in the world, stopped operations last week. - QatarEnergy, which has a strategic partnership with Shell on the facility, also declared force majeure. - The incident has impacted LNG supply and logistics in the region. - Shell has not commented further on the situation.
https://unn.ua/news/shell-oholosyla-pro-fors-mazhor-kliientam-yaki-kupuiut-katarskyi-zph-reuters - * Shell оголосила форс-мажор на поставки LNG, купленого у QatarEnergy, через призупинення виробництва в Катарі.
https://lanouvelletribune.info/2026/03/gaz-la-france-face-a-un-gros-probleme-linde-lui-vole-la-vedette/ - * On 11 March, LNG Port Harcourt-II departed with Nigerian LNG cargoes bound for Fos-Cavaou, France, but diverted to Dahej, India. * The vessel BW Brussels also changed course from Montoir-de-Bretagne to the Indian Ocean. * The war in Iran impacts energy exports through the Strait of Hormuz, transiting around 20% of global energy. * At least eight LNG tankers carrying Nigerian and US gas have been redirected to Asia, increasing competition. * Asian countries are buying gas at high prices despite initial orders, with market practices reaching record levels. * European gas prices rose by 57.5% since late February to approximately 50.4€/MWh, but authorities claim supply remains secure.
https://oilgasleads.com/global-supply-shock-worlds-largest-liquefied-natural-gas-export-hub-outage-could-impact-u-s-natural-gas-prices/?utm_source=rss&utm_medium=rss&utm_campaign=global-supply-shock-worlds-largest-liquefied-natural-gas-export-hub-outage-could-impact-u-s-natural-gas-prices - * Shipments at Ras Laffan, the world’s largest LNG export hub in Qatar, halted, affecting global supply. * Ras Laffan exports approximately 20% of the world's LNG, with Qatar exporting over 75 million tonnes annually. * Asia and Europe would feel the immediate impact, especially with increased spot LNG prices potentially reaching $25–$30 per MMBtu. * U.S. natural gas prices could rise due to increased export demand and global market connection. * U.S. LNG export capacity utilisation might increase, benefiting U.S. producers and export markets.
https://unn.ua/news/shell-oholosyla-pro-fors-mazhor-kliientam-yaki-kupuiut-katarskyi-zph-reuters - * Shell, найбільший світовий трейдер LNG, оголосила форс-мажор на поставки LNG, купленого у QatarEnergy. * Qatar Energy оголосила про призупинення виробництва на підприємстві з потужностями 77 мільйонів тонн на рік, і про форс-мажорні обмеження на поставки LNG. * Інші покупці катарського LNG, зокрема TotalEnergies та азійські компанії, отримали повідомлення про форс-мажор і повідомили клієнтам про припинення продажів. * Ціни на газ і вугілля зросли одразу після енергетичної кризи через війну в Україні. * Повернення до нормальних поставок оцінюється в кілька тижнів або місяців, навіть за умови швидкого закінчення війни. * Енергетичні компанії, зокрема Shell і TotalEnergies, мають довгострокові партнерства з QatarEnergy і беруть участь у проекті розширення North Field.
https://energynow.com/2026/03/global-lng-hunt-intensifies-as-middle-east-war-cuts-supply/ - • The Middle East conflict has shut down Qatar's Ras Laffan facility and halted traffic through the Strait of Hormuz, removing about 20% of global LNG supply. • Supplies to Europe and Asia are shifting, with nine cargoes diverted from Europe to Asia. • Shell and other LNG suppliers declare force majeure due to halted flows from the Middle East. • US and Australian LNG production capacity is at full utilisation, limiting supply increases. • Prices in both regions have increased sharply, raising inflation concerns. • The ongoing disruptions are delaying a potential LNG supply glut for 2023.
https://energynow.com/2026/03/global-lng-hunt-intensifies-as-middle-east-war-cuts-supply/ - * The war in the Middle East causes shifts in LNG shipping flows, diverting cargoes from Europe to Asia. * The conflict halts LNG exports from Qatar’s Ras Laffan and Abu Dhabi, removing about 20% of global supply. * Several LNG suppliers, including Shell, declare force majeure due to halted flows. * Prices in Europe and Asia surge amid mounting supply shortages and rising demand. * Market analysts predict a potential supply deficit if outages persist for months, delaying expected LNG glut.
https://www.freemalaysiatoday.com/category/business/2026/03/11/shell-declares-force-majeure-to-clients-who-buy-qatari-lng - * Shell declared force majeure on LNG cargoes bought from QatarEnergy, affecting shipments from April onwards. * QatarEnergy announced a production halt at its LNG facility and declared force majeure last week. * Shell and TotalEnergies are among the buyers affected, with long-term partnerships with QatarEnergy. * QatarEnergy indicates it will take weeks to months to resume normal deliveries. * The force majeure impacts LNG supplies in a context of ongoing geopolitical and operational disruptions.
https://www.freemalaysiatoday.com/category/business/2026/03/11/shell-declares-force-majeure-to-clients-who-buy-qatari-lng - * Shell, a major LNG trader, declares force majeure on LNG cargoes from QatarEnergy following Qatar's production halt. * QatarEnergy announced a production halt at its LNG facility and declared force majeure on shipments. * Shell and other Qatari LNG buyers, including TotalEnergies, are affected; some have received force majeure notices. * Shell estimates taking 6.8 mtpa of Qatari LNG, TotalEnergies 5.2 mtpa. * Recovery to normal deliveries could take weeks to months, according to Qatari Energy Minister.
https://tass.com/economy/2099687 - * Europe imports a record 67 billion cubic meters of LNG in the 2025-2026 heating season, surpassing previous records. * The record is driven by low gas reserves and high import levels, with the EU already having purchased 66.8 bcm. * Gas storage levels are low, with storages filled at less than a third capacity. * The EU may set a new summer record for LNG purchases, but filling storages for winter will be more difficult due to bans on Russian LNG and pipeline gas, and competition from Asia amid Middle East conflicts. * The data is based on information from Gas Infrastructure Europe and reports from TASS, with implications for energy security and regional gas markets.
https://tass.com/economy/2099687 - * Europe has imported a record 67 billion cubic metres of LNG in the 2025-2026 heating season, according to Gas Infrastructure Europe (GIE). * The previous record of 66.6 bcm was set in 2022-2023, and current imports already total 66.8 bcm. * LNG shipments from terminals to Europe's gas system have exceeded 28.5 bcm since the start of the year. * Low gas reserves in storages have contributed to high LNG imports, with storages filled to less than a third. * European gas storages are being depleted and may face difficulties in filling for winter due to the ban on Russian LNG and pipeline gas, and increased competition with Asia following Middle East conflict impacts.
https://oilprice.com/Latest-Energy-News/World-News/EU-Mulls-Capping-Gas-Price-as-Energy-Costs-Spike-on-Iran-War.html - * The European Union is exploring measures including capping gas prices in response to energy costs rising due to Middle East conflict. * The EU has previously implemented an emergency gas price cap in 2022, which was not triggered. * European gas prices reached a three-year high following Qatar's halt of LNG production and Strait of Hormuz inaccessibility. * The Strait of Hormuz closure has reduced global LNG flows by 20%, affecting Europe's market competitiveness. * Asia is diverting LNG cargoes from Europe, increasing pressure on regional energy security and supply.
https://www.azernews.az/analysis/255568.html - * Azerbaijan’s relations with the EU are developing on a positive, strategic trajectory, with an emphasis on energy security. * The Southern Gas Corridor connects the Caspian region to Europe, making Azerbaijan a key energy supplier. * Azerbaijan delivers natural gas to 14 European countries, with two more expected to join this year. * New renewable energy projects, including green electricity via submarine cables and regional agreements, aim to diversify and clean energy sources. * Azerbaijan’s strategic location positions it as a vital transport hub, enhancing Eurasian connectivity amid regional instability. * Cooperation with Azerbaijan is increasingly viewed as essential for Europe's energy security and economic diversification.
https://focus.ua/economics/746822-gaz-mozhet-rezko-podorozhat-mirovye-energogiganty-zayavili-o-fors-mazhore - * Shell and TotalEnergies declared force majeure due to production halt at Qatar's LNG plant. * Qatar, second-largest LNG exporter, announced factory shutdown and force majeure. * Shell and TotalEnergies received notices of force majeure from Qatar, affecting global LNG supplies. * TotalEnergies has not officially declared force majeure; mechanism used for uncontrollable events. * Experts estimate the supply disruption could impact international markets from April, amid ongoing geopolitical tensions.
https://english.pravda.ru/news/hotspots/166138-ukraine-attacks-russian-russkaya-gas-compressor-station/ - *The Armed Forces of Ukraine (AFU) attacked the Russkaya gas compressor station in Southern Russia, according to Gazprom, impacting critical energy infrastructure.* *The attack occurred in the Anapa district, one of the world's most powerful gas compressor facilities.* *Additional stations in Beregovaia and Kazachya were also targeted ahead of this attack.* *The AFU has carried out 12 attacks on Gazprom facilities over the past two weeks.* *The Russian Ministry of Defense reported intercepting 185 Ukrainian drones over various regions, including Krasnodar.*
https://lenta.ru/news/2026/03/11/kiev-atakoval-odnu-iz-samyh-moschnyh-v-mire-gazokompressornyh-stantsiy-na-yuge-rossii-minoborony-raskrylo-posledstviya-udarov/ - * Ukrainian forces attacked the gas compressor station 'Russian' in Anapa District, Krasnodar Krai, Russia, on 11 March. * The attack involved drone strikes T aimed at the station, which supplies gas via the 'Turkish Stream' pipeline. * The Ukrainian military attempted multiple attacks with drones between 23:47 on 10 March and 05:08 on 11 March. * Russian air defence and electronic warfare systems intercepted and destroyed several Ukrainian drones involved in the attack. * Ukrainian efforts to attack other gas infrastructure in southern Russia were reported, including the 'Beregovaya' and 'Kazachya' compressor stations. * Russian officials, including Kremlin spokesperson Dmitry Peskov, condemned these attacks as irresponsible amid a global energy crisis. * Russia previously announced that Ukraine is preparing to sabotage gas pipelines, including 'South Stream' and 'Turkish Stream'.
https://www.politico.eu/article/hungary-delegation-kyiv-druzhba-pipeline-shutdown/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication - * Hungary dispatches delegation to Ukrainian-verified pipeline condition, plans meetings with Ukrainian officials, EU representatives, and diplomats in Kyiv. * The Druzhba pipeline, delivering Russian crude to Hungary, has been offline since late January following a Ukrainian infrastructure strike. * Hungary disputes Ukrainian damage assessments, claims issues resolved, accuses Kyiv of blocking restart, and warns of sanctions. * Hungarian Prime Minister Orbán has issued satellite evidence and threatened to halt shipments if inspections are blocked. * Relations between Hungary and Ukraine have worsened, with Hungary blocking EU aid and seizing assets, Kyiv denying accusations and opposing pipeline repairs.
https://www.thehindubusinessline.com/economy/global-lng-hunt-intensifies-as-west-asia-conflict-cuts-supply/article70729490.ece - * A conflict in the Middle East has shut down Qatar's Ras Laffan LNG export facility and halted traffic through the Strait of Hormuz, reducing global LNG supply by about 20%. * At least eight LNG cargoes initially headed to Europe have been diverted to Asia, increasing supply competition. * The outage is expected to cause a supply deficit if it persists for multiple months, with US and Australian LNG supply at full capacity. * Rising LNG prices in Europe and Asia have resulted in bidding wars, with recent tenders unawarded due to high prices and lack of sellers. * The US LNG sector is not expected to fill the supply gap soon, as several facilities are under construction with incremental flows.
https://oilprice.com/Latest-Energy-News/World-News/Qatars-LNG-Shutdown-Sends-Shockwaves-Through-Global-Gas-Markets.html - * QatarEnergy's LNG production complex halted after Iranian drone strikes at Ras Laffan and Mesaieed Industrial City on March 2. * No LNG shipments from Qatar for five days, the longest since 2008, affecting 20% of global LNG exports. * No LNG carriers have passed the Strait of Hormuz since February 28. * Diversion of US LNG cargoes increased demand and prices in Asia and Europe. * Restart expected to take several weeks; short-term supply disruptions unlikely to cause long-term price impacts. * Forecasts indicate potential global LNG deficit if shutdown persists for a month, as US capacity cannot compensate. * Market response includes rising gas prices in key regions and rerouted LNG shipments.
https://oilprice.com/Latest-Energy-News/World-News/Shell-and-TotalEnergies-Issue-Force-Majeure-After-Qatar-LNG-Shut-Down.html - * Qatar’s LNG complex halted production after drone strikes at Ras Laffan and Mesaieed, declaring force majeure on shipments. * Major traders including Shell and TotalEnergies have notified customers of potential disruptions. * QatarEnergy produces approximately 77 million tons of LNG annually and is the world’s second-largest exporter. * The disruption has resulted in five consecutive days without LNG shipments, the longest since 2008. * The halt has elevated European and Asian gas prices, with some cargoes diverted to Asian markets. * Restoring LNG deliveries is expected to take weeks to months, with significant impact from April onward.
https://www.businesstoday.com.my/2026/03/11/apac-port-and-airport-operators-face-credit-risks-on-prolonged-iran-disruption-fitch/?utm_source=rss&utm_medium=rss&utm_campaign=apac-port-and-airport-operators-face-credit-risks-on-prolonged-iran-disruption-fitch - * Fitch Ratings warns of mixed credit effects for APAC port and airport operators if Iran-linked shipping and airspace disruptions persist. * Prolonged closure of Strait of Hormuz could amplify volume and cost shocks across energy, bulk, and container supply chains. * Ports face congestion, re-routing, higher costs, and reduced productivity; energy terminals depend on Gulf-linked crude and products. * Chinese ports likely affected more by network dislocation than Middle East exposure, with productivity swings. * Indian ports may experience volume pressure; limited exposure for port operators to conflict-related cargo. * Indian airports could face traffic volatility from West Asian airspace disruptions, impacting revenue and margins. * Fitch expects some mitigating factors for Australian and Indian ports, supported by existing contractual and regulatory frameworks.
https://aif.ru/incidents/-gazprom-vsu-atakovali-kompressornuyu-stanciyu-tureckogo-potoka-na-kubani - • Kyiv launched an air attack on the Russian gas infrastructure, targeting the Russian station 'Russkaya' in Krasnodar Krai on 11 March. • The attack occurred in the Anapsky district, near the coast, with drones shot down by Russian air defence. • Russian authorities state the attack aimed to disrupt gas supplies via the Turkish Stream pipeline. • Since 24 February, 12 attacks related to Turkish Stream and Blue Stream pipelines have been reported. • Russian President Putin alleged preparations to sabotage Turkish and Blue Stream pipelines under the Black Sea.
https://www.businesstoday.in/latest/corporate/story/lpg-supply-being-rationed-households-top-priority-amid-import-disruption-bpcl-520190-2026-03-11?utm_source=rssfeed - * BPCL states LPG supplies are being rationed because of import disruptions caused by a West Asia crisis. * Domestic households are given highest priority in LPG allocation. * Supply management aims to sustain coverage until import flows stabilise. * Requests from non-domestic sectors are reviewed case-by-case by a joint committee. * Disruptions linked to reduced maritime traffic through the Strait of Hormuz and regional military strikes.
https://english.pravda.ru/news/hotspots/166138-ukraine-attacks-russian-russkaya-gas-compressor-station/ - - Ukraine's armed forces have attacked the Russkaya gas compressor station in Southern Russia, damaging part of the facility. - The attack also hit the Beregovaia and Kazachya stations in the previous days. - The stations are critical infrastructure for gas exports via Turkish Stream and Blue Stream pipelines. - The Russian Ministry of Defense reported interception of 185 Ukrainian drones over various regions, including Southern Russia. - The attacks are part of ongoing military operations affecting energy infrastructure.
https://www.aljazeera.com/economy/2026/3/11/shell-declares-force-majeure-on-lng-contracts-from-qatar?traffic_source=rss - * Shell has declared force majeure on LNG cargoes bought from QatarEnergy and sold worldwide. * Qatar announced a production halt at a facility producing 77 million tonnes per annum and declared force majeure on LNG shipments. * Other Qatari LNG buyers, including TotalEnergies, have received force majeure notices. * Omani trading house OQ also declared force majeure due to halted Qatari supply. * QatarEnergy stated that it would take weeks to months to return to normal deliveries.
https://aif.ru/incidents/-gazprom-vsu-atakovali-kompressornuyu-stanciyu-tureckogo-potoka-na-kubani - * Киев нанес удар по компрессорной станции «Русская» в Краснодарском крае, которая обеспечивает поставки газа по «Турецкому потоку». * Атака произошла в ночь на 11 марта, ПВО сбила несколько БПЛА, объект не пострадал. * Минобороны РФ связывает атаку с попыткой Киева остановить поставки газа в Европу. * С 24 февраля объекты, связанные с «Турецким потоком» и «Голубым потоком», подвергались 12 атакам. * Президент РФ Владимир Путин сообщил о подготовке подрыва газопроводов «Турецкий поток» и «Голубой поток».
https://oilgasleads.com/global-supply-shock-worlds-largest-liquefied-natural-gas-export-hub-outage-could-impact-u-s-natural-gas-prices/?utm_source=rss&utm_medium=rss&utm_campaign=global-supply-shock-worlds-largest-liquefied-natural-gas-export-hub-outage-could-impact-u-s-natural-gas-prices - * Disruption at Ras Laffan LNG export hub in Qatar, responsible for 20% of global LNG supply, could persist for months. * Asia and Europe likely to feel immediate impact, with spot LNG prices potentially reaching $25–$30 per MMBtu. * U.S. natural gas prices may rise as increased export demand tightens domestic supply. * U.S. shale producers and LNG exporters could benefit from higher global LNG prices. * Highlights global energy interdependence and the potential for international disruptions to affect North American markets.
https://pmnewsnigeria.com/2026/03/11/iran-hits-commercial-ships-in-strait-of-hormuz-as-tensions-escalate/ - * Several commercial vessels have been struck in the Strait of Hormuz, raising concerns over maritime security and energy supplies. * Projectiles hit merchant ships, including the Thai-flagged cargo ship Mayuree Naree, which suffered significant damage. * Incidents occurred off the waters of UAE and Oman, attributed to forces linked to Iran’s Islamic Revolutionary Guard Corps. * The attacks have heightened tensions amid increased military activity involving Iran, Israel, and the US. * Energy markets reacted with fears of supply disruption, leading shipping companies to review routes and increased patrols by naval forces.
https://lenta.ru/news/2026/03/11/kiev-atakoval-odnu-iz-samyh-moschnyh-v-mire-gazokompressornyh-stantsiy-na-yuge-rossii-minoborony-raskrylo-posledstviya-udarov/ - * Ukrainian armed forces attacked the gas compressor station 'Russian' in Krasnodar Krai, Russia, on 11 March. * The attack involved UAVs, with some being shot down by Russian air defence and electronic warfare systems. * The station is a key part of the TurkStream pipeline system. * Ukraine also attempted to attack other gas infrastructure in southern Russia, including 'Beregovaya' and 'Kazachya' stations. * Russia's Kremlin officials condemned the attacks, citing threats to gas supply infrastructure and geopolitical tensions.
https://www.politico.eu/article/hungary-delegation-kyiv-druzhba-pipeline-shutdown/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication - * The Hungarian delegation, joined by Slovak experts, plans to meet Ukrainian officials and EU representatives to discuss the Druzhba pipeline shutdown. * The southern branch of Druzhba has been offline since late January after a Ukrainian drone strike caused damage. * Ukraine claims the attack caused severe damage; Hungary disputes this and says technical issues are resolved. * Hungarian Prime Minister Viktor Orbán has given Kyiv three days to allow inspection access, warning of supply restrictions. * Relations between Hungary and Ukraine have worsened, including Hungary blocking a €90 billion EU loan for Ukraine and seizing assets. * Kyiv opposes repairing the pipeline, citing it transports Russian oil and undermines efforts to reduce Moscow’s revenues.
https://www.aljazeera.com/economy/2026/3/11/shell-declares-force-majeure-on-lng-contracts-from-qatar?traffic_source=rss - • Shell declares force majeure on LNG cargoes bought from QatarEnergy and sold globally. • Qatar announced a production halt and declared force majeure on LNG shipments. • Other buyers, including TotalEnergies and Asian companies, received force majeure notices. • QatarEnergy's production halt affects LNG supply, with a recovery outlook of weeks to months. • Major LNG traders' contract obligations may be disrupted due to supply suspension.
https://www.bestmag.co.uk/brenmiller-revs-up-bnrg360-amid-eu-energy-crisis/ - * Brenmiller Energy Ltd. accelerates rollout of BNRG360 platform amid rising natural gas prices in Europe.
https://globallnghub.com/natural-gas-prices-weekly-update-jkm-ttf-and-henry-hub-9-march-2026.html - * Natural gas prices rose sharply across Asia, Europe, and the US due to escalating tensions in the Middle East disrupting LNG markets and supply concerns. * JKM (Asia) increased to low-USD 20s/MBtu, peaking after an air strike on Qatar's LNG facilities, then declined as market sentiment eased. * TTF (Europe) surged to USD 18.5/MBtu amid Middle East tensions and gas production stoppages, then fluctuated with temperature forecasts and storage levels. * Henry Hub (US) increased to USD 3.2/MBtu, driven by demand expectations and storage withdrawals, with inventories down by 132 Bcf. * Storage and inventory data indicate tightening supply in all regions, impacting market liquidity and pricing signals.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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."]
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.']
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.*
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.']
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.*
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.
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.*
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."]
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.
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.*
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.']
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.']
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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".
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.
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.
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.
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.
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.
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.
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.*
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.
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.
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».
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».
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.']
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.
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.']
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.
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.
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.
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.*
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.*
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.
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.
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.
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.
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.
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.
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.*
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.
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.