Commodities Report: Natural gas futures | 2026-03-25 06:40 UTC [KJQV] | Bullish | tightening

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1. https://www.etoday.co.kr/news/view/2569097 - * QatarEnergy declared force majeure on LNG supply contracts with South Korea and other importers due to damage at Ras Laffan industrial complex. * The damage resulted from Iran missile attacks, impacting approximately 17% of Qatar's LNG export capacity, with recovery estimated to take 3-5 years. * The declaration allows Qatar to avoid liability for unfulfilled long-term contracts, increasing reliance on short-term spot markets. * The supply disruption may lead to higher LNG prices, affecting import costs and potentially increasing electricity and gas tariffs in South Korea. * South Korea's LNG dependence from Qatar is about 20%, with current stock levels deemed sufficient for short-term stability, but long-term risks remain if the situation persists.
2. https://voi.id/en/news/566102 - *A ship using a false identity, called a zombie ship, began transporting oil believed to be Iranian, defying sanctions.* *The ship, operated by Huax, crossed the Strait of Hormuz and unloaded cargo off Oman between March 21 and 23.* *Huax, a German-Italian maritime intelligence firm, identified the tactic of using the ship's AIS to disguise its identity and evade sanctions.* *The zombie ship, mimicking an LNG carrier, repeatedly crosses Hormuz, with routes possibly leading to Bandar Abbas, Iran.* *This development occurs amid heightened Middle East tensions following US-Israeli strikes on Iran and Iran’s closure of the Strait of Hormuz.*
3. https://moderndiplomacy.eu/2026/03/25/war-and-diplomacy-collide-as-israel-hits-tehran-while-trump-pushes-secret-deal/ - * The conflict between Israel and Iran has escalated to direct strikes on Tehran, involving missile exchanges and attacks on infrastructure. * Iran has responded with attacks on Tel Aviv and targeting US bases across the region. * The war has spread to Kuwait, Saudi Arabia, Jordan, and Bahrain, affecting global energy supplies. * The disruption of the Strait of Hormuz has caused a severe energy shock, impacting global oil and gas markets. * The US proposed a 15 point plan to dismantle Iran’s nuclear program, which Tehran rejects, complicating diplomacy. * Pakistan has offered to mediate, but ongoing fighting limits meaningful negotiations. * US military buildup in the region signals preparation for escalation rather than de-escalation. * The article underscores the risk of a prolonged regional war with significant global economic repercussions.
4. https://bfsi.economictimes.indiatimes.com/articles/rbi-takes-stock-asks-banks-to-detail-west-asia-exposure/129790137 - * The Reserve Bank of India (RBI) has asked banks for details of their direct and indirect exposures to West Asia, due to ongoing geopolitical tensions related to the Iran war. * The region is a major source of remittances for India and is involved in energy supply chains, which have been disrupted. * The RBI's inquiry aims to assess potential banking risks, especially related to companies and retail banking exposure to the region. * The geopolitical situation has already impacted sectors like LPG supply, fertilisers, and ceramic manufacturing, with potential economic repercussions. * Exporters estimate an immediate potential loss of $8-10 billion if tensions persist and trade disruptions continue.
5. https://asiatimes.com/2026/03/irans-hormuz-blockade-anchored-in-successful-securitization/ - * Iran has enforced a blockade of the Strait of Hormuz following US-Israel airstrikes in March 2026. * Iran has securitised access to the Strait as essential for its national survival. * The US has been unable to securitise the cause of the war domestically, limiting its military commitment. * Iran’s economy relies heavily on energy exports through the Strait, accounting for about 57% of its export revenue in 2024-25. * US naval capabilities are constrained by limited ships, mine threat, expanded threat surface, and dispersed Iranian military responses.
6. https://aif.ru/politics/vengriya-ne-podderzhit-sankcii-protiv-rf-do-vozobnovleniya-raboty-druzhby - * Hungarian Foreign Minister Peter Szijjártó stated that Hungary will not support the EU's 20th sanctions package against Russia without guarantees of the resumption of oil supplies via the Druzhba pipeline. * Szijjártó demanded the reopening of the pipeline and associated guarantees from Ukraine. * Hungary opposes EU requirements for sanctions and Ukraine's accession to the EU. * The EU Foreign Affairs Council is scheduled for 19 March to discuss opening the Strait of Hormuz for oil and gas supplies. * Transit of Russian oil through the Druzhba pipeline to Hungary and Slovakia was halted in January 2026 due to damage blamed on Ukraine.
7. https://www.indiatoday.in/world/story/major-oil-gas-shock-coming-energy-hubs-up-in-flames-in-us-russia-middle-east-iea-warning-2886543-2026-03-25?utm_source=rss - * The Iran–Israel conflict has led to targeted attacks on energy infrastructure in the Middle East, including gas fields and LNG complexes. * Ukrainian forces struck Russian oil refineries and export terminals, disrupting Russian fuel supplies. * A fire at the Valero refinery in Texas temporarily shut down US fuel processing. * Oil prices surged past $100 a barrel, with Brent Crude reaching multi-year highs. * The International Energy Agency described the crisis as 'the biggest oil disruption in history'.
8. https://www.insurancejournal.com/news/international/2026/03/16/862010.htm - * Iran has shut the Strait of Hormuz, cutting off about a fifth of global oil and LNG supplies, in response to US-Israeli strikes and ongoing conflict. * The US and allies consider escort missions to secure shipping; efforts are complicated by Iran's military capabilities. * The closure raises risks of a global energy crisis, food security issues due to fertiliser shortages, and potential economic downturns. * Iran’s threats to close the strait have been recurrent, but the recent escalation is linked to Iran’s perceived existential war. * Several nations are exploring protection options, including European naval deployments and coalition efforts, but alternatives like pipelines are vulnerable.
9. https://www.al-monitor.com/originals/2026/03/israel-strikes-tehran-trump-says-us-negotiating-end-war - - Israel launched strikes targeting infrastructure across Tehran, Iran reported hits on a residential area, and both sides exchanged military actions. - The US is reportedly negotiating a 15-point plan with Iran to end the war, including dismantling Iran's nuclear programme and reopening the Strait of Hormuz. - President Trump announced the US was making progress in negotiations, with hopes for a ceasefire and resumed oil exports. - Pakistan offered to host US-Iran talks amid escalating tensions and military buildup in the Middle East. - Iran attacked US bases and Gulf energy infrastructure, effectively closing the Strait of Hormuz, causing an energy supply shock.
10. https://www.marketbeat.com/stock-ideas/best-natural-gas-stocks-for-a-price-surge-in-2026/ - * Qatar’s Ras Laffan plant has shut down, removing about 14% of the global LNG forecast temporarily. * The disruption has caused European natural gas prices to rise approximately 65%, the highest since March 2023. * The US has opened new facilities to meet rising demand, but this will not help address short-term shortages. * Vermillion Energy and EQT Corporation are highlighted as key players benefiting from potential higher natural gas prices. * The United States Natural Gas Fund (UNG) offers direct exposure to natural gas futures amid market expectations of price increases.
11. https://www.marketbeat.com/stock-ideas/best-natural-gas-stocks-for-a-price-surge-in-2026/ - * The Ras Laffan LNG plant in Qatar has shut down, removing about 14% of global LNG supply offline. * Natural gas prices in Europe have increased by approximately 65% due to the outage. * The outage is expected to last weeks, with limited capacity for quick replacement. * Vermillion Energy and EQT Corporation are highlighting potential profit opportunities amid rising prices. * The United States Natural Gas Fund (UNG) offers direct exposure to natural gas futures. * The market remains well supplied in the US, with a 12-month decline of over 40% in UNG. * Analysts currently rate UNG as a hold, with some institutional buying indicating bullish sentiment.
12. https://www.stern.de/gesellschaft/regional/hamburg-schleswig-holstein/eskalation-im-mittleren-osten--warum-sich-die-konkurrenz-um-lng-verschaerfen-koennte-37252442.html - * Der Iran-Krieg beeinträchtigt LNG-Produktion und Schifffahrt im Persischen Golf, Einfluss auf globale Lieferketten.* * Deutsche LNG-Importterminals in Wilhelmshaven, Brunsbüttel und Mukran werden bislang kaum durch den Iran-Krieg beeinflusst.* * Deutschland bezieht 94% seines LNG aus den USA; bislang kein LNG aus Katar.* * Der Konflikt könnte den Wettbewerb um LNG zwischen Asien und Europa verschärfen, wobei kurzfristige Schiffe flexibel umgeleitet werden.* * Deutschlands Gasspeicher sind vor dem nächsten Winter nur zu 20% gefüllt, was Versorgungssicherheit gefährdet.*
13. https://www.straitstimes.com/asia/south-asia/india-sees-power-use-surging-to-record-adding-to-energy-crisis - * India expects peak power demand to reach 283 gigawatts during the hot season, a 13% increase from the previous record of 250 GW set in summer 2024. * The surge is linked to rising temperatures and energy shortages due to the war in the Middle East, affecting LNG supplies. * India is coordinating with coal miners and railways to ensure sufficient fuel at power stations from April and may invoke emergency rules to restart idle power plants. * Disrupted LNG supplies and increased domestic LPG shortages are impacting energy supplies, including shifts to electric cooking. * The energy crisis is compounded by a rise in heatwave days and constraints on LNG imports, leading to higher pressure on coal power plants.
14. https://www.cbsnews.com/video/strait-of-hormuz-disruption-threatens-to-shake-global-economy-60-minutes/ - * Disruption in the Strait of Hormuz threatens to impact the global economy. * The shipping lane carries a fifth of the world's oil. * Analysts warn that prolonged disruption could increase fuel prices and cause a slowdown. * Impacts are tied to geopolitical risks affecting energy security.
15. https://www.cbsnews.com/news/strait-of-hormuz-disruption-threatens-to-shake-global-economy-60-minutes/ - ['* Near shutdown of the Strait of Hormuz due to war in Iran disrupts oil and natural gas shipments.', '* Saudi Arabia has a contingency plan, including an east-west pipeline bypassing the strait.', '* Disruption challenges the assumption that oil will flow freely from the Persian Gulf, affecting global markets.', '* Russia benefits from higher oil prices and eased sanctions amid the crisis.', '* Asian economies, especially China and India, face severe impacts due to dependence on oil passing through the strait.']
16. https://www.dailymail.co.uk/news/article-15649665/Iran-US-war-LIVE-Trump-warns-NATO-faces-bad-future-allies-dont-help-secure-Strait-Hormuz-Dubai-airport-closes-drone-strike.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Iran's Revolutionary Guards warn US companies will be targeted in the Middle East; employees are urged to evacuate. * The Guards' official Sepah News website states areas will be targeted soon. * A potential list of targets published included offices of Amazon, Google, Microsoft, and Nvidia in Gulf countries. * The warning follows Iran's drone strikes on the UAE near Dubai airport and Fujairah. * Meanwhile, Israel conducts operations against Hezbollah in Lebanon; Iran is expected to face continued bombings. * European leaders oppose US plans to send a warship armada through the Strait of Hormuz.
17. https://ghanaiantimes.com.gh/trump-urges-uk-other-nations-to-send-warships-to-strait-of-hormuz/ - * Donald Trump calls for UK, China, France, Japan, South Korea, and other countries to send warships to secure the Strait of Hormuz. * US and allies aim to keep the key oil shipping route open amid threats from Iran. * Iran has warned it will continue blocking the strait and targeting energy infrastructure. * The US conducted bombing raids on Kharg Island, Iran’s vital oil facility. * UK Ministry of Defence is discussing options with allies; 16 ships reported attacked since 28 February.
18. https://www.cnbc.com/2026/03/16/india-us-israel-relationship-iran-war-testing-ties.html - * Indian ships transited the Strait of Hormuz, but India denies a broad safe passage deal with Iran. * India is facing energy supply issues due to the closure of the Strait of Hormuz, impacting its oil and LPG imports. * Tensions with Tehran are increasing as India’s growing ties with the U.S. and Israel are perceived to weaken its relations with Iran. * Indian Foreign Minister S. Jaishankar stated there is no quid pro quo concerning naval passage. * Experts suggest India’s tilt towards the U.S. and Israel is diminishing its influence over Iran in energy matters.
19. https://www.independent.co.uk/news/world/americas/us-politics/trump-strait-of-hormuz-coalition-oil-nato-iran-war-b2939159.html - * Donald Trump is set to announce the formation of an international coalition to escort commercial shipping vessels through the Strait of Hormuz. * The announcement by the White House is expected this week, as the US war with Iran enters its third week. * The conflict has involved US and Iranian naval activity, with Iran restricting passage and mobilising sea mines. * The blockade has caused oil prices to spike, with about 20% of global oil passing through the strait. * Oil prices have risen past $100 per barrel, and US gas prices have increased by over 70 cents per gallon. * US officials have indicated that escort missions support commercial vessels, although the military is not yet ready to begin. * The war has led to public and congressional concern over economic impacts and energy security.
20. https://theindependent.sg/rising-tensions-between-iran-and-israel-raise-global-concern/ - * The conflict between Iran and Israel has expanded into a broader regional war involving strikes on Kharg Island and disruptions to the Strait of Hormuz, highlighting global energy security concerns. * Iranian leader Ali Khamenei was reported killed, leading to increased Iranian retaliation and escalation. * The US launched targeted strikes on Iranian military targets on Kharg Island, aiming to weaken Iran's military, while sparing oil infrastructure. * Tensions involve Gulf states intercepting Iranian missiles and drones, raising fears of wider regional conflict. * The crisis threatens global energy supplies due to the strategic importance of the Strait of Hormuz and Iran's oil export infrastructure.
21. https://eualive.net/slovakias-fuel-price-discrimination-for-foreigners-eu-commission-threatens-legal-action/ - * The European Commission denounces Slovakia’s decision to impose higher diesel prices on vehicles with foreign license plates. * Bratislava introduced restrictions amid diesel shortages linked to pipeline damage and rising energy costs. * Measures include sales limits, export restrictions, and dual pricing for foreign-registered vehicles. * The Druzhba pipeline disruption is central to Slovakia’s energy crisis, with regional tensions involving Ukraine and Russia. * The EU insists measures must comply with principles of non-discrimination and free movement within the single market.
22. https://peakoil.com/production/qatarenergy-declares-force-majeure-on-liquid-natural-gas-contracts-with-4-countries - * QatarEnergy declares 'force majeure' on LNG supply contracts with China, Italy, Belgium, and South Korea following missile strikes. * The missile attacks on Ras Laffan industrial complex caused damage to LNG processing units. * The attacks reduced Qatar’s LNG export capacity by 17% and caused an estimated $20 billion in annual revenue losses. * Repairs are expected to take up to five years, with a prolonged force majeure declared. * The strikes are part of wider regional tensions involving Iran, the US, and Israel, impacting global markets.
23. https://peakoil.com/production/qatarenergy-declares-force-majeure-on-liquid-natural-gas-contracts-with-4-countries - * QatarEnergy declares ‘force majeure’ on LNG supply contracts with China, Italy, Belgium, and South Korea due to Iranian missile strikes. * Strikes damaged Qatar's Ras Laffan LNG facilities, reducing export capacity by 17% and causing $20 billion in losses. * Repairs may take up to five years, extending the force majeure condition. * The event is linked to ongoing regional conflicts involving Iran, Israel, and US military actions. * The disruptions impact global LNG markets and trade routes.
24. https://tass.com/economy/2106393 - * Qatar Energy could lose approximately 63% of its energy exports due to the Middle East conflict.* Qatar Energy CEO Saad bin Sharid al-Kaabi reports declines in gas condensate, LPG, helium, naphtha, and sulfur exports.* Qatar's total energy exports expected to fall by 63%.* Qatar declared force majeure on LNG supply contracts to Belgium, Italy, China, and South Korea.* Qatar is a major LNG exporter, with the Ras Laffan industrial complex equipped with 14 LNG trains.
25. https://tass.com/economy/2106393 - * Qatar Energy CEO Saad bin Sharid al-Kaabi states Qatar's total energy exports could fall by approximately 63% due to ongoing conflict in the Middle East. * Qatar Energy declared force majeure on LNG supply contracts to Belgium, Italy, China, and South Korea. * Qatar is one of the world's three largest LNG exporters, with significant infrastructure at Ras Laffan. * The conflict impacts exports of gas condensate, LPG, helium, naphtha, and sulfur.
26. https://tass.com/economy/2106367 - ['* Qatar Energy declares force majeure on LNG supply contracts with Belgium, Italy, China, and South Korea.', '* Damage caused by Iranian strikes on March 18-19 led to assessment of repair damages.', '* Minister Saad Sherida al-Kaabi forecasts potential loss of 17% of LNG export capacity for three to five years.', '* The Ras Laffan industrial complex, with 14 LNG trains, was struck, damaging two LNG production lines and one GTL facility.']
27. https://bhaskarlive.in/hormuz-disruption-centre-issues-order-to-strengthen-natural-gas-pipeline-infrastructure/ - * The Indian government issued a new order to streamline pipeline laying for natural gas and petroleum products, published on March 24, 2026. * The move aims to bolster energy security amid disruptions at the Strait of Hormuz and damage to Gulf liquefaction facilities. * The order addresses hurdles such as approval delays, land access issues, fees, and resistance from existing natural gas consumers. * It seeks to promote natural gas pipeline expansion, reduce LPG reliance, and improve infrastructure throughput. * The disruption exposes vulnerabilities in India’s energy supply, prompting accelerated pipeline projects and fuel diversification strategies.
28. https://oilprice.com/Energy/Natural-Gas/Europe-Sleeps-as-Global-Gas-Markets-Reach-a-Boiling-Point.html - * Europe’s dependence on US LNG has increased, creating dependency rather than diversification. * Disruptions in Qatar and Abu Dhabi LNG exports, combined with logistical bottlenecks, threaten European gas supplies. * Market shifts indicate energy as a tool of Western geopolitical power, with US signalling willingness to use LNG as leverage. * Europe’s energy system remains fragile with low storage and limited internal options, risking deindustrialisation. * Reopening the Groningen gas field is suggested to bolster Europe's energy independence.
29. https://www.energetica-india.net/news/adnoc-temporarily-adjusts-lng-production-amid-strait-of-hormuz-tensions - - ADNOC Gas announces temporary adjustments to LNG output due to shipping disruptions in Strait of Hormuz. - Regional tensions escalate following attacks on energy infrastructure, with Iran warning of potential strait closure. - Operations at Das Island facility and Habshan complex affected but continue with safety measures. - Incident follows Iran’s retaliation for Israel’s strike on South Pars gas field.
30. https://www.energetica-india.net/news/adnoc-temporarily-adjusts-lng-production-amid-strait-of-hormuz-tensions - * ADNOC Gas adjusts LNG and liquids export amid shipping disruptions in the Strait of Hormuz. * Iranian officials warn of potential closure of the Strait following recent attacks. * ADNOC confirms ongoing operations and collaboration with customers. * Das Island facility relies on tankers transiting the Strait for exports. * The Habshan gas complex was closed on March 19 after debris incidents. * Escalation follows Iranian attacks on Gulf energy facilities in retaliation for Israel’s strike on South Pars.
31. https://en.yna.co.kr/view/AEN20260325000200315 - * QatarEnergy declares force majeure on LNG supply contracts with South Korea, China, Italy, and Belgium.
32. https://www.gurufocus.com/news/8739822/cheniere-energy-lng-gains-amid-middle-east-supply-disruptions - * Cheniere Energy's LNG shares increased by 2.6% due to Middle Eastern supply disruptions. * The conflict in Iran has led QatarEnergy to declare force majeure on LNG contracts affecting 17% of Qatar's exports. * U.S. LNG exporters like Cheniere are expected to benefit from supply tightness. * Cheniere operates facilities in Corpus Christi, Texas, and Sabine Pass, Louisiana. * Company’s financial metrics show strong profitability but liquidity and leverage concerns. * Sector risks include geopolitical tensions and supply chain disruptions; market volatility is moderate. * Analyst sentiment is positive, with some overbought technical indicators.
33. https://en.yna.co.kr/view/AEN20260325000200315 - * A Qatari state-owned energy company declared force majeure on LNG supply contracts with South Korea, China, Italy, and Belgium due to damage caused by missile attacks in Qatar. * The damage occurred in Ras Laffan and affected 17% of Qatar's exports. * Repairs are expected to take three to five years. * The incident has implications for LNG supply reliability amid regional geopolitical tensions.
34. https://www.focus.de/finanzen/letzte-tanker-unterwegs-deshalb-wird-gas-noch-teurer_e22d9fa2-55ec-44d3-8898-a133e2a9433d.html - * Die letzten LNG-Tanker aus der Golfregion in der Fahrt nach Europa und Asien. * Die Blockade der Straße von Hormus beeinflusst LNG-Lieferungen. * Die europäischen Speichern werden für Winter 2026/2027 gefüllt, wobei Marktverzerrungen drohen. * Gaspreise steigen, kurzfristig könnten Heizkosten um bis zu 50 Prozent steigen. * Verbraucher sollten Verträge prüfen und vergleichen, um Kosten zu sparen.
35. https://www.actionnetwork.com/politics/when-will-strait-of-hormuz-traffic-return-to-normal - * The Strait of Hormuz has been effectively closed since March 2, with traffic down 95%. Only 16 ships crossed in the past week, compared to over 100 daily before the war. * Iran has used drones to deter shipping, causing insurance withdrawals and forcing rerouting through alternative pipelines. * The US and Iran disputes, including recent claims of negotiations and denials, have impacted market expectations of reopening. * The closure impacts global oil supply, causing price spikes, inflation, and increased shipping costs worldwide. * The shutdown is expected to persist well into 2026 due to ongoing operations and infrastructure disruptions.
36. https://scroll.in/article/1091608/qatars-gas-terminal-could-take-years-to-repair-and-india-will-suffer-the-cost?utm_source=rss&utm_medium=public - * On March 19, Ras Laffan LNG terminal in Qatar was hit by Iranian missile and drone strikes, suffering extensive damage. * The damage affects 17% of Qatar’s LNG infrastructure and may take years to repair due to the complexity of LNG projects. * The incident impacts LNG supplies to Asia, notably China, India, South Korea, Taiwan, and Pakistan, and affects global gas market prices. * Gas shortages have caused European and Asian gas prices to rise, with some nations potentially reverting to coal use. * The damage to Qatar’s LNG facilities causes a structural supply shortfall, maintaining high gas prices for the foreseeable future.
37. https://tribune.com.pk/story/2599024/qatarenergy-declares-force-majeure-on-lng-contracts - * QatarEnergy declared force majeure on some long-term LNG supply contracts due to Iranian attacks damaging Qatar's LNG infrastructure.
38. https://www.seoul.co.kr/news/newsView.php?id=20260324500318 - * QatarEnergy declares force majeure on long-term LNG supply contracts with South Korea, China, Italy, and Belgium due to damage from Iran missile attacks in the Middle East war. * The damage to LNG facilities affects 17% of Qatar's export capacity, with recovery estimated to take 3-5 years. * South Korea imports approximately 9-10 million tonnes of LNG annually, with about 6.1 million tonnes under long-term contracts. * Diversification efforts have reduced South Korea's reliance on Qatar LNG to below 20%. * Middle East conflict and targeted attacks threaten global LNG supply flows and could impact domestic gas prices in South Korea.
39. https://www.iltalehti.fi/ulkomaat/a/80677bb7-1e01-4619-8888-231407c97273 - * Maailman LNG-tarjonta voi romahtaa ensi viikolla, kun viimeiset kaasulastit Persianlahdelta saapuvat Aasiaan ja Eurooppaan.* Qatarin tuotanto katkeaa, koska Iranin ohjusiskut ovat vahingoittaneet Ras Laffanin LNG-laitosta, mikä voi vähentää tuotantoa jopa vuosiksi.* Päätuotantoalueet ovat saaneet viimeiset toimitukset ennen konfliktia, jonka jälkeen markkinoille syntyy vajaus.* Aasiassa, kuten Pakistanissa, kaasun tuonti on jo kärsinyt, ja hinnat ovat nousseet jyrkästi.* Eurooppa kohtaa toimituspainetta, vaikka vaihtoehtoisia reittejä on saatavilla.* Osa Qatarin tuotannosta voi jäädä markkinoilta jopa 3–5 vuodeksi, mikä voi kiristää globaalia energiatilannetta.* Hormuzinsalmen sulkeminen vaikuttaa myös raaka-aineiden, kuten lannoitteiden ja alumiinin, toimituksiin.* Hääiriöt voivat vaikuttaa myös ruoantuotantoon ja hintoihin.* Talousasiantuntijat varoittavat, että vaikutukset voivat kestää pitkään globaalisti.
40. https://scroll.in/article/1091608/qatars-gas-terminal-could-take-years-to-repair-and-india-will-suffer-the-cost?utm_source=rss&utm_medium=public - * Ras Laffan LNG terminal in Qatar was struck by Iranian missiles and drones, causing substantial damage. * Repairs are expected to take several years due to the complexity of LNG infrastructure. * The damage affects approximately 17% of Qatar’s LNG infrastructure. * LNG supplies from Qatar will be limited, impacting Asia, Europe, and global markets. * Global natural gas prices are likely to remain high due to structural supply disruptions from the Gulf region.
41. https://haitigazette.com/qatarenergy-declares-force-majeure-on-some-lng-contracts/ - * QatarEnergy declares force majeure on some long-term LNG supply contracts, affecting customers in Italy, Belgium, South Korea, and China. * The declaration follows production disruptions linked to the US-Israeli war on Iran. * Iranian missile and drone strikes have targeted oil and gas facilities across the Middle East. * QatarEnergy’s CEO reported damage to two LNG trains and one gas-to-liquids facility, with repairs expected to sideline 12.8 million tonnes of LNG annually for three to five years. * The disruptions threaten LNG supplies to Europe and Asia, causing concerns over energy security.
42. https://tribune.com.pk/story/2599024/qatarenergy-declares-force-majeure-on-lng-contracts - *QatarEnergy declared force majeure on some long-term LNG supply contracts following Iranian attacks that damaged two LNG trains and one GTL facility in Qatar.* *The attacks resulted in the loss of 17% of Qatar's LNG export capacity, causing an estimated $20 billion in annual revenue loss.* *Repairs will take three to five years; the damage impacts supplies to Europe and Asia, including Italy, Belgium, South Korea, and China.* *US-based ExxonMobil and Shell are partners in the damaged facilities.* *The damage sets the region back 10 to 20 years, according to QatarEnergy's CEO.*
43. https://www.seoul.co.kr/news/newsView.php?id=20260324500318 - * QatarEnergy declares force majeure on long-term LNG supply contracts with South Korea, China, Italy, and Belgium amid Iran missile attacks and Middle East war escalation. * LNG facilities in Qatar are critically damaged, with an estimated recovery time of 3–5 years. * Qatar is one of the top three global LNG producers, with 17% of export capacity affected. * South Korea imports approximately 9 to 10 million tonnes of LNG annually, with about 6.1 million tonnes under long-term contracts. * Diversification efforts have reduced South Korea's LNG dependence on Qatar to below 20%, but short-term shortages may impact industry and household gas prices.
44. https://www.iltalehti.fi/ulkomaat/a/80677bb7-1e01-4619-8888-231407c97273 - * Maailman LNG-virtaukset voivat romahtaa ensi viikolla, kun viimeiset kaasulastit Pearl lahdelta saapuvat ennen konfliktin eskaloitumista. * Qatar ja Arabiemiraatit lähettivät viimeiset LNG-alukset ennen Hormuzinsalmen sulkeutumista, ja ne ovat nyt matkalla Aasiaan ja Eurooppaan. * Qatar tuottaa noin viidenneksen maailman LNG:stä, ja Iranin ohjusiskut ovat vahingoittaneet Qatarin Ras Laffanin LNG-laitosta, mikä voi poistaa osan tuotannosta vuosiksi. * Viimeiset toimitukset matkaavat suunnitellusti noin 10 päivän aikana, mutta sen jälkeen markkinoille syntyy vajaus. * Aasian tuontiriippuvaiset maat, kuten Pakistan, kokevat jo toimituskriisiä ja joutuvat turvautumaan kalliimpiin energialähteisiin. * LNG:n hinnat ovat nousseet, ja kilpailu tuottajien välillä kiristyy; maat ovat ryhtyneet säästötalkoisiin ja lyhentäneet työviikkoja. * Eurooppakin kohtaa paineita, mutta vaihtoehtoisia toimitusreittejä on, ja kuusi LNG-lastia on matkalla Eurooppaan. * Hormuzinsalmen sulku pidempään jatkuneena uhkaa kiristää globaalia energiatilannetta, ja osa Qatarin tuotannosta voi jäädä pois markkinoilta jopa 3–5 vuodeksi. * Kaasun hinnan nousu voi vaikuttaa myös sähkömarkkinoihin Euroopassa, ja hintapaineet voivat näkyä myös Suomessa. * Hormuzinsalmen sulun vaikutukset ulottuvat laajemmin myös raaka-aineisiin kuten lannoitteisiin ja alumiiniin, mikä voi vaikuttaa ruoantuotantoon ja hintoihin. * Asiantuntijat varoittavat pitkäaikaisista taloudellisista ja globaalin energiasektorin seurauksista.
45. https://energy.economictimes.indiatimes.com/news/oil-and-gas/why-damage-to-qatars-gas-infrastructure-could-push-costs-higher-for-years-to-come/129775317 - * On March 19, Ras Laffan, the world's largest LNG terminal in Qatar, was struck by Iranian missiles and drones, causing substantial damage.* The attack may force QatarEnergy to declare force majeure on long-term contracts, affecting LNG supplies to Italy, Belgium, Korea, and China for up to five years.* LNG infrastructure is complex and expensive to repair due to its extreme cold temperatures and specialised materials.* The damage impacts approximately 17% of Qatar's LNG infrastructure, with repairs likely to take several years.* The event highlights the vulnerability of Gulf region LNG supplies, causing global supply shortages and higher prices, especially in Asia and Europe.
46. https://www.koreatimes.co.kr/world/20260325/qatarenergy-declares-force-majeure-on-lng-contracts-with-s-korea-china-italy-belgium-reports?utm_source=rss - * QatarEnergy declares force majeure on LNG contracts with South Korea, China, Italy, and Belgium due to damage from missile attacks in Qatar's Ras Laffan in the week prior. * Damage affects about 17 percent of Qatar's exports; repairs estimated to take three to five years. * The missile attacks are linked to regional conflict involving the U.S.-Israeli war against Iran and disputes over the Strait of Hormuz. * The declaration impacts long-term LNG supply, highlighting operational disruption in the energy sector.
47. https://www.gandul.ro/international/iranul-a-oprit-exporturile-de-gaze-catre-turcia-dupa-atacul-israelului-asupra-south-pars-cel-mai-mare-zacamant-de-gaze-din-lume-20839084 - * Iran suspends natural gas exports to Turkey after Israeli attack on South Pars on 18 March. * Last year, Turkey sourced about 14% of its gas from Iran. * Despite exports stopping, Turkey continues gas imports from Russia and Azerbaidjan. * Israel attacked South Pars, the world's largest gas field, prompting Iran's retaliatory attacks on Gulf states’ energy assets. * The incident impacts Iran's gas exports and regional energy stability.
48. https://www.iltalehti.fi/ulkomaat/a/80677bb7-1e01-4619-8888-231407c97273 - * Globe-wide LNG supply may collapse if Persian Gulf sources cease before next week. * Last shipments from Qatar and UAE en route to Asia and Europe are affected. * Iran's missile strikes have damaged Qatar's Ras Laffan LNG plant, impacting production. * Last shipments will arrive in about 10 days, after which market deficits are expected. * European and Asian markets are already experiencing price hikes and supply disruptions. * Global energy markets face prolonged risks if the Strait of Hormuz remains closed. * Alternative routes exist, but market tensions are expected to persist. * The conflict could impact other commodities, such as fertilisers and aluminium, with long-term effects.
49. https://www.mediafax.ro/stirile-zilei/qatar-energy-a-declarat-forta-majora-pe-livrarile-de-gnl-probleme-cu-furnizarea-in-italia-belgia-coreea-de-sud-si-china-23709043 - * QatarEnergy declares force majeure on contracts for LNG supplies to Italy, Belgium, South Korea, and China. * The declaration follows attacks by Iran causing damage to Qatar's LNG production facilities. * The attacks have resulted in a loss of 17% of Qatar's LNG export capacity and damages estimated at 20 billion USD annually. * Repairs are expected to take three to five years, affecting 12.8 million tonnes of annual LNG production. * The attacks targeted the Ras Laffan industrial complex, Qatar's largest LNG facility, with subsequent production suspensions.
50. https://www.oedigital.com/news/537209-australia-s-santos-halts-darwin-lng-exports-during-supply-crunch - * Australia's Santos temporarily shuts its Darwin LNG plant, citing planned equipment replacement on the BW Opal vessel. * The shutdown is expected to last "a number of weeks," impacting LNG exports amid global supply disruptions. * The outage follows recent disruptions from Qatar and Iran-linked attacks on Gulf energy infrastructure. * Darwin LNG's restart was delayed earlier due to technical issues with the Barossa gas project. * Australia's LNG supply is under pressure, affecting Asian and European markets.
51. https://themacroinsider.substack.com/p/quelle-suite-pour-le-gnl-apres-quatorze - ['* Le conflit en Iran a provoqué une forte hausse des prix du gaz naturel en Europe, doublant le prix spot du gaz (TTF) en mars 2026.', '* La fermeture du détroit d’Ormuz par l’Iran réduit drastiquement le transit de GNL, impactant la disponibilité mondiale et accentuant la dépendance asiatique.', '* La guerre impacte la production gazière du Qatar, avec des dommages aux infrastructures clés, et conduit à une suspension de la production globale de GNL qatari.', '* Le marché mondial du GNL est fortement concentré géographiquement, surtout dans le Moyen-Orient, et dépend principalement de la stabilité de la région.', '* La crise révèle la vulnérabilité de la stratégie européenne de diversification, soulignant la nécessité de réduire la dépendance aux hydrocarbures fossiles.']
52. https://theshillongtimes.com/2026/03/24/backchannel-talks-shape-us-iran-pause-report/ - * US officials from Egypt, Saudi Arabia, Turkey, and Pakistan involved in diplomatic discussions to de-escalate conflict with Iran. * US considered strikes on Iran; efforts aimed to find a temporary halt to fighting. * Oman working on safe passage for Strait of Hormuz; US and Iran exchanging messages via intermediaries. * No direct negotiations confirmed; disagreements remain on Iran’s nuclear programme and security guarantees. * US envoys Steve Witkoff and Jared Kushner leading diplomatic outreach. * The diplomatic efforts reflect regional concern over potential wider attacks and escalation.
53. https://www.t-online.de/nachrichten/ausland/internationale-politik/id_101182222/iran-krieg-aktuell-trotz-trump-ankuendigung-gaswerk-im-iran-angegriffen.html - * US- und israelische Streitkräfte greifen iranische Energieinfrastruktur an, bei Angriffen in Isfahan und Khorramshahr sowie bei Raketenangriffen auf Israel. * US-Präsident Donald Trump hatte zuvor angekündigt, von Angriffen auf die iranische Infrastruktur abzusehen, was widersprochen wurde. * Mehrere Einschläge in Tel Aviv bei iranischem Raketenangriff; sechs Verletzte gemeldet. * Iran startet neue Raketensalve auf Israel, durchdringt israelische Luftabwehrsysteme. * Israel reagiert mit Angriffen auf Ziele im Süden von Beirut.
54. https://www.eco-business.com/news/asean-could-meet-new-power-needs-with-solar-at-us67-billion-as-gas-prices-surge-study/ - * Solar power could help Southeast Asian nations avoid costly gas imports amid rising global gas prices caused by the Gulf crisis. * Replacing gas capacity with solar in Asean could save up to US$67 billion. * Currently, Southeast Asia has less than 1% of its technical solar potential, and gas capacity is projected to nearly double by 2030. * The Gulf crisis and closure of Strait of Hormuz have increased LNG prices, affecting countries like Singapore and Thailand. * The report criticises reliance on fossil fuels like coal, noting increasing costs and environmental impacts; advocates for expanding renewables.
55. https://www.ilfattoquotidiano.it/2026/03/15/trump-hormuz-supporto-militare-europa-news/8325224/ - * Trump asks multiple countries to contribute to securing the Strait of Hormuz, inviting international participation. * The US diplomat Mike Waltz urges global involvement, emphasising Iran’s actions threaten economies. * European countries, including Italy, have not committed military support; Italy denies involvement. * South Korea and Japan are considering responses but have not committed to military support. * Iran has warned against escalation, urging countries to avoid actions that could lengthen the conflict. * A meeting at the EU Foreign Affairs Council in Brussels is scheduled to discuss the situation.
56. https://www.lapresse.tn/2026/03/15/hausse-du-petrole-la-tunisie-face-a-un-trou-budgetaire-de-64-milliards-de-dinars/ - * La hausse des prix du pétrole en 2026 pourrait entraîner un déficit de 6,4 milliards de dinars dans les finances publiques tunisiennes si le prix moyen reste à 103 dollars le baril. * La situation est liée à la tension géopolitique au Moyen-Orient, notamment autour du détroit d’Hormuz, impliquant les États-Unis et l’Iran. * La crise régionale pourrait entraîner la suspension de production de gaz naturel liquéfié au Qatar et l’interruption de certains champs pétroliers en Arabie saoudite, Koweït, Qatar et Bahreïn. * La hausse des prix du pétrole afecta directement l’inflation, le déficit commercial, la balance des paiements et la valeur du dinar tunisien. * Le scénario idéal pour la Tunisie prévoit une désescalade diplomatique pour éviter un choc économique majeur.
57. https://thearabianpost.com/security-council-weighs-hormuz-force-mandate/ - * Diplomatic efforts are underway at the United Nations to negotiate a draft resolution authorising military actions to protect shipping in the Strait of Hormuz. * The proposal, circulated by Bahrain, aims to establish a legal framework for international coordinated action, including the possible use of force. * Tensions involving geopolitical rivalries and incidents have fluctuated in the area, affecting global oil supplies. * Western countries and Gulf states support stronger maritime security measures; Russia and China prefer diplomatic solutions. * Iran is expected to scrutinise the proposal due to sovereignty concerns, while industry stakeholders monitor potential economic impacts.
58. https://www.asianews.it/news-en/Tehran-denies-talks-with-US%2C-launches-new-missile-strikes-against-Israel-65099.html - * Iran launched a new wave of missiles against Israel, shortly after US talks were denied by Tehran. * US negotiators reportedly may meet Iranian officials in Pakistan this week. * The US expressed that its dialogue with Iran was ongoing, while Iran dismissed talks. * The incident occurred amidst broader regional conflicts and diplomatic tensions.
59. https://ceenergynews.com/oil-gas/global-gas-7th-budapest-lng-summit/ - * The 7th Budapest LNG Summit will take place on 7 May 2026, in Budapest, involving senior gas and LNG sector representatives from over 25 countries. * The forum will discuss global energy security, regional infrastructure, market integration, and the impact of geopolitical tensions, including Middle East conflicts, on gas markets. * Speakers will address trends related to supply security, LNG’s role in system flexibility, and the effect of supply shocks on regional prices. * Infrastructure development and cross-border cooperation projects will be examined, highlighting regional resilience efforts. * The summit will also explore gas’s role in Europe’s energy transition and market dynamics, including pricing and risk management.
60. https://www.burgasnews.com/2026/03/24/%D1%81%D0%B0%D1%89-%D0%BA%D1%8A%D0%BC-%D0%B5%D1%81-%D0%BF%D0%BE%D0%B4%D0%BF%D0%B8%D1%81%D0%B2%D0%B0%D1%82%D0%B5-%D0%B1%D0%B5%D0%B7-%D0%BF%D0%BE%D0%BF%D1%80%D0%B0%D0%B2%D0%BA%D0%B8-%D0%B8%D0%BB%D0%B8/ - • US warns EU that without ratification of a trade agreement, access to American LNG may be revoked, as per ambassador Puzder. • The EU's ratification process is delayed due to issues including Trump’s threat to invade Greenland. • The agreement involves a commitment for the EU to purchase US energy worth US$750 billion by 2028. • Global LNG supply is under pressure due to disruptions in Qatar and Iran's blockade of the Strait of Hormuz. • Europe remains vulnerable due to dependence on LNG imports, mainly from Qatar.
61. https://www.gccbusinessnews.com/hormuz-economic-terrorism-uae-minister/ - * HE Dr. Sultan bin Ahmed Al Jaber, UAE Minister of Industry and Advanced Technology, warned that weaponizing the Strait of Hormuz constitutes economic terrorism with global impact. * Speaking at CERAWeek in Houston (March 23-27), he highlighted recent oil price surges and energy security concerns. * The UAE has invested heavily in infrastructure, planning, and strategic partnerships, particularly with the United States, with over $85 billion in energy asset investments. * The crisis is framed as a security issue, not a supply problem, emphasizing the importance of maintaining open energy routes. * A call was made for global collaboration to build resilience within the energy sector."
62. https://www.gccbusinessnews.com/new-uae-saudi-corridor-cargo-connectivity/ - * The UAE and Saudi Arabia launched a multimodal logistics corridor connecting Sharjah and Dammam. * The project aims to ensure faster, more resilient cargo movement, integrating sea and land transport. * The corridor bypasses the Strait of Hormuz, which has seen increased geopolitical tensions. * The initiative links key inland logistics infrastructure including Khorfakkan Terminal and Sajaa Dry Port. * It aims to diversify regional trade routes and improve supply chain resilience amid regional instability.
63. https://www.foxnews.com/politics/trumps-iran-strategy-showcases-doctrine-unpredictability-amid-strike-threats-sudden-pause - * President Donald Trump paused planned U.S. strikes on Iran hours before a deadline, citing diplomatic progress which Iran denied, creating uncertainty.* * The move came after a threat to target Iran’s infrastructure if the Strait of Hormuz was not reopened, rattling oil markets.* * Trump announced a five-day delay, citing 'productive conversations', with a focus on nuclear disarmament.* * Iran rejected the negotiations and accused Washington of psychological warfare; U.S. military assets expanded in the region.* * The strategy involves a dual track of diplomacy and military readiness, with potential for escalation or resolution.*
64. https://www.bahrainnews.net/news/278940683/israel-six-people-injured-after-iranian-missile-attack - * Six people injured in Iranian missile attack on Tel Aviv, damaging buildings and vehicles.* Iranian forces, including IRGC, launched missile and drone strikes targeting Israeli and US sites in the region, including Tel Aviv, Dimona, and Eilat.* An Israeli attack caused a petrol station explosion in southern Lebanon, prompting displacement orders.* Kuwait reported damage to power lines from intercept operations, resulting in power outages.* Human Rights Watch accused Iran of targeting civilian ships in the Strait of Hormuz, potentially constituting war crimes.* The conflict has led to regional destabilisation and concerns over global energy security due to damage to infrastructure and supply bottlenecks.
65. https://www.trend.az/business/energy/4168073.html - * BMI, a unit of Fitch Solutions, revises down Qatar's LNG export forecasts following Iranian missile strikes on Ras Laffan in March 2026. * Damage to liquefaction trains causes a projected decline in LNG exports from 104 bcm in 2025 to 83 bcm in 2026, with outages expected to last three to five years. * Force majeure declared on long-term contracts with buyers including China, South Korea, Italy, and Belgium. * Overall natural gas production may decline around 6.7%, despite ongoing pipeline exports and domestic demand. * Damage may delay capacity expansion under the North Field East project, pushing full capacity to 2028. * BMI downgrades Qatar’s 2026 GDP growth forecast to 2.0% from 5.2%, citing economic disruptions and risks of recession.
66. https://www.trend.az/iran/4168147.html - * Iran's gas facilities and pipeline in Isfahan and Khorramshahr were partially damaged in U.S.-Israeli airstrikes. * Attacks occurred amid ongoing Middle East escalation since late February, following increased military strikes. * The conflict involves US and Israel conducting airstrikes; Iran launched missile and drone attacks in response. * The conflict threatens regional energy infrastructure and maritime transport, causing oil prices to surge.
67. https://www.24newshd.tv/24-Mar-2026/iran-unveils-conditions-demands-expulsion-us-forces-gulf - - Iran outlines non-negotiable conditions for ceasefire, including expulsion of US military from Gulf and West Asia, and control of Strait of Hormuz. - These demands emerged following Iran-US tensions, missile and drone operations, and damage to energy assets. - Iran insists the war continues until damages are compensated and sanctions lifted; signals readiness for peace talks in Pakistan. - Over 40 energy assets damaged, oil prices surging past 100 dollars per barrel, with warnings of 200 dollars if Strait remains contested. - Iran's posture influences regional energy security and global oil markets amid ongoing conflict since February 28.
68. https://ambitiousbaba.com/the-hindu-editorial-analysis-24th-march-2026/ - * Iran's military warns it could shut the Strait of Hormuz and attack US facilities if the US targets Iran's power plants. * US President Donald Trump threatened to destroy Iran’s power plants within 48 hours if Iran does not reopening the strait. * Tensions increase as Iran’s military states that if attacked, the Strait will be fully closed until damaged plants are rebuilt. * Iran's Parliament considers charging tolls on ships passing through and warns of damaging regional infrastructure. * Shipping through the Strait has reduced significantly, with attacks on vessels by Iran reported. * Iran's representative to the UN Maritime body states the Strait is open except to ships from Iran's perceived enemies.
69. https://en.nhandan.vn/hormuz-strait-bottleneck-fertiliser-prices-no-longer-just-a-market-issue-post160327.html - - The Strait of Hormuz, a critical route for energy and fertiliser trade, has become a geopolitical chokepoint, affecting global fertiliser supply. - Disruptions threaten to cause shortages, with a potential 25-day reserve lifespan and operational delays of 4-6 weeks in chemical plants. - The crisis, emerging pre-spring planting season, has led to sharp price surges in fertiliser categories, impacting US farmers and global markets. - China has responded by halting exports, causing shortages for major importers like India and Southeast Asia. - Vietnam’s domestic fertiliser resilience partly shields it from global disruptions, though reliance on imports remains. - Market strategies include hedging and international market integration to manage risks amid geopolitical tensions.
70. https://www.ad-hoc-news.de/boerse/news/ueberblick/international-seaways-stock-navigates-tanker-market-volatility-amid-global/68973273 - * International Seaways released its Q4 and full-year 2025 financial results, highlighting robust performance in the tanker sector. * Revenue increased due to high freight rates amid sanctions on Russian oil and Red Sea disruptions. * The tanker market remains supported by geopolitical tensions, including prolonged sanctions and Houthi attacks, boosting demand. * The company's modern fleet benefits from structural tailwinds, with supply growth muted and fleet renewal strategies in place. * US investors are attracted to the stock's NYSE listing, USD dividends, and exposure to energy logistics amid global trade shifts.
71. https://www.thenational.scot/news/25961982.israel-continue-strikes-iran-despite-calls-peace/?ref=rss - * Israel's Prime Minister Netanyahu states that Israel is continuing missile and nuclear strikes in Iran and Lebanon. * US delays threatened strikes against Iran's energy infrastructure, and oil prices fluctuate above and below $100 per barrel. * European Commission calls for an end to hostilities in Iran due to global energy security concerns. * The conflict has resulted in over 1500 deaths in Iran, 1000 in Lebanon, and casualties in Israel, with escalating military actions and infrastructure strikes. * Iranian missile fire at Israel occurs amid ongoing regional conflict.
72. https://lenta.ru/news/2026/03/24/fon-der-lyayen-pozhalovalas-na-otkaz-ot-rossiyskogo-gaza-za-odnu-noch/ - • Ursula von der Leyen stated Europe had to abandon Russian gas overnight during a speech in Australia. • She described the move as painful and linked it to the war in Ukraine, with a realisation of dependencies since February 2022. • She compared Europe's situation to Australia's potential scenario of stopping iron ore sales. • Finland reported an energy crisis without Russian gas, citing the country's political stance. • The European debate includes reconsidering gas purchases from Russia amidst geopolitical tensions.
73. https://lenta.ru/news/2026/03/24/arabskie-strany-peredumali-ostavatsya-v-storone-ot-udarov-po-iranu/ - * Saudi Arabia and the UAE are close to joining a military campaign against Iran, as reported by The Wall Street Journal. * Saudi Crown Prince Mohammed bin Salman intends to restore deterrence after Iran's attacks on energy facilities. * Saudi Arabia agreed to allow US troops to use its airbase, shifting its previous position. * The UAE is taking measures against Iranian assets and considering sending troops to the front. * Over 20 countries, including European nations and regional states, support ensuring safe passage through the Strait of Hormuz. * The signatory states call for Iran to cease attacks in the strait to uphold international maritime principles.
74. https://www.thehindubusinessline.com/economy/why-damage-to-qatars-gas-infrastructure-could-push-costs-higher-for-years-to-come/article70778611.ece - * On March 19, Ras Laffan, the world’s largest LNG terminal in Qatar, was hit by Iranian missiles and drones, causing substantial damage. * The damage affects approximately 17 per cent of Qatar’s LNG infrastructure and could impact supplies to Italy, Belgium, Korea, and China for up to five years. * Repairing the complex is complex and time-consuming due to the specialised, large-scale LNG infrastructure. * The event highlights the vulnerability of Gulf LNG supplies, especially affecting Asian countries and leading to increased global gas prices. * European gas prices have more than doubled since mid-January, and high prices may persist for several years.
75. https://www.thehindubusinessline.com/economy/why-damage-to-qatars-gas-infrastructure-could-push-costs-higher-for-years-to-come/article70778611.ece - * On March 19, Ras Laffan, Qatar's largest LNG terminal, was hit by Iranian missiles and drones, causing substantial damage. * The damage affects approximately 17% of Qatar’s LNG infrastructure, impacting supplies to Italy, Belgium, Korea, and China for up to five years. * The damage influences global gas prices, with shortages likely to persist and increase costs, especially in Asia and Europe. * Repairing LNG infrastructure is complex and time-consuming due to extreme temperature sensitivities and size of components. * The event highlights vulnerabilities in Gulf region LNG supplies, affecting global energy markets and potentially increasing reliance on coal.
76. https://www.scmp.com/news/world/middle-east/article/3347688/iran-targets-israel-and-gulf-states-after-denying-trump-claim-talks?utm_source=rss_feed - * Smoke from Iranian missiles and drones targeted Israel and Gulf Arab states on Tuesday. * US President Donald Trump claimed talks with Iran to end the war, delaying oil shipping sanctions. * Trump threatened to target Iran's power stations if Strait of Hormuz was not reopened. * Iran denied any negotiations had taken place. * The US-Iran tensions raised concerns over regional stability, energy security, and potential escalation.
77. https://www.thehindubusinessline.com/news/national/defence-minister-rajnath-singh-chairs-meeting-to-review-security-and-defence-preparedness/article70778520.ece - * Defence Minister Rajnath Singh chaired a security and defence preparedness meeting amid ongoing regional tension in West Asia. * The meeting involved senior military and defence officials in India. * The conflict, entering its fourth week, involves US, Israel, and Iran, affecting trade routes through the Strait of Hormuz. * Iran launched retaliatory attacks on Israeli and US assets, disrupting Gulf waterway and impacting energy markets. * Prime Minister Narendra Modi addressed parliamentary sessions on the conflict's impact on India's energy security and trade. * The conflict affects India’s crude oil and gas supply and trade routes crucial for the country's economy.
78. https://www.thehindubusinessline.com/economy/why-damage-to-qatars-gas-infrastructure-could-push-costs-higher-for-years-to-come/article70778611.ece - * On March 19, Ras Laffan LNG terminal was hit by Iranian missiles and drones, causing substantial damage. * The damage affects 17% of Qatar’s LNG infrastructure, potentially disrupting supplies for up to five years. * The complex's repair is complex and lengthy due to the specialised, large-scale components involved. * The event impacts global gas prices, especially in Asia and Europe, due to reduced supply from Qatar. * Gas shortages are expected to keep prices elevated, impacting energy security and market dynamics.
79. https://www.devdiscourse.com/article/headlines/3848298-iranian-strikes-shake-global-lng-markets - * The world's largest LNG terminal, Ras Laffan in Qatar, was damaged by Iranian missiles and drones on March 19.* Fires led to significant damage and operational disruptions that may last years.* The incident could result in a 'force majeure' declaration by QatarEnergy, affecting long-term gas supply contracts.* The disruption is likely to keep gas prices high and affect global markets, including Asian and European regions.* Some countries may revert to coal for energy due to supply concerns.
80. https://eraoflight.com/2026/03/24/iran-says-talks-with-us-are-fake-news-after-trump-threatens-to-just-keep-bombing-wants-hormuz-to-be-jointly-controlled/ - *Iran's Foreign Ministry and Parliament deny recent US talks, stating no negotiations have taken place.* *President Trump claims productive talks with Iran, postponing military strikes for five days.* *Trump states Hormuz will be jointly controlled and oil prices will drop when a deal is reached.* *Iran's IRGC launches missile attacks on Israel, and Iran publishes a list of regional targets.* *US officials assess presence of underwater mines in the Strait of Hormuz, increasing geopolitical tensions.* *Iran threatens to close the Strait of Hormuz and deploy mines if attacked.* *International actors, including Russia, Pakistan, Oman, and the UK, engage diplomatically amid escalating conflicts.*
81. https://economictimes.indiatimes.com/news/defence/iran-war-day-25-live-news-us-mulls-sending-paratroopers-peace-prospect-foggy-with-conflicting-statements-energy-strikes-on-iran-continue/articleshow/129766152.cms - * Strikes hit Iran's gas facilities and pipelines, disrupting energy infrastructure in Isfahan and Khorramshahr. * Kuwait power grid was affected by debris from intercepted projectiles. * US considers deploying Rapid Forces and examining options to seize Kharg Island, a key oil export hub. * US military movements include potential deployment of Marines and Paratroopers. * Iranian oil exports are being impacted, with Indian refiners paying premiums for Iranian crude. * Amazon AWS Bahrain region experienced drone-related disruption linked to ongoing conflict. * Conflict continues beyond Iran, affecting Kuwait and Iraq, with momentum towards escalation despite diplomatic signals.
82. https://www.indiandefensenews.in/2026/03/eam-jaishankar-us-secretary-of-state.html - * External Affairs Minister S Jaishankar and US Secretary of State Marco Rubio hold a telephonic conversation on West Asia conflict and global energy security. * US President Donald Trump announces a five-day pause in planned military strikes on Iranian energy infrastructure to allow diplomatic talks. * Iran's parliamentary speaker MB Ghalibaf dismisses US claims of negotiations and accuses Washington of manipulating oil markets. * India’s involvement reflects its concern over energy imports and its effort to safeguard energy security amidst the crisis. * The situation remains fluid with ongoing diplomatic and military developments.
83. https://www.devdiscourse.com/article/headlines/3848298-iranian-strikes-shake-global-lng-markets - * The Ras Laffan LNG terminal in Qatar was damaged by Iranian missiles and drones on March 19. * Fires caused operational disruptions and estimated economic losses; repairs may last years. * QatarEnergy's CEO hinted at declaring a 'force majeure' potentially disrupting long-term gas supply contracts. * The incident impacts global gas markets, especially in Asia and Europe, and could lead some countries to revert to coal. * Gas prices are expected to remain high amid ongoing repairs at the facility.
84. https://www.news18.com/india/your-next-14-2-kg-lpg-cylinder-may-carry-10-kg-gas-only-heres-why-ws-l-9993501.html - * The West Asia conflict has affected oil and gas imports through the Strait of Hormuz, impacting LPG supplies to India.
85. https://www.news18.com/india/six-lpg-vessels-ready-in-persian-gulf-india-fast-tracks-sop-to-move-them-amid-hormuz-crisis-ws-l-9993460.html - * Six LPG vessels are anchored in the Persian Gulf, unable to transit the Strait of Hormuz due to ongoing conflict involving Iran, Israel, and the US. * Two vessels, Jag Vasant and Pine Gas, have received approval from Iranian authorities to cross and are expected to reach Indian ports. * India is seeking to secure LPG supplies disrupted by regional tensions and war in West Asia. * Iranian authorities, including the IRGC, are providing positive yet careful approvals for vessel transit. * India is increasing domestic LPG production and diversifying supply sources to stabilise the market.
86. https://www.sentinelassam.com/more-news/international/just-want-to-have-as-much-oil-in-system-as-possible-trump-as-us-temporarily-eases-oil-sanctions-on-iran - * US President Donald Trump states the US aims to have as much oil in the system as possible to meet energy demands. * US relaxes sanctions on Iranian-origin crude oil and petroleum products until 19 April 2026. * The decision is linked to concerns over disruptions through the Strait of Hormuz amid geopolitical tensions. * The easing permits sale and import of Iranian oil within specified timeframes, including transactions loaded on vessels as of March 20. * The move is intended to stabilise global energy markets rather than benefit Iran financially, according to Trump.
87. https://irrationalanalysis.substack.com/p/passing-liquified-gas - * Iran attacked Qatar LNG infrastructure, removing 17% of Qatar’s capacity for 3-5 years (2026). * Israel bombed Iranian natural gas infrastructure, with USA permission, amid Middle East tensions. * Qatar is a key player in the LNG market, with European countries heavily dependent on LNG imports. * European gas stockpiles are at historic lows, increasing supply risks. * US company Cheniere Energy could benefit from potential LNG supply disruptions. * The events could lead to increased US LNG exports and price volatility.
88. https://responsiblestatecraft.org/iran-war-asia/ - * As the U.S.-Israeli war against Iran intensifies, geopolitical tensions threaten economic and geopolitical stability in Asia. * The "Yuxi Circle," containing about 55% of the global population, faces disruption due to the conflict in the Persian Gulf. * Dependence on oil passing through Strait of Hormuz is critical for countries like Japan, South Korea, and the Philippines. * Oil and fertilizer supply disruptions could impact regional development, food security, and domestic stability. * Asia's countries are likely to face economic, political, and security challenges stemming from the conflict.
89. https://www.radiofree.org/2026/03/23/iran-war-strait-of-hormuz-energy-crisis-reveal-decline-of-u-s-empire-historian-alfred-mccoy/ - * The U.S.-Israeli war on Iran has entered its fourth week. * The Strait of Hormuz has been de facto closed by Iranian forces. * Shipments of oil, natural gas, and fertilizer have been drastically curtailed. * Oil prices have increased by about 50% since late February. * President Trump threatened Iran with military action if the strait was not reopened. * Iran has threatened to destroy infrastructure across the Gulf. * Alfred McCoy states Iran holds a strategic position with leverage if the strait remains closed.
90. https://www.watoday.com.au/world/middle-east/trump-s-iran-war-has-inflamed-bitter-rivalries-that-will-shake-the-world-20260324-p5txdy.html?ref=rss&utm_medium=rss&utm_source=rss_feed - * US President Donald Trump delays action against Iran, pending talks with Iranian officials, amidst regional tensions.* * Iran’s retaliatory threats and missile strikes have heightened regional conflict, especially affecting Gulf states.* * Gulf Cooperation Council countries, particularly UAE and Qatar, have shifted their stance towards Iran, with some allies emphasising security and anti-Iranian rhetoric.* * Control of the Strait of Hormuz remains a central strategic concern, with potential territorial disputes over islands.* * The conflict's aftermath threatens long-term regional stability and global energy security.*
91. https://www.businesstoday.in/world/story/no-negotiations-held-iran-rejects-trumps-claim-of-talks-to-end-war-calls-it-fake-news-521962-2026-03-24?utm_source=rssfeed - * Iran rejects claims of negotiations with the US, calling them 'fake news'. * Iranian officials deny US talks and dismiss reports of messages and negotiations. * US-Iran conflict enters its fourth week, with military actions from both sides. * Strait of Hormuz disruptions impact global energy supplies, raising prices. * US President Trump indicates ongoing discussions but denies military strikes, citing negotiations success.
92. https://www.viva.co.id/berita/dunia/1887716-tegas-iran-ancam-pasang-ranjau-laut-di-teluk-persia-jika-as-lakukan-hal-ini - * Iran memperingatkan bahwa setiap upaya militer terhadap wilayahnya akan dibalas dengan penutupan jalur pelayaran di Teluk Persia. * Pernyataan tersebut disampaikan pada 23 Maret dan merujuk pada rencana memasang ranjau laut di kawasan Teluk Persia. * Ancaman ini muncul jika AS melancarkan serangan ke wilayah pesisir atau pulau Iran. * Iran menyatakan seluruh jalur akses di Teluk akan dipasangi ranjau laut termasuk ranjau terapung yang bisa dilepaskan dari garis pantai. * Langkah ini berpotensi mengganggu distribusi minyak dunia dan meningkatkan kekhawatiran pasar energi global.
93. https://www.freepressjournal.in/world/us-israel-and-iran-war-why-saudi-arabia-uae-are-bracing-for-conflict-while-pakistan-turkey-and-egypt-seek-to-broker-peace - * The war between US and Israel against Iran began on February 28, 2026, with a surprise attack that killed Iran's Supreme Leader. * Iran retaliated by striking US bases and energy infrastructure in Saudi Arabia, the UAE, Qatar, and Kuwait. * Gulf monarchies like Saudi Arabia and the UAE have moved from neutrality, granting US military access and shutting Iranian assets. * Iran's energy warfare involves closing the Strait of Hormuz, pushing crude oil prices above $100 per barrel. * Diplomatic efforts are ongoing through Turkey and Oman to de-escalate, involving temporary pauses in military actions. * The US has postponed strikes against Iran, citing diplomatic talks as a reason for the delay. * Humanitarian impacts include widespread displacement inside Iran and global energy supply disruptions due to the blocked Strait of Hormuz.
94. https://www.sondakika.com/guncel/haber-trump-in-iran-uzerine-diplomasi-hamlesi-19683131/ - * Trump announced on social media that US and Iran are conducting 'good and productive' talks, allowing a pause in attacks on Iran's energy infrastructure. * Iran denied recent negotiations, saying no talks have taken place and criticising the US for manipulating petrol prices. * US officials, including Jared Kushner and Steve Witkoff, reportedly facilitated indirect messages between the sides, with Pakistan leading some diplomatic efforts. * Iran's Foreign Ministry dismissed direct negotiations, while Russia follows the developments closely amid conflicting reports. * Trump claimed Iran wants to 'reach an agreement' and emphasised Iran's no-nuclear ambitions, suggesting a deal is near, with potential pathway to market rapport. * Israeli sources speculated that Iran's parliamentary speaker Mohammad Bagher Ghalibaf was a key figure in talks, which Iran and the US denied. * The Iran issue has heightened global energy market fears, with oil prices falling initially but markets remaining volatile amid threats to the Strait of Hormuz. * IEA's Fatih Birol warned of potential world energy crises due to Iran-related tensions, comparing the scale to past oil shocks.
95. https://english.dainikjagranmpcg.com/special-news/only-7-14-days-natural-gas-left-in-india-amid-iran/article-15875 - * India has 7-14 days of natural gas supplies left due to disruptions caused by the Iran war. * LNG shipments through the Strait of Hormuz are stalled, impacting imports. * Domestic production covers roughly half the needs; the other half depends on LNG, mostly from Qatar. * India's stocks of natural gas are limited to one or two weeks of imports, with no strategic reserves. * The government has prioritised household supplies and issued emergency regulations to manage the crisis.
96. https://www.watoday.com.au/business/companies/santos-halts-gas-exports-from-darwin-amid-global-energy-scramble-20260324-p5udgx.html?ref=rss&utm_medium=rss&utm_source=rss_feed - * Oil and gas company Santos temporarily shuts down gas exports from Darwin due to equipment replacement needs. * The shutdown coincides with a global energy crisis caused by Middle Eastern conflicts, affecting LNG supply and prices. * Demand for Australian LNG increases as Asian countries seek additional supplies amid disruptions and attacks in the Middle East. * Santos and Woodside Energy's share prices have risen 16% and 24% respectively since February 28, 2026. * The Darwin LNG plant's shutdown impacts the Barossa gas project's output, with a return to full capacity uncertain.
97. https://dohanews.co/italy-seeks-alternative-gas-supplies-as-meloni-heads-to-algeria-amid-qatar-gas-shortages/ - * Italy is seeking alternative gas supplies from Algeria due to disruptions in deliveries from Qatar following Iranian strikes. * Prime Minister Giorgia Meloni is scheduled to visit Algiers to strengthen energy cooperation. * The Italian government is working with Algeria, the US, and Azerbaijan to increase gas imports. * Algeria supplies about 30% of Italy’s gas, replacing Russian supplies since 2022. * Qatar informed Italy’s Edison it cannot fulfil April's contractual obligations due to recent attacks on gas facilities.
98. https://www.ndtvprofit.com/world/iranian-media-report-strikes-on-energy-facilities-after-trump-extends-deadline-11257593 - * Iranian media reported that energy facilities in Isfahan and Khorramshahr were struck, causing damage to gas infrastructure and a pipeline. * The strikes occurred hours after US President Donald Trump extended his deadline for Iran to reopen the Strait of Hormuz. * Trump announced plans to seek Iran's enriched uranium and end its nuclear programme, claiming negotiations were ongoing. * Iranian officials denied negotiations and accused the US of manipulating markets and delaying military actions. * The incident highlights ongoing tensions between the US and Iran related to energy infrastructure and geopolitical conflict.
99. https://drilled.ghost.io/petromasculinity-is-eating-itself-and-destroying-us-all/ - * The article discusses the historical context of US and European oil interests, including the 1928 Red Line Agreement, and their enduring impact on current geopolitics. * It describes Europe's dependency on LNG and Russian gas, and how conflicts such as Russia's invasion of Ukraine influence energy supply and alliances. * Iran's threats to disrupt oil and gas transit and its proposal to trade in yuan threaten US control over the petrodollar system. * The concept of 'petromasculinity' is introduced, linking fossil fuels to authoritarianism and geopolitical power struggles. * The piece concludes that the fossil fuel industry’s influence is destabilising, and energy transitions could be accelerated due to current crises.
100. https://elcomercio.pe/mundo/oriente-medio/iran-dos-ataques-contra-infraestructura-gasistica-en-isfahan-segun-agencia-irani-jorramshahr-donald-trump-estados-unidos-israel-ultimas-noticia/ - * Two projectile impacts hit gas infrastructure in Iran, one on a gas pipeline in Jorramshahr and another on administrative buildings in Isfahán, reported by Iranian agency Fars.* * The attack in Isfahán affected a building and a pressure reduction point at a gas station.* * The Jorramshahr impact did not result in casualties.* * The attacks follow US President Donald Trump's decision to delay potential attacks on Iran's energy infrastructure.* * Israel previously bombed Iranian gas facilities in South Pars, leading to retaliatory strikes in the Gulf region.*
101. https://www.business-standard.com/world-news/saudi-arabia-uae-take-steps-toward-joining-iran-war-amid-escalation-126032400109_1.html - * Saudi Arabia agreed to allow US military access to King Fahd Air Base, signalling a possible escalation of the Iran conflict. * The United Arab Emirates closed an Iranian-owned hospital and club, reducing support for Tehran. * Some missiles used in attacks on Iran were launched from Bahrain, according to videos. * Crude oil prices edged higher after the report; US stock futures erased gains. * The moves indicate Gulf partners’ growing frustration with Iran amid regional conflict escalation. * US and Israeli attacks on Iranian targets prompted Iranian retaliations across the Middle East. * US President Donald Trump delayed attacking Iranian energy infrastructure after talks with Iran, details undisclosed. * Negotiations with Iran are denied by Iran’s officials, with mediatable reports of US attempts through intermediaries.
102. https://www.business-standard.com/world-news/uae-air-defences-engage-7-ballistic-missiles-16-uavs-launched-from-iran-126032400065_1.html - * The UAE Ministry of Defence stated its air defence systems intercepted 7 ballistic missiles and 16 UAVs launched from Iran on Monday. * Since the start of hostilities, UAE air defences have engaged 352 ballistic missiles, 15 cruise missiles, and 1789 UAVs. * The conflict has caused casualties, including 2 military personnel, 6 civilians, and 161 injuries. * The UAE reaffirmed readiness to maintain stability and confront threats. * The escalation follows the killing of Iran's former Supreme Leader and Iran's retaliation against US and Israeli targets, disrupting regional waterways and affecting energy markets.
103. https://www.business-standard.com/economy/news/from-indian-films-to-italian-wine-iran-war-ripples-through-global-economy-126032400129_1.html - * The US and Israel's war in Iran has caused supply shocks impacting global markets, notably energy prices and inflation, since late February. * Industries across various countries, including India, Italy, and the UK, face higher costs and delayed or affected operations due to rising energy and commodity prices. * Oil prices could reach nearly $110 per barrel if the conflict persists, risking economic slowdown and higher inflation across Europe and the US. * India, heavily dependent on oil imports passing through the Strait of Hormuz, experiences supply constraints affecting energy and manufacturing sectors. * Financial markets show increased bond yields and tightening conditions, with central banks considering rate hikes to combat inflation.
104. https://www.theage.com.au/business/markets/the-war-may-end-soon-but-its-damage-will-stay-with-us-for-years-to-come-20260324-p5two1.html?ref=rss&utm_medium=rss&utm_source=rss_business - * The war on Iran has led to significant volatility in financial markets, including sharp declines in sharemarkets and surges in oil and LNG prices. * Damage to regional energy infrastructure and disruptions in the Strait of Hormuz threaten global energy supplies and prices, with some countries facing fuel shortages. * Major economies such as Japan, South Korea, India, and Pakistan depend heavily on oil imports from the Persian Gulf affected by the war. * Different countries are experiencing inflation and growth slowdowns due to increased energy costs and supply disruptions. * The war is expected to cause long-term changes in the energy market and global economic outlook.
105. https://www.indiatoday.in/world/story/saudi-uae-on-cusp-of-joining-iran-fight-as-attacks-mount-patience-runs-out-2886175-2026-03-24?utm_source=rss - * Saudi Arabia and the UAE are on the verge of deciding to join the US-Israel conflict against Iran. * Gulf countries have shifted from caution to weighing military or financial action. * Attacks by Iran on Gulf infrastructure, including a strike on Qatar’s Ras Laffan gas hub, have increased tensions. * Gulf states are contemplating military access and financial sanctions on Iran. * US and Gulf alliance aims to degrade Iran’s military capabilities and prevent emboldenment post-conflict.
106. https://al-sharq.com/article/24/03/2026/%D9%88%D9%83%D8%A7%D9%84%D8%A9-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%A7%D9%84%D8%AF%D9%88%D9%84%D9%8A%D8%A9-%D8%A3%D9%83%D8%AB%D8%B1-%D9%85%D9%86-40-%D9%85%D9%86%D8%B4%D8%A3%D8%A9-%D8%AA%D8%B9%D8%B1%D8%B6%D8%AA-%D9%84%D8%A3%D8%B6%D8%B1%D8%A7%D8%B1-%D8%A8%D8%A7%D9%84%D8%BA%D8%A9 - * The International Energy Agency (IEA) reports that at least 40 energy facilities in nine Middle Eastern countries have suffered 'severely or very seriously' damage since the outbreak of the Iranian war. * The damage has raised concerns over prolonged disruptions to energy supplies. * The IEA's CEO, Fatih Birol, stated extensive repairs will take time, citing disruptions across oil and gas fields, refineries, and pipelines. * The conflict has significantly affected energy trade flows, notably disrupting shipping through the Strait of Hormuz and causing the largest historic oil supply disruption. * Since February 28, global LNG supplies have decreased by approximately 20%, with broader impacts on the global economy.
107. https://www.haber7.com/dunya/haber/3614356-iran-abd-israil-savasinda-25-gun-son-dakika-gelismeler - * European Commission President Ursula von der Leyen emphasises the need for Iran to join negotiations to end Middle East conflicts. * She highlights the impact of increasing natural gas and oil prices on global energy supply and economies. * The EU considers roles and operations in the Strait of Hormuz in the context of conflict resolution. * The statement follows ongoing tensions involving Iran, the US, and Israel, escalating geopolitical risks affecting energy markets. * The situation is seen as critical for energy security and international diplomatic efforts.
108. https://en.yna.co.kr/view/AEN20260324005900320 - * The South Korean government considers imposing restrictions on naphtha exports due to supply shortages caused by Middle East tensions. * Disruptions have been linked to US and Israeli airstrikes against Iran, affecting supply routes, especially the Strait of Hormuz. * Companies such as Yeochun NCC and LG Chem report force majeure and operational suspensions due to shortages. * The government designated naphtha as an economic security item to stabilise supply. * The situation risks prolonging supply disruptions affecting petrochemical industries.
109. https://www.dnevnik.bg/analizi/2026/03/24/4895854_iran_nalaga_sankcii_na_sasht/?ref=rss - * Иран наложи икономически санкции на САЩ, заплашвайки да запуши Ормузкия проток за петрол, като същевременно доставя петрол до Китай. * Цените на горивата, включително дизел и самолетно гориво, се покачват заради конфликта, влияейки на транспортните разходи и жизнения стандарт. * Русия подкрепя Иран, като насърчава атаките срещу американски активи и предоставя данни за удари, с цел подпомагане на санкциите и печелене на високите цени на петрола. * САЩ обмислят евентуално ембарго върху иранския петрол, като забранят кораби от
110. https://investinglive.com/commodities/irans-fars-report-gas-infrastructure-hit-as-conflict-broadens-to-energy-assets-20260324/ - * Projectile struck a gas pipeline feeding Khorramshahr power station in Iran. * Gas-related facilities in Isfahan, including pressure reduction stations, were hit. * Damage attributed to US-Israeli strikes in central Iran. * Incidents increase risk of energy supply disruptions and market instability. * Vulnerability of Iran’s energy infrastructure linked to escalating conflict and regional tensions.
111. https://seekingalpha.com/article/4885129-dynagas-lng-european-sanctions-and-the-loss-of-qatar-lng-creates-an-interesting-cocktail - * Dynagas LNG operates six vessels transporting LNG on multi-year contracts. * Vessels are on the older side, with an average age of 16 years. * The article discusses the impact of European sanctions and the loss of Qatar LNG. * Focuses on LNG transportation, vessel ageing, and trade disruptions. * Published on Seeking Alpha.
112. https://theconversation.com/why-the-damage-to-qatars-gas-infrastructure-could-push-costs-higher-for-years-to-come-278943 - * On 19 March, Ras Laffan LNG terminal in Qatar was attacked by Iranian missiles and drones, causing substantial damage. * The damage may lead QatarEnergy to declare force majeure on long-term contracts, affecting supplies to several countries for up to five years. * The incident impacts 17% of Qatar's LNG infrastructure, which is complex and costly to repair. * The event highlights the vulnerability of Gulf LNG supplies, with potential global price rises and shifts back to coal in some regions. * European and Asian markets are affected, with LNG prices and related profits seeing significant changes.
113. https://tribune.com.pk/story/2598866/from-gulf-conflict-to-kitchen-costs - * The escalation of conflict between Israel and Iran has disrupted energy supply routes in the Gulf, affecting global markets. * Qatar declared force majeure following LNG production disruptions; Shell also declared force majeure on certain contracts. * LNG cargo prices in Pakistan surged from around $25 million to over $100 million due to supply shortages. * Rising global energy prices are likely to increase domestic fuel and electricity costs, impacting inflation and household expenses in Pakistan. * Prolonged supply chain disruptions could have long-term economic consequences for Pakistan, including widened current account deficit and increased fiscal pressure.
114. https://www.business-standard.com/world-news/strikes-on-gulf-energy-infra-spark-fears-of-prolonged-global-impact-126032301355_1.html - * Iran carried out missile strikes on Ras Laffan, Qatar, and other facilities in Kuwait, Qatar, and Saudi Arabia, damaging critical energy infrastructure. * Qatar's energy minister estimated repairs could take up to five years, reducing export capacity by 17%. * Experts warn that attacks threaten global energy supply, potentially causing prices to reach $200 per barrel by 2026. * Disruptions could lead to increased inflation, slower economic growth, and higher costs for goods worldwide. * Natural gas infrastructure, especially LNG facilities, remains vulnerable, affecting supply and prices in Asia and Europe.
115. https://garymarklevin.substack.com/p/saudi-aramco-reroutes-7-million-barrels - * Saudi Aramco activates emergency protocol for the East-West Pipeline. * Crude is rerouted from the Persian Gulf to the Red Sea. * The bypass carries 7 million barrels per day to Yanbu. * The Strait of Hormuz closure prompted the rerouting. * The pipeline cannot fully replace the 21 million barrels normally transported through the Strait. * The system reached maximum capacity on March 11. * Rerouting prevented a complete collapse of the global energy market.
116. https://thehayride.com/2026/03/u-s-gulf-lng-poised-to-fill-gap-after-qatar-plant-damage/ - * U.S Gulf Coast LNG export plants are set to increase shipments due to damage at Qatar’s LNG facility. * Qatar’s Ras Laffan Industrial City was damaged by Iranian missile strikes, affecting 17% of Qatar’s LNG capacity. * Qatar estimates repairs will take three to five years. * Hundreds of ships, including LNG vessels, are trapped in the Persian Gulf, delaying deliveries. * U.S. LNG export capacity in Texas and Louisiana is expected to grow with new units coming online by 2026. * U.S. Secretary of Energy authorised a 13% export increase at the Plaquemines plant in Louisiana.
117. https://energynow.com/2026/03/uaes-adnoc-gas-adjusts-lng-output-in-response-to-shipping-disruption/ - • ADNOC Gas made temporary adjustments to its LNG and liquids production due to shipping disruption in the Strait of Hormuz. • The disruption is related to escalating US-Israeli tensions with Iran. • ADNOC collaborated with customers on transaction bases; specific output details were not disclosed. • Das Island facility with 6 million metric tons capacity continues operations. • Habshan complex, with 6.1 billion cubic feet daily capacity, is operational after suspension in March.
118. https://www.sondakika.com/ekonomi/haber-lng-kargolari-asya-ya-yoneldi-19682466/ - • Middle Eastern LNG supply disruptions due to Hürmüz Strait closure and attacks on regional facilities caused supply shortages. • Major LNG exporter Qatar's Ras Laffan plant suffered damage, reducing export capacity by 17%. • Several LNG shipments planned for Europe rerouted to Asia, increasing competition and spot prices. • Since 3 March, 11 LNG vessels shifted their routes from Europe to Asia, including La Seine and other ships heading to India. • The shift reflects increased Asian demand and supply competition in the LNG market.
119. https://www.business-standard.com/markets/news/while-petronet-lng-valuations-are-attractive-near-term-downtrend-likely-126032301227_1.html - • Qatar's Ras Laffan LNG plant closure impacts India’s LNG supplies, affecting Petronet LNG and other companies. • Force majeure notices issued; supply curtailed by 10-50 per cent. • Gas prices doubled from $10 to nearly $20 per mmbtu, with further increases possible. • GAIL and other gas companies facing operational impacts and margin pressures. • Long-term LNG import prospects remain strong, with capacity expansion planned by FY26.
120. https://oilprice.com/Latest-Energy-News/World-News/LNG-Exports-Plunge-to-6-Month-Low-as-War-Throttles-Supply.html - * Worldwide LNG exports have fallen to a six-month low, with a 20% decrease over 10 days, due to war impacts. * Qatar’s Ras Laffan LNG complex has suffered Iranian missile strikes, causing an estimated $20 billion annual revenue loss. * Supply from the UAE is also halted due to Strait of Hormuz closure, with no immediate resumption expected. * Global LNG prices, especially in Europe and Asia, have surged, exceeding multi-year highs. * Europe faces its most challenging stock replenishment season, with storage levels at 29%, slower recovery anticipated.
121. https://www.jdsupra.com/legalnews/force-majeure-risks-for-oil-and-gas-6988486/ - * Armed conflict involving Iran, Gulf states, the US, and Israel has triggered widespread oil and gas supply disruptions since February 2026. * Major infrastructure damage includes Qatar's Ras Laffan LNG terminal, reducing export capacity by approx. 17% for 3-5 years. * Price increases: Brent crude nearly doubled from $60 to over $119 per barrel; European natural gas prices surged over 100%. * Force majeure claims are spreading globally, including in Europe, the Americas, and Africa. * Companies face contractual considerations related to causation, mitigation, and allocation amid rising energy prices and geopolitical tensions.
122. https://www.rt.com/news/635913-eu-russian-energy-dmitriev/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * Kirill Dmitriev warns the EU is 'at the end of the queue' for Russian energy as Moscow expands deals with other countries. * Russia redirects crude flows to Asia after the 2022 Ukraine conflict escalation and sanctions. * Attacks on Nord Stream pipelines increased gas prices and affected supply. * Russian President Putin indicates willingness to resume energy cooperation under certain conditions. * Market fears grow over Iran's blockade of the Strait of Hormuz and damage to Gulf energy infrastructure.
123. https://www.focus.de/finanzen/letzte-tanker-unterwegs-darum-wird-gas-noch-teurer_e22d9fa2-55ec-44d3-8898-a133e2a9433d.html - * The final LNG tankers from the Gulf region are expected to arrive at their destinations within the next nine days, with the blockade in Hormuz set to impact supply afterward. * Asian countries are increasingly competing with Europe for scarce gas supplies, which may lead to higher gas prices. * Short-term, gas prices are expected to rise, potentially increasing heating costs in Europe by up to 50%, with consumers advised to check contracts and compare tariffs. * The blockade and filling of gas storage for winter 2026/2027 could further escalate gas prices due to market constraints. * The current wholesale gas price is approximately 62 euros per Megawatt-hour, with potential for increased household costs.
124. https://euromaidanpress.com/2026/03/23/lng-supply-cliff-edge-gulf-gas-crisis-ukraine/ - * The last tankers loaded with gas in Qatar are arriving at the port this week, after which the cushion for prices from Hormuz closure disappears.
125. https://www.dailynewsegypt.com/2026/03/23/oil-slides-toward-88-lng-exports-hit-six-month-low-as-trump-cites-productive-iran-talks/?utm_source=rss&utm_medium=rss&utm_campaign=oil-slides-toward-88-lng-exports-hit-six-month-low-as-trump-cites-productive-iran-talks - * Oil prices fell towards $88 per barrel following US President Trump’s remarks on Iran talks and planned delay of military strikes. * G lobal LNG exports dropped to a six-month low, primarily due to damage at Qatar's Ras Laffan terminal following Iranian attacks. * The International Energy Agency warned of severe damage to energy assets in the Middle East, potentially prolonging supply disruptions. * Disruptions in the Strait of Hormuz have caused sharp rises in oil, gas, and fuel prices, with Qatar's LNG exports notably affected. * US and Canadian LNG projects are offset by losses from Qatar and UAE, impacting global supply dynamics.
126. https://www.siasat.com/pakistan-on-brink-of-lng-shortage-in-10-days-as-qatar-halts-exports-3439632/ - * Pakistan is likely to run out of liquefied natural gas (LNG) within 10 days due to Qatar's suspension of exports after infrastructure damage from missile strikes. * The conflict has disrupted energy infrastructure and shipping routes, especially through the Strait of Hormuz. * QatarEnergy has reduced export capacity by 17%, affecting global LNG supplies. * South Asia, particularly Pakistan, India, and Bangladesh, are at immediate risk due to reliance on imports routed through the Strait. * The crisis has increased LNG prices, shipping costs, and circular debt, while prompting governments to introduce energy conservation measures.
127. https://www.lngindustry.com/special-reports/23032026/force-majeure-and-lng-contracts/ - * Recent attacks on Gulf LNG facilities have caused supply disruptions and gas price spikes, affecting global LNG supply. * Disruptions may trigger force majeure claims under LNG purchase agreements, subject to contractual requirements. * Parties must notify promptly and take mitigation steps; tribunals will assess mitigation adequacy. * Disputes over undelivered volumes and liability may emerge, influenced by contract terms and market conditions. * The crisis highlights the contractual and legal implications of force majeure in LNG industry amid geopolitical risks.
128. https://www.prnewswire.com/news-releases/ferc-greenlights-caliches-next-phase-of-growth-positioning-gts-to-become-the-gulf-coasts-largest-storage-hub-by-volume-and-injectability-302722150.html - * FERC grants Caliche's subsidiary GTS a certificate to add 30 Bcf of natural gas storage and increase injection/withdrawal capabilities in Beaumont, Texas. * The expansion aims to make GTS the Gulf Coast’s largest storage hub by volume and injectability. * GTS's capacity is planned to exceed 60 Bcf with up to 2.2 Bcf/day injection and 2.5 Bcf/day withdrawal. * Construction of new pipelines and interconnections with major pipelines and LNG terminals is underway. * The project supports U.S. natural gas infrastructure and power system reliability.
129. https://www.lngindustry.com/special-reports/23032026/force-majeure-and-lng-contracts/ - * Attacks on LNG facilities in the Gulf disrupt global energy supply and cause gas prices to spike. * Disruption affects Asian and European LNG markets, with Asia diverting LNG cargoes and Europe facing storage challenges. * Work has halted on Qatar’s North Field East expansion project. * LNG purchase agreements under English law may invoke force majeure clauses due to production shutdowns and shipping lane disruptions. * Contractual compliance, mitigation efforts, and dispute resolution are emphasised for parties affected. * The crisis highlights the role of contractual language and legal regimes in managing supply disruptions and disputes.
130. https://www.bairdmaritime.com/shipping/tankers/gas/adnoc-gas-adjusts-lng-output-amid-strait-of-hormuz-disruptions - * ADNOC Gas made temporary adjustments to its LNG production and exports in response to shipping disruptions in the Strait of Hormuz. * The disruption is linked to escalating US-Israeli tensions with Iran over the waterway. * The US threatened to attack Iranian targets, prompting Iran to threaten to close the Strait. * The situation impacts gas supply and regional energy infrastructure. * The event involves geopolitical tensions and infrastructure risks affecting energy transit routes.
131. https://www.unian.ua/economics/energetics/import-gazu-svitoviy-eksport-spg-vpav-do-pivrichnogo-minimumu-13323942.html - * World liquefied natural gas (LNG) exports decrease to a six-month minimum due to regional conflict. * The ten-day average LNG supply drops approximately 20% to 1.1 million tonnes. * Decline mainly impacts Qatar and the United Arab Emirates, dependent on the Strait of Hormuz. * The conflict involves US, Israel, and Iran, affecting key LNG infrastructure including Qatar's Ras Laffan plant. * Attacks on Iran's South Pars gas field and infrastructure have reduced Qatar's export capacity by 17%, risking supply to Europe and Asia.
132. https://www.focus.de/politik/ausland/selbst-das-beste-energiemarkt-szenario-ist-verheerend_a72db35c-c6c0-45c4-bbda-97be9b088681.html - * The Iran-Gulf conflict has stranded about one-fifth of global oil and LNG production due to Blockade of the Strait of Hormuz. * Oil prices increased by 54%, gas prices in Europe by 85%, amid delays and damage to infrastructure. * Full recovery of oil production estimated to take 2-4 weeks; gas and LNG facilities face longer repair times. * Damage to Qatar's Ras Laffan LNG plant could cause a 3-5 year delay in repairs; infrastructure damage and insurance issues complicate recovery. * Worldwide oil production is expected to decrease by 3% in 2023, with ongoing implications into winter due to supply disruptions.
133. https://www.unian.ua/economics/energetics/import-gazu-svitoviy-eksport-spg-vpav-do-pivrichnogo-minimumu-13323942.html - • Global LNG exports fell to a six-month low due to regional conflict in the Middle East. • Export levels dropped approximately 20% to 1.1 million tonnes, mainly due to Qatar and UAE disruptions. • The conflict, involving US, Israel, and Iran, damaged infrastructure including Qatar's largest LNG plant. • Attacks on Iran's South Pars gas field and subsequent damage to export capacity affected supplies to Asia and Europe. • The war has disrupted approximately 17% of Qatar’s LNG export capacity, risking supply to Europe and Asia.
134. https://stainless-steel-world.net/lng-a-flexible-energy-source-for-the-foreseeable-future/ - * Demand for LNG reached 1.5% in 2025, with a slowdown in growth but continuing importance in electricity and industrial sectors. * Europe’s LNG demand has been tightened due to the Ukraine war, increasing US imports and reducing Russian reliance. * Asia experienced less demand growth in 2024-5, with China, Japan, and South Korea relying on LNG for power generation. * S. Korea launched the world's first LNG-LPG dual-purpose power plant; LNG is used for peak-load generation. * Market share for LNG in transport and shipping is increasing, with new LNG-fuelled ships entering service. * Investments in bunkering infrastructure are rising, expecting to double capacity by 2030, boosting cryogenic applications.
135. https://www.seanews.com.tr/article/current-situation-in-hormuz-after-trumps-deadline-mn2u65p0 - ['* Iran claims ongoing transit discussions with India and China through Iranian-controlled ports, amid US sanctions relief.', '* Iran disabled 6% of global LNG capacity last week and targeted Saudi and US-UK assets in ongoing conflicts.', "* Reports of potential US and Israel military actions on Iran's infrastructure, with Iran threatening to 'set the Gulf on fire.'", "* Analysts highlight Iran's likely refusal to reopen the Strait of Hormuz and possible escalation in response to US threats.", '* Control over the Strait of Hormuz remains crucial for global oil and natural gas supplies, particularly impacting Asian consumers.']
136. https://www.seanews.com.tr/article/sharp-decline-in-global-lng-market-mn2u6rg6 - * In March, global LNG shipments decreased to the lowest level in six months, with a 20% drop to 1.1 million tons. * The decline primarily originated from Qatar, with the Ras Laffan facility damaged by Iran-related attacks. * Risks in the Strait of Hormuz, due to regional conflicts involving Iran and the UAE, disrupted LNG flows. * Damage to Ras Laffan, the world's largest LNG export facility, could take years to repair. * These developments threaten approximately one-fifth of global LNG supply, impacting energy markets.
137. https://www.ad-hoc-news.de/boerse/news/ueberblick/dow-jones-nears-correction-as-trump-issues-48-hour-iran-deadline-oil/68965757 - * The Dow Jones closed at 45,577, down 1% on Friday, with a 4-week losing streak and technical sell signals. * President Trump issued a 48-hour ultimatum to Iran over the Strait of Hormuz, escalating geopolitical tensions. * Oil prices rose past US$110 per barrel amid fears of Strait closures affecting global oil flows. * US stock futures declined amid fears of conflict escalation; energy stocks gained on oil's surge. * Risks include potential Strait closure leading to higher oil prices and a recession, with possible rebounds if tensions de-escalate.
138. https://www.seanews.com.tr/article/sharp-decline-in-global-lng-market-mn2u6rg6 - ['*Global LNG shipments fell by 20% in March, reaching the lowest levels in six months.', '*Major decline originated from Qatar, due to damage at Ras Laffan facility caused by Iran-related attacks.', '*Disruptions in the Strait of Hormuz and conflicts in Iran affected LNG flows to Asia and Europe.', "*Ras Laffan, the world's largest LNG export facility, suffered serious damage to two production lines, with repairs expected to take years.", '*Developments have put approximately one-fifth of global LNG supply at risk, despite prior upward trends in US and Canadian production.']
139. https://www.oxfordeconomics.com/resource/silicons-achilles-heel-is-energy-supply/ - - Middle Eastern LNG flows are critical for Asia Pacific’s power systems. - Taiwan is vulnerable to an energy crunch due to increased reliance on natural gas after 2025. - Taiwan’s grid architecture may initially protect semiconductor fabrication but will face limits under sustained power constraints. - Power supply stress threatens chip production, affecting Asia’s tech supply chains. - Replacing Qatari LNG in the region is challenging due to contract limits, with spot cargoes likely to become more expensive.
140. https://www.seanews.com.tr/article/sharp-decline-in-global-lng-market-mn2u6rg6 - * In March, global LNG shipments fell by 20%, reaching the lowest in six months. * The decline was mainly due to damage at Qatar's Ras Laffan facility, with disruptions also from Iran and risks in the Strait of Hormuz. * Ras Laffan's shutdown followed attacks from Iran, damaging two production lines with repairs expected to take years. * The decline affects approximately one-fifth of global LNG supply, impacting energy markets. * Developments in the Middle East caused a contraction in the global LNG market, halting recent growth trends.
141. https://www.seanews.com.tr/article/sharp-decline-in-global-lng-market-mn2u6rg6 - * LNG shipments in March dropped to the lowest in six months, with a 20% decrease to 1.1 million tons * The decline largely originated from Qatar, affected by damage to Ras Laffan following attacks from Iran * Ras Laffan facility's damage is expected to impact production for years * Disruptions in LNG flows are linked to risks in the Strait of Hormuz and conflicts involving Iran * These events threaten about one-fifth of global LNG supply and affect market stability
142. https://www.newstalk989.com/2026/03/23/trumps-48-hour-deadline-middle-east-on-edge-as-strait-of-hormuz-standoff-peaks/ - * President Donald Trump issued a 48-hour ultimatum to Iran regarding the Strait of Hormuz. * Iran responded with threats to target US energy infrastructure and regional water systems. * The region is under increased strain with concerns over potential disruptions to oil transit. * Reports of a Iranian missile attack on Israel contribute to fears of regional escalation. * US increased military and security measures in response to rising tensions in the Middle East.
143. https://www.independent.ie/world-news/trumps-countdown-irans-energy-and-water-outage-threat-and-why-simon-harris-is-being-put-to-the-test-with-fuel-package/a2078318561.html - * Iran warns it will target energy and water infrastructure of Gulf neighbours if US President Trump follows through on threats to bomb Iran's electricity grid within 48 hours.
144. https://www.elsalvadortimes.com/articulo/internacional/trump-reafirma-ultimatum-advierte-iran-que-destruccion-sera-total-reabre-estrecho-ormuz/20260322233752102972.html - * Donald Trump reiteró en marzo su ultimátum para que Irán reabra el estrecho de Ormuz y advirtió que la destrucción total será la consecuencia si no cumple. * El conflicto en la zona, iniciado en febrero de 2026, ha reducido el tránsito marítimo a aproximadamente 5%, causando aumento en los precios del petróleo por encima de 100 dólares por barril. * Irán declaró que cerrará completamente el estrecho si Estados Unidos ejecuta su amenaza, manteniendo solo paso a buques de países no hostiles. * Más de veinte países, en su mayoría europeos, Emiratos Árabes Unidos y Bahréin, emitieron un comunicado conjunto para proteger el tránsito y condenar ataques iraníes. * El jefe del Comando Central de EE. UU., Brad Cooper, informó de la destrucción de instalaciones estratégicas iraníes, mitigando la amenaza en la zona.
145. https://thefinanceworld.com/adnoc-gas-adjusts-lng-output-in-response-to-shipping-disruption/ - * ADNOC Gas implemented temporary adjustments to liquefied natural gas production and export-traded liquids amid ongoing regional shipping disruptions. * Disruptions follow escalated tensions involving Iran and threats to close the Strait of Hormuz. * Operations continue at facilities, including Das Island (6 million tonnes capacity), despite debris incidents and navigational risks. * Habshan gas complex (6.1 billion scf/day) was shut in March following missile activity. * Regional tensions, including statements from Donald Trump and Iranian officials, have increased risks to energy supply routes. * Attacks on Iran’s South Pars gas field contribute to concerns over supply stability.
146. https://jornaleconomico.sapo.pt/noticias/irao-teerao-reitera-que-ataca-infraestruturas-energeticas-no-golfo-se-eua-atingirem-as-suas-centrais/ - • Iran's Revolutionary Guard announced it will target energy and economic infrastructure if attacked by Israel or the US. • US President Trump threatened to obliterate Iran's energy centres if the Strait of Ormuz is not fully opened within 48 hours. • Iran responded with a warning that all US and regional infrastructure will be targeted if Iran's energy or petrol facilities are attacked. • The Strait of Ormuz remains a strategic point, with 20% of global oil exports passing through it, and US-led actions have reduced maritime traffic by 95%. • US allies, including South Korea, Japan, and China, have not yet committed military support to ensure navigation in the Strait.
147. https://www.fxleaders.com/news/2026/03/23/european-gas-rally-resumes-as-us-iran-hormuz-threats-escalate/ - * European natural gas futures rose over 5% due to US-Iran tensions over the Strait of Hormuz. * Iran threatened to attack Middle Eastern infrastructure if US demands are not met. * Ongoing conflict has disrupted global LNG supply, affecting prices in Europe and Asia. * Nearly 20% of LNG flows have been cut off, and Qatar's largest LNG plant is shut down. * Analysts forecast further gas price rally and extended supply disruptions. * EU advised member states to start early gas storage filling to mitigate supply competition. * Energy sector impacted by geopolitical tensions affecting gas supply routes and prices.
148. https://thearabianpost.com/global-alarm-rises-over-hormuz-tensions/ - * More than 20 countries, including the UAE, the UK, France and Japan, issued a coordinated warning over risks in the Strait of Hormuz. * The statement highlights concerns about threats to shipping security, international maritime law, and potential disruption of energy flows. * The move aims to deter escalation and underscores the strategic importance of the waterway for global oil supply. * Security incidents and military deployments have increased in the region, prompting reassessment of contingency plans. * The alert reflects growing geopolitical tensions affecting energy markets and supply chain stability.
149. https://www.trend.az/business/energy/4167846.html - * BMI, a unit of Fitch Solutions, increases its 2026 European gas price forecast to EUR36–40/MWh, from EUR32/MWh. * Disruptions to LNG supplies from Qatar due to damage to Ras Laffan LNG complex have caused prices to rise. * Extensive damage to Qatar’s LNG infrastructure, including the loss of 12.8mtpa of LNG, will take 3–5 years to repair. * European and Asian gas markets remain highly exposed to supply disruptions, while US prices remain insulated. * UK NBP and Dutch TTF prices, Asian JKM benchmark, and European LNG prices have all increased significantly amid supply risk concerns.
150. https://www.trend.az/business/energy/4167846.html - * BMI, a unit of Fitch Solutions, raised its 2026 European gas price forecast from EUR32/MWh to EUR36–40/MWh due to LNG supply disruptions from Qatar. * Extensive damage to Qatar’s Ras Laffan LNG complex caused by Iranian missile strikes has sidelined 12.8 million tonnes per annum of LNG, with repairs expected to take 3–5 years. * European and Asian gas markets remain highly exposed to supply disruptions, unlike the US market, which remains insulated. * European TTF prices exceeded EUR70/MWh; Asian JKM benchmark rose over 200%, testing USD20/MMBtu. * US natural gas market forecast remains steady at USD3.9/MMBtu; US LNG export capacity limits currently restrict international price effects. * Logistical bottlenecks and refinery disruptions constrain supply; competition for LNG cargoes between Asia and Europe is intensifying, with potential for further price risk.
151. https://www.trend.az/business/energy/4167846.html - * BMI, a unit of Fitch Solutions, increased its 2026 European gas price forecast to EUR36–40/MWh from EUR32/MWh, citing major LNG supply disruptions from Qatar. * Extensive damage to Qatar’s Ras Laffan LNG complex caused by missile strikes has significant supply implications, with repairs expected to take 3–5 years. * European and Asian gas markets face supply disruption risks, with European TTF prices surpassing EUR70/MWh and Asian JKM testing USD20/MMBtu—both up substantially versus pre-conflict levels. * US natural gas market remains relatively insulated, with limited growth in LNG exports and domestic production supporting stable prices. * Short-term constraints include logistical bottlenecks, refinery disruptions, and strategic stock drawdowns, intensifying competition for cargoes, especially between Asia and Europe.
152. https://www.ndtvprofit.com/world/hey-trump-youre-fired-irgc-jibe-amid-strait-of-hormuz-tensions-11252885 - * Iran's IRGC mocked US President Donald Trump on live TV, using his catchphrase 'You're fired!' * The IRGC response followed Trump's 48-hour ultimatum for Iran to open the Strait of Hormuz * Trump warned Iran of military action against energy infrastructure if the Strait was not opened * IRGC warned of retaliatory targets against US-Israel infrastructure in the region * IRGC claimed to have intercepted enemy aircraft and shot down a US-Israel drone over Tehran
153. https://www.zeit.de/politik/ausland/2026-03/iran-energiekrise-iea-oelpreis-krieg-weltwirtschaft - * The International Energy Agency (IEA) warns of a severe energy crisis due to the Iran war, surpassing previous oil shocks in severity. * Since the conflict began on 28 February, the Strait of Hormuz has been effectively blocked, impacting global oil and gas transit. * IEA has released 426 million barrels from strategic reserves and considers further releases due to rising prices. * Oil prices, especially Brent crude, rose sharply, with forecasts suggesting potential increases to around $150 per barrel. * Tensions between the US and Iran escalate, with threats of long-term blockade and attacks on energy infrastructure.
154. https://www.zeit.de/politik/ausland/2026-03/iran-ueberblick-strasse-von-hormus-israel-libanon-hisbollah - • Iran reports new Israeli airstrikes in Tehran, with explosions in multiple districts. • Iran threatens to block the Strait of Hormuz if US threatens to attack energy facilities. • US President Trump advised to reconsider the ultimatum to protect civilian infrastructure. • Israel plans to intensify ground operations against Hezbollah in Lebanon. • Iran claims attacks on Emirati and Saudi targets; Bahrain and Kuwait also report missile and drone threats.
155. https://kalimpongonlinenews.blogspot.com/2026/03/west-asia-conflict-pm-modi-reviews-fuel.html - • Prime Minister Narendra Modi reviewed the crude, gas, petroleum, power, and fertiliser sectors concerning the West Asia situation in New Delhi on March 22, 2026. • The government focused on ensuring uninterrupted supply and stabilising logistics amidst the conflict. • Discussions included global energy disruptions caused by the conflict involving Iran, the US, and Israel, and Iran's control of the Strait of Hormuz affecting energy supplies. • PM Modi engaged with global leaders and emphasised efforts to address supply chain disruptions and energy security concerns.
156. https://www.walesonline.co.uk/news/uk-news/urgent-monday-meeting-over-soaring-33640510 - * The UK Government, including Prime Minister Sir Keir Starmer, is holding a Cobra meeting to address the economic impact of the Iran war, energy security, and supply chain resilience. * The meeting is scheduled for Monday and involves key ministers and the Bank of England governor. * Concerns are raised about global oil supplies, with a 20% reduction due to the conflict and predicted price increases. * The Government seeks to prevent panic-buying and consider measures like a temporary profit cap. * International diplomatic and military developments, including Iran's missile attacks and US pressure to reopen the Strait of Hormuz, are occurring.
157. https://www.deccanchronicle.com/business/oil-prices-surge-to-usd-112-per-barrel-india-faces-supply-risks-1945684 - * Brent crude prices increased by over 60 per cent since the US-Iran-Israel conflict began, reaching around USD 112 per barrel. * The price surge reflects disruptions in global energy supply, especially through the Strait of Hormuz. * Attacks on Qatar's LNG infrastructure damaged facilities impacting nearly 17 per cent of Qatar's LNG export capacity. * India, which imports around 47 per cent of its gas from Qatar, faces significant supply risks. * Declines in export volumes from Saudi Arabia, Iraq, and the UAE were recorded due to regional tensions.
158. https://thegulfentrepreneur.com/lng-assets-attacks-gulf-hit-qatar-energy/ - * Missile strikes hit Ras Laffan Industrial City in Qatar, damaging two LNG production trains and reducing capacity by approximately 17%. * Repairs may take three to five years; initial damage impacts global LNG supply. * Attacks follow escalations involving Iran’s South Pars gas field, which is shared with Qatar. * Iran responded with missile and drone attacks targeting energy infrastructure, including Qatar’s facilities. * Damage to Qatar’s LNG assets is expected to tighten global supply, potentially raising prices. * Increased regional tensions threaten secure energy infrastructure and shipping routes near the Strait of Hormuz.
159. https://ca.finance.yahoo.com/news/venture-global-vg-soars-20-055332458.html - * Venture Global's share price increased by 20.7% week-on-week, with a 73% rise month-to-date. * The rally was supported by a missile attack on Qatar's Ras Laffan LNG hub, causing damages and estimated revenue losses of up to $20 billion. * The Ras Laffan facility accounts for a fifth of the world's LNG supply. * Venture Global raised $8.6 billion for its third LNG project in Louisiana, with over 49 MTPA of capacity contracted. * The company has shown strong investor interest and optimism regarding its LNG projects.
160. https://www.thehindubusinessline.com/news/world/iran-threatens-to-attack-west-asia-electrical-plants-powering-us-bases/article70774469.ece - * Iran's paramilitary Revolutionary Guard announced that if power plants are attacked, Iran will retaliate by targeting power plants of the occupying regime and regional countries supplying electricity to US bases. * The statement was read out on Iranian state television on March 23, 2026. * The threat follows US President Donald Trump's deadline related to the Strait of Hormuz and his warning to target Iranian power plants if Iranian fire continues to block shipping. * The tensions concern US military bases and energy infrastructure in West Asia.
161. https://www.middleeasteye.net/live-blog/live-blog-update/report-us-plans-weeks-long-operation-reopen-hormuz - * The United States reportedly plans a weeks-long operation to force Iran to reopen the Strait of Hormuz. * The operation is part of escalating conflicts and pressure to restore access to the key oil shipping route. * Israel’s ambassador to the US states the war should continue until Iran’s leadership is weakened. * The report signals a prolonged phase of conflict involving Iran and US-led efforts to control strategic shipping routes.
162. https://thegulfentrepreneur.com/lng-assets-attacks-gulf-hit-qatar-energy/ - * Missile strikes hit Ras Laffan Industrial City in Qatar, damaging two LNG trains and reducing output capacity by around 17%. * Repairs are estimated to take between three and five years. * The incident follows attacks on Iran’s South Pars gas field, with Iran retaliating with missile and drone strikes on energy infrastructure. * The damage is expected to tighten global LNG supply and potentially raise prices. * Risks to regional safety, shipping routes, and energy markets are heightened.
163. https://www.siliconindia.com/news/general/tensions-escalate-as-us-and-iran-threaten-critical-infrastructure-amid-middle-east-conflict-nid-239866-cid-1.html - ['* The U.S. and Iran exchange threats targeting critical infrastructure during the Middle East conflict, now in its fourth week.', "* Iran warned it would 'completely close' the Strait of Hormuz if attacked, though it remains open to shipping.", '* Violence escalated in northern Israel, with rocket fire from Lebanon killing one person and Hezbollah claiming responsibility.', '* Israel has intensified operations in southern Lebanon, targeting Hezbollah infrastructure near the Litani River.', '* Iran reportedly fired 400 missiles at Israel, with 92% intercepted; Iran also threatened to target energy and desalination infrastructure.']
164. https://moderndiplomacy.eu/2026/03/23/after-hormuz-winners-losers-and-the-return-of-energy-geopolitics/ - * The closure of the Strait of Hormuz is described as a severe global energy security challenge with systemic consequences. * Disruption causes market fragmentation, shifts in supply routes, and geopolitical risk exposure, especially affecting Asia and the Gulf. * Despite infrastructure efforts, existing bypasses are insufficient, and Iranian attacks on ports highlight vulnerabilities. * Russia gains strategic advantage as its oil becomes indispensable, while Western sanctions' impact diminishes. * The US benefits from shale and LNG exports, increasing influence over Europe and neighbours. * Europe faces increased reliance on US LNG, revealing limits of diversification strategies. * China’s energy security is compromised as dependence on Iran and Gulf sources deepens, despite stockpiles. * Gulf exporters are primary losers due to infrastructure attacks and reduced deliverability. * The crisis signifies a shift towards energy geopolitics based on geography, control of routes, and infrastructure resilience.
165. https://www.india.com/news/world/donald-trump-us-president-white-house-strait-of-hormuz-mohammad-reza-aref-masoud-pezeshkian-iran-israel-maritime-mojtaba-khamenei-benjamin-netanyahu-8352593/ - * Iran’s representative to IMO, Ali Mousavi, states the Strait of Hormuz is open to all except 'enemy countries'. * Iranian President Masoud Pezeshkian responds to Donald Trump’s 48-hour ultimatum with firm warning. * Trump warns of bombing Iran’s power plants if the maritime route is not reopened within two days. * Iranian officials advise regional citizens to prepare for possible disruptions following threats. * Iran’s control of the Strait affects nearly 20% of the global oil and gas supply, heightening energy security concerns.
166. https://streamlinefeed.co.ke/news/global-energy-markets-teeter-on-precipice-as-hormuz-crisis-deepens - * The blockade of the Strait of Hormuz has entered its fourth week, causing a global energy supply crisis. * Oil and LNG supplies worth 20% of the world’s total are effectively stranded, with prices spiking. * Financial markets in Asia, such as Japan’s Nikkei 225 and South Korea’s Kospi, experienced sharp declines amid fears of prolonged disruption. * International Energy Agency chief Fatih Birol compares the impact to 1970s oil crises and recent conflicts. * Kenya faces potential inflation and increased fuel prices due to regional supply disruptions. * US and Iran escalate threats, with possible military actions targeting energy infrastructure, risking wider regional conflict.
167. https://newsbook.com.mt/en/metsola-energy-shocks-threaten-eu-competitiveness-and-stability/ - * Roberta Metsola highlighted energy shocks and geopolitical tensions impacting Europe's economy at a European Council summit. * Rising oil and gas prices due to conflicts in the Gulf and attacks on energy infrastructure caused market volatility. * She urged EU leaders to accelerate economic reforms, investment in storage and diversification, and reduce market fragmentation. * Malta announced plans to invest in grid reliability, storage systems, offshore wind, and renewable energy to ensure stability. * The UK Government reaffirmed commitments to shield households and businesses from energy price volatility.
168. https://economictimes.indiatimes.com/news/india/maharashtra-boosts-piped-natural-gas-supply-to-restaurants-by-20-amid-global-energy-crisis/articleshow/129741988.cms - * The supply of Piped Natural Gas (PNG) to commercial establishments in Maharashtra has increased by 20 per cent from March 23. * The increase aims to support restaurants and eateries affected by disruptions due to the West Asian conflict. * The total PNG supply to the commercial sector will now be 50 per cent. * The conflict involving US-Israel and Iran has impacted gas supplies, leading to supply concerns for food businesses. * The government plans to ensure continued gas supply to avoid restaurant closures and infrastructure changes.
169. https://www.tehrantimes.com/news/524866/Strait-of-Hormuz-Where-geography-challenges-advanced-military - • The US and Israel are involved in a conflict with Iran over the Strait of Hormuz. • Iran has maintained control over the strait despite military strikes. • US President Trump issued threats to Iran to reopen the strait or face attack. • Iran denies closure, stating it controls access selectively, mainly targeting countries involved in attacks. • Iran's strategic knowledge and military capability help it retain influence over the narrow waterway.
170. https://www.tehrantimes.com/news/524871/Trump-digging-himself-a-bigger-grave-over-Hormuz-Strait - * U.S. President Donald Trump threatened to attack Iran’s power plants if Iran does not open the Strait of Hormuz within 48 hours. * Iran began restricting passage through the Strait after U.S.-Israeli military actions and ongoing conflict. * International law considers attacks on energy infrastructure a war crime, with recent classifications against Russia’s actions in Ukraine. * Iran warned that any attack on its energy infrastructure would lead to widespread regional blackouts and counterattacks. * Iran states the Strait of Hormuz is only closed to enemies and threatened to target U.S. and regional power infrastructure if attacked.
171. https://www.tehrantimes.com/news/524854/U-S-and-Israeli-energy-sites-across-the-region-in-Iran-s-crosshairs - * Iran’s response to U.S. threats involving its energy infrastructure emphasises Tehran’s readiness to defend sovereignty and impose costs on aggressors. * Tehran signals the ability and willingness to strike energy and electricity infrastructure in Israel and Persian Gulf countries. * Iran’s military capabilities include ballistic missiles, unmanned aerial systems, and electronic warfare, targeting strategic sites across the region. * Iran’s retaliation against U.S.–Israeli actions includes missile and drone strikes on strategic installations. * Iran asserts that the Strait of Hormuz remains open to international shipping, excluding hostile nations, balancing security and commercial interests.
172. https://www.ndtv.com/world-news/china-will-back-pakistan-but-leave-iran-exposed-in-war-an-expert-reveals-why-11252748#publisher=newsstand - * China has shown diplomatic sympathy and media support for Iran but has not offered military backing. * The conflict escalates with US threats and regional tensions, affecting global energy markets. * China’s partnerships are hierarchical, with Pakistan at a strategic core, Iran at a lower tier. * China’s limited response to the Strait of Hormuz disruption reflects its calculated risk approach. * Political and military dynamics illustrate China's strategic priorities and regional influence.
173. https://www.business-standard.com/industry/news/global-lng-exports-hit-six-month-low-as-west-asia-conflict-disrupts-flows-126032300075_1.html - * Global liquefied natural gas exports declined to a six-month low, with a 20% drop in shipments in early September. * The decline is largely due to disruptions in Qatar and the United Arab Emirates, which export via the Strait of Hormuz. * Qatar's Ras Laffan LNG export plant was shut following attacks from Iran, with repairs expected to take years. * The conflict in Iran is escalating into a regional conflict, threatening LNG market stability. * While worldwide LNG output had been rising over the past year, the loss of Qatari LNG and closure of Hormuz are impacting supply.
174. https://www.brisbanetimes.com.au/politics/federal/politics-live-updates-parliament-returns-with-albanese-government-under-pressure-due-to-fuel-crisis-20260323-p5rnz6.html?ref=rss&utm_medium=rss&utm_source=rss_feed - * Australia is negotiating with Japan, China, and other regional powers to ensure fuel supplies. * Gas shipments from the Middle East to Asia are expected to run out within days. * LNG shipments from Qatari gas fields have stopped due to geopolitical issues. * Iran's blockade of the Strait of Hormuz and missile attack on its largest plant led to export shutdowns. * The Albanese government is under pressure to impose price caps or export restrictions on LNG.
175. https://www.aljazeera.com/news/2026/3/15/trump-calls-for-naval-coalition-to-open-strait-of-hormuz-can-it-work?traffic_source=rss - * US President Donald Trump calls for a naval coalition from multiple nations to secure the Strait of Hormuz, which is threatened by Iran's actions. * Trump urges China, France, Japan, South Korea, the UK, and NATO allies to send warships; no countries have publicly committed. * Iran claims the strait remains open to international shipping, except US and allied vessels, with threats to keep it closed. * Geographical and operational challenges complicate coalition efforts, including narrow waterways and asymmetric threats. * Several countries, including the UK, China, Japan, France, South Korea, and Australia, are monitoring but not formally intervening. * Iran permits some vessels to pass through the strait after negotiations with India, Turkey, France, and Italy, amid ongoing disputes.
176. https://news.ssbcrack.com/iran-threatens-to-close-strait-of-hormuz-amid-rising-tensions-with-us-and-israel/ - * Iran threatens to close the Strait of Hormuz if US action is taken against its power plants. * Escalation in military tensions involves US, Israel, Lebanon, and Saudi Arabia. * Israeli strikes target infrastructure in Tehran; casualties reported in Iran, Lebanon, Israel, and US. * Saudi intercepts ballistic missiles and destroys a drone targeting Riyadh. * International Energy Agency signals readiness to release emergency fuel stockpiles. * UK and US leaders emphasise reopening the Strait to stabilise energy markets. * Global energy concerns and economic impacts, including stock market decline in Australia. * Diplomatic and military developments have significant geopolitical implications.
177. https://timesofoman.com//article/169769-iranian-military-warns-to-indefinitely-close-strait-of-hormuz-if-us-bombs-energy-facilities - * Iran's armed forces threaten to close the Strait of Hormuz indefinitely if US targets Iranian energy facilities. * US President Trump states he would bomb Iranian infrastructure if the Strait remains closed. * Iran's parliament warns of targeting US financial entities and regional infrastructure in retaliation. * Israeli Defence Forces launch strikes on Iranian targets in Tehran. * Tensions escalate amid US-Israel and Iran conflict entering its fourth week.
178. https://indianexpress.com/article/world/us-news/iran-threatens-gulf-water-energy-retaliation-trump-ultimatum-hormuz-crisis-10595858/ - * Iran warns it will target energy and water facilities in Gulf countries if attacked by the US. * Iran's Revolutionary Guards threaten to completely close the Strait of Hormuz. * The warning follows US threats to attack Iran’s electricity infrastructure. * Desalination plants supply most drinking water in Bahrain, Qatar, UAE, and Saudi Arabia. * Oil and gas prices have risen due to fears of supply disruptions. * The conflict has resulted in widespread casualties and ongoing military exchanges in the region.
179. https://indianexpress.com/article/explained/explained-global/war-in-west-asia-decoding-deadline-red-line-in-trumps-new-threat-to-iran-10595747/ - * US President Trump threatened to obliterate Iran's power plants if Iran did not open the Strait of Hormuz within 48 hours. * Iran warned it would retaliate by targeting US and Israel-linked energy and infrastructure. * Trump indicated plans to strike Iran's nuclear power plant Bushehr, which is strategically significant. * Iran's energy infrastructure, including thermal power plants and the power grid, is a critical factor in regional stability. * Iran has vowed to attack energy assets if targeted, risking regional escalation and global market volatility.
180. https://www.modernretail.co/operations/rising-gas-prices-could-be-the-straw-that-breaks-consumer-spending/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss - * Escalating conflict among the US, Israel, and Iran impacts global energy markets. * US gas prices jump by about 30%, nearing $4 per gallon. * Rising fuel costs are predicted to slow retail spending, especially on discretionary items. * Consumer sentiment declines are observed among lower-income groups, with broader economic concerns linked to Middle Eastern instability. * Retail analysts estimate higher gas prices could cost consumers an extra $6.3 billion monthly, affecting discretionary categories. * Inflation and stock market declines may reduce spending across all income groups, with some relief from tax refunds expected.
181. https://focus.ua/economics/748039-voyna-v-irane-v-blizhayshie-10-dney-v-mire-mozhet-vozniknut-deficit-gaza-smi - * Supplies of liquefied natural gas (LNG) from the Persian Gulf may halt within 10 days as ships complete delivery. * Potential global gas shortages and crisis designation due to blocking of the Strait of Hormuz by Iran. * Qatar, responsible for 20% of global LNG, ceased exports after Iran's blockade; its LNG plant in Ras Laffan suffered damages and was targeted by rockets. * Rising gas prices in Asia and Europe, with some recipients only now feeling effects of supply cessation. * Import-dependent economies may face high costs, with households and industries potentially reducing consumption or switching fuels. * Some Asian countries, rich in oil and gas, have introduced measures such as shorter workweeks to prevent shortages.
182. https://tass.com/world/2105441 - * Iran announced it will respond asymmetrically to threats against its critical infrastructure, with responses several times greater than damage inflicted. * The senior security official in Tehran made the statement on March 23. * The context involves threats from the US, with US President Donald Trump warning of destroying Iran’s power plants if the Strait of Hormuz is not opened. * Iran’s military warned of retaliatory strikes on US energy and information infrastructure if attacked. * The article discusses geopolitical tensions impacting energy security and infrastructure in Iran and the region.
183. https://www.businesstoday.in/india/story/lpg-shortage-oil-companies-consider-smaller-10-kg-domestic-cylinders-amid-hormuz-disruption-says-report-521770-2026-03-23?utm_source=rssfeed - * State-run oil companies in India consider reducing LPG cylinder size to 10 kg due to import disruptions caused by Iran conflict. * Interruptions in shipment from the Gulf and Strait of Hormuz closure have led to tightened LPG inventories. * Government officials describe the situation as 'worrisome' with declining consumption and restricted supplies. * Iran has enforced selective shipping restrictions, impacting LPG carrier movements amid geopolitical tensions. * The disruptions relate to broader regional security issues involving Iran, impacting global fuel markets.
184. https://www.benzinga.com/news/politics/26/03/51397936/loud-explosions-tehran-iran-warns-gulf-energy-retaliation-trump-power-grid-dow-futures-flat - * Iran warns Gulf neighbours of potential attack on energy, water, and IT infrastructure if US or allies attack Iran's power grid.* * Powerful explosions reported in Tehran and blackout in Khorramabad, linked to air raids.* * International Energy Agency's Fatih Birol states Middle East crisis surpasses 1970s energy shocks.* * Iran's military threatens full closure of the Strait of Hormuz if attacked.* * Oil prices rise sharply; WTI crude up 0.42% to $98.64 per barrel.* * Stock futures are largely unchanged, with Dow futures slightly up.
185. https://internewscast.com/news/us/iran-imposes-2m-toll-on-tankers-putting-global-oil-flow-at-risk-in-strait-of-hormuz/ - * Iran has announced a $2 million transit fee for some tankers passing through the Strait of Hormuz. * The measure is intended to tighten Iran’s control over the waterway, according to Iranian officials. * US President Donald Trump threatened military action if Iran does not reopen the strait within 48 hours. * Iran claims the strait is open to all except those who violate its sovereignty. * The shipping traffic in the strait has decreased significantly, affecting global oil and LNG flows, raising market prices.
186. https://www.iranherald.com/news/278937761/spanish-president-calls-for-opening-of-strait-of-hormuz - * Spanish President Pedro Sanchez urges the opening of the Strait of Hormuz, citing risks of a global energy crisis due to escalation of war.* * Calls for preservation of Middle Eastern energy sites.* * European officials engage in diplomatic efforts with Iran, Turkey, Qatar, and South Korea.* * Russian President Vladimir Putin congratulates Iran on Nowruz and affirms Russia's alliance with Tehran.* * Iranian President Masoud Pezeshkian states the Strait is open except to Iran's enemies.*
187. https://defence.in/threads/iranian-president-urges-pm-modi-to-leverage-indias-diplomatic-independence-to-halt-west-asian-conflict.17247/ - * Iranian President Masoud Pezeshkian called for a regional security framework in West Asia without foreign interference. * Pezeshkian urged India, as BRICS chair, to utilise its independent role to halt US-Israel hostilities against Iran. * Prime Minister Narendra Modi condemned attacks on infrastructure in West Asia and highlighted the importance of free navigation and global energy stability. * The talks followed Iran’s blockade of the Strait of Hormuz, impacting global oil and gas supplies. * Pezeshkian dismissed US allegations and accused Israel of carrying out attacks across the region, including in Iran and Iraq.
188. https://hindi.oneindia.com/news/international/iran-us-war-explosions-several-parts-tehran-iea-chief-warns-big-updated-hindi-1524993.html - • Multiple explosions reported in Tehran, damaging infrastructure and causing power outages. • Iranian missiles targeted two communities in southern Israel, causing destruction and injuries. • IEA chief warned of a severe energy crisis and risks to the global economy stemming from Middle East tensions. • US issued a 48-hour ultimatum to Iran to reopen Hormuz Strait, threatening to destroy Iran’s energy infrastructure if not compliant. • Oil prices increased following the US warning amid escalating regional conflict.
189. https://www.businesstoday.in/world/story/global-lng-supply-faces-cliff-as-supply-from-west-asia-may-come-to-an-end-in-just-10-days-report-521769-2026-03-23?utm_source=rssfeed - * A disruption in Qatar's LNG exports, accounting for roughly 20% of global supply, could lead to shortages within 10 days. * The disruption follows Iran’s blockade of the Strait of Hormuz and missile strikes on Ras Laffan. * LNG prices in Asia have doubled, reaching around $23 per MMBtu. * Pakistan’s LNG imports from Qatar have almost ceased, with terminals expected to run dry by month’s end. * Asian countries like Bangladesh, Taiwan, Japan, and China are taking measures to mitigate shortages amid ongoing supply constraints.
190. https://www.businesstoday.in/world/story/global-lng-supply-faces-cliff-as-supply-from-west-asia-may-come-to-an-end-in-just-10-days-report-521769-2026-03-23?utm_source=rssfeed - ['* A disruption in LNG shipments from Qatar due to Iran’s blockade of the Strait of Hormuz, with supplies potentially ending within 10 days.', '* Qatar accounts for roughly 20% of global LNG supply, and the disruption has already caused a significant increase in LNG prices, especially in Asia.', "* Pakistan, heavily reliant on Qatar LNG imports, has scaled down operations and expects to run dry by month's end.", '* Other Asian countries such as Bangladesh, Taiwan, Japan, and China are initiating measures to manage shortages or seek alternative supplies.', '* Qatar’s Ras Laffan LNG facility is damaged, with up to 17% of capacity potentially offline for three to five years, causing long-term supply constraints.']
191. https://focus.ua/economics/748039-voyna-v-irane-v-blizhayshie-10-dney-v-mire-mozhet-vozniknut-deficit-gaza-smi - * The article reports that liquefied natural gas (LNG) supplies from the Persian Gulf could sharply cease within 10 days due to ongoing conflict. * The blockade of the Strait of Hormuz by Iran has led Qatar to halt exports, causing potential global gas shortages. * A large LNG plant in Ras Laffan has suffered significant losses and was attacked by Iran, increasing gas prices in Asia and Europe. * Tankers loaded in Qatar and UAE are reaching destinations, with recipients beginning to feel the effects of disrupted supplies. * Countries dependent on imports may face high costs, shortages, and may reduce consumption or switch fuels. * Several Asian countries have introduced measures like a four-day workweek to prevent shortages.
192. https://www.business-standard.com/markets/commodities/lng-crunch-may-stoke-inflation-slow-global-growth-after-qatar-hit-analyst-126032300061_1.html - * Qatar's LNG export plant at Ras Laffan Industrial City damaged by Iranian drone strikes, sidelining 12.8 million tonnes annually for 3-5 years. * Qatar accounts for about 20% of global LNG supply; destruction poses long-term structural risks. * European natural gas prices surged by nearly 50% in a single session after damage reports. * Key geopolitical and sectoral impacts include emergency fuel use in Japan and South Korea, disrupted petrochemical operations in Asia, and rationing in India. * Restart of LNG flows will take 3-5 years, with damaged trains requiring extensive rehab or replacement. * EU storage is 30% below average, heightening energy security concerns; US storage near capacity. * India heavily reliant on Qatar LNG, imposing supply cuts and fuel switching, risking permanent modal shifts. * Alternative supplies include US, Australia, and Russian LNG, with geopolitical considerations affecting options. * The crisis is expected to have long-lasting effects, extending over several years, impacting global energy markets and inflation.
193. https://www.business-standard.com/markets/commodities/lng-crunch-may-stoke-inflation-slow-global-growth-after-qatar-hit-analyst-126032300061_1.html - * Qatar's damage at Ras Laffan industrial site has caused a multi-year LNG supply disruption. * Qatar accounts for 20% of global LNG supply, with key impacts on Asia, Europe, and India. * Resupply is delayed due to damage repairs, with a rehabilitation timeline of three to five years. * European gas inventories are critically low, increasing inflation risk. * Countries are shifting to alternative supply routes and fuel sources amid scarcity.
194. https://www.businesstoday.com.my/2026/03/23/global-lng-market-tightens-as-conflict-cuts-key-supply-routes/?utm_source=rss&utm_medium=rss&utm_campaign=global-lng-market-tightens-as-conflict-cuts-key-supply-routes - * LNG exports have dropped to their lowest in six months amid Middle East conflict. * Shipments decreased by about 20% since the start of the month, reaching levels not seen since September. * Most significant decline from Qatar, recent outages at Ras Laffan plant due to attacks. * The conflict impacts key supply routes through the Strait of Hormuz, which transports about a fifth of global LNG. * The situation has reversed recent supply gains from US and Canadian projects, tightening the market.
195. https://www.businesstoday.com.my/2026/03/23/global-lng-market-tightens-as-conflict-cuts-key-supply-routes/?utm_source=rss&utm_medium=rss&utm_campaign=global-lng-market-tightens-as-conflict-cuts-key-supply-routes - * Global LNG exports declined by about 20% since the start of the month, reaching the lowest in six months. * Most of the decline originates from Qatar and the United Arab Emirates. * Qatar's Ras Laffan export plant was shut after attacks, with potential for years-long outages. * The conflict involving Iran affects supply routes, especially the Strait of Hormuz, impacting regional and global LNG flows. * The drop in supply offsets recent gains from US and Canadian projects, increasing market pressure.
196. https://www.businesstoday.com.my/2026/03/23/global-lng-market-tightens-as-conflict-cuts-key-supply-routes/?utm_source=rss&utm_medium=rss&utm_campaign=global-lng-market-tightens-as-conflict-cuts-key-supply-routes - * Global LNG exports have fallen to their lowest in six months due to Middle East conflict. * Shipments declined by about 20% since the start of the month, primarily from Qatar and UAE. * Qatar's Ras Laffan export plant was shut after attacks, with two production trains possibly offline for years. * The Strait of Hormuz, a major route for around 20% of global LNG, is affected by the conflict. * The supply disruption is reversing recent gains from US and Canadian projects, tightening the market.
197. https://unn.ua/news/svit-za-10-dniv-mozhe-opynytysia-na-mezhi-hazovoi-kryzy-cherez-viinu-v-irani-zmi - * Countries worldwide at risk of catastrophe as liquefied natural gas (LNG) flows from Persian Gulf sharply cease within ten days, following Iran's block of the Strait of Hormuz. * Qatar, a major LNG producer, halted exports after Iran's blockage and missile strikes damaged its gas facility, causing price increases in Asia and Europe. * Several tankers En route before conflict's start are only now affecting supply; consumers face higher costs or switch fuels. * Pakistan, heavily reliant on Qatari LNG, faces complete supply stop by end of the month as terminal stocks deplete. * India, China, Japan, and Taiwan are planning or considering increased purchases from spot markets to mitigate shortages, with some turning to coal or nuclear energy. * World gas supplies are expected to remain constrained due to ongoing tensions and infrastructural damages. * Qatar's LNG production capacity will be reduced for up to five years due to terrorist attacks at Ras Laffan. * US sanctions and military actions are attributed to Iran's Strait blockage, with geopolitical tensions escalating.
198. https://windward.ai/blog/march-22-maritime-intelligence-daily/ - * Strait of Hormuz traffic remains near collapse, with only 16 crossings recorded over seven days.* *Vessels reroute via Iranian territorial waters, with increased use of alternative routes.* *Approximately 686 vessels are operating in the Gulf, with restricted movement.* * Gulf LPG exports decline to 12-month lows, and Iranian crude exports are sustained via controlled routing.* * European enforcement increases, with interdictions of sanctioned vessels, including notable operations against shadow fleet activity.*
199. https://ts2.tech/en/natural-gas-price-forecast-week-ahead-henry-hub-near-3-10-as-gulf-threats-clash-with-warm-u-s-weather/ - * U.S. natural gas trades close to $3.10 per mmBtu, with prices influenced by geopolitical tensions and US weather forecasts. * U.S. storage inventories increased by 35 billion cubic feet to 1.883 trillion cubic feet, above the five-year average. * Iran's attack on Qatar’s LNG exports and geopolitical tensions threaten global supply, potentially pushing prices higher. * U.S. gas rigs fell to 131, but output is projected to increase in 2026. * Market outlook depends on Gulf disruptions, weather, and storage data, with summer contracts remaining above April prices.
200. https://unn.ua/en/news/the-world-could-face-a-gas-crisis-in-10-days-due-to-the-war-in-iran-media - * The world's liquefied natural gas (LNG) supply from the Persian Gulf could cease within ten days due to Iran blocking the Strait of Hormuz and attacking Qatar's LNG infrastructure. * Qatar, producing 20% of global LNG, has halted exports following Iranian rocket fire at Ras Laffan. * Many LNG shipments from Qatar and the UAE were en route before the conflict, but supply disruptions are imminent. * Countries like Pakistan and Bangladesh are vulnerable; Pakistan's LNG imports from Qatar have stopped, leading to reduced terminal operations. * Japan, China, and other nations plan to utilise alternative energy sources like coal, nuclear, or spot market imports while supply is constrained.
201. https://www.naftemporiki.gr/finance/markets/2088985/pagkosmios-synagermos-gia-to-fysiko-aerio-sto-cheilos-toy-gkremoy-i-agora-lng/?utm_source=rss&utm_medium=rss&utm_campaign=pagkosmios-synagermos-gia-to-fysiko-aerio-sto-cheilos-toy-gkremoy-i-agora-lng - * The global natural gas market faces a critical shift due to disruptions in LNG shipments from the Persian Gulf.* Within 10 days, tanker flows may cease, affecting energy security and prices.* The crisis resulted from Iran's blockade of the Straits of Hormuz, limiting LNG export routes.* Qatar, accounting for about 20% of global LNG, has halted exports due to infrastructure damage and sanctions.* Asia and Europe are facing difficult choices: higher costs, switch to more polluting fuels, or consumption restrictions.* Pakistan is highly vulnerable, with nearly 99% of LNG imports from Qatar and operational capacity reduced to a sixth.* Asian countries are considering energy savings and alternative supplies; investment in coal and nuclear is increasing.* Even if shipping resumes, the market remains under pressure, with Qatar’s capacity remaining reduced for years, risking a major energy shock.
202. https://tribune.net.ph/2026/03/22/teka-teka-responses - * Qatar Energy declares long-term force majeure on LNG contracts following Iranian missile strikes damaging Ras Laffan Industrial City. * Damage impacts about 17% of global LNG supply, with repairs possibly taking three to five years. * The crisis is expected to drive spot LNG prices sharply higher, affecting electricity prices in the Philippines. * WESM electricity prices projected to rise from April, with potential averages near P8 per kWh. * Short-term relief measures include regulation and coal substitution; long-term energy security needs diversification away from imported LNG.
203. https://tribune.net.ph/2026/03/22/teka-teka-responses - - Qatar, the largest LNG supplier, may declare a five-year force majeure following Iranian missile strikes on Ras Laffan Industrial City, halting production. - Production loss affects about 17% of global LNG supply, causing immediate price spikes. - Global LNG price increases impact electricity generation costs, notably in the Philippines, raising WESM prices. - WESM prices are projected to rise significantly, with implications for consumer electricity bills. - The Philippines government considers emergency regulation and diversification away from LNG dependency for energy security.
204. https://english.aawsat.com/business/5253885-eu-urges-reduced-gas-storage-target - * The European Commission urged EU countries to lower their gas storage target from 90% to 80% to reduce price pressures. * EU energy commissioner Dan Jorgensen sent a letter requesting the target reduction for the current filling season. * The war in the Middle East, especially attacks involving Iran, has led to a surge in oil and natural gas prices. * Oil prices have increased over 50%, and EU natural gas prices have risen by more than 30% since February 28. * Developments threaten regional security and impact global oil and gas markets, impacting EU supply and inflation.
205. https://www.indiatvnews.com/news/world/iran-says-strait-of-hormuz-remains-closed-only-for-enemies-after-trump-s-48-hour-ultimatum-2026-03-22-1034676 - * Iran's official announces that the Strait of Hormuz is closed only for enemies, allowing navigation with coordination. * Tehran emphasises the importance of protecting sovereignty amid ongoing US and Israeli actions. * US President Donald Trump issues a 48-hour warning threatening to obliterate Iranian power plants if the Strait remains closed. * Rising global crude prices linked to Iran's blockade and regional tensions. * The situation increases uncertainty in global oil and gas markets, with the Strait being a key transit route.
206. https://www.kotaradio.com/2026/03/22/trump-issues-48-hour-ultimatum-to-iran-over-strait-of-hormuz-closure/ - * President Donald Trump warned Iran to reopen the Strait of Hormuz within 48 hours or face strikes, announced by the White House. * Iranian officials stated the waterway would remain open for international shipping except for vessels from hostile countries. * Heightened conflict involving missile strikes, retaliation, and threats to regional infrastructure. * Strait of Hormuz is a critical route for global oil and gas shipments, impacting prices. * Regional governments are balancing military readiness with efforts to keep shipping lanes open, amid regional tensions.
207. https://meyka.com/blog/march-22-takaichis-us-visit-yields-energy-defense-deals-iran-risk-looms-2203/ - * Sanae Takaichi announced up to $40 billion for US small modular reactors and $33 billion for LNG plants. * US-Japan agreements include cooperation on rare earths and missile systems. * Iran war risk may increase shipping premiums, affect project schedules, and boost defence orders. * Supply deals aim to reduce dependence on single-source refining in critical minerals. * US security and supply chain integration are central themes, with implications for market and geopolitical risk. * Investors should monitor permits, contracts, and political signals to assess project momentum and geopolitical stability.
208. https://www.globalbankingandfinance.com/trump-iran-trade-threats-over-energy-targets-war-escalates/ - * US President Donald Trump threatened to attack Iran's power plants if Tehran did not fully reopen the Strait of Hormuz within 48 hours. * Iran warned it would attack US energy infrastructure if Trump carried out the threat. * Escalations include missile attacks in Israel, Iranian missile launches, and threats to regional Gulf energy facilities. * The conflict has disrupted oil supplies, caused oil prices to reach their highest in nearly four years, and affected global markets. * Regional escalation involves Lebanon (Hezbollah), attacks on Gulf states' energy infrastructure, and international diplomatic tensions.
209. https://www.lanacion.com.ar/el-mundo/dia-23-de-la-guerra-entre-estados-unidos-israel-e-iran-todo-lo-que-hay-que-saber-nid22032026/ - * El conflicto en Medio Oriente entra en su 23º día con ataques por parte de Irán y amenazas de Estados Unidos y Israel, incluyendo el cierre del estrecho de Ormuz. * Irán atacó Dimona y Arad en Israel, causando más de 100 heridos. * Estados Unidos y Israel lanzaron una ofensiva contra objetivos en Irán en febrero, con el objetivo de tomar control del gobierno iraní. * La región es estratégica en la geopolítica, debido a su cercanía al estrecho de Ormuz, vital para el petróleo mundial, y sus vínculos con potencias como China, Rusia y Corea del Norte.
210. https://www.vietnamplus.vn/xung-dot-trung-dong-iran-lam-ro-doi-tuong-duoc-luu-thong-qua-eo-bien-hormuz-post1100360.vnp - * Iran tuyên bố tàu từ các quốc gia không đối đầu có thể lưu thông qua eo biển Hormuz sau phối hợp an ninh. * Iran nhấn mạnh cần tôn trọng chủ quyền và sẵn sàng hợp tác với IMO. * Nga cáo buộc Mỹ duy trì ưu thế năng lượng và can thiệp chính trị để ưu tiên lợi ích riêng. * Israel dự kiến giảm thuế xăng và nới lỏng nộp thuế bằng USD để giảm áp lực giá dầu, đối phó với tăng giá kể từ xung đột. * Giá dầu đã vượt ngưỡng 100 USD/thùng, gây lo ngại về lạm phát tăng thêm tại Israel.
211. https://www.goodreturns.in/news/is-strait-of-hormuz-open-irans-new-warnings-us-israel-reliance-ongc-iocl-bpcl-hpcl-oil-gas-stocks-1497513.html - * Iran's representative announced the Strait of Hormuz is open for all ships except those linked to 'Iran's enemies'. * Iran's statement follows US President Donald Trump's threat to target Iranian power plants if the strait is not reopened within 48 hours. * Iran blamed US and Israel for the shutdown of Hormuz after recent attacks on vessels and infrastructure. * The US, UK, Germany, France, Japan, South Korea, Australia, and others condemned Iran's actions. * Indian oil and gas stocks, especially Reliance, ONGC, and Oil India, are expected to be impacted due to the strategic importance of Hormuz for India's energy security.
212. https://www.independent.co.uk/news/world/middle-east/iran-us-war-live-strait-of-hormuz-trump-oil-israel-b2943316.html - * Iran states the Strait of Hormuz remains open to all ships except those linked to 'Iran's enemies' after US President Trump's threats. * Trump threatened to obliterate Iran’s power plants if the waterway was not fully open within 48 hours. * Tanker traffic has halted due to Iran’s de facto blockade, causing oil prices to surpass $100 a barrel. * Iran's representative to the IMO expressed readiness to cooperate on maritime safety. * Trump criticised NATO allies for not helping secure the strait, though he claimed it would soon 'open itself'.
213. https://www.news18.com/india/russian-carrier-aqua-titan-us-lpg-cargo-pyxis-pioneer-arrive-in-india-amid-hormuz-crisis-ws-l-9990724.html - * The Russian crude oil tanker Aqua Titan arrived at New Mangalore Port after diverting its route from China to India amid the Hormuz closure and US-Israel-Iran conflict. * The US LPG cargo ship Pyxis Pioneer also reached Mangaluru, boosting India's energy supplies. * Disruptions in global energy routes due to the Hormuz closure have led to increased Indian imports of Russian crude and US LPG. * Indian diplomacy has facilitated passage for Indian-flagged vessels through the Strait of Hormuz. * Several Russian and other LPG carriers have rerouted to Indian ports in recent days, including Nanda Devi and Shivalik.
214. https://meduza.io/news/2026/03/22/tramp-dal-iranu-dvoe-sutok-na-polnoe-otkrytie-ormuzskogo-proliva-prigroziv-razbombit-elektrostantsii - * Donald Trump issued an ultimatum to Iran, demanding the full opening of the Strait of Hormuz within 48 hours. * Trump threatened to attack and destroy Iran's power stations if they do not comply. * The statement was made on the social media platform Truth Social around 3 am Moscow time. * Iran has blocked the Strait of Hormuz since the beginning of the Middle East conflict, affecting global oil and gas flows. * Approximately 20 million barrels of oil and liquefied natural gas pass through the strait daily, with disruptions causing oil prices to rise significantly.
215. https://www.edaily.co.kr/News/Read?newsId=02407526645385944&mediaCodeNo=257&OutLnkChk=Y - * The International Energy Agency (IEA) warns Iran conflict is the largest global energy security threat. * Supply normalisation in the Gulf region could take at least six months. * Gas and oil supplies have decreased significantly due to the conflict. * The Straits of Hormuz have been effectively blocked, disrupting energy flow. * Global oil price near $120 per barrel; energy supply chain threatened.
216. https://coingape.com/us-iran-tensions-spike-as-trump-sets-48-hour-deadline-on-strait-of-hormuz-blockade/ - • President Donald Trump issued a 48-hour ultimatum for Iran to reopen the Strait of Hormuz or face military action. • Several countries condemned Iran’s de facto closure of the strait, citing its importance for trade and energy. • Iran responded with warnings of retaliation targeting US energy, technology, and desalination infrastructure. • Oil prices surged to $98, and cryptocurrencies experienced notable losses amid escalating tensions. • The situation marked an escalation after recent discussions of potential peace and military de-escalation.
217. https://www.eanlibya.com/%D8%AA%D8%B1%D8%A7%D9%85%D8%A8-%D9%8A%D9%88%D8%AC%D9%87-%D8%AA%D8%AD%D8%B0%D9%8A%D8%B1%D8%A7%D9%8B-%D8%B4%D8%AF%D9%8A%D8%AF%D8%A7%D9%8B-%D9%84%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D8%A5%D8%B0%D8%A7-%D9%84/ - • Donald Trump issues an urgent warning to Iran to open the Hormuz Strait within 48 hours. • UK declares withdrawal of permission for US military use of Akrotiri base in Cyprus. • Iran's Revolutionary Guard claims 'absolute missile sovereignty' over southern Israel and targets US and Israeli interests. • Iranian missile and drone attacks kill over 200 in southern Israel. • US and Iran exchange threats with US claims of military progress against Iran. • Iranian Petroleum Minister announces complete selling of stranded oil in sea after lifting of embargo.
218. https://www.india.com/news/world/berlin-paris-on-target-list-israel-flags-irans-long-range-missile-power-as-war-enters-dangerous-new-phase-8352088/ - * Israel claims Iran’s missile range has increased to 4,000 km, potentially allowing strikes on Europe, including Berlin, Paris, and Tokyo. * Iran reportedly fired its longest-range missile towards Diego Garcia, threatening US and UK military bases. * Israel has launched airstrikes on Iran and Lebanon in response to missile attacks, with civilians injured. * The US warned Iran over blocking the Strait of Hormuz, with military options available. * European cities are on alert as tensions and missile ranges escalate within the ongoing Middle East conflict.
219. https://www.businesstoday.in/latest/economy/story/energy-security-in-focus-pm-modi-to-chair-high-level-meet-as-hormuz-disruption-hits-supplies-521747-2026-03-22 - * Prime Minister Narendra Modi will lead a meeting to assess the impact of Hormuz Strait disruption on India's energy supplies. * The meeting will review developments in petroleum, crude, power, and fertiliser sectors, focusing on supply stability. * Iran's near-shutdown of the Strait of Hormuz is disrupting energy flows to Asian economies, including India. * The disruption has affected liquefied natural gas supplies, notably for fertiliser production, with some plants operating at half capacity. * PetroNet LNG Ltd and Indian state distributors are managing supply chain issues, with possible downstream effects on agriculture.
220. https://www.westhawaiitoday.com/2026/03/15/nation-world-news/oil-shocks-tentacles-grip-world-economy-this-really-is-the-big-one/ - • The war in Iran and the shutdown of the Strait of Hormuz have caused widespread disruptions to global energy markets, impacting gas prices and supply chains. • The conflict has raised fears of prolonged economic consequences, including higher costs for consumers and businesses worldwide. • The crisis could strengthen Russia’s position and influence global energy geopolitics, with potential long-term impacts on international relations and energy strategy. • European countries face challenges due to energy dependency and low gas storage, while Asian economies remain vulnerable to energy import costs. • Central banks are navigating inflation and growth concerns amidst energy price surges, influencing global financial markets.
221. https://www.ilgiornale.it/news/politica/orb-n-sta-trump-e-spacca-ue-2638554.html - * Orbán opposes EU sanctions and confirms veto on Ukraine aid loan, criticising EU's stance on reality. * The crisis centres around energy issues, particularly Russian oil and gas, influenced by US decisions. * EU leaders prepare for a summit on 19-20 March to decide on sanctions extension and Ukraine support. * European leaders, including Costa, criticise Trump’s unilateral decisions as damaging to security. * Belgian Premier De Wever suggests negotiating with Russia as an alternative, highlighting internal divisions. * EU cements sanctions on 2,700 Russian entities, with ongoing debate on further punitive measures. * Discussions focus on geopolitical implications, energy strategy, and EU unity amid US and Russian tensions.
222. https://www.ilgiornale.it/news/politica/dispetto-cina-e-unarma-doppio-taglio-nello-scacchiere-2638548.html - * The US attack on Kharg Island signals a shift in confrontation with Iran, targeting its main oil export asset. * Donald Trump indicated a preference for non-destruction but hinted at escalation if Iran interferes in the Strait of Hormuz. * Potential occupation of Kharg involves US Marine and Army units, risking a high-intensity operation with strategic and political repercussions. * Iran could counter by targeting other energy infrastructure, heightening market volatility. * Seizing Kharg would affect China's primary oil supply route, though China's reserves and alternative suppliers mitigate immediate risk. * US prolonged engagement in the Middle East could benefit China by diverting US resources from the Pacific. * Trump's China visit occurs amidst US strategic ambiguity, oscillating between firmness and containment with uncertain outcomes.
223. https://cursorinfo.co.il/world-news/tramp-prigrozil-iranu-u-vas-est-48-chasov/ - * President Donald Trump issues a warning to Iran, demanding the Strait of Hormuz be open within 48 hours. * If Iran does not comply, the US threatens to strike Iran’s energy infrastructure. * The Strait of Hormuz is a vital route for global oil and LNG exports, passing through between Iran and Arabian countries. * Closure of the strait has already caused oil prices to rise from $70 to nearly $100 per barrel. * The threat is part of broader tensions involving Iran, the US, and regional energy supplies.
224. https://www.bbc.com/news/live/ce35wke27ynt - * US President Donald Trump issues a 48-hour deadline for Iran to open the Strait of Hormuz. * Iran responds with threats of attacks on US-linked energy infrastructure and potential safe passage for non-enemy ships. * Iran's government has previously shown willingness to endure high economic and social costs. * Iran's foreign minister claims diplomatic approaches are ongoing, with Oman urging restraint. * The situation poses a significant threat to Gulf energy markets and regional stability.
225. https://www.businesstoday.in/latest/economy/story/energy-security-in-focus-pm-modi-to-chair-high-level-meet-as-hormuz-disruption-hits-supplies-521747-2026-03-22 - * Prime Minister Narendra Modi will chair a high-level meeting to assess the impact of the Hormuz disruption on India's energy and supply chains. * The meeting will review developments in petroleum, crude, power, and fertiliser sectors, focusing on maintaining supply and logistics. * Iran's nearly closure of the Strait of Hormuz has disrupted energy flows to India and other Asian countries. * The disruption has specifically impacted liquefied natural gas supplies for fertiliser production, reducing capacity at urea plants. * Petronet LNG Ltd and other gas distributors have declared force majeure due to cargo movement disruptions, prompting supply curtailments and strategic reviews.
226. https://www.kbc.co.ke/trump-urges-uk-and-other-nations-to-send-warships-to-strait-of-hormuz/ - * Donald Trump calls for UK, China, France, Japan, South Korea, and others to send warships to secure the Strait of Hormuz. * US President claims Iran's military capability has been destroyed and threatens to bomb Iran's shoreline. * Iran warns oil infrastructure on Kharg Island will be destroyed if attacked. * UK Ministry of Defence discusses options to ensure shipping security; UK has one warship in the region. * Overall, increased military activity and tensions around the Strait of Hormuz affecting global oil supplies.
227. https://jurnalul.ro/stiri/externe/ultimatum-sua-iran-straamtoarea-hormuz-48-ore-trump-atacuri-1027645.html - • Donald Trump anunță un ultimatum de 48 de ore pentru Iran pentru redeschiderea Strâmtorii Ormuz. • SUA ameninţă cu atacuri asupra infrastructurii energetice dacă Iranul nu respectă cererea. • Iranul avertizează că va ataca infrastructura energetică legată de SUA în regiune dacă sunt atacate instalaţii iraniene. • Situaţia regională s-a escaladat, cu atacuri cu rachetă din Iran asupra Israelului și tiruri către baze britanice. • Iranul susţine că nu va da dovadă de reţinere în replică.
228. https://www.bostonglobe.com/2026/03/14/nation/trump-urges-world-to-help-open-strait-of-hormuz/ - * President Donald Trump called for countries to send ships to the Strait of Hormuz to keep it open and safe, without specifying nations. * Iran has effectively closed the strait, threatening ships with drones and mines. * The US has targeted Iran's oil terminal on Kharg Island but aims to reopen the waterway. * The Pentagon reported a midair crash involving a US aircraft in Iraq, with six US service members killed. * The US embassy in Baghdad was attacked, with ongoing violence involving Iran-backed militias. * Multiple ports in the UAE were targeted or threatened, with concerns over US military presence. * Conflict between Israel and Hezbollah has escalated in Lebanon, causing casualties and damages, affecting healthcare and civilian safety.
229. https://www.darnews.com/world/trump-urges-us-allies-to-send-warships-to-strait-of-hormuz-as-iran-vows-to-retaliate-2b1a5073 - * President Donald Trump states he has requested about seven countries to send warships to the Strait of Hormuz to keep it open.* No countries have made commitments; oil prices rise amid Iran conflict.* Trump declines to name the countries, but previously appealed to China, France, Japan, South Korea, and Britain.* Iran's Foreign Minister states the strait is open except to the US and its allies.* China and South Korea express willingness to cooperate; Britain discusses importance of reopening the strait.* International Energy Agency begins releasing emergency oil stocks amid market volatility.
230. https://www.dostor.org/5469081 - * إيران تعلن أن مضيق هرمز لا يزال مفتوحًا أمام الملاحة باستثناء الأعداء، بعد مهلة من ترامب * ترامب يمنح إيران 48 ساعة لفتح المضيق، مهددًا بتدمير بنيتها التحتية للطاقة * إيران مستعدة للتعاون مع المنظمة البحرية الدولية لضمان سلامة الملاحة * التصعيد يتزامن مع هجمات إيرانية ضد إسرائيل وتحركات عسكرية أمريكية في المنطقة * المضيق يعد من أهم ممرات النفط العالمية، وأي تعطيل يؤثر على أسواق الطاقة
231. https://witness.co.za/news/2026/03/15/trump-urges-other-nations-warships-to-protect-gulf-oil-route/ - * US President Donald Trump urges countries affected by Iran's threats to send warships to protect the Strait of Hormuz. * Iran sustains ongoing missile and drone attacks, causing near halt of shipping through the strait. * US and allied military strikes target Iran, including on Kharg Island, and US forces deploy additional assets to the region. * Regional tensions escalate with missile launches, drone strikes, and attacks on US and allied personnel. * Geopolitical conflict impacting global oil supplies and regional stability, with military actions and diplomatic tensions ongoing.
232. https://al-sharq.com/article/22/03/2026/%D9%85%D8%A4%D8%B3%D8%B3%D8%A9-%D8%A7%D9%84%D8%B9%D8%B7%D9%8A%D8%A9-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2-%D9%81%D9%8A-%D8%A2%D8%B3%D9%8A%D8%A7-%D9%8A%D8%B3%D8%AC%D9%84-%D8%A3%D8%B9%D9%84%D9%89-%D9%85%D8%B3%D8%AA%D9%88%D9%8A%D8%A7%D8%AA%D9%87-%D9%85%D9%86%D8%B0-2022 - • مؤسسة العطية أعلنت أن أسعار الغاز الطبيعي المسال الفورية في آسيا سجلت أعلى مستوياتها منذ نهاية 2022. • الأمس، وفقًا لتصريحات من شركة قطر للطاقة، أُبلغ عن تعطيل 17% من الطاقة التصديرية بسبب هجمات إيرانية. • متوسط سعر الغاز لشهر مايو في شمال شرق آسيا بلغ 25.30 دولار لكل مليون وحدة حرارية، ارتفاعًا من 19.50 دولار. • ارتفاع الأسعار أدى إلى تراجع الطلب في دول جنوب آسيا، مثل باكستان، الهند، وبنغلاديش. • فى أسواق النفط، استقرت عقود خام برنت عند 112.19 دولار، و خام غرب تكساس عند 98.32 دولار.
233. https://tekno.sindonews.com/read/1689351/613/seberapa-pentingkah-ladang-gas-south-pars-di-iran-untuk-dunia-1774152206 - ['* Serangan terhadap ladang gas South Pars di Iran dan fasilitas Ras Laffan Qatar meningkatkan konflik Iran-Israel dan mengancam pasokan energi regional dan global.', '* Pada 18-19 Maret, Israel melancarkan serangan udara ke ladang gas Nam Pars di Iran dan Iran membalas dengan serangan ke Ras Laffan milik Qatar.', '* Serangan menyebabkan kebakaran di Ras Laffan tetapi tidak ada korban jiwa.', '* Ketegangan ini bermula dari serangan AS dan Israel terhadap Iran yang menewaskan pejabat tinggi pada 28 Februari.', '* Ladang gas South Pars merupakan bagian Iran dari ladang gas alam terbesar di dunia yang memiliki kedekatan dengan Qatar.']
234. https://agpgabon.ga/guerre-au-moyen-orient-des-pays-europeens-en-negociation-avec-liran-pour-retablir-lacces-au-detroit-dormuz/ - * Plusieurs pays européens, notamment la France et l’Italie, négocient avec Téhéran pour obtenir un accès au détroit d’Ormuz. * Les discussions visent à assurer un passage sûr pour les navires européens, en raison de la paralysie du détroit causée par le conflit entre les États-Unis, Israël et l’Iran. * La région est cruciale, avec 20% du pétrole et du GNL mondiaux transitant par le détroit. * Certains États membres de l’UE craignent que la négociation avec l’Iran ne fragilise la position occidentale. * L’Iran maintient la fermeture du détroit, aggravant la hausse des prix du pétrole et du gaz.
235. https://www.focus.de/politik/ausland/grosse-angst-vor-sabotage-putins-gas-pipeline-nach-ungarn-wird-von-serbiens-armee-geschuetzt_7a219475-982a-42d1-abb4-b2e8e7ee5a81.html - * Serbia's army protects the 'Balkan-Stream' or 'Turkish-Stream' pipeline carrying Russian gas to Hungary, including special forces and air defence. * The pipeline runs from the Black Sea through Turkey into the Balkans and Hungary, with around 7.5 billion cubic metres arriving in Hungary last year. * The pipeline has experienced multiple sabotage attempts in the past. * Special forces and missile defence units monitor and secure the pipeline, including the use of HQ‑17 AE air defence systems. * The region remains dependent on Russian gas through long-term supply agreements.
236. https://www.myjoyonline.com/trump-calls-for-allies-to-help-secure-strait-of-hormuz-as-iran-vows-to-step-up-retaliation/ - *U.S. President Donald Trump called for friendly nations to send warships to secure the Strait of Hormuz, amid ongoing Iran-Israel conflict.* *Iran threatened escalation and rejected ceasefire negotiations; Iranian forces continued strikes.* *Oil disruptions were reported in the UAE and threats were made against U.S. energy facilities.* *European nations discussed options for securing shipping in the region.* *Iran warned residents to evacuate ports and threatened to respond to attacks on energy infrastructure.*
237. https://www.alarabiya.net/iran/2026/03/22/%D9%84%D9%81%D8%AA%D8%AD-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D8%A7%D9%85%D9%83%D8%A7%D9%86%D9%8A%D8%A9-%D8%A7%D8%B1%D8%B3%D8%A7%D9%84-%D9%82%D9%88%D8%A7%D8%AA-%D8%A7%D9%85%D9%8A%D8%B1%D9%83%D9%8A%D8%A9-%D8%A7%D9%84%D9%89-%D8%A7%D9%8A%D8%B1%D8%A7%D9%86-%D8%AA%D8%AA%D8%B2%D8%A7%D9%8A%D8%AF - ['* Continuing US-Iran tensions over Hormuz Strait, with Israeli sources indicating increased likelihood of US ground operations inside Iran.', '* US President Trump threatened to destroy Iranian energy facilities if Iran does not reopen Hormuz within 48 hours.', "* Washington set six conditions to cease hostilities, including reopening Hormuz and limits on Iran's nuclear program and missile support.", '* Iran reaffirmed its stance that the Strait is open to all ships except those of enemies, citing recent Israeli and US attacks as causes of current tensions.', '* Multiple countries, including European nations, Bahrain, and UAE, expressed readiness to contribute to secure passage through Hormuz.']
238. https://www.24newshd.tv/22-Mar-2026/sri-lanka-raises-fuel-prices-25-percent-war-bites - * Sri Lanka raised fuel prices by 25% on Sunday, second increase within two weeks. * The government aims for a 15-20% reduction in fuel consumption. * The increase is linked to potential disruptions from the Middle East war, particularly the closure of the Strait of Hormuz. * Sri Lanka imports all its oil and sources refined petroleum from Singapore, Malaysia, and South Korea. * The conflict threatens the country's economic recovery efforts post-2022 financial crisis.
239. https://www.24newshd.tv/22-Mar-2026/iran-army-says-will-target-energy-desalination-infrastructure-us-threats - ["Iran's military states it will target energy, information technology, and desalination infrastructure if violated by the US or regional enemies.", 'The threat is in response to US President Donald Trump\'s vow to "obliterate" power plants if the Strait of Hormuz remains closed.', "The statement was made by Iran's operational command Khatam Al-Anbiya and reported by Fars news agency.", 'The context involves tensions over the Strait of Hormuz, which was effectively closed in response to the Middle East conflict, with a 48-hour deadline given for reopening by Trump.']
240. https://www.qubesmagazine.com.ng/2026/03/trump-iran-48-hour-ultimatum-strait-of-hormuz-israel-strike.html - • US President Donald Trump issued a 48-hour deadline to Iran to reopen the Strait of Hormuz or face threats of destruction of Iran’s energy infrastructure. • The deadline is set for 23:44 GMT on Monday, March 23, 2026. • The escalation follows Iranian missile attacks on Israel and the closure of the Strait of Hormuz, a key oil chokepoint. • Brent crude prices have risen above $105 per barrel. • Iran threatened to target US energy and desalination plants in response to threats.
241. https://www.al-monitor.com/originals/2026/03/iran-says-hormuz-open-all-enemy-linked-ships-amid-us-threat - ["* Iran's representative to the UN maritime agency announced the Strait of Hormuz remains open to all shipping except vessels linked to 'Iran's enemies'.", '* The statement was made after US threats to target Iranian power plants if the waterway was not fully open within 48 hours.', "* US threats and Iran's responses have disrupted maritime traffic, threatening a global energy shock due to the strait's role in transporting a fifth of global oil and liquefied natural gas.", '* Iran expressed willingness to cooperate with the International Maritime Organisation to improve maritime safety and protect seafarers.', '* Iran emphasised diplomacy while citing Israeli and US attacks as the root cause of current tensions in the Strait of Hormuz.']
242. https://www.cbsnews.com/video/trump-asks-china-france-help-keep-strait-of-hormuz-open-amid-war-iran/ - ['* President Trump calls on China, France, South Korea, Japan, and the U.K. to assist in maintaining open access to the Strait of Hormuz.', '* The appeal comes amid ongoing conflict involving Iran attempting to disrupt regional oil flow.', '* The event reflects geopolitical tensions impacting oil shipping routes.', '* No specific date or detailed outcome reported.']
243. https://www.focus.de/politik/ausland/grosse-angst-vor-sabotage-putins-gas-pipeline-nach-ungarn-wird-von-serbiens-armee-geschuetzt_7a219475-982a-42d1-abb4-b2e8e7ee5a81.html - * The Serbian army protects a Russian gas pipeline, also known as Balkan-Stream or Turkish-Stream, which transports gas to Hungary. * The pipeline passes through Serbia, with about 7.5 billion cubic meters of gas reaching Hungary last year. * The pipeline has previously been targeted by sabotage attempts. * Special forces and air defence units, including the 72nd Brigade and HQ-17 AE system, guard the pipeline against threats. * The protection effort involves monitoring for drones and sabotage, highlighting regional dependence on Russian gas.
244. https://www.zeit.de/politik/ausland/2026-03/iran-ueberblick-trump-drohung-israel-verletzte - * US President Donald Trump issues an ultimatum to Iran, threatening to destroy energy facilities if the Hormuz Strait is not reopened within 48 hours. * Iran's armed forces threaten retaliation, warning US energy assets in the region would be targeted. * In Israel, over 90 people injured in rocket attacks near the Dimona nuclear site; Israel's air defence system reportedly failed to intercept all rockets. * Iranian state media reports over 1,500 Iranians killed since the conflict began; Israel reports 15 deaths from Iranian rocket attacks, with additional casualties in the West Bank and among US forces. * UAE reports attacks with drones and rockets on Ra's al-Chaima; Iran warns of retaliatory strikes against strategic islands near the Strait of Hormuz; a ship off the UAE coast is struck by an unidentified projectile.
245. https://nuclear-news.net/2026/03/22/1-b1-as-the-oil-and-gas-crisis-drives-the-world-economy-towards-another-financial-crash-green-energy-is-the-only-viable-future/ - * The world faces a severe energy crisis worse than the 1970s and 2007-2012, driven by conflicts affecting oil and gas supplies, particularly through the Straits of Hormuz.
246. https://lenta.ru/news/2026/03/22/alaudinov-obvinil-evrosoyuz-v-vedenii-voyny-protiv-rossii/ - * Алаудинов заявил, что страны Европы, включая Англию, пытаются вести экономическую войну против России. * Он указал на атаки на компрессорные станции газопроводов «Турецкий поток» и «Голубой поток».n* По его мнению, за атаками стоят ЕС и Англия. * Президент России Путин сообщил о подготовке подрывов двух российских газопроводов. * В статье рассматривается вопрос о геополитических конфликтах, связанных с газовыми поставками, в контексте российско-украинского и европейского взаимодействия.
247. https://lenta.ru/news/2026/03/22/alaudinov-obvinil-evrosoyuz-v-vedenii-voyny-protiv-rossii/ - * Алаудинов заявил, что страны Европы ведут гибридную экономическую войну против России. * Свои слова он приводит citing атаки на компрессорные станции газопроводов «Турецкий поток» и «Голубой поток». * Он считает, что за этими операциями стоят ЕС и Англия. * Президент Путин сообщил о возможной подготовке подрыва российских газопроводов. * Статья касается вопросов инфраструктурной безопасности и геополитических конфликтов.
248. https://index.hu/gazdasag/2026/03/22/tozsde-osszefoglalo-forint-makrogazdasag-inflacio-haboru/ - * The forint's recent volatility was driven by geopolitical tensions and energy price increases, especially in oil and gas, associated with conflicts in the Middle East. * Fluctuations in the forint are linked to global energy market developments, including attacks on oil and gas infrastructure and Iran-related conflicts. * The Hungarian forint weakened following rising energy prices, with significant shifts in the euro and dollar exchange rates throughout the week. * Key events affecting the forint include OPEC oil prices reaching over 110 dollars and gas prices surging due to Middle Eastern conflicts. * The upcoming Hungarian central bank meeting and global energy risks are expected to influence the forint further.
249. https://www.christianpost.com/voices/iran-is-choking-the-global-economy-will-trumps-allies-step-up.html - * Iran's retaliation involves threat to the Strait of Hormuz, vital for 20% of global petroleum and 25% of seaborne oil trade. * Oil prices surged, exceeding $100 a barrel since June 2022, amid maritime incidents and threats. * US calls on NATO allies and China to escort tankers; some nations hesitant due to active military zone. * Prolonged closure risks global recession, affecting energy, food, and agriculture supply chains. * Geopolitical tensions involve Russia, China, North Korea, and potential regime change in Iran. * US military actions weaken Iran’s navy; long-term stability dependent on international cooperation.
250. https://mezha.net/eng/bukvy/iranian_military_threatens/ - • Iran's military threatens to strike US and Israeli energy and desalination facilities amid ongoing conflict. • US President Trump states readiness to attack Iran's energy infrastructure if Strait of Hormuz remains blocked. • Iran's missile attack hits southern Israel, injuring civilians. • 22 countries, including UAE and Australia, join efforts to secure navigation through Hormuz, amid rising maritime threats. • Humanitarian crisis worsens in Iran and Lebanon, with significant civilian casualties and displacement. • Regional stability is challenged by ongoing attacks on ships and escalating conflict, impacting global energy markets.
251. https://www.aol.com/know-14th-day-us-israel-042708501.html - * US and Israel's war with Iran enters its third week, causing mounting casualties and military actions. * Tehran's new supreme leader vows to keep the Strait of Hormuz closed, leading to rising oil prices and a global fuel crisis. * US military reports a crash involving a refueling aircraft in Iraq; US gas prices reach a 22-month high. * Iran considers allowing oil tankers to pass through the Strait in Chinese yuan; US threatens to target Iran's oil infrastructure. * Israel conducts strikes in Iran and Lebanon amid missile exchanges and regional escalations. * US deploys Marine units to the Middle East; President Trump discusses protecting oil shipping routes. * Iran's new leader issues a message described as desperate, amid ongoing conflict and sanctions.
252. https://www.perfil.com/noticias/internacional/comenzo-la-batalla-por-el-control-del-crucial-estrecho-de-ormuz.phtml - * Las fuerzas estadounidenses iniciaron un operativo en el estrecho de Ormuz para liberar la ruta marítima. * Irán fue atacado en instalaciones militares, dañando búnkeres y equipamiento. * Varios países, incluido Reino Unido, Francia y Alemania, respaldan la operación conjunta. * Irán bloqueó el paso, afectando una quinta parte del petróleo mundial, y solo permite el paso a países no implicados en ataques. * Aumentan los precios del petróleo, con el barril Brent superando los 105 dólares. * Analistas afirman que Irán muestra resistencia, prolongando el conflicto y la crisis petrolera.
253. http://www.adaderana.lk/news.php?nid=120063 - * Iran threatens to strike US and Israeli energy, IT, and desalination infrastructure if attacked, following US threats. * US President Donald Trump issues an ultimatum for Iran to open the Strait of Hormuz within 48 hours. * Iran warns it will show 'zero restraint' if its infrastructure is attacked. * The Strait of Hormuz has been disrupted since early March, affecting oil prices. * US-Israeli strikes on Iran began Feb. 28, with reported casualties including Iran's former Supreme Leader.
254. https://unn.ua/news/yevrokomisiia-zaklykaie-krainy-yes-ne-zvolikaty-z-napovnenniam-hazoskhovyshch-cherez-viinu-v-irani-ft - * The European Commission calls for reducing gas storage targets and gradually filling reserves to cut demand. * The demand reduction is prompted by Iran-related disruptions affecting key gas suppliers and soaring energy prices. * EU energy commissioner Den Jorgensen recommends lowering storage fill target to 80%, 10 percentage points below official goals. * Countries should start filling reserves early to avoid summer bottlenecks and meet targets by 1 December. * The conflict has reduced Qatar's LNG export capacity and threatens European supplies amid rising energy markets.
255. https://nation.lk/online/iran-responds-to-trump-s-warning-over-strait-of-hormuz-305479.html - *Tensions escalate in the Middle East after Iran's response to U.S. warnings regarding the Strait of Hormuz.* *U.S. President Trump warned Iran of potential attacks on its power plants if the Strait is not reopened within 48 hours.* *Iran issued a counter-warning, threatening to target US-linked energy infrastructure in the Gulf region.* *The Strait of Hormuz is a vital oil transit route, and disruptions could impact global energy markets.* *Analysts warn that the exchange of threats could destabilise the region further.*
256. https://hubnetwork.in/from-oil-to-geopolitics-why-the-iran-israel-us-conflict-matters-to-india/ - ['* India, as the third-largest crude oil importer with significant imports from Iran, faces energy security risks amid Iran–Israel–US escalation.', "* Disruptions in the Strait of Hormuz threaten global oil flows, impacting India's economy through rising fuel prices and inflation.", "* The conflict influences global market dynamics, affecting India's trade balance, foreign exchange, and industrial costs.", '* India maintains complex diplomatic ties with Iran, Israel, and the US, navigating a delicate strategic balance.', '* To mitigate risks, India considers diversifying suppliers, expanding strategic reserves, and investing in alternative energy sources.']
257. https://ca.investing.com/news/economy-news/trump-issues-48hour-ultimatum-to-iran-as-strait-of-hormuz-blockade-persists-4526591 - * U.S. President Donald Trump issued a 48-hour ultimatum to Iran to open the Strait of Hormuz. * The warning follows weeks of maritime instability affecting global oil shipping routes. * Trump threatened to target Iran’s power infrastructure if demands are not met. * The closure of the strait has caused a global energy supply shock and market volatility. * The deadline introduces urgency for global commodities markets, with potential regional risk impact.
258. https://greekcitytimes.com/2026/03/22/trump-iran-hormuz-ultimatum-2026/ - * Tensions in the Middle East escalate as Trump warns Iran to reopen Strait of Hormuz within 48 hours. * US and Israeli strikes target Iranian cities and facilities, including Natanz uranium enrichment site. * Iran responds with missile attacks on southern Israel, injuring dozens. * UK condemns missile launch towards US-British military base in Indian Ocean. * Situation risks wider regional and global economic implications due to strategic Strait of Hormuz.
259. https://almarsad.co/2026/03/22/%D8%AF%D9%85%D9%8A%D8%AA%D8%B1%D9%8A%D9%8A%D9%81-%D9%8A%D8%AA%D9%88%D9%82%D8%B9-%D8%AA%D8%B3%D8%A7%D8%B1%D8%B9-%D9%88%D8%AA%D9%8A%D8%B1%D8%A9-%D8%A7%D9%84%D8%AA%D8%B6%D8%AE%D9%85-%D8%A7%D9%84%D8%B9/ - * Dmitriev, Russian deputy and special envoy, states further increases in energy and raw material prices will significantly impact the global economy and accelerate inflation * He comments on the rise in energy and commodity prices during the past month, including Europe’s natural gas (+93%) and heating fuel (+68%), Brent (+52%), WTI (+45%), gasoline (+39%), urea (+35%), sulphur (+23%), and coal (+20%) * Mention of Europe's approaching energy shock due to EU's ban on Russian natural gas imports by 2027 and related restrictions from 2026 * The article discusses the impact of energy sanctions and the energy market shifts affecting Europe
260. https://tass.com/world/2105249 - - The Iranian armed forces warned they will retaliate against US energy and infrastructural facilities in the Middle East if Iran is attacked. - The warning was made by the General Staff of the Iranian armed forces. - The statement was released in response to US threats to target Iranian power plants. - The threat came amid US President Donald Trump's threats to destroy Iranian power plants if the Strait of Hormuz is not opened.
261. https://ria.ru/20260322/iran-2082213179.html - * The United States and Israel have adopted a new position towards Iran, which may cause a global catastrophe, according to analyst Scott Ritter. * Ritter claims their goal is to impoverish Iran and damage its ability to produce gas, oil, and energy. * He warns that Iran has asserted control over the Strait of Hormuz and suggests Iran might close it entirely. * The military campaign between the US, Israel, and Iran has lasted three weeks with ongoing exchanges of strikes. * Israel aims to prevent Iran from acquiring nuclear weapons; the US has threatened to destroy Iran's military potential and called for regime change; Iran refuses negotiations and prepares to defend itself.
262. https://economictimes.indiatimes.com/news/international/world-news/will-obliterate-power-plants-trump-issues-48-hr-ultimatum-to-iran-over-hormuz-tehran-responds/videoshow/129727643.cms - * US President Donald Trump issues a 48-hour ultimatum to Iran over the Strait of Hormuz * Trump warns of destroying Iran’s power plants if Iran does not fully reopen the strait * Iranian media states Iran would target US energy infrastructure in response * Escalation in conflict signals increased geopolitical tension in the region
263. https://www.businesstoday.in/world/story/we-call-on-iran-to-cease-immediately-20-nations-issue-joint-statement-over-hormuz-disruption-521735-2026-03-22 - * A coalition of over 20 countries issued a joint statement condemning Iran's actions in the Gulf on March 21, including attacks on vessels and infrastructure. * The countries called on Iran to cease threats to maritime traffic and reiterated the importance of freedom of navigation. * The statement referenced adherence to international law and emphasised the threat to global energy supply and peace. * The International Energy Agency authorised a release of 400 million barrels of strategic oil reserves to stabilise the market. * Countries expressed readiness to coordinate efforts to ensure safe passage and support energy supply amid Gulf disruptions.
264. https://unn.ua/news/yevrokomisiia-zaklykaie-krainy-yes-ne-zvolikaty-z-napovnenniam-hazoskhovyshch-cherez-viinu-v-irani-ft - * European Commission calls for lower gas storage targets and gradual filling to reduce demand, following Iran conflict impacts.
265. https://simplywall.st/stocks/us/energy/nyse-vg/venture-global/news/middle-east-lng-shock-puts-venture-globals-growth-story-in-f - * Iranian attacks have caused a multi-year outage at Qatar’s LNG export capacity, creating a global supply gap. * The disruption is expected to tighten the global LNG market and increase reliance on US exporters. * Venture Global, traded as NYSE:VG, develops and operates US LNG export facilities, with increased long-term contract interest. * The Qatar outage and Middle East tensions influence Venture Global's contract pipeline, export plans, and market role. * Investors are advised to monitor Venture Global’s project timelines, debt, arbitration, and LNG market developments.
266. https://www.aachener-zeitung.de/wirtschaft/iran-krieg-eu-laender-sollen-fuellziel-fuer-gasspeicher-senken/143863572.html - * The European Commission has urged EU member states to reduce their gas storage fill target from 90% to 80% due to the Iran war's impact on energy prices. * The measure aims to decrease gas demand and price pressure during supply constraints. * EU Commissioner Dan Jørgensen highlighted ongoing tensions in the Middle East affecting global oil and gas markets. * Despite the conflict, EU energy supply security is described as currently relatively stable, thanks to diversified sources and domestic energy expansion. * Lessons from 2022's supply issues inform current policies to prevent shortages this winter.
267. https://www.24newshd.tv/21-Mar-2026/eu-urges-reduced-gas-storage-target-mideast-war-crimps-supply - • European Commission recommends EU countries lower gas storage filling target from 90% to 80% due to Middle East conflict. • War in the Middle East has caused oil and gas price increases, with oil prices rising over 50% and EU gas prices up more than 30%. • EU's gas supply remains relatively protected, primarily sourced from the US. • Countries encouraged to refill gas stores early and over a longer period to mitigate price pressure. • The situation is impacting global oil and gas markets and regional security.
268. https://www.cmjornal.pt/mundo/detalhe/bruxelas-apela-a-reducao-das-metas-de-abastecimento-de-gas-para-o-inverno - * The European Commission urged member states to cut their gas supply targets from 90% to 80% for the upcoming winter to mitigate price pressures. * The appeal was made due to the impact of the conflict in the Middle East on global oil and gas markets. * The European Commissioner for Energy, Dan Jørgensen, highlighted the slow recovery of Qatar's LNG production and reliance on limited Middle Eastern imports. * Rising and volatile energy prices are affecting gas injections into EU stocks amid ongoing conflicts and attacks in the Gulf region. * The conflict has caused disruptions similar to the 2022 gas crisis following Russia's invasion of Ukraine.
269. https://kalkinemedia.com/uk/stocks/energy/ftse-100-alert-shell-qatar-facility-faces-year-long-repair - * Shell's Pearl gas-to-liquids facility in Qatar encounters significant repair issues requiring extended downtime. * The disruption affects global natural gas-derived product supply, highlighting infrastructure resilience concerns. * Shell's operational challenges at the facility influence market sentiment, supply stability, and energy sector outlook. * The repair timeline underscores the importance of infrastructure maintenance, diversification, and contingency planning in energy markets. * UK equities, particularly Shell within the FTSE 100, are responding to developments affecting energy supply chains and market stability.
270. https://internewscast.com/news/asia/asia-pacific-markets-tumble-amid-heightened-iran-conflict-impacting-global-risk-sentiment/ - * The attack on Qatar's largest gas facility by Iran causes damage to energy supplies, projected to last three to five years. * Stock markets across Asia-Pacific decline amid Middle East tensions and energy supply concerns. * Energy prices, including natural gas and gasoline, increase sharply due to regional attacks. * Brent crude oil prices decline slightly, but Saudi Arabia warns prices could soar past $180 if disruptions continue. * Gold and silver prices fall around 5% and 10%, respectively, amid market panic. * U.S. and allied nations express support for safe passage through the Strait of Hormuz. * Asia-Pacific indices mostly decline; South Korea's Kospi rises slightly, Japan remains closed.
271. https://www.lokmattimes.com/aurangabad/medium-and-small-units-bear-brunt-of-gas-crisis/ - • The Central government halted commercial gas supply from March 5 amid the Iran–Israel–US conflict. • Nearly 60% of small and medium industries in MIDC areas have halted production. • Industries rely mainly on LPG, which has been depleted after a two-week supply stop. • Larger industries like Endurance switched to PNG gas, LNG, and furnace oil to sustain operations. • No layoffs occurred despite the shutdown; workers continue maintenance work.
272. https://thenorthlines.com/how-the-bombing-of-worlds-largest-natural-gas-deposit-is-putting-global-lng-supply-in-chaos/ - * On March 18, 2026, an Israeli air raid targeted Iran’s South Pars field, causing damage to nearly 12% of Iran’s gas production.* * Iran’s response targeted facilities in Saudi Arabia, UAE, and Qatar, disrupting gas and oil supplies in the Gulf.* * Qatar halted all gas production, impacting global LNG supply and fertiliser production.* * Damage and sanctions hinder Iran’s ability to sustain output, with repair times of 6 to 18 months or longer.* * The conflict risks disrupting global energy supplies, especially in Asia and Europe, and shifts geopolitical energy dynamics.*
273. https://royaldutchshellplc.com/2026/03/21/shells-crown-jewel-hit-pearl-gtl-damage-exposes-fragility-of-global-energy-system/ - * Shell’s Pearl Gas-to-Liquids (GTL) project in Qatar suffered damage following Iranian missile strikes at Ras Laffan Industrial City. * Damage to Train 2 is estimated to take about a year to repair, halting the entire facility. * The attack could cost Shell around $500 million, with broader impacts on global fuel supply. * Ras Laffan supplies around 20% of global LNG, with 17% of Qatar’s export capacity affected. * The incident underscores the vulnerability of energy infrastructure to geopolitical conflict and weaponisation of energy supplies.
274. https://www.marineinsight.com/panama-canal-operates-at-full-capacity-as-lng-tankers-reroute-amid-us-iran-war/?utm_source=rss&utm_medium=rss&utm_campaign=panama-canal-operates-at-full-capacity-as-lng-tankers-reroute-amid-us-iran-war - * The Panama Canal operates at full capacity, handling 36-38 ships daily, due to rerouting caused by the US-Iran conflict. * Demand is mainly from ships loading LNG at US ports, with increased traffic from the Middle East conflict. * The Strait of Hormuz is closed, and ships are avoiding the Suez Canal for safety reasons. * The canal plans to offer one slot daily for LNG carriers, up from four per month, with water levels improved. * Traffic has increased beyond initial estimates, unaffected by planned maintenance from March to September.
275. https://zn.ua/WORLD/zapolnit-khranilishcha-do-80-v-es-prizvali-zablahovremenno-hotovit-zapasy-haza-iz-za-vojny-na-blizhnem-vostoke.html - * EU member states are urged to complete filling gas storage by 1 December to avoid competition and price spikes due to Middle East conflict. * EU energy chief Dan Jørgensen recommends reducing filling targets to 80% and leveraging legislative flexibility. * Gas prices in Europe rose 35%, reaching €67.35 per MWh, with global prices doubling since the start of the Iran conflict. * The conflict, marked by missile strikes in Qatar and damage to LNG export facilities, risks reshaping the global energy economy. * The conflict’s impact on global energy markets and prices is considered significant.
276. https://oilprice.com/Energy/Natural-Gas/Ras-Laffan-Attack-Shatters-Illusion-of-Global-Gas-Abundance.html - * A single attack on Qatar’s Ras Laffan complex has disrupted over 17% of Qatari LNG capacity, challenging the previous glut narrative. * Restoration could take three to five years, with broader implications for global LNG supply security. * The attack reveals vulnerabilities in LNG infrastructure, increasing geopolitical and logistical risks. * Markets now recognise that replacing lost LNG volumes, especially from Qatar, is unrealistic due to capacity and geopolitical constraints. * Europe faces heightened risks due to dependence on LNG, limited spare capacity, and potential bidding wars for supply amid increased costs and volatility.
277. https://oilprice.com/Energy/Natural-Gas/Ras-Laffan-Attack-Shatters-Illusion-of-Global-Gas-Abundance.html - *The attack on Qatar's Ras Laffan complex has disrupted a critical global LNG supply node, representing approximately 20% of worldwide exports.* *Restoration of affected capacity could take three to five years, with broader implications for future LNG projects and geopolitical risks.* *The incident has shifted market expectations from a supply glut to potential shortages and increased volatility, impacting prices, logistics, and international relations.* *European dependence on LNG, particularly from Qatar and Russia, faces heightened challenges amid logistical constraints and geopolitical tensions.* *The LNG market is now driven by geopolitics, security, and logistics, reducing the effectiveness of previous models based on flexibility and efficiency."
278. https://oilprice.com/Energy/Natural-Gas/Ras-Laffan-Attack-Shatters-Illusion-of-Global-Gas-Abundance.html - * The attack on Qatar's Ras Laffan complex disrupts 17% of Qatari LNG capacity, a critical node in global supply. * Restoration may take three to five years, with increased geopolitical risks affecting future projects. * Markets shift from expecting a glut to facing shortages, higher prices, and volatility. * Disruptions in shipping and limited spare capacity exacerbate supply constraints. * Europe faces increased risks due to dependence on LNG, geopolitical instability, and limited buffer storage. * Longer-term, the focus will be on security, resilience, and the potential re-emergence of long-term contracts.
279. https://www.naftemporiki.gr/finance/world/2088626/ee-gemiste-tora-tis-apothikes-fysikoy-aerioy-proeidopoiisi-tis-komision-stoys-27/?utm_source=rss&utm_medium=rss&utm_campaign=ee-gemiste-tora-tis-apothikes-fysikoy-aerioy-proeidopoiisi-tis-komision-stoys-27 - • The EU warns of energy crisis risks due to the Iran war and urges early filling of gas stores. • European Commission proposes flexible storage targets with a main goal of 80% by 1 December. • Commissioner Jørgensen emphasises international supply constraints and rising prices. • European gas security remains assured for now, but global competition and tensions increase price volatility. • The focus is on pre-winter measures to prevent a new energy shock.
280. https://www.azernews.az/analysis/256018.html - * The Black Sea is becoming a focal point for energy supply risks due to geopolitical tensions and conflict involving Russia and Ukraine. * Incidents including drone strikes and mining increase the risk of disruption to crude and product exports. * War risk premiums for vessels in the Black Sea have risen, impacting freight and market prices. * Infrastructure vulnerabilities and strategic rerouting are heightening concerns over reliability. * Market participants are reassessing risk and supply strategies in response to evolving threats.
281. https://www.indexbox.io/blog/gulf-energy-strikes-disrupt-global-lng-supply-raising-prices/ - * A series of missile and drone strikes on energy facilities in the Gulf region, including Qatar and UAE, are disrupting LNG supply. * Attacks damage sites at Ras Laffan Industrial City, Qatar, affecting the world's largest LNG export hub. * The incidents are linked with regional tensions involving Iran, causing global market reactions. * Disruptions threaten to tighten markets, especially affecting Asian economies and Europe's winter stockpiling. * Industry analysts warn of long-term vulnerabilities, with LNG projects facing delays and no spare capacity to increase output.
282. https://www.unian.ua/world/gergey-guyyash-ataka-na-tureckiy-potik-stane-napadom-na-nato-13322769.html - * Hungarian politicians warn that Ukraine's attempts to join the EU could trigger a third world war. * Hungarian Foreign Minister Gergely Gulyás states that attacks on the Turkish Stream pipeline on Turkish territory would be considered an attack on NATO. * Foreign Minister Szijjártó claims Ukraine's EU membership would bring war, not peace, across Europe. * Szijjártó asserts Ukraine may attack the pipeline soon, which is vital for Hungary's gas supply. * Previous reports indicated Ukraine organised an attack on the pipeline using drones. * Tensions involve Russia, the EU, and NATO, with threats of wider conflict.
283. https://www.indexbox.io/blog/gulf-energy-strikes-disrupt-global-lng-supply-raising-prices/ - * A series of missile and drone strikes in the Gulf region target key oil and gas facilities, causing damage and supply disruptions. * Incidents occur at Ras Laffan Industrial City in Qatar and a facility in Fujairah, UAE, impacting global LNG markets. * Qatar supplies about 20% of global LNG exports; disruptions threaten market stability, especially in Europe and Asia. * Attacks expose vulnerabilities in Gulf's energy infrastructure and shipping routes like the Strait of Hormuz. * Industry experts warn that disruptions may last months due to operational challenges and the lack of spare capacity in LNG production.
284. https://meziesblog.com/qatarenergy-ceo-warned-authorities-about-risks-of-provoking-iran/ - * QatarEnergy’s Ras Laffan LNG complex damaged by Iranian missile and drone attacks, affecting 17% of Qatar's LNG capacity, with impacts lasting up to 5 years. * The attacks have delayed the expansion of Qatar’s liquefaction capacity and disrupted LNG supplies to Europe and Asia. * The damage includes destruction of cooling units on two trains, hindering restart and future production. * The wider Gulf region’s economies are affected, with impacts on tourism, trade, and government spending. * QatarEnergy's CEO reported no prior warning of the South Pars attack, and the company is assessing insurance coverage for losses.
285. https://newscats.org/eu-summit-showdown-viktor-orban-faces-off-with-zelenskyy-blocking-ukraine-aid-and-fueling-controversy - * At a European Union summit in Brussels, Hungarian Prime Minister Viktor Orbán blocked a €90 billion aid package for Ukraine, citing energy security concerns related to the Druzhba pipeline. * The veto has halted EU assistance intended for Ukraine’s defence, public services, and economic stability. * Zelenskyy criticised the veto, warning of implications for Ukraine’s military and governance. * EU leaders have condemned Orbán’s stance, urging diplomatic efforts to resolve the dispute. * Energy infrastructure, geopolitical tensions, and EU cohesion are central to the impasse and ongoing negotiations.
286. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5253664-%D8%A7%D9%84%D8%A7%D8%AA%D8%AD%D8%A7%D8%AF-%D8%A7%D9%84%D8%A3%D9%88%D8%B1%D9%88%D8%A8%D9%8A-%D9%8A%D8%AD%D8%AB-%D8%B9%D9%84%D9%89-%D8%AE%D9%81%D8%B6-%D8%A3%D9%87%D8%AF%D8%A7%D9%81-%D8%AA%D8%AE%D8%B2%D9%8A%D9%86-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2 - * The European Union recommends lowering gas storage filling goals to 80% of capacity, down from official targets. * The guidance aims to reduce demand and ensure market confidence during the storage season. * Gas prices in Europe have surged up to 35% following attacks on infrastructure in the Middle East. * The EU warns that restoring LNG production to pre-crisis levels may take longer due to ongoing tensions. * EU calls for flexibility in gas import rules to maintain supply stability amid geopolitical conflicts.
287. https://www.indiandefensenews.in/2026/03/iranian-attacks-cripple-qatars-largest.html - * Iranian missile attacks on Ras Laffan, Qatar's largest LNG plant, damaged two LNG trains and a gas-to-liquids facility. * Approximately 17% of Qatar's LNG export capacity is crippled, with repairs projected to last 3-5 years. * QatarEnergy declared force majeure on contracts affecting markets in Italy, Belgium, South Korea, and China. * The attacks reduced Qatar's condensate exports by 24%, LPG by 13%, and other petrochemicals, impacting global supply chains. * Sharp market reactions include LNG futures surging over 15%, with decade-high spot prices in Asia and a 20% increase in helium contracts.
288. https://www.indiandefensenews.in/2026/03/irans-long-range-missiles-target-us-uk.html - *Iran launched two intermediate-range ballistic missiles towards the US-UK base at Diego Garcia in the Indian Ocean on 21 March 2026, with both missiles failing to hit their targets.* *One missile disintegrated in mid-flight, and the other was intercepted by a US warship.* *The incident demonstrates Iran's missile reach beyond its region, affecting Western military assets.* *Diego Garcia is a strategic US and British military hub, vital for operations across the Middle East, Africa, and Asia.* *The attack influences regional strategic calculations and heightens concerns over Indian Ocean security.* *Global markets reacted with Brent crude prices exceeding $112 per barrel amid supply disruption fears.*
289. https://www.indiandefensenews.in/2026/03/pm-modi-engaged-in-high-level.html - * Prime Minister Narendra Modi engaged in discussions with leaders from Oman, Malaysia, France, Jordan, and Qatar on 19 March 2026, focusing on regional tensions in West Asia. * The talks included condemning attacks on energy infrastructure and emphasising safe maritime routes through the Strait of Hormuz. * Modi reinforced India's position on dialogue, diplomacy, and regional stability, highlighting energy security and the safety of Indian nationals. * The discussions reflected India's strategy to maintain strategic autonomy and position as a stabilising regional actor. * The diplomatic engagements aimed to address energy disruptions, safeguard trade routes, and support India’s Gulf diaspora amid ongoing conflicts.
290. https://www.indiandefensenews.in/2026/03/iranian-attacks-cripple-qatars-largest.html - * Iranian missile strikes damaged Ras Laffan LNG plant in Qatar, affecting approximately 17% of Qatar's LNG export capacity. * Repairs are expected to take three to five years, with force majeure declared on contracts affecting multiple countries. * Significant reductions in Qatar's condensate, LPG, helium, naphtha, and sulphur exports are reported. * The attack risks disrupting global supply chains, increasing energy prices, and straining international markets. * The escalation follows tit-for-tat attacks between Iran and Israel, threatening regional and global energy security.
291. https://www.indiandefensenews.in/2026/03/iranian-attacks-cripple-qatars-largest.html - * Iranian missile attacks on Ras Laffan LNG plant in Qatar have damaged two LNG trains and a gas-to-liquids (GTL) facility. * Approximately 17% of Qatar's LNG export capacity is affected, causing an estimated $20 billion annual revenue loss. * Repairs are projected to sideline 12.8 million tonnes of LNG annually for three to five years. * QatarEnergy declared force majeure on long-term contracts affecting several countries, including Italy, Belgium, South Korea, and China. * Oil majors ExxonMobil (34% stake in S4 and 30% in S6) and Shell are impacted; Qatar's condensate, LPG, helium, naphtha, and sulphur exports are expected to drop significantly. * The crisis causes global price surges in LNG and helium, disturbs regional supply chains, and risks prolonging energy shortages and inflation worldwide.
292. https://hotnews.ro/iranul-face-o-concesie-surpriza-unei-tari-care-a-anuntat-ca-e-dispusa-sa-intervina-sa-deblocheze-stramtoarea-ormuz-2199724 - * Iranul, prin ministrul de externe Abbas Araghchi, a declarat disponibilitatea de a permite trecerea navelor japoneze prin Strâmtoarea Ormuz, ca parte a negocierilor pentru o ridicare temporară a blocadei. * Un oficial japonez a afirmat că negocierile directe sunt cea mai eficientă cale de a ridica blocada, evitând provocarea Statelor Unite. * Cinci ţări europene – Franţa, Germania, Italia, Olanda şi Marea Britanie – alături de Japonia, se oferă să contribuie la securizarea strâmtorii. * România se alătură declarației internaționale pentru asigurarea libertății de navigație în Strâmtoarea Ormuz, avertizând asupra implicațiilor asupra piețelor energetice globale. * România își menține decizia de a nu se implica în conflictul din Orientul Mijlociu, susținând eforturi pentru dezescaladare. * Situația în strâmtoare cauzează blocarea a peste 3.200 de nave și afectează prețurile energetice globale; Iranul a permis trecerea unor nave aliate și avertizează asupra blocării celor ostile.
293. https://plo.vn/mo-south-pars-trai-tim-khi-dot-iran-bi-tan-cong-tac-dong-ra-sao-post900455.html - * Israel conducted an attack on Iran's South Pars gas field on 18 March 2026, escalating conflict in the Middle East. * The attack has disrupted Iran's primary domestic gas supply, contributing to global energy supply pressures. * Following the attack, Iran retaliated with a strike on Qatar's Ras Laffan LNG facility on 19 March 2026. * Market response included a 35% rise in European natural gas prices, with concerns over prolonged supply disruptions. * Analysts warn that continued attacks threaten global LNG markets and heighten inflation risks.
294. https://hindupost.in/world/how-the-iran-war-could-radical-reset-the-global-order/ - * The article discusses the potential for a war involving Iran, the US, and Israel, starting in late February 2026. * It highlights that the conflict was triggered by diplomatic escalations and military actions, including attacks in Iran. * The war has caused restrictions on energy supply and sea lanes, notably through the Strait of Hormuz. * It has led to rising crude prices and increased global economic stress. * The article suggests significant geopolitical shifts could result from the escalation.
295. https://www.haberler.com/dunya/iran-cumhurbaskani-pezeskiyan-nukleer-silah-arayisinda-degiliz-19675734-haberi/ - * Iran's President Pezeşkiyan delivered a video message for Nevruz, calling for dialogue and emphasising the need for regional harmony. * Pezeşkiyan stated that Iran is not seeking nuclear weapons, citing the religious ban and government stance. * Iran's call for a regional security framework involves Islamic countries collaborating for stability. * Tensions escalate as Iran responds to US and Israeli military actions with targeted attacks against regional targets. * The situation highlights ongoing regional conflict risks and diplomatic efforts for peace.
296. https://www.cmjornal.pt/mais-cm/especiais/conflito-no-medio-oriente/detalhe/bloqueio-do-estreito-de-ormuz-limita-transito-de-navios-a-5-face-aos-periodos-de-paz - ['* Since the start of attacks by the United States and Israel against Iran, only 116 ships of cargo and tankers crossed the Strait of Ormuz between 1 and 19 March, a 95% decrease compared to peaceful periods.', '* Most crossings involved Iranian or Iranian-flagged ships; Greek and Chinese ships represented 18% and 10% respectively.', '* Over a third of ships previously transiting the strait were subject to US, European, or UK sanctions; more than half of tankers and metaness were under sanctions.', '* Since 16 March, ships heading west belong to a "parallel fleet" largely dominated by Iranian-controlled vessels; most traffic is controlled by Iran.', '* The majority of oil transit through the strait is destined for Asia, particularly China, with indications that some countries are working on plans for their stranded ships.', "* Approximately 98% of oil transit was Iranian-origin, averaging 1.3 million barrels per day in early March, with some ships operating with Iran's approval."]
297. https://www.nsenergybusiness.com/news/qatarenergy-estimates-20bn-annual-loss-after-ras-laffan-attack/ - * Missile strikes by Iran damaged Qatar's Ras Laffan LNG facilities, causing an estimated annual revenue loss of $20 billion. * Damage to LNG trains has reduced Qatar’s export capacity by approximately 17%, with repairs expected to take three to five years. * The attacks affected the exports of condensates, LPG, naphtha, sulphur, and helium, impacting markets in Europe, Asia, and elsewhere. * The incident stems from regional tensions involving Iran, Israel, and Qatar, with geopolitical consequences including rising oil prices. * The damage includes other energy assets, such as Shell's Pearl gas-to-liquids facility, and has prompted declarations of force majeure on some long-term LNG contracts.
298. https://www.aljazeera.com/news/2026/3/21/iran-says-it-will-allow-japanese-ships-to-transit-the-strait-of-hormuz - * Iran states it will allow Japanese ships to transit the Strait of Hormuz, signalling a move towards selective blockade. * Iran's Foreign Minister Abbas Araghchi communicated that the strait is open to non-enemies, with ships being able to pass safely after contact. * Japan, heavily dependent on Middle Eastern oil, has ships stranded in the Gulf, with discussions ongoing with Tehran. *10 ships, including a Greek bulk carrier, transited the strait close to Iran’s coastline, marked as a 'safe corridor'. * Several countries, including US allies, lobby for reopening the strait; joint statements and direct talks with Iran are reported.
299. https://nemiss.news/trump-admin-weighs-lifting-iran-oil-sanctions-with-marines-on-the-way-national-international-news-fri-20mar2026/ - * The US is contemplating lifting sanctions on Iranian oil amid ongoing regional tensions and economic impact.* A detachment of about 2,500 Marines is deploying to the Middle East, including elements of the 11th Marine Expeditionary Unit.* The US is also considering military options against Iran, such as seizing oil fields and military sites.* Oil prices are over $100 a barrel, influenced by conflicts in Iran, Qatar, and Gulf nations, and Iranian efforts to bypass sanctions.* Iran’s oil is primarily destined for China, despite US naval assets in the region.
300. https://www.omanobserver.om/article/1186477/business/energy/the-strait-of-hormuz-was-supposed-to-be-too-big-to-fail - * The Strait of Hormuz has been blocked for nearly three weeks following military actions against Iran, cutting off one-fifth of the world's oil and gas supply. * Historically considered too big to fail, the strait's closure revealed its status as a critical bottleneck and heightened global energy security concerns. * The US and allies have historically attempted to keep the strait open, with military presence dating back to the 1940s and policies like the Carter Doctrine. * Iran has responded with attacks on vessels, escalating risks to global shipping routes. * The blockade underscores increasing dependence on vulnerable geographic trade routes for energy exports, especially with rising Gulf States' natural gas exports.
301. https://pragativadi.com/iran-escalates-gulf-conflict-with-3000-missiles-deepens-regional-divide-and-threatens-global-economy/ - * Iran launched over 3,000 missiles and drones targeting Gulf Cooperation Council (GCC) nations, including United Arab Emirates. * The offensive involves ballistic missiles, cruise missiles, and unmanned aerial vehicles. * The escalation deepens the Shia-Sunni divide and alters regional geopolitical balance. * Disruption of oil shipments through the Strait of Hormuz poses a threat to global energy markets. * Iran's missile advancements, including MIRVs and long-range systems like Khorramshahr, indicate strategic military improvements. * The conflict impacts global energy supply and increases regional instability, with US and allies working to ensure maritime security.
302. https://www.standartnews.com/svyat/zaradi-voynata-aziya-se-obrashta-kam-vaglishtata-627614.html - * War in the Middle East causes disruptions to LNG exports, especially from Qatar, affecting Asian gas supply. * Asian countries such as South Korea, Indonesia, and Bangladesh prioritise coal as alternative energy source. * Damage to Qatar's Ras Laffan LNG facility contributes to supply reduction, with 17% capacity affected. * Rising gas prices push Asian markets to increase coal exports and production. * Governments consider switching to coal due to instability and supply disruptions in gas transit routes. * Higher coal prices lead to increased exports from Indonesia and policy shifts in South Korea and Japan. * The region faces environmental concerns as economies rely more on coal amidst energy insecurity.
303. https://news.az/news/un-eyes-hormuz-reopening-as-tensions-disrupt-oil-route - * UN Secretary-General Antonio Guterres stated the UN is exploring ways to restore safe navigation through the Strait of Hormuz. * The UN is engaging with Gulf states and the European Council to assess potential frameworks. * The waterway is a critical oil transit route with disruptions impacting global supply and prices. * The UN facilitated the Black Sea Grain Initiative during Ukraine-Russia conflict; similar plans are being considered for Hormuz. * No formal plan has been announced, but negotiations involve regional and global powers.
304. https://streamlinefeed.co.ke/news/washington-initiates-strategic-withdrawal-from-iran-conflict - * The US signals a phased withdrawal from active conflict in Iran, shifting maritime security in the Strait of Hormuz to international allies. * The move will impact global energy markets, which rely heavily on the Strait for oil transit. * The US Pentagon estimates operational costs of maintaining military presence at $1.8 million daily. * The Strait of Hormuz handles approximately 21 million barrels of oil daily, representing nearly one-third of global seaborne petroleum. * Kenya faces risks of increased fuel prices and inflation due to potential disruptions in oil supply and rising insurance premiums.*
305. https://readthejoe.com/economy/the-iran-conflict-blueprint-for-investors-seeking-safety-in-a-fractured-global-market/ - * The Israel strike on Tehran’s South Pars gas field is expected to prolong conflict into May, causing the largest supply disruption in global oil market history, according to the International Energy Agency. * US LNG exporters, Venture Global and Cheniere Energy, benefit from damage to Qatar’s Ras Laffan facility, with stock increases of ~60% and ~22% since late February. * Brent crude oil has increased by over 40%, remaining above $110, amid threats to about 20% of global oil flows through the Strait of Hormuz. * Countries like Nigeria and Australia experience significant increases in fuel prices, while European natural gas prices hit wartime highs. * The conflict leads to economic impacts including higher costs for consumers, weakened emerging markets, and energy conservation measures worldwide, with potential for wider regional attacks.
306. https://www.thetimesofbengal.com/international/lng-shortage-is-india-heading-for-big-scarcity-after-irans-airstrike-cuts-qatar-lng-output-by-17-delhi-imports-47-of-gas-from-qatar/ - * Iran carried out missile attacks on Qatar’s Ras Laffan Industrial City on March 18 and 19, affecting LNG production. * The attacks reduced Qatar's LNG export capacity by 17%, causing an estimated USD 20 billion annual revenue loss. * Repairs are expected to take up to five years, potentially forcing QatarEnergy to declare long-term force majeure. * India, which imports 47% of its gas from Qatar, faces concerns over LNG supply shortages. * The attacks are part of rising Middle East tensions affecting global gas markets.
307. https://haitigazette.com/qatarenergy-ceo-says-warned-us-industry-officials-against-attack-on-energy/ - * QatarEnergy CEO Saad al-Kaabi warned US officials and energy industry executives about the potential impact of an Iranian attack on oil and gas facilities, specifically targeting Qatar's Ras Laffan LNG complex. * The attack on the complex has destroyed 17% of Qatar’s LNG export capacity, impacting deliveries to Europe and Asia for up to five years. * The attacks follow Iran's retaliation for an Israeli attack on Iran’s South Pars gasfield, with Gulf region infrastructure targeted. * US officials, including Secretary of Energy Chris Wright, were informed repeatedly about the threat. * QatarEnergy’s production may only restart after hostilities end, with a recovery period of three to four months. * Key US partners include ExxonMobil and ConocoPhillips, which express ongoing cooperation.
308. https://www.bolnews.com/world/israel-strikes-iran-and-hezbollah-in-beirut-as-u-s-troops-deploy-oil-prices-surge-50/ - * Tensions in the Middle East escalated with Israeli strikes on Iran and Hezbollah targets in Beirut and Tehran. * U.S. military deployment to the Middle East increased, with thousands of Marines sent to support operations. * Over 2,000 lives lost since hostilities began on February 28. * Oil prices surged by 50%, threatening a global economic shock. * Germany and France expressed readiness to assist in reopening the Strait of Hormuz, a key oil conduit. * Major companies like United Airlines plan flight cuts amid higher fuel costs. * U.S. President criticised NATO allies over their response to the crisis.
309. https://www.arkansasonline.com/news/2026/mar/21/strait-of-hormuz-reopening-focus-of-eu-statement/ - * European leaders demand the reopening of the Strait of Hormuz and call for de-escalation in Middle East hostilities. * Leaders discuss measures to ensure energy shipment stability and prevent a refugee crisis. * EU does not support military action to secure the Strait, citing lack of appetite for intervention. * Four major EU economies signal willingness to contribute to shipping security efforts once conflict ends. * The EU emphasises energy independence efforts following the Ukraine conflict.
310. https://readthejoe.com/economy/the-iran-conflict-blueprint-for-investors-seeking-safety-in-a-fractured-global-market/ - - The conflict in Iran leads to increased oil prices and supply disruptions, notably damaging Qatar’s Ras Laffan LNG hub and benefiting US LNG exporters such as Venture Global and Cheniere Energy. - US LNG exports have risen significantly since February, with Venture Global up approximately 60% and Cheniere Energy around 22%. - Oil prices have increased by over 40% since late February, with Brent crude remaining above $110, amid threats to global oil flows. - Markets are experiencing sector-specific impacts, with energy and safe-haven stocks rising, while consumer and travel sectors decline. - The conflict could cause prolonged disruptions, with warnings of wider attacks and ongoing energy demand restrictions.
311. https://www.armstrongeconomics.com/uncategorized/the-global-energy-crisis-the-market-impact/ - ["* Iran's retaliatory attacks on Gulf States and a missile threat to Diego Garcia highlight ongoing conflict, risking energy infrastructure damage.", "* Qatar's LNG facilities are cut by approximately 17% due to Iranian strikes, raising European gas prices by 300-500%.", '* The Strait of Hormuz remains a critical strategic point with potential for escalating conflict and energy supply disruption.', '* Geopolitical tensions involve Israel, Iran, Qatar, the US, and Gulf States, impacting global natural gas markets.', '* The computer forecasts worsening energy supply issues and potential oil prices reaching $200-$240 by 2028.']
312. https://www.focus.de/politik/ausland/angst-vor-sabotage-putins-gas-pipeline-nach-ungarn-wird-von-serbiens-armee-geschuetzt_7a219475-982a-42d1-abb4-b2e8e7ee5a81.html - ['* Serbische Armee schützt eine russische Gaspipeline, die nach Ungarn fließt, mit Spezialkräften und Luftabwehr.', '* Die Pipeline, auch „Balkan-Stream“ oder „Turkish-Stream“ genannt, transportiert Erdgas über das Schwarze Meer nach Ungarn.', '* Es gab in der Vergangenheit Sabotageakte gegen diese und andere Pipelines.', '* Die Sicherheitsmaßnahmen umfassen Bodeneinsätze durch die 72. Brigade für Spezialoperationen und Luftabwehr mit HQ-17 AE.', '* Mehrere Länder im Balkan und Mittelosteuropa sind stark von russischem Erdgas abhängig.']
313. https://www.niftytrader.in/markets/india-calls-for-safe-passage-in-strait-of-hormuz/ - * India has increased diplomatic efforts to ensure the safe passage of its LPG vessels in the Gulf region due to escalating tensions around the Strait of Hormuz. * Two Indian LPG tankers, Jag Vasant and Pine Gas, near Sharjah, are signalling readiness to sail, with routes potentially affected by security risks. * Iran has issued warnings that have slowed shipping activity through the Strait, which handles nearly 20% of global oil and LNG trade. * Disruptions risk impacting global energy markets, including oil prices, inflation, and investor sentiment. * India emphasises the need for secure sea routes to protect energy imports amid geopolitical instability.
314. https://thenigerialawyer.com/saudi-arabia-threatens-military-action-against-iran-as-trump-considers-seizing-kharg-island-to-break-hormuz-blockade-oil-prices-surge-past-109/ - * Saudi Arabia warns it may take military action against Iran amid increased tensions in the Gulf region. * The US considers plans to seize or blockade Kharg Island to break Iran’s control of the Strait of Hormuz. * Oil prices surge past $109 per barrel due to escalating conflict and potential military actions. * US military campaigns target Iranian infrastructure, with destruction of missile sites and ships. * Humanitarian crisis develops as seafarers face shortages amid strategic disruptions. * European nations, Japan, Canada, and regional Gulf states seek to secure safe passage through the strait. * Increased regional security measures and arrests related to misinformation on social media. * The potential operation on Kharg Island could significantly escalate the conflict and impact global energy markets.
315. https://lenta.ru/news/2026/03/21/dmitriev-nazval-vinovatyh/ - * Кирилл Дмитриев, глава РФПИ, заявил в соцсети X, что ответственность за энергетические проблемы в Европе лежит на руководстве ЕС. * Он отметил, что ЕС отказался от российских энергоносителей, что ухудшило ситуацию. * Упоминалась статья The Wall Street Journal о призывах менять привычки из-за кризиса с энергоносителями. * Еврокомиссар Кристина Лобилло Борреро подчеркнула необходимость диверсифицировать поставки газа в ЕС. * Европейский рынок остаётся чувствительным к газовым поставкам, на фоне конкуренции Китая, Индии и Японии, что может привести к росту цен.
316. https://www.bta.bg/bg/news/world/1088864-oshte-darzhavi-se-prisaediniha-kam-savmestnata-deklaratsiya-na-evropeyski-i-drug - * Several countries joined the joint declaration on the Strait of Hormuz and energy markets, including the UK, France, Germany, Italy, Japan, Canada, South Korea, New Zealand, among others. * The declaration condemns attacks by Iran on vessels and infrastructure, and calls for Iran to cease missile, drone attacks, and blockades. * It emphasises the importance of freedom of navigation under international law and the potential global impact of Iran's actions. * The declaration underscores the need for international efforts to ensure free passage and stabilise energy markets, including releasing strategic oil reserves. * The involved countries express readiness to contribute to free passage and stabilisation measures.
317. https://sana.sy/international/2431484/ - * Several countries, including Bahrain, UK, France, Germany, Italy, Netherlands, Japan, Canada, South Korea, New Zealand, Denmark, Latvia, Slovenia, Estonia, Norway, Sweden, Finland, Czech Republic, Romania, and Lithuania, issued a joint statement. * They condemned Iran's recent attacks on unarmed commercial ships, infrastructure, and oil and gas facilities in the Gulf, and Iran's blockade of the Strait of Hormuz. * The countries expressed concern over escalating conflict and called for Iran to cease threats, mine-laying, drone, and missile attacks. * The statement reaffirmed the importance of freedom of navigation under international law and warned of the impacts of Iran’s escalation on global populations and energy supplies. * They expressed willingness to contribute to ensuring safe passage and welcomed the International Energy Agency’s coordinated release of strategic oil reserves.
318. https://easternherald.com/2026/03/21/israel-attacks-iran-airstrikes-assassinations-oil-war/ - * Israel launched military airstrikes in Iran, targeting military, nuclear, and government sites in Tehran. * Targeted assassinations of Iranian officials and commanders have occurred amid the conflict. * Iran responded with missile attacks and retaliatory strikes on energy infrastructure in neighbouring countries. * Israel struck Iran’s South Pars gas field, disrupting natural gas production and affecting global energy markets. * The conflict has heightened concerns over energy supply disruptions, especially through the Strait of Hormuz. * The war has led to increased geopolitical tensions, economic volatility, and humanitarian impacts in the region. * US and Israel strategic objectives appear to diverge, with Israel pursuing broader regional influence. * The conflict threatens to escalate into a wider regional war involving multiple Middle Eastern countries.
319. https://www.berlingske.dk/internationalt/iran-melder-sig-klar-til-at-lade-japanske-skibe-passere-hormuzstraedet?referrer=RSS - * Iran is ready to permit Japanese ships to pass through the Hormuz Strait, according to Iranian Foreign Minister Abbas Araqchi. * The opening is under discussion but no timeline has been announced. * The Strait, vital for Japanese oil imports, is currently closed by Iran due to conflicts involving the US and Israel. * The Strait accounts for one-fifth of global oil transportation. * Several countries, including Japan and Denmark, have committed to securing navigation through the Strait amid geopolitical tensions.
320. https://economictimes.indiatimes.com/news/international/world-news/iran-says-ready-to-help-japan-ships-through-hormuz-strait-report/articleshow/129712241.cms - - Iran's Foreign Minister Abbas Araghchi states Iran is willing to help Japanese ships sail through the Strait of Hormuz. - Japan relies on crude oil imports from the Middle East, with 70% passing through the Strait. - Iran has not closed the strait, despite claims of retaliation related to US-Israeli strikes. - Japan is beginning releases from its strategic oil reserves amid price surges caused by Middle East conflicts. - Iran claims to offer assistance and ensure safe passage for Japanese vessels.
321. https://peakoil.com/publicpolicy/global-markets-reel-as-iran-effectively-closes-the-strait-of-hormuz-a-new-era-of-energy-insecurity - * The Strait of Hormuz remains effectively closed following Iranian military escalations, blocking over 20 million barrels of oil per day. * Oil prices surged past $145 per barrel, and regional war risk insurance premiums increased significantly. * About 20% of the world's liquefied natural gas (LNG) supply is stranded, impacting energy-dependent markets. * Major US and regional naval forces have responded defensively amid heightened military tensions. * Stock markets in New York and Europe declined sharply; energy and shipping sectors face volatility and losses. * Energy companies with diversified assets, like ExxonMobil and Chevron, may benefit; European giants face significant losses. * The crisis threatens global economic stability, increasing inflation and prompting a shift in energy policy and infrastructure.
322. https://www.washingtontimes.com/news/2026/mar/20/dont-use-strait-trump-says-countries-must-open-strait-hormuz-use/ - * President Trump comments that the US does not use the Strait of Hormuz but expects European, Korean, Japanese, and Chinese countries to open it as they rely on it for energy. * Iran's blockade of the Strait, which carries about 20% of the world’s oil, has led to rising oil prices and fuel costs. * Trump criticises European and Asian allies for lack of cooperation in reopening the Strait. * Israel has conducted separate strikes against Iran-backed groups and Iranian gas fields, raising questions about their goals. * Trump indicates Israel may end its military actions when the US does, citing a good relationship.
323. https://timesofindia.indiatimes.com/world/middle-east/us-to-deploy-thousands-of-more-troops-to-west-asia-say-officials/articleshow/129711514.cms - * The US military is deploying thousands of additional Marines and sailors to West Asia. * Deployment includes USS Boxer and two other amphibious assault ships with approximately 2,500 Marines. * The US ramps up military efforts against Iran, including assaults on Iranian vessels and drones in the Strait of Hormuz. * The US is considering plans to occupy Iran's Kharg Island to pressure Iran to reopen the Strait of Hormuz. * The US lifted sanctions on Belarusian fertiliser companies in exchange for political prisoners' release.
324. https://timesofindia.indiatimes.com/world/us/us-can-take-out-irans-kharg-island-at-any-time-warns-white-house/articleshow/129711365.cms - * The White House stated that the US could destroy Iran’s Kharg Island at any time if authorised by President Trump. * Reports emerged that the US was considering occupying or blockading the strategic oil hub. * The US has deployed additional Marines to the Middle East, with potential for ground operations. * Trump announced that US military strikes have destroyed all targets on Kharg and warned of further infrastructure strikes. * Kharg Island is critical for Iran’s crude exports, and its blockade has affected global oil prices. * The US accuses Iran of blocking the Strait of Hormuz, impacting navigation and energy flow.
325. https://wegotthiscovered.com/politics/americans-want-answers-on-the-iran-war-benjamin-netanyahu-just-offered-a-clue-he-wants-oil-and-gas-flowing-through-israel/ - * Netanyahu outlines a vision for energy infrastructure that would streamline oil and gas flow through pipelines to Israel and Mediterranean ports, aiming to eliminate choke points.* * The plan is connected to ongoing conflict involving Iran and the US, with implications for global energy security.* * Netanyahu's remarks suggest a possible reshaping of regional energy logistics beyond the current war.* * The proposal faces potential resistance from Gulf Cooperation Council countries, which may be sidelined or affected by this strategic move.* * The article discusses geopolitical risks and economic impacts related to energy supply and regional alliances.*
326. https://anytvnews.com/india/hormuz-strait-update-iran-created-a-new-sea-route-indian-ships-got-permission-to-pass/ - * Iran launches a new shipping corridor in the Strait of Hormuz, monitored by the IRGC. * Selected ships from friendly or non-enemy countries can pass after registration and verification. * Indian ships Shivalik, Nanda Devi, and Jag Laadki have used the route successfully. * Since February 28, trade through this route declined by over 94%, but the route is now open under a permission-based system. * Countries like India, China, Pakistan, and Malaysia are in contact with Iran; US, Israel, and some European countries are still restricted.
327. https://www.diyinvestor.net/renewed-uncertainty-across-global-energy-and-financial-markets/ - * The conflict in the Middle East has escalated, with Iran launching strikes on oil and gas facilities. * Qatar has halted LNG production, intensifying fears of supply disruptions. * Gulf shipping risks have increased, with surging insurance costs and blocked Strait of Hormuz. * Qatar’s Ras Laffan complex, a major LNG producer, sustains damage, threatening global gas markets. * Oil and gas prices have surged, with Brent crude potentially rising above $130. * The conflict risks long-term damage to energy infrastructure, impacting supply status post-ceasefire. * Possibility of scenarios ranging from no disruption to total Strait closure, affecting prices accordingly. * Regional energy disruptions threaten inflation and economic stability in Europe, Asia, and the US.
328. https://easternherald.com/2026/03/21/italy-gas-crisis-qatar-lng-halt-europe-energy/ - * Italy is negotiating with the United States, Azerbaijan, and Algeria to offset the loss of Qatari LNG exports caused by infrastructure damage in Qatar. * The disruption impacts approximately 6.4 billion cubic meters of gas annually, nearly 10% of Italy's consumption. * QatarEnergy declared force majeure on long-term contracts due to damage from Iranian strikes, affecting global LNG supply. * Italy aims to refill gas storage for the 2026–2027 winter season by mid-April to prepare for potential ongoing disruptions. * The crisis underscores Europe’s reliance on geographically concentrated energy sources and highlights broader geopolitical risks.
329. https://www.diyinvestor.net/renewed-uncertainty-across-global-energy-and-financial-markets/ - * The conflict in the Middle East has escalated with Iran launching strikes on oil and gas facilities. * Qatar’s LNG production halted after strikes, raising fears of supply disruption. * Shipping risks and insurance costs have increased around the Strait of Hormuz. * Qatar’s Ras Laffan complex, a major LNG hub, is reported damaged, impacting global gas markets. * Global gas prices surged nearly 30%, and oil prices may rise above $130 if crisis worsens. * The conflict threatens the global energy system, with potential long-term supply impacts. * Scenario probabilities include ceasefire, limited escalation, and full closure of the Strait, with varying price impacts. * The crisis increases inflation risks in Europe and Asia, complicating monetary policy.
330. https://peakoil.com/production/what-to-know-about-south-pars-the-worlds-largest-natural-gas-field-after-israeli-strike - • Israel launched air strikes on South Pars, a major natural gas reserve offshore in the Persian Gulf, affecting Iran and neighbouring states. • The strike occurred in the context of regional conflict, disrupting gas supplies for Iran, Turkey, Iraq, and Central Asia. • South Pars accounts for about 70% of Iran's gas consumption and is part of a larger field linked to global LNG trade. • The attack has caused wider implications, including increased food and fertiliser prices and escalations in regional energy infrastructure attacks. • Brent crude oil prices increased to $119 per barrel amid the conflict.
331. https://www.livemint.com/news/world/nato-exit-from-iraq-alliance-pulls-out-hundreds-of-personnel-as-us-conflict-with-iran-rages-on-11774027046766.html - * NATO pulled several hundred personnel from Iraq, including troops from allies and partner countries, amid US-Israel-Iran tensions. * The last NATO personnel in Iraq left on Friday, ending the non-combat mission established in 2018. * US Air Force General Alexus Grynkewich thanked Iraq and allies for assistance in relocating personnel. * US President Trump stated that the US no longer needs NATO assistance, citing military success and declining involvement. * The focus on the Strait of Hormuz relates to Iran’s attacks on ships following US and Israeli attacks on Iran, which also targeted the Islamic Republic’s leadership.
332. https://www.mtemwapoetry.blog/2026/03/trump-criticizes-nato-allies-as.html - • Trump criticises NATO allies for failing to support efforts to secure the Strait of Hormuz, a vital shipping route carrying about 20% of the world's oil. • Iran's leadership issues defiant rhetoric as military exchanges escalate, targeting energy infrastructure such as South Pars gas field and Kharg Island. • UK, France, and Germany signal willingness to support maritime security but have no confirmed plans to deploy naval escorts. • US considers aggressive actions against Iranian oil infrastructure, potentially escalating the conflict. • The crisis raises concerns over global energy markets and regional stability.
333. https://www.aletihad.ae/opinion/4652955/%D8%A5%D9%8A%D8%B1%D8%A7%D9%86---%D9%88%D8%AF%D8%B1%D9%88%D8%B3-%D8%AD%D8%B1%D8%A8-%D8%A7%D9%84%D8%B3%D9%88%D9%8A%D8%B3 - * The article compares the 1956 Suez Crisis with recent US military actions against Iran. * It highlights the diplomatic and geopolitical lessons from the Suez Crisis, including the importance of strategic alliances and political success. * It discusses US operations against Iran, their limited strategic outcomes, and the regional impact, including threats to energy shipping through the Strait of Hormuz. * It reflects on the potential long-term geopolitical and economic consequences of US actions and the risks of unilateral military operations. * It notes regional tensions with Gulf countries and the global economic and energy market impact.
334. https://www.newstatesman.com/international-politics/geopolitics/2026/03/the-world-energy-shock-is-coming - * The conflict between Iran and Israel has led to attacks on oil, gas, and related infrastructure, disrupting global supply chains. * The strait of Hormuz, a critical passage for fossil fuel exports, may remain closed, impacting global markets. * Production halts, damage to infrastructure, and supply chain disruptions threaten to cause inflation, shortages, stagflation, and financial instability. * The effects are likely to hurt developing countries hardest, with potential for food shortages and increased inequalities. * Policy responses suggested include reserves releases, price caps, and rationing protocols. These events threaten global economic stability with interconnected supply chain impacts and geopolitical tensions.
335. https://ria.ru/20260321/ukraina-2082101727.html - * European nations are experiencing the biggest energy crisis since the 1970s, attributed to sanctions against Russia and support for Ukraine. * The crisis has led to a decline in industrial production by approximately 2-3% annually and a 2% fall in added value of goods sold in 2024. * Despite economic difficulties, EU leadership maintains sanctions are an 'inevitable price' for security and supporting Ukraine. * A 20th package of sanctions has not been agreed upon, but there is hope for swift adoption. * Russia claims it can handle sanctions, while Western opinions suggest restrictive measures are ineffective.
336. https://www.omanobserver.om/article/1186467/world/region/attack-causes-fire-at-kuwait-oil-refinery - * A fire occurred at a Kuwait oil refinery following a drone attack from Iran. * The attack took place in Kuwait's Mina Al Ahmadi refinery, with a second incident reported this week. * The incident is part of escalations linked to conflicts involving Iran, Israel, and Gulf energy infrastructure. * Iranian authorities vowed retaliation after an Israeli strike damaged Iran's South Pars gas field. * The escalation has raised fears of lasting damage to oil and gas supplies in the Gulf region.
337. https://www.novinite.com/view_news.php?id=237603 - * The conflict involving the US, Israel, and Iran has entered its third week, with ongoing military actions and regional tensions. * Israel refrained from further strikes on Iranian energy infrastructure following US request, amid recent attacks on sites including South Pars gas field. * Iran has targeted energy infrastructure in Israel and Qatar, affecting Qatar’s liquefied natural gas exports; oil prices have surged to $115 per barrel. * Efforts are ongoing to establish a humanitarian corridor in the Strait of Hormuz; the UK and UN are involved. * Military clashes continue with drone and missile interceptions across Middle Eastern countries; casualties reported, including over 18,000 civilians injured in Iran. * Israel launched strikes on Tehran after earlier signals of restraint; US and regional military activities are heightened. * The US has requested an additional US$200 billion in military funding; weapons sales to Gulf allies have accelerated. * Diplomatic shifts include Germany withdrawing support for Israel in the international court case related to Gaza.
338. https://www.nation.com.pk/15-Mar-2026/trump-vows-open-strait-hormuz-iran-threatens-ports - * Iran has threatened to choke off the Strait of Hormuz, a key oil supply route. * US President Donald Trump claimed multiple countries would send warships to defend the strait. * Iran threatened to attack ports and cities in the UAE, citing US use of these locations for strikes. * Fires broke out at an UAE oil hub following debris from intercepted drones. * Iran’s military warned it could target US-affiliated infrastructure if energy facilities are attacked. * Israeli forces targeted over 200 Iranian military sites in retaliation, killing two Iranian officers. * Multiple missile and drone attacks occurred across Israel, the UAE, and Kuwait with casualties reported. * Oil prices surged over $100 per barrel, with more than 3,000 killed in the ongoing Middle East conflict.
339. https://themoderatevoice.com/targeting-of-energy-facilities-turned-iran-war-into-worst%E2%80%91case-scenario-for-gulf-states/ - * The US-Israel military campaign against Iran escalated with strikes on March 18, 2026, damaging energy infrastructure in Iran and Gulf states. * Attacks targeted Iran’s Asaluyeh complex, Ras Laffan in Qatar, oil refineries in Kuwait and Saudi Arabia, and facilities in the UAE. * The conflict threatens to disrupt Qatar’s LNG exports and regional energy infrastructure, with repairs estimated to take years. * The strategic North/South Pars gas field is central to Iran and Qatar’s gas reserves, now at risk due to military targeting. * The war’s escalation jeopardises Gulf states' revenues and global energy markets, raising concerns of catastrophic impacts.
340. https://www.diyinvestor.net/renewed-uncertainty-across-global-energy-and-financial-markets/ - * The situation in the Middle East has escalated, affecting global energy markets. * Iran launched strikes on critical oil and gas facilities in the Gulf, impacting LNG production. * Qatar, the second-largest LNG exporter, halted LNG production after strikes. * Shipping risks increased near the Strait of Hormuz, with surged insurance costs for tankers. * Global gas prices surged nearly 30%, and oil prices could rise above $130 if the crisis worsens. * Damage to LNG infrastructure may cause long-term supply disruptions, affecting global markets. * Iran's targeting of Qatar’s LNG facilities poses a severe risk to global energy security. * Scenario analysis indicates varied outcomes for oil prices and supply depending on conflict escalation, with risks of prolonged supply shocks.
341. https://www.zerohedge.com/energy/qatar-dethroned-lng-king-us-seizes-throne-reshaping-future-gas - * Iranian drone strikes on Qatari LNG trains and Strait of Hormuz closure threaten Qatar's LNG export capacity, delaying expansion projects. * Qatar's total LNG capacity could decline by over 100 MTPA relative to market expectations, with indefinite delays on key expansion phases. * US LNG projects, including Golden Pass, CP2 Phase 1, Port Arthur, and Rio Grande LNG, are advancing towards production goals by 2027, with expected significant growth by 2033. * Global LNG demand stability is uncertain, especially in emerging markets due to infrastructure delays, high prices, and competition from renewables. * The upcoming supply disruption may push prices higher, potentially delaying demand growth and infrastructure buildout in emerging markets, while Europe and Northeast Asia demand remains stable.
342. https://www.trouw.nl/duurzaamheid-economie/ook-shell-wordt-hard-geraakt-door-de-oorlog-in-het-midden-oosten-al-boert-het-goed-op-de-beurs~b3193259/ - - Shell's aandeel stijgt tot recordhoogte, meer dan 40 euro per aandeel. - Shell profiteert van hoge olie- en gasprijzen. - Ras Laffan Industrial City in Qatar geraakt door Iraanse aanvallen; installaties stilgelegd, productie vertraagd. - De productie van LNG in Qatar ligt stil sinds maart; schade aan twee grote lijnen, schatting van vijf jaar voor reparaties. - Gevolgen voor Europese en Aziatische gasmarkt, met stijgende prijzen en mogelijke tekorten. - QatarEnergy schat 20 miljard dollar omzetverlies door de aanslagen. - Nieuwe LNG-projecten in de wereld mogelijk leiden tot overschot in productiecapaciteit, ondanks oorlogssituaties.
343. https://republicofmining.com/2026/03/20/war-in-iran-is-reshaping-the-global-gas-market-for-years-to-come-by-ruth-liao-stephen-stapczynski-and-priscila-azevedo-rocha-financial-post-bloomberg-march-20-2026/ - * The Persian Gulf industry faces prolonged disruptions due to Iranian drone attack and retaliation attacks in Iran, affecting LNG supplies. * Qatar’s Ras Laffan plant, a major LNG facility, remains shut, causing significant energy shortages worldwide. * The conflict has led to damage in South Pars fields, delaying normalisation. * The closure impacts emerging economies, damaging industrial demand for LNG. * The Strait of Hormuz's near closure causes surges in fuel prices and shortages globally.
344. https://thehayride.com/2026/03/the-damage-from-bidens-disastrous-lng-export-construction-ban-has-only-begun/ - * On January 26th, 2024, Biden froze permits for LNG export terminals, affecting roughly 19 billion cubic feet per day capacity. * Permits were blocked for over fourteen months, causing project delays and financing issues, which led to decreased US export capacity. * Qatar expanded its LNG exports as US projects stalled; Iran's infrastructure was damaged, increasing global supply uncertainties. * Biden's reversal of the ban occurred in February 2025, but delays resulted in lost capacity and market share. * As of March 2026, Qatar's LNG capacity was reduced, affecting global gas prices and supply security, with US capacity still under development.
345. https://bankwatch.ca/2026/03/20/morning-briefing-friday-20-march-2026-%C2%B7-est-%C2%B7-1320-words%E2%B8%BB/ - * Iran struck a Kuwaiti oil refinery; Gulf-wide strikes escalate with active military campaigns in Hormuz. * Pentagon operationalises Hormuz offensive; seeks a $200B war budget. * Israeli claims Iran’s nuclear and missile capabilities destroyed, unverified. * Qatar LNG exports reduced by 17% due to Iran’s attack; force majeure imminent. * US charges Super Micro co-founder with AI chip smuggling; stock in freefall. * Mojtaba Khamenei issues Nowruz statement; denies Iranian attacks on Turkey and Oman. * UK warns Iran; Iranian drones strike RAF Cyprus; UK deploys additional naval assets. * US-Canada-Mexico trade talks underway; Belarus releases political prisoners in exchange for sanctions relief. * Israel attacks Syrian infrastructure; energy markets show signs of disruption, US gas prices hit high. * European AI regulatory delays; Germany describes Iran as security threat, split emerges in EU stance.
346. https://www.jdsupra.com/legalnews/war-with-iran-poses-far-reaching-2728244/ - * The US/Israel war with Iran near its fourth week has led to a 50% increase in LNG prices and high oil prices around $110 per barrel. * The Strait of Hormuz closure and energy infrastructure attacks have caused regional LNG supply disruptions. * Qatar shut down 20% of its LNG production due to the war. * US and IEA loosen strategic reserves, releasing 400 million barrels, roughly four days of global supply. * Sanctions on Russian oil are lifted temporarily, increasing Russian revenue amid its budget deficit. * Energy supply constraints impact countries in Asia and Europe, including China suspending petroleum exports. * Rising fuel costs cause increased airfares and depletion of fuel reserves in Oceania and Africa. * Industries like fertiliser and pharmaceuticals face supply crunches, affecting food costs and semiconductor production.
347. https://www.mees.com/2026/3/20/opec/global-lng-market-expectations-swing-from-glut-to-shortage/2943e480-2467-11f1-a36c-53bb4cf45e77 - * Qatar hosted LNG2026 conference in Doha, planning to expand capacity from 77mn t/y to 142mn t/y. * Following Iranian missile attacks on Ras Laffan, Qatar faces multi-year repairs and delays in expansion. * Attacks damaged two liquefaction trains with 12.8mn t/y capacity, 17% of Qatar's LNG capacity. * QatarEnergy's CEO Saad Sherida al-Kaabi reported damage to trains operated with ExxonMobil, Qatar's key partner.
348. https://tass.com/politics/2104857 - * Ukrainian armed forces attacked facilities related to TurkStream and Blue Stream pipelines on March 17-19. * The attacks involved drone strikes against three compressor stations, with 22 drones used against Russkaya. * Russian forces repelled the attacks, preventing damage to the infrastructure. * The incident was reported by Russian officials and Gazprom, highlighting ongoing infrastructure security concerns.
349. https://oilprice.com/Latest-Energy-News/World-News/European-Gas-Price-Set-for-20-Weekly-Jump-on-Qatars-LNG-Outage.html - * European natural gas prices are set for a 20% weekly increase following damage to Qatar’s LNG facilities due to Iranian missile attacks. * The damage was to Qatar’s Ras Laffan Industrial City, with an estimated cost of $20 billion annually and a repair timeline of 3 to 5 years. * About 17% of Qatar’s LNG export capacity is sidelined, impacting European and Asian markets for years. * Prices for April 2026 Dutch TTF contracts increased, with futures trading above $69 (60 euros) per MWh. * The outage is expected to tighten global LNG supply, raising prices and delaying capacity growth until 2028.
350. https://tass.com/politics/2104865 - * Russian Foreign Ministry spokeswoman Mariia Zakharova states Kiev's attack on TurkStream and Blue Stream pipelines can harm energy security and destabilise markets. * The attack is described as terrorist activity. * The statement implies potential damage to regional energy security and global markets. * The comment highlights geopolitical tensions affecting energy infrastructure.
351. https://marcellusdrilling.com/2026/03/mdns-energy-stories-of-interest-fri-mar-20-2026/ - * Iran attacks result in a significant reduction of Qatar’s LNG capacity by 17% for up to five years. * The incident impacts LNG supply and causes a surge in European gas prices. * The articles discusses the geopolitical event affecting infrastructure and supply reliability. * The focus is on natural gas infrastructure risks and supply disruptions.
352. https://www.thearabianstories.com/2026/03/20/asian-lng-benchmark-nears-3-year-high-after-iran-attack-hits-qatar-export-capacity/ - * Missile attacks from Iran on Qatar’s Ras Laffan Industrial City caused extensive damage to LNG production facilities on March 18 and 19, reducing export capacity by 17%. * The disruption is expected to cause a loss of USD 20 billion in annual revenue for Qatar, with repairs taking up to five years. * The attack impacted two LNG trains (Trains 4 and 6) and the Pearl GTL facility, affecting key export infrastructure. * QatarEnergy announced force majeure on some LNG contracts, impacting global energy supplies and prices. * India heavily relies on Qatar for its LNG imports, accounting for nearly 47% of India’s supply in 2024, with continued vulnerability due to the attack.
353. https://oilgasleads.com/qatar-lng-disruption-sends-shockwaves-through-global-energy-markets/?utm_source=rss&utm_medium=rss&utm_campaign=qatar-lng-disruption-sends-shockwaves-through-global-energy-markets - * Iranian strikes damaged Qatar’s Ras Laffan LNG export hub, taking roughly 17% of capacity offline.* The disruption is expected to last three to five years, affecting global LNG supply.* Long-term supply constraints increase market volatility and energy security concerns, especially in Europe and Asia.* US and other LNG exporters may benefit but face capacity limits.* Major companies like ExxonMobil and Shell are exposed to the disruptions.* The event highlights geopolitical risks and the strategic importance of supply security.
354. https://www.lngindustry.com/liquefaction/20032026/qatarenergy-provides-production-update/ - * Missile attacks on 18-19 March 2026 caused damage to QatarEnergy's LNG trains and Pearl GTL facility, impacting supply to Europe and Asia. * Two LNG trains (4 and 6) with combined capacity of 12.8 million tonnes per year are affected, with repairs estimated at 3-5 years. * Damage to the Pearl GTL facility will result in at least one year of offline operation and production losses in condensates, LPG, naphtha, sulfur, and helium. * QatarEnergy expects $20 billion annual revenue loss and force majeure declarations for up to five years on some contracts.
355. https://oilprice.com/Latest-Energy-News/World-News/European-Gas-Price-Set-for-20-Weekly-Jump-on-Qatars-LNG-Outage.html - * European natural gas prices increased by 20% weekly due to damage at Qatar’s LNG complex. * Qatar’s Ras Laffan Industrial City was attacked by Iranian missiles, causing extensive damage. * The damage is expected to cost QatarEnergy about $20 billion annually and take up to five years to repair. * Approximately 17% of Qatar’s LNG export capacity is sidelined for years, affecting European and Asian markets. * The outage could tighten global LNG supply, raise prices, and delay capacity growth into 2028.
356. https://boereport.com/2026/03/20/qatars-energy-boss-says-he-had-warned-of-dangers-of-provoking-iran/ - * QatarEnergy’s Ras Laffan LNG complex suffered damage from Iranian missile strikes, impacting LNG deliveries for up to five years. * The damage, which includes destruction of cooling units, delays expansion plans and affects global LNG supply. * The attack caused a 17% reduction in Qatar’s LNG export capacity, with wider regional economic impacts. * No prior warning of the Iranian attack was received, and recovery will take months to years. * The war has severely affected Gulf economies, with declines in trade, tourism, and government income.
357. https://www.marineinsight.com/iranian-attack-on-qatar-gas-facilities-cuts-lng-output-by-17-repairs-may-take-up-to-5-years/?utm_source=rss&utm_medium=rss&utm_campaign=iranian-attack-on-qatar-gas-facilities-cuts-lng-output-by-17-repairs-may-take-up-to-5-years - * Iranian missile and drone attacks damage key gas facilities in Qatar, cutting about 17% of LNG export capacity. * The damage affects Ras Laffan Industrial City, with repairs potentially taking up to five years. * Two LNG trains owned by QatarEnergy and partly by ExxonMobil are badly damaged; total capacity of affected units is 12.8 million tonnes per year. * QatarEnergy may declare force majeure on some long-term LNG contracts, affecting supply to Italy, Belgium, South Korea, and China. * The disruption risks causing economic losses of around $20 billion annually and delays to Qatar’s North Field expansion.
358. https://www.business-standard.com/world-news/india-faces-qatar-lng-supply-risk-after-iran-strikes-hit-capacity-126032000966_1.html - - Iranian strikes in Iran have impacted Qatar's LNG export capacity, potentially affecting supplies to India. - Iran attacks knocked out 17% of Qatar's LNG capacity, damaging two LNG trains and one GTL facility. - Repairs may sideline 12.8 million tonnes of LNG annually for 3-5 years. - QatarEnergy CEO reports the attacks caused an estimated $20 billion in lost revenue. - India relies on Qatar for about 41% of its LNG imports, with over 11.2 million tonnes imported in 2024/25. - Indian officials expect Qatar to resume supplies after force majeure is lifted, as Indian-targeted facilities remain unaffected.
359. https://tass.com/economy/2104579 - * Net withdrawals of gas from Europe's underground storage facilities have exceeded 60 bcm since the start of the heating season in October 2025, according to Gas Infrastructure Europe data.
360. https://ria.ru/20260320/mid-2081926591.html - • Russia's Ministry of Foreign Affairs states Ukraine conducted drone attacks on gas pipelines between 17-19 March. • Targets included compressor stations 'Russkaya', 'Kazachya', and 'Beregovaya'. • The attacks allegedly aimed to undermine Russia’s gas supply role and influence domestic politics. • Officials warn such attacks threaten regional energy security and global markets. • Ukrainian military activity has increased in recent weeks, according to Russian statements.
361. https://www.thearabianstories.com/2026/03/20/asian-lng-benchmark-nears-3-year-high-after-iran-attack-hits-qatar-export-capacity/ - * Missile attacks from Iran on Qatar’s Ras Laffan Industrial City disabled 17% of Qatar’s LNG export capacity, causing disruption to global energy markets. * Damage to key production facilities occurred on March 18-19, with repairs expected to take up to five years. * QatarEnergy estimates USD 20 billion annual revenue loss due to the attack. * The disruption affects India, which relies heavily on Qatar for nearly half of its LNG imports. * Attacks also damaged the Pearl GTL facility, potentially offline for at least one year.
362. https://kalkinemedia.com/uk/stocks/energy/is-ftse-100-energy-facing-strain-1 - * Global energy supply routes, particularly the Strait of Hormuz, face renewed tension affecting market sentiment. * Efforts by nations aim to safeguard maritime corridors critical to energy transportation. * Energy companies within the FTSE index, including BP Plc, are impacted by infrastructure disruptions and shifting supply strategies. * Regional developments, such as damage to facilities, influence upstream and refining activities. * Market sentiment responds to geopolitical and logistical challenges affecting supply chains and infrastructure resilience.
363. https://tass.com/politics/2104775 - * Russian Foreign Ministry spokeswoman Maria Zakharova states that Kiev aims to undermine negotiations through terrorist acts. * Ukrainian attacks on TurkStream and Blue Stream pipelines in March 2023 are attributed to Kiev's efforts to destabilise energy supplies. * Russian forces have repelled attacks, preventing damage to infrastructure. * Zakharova links attacks to broader geopolitical tactics to hinder Russian energy exports and influence international attention on Ukraine. * TurkStream remains the primary Russian gas route to Europe following the cessation of Ukrainian transit, with detailed pipeline specifications provided.
364. https://ultimasnoticias.com.ve/mundo/rusia-actividad-terrorista-de-kiev-podria-danar-la-seguridad-energetica/ - * Russia's Ministry of Foreign Affairs spokesperson, Maria Zajárova, describes Ukraine's attacks on TurkStream and Blue Stream pipelines as terrorist activities. * These attacks could harm regional energy security and destabilise global markets. * Russia warns that Ukraine's actions undermine trust in Russian energy supply and distract from international conflicts. * Russian officials call for Ukraine to cease "irrational actions" and end energy blackmail against other countries, including the EU. * The article details multiple attacks on Russian energy infrastructure since February, including on Gazprom facilities.
365. https://www.lngindustry.com/liquefaction/20032026/qatarenergy-provides-production-update/ - * missile strikes on 18-19 March 2026 damaged LNG trains, impacting Qatar’s exports and market supply in Europe and Asia * the damage will take 3-5 years to repair, with force majeure declared on some long-term LNG contracts * damage also sustained at the Pearl GTL facility, expected to be offline for at least one year * significant losses in condensates, LPG, naphtha, sulfur, and helium production reported * estimated annual revenue loss of US$20 billion, with repair costs and production outages affecting global markets
366. https://hvg.hu/gazdasag/20260320_europa-gazarak-szeneromu-ujrainditas - *In March, Germany increased its coal power plant share by approximately 2 percentage points, while gas-fired generation decreased by more than a third.* *Gas prices have risen to around 60 euros per megawatt-hour, making coal more cost-effective for electricity production.* *Europe is increasingly relying on coal as a transitional energy source between gas and renewables, highlighting its infrastructural vulnerabilities.* *European governments prioritise affordability and supply security over emissions reduction during the energy crisis.*
367. https://www.alsumaria.tv/news/international/559414/%D8%A2%D8%B3%D9%8A%D8%A7-%D8%AA%D8%AA%D8%AC%D9%87-%D8%A5%D9%84%D9%89-%D8%A7%D9%84%D9%81%D8%AD%D9%85-%D9%85%D8%B9-%D8%AA%D8%B5%D8%A7%D8%B9%D8%AF-%D8%A7%D8%B2%D9%85%D8%A9-%D8%A5%D9%85%D8%AF%D8%A7%D8%AF%D8%A7%D8%AA-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2?src=rss&utm_source=thewall360&utm_medium=rss-articles&utm_campaign=rss&utm_term=Rss - * Several Asian countries, including Indonesia and Bangladesh, increase reliance on coal as a primary energy source amid gas supply disruptions. * Disruptions are caused by conflicts affecting the export of liquefied natural gas (LNG) from a major exporting region. * India and China are the largest gas importers by 2025, with recent attacks harming 17% of their production capacity. * The crisis has led to higher global prices and market instability, prompting a switch to coal. * Countries seek alternatives to natural gas due to logistical difficulties and rising costs.
368. https://nairametrics.com/2026/03/20/iran-attack-wipes-20bn-cripples-qatar-lng-for-five-years-report/ - • Iran’s attacks on Qatar’s energy infrastructure caused estimated $20 billion annual revenue loss and knocked out significant LNG export capacity. • About 17% of Qatar’s LNG export capacity was disrupted, with repairs expected to last three to five years. • Damage affected two LNG trains and one gas-to-liquids facility, threatening supplies to Europe and Asia. • Qatar declared force majeure on contracts; production cannot resume until hostilities cease. • Tensions in the Gulf escalate, impacting global energy markets and causing potential long-term sector setbacks.
369. https://indianexpress.com/article/world/us-israel-iran-war-day-21-energy-strikes-gulf-trump-netanyahu-10591748/ - * Iran targeted the world's largest LNG export facility at Qatar’s Ras Laffan, likely causing prolonged repair delays. * Iran also attacked the South Pars gas field, prompting retaliation from Israel. * The attacks increased global energy supply fears and impacted LNG prices. * US, Israel, Iran, Qatar, Kuwait, Bahrain, China, and Iraq are involved in various actions and responses. * The escalation includes missile strikes, drone attacks, and military movements in West Asia, affecting regional and global energy markets.
370. https://www.nationalheraldindia.com/business/ras-laffan-hit-raises-risks-for-indias-gas-supply-and-economy - • The attack on Ras Laffan in Qatar by Iran has caused extensive damage to LNG infrastructure, affecting six LNG trains and causing potential revenue losses of around $20 billion. • The damage impacts Qatar's LNG exports, which supply approximately 41% of India's LNG imports, with disruptions already affecting Indian industrial gas supplies. • Qatar energy facilities may require three to five years of repairs, potentially leading to long-term supply constraints and increased global energy prices. • Markets have reacted with rising Brent crude and natural gas prices, heightening risks for global energy stability. • India faces immediate supply disruptions, inflation risks, and potential growth slowdown due to its dependency on Qatari LNG amidst geopolitical tensions.
371. https://windward.ai/blog/iran-war-global-trade-and-energy-disruptions/ - * Strait of Hormuz transits have fallen 94.2% since February 28, with a 84.4% reduction in large vessels confirmed by satellite imagery. * Crude exports west of Hormuz have fallen 87% from 20.1 million barrels per day to 2.7 million barrels per week ending March 15. * Ras Laffan, Qatar’s LNG export hub, was struck on March 18, leading to a full halt in gas production. * Fujairah bunkering hub is offline after drone strikes, causing historic bunker price spikes. * Container shipping in the Gulf operates as a holding pattern with 119 vessels, causing extensive delays and increased costs. * The operation has led to a split energy trade system, with a paralysed Gulf network and resilient Iranian corridor. * Iran’s crude exports persist via alternative routes; Saudi Arabia redirects exports to the Red Sea. * U.S. sanctions on Russia are adjusted to allow shipments, affecting global oil flows. * Iranian attack on Ras Laffan impacts global LNG and fertiliser markets. * Maritime security remains a concern, despite Iran’s navy being declared combat ineffective. * The global maritime system now operates under constraints, with selective vessel movement, poor visibility, and infrastructure risks.
372. https://hvg.hu/gazdasag/20260320_europa-gazarak-szeneromu-ujrainditas - • Europe's gas prices rose following the Iran war, leading to increased coal usage, especially in Germany. • In March, Germany's coal power share increased by approx. 2 percentage points, while gas power decreased by over a third. • Gas prices at €60 per megawatt-hour make coal power more economical; some coal plants may restart. • Europe's energy infrastructure remains vulnerable due to reliance on gas serving as a transition between coal and renewables. • European governments prioritise cost and security over emissions reduction during the crisis.
373. https://www.alsumaria.tv/news/international/559414/%D8%A2%D8%B3%D9%8A%D8%A7-%D8%AA%D8%AA%D8%AC%D9%87-%D8%A5%D9%84%D9%89-%D8%A7%D9%84%D9%81%D8%AD%D9%85-%D9%85%D8%B9-%D8%AA%D8%B5%D8%A7%D8%B9%D8%AF-%D8%A7%D8%B2%D9%85%D8%A9-%D8%A5%D9%85%D8%AF%D8%A7%D8%AF%D8%A7%D8%AA-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2?src=rss&utm_source=thewall360&utm_medium=rss-articles&utm_campaign=rss&utm_term=Rss - * Several Asian countries, including Indonesia and Bangladesh, increase reliance on coal due to gas supply disruptions. * Disruptions caused by conflicts affecting major gas export regions, impacting the largest LNG export facility. * India and China were the top gas importers in 2025, but recent events have reduced production capabilities. * Rising global prices and market instability have driven countries to adopt coal as an alternative energy source.
374. https://www.middleeasteye.net/live-blog/live-blog-update/report-qatar-lng-attack-reshapes-global-gas-market - ['* An attack on Qatar’s Ras Laffan liquefied natural gas facility caused significant disruption to supplies.', "* The incident prompted warnings of prolonged disruption to Qatar's LNG exports.", '* Wood Mackenzie forecasts extended recovery timelines and potential impact on global LNG availability.', '* Each month of disruption could reduce annual global LNG availability by about 1.5%.', '* The report discusses implications for the global gas market outlook.']
375. https://www.nationalheraldindia.com/business/ras-laffan-hit-raises-risks-for-indias-gas-supply-and-economy - * The attack on Ras Laffan in Qatar by Iran has damaged LNG facilities, affecting approximately 12.8 million tonnes per annum of Qatar’s export capacity. * Repairs could take 3 to 5 years, with Qatar potentially declaring force majeure, leading to estimated annual revenue losses of around $20 billion. * Qatar accounts for about 20% of global LNG trade; disruptions impact energy markets from Europe to Asia. * India relies heavily on Qatar for LNG, importing about 41% of its LNG from Ras Laffan, affecting its energy supplies and industrial output. * Immediate effects in India include disrupted LNG flows, curtailed gas supplies to industries, inflation risks, and economic growth concerns.
376. https://www.trend.az/business/energy/4167297.html - - Shell reports significant operational disruptions at Qatar energy facilities following attacks in Ras Laffan Industrial City, including the Pearl GTL plant and LNG facilities. - Pearl GTL production halted completely after damage during attacks on 18 March 2026; plant was previously operating at reduced capacity. - LNG production has been shut down since early March due to attacks, causing output halts. - The attacks have led to broader regional energy security concerns amid disruptions in Qatar’s gas and LNG infrastructure. - Shell is conducting inspections but has not provided a timeline for restarting production.
377. https://www.middleeasteye.net/live-blog/live-blog-update/report-qatar-lng-attack-reshapes-global-gas-market - * An attack on Qatar’s Ras Laffan liquefied natural gas facility caused significant disruption to global gas supplies. * The damage follows an earlier production halt and force majeure declaration. * Recovery timelines are expected to be extended, affecting LNG availability. * Each additional month of disruption could reduce global LNG availability by about 1.5 per cent. * The report is from the consultancy Wood Mackenzie.
378. https://nairametrics.com/2026/03/20/iran-attack-wipes-20bn-cripples-qatar-lng-for-five-years-report/ - • Iran’s attacks on Qatar’s energy infrastructure have caused an estimated $20 billion annual revenue loss and disrupted 17% of Qatar’s LNG export capacity. • Repairs could sideline 12.8 million tonnes of LNG annually for 3 to 5 years, affecting European and Asian markets. • Two LNG trains and one GTL facility in Qatar were damaged, requiring force majeure declarations. • The attacks threaten long-term energy stability and could set the Gulf’s energy sector back by 10 to 20 years. • Broader regional tensions involve Israel’s strike on Iran’s gas field, with potential global energy security implications.
379. https://www.etoday.co.kr/news/view/2567517 - * Iran's attack on Qatar's LNG facilities causes about 17% of Qatar's LNG export capacity to be paralysed. * Qatar may declare force majeure on long-term contracts with South Korea, China, Italy, and Belgium for up to 5 years. * Two Qatar LNG production facilities and one gas liquefaction fuel facility damaged; LNG production may be suspended for 3-5 years. * South Korea imports 900,000-1,000,000 tonnes of LNG annually from Qatar, with long-term contracts for 610,000 tonnes. * South Korea has diversified supply sources through increased volume from the US and Australia, reducing dependency on Qatar to below 20%.
380. https://www.middleeasteye.net/live-blog/live-blog-update/report-qatar-lng-attack-reshapes-global-gas-market - • Attack on Qatar’s Ras Laffan LNG facility caused significant supply disruption. • Disruption, following a production halt and force majeure, impacts global gas market outlook. • Recovery timelines may extend beyond initial forecasts of four to six weeks. • Each month of disruption could reduce global LNG availability by about 1.5%.
381. https://cursorinfo.co.il/world-news/udar-po-serdtsu-irana-ataka-na-hark-menyaet-globalnuyu-energetiku/ - * The U.S. attack on Khark Island, located in the Persian Gulf, affects Iran's oil export infrastructure. * Khark historically handles up to 95% of Iran's oil exports, making it a critical economic asset. * The attack caused a spike in oil prices, increased market volatility, and supply chain disruptions. * The region's strategic position near the Strait of Ormuz heightens the potential for global supply impacts. * The attack influences regional power dynamics, threatens to escalate tensions, and prompts strategic reevaluations worldwide.
382. https://meduza.io/news/2026/03/20/v-evrokomissii-zayavili-chto-ne-planiruyut-peresmatrivat-sroki-otkaza-ot-rossiyskogo-gaza - * The European Commission announced the EU's plan to fully cease Russian gas imports by 2027. * Ursula von der Leyen confirmed no revisions to the timeline despite recent geopolitical tensions. * Gas prices in Europe increased by 30% following attacks on major gas fields in the Middle East. * Russia currently supplies about 16% of EU's LNG and 13% of total gas imports. * Short-term LNG import bans take effect from 25 April, with a full embargo from January 2027.
383. https://www.dhnet.be/conso/prixenergie/2026/03/20/crise-au-moyen-orient-les-carburants-a-3-du-litre-a-la-pompe-cest-a-craindre-previent-damien-ernst-UGLH6DLFGRC7HPXYZOFHOFQVIE/ - * Iran targeted the Ras Laffan gas site in Qatar with missile strikes, causing fires and significant damage. * Market response included a near 30% increase in the price of liquefied natural gas (LNG) in Europe. * Damien Ernst, professor in energy at the University of Liège, warns of long-term impacts, including higher gas prices and increased costs for households. * The conflict risks causing a spike in fuel prices, potentially reaching €3 per litre in France. * Rising energy costs could lead to inflation in consumer products and higher fertiliser prices in the Middle East.
384. https://thearabianpost.com/uae-condemns-intercepted-strikes-on-energy-sites/ - * Air defence systems in Abu Dhabi intercepted attempted strikes targeting energy infrastructure, with no casualties reported. * The incident was attributed to Iran and involved the Habshan gas facility and the Bab oil field. * Officials described the strikes as a serious escalation and a breach of international law. * The targeted sites are critical to energy production and global markets, with potential implications for supply and prices. * The incident underscores regional tensions and heightened threats to Gulf energy infrastructure. * Energy companies have increased security and contingency measures amid rising regional security risks. * Diplomatic condemnations highlight efforts to uphold sovereignty and international law. * Defence systems are evolving to counter sophisticated aerial threats, including drones and missiles.
385. https://www.india.com/news/world/iran-building-new-corridor-to-safely-evacuate-22-indian-ships-from-the-strait-of-hormuz-big-win-for-modi-government-8349626/ - * Iran is building a corridor to safely evacuate 22 Indian ships from the Strait of Hormuz. * Negotiations between India and Iran began after Prime Minister Modi's phone call with Iranian President on March 12. * Iran has allowed two Indian ships to transit the Strait, with plans for at least 24 ships, crucial to India's energy security. * The situation in West Asia, including Israeli attacks, led to Indian ships being stranded and halted. * US permits Iranian oil tankers to pass through the Strait amid escalating tensions.
386. https://alienogentile.substack.com/p/la-settimana-dellalieno-132 - * The US-Iran conflict increasingly revolves around control of the Strait of Hormuz, with Iran currently holding significant influence. * Nearly 20% of global oil supply, over 40% of all exports, was dependent on the Strait before recent hostilities, now severely reduced. * Iran's capacity to damage US interests surpasses US ability to threaten regime change, raising the risk of prolonged conflict. * The Iran-US tensions threaten global energy security, with potential for lengthy infrastructure damage and market volatility. * The conflict influences geopolitical strategies, investor confidence, and the stability of dollar-pegged markets. * US efforts to stabilise prices through reserve releases and policy adjustments face limited impact due to ongoing disruptions. * Russia benefits economically from the conflict, increasing its influence over global oil and gas markets. * The potential for diplomatic resolution diminishes daily, with risks of escalation and long-term supply disruptions.
387. https://scroll.in/latest/1091504/top-updates-israel-says-haifa-refinery-struck-iran-warns-of-zero-restraint-if-energy-sites-hit?utm_source=rss&utm_medium=public - * Israel reports that an Iranian missile attack struck an oil refinery in Haifa, with damage described as 'localised'. * Kuwait's Mina Al-Ahmadi refinery was hit by drone attacks causing a fire, with no initial casualties. * Iran warns it will respond with 'zero restraint' if its oil infrastructure is attacked again. * India reports a 40% increase in domestic LPG production amid West Asia conflict. * Kuwait arrests 109 persons for social media activities linked to sites in the region. * Israeli Prime Minister Netanyahu claims Israel acted alone in attacking the South Pars gas field; US President Trump states that the US was unaware. * Qatar says attacks will reduce LNG export capacity by 17%, with repairs taking 3-5 years. * US considers lifting sanctions on Iranian oil to help global supplies. * Brent crude oil prices fell from $119 to $105 per barrel amid increased tensions. * Netanyahu states Israel and the US are 'winning' against Iran, which purportedly has limited capacity to enrich uranium. * Sri Lanka refused US permission to station aircraft at Mattala airport; US Navy sank Iranian frigate IRIS Dena outside Sri Lanka. * Iran’s IRGC spokesperson Ali Mohammad Naini was killed in a strike.
388. https://www.turkiyetoday.com/business/iran-war-triggers-greatest-energy-security-crisis-in-history-iea-chief-warns-3216611 - * The conflict involving Iran has caused the most severe global energy security crisis, according to IEA. * The crisis has disrupted oil and gas transit, notably blocking the Strait of Hormuz, a key maritime chokepoint. * The IEA released emergency reserves of 400 million barrels, but significant shortfalls remain. * Policymakers are urged to prevent dependence on Russian gas and to focus on restoring critical transit routes. * The crisis may lead to long-term shifts in global energy policies, including increased renewable investments and nuclear power.
389. https://unn.ua/en/news/war-with-iran-became-the-biggest-threat-to-energy-in-history-iea - * The war with Iran has caused the most severe energy shock in history, impacting oil and gas flows from the Persian Gulf. * Fatih Birol, head of the IEA, forecasts it could take six months or more for flows to recover. * Oil prices rose to nearly $120 a barrel amid missile strikes on energy hubs in the Persian Gulf. * The conflict is described as 'the biggest threat to global energy security in history.' * Iran's de facto blockade of the Strait of Hormuz is disrupting exports of oil and liquefied natural gas from the Middle East, which supplies a fifth of the world's energy.
390. https://cursorinfo.co.il/world-news/iran-teryaet-klyuchevoe-preimushhestvo-v-vojne-otsenka/ - * The attack on Iran's South Pars gas field became a turning point in the conflict, impacting energy infrastructure and regional stability. * The assault, coordinated with the US, damaged processing facilities, caused fires, and halted gas supplies, including to Iraq. * Analysts suggest the attack aims to pressure Iran by disrupting its energy supply, potentially provoking retaliation. * The strike signals a shift towards direct conflict escalation, undermining Iran's strategy of attrition. * Regional implications include increased tension among Gulf Cooperation Council countries and challenges to Iran's access to its resources.
391. https://www.trend.az/business/energy/4167297.html - * Shell plc confirms significant operational disruptions at its Qatar energy facilities following attacks on 18 March 2026 in Ras Laffan Industrial City.* * The Pearl GTL (gas-to-liquids) facility has stopped production to assess damage after being struck during the attacks.* * Liquefied natural gas (LNG) production has been shut down since early March following earlier attacks.* * Disruptions have led to halts in output and ongoing assessments of damage across multiple assets.* * The attacks raise regional energy security concerns amid broader disruptions in the Gulf energy infrastructure.
392. https://newtalk.tw/news/view/2026-03-20/1025296 - * 伊朗攻擊癱瘓卡達能源公司17%的液化天然氣產能，損失200億美元營收，影響歐洲與亞洲供應。 * 卡達能源有14條LNG生產線中2條及1座GTL設施受損，修復需3至5年。 * 受損LNG產線將影響長期合約，可能長達5年受到不可抗力影響。 * 受影響公司合作夥伴包括埃克森美孚與殼牌，殼牌修復期較長達一年。
393. https://www.etoday.co.kr/news/view/2567516 - * Qatar's LNG production is disrupted due to missile strikes, resulting in supply concerns. * US LNG exports remain stable, and companies explore increased US supply as a replacement. * US companies are considering additional production facilities, but negotiations for long-term contracts are in early stages. * Qatar may declare force majeure on LNG contracts for up to 5 years following the attack. * The incident impacts global LNG trade flows and shipping logistics.
394. https://www.cronica.com.ar/mundo/alerta-global-el-petroleo-supera-los-usd-110-y-el-gas-natural-subio-cerca-del-25-en-la-jornada/ - * Rising tensions in Middle East impact global energy markets, causing significant increases in oil and gas prices. * Brent crude approaches USD 110 per barrel; WTI nears USD 100. * Oil prices increase over 50% since escalation, reaching nearly USD 115. * Disruption caused by the blockade of the Strait of Hormuz and attacks on key refineries. * Natural gas market affected with up to 25% price increases in Europe and 10% in the US, due to supply interruptions from Qatar and Iran. * US President Donald Trump warns against further attacks on Qatar's GNL plant. * Market volatility shown in declines across US and Asian stock indices, driven by fears of prolonged supply disruption and damage to refineries.
395. https://news.abplive.com/news/world/don-t-strike-iran-gas-fields-trump-says-he-warned-netanyahu-after-south-pars-attack-intensifies-war-1832072 - * US President Donald Trump stated he cautioned Israeli Prime Minister Benjamin Netanyahu not to target South Pars Gas Field. * Iran launched ballistic missile strikes on Ras Laffan Industrial City, damaging QatarEnergy LNG infrastructure. * Trump said the US had no prior knowledge of Iran's attack and linked Israeli actions to escalating tensions in the Middle East. * Qatar expelled Iranian diplomatic staff following the incident. * The event reflects heightened geopolitical tensions impacting energy infrastructure in the Gulf region.
396. https://www.business-standard.com/world-news/iran-strike-to-cost-qatarenergy-20-bn-a-year-disrupt-global-lng-supply-126032000114_1.html - * Iran's missile strikes on Qatar damaged LNG export facilities, with repairs expected to take up to five years. * The damage affected QatarEnergy's Trains 4 and 6, representing 17% of Qatar’s LNG exports. * The incident caused natural gas prices to surge up to 35% in European futures. * QatarEnergy declared force majeure for up to five years on some contracts. * Damage also affected Pearl gas-to-liquids facility operated by Shell; assessment ongoing, offline for at least one year.
397. https://news.abplive.com/news/world/iran-israel-conflict-us-weighs-u-turn-iran-oil-sanctions-free-stranded-tankers-to-boost-supply-1832074 - * The US is exploring the possibility of easing restrictions on Iranian oil stored at sea to increase global supply. * Officials suggest permitting about 140 million barrels of Iranian oil to enter the market. * The move aims to temporarily stabilise crude prices amid disruptions due to Persian Gulf tensions. * Tensions in the Strait of Hormuz have impacted over 15 million barrels per day of oil flows. * Oil prices surged to $112.76 per barrel following developments, amid market volatility. * The US also introduced measures like suspending long-standing maritime laws to ease energy costs. * Asian refineries are seeking alternatives by increasing US crude imports, diversifying supply sources.
398. https://www.qubesmagazine.com.ng/2026/03/trump-orders-israel-not-to-attack-iran-gas-fields.html - - President Trump publicly advised Israeli Prime Minister Benjamin Netanyahu to cease military strikes on Iran’s energy infrastructure. - The warning follows a recent Israeli strike on Iran’s South Pars gas field, leading to Tehran retaliating against energy facilities in Qatar. - The incident caused volatility in international energy markets, affecting global gas and oil supplies. - Trump issued warnings to Iran of potential 'massive' targets if attacks continue. - The conflict impacts global energy security and market pricing.
399. https://www.business-standard.com/markets/news/petronet-lng-share-price-nomura-cuts-target-as-qatar-crisis-hits-volumes-126032000143_1.html - * The West Asia crisis has led Qatar’s Ras Laffan LNG facility to be placed under force majeure, affecting about 20% of global LNG trade. * Approximately 40% of Petronet LNG’s volumes are currently unavailable due to the crisis. * Nomura expects a supply gap lasting at least four months, with possible long-term damage to Qatar's LNG capacity. * Nomura has cut its FY27 volume estimates by 21% and reduced EBITDA forecasts for FY26 and FY27. * The target price for Petronet LNG has been lowered to ₹340, though India’s long-term LNG demand outlook remains positive.
400. https://www.prnewswire.com/news-releases/sp-global-era-of-linear-energy-transition-has-ended-as-ai-demand-and-geopolitics-reshape-markets-302720007.html - * S&P Global released research amid ongoing war in the Middle East, highlighting geopolitical uncertainty affecting energy markets. * The report discusses how AI growth and data centre power demand are transforming the energy landscape. * Electricity demand is rising faster due to AI and data centres, leading to supply constraints and higher prices. * Global copper demand is predicted to increase about 50% by 2040, with materials becoming strategic for economic security. * The energy transition is no longer linear; the focus shifts to building resilient energy systems amidst global risks.
401. https://organiser.org/2026/03/20/344859/world/is-the-ummah-fracturing-saudi-says-trust-completely-shattered-as-iran-expands-gulf-strikes/ - * Iran launched drone and missile strikes on energy infrastructure in Saudi Arabia, Qatar, Kuwait, and UAE, escalating regional tensions. * Targets included Saudi Aramco's Yanbu refinery, Qatar’s Ras Laffan LNG facilities, Kuwaiti refineries, and UAE energy sites, disrupting operations. * These attacks follow Israeli and US strikes on Iran’s South Pars gas field, threatening Iran’s energy supplies. * Saudi Arabia condemned Iran’s actions, citing threats to regional stability and global energy markets. * The conflict has deepened the crisis at the Strait of Hormuz, impacting global oil supply routes. * The strikes have highlighted internal divisions within the Muslim community, revealing cracks in the concept of a unified Ummah.
402. https://www.deccanchronicle.com/world/qatar-lng-output-capacity-reduced-by-17-for-5-years-india-faces-risk-1945084 - * Missile attacks on Qatar's Ras Laffan Industrial City caused extensive damage to LNG production facilities, leading to a 17% reduction in Qatar's LNG export capacity. * Repairs are expected to take up to five years, and QatarEnergy declared long-term force majeure on some LNG contracts. * The disruption impacts global supply, especially for India, which relies on Qatar for nearly half of its LNG imports. * Damage included two LNG trains, with a combined capacity of 12.8 MTPA, and targeted the Pearl GTL facility. * The attacks raise concerns over LNG supply availability and market prices in energy-importing countries.
403. https://www.etoday.co.kr/news/view/2567516 - * Qatar's LNG facilities are damaged, leading to potential supply disruptions. * US LNG exports are increasing as alternative sources for Qatar’s supply. * US LNG production remains stable, with plans for additional capacity. * Long-term contracts are still under discussion, with negotiations in early stages. * Iran's missile attack on Qatar's LNG plant caused about 17% capacity loss, prompting potential force majeure declarations.
404. https://peopledaily.digital/news/tehran-threatens-middle-easts-busiest-port-as-iran-war-enters-its-third-week - * Iran warned to evacuate the Jebel Ali port in Dubai, Khalifa port in Abu Dhabi, and Fujairah port amid ongoing conflict. * Iran threatened to attack Dubai and other UAE ports, alleging they were used to attack Iran’s Kharg Island. * US and Israeli forces conducted military strikes in Iran and targeted military sites on Kharg Island. * US Marines and an assault ship USS Tripoli are being deployed to the Middle East, increasing regional military presence. * The conflict involves missile and drone attacks, with escalation in Gulf Arab states and Iran, impacting oil transport and regional security.
405. https://www.independent.co.uk/news/world/middle-east/trump-us-iran-israel-war-uk-strait-hormuz-starmer-b2938569.html - * Donald Trump urged the UK, France, China, Japan, and other nations to send warships to the Strait of Hormuz to protect oil shipping routes. * The US president claimed Iran's military capability has been destroyed but warned of ongoing threats from drones, mines, and missiles. * The UK government stated it was considering options to ensure regional shipping security. * Trump accused Iran of attempting to close the strait, which is now effectively blocked, affecting global oil supply. * The conflict has escalated with attacks on UAE ports, strikes on Iran's Kharg Island, and missile strikes on the US embassy in Baghdad.
406. https://www.etoday.co.kr/news/view/2567516 - * Qatar's LNG facilities damaged by missile attack, causing production disruptions and a demand shift to US gas. * Companies are exploring additional US LNG imports due to regional instability, although negotiations are in early stages. * US LNG production remains stable and is not exposed to regional conflicts, with some companies planning capacity expansions. * Qatar's LNG export capacity has been reduced by about 17% due to the attack, with Qatar considering force majeure on supply contracts. * The situation highlights geopolitical risk impacting LNG supply routes and market dynamics.
407. https://www.thenationalherald.com/iran-hits-kuwaiti-oil-refinery-and-explosions-boom-over-tehran-from-israeli-attack/ - * Iran launched drone and missile attacks on Kuwaiti oil refineries and energy infrastructure, causing fires and explosions. * Iranian drone strikes targeted Kuwait’s Mina Al-Ahmadi oil refinery, which was already damaged in a previous attack. * Explosions and warnings were reported in Dubai, Tehran, Israel, Bahrain, and Saudi Arabia, related to incoming fire and intercepted projectiles. * Attacks on South Pars gas field and energy shipping routes heightened global energy supply concerns. * Oil prices surged after Iran’s attacks, with Brent crude exceeding $119 per barrel. * Israel warned of missile strikes and conducted attacks on Iran and Syria, with casualties reported. * The UAE disrupted a Hezbollah-linked terrorist network and arrested five individuals for alleged financial schemes. * The conflict involved multiple regional actors, with significant impacts on energy security and potential global crisis.
408. https://www.business-standard.com/world-news/strikes-on-qatar-s-ras-laffan-lng-plant-to-reshape-the-future-of-gas-126032000120_1.html - * The Ras Laffan LNG plant in Qatar was attacked, with repairs estimated to take up to five years. * The shutdown affects about 17% of Qatar’s LNG exports, leading to higher energy prices globally. * Disruptions threaten emerging Asian economies dependent on Qatar LNG, causing power and industrial shortages. * Europe and Asia face potential gas supply shortages, with fears of a long-lasting crisis. * US and other major producers may benefit from increased demand and exports. * Prolonged outage risks undermining LNG supply stability and increasing reliance on coal.
409. https://www.abc.net.au/news/2026-03-20/gas-giants-go-to-ground-amid-middle-east-war/106477862 - * Global gas prices have more than doubled since the US and Israel began bombing Iran, causing supply disruptions. * Iran attacked Qatar's gas export facility, reducing LNG capacity and increasing prices. * An Australian gas facility shutdown has temporarily boosted domestic supply, keeping prices stable. * Governments are considering windfall profit taxes on gas exports amid industry resistance. * The crisis is linked to geopolitical tensions in the Middle East, affecting energy supply and prices.
410. https://lenta.ru/news/2026/03/20/v-evrokomissii-vyskazalis-ob-importe-spg-iz-rossii/ - * European Commission President Ursula von der Leyen stated that the EU will continue to shift away from fossil fuels towards cleaner energy sources. * The statement addressed the import of liquefied natural gas (LNG) from Russia, amidst increasing global gas prices. * Earlier reports indicated that the EU's rejection of Russian LNG increased costs for energy-intensive industries across Europe. * Bloomberg reported that EU companies are facing survival challenges due to the ban on Russian LNG, affecting profitability and investment.
411. https://www.chosun.com/english/market-money-en/2026/03/21/QP3KY6HHENCWPNQS6EOK3FLRDI/ - * The Middle East situation, including Iran's attack on Qatar’s Ras Laffan complex, threatens LNG supply, with Qatar accounting for 20% of global LNG. * Qatar may declare force majeure on long-term LNG supply agreements with South Korea for up to five years. * South Korea’s government states reserves are sufficient for the short term but fears a price surge as global competition intensifies. * Global spot LNG prices, such as the Japan-Korea-Marker, increased significantly following Iran's attack. * The crisis is deemed more severe than the 2022 Russia-Ukraine war, with LNG supply potentially disrupted for years, raising domestic costs and energy security concerns.
412. https://www.deccanchronicle.com/world/netanyahu-says-iran-decimated-tehran-targets-gulf-petro-facilities-1945073 - • Israeli Prime Minister Netanyahu states Iran is 'decimated' and questions who is in charge in Tehran. • Iran continues attacks on Gulf oil and gas facilities, affecting global markets. • Iranian strikes hit Qatar, Saudi Arabia, Kuwait, and Israel, causing extensive damage and economic losses. • The US, Israel, and allies coordinate military actions with Iran threatening 'ZERO restraint'. • Energy markets experience volatility amid regional conflicts and attacks on critical infrastructure.
413. https://www.indiatvnews.com/news/world/israel-decides-to-halt-further-strikes-on-iran-s-key-natural-gas-field-after-trump-s-request-benjamin-netanyahu-statement-2026-03-20-1034419 - * Israel has temporarily stopped attacks on Iran's Asaluyeh gas installation following a request from US President Donald Trump. * Netanyahu stated that the strike was executed independently and highlighted signs of Iran's internal challenges. * The operation aimed to degrade Iran's missile, drone, and nuclear capabilities. * Netanyahu discussed efforts to reopen the Strait of Hormuz and develop alternative energy routes through pipelines. * The remarks reflect ongoing geopolitical turbulence involving Israel, the US, and Iran. * Israel and the US are prioritising coordinated efforts to counter Iran's nuclear ambitions and regional threats.
414. https://www.sbs.com.au/news/article/iran-minister-says-australia-on-the-wrong-side-criticises-sham-photo-with-footballers/548saqpda - * Iran criticises Australia's military presence in the Gulf, claiming it aligns with the US and Israel, and warns Australian assets may become targets. * Iran accuses Australian officials of coercing Iranian women footballers seeking asylum, describing the photo with Home Affairs Minister Tony Burke as a 'shameful sham posture'. * Europe and Japan call for a moratorium on attacks in the Middle East and aim to open the Strait of Hormuz, which has been closed since the outbreak of war. * US Defence Secretary states US objectives include destroying Iranian missile launchers and preventing nuclear development; US has conducted strikes on Iranian targets.
415. https://timesofindia.indiatimes.com/world/middle-east/us-israel-iran-war-news-live-udates-latest-news-middle-east-crisis-conflict-drone-ballistic-missile-attack-gulf-countries-dubai-qatar-news-donald-trump-netanyahu-strait-of-hormuz-lpg-tanker/liveblog/129690507.cms - * Iran launched retaliatory strikes on Gulf oil and gas facilities after Israeli attacks on Iranian targets. * Israel carried out airstrikes inside Tehran, and Iran fired missiles at Israeli cities. * Fighting with Hezbollah in Lebanon has intensified, with over 1,000 deaths and mass displacement. * The near shutdown of the Strait of Hormuz has disrupted global oil supply routes and increased oil prices. * US and European officials are concerned about energy security and regional escalation.
416. https://www.finedayradio.com/news/tv-delmarva-channel-33/french-navy-seizes-oil-tanker-suspected-of-being-part-of-russian-shadow-fleet/ - * French naval forces intercepted and boarded the oil tanker Deyna in the Western Mediterranean on Friday. * The vessel, flying a Mozambican flag, is suspected of being part of Russia's covert shipping network to evade sanctions. * The vessel departed from Murmansk, Russia, before interception, and was transporting Russian crude oil. * British forces supported the operation, which may lead to legal action if violations are confirmed. * France has conducted similar operations recently, including the interception of the tanker Grinch in January.
417. https://agadir24.info/%D8%A7%D8%B3%D8%AA%D9%87%D8%AF%D8%A7%D9%81-%D8%A7%D9%84%D8%A8%D9%86%D9%8A%D8%A9-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D9%8A%D8%A9-%D9%81%D9%8A-%D8%A7%D9%84%D8%AE%D9%84%D9%8A%D8%AC-%D9%8A%D9%86%D8%B0%D8%B1.html - * Tensions rise in the Gulf region over targeting energy infrastructure, with Iran warning of severe retaliation. * Iran's military warns against future attacks and vows to respond with increased focus on energy infrastructure. * Six countries, including France, UK, Germany, Italy, Netherlands, and Japan, condemn attacks and call for a halt. * These countries express readiness to help secure the Strait of Hormuz to prevent disruption of oil exports. * Market outlook shows caution over potential supply disruptions and rising oil prices due to escalating tensions.
418. https://easternherald.com/2026/03/19/russia-ukraine-war-kyiv-attacks-russia-eu-divisions/ - * Ukrainian forces carried out long-range attacks deep inside Russian territory, targeting aviation infrastructure nearly 800 kilometers from the border.* * The attacks damaged aircraft production and repair facilities, disrupted logistics, and potentially impacted long-range aircraft.* * The expansion of drone warfare signals a strategic shift, with Ukraine demonstrating increased capability and sophistication.* * Diplomatic efforts remain stalled amid ongoing hostilities and internal European divisions over support for Kyiv.* * The conflict’s global impact includes volatility in energy markets, supply chain disruptions, and shifting geopolitical alliances.*
419. https://thearabianpost.com/hormuz-blockade-fears-deepen-among-western-navies/ - * Western naval powers consider reopening the Strait of Hormuz unlikely while Iran's hostilities persist, highlighting security risks to global energy flows. * Military assessments indicate that conflict scenarios would make navigation impossible due to missile attacks, mines, and drone threats. * Iran's investment in coastal missile batteries and mine-laying capabilities alters risk perceptions for Western navies. * Shipping companies are rerouting or suspending transit amid rising insurance costs and security concerns. * Oil markets experience increased volatility, with Gulf producers exploring alternative routes, though capacity is limited. * European and US navies face difficulties maintaining freedom of navigation; broader escalation may be necessary. * Iran signals it could disrupt traffic as a strategic move, consistent with past incidents affecting Gulf maritime trade. * European governments consider contingency plans, including strategic reserves and energy security investments. * Maritime insurers have raised premiums, reducing available shipping capacity and risking supply chain disruptions. * Diplomatic efforts continue, acknowledging that restoring trust in Hormuz would take time post-conflict.
420. https://www.aol.com/articles/shipping-firm-paid-iran-2-151925694.html - * A shipping company paid Iran $2 million for safe transit through the Strait of Hormuz, according to a report. * Tehran is considering a 'selective' blockade allowing some ships, especially from Asian partners, to pass. * Iran’s Islamic Revolutionary Guard Corps (IRGC) is running a vetting and registration system for shipping. * At least nine vessels have passed through Iran's waters, with one reportedly paying £1.5 million ($2 million), despite sanctions. * Traffic through the waterway has decreased by 95% in recent weeks, impacting global energy markets. * The US considers military options like occupying or blockading Iran’s Kharg Island to reopen the strait.
421. https://www.stern.de/politik/ausland/eu-gipfel--orban-blockiert--eu-sucht-nun-loesung-ohne-ihn-37238514.html - * Viktor Orban prevents the EU from granting loans to Ukraine at a Brussels summit. * Orban demands resumed Russian oil supplies via the Druzhba pipeline as a condition for lifting his veto. * EU leaders, including Friedrich Merz, criticise Orban's stance and seek alternative solutions. * The EU considers other measures to provide Ukraine with necessary funding amid ongoing disagreements. * Hungary and Ukraine trade accusations over oil pipeline disruptions; an independent EU mission is planned to assess pipeline status.
422. https://www.irishtimes.com/business/markets/2026/03/20/stocks-turn-choppy-as-traders-parse-us-and-israels-iran-war-signals/ - * The International Energy Agency chief Fatih Birol warned that it could take up to six months to restore oil and gas flows from the Gulf region due to disruptions. * The war in the Middle East has caused volatility in oil and gas prices, with Brent crude near $109 per barrel, up about 6% this week. * European gas prices surged to three-year highs, affecting Europe’s energy bills and inflation forecasts. * Equity markets experienced volatility amid geopolitical tensions involving the US, Israel, and Iran. * The US and Israel's efforts to manage the conflict have influenced oil price movements; Israel announced it would no longer target energy infrastructure. * Market analysts emphasise the ongoing risk of a global energy crisis and inflation shocks, with rising interest rate bets as a result.
423. https://www.unz.com/pescobar/iran-moves-to-total-war-against-the-death-cult/ - * Iran responds to recent attack on South Pars gas field with extensive counter-measures, including targeting Qatar's LNG infrastructure. * The article discusses the significance of LNG trains, specifically Qatar's 14 trains, and their strategic targets for Iran. * It describes the new rules Iran has established for navigation through the Strait of Hormuz, including tolls and restrictions. * Iran views its actions as part of the First West Asia High-Tech Total War, employing advanced missile technology and infrastructural targeting. * The escalation involves a strategic focus on vital Israeli infrastructure under the Doctrine of Four Vital Organs. * The potential consequences include a prolonged regional conflict with economic and energy security implications.
424. https://www.radiofree.org/2026/03/19/iran-is-playing-the-long-game-prof-vali-nasr-on-what-to-expect-from-protracted-war-in-middle-east/ - * Iran bombed Israel’s in the South Pars gas field, leading Iran to attack energy sites across the Gulf. * Iran considers itself prepared for a prolonged war, gaining leverage over Israel and the US. * President Trump is contemplating deploying additional US troops to the Middle East amid ongoing tensions. * Iran's president has proposed terms for ending the war, including reparations and guarantees against future conflict. * Iran’s strategy may force the US to accept a less favourable exit from the conflict.
425. https://112.ua/en/ssa-gotuut-novi-sankcii-proti-rosii-hto-potrapit-pid-udar-cerez-kupivlu-energonosiiv-148377 - * The US Senate considers a bipartisan bill to impose sanctions on Russia, including tariffs on Russian energy imports. * The legislation may target nations such as China, India, Hungary, and Brazil for buying Russian energy. * The bill is part of broader efforts to isolate Russia economically amid its conflict in Ukraine. * Ukrainian President Zelenskyy supports the sanctions, viewing them as necessary to counter Russia. * The move aims to influence the global energy market and support Ukraine’s sovereignty.
426. https://punchng.com/send-warships-to-secure-strait-of-hormuz-trump-urges-allies/?utm_source=rss.punchng.com&utm_medium=web - * Donald Trump called on countries to deploy naval vessels to secure the Strait of Hormuz due to tensions in the Middle East involving Iran, Israel, and the US. * He mentioned efforts by nations affected by Iran's attempts to close the strait, including China, France, Japan, South Korea, and the UK. * The US White House supported the stance, emphasising plans to keep the strait open, safe, and free. * The Strait of Hormuz is a critical energy chokepoint, with over 20 million barrels of oil passing daily, impacting global supply and prices. * Regional conflicts and attacks on shipping have disrupted maritime traffic, raising fears of a wider economic impact.
427. https://www.elfinanciero.com.mx/mundo/2026/03/14/trump-asegura-que-paises-enviaran-buques-de-guerra-al-estrecho-de-ormuz-para-permitir-circulacion/ - * Donald Trump aseguró que "muchos países" enviarán buques de guerra al estrecho de Ormuz para mantenerlo abierto y seguro. * La medida se produce tras el anuncio del cierre del paso por parte del líder iraní Mojtaba Jamanei. * Trump afirmó que Estados Unidos destruir su capacidad militar, pero necesita ayuda internacional. * También anunció un bombardeo contra la Isla de Jarg en Irán. * Irán amenazó con destruir infraestructuras estadounidenses y las tensiones aumentaron en la zona. * Trump declaró que la Marina de EE. UU. escoltará petroleros si fuera necesario, con posibilidad de una coalición internacional.
428. https://www.aljazeera.com/video/newsfeed/2026/3/14/iran-says-strait-of-hormuz-will-not-be-reopened-to-us-ships?traffic_source=rss - * Iran's Expediency Council member states the Strait of Hormuz will not be reopened to US ships. * Calls for US ships to withdraw from the Gulf. * Strait of Hormuz normally carries about 20% of global oil supplies. * Shipping through the waterway has largely stalled since US-Israeli strikes on Iran on 28 February.
429. https://www.cbsnews.com/news/kharg-island-iran-war-what-to-know/ - * President Trump announced U.S. military strikes on Kharg Island, Iran's main oil export terminal, warning Iran against interfering with Strait of Hormuz shipping. * Kharg Island, located 20 miles off Iran's Gulf coast, handles 85–95% of Iran's crude exports and is vital for Iran's energy revenue. * Strikes threaten Iran's energy system, with potential global oil market impacts, as 20% of world oil transits the Strait of Hormuz. * The island has been previously targeted during the Iran-Iraq war and has been heavily fortified since. * Iran's military capabilities include asymmetric warfare tactics such as attacks on U.S. bases, militias, and maritime vessels in the Gulf.
430. https://www.straitstimes.com/world/middle-east/kuwait-refinery-hit-as-iran-says-missile-production-no-concern - * Kuwait reported a fire at its Mina Al-Ahmadi refinery on March 20 after a drone attack. * Iran claimed it has 'no concern' over missile production despite ongoing conflict. * Iran's missile industry continues to operate during wartime, according to Iranian authorities. * Iranian missile attacks targeted Israel and Gulf nations, causing damage but no casualties. * The conflict has led to increases in oil and gas prices and fears of lasting damage to global supplies.
431. https://www.aljazeera.com/news/2026/3/20/kuwait-oil-refinery-hit-again-as-iran-targets-gulf-energy-infrastructure - * Iranian missile and drone strikes hit Kuwait’s Mina al-Ahmadi refinery, causing shutdowns but no casualties. * Iran launched attacks across Gulf states, including the UAE, Bahrain, Saudi Arabia, and Israel. * Qatar’s Ras Laffan LNG terminal suffered severe damage, disrupting global LNG supply and costing an estimated $20bn. * Iran closed the Strait of Hormuz, impacting about a fifth of the world's oil and LNG transit, causing energy prices to surge. * The conflict’s escalation risks affecting energy markets and supply security worldwide.
432. https://www.dailymail.co.uk/debate/article-15645811/Trump-Iran-war-timeline-MARK-HALPERIN.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - • The US considers strikes on Iran's Kharg Island oil facilities amid escalating tensions in late 2026. • President Trump believes he has approximately 30 days before political and economic costs outweigh gains. • Iran’s leadership maintains strategic resilience, using asymmetric tactics and manipulating markets. • The conflict involves multiple actors, including Iran, the US, Israel, China, Saudi Arabia, and Russia. • The oil chokepoint of Strait of Hormuz remains a critical focus for global energy security and market stability.
433. https://www.reviewjournal.com/news/politics-and-government/iran-war-enters-its-third-week-as-2500-more-us-marines-are-being-sent-to-the-region-3724988/ - * The U.S. is sending an additional 2,500 Marines and an amphibious assault ship to the Middle East, as tensions escalate. * Iran threatened to target UAE ports after allegations of US strikes from UAE territory. * Iran’s foreign minister claimed US attacked Kharg Island and Abu Musa Island from near Dubai. * Iran urged regional residents to evacuate ports amidst threats of retaliation. * US officials confirmed destruction of military sites in Iran, with Israel conducting strikes targeting Iranian infrastructure. * An attack on the US embassy in Baghdad was reported, with no immediate claim of responsibility. * Lebanon faces a humanitarian crisis with significant casualties and displacement amid Israeli strikes on Hezbollah militants. * The US recent military build-up includes a large number of ships and aircraft in the region, with deployment of Marine units. * The strategic Strait of Hormuz faces heightened geopolitical tensions, with calls for international naval support to keep shipping routes open.
434. https://www.dailystar.co.uk/news/latest-news/breaking-trump-says-uk-countries-36867513 - * US President Donald Trump states that UK and other ally countries, along with the USA, will send warships to the Hormuz Strait. * The aim is to keep the strait open and safe amid tensions with Iran. * Trump claims Iran has been 'totally decapitated' but remains a threat through drones, mines, or missiles. * He mentions that China, France, Japan, South Korea, UK, and others may send ships to reduce Iran's influence. * His recent military action includes bombing Iran's Kharg Island oil reserves, escalating Middle East conflict. * The strait is a vital route for Gulf oil exports; recent actions have caused oil and gas prices to soar. * Critics call Trump's strategies 'disastrous', warning of impacts on the global economy and environment.
435. https://www.df.cl/internacional/ft/escenario-apocaliptico-para-los-mercados-de-gas-tras-el-ataque-con - * The Ras Laffan plant in Qatar, supplying 20% of global LNG, was damaged by missile attacks from Iran. * The attacks occurred on Wednesday night and Thursday morning, disrupting supplies. * Damage is expected to take three to five years to repair, costing QatarEnergy US$ 20 billion annually. * The loss of gas volume is approximately 17% of Qatar’s total capacity. * Prices for gas in Europe have increased 30%, and oil prices rose 10% to nearly US$ 119 per barrel. * Europe, relying on LNG imports since Russia reduced gas exports, faces intensified competition for supplies. * Replacement gas is limited, and some projects in the US are starting operations, but cannot fully compensate Qatar's loss. * The attack could delay Qatar's expansion plans at Ras Laffan for several months.
436. https://www.middleeasteye.net/news/ras-laffan-how-attack-qatar-gas-hub-will-have-huge-global-impact - * Iranian missile strikes caused 'significant damage' at Ras Laffan Industrial City, Qatar, impacting LNG production * The attack damaged two LNG trains and one gas-to-liquid facility, removing 17% of LNG export capacity * Disruption costs could reach $26 billion, with long-term effects potentially eclipsing Russia's invasion of Ukraine * Most exports are transported via the Strait of Hormuz, which Iran has effectively shut in response to regional conflicts * Asian countries, including Pakistan and Bangladesh, are most affected, facing energy shortages and higher costs
437. https://news.robotfx.org/2026/03/us-natgas-prices-rises-on-ras-laffan.html - * US natural gas futures increased over 2.5% to $3.144 per MMBtu following attacks on infrastructure in the Middle East. * Attackers, including Iran, targeted Ras Laffan in Qatar, impacting LNG export capacity, and other facilities in Abu Dhabi and Bahrain. * The attacks heightened supply concerns and caused interruptions in energy infrastructure. * The EIA reported a 35 billion cubic feet increase in natural gas inventories, suggesting easing heating demand as winter ends. * The material was provided by RobotFX.Org.
438. https://www.stl.news/global-markets-plummet-and-fuel-costs-surge-as-iran-strikes-gulf-refineries-across-several-nations/ - * Iran launched coordinated attacks on oil refineries in Saudi Arabia, UAE, and Kuwait, causing damage and halting production. * The attacks led to a surge in Brent crude oil prices, exceeding $120 per barrel. * Stock markets worldwide declined, with the Dow Jones falling over 800 points. * The geopolitical conflict has increased concerns over global oil supply security. * The attacks are linked to Iran's geopolitical tensions, sanctions, and regional influence struggles.
439. https://www.moneymag.com.au/current-geopolitical-events-investing - *Recent escalation in Iran conflict, involving US and Israeli strikes and threats to key shipping lanes such as the Strait of Hormuz, have increased energy supply risks.* *Market reactions include oil price spikes, higher energy stocks, and flight to safe-haven assets like gold and US dollar.* *European and Asian markets are more affected due to higher energy dependence.* *Uncertainty remains about the conflict's duration, supply chain implications, and inflationary pressures.* *Central banks face complex decisions affecting monetary policies, economic growth, and currency valuations.* *Traditional asset correlations are breaking down due to geopolitical shocks.
440. https://en.yna.co.kr/view/AEN20260320001600315 - * A senior official at Cheong Wa Dae states that an attack by Iran on Qatar's LNG complex is unlikely to disrupt South Korea's supply due to alternative sources. * The attack caused global energy prices to jump, with QatarEnergy warning of potential force majeure on LNG contracts with countries, including South Korea. * Qatar accounted for about 14% of South Korea's LNG imports this year. * South Korea is monitoring possible disruptions from a prolonged Middle East conflict and considering measures to stabilise petrochemical material supplies, notably naphtha. * The country plans to implement export controls on naphtha, which is transported through the Strait of Hormuz, a strategic shipping route affected by tensions involving Iran.
441. https://www.atlanticcouncil.org/content-series/fastthinking/why-the-iran-war-energy-shock-is-different/ - * Brent crude prices surged past $115 per barrel, up about 50% in a month, following attacks on Iran and Qatar's energy infrastructure. * Attacks on Qatar’s Ras Laffan industrial city, accounting for 20% of global LNG supply, raised fears of a structural supply disruption. * The conflict involves Iran maintaining control of the Strait of Hormuz, with ongoing regional attacks and disruptions from Russia’s war in Ukraine. * Experts highlight the elevated geopolitical and supply risks, with over 50% of global crude and gas production involved in these conflicts. * Reopening the Strait of Hormuz and neutralising Iran’s missile and drone capabilities are considered key to stabilising markets.
442. https://energynow.com/2026/03/war-in-iran-is-reshaping-the-global-gas-market-for-years-to-come/ - * The Iranian drone attack on Qatar’s Ras Laffan LNG plant has caused extensive damage, potentially delaying repairs and exports. * Disruptions in the Middle East have led to a significant decrease in global LNG supply. * Emerging economies in Asia face shortages, supply chain disruptions, and elevated LNG prices. * Major producers like the US and Australia may benefit from increased demand due to the crisis. * European and Asian countries could face energy shortages, price spikes, and competition for scarce supply.
443. https://www.descifrado.com/2026/03/19/south-pars-por-que-el-futuro-energetico-del-mundo-depende-de-un-yacimiento-de-gas-en-oriente-medio/ - * South Pars is the largest natural gas deposit globally, shared between Iran and Qatar. * It supplies over 70% of Iran's gas consumption and supports its exports. * The reserve has become critical for Iran amid sanctions and regional instability. * Iran faces technological obsolescence and requires investment to maintain production. * Qatar accelerates liquefied natural gas projects, creating economic tension with Iran. * Any disruption in South Pars could significantly raise gas prices in Asia and Europe.
444. https://www.novinite.com/view_news.php?id=237587 - * European natural gas prices increased by up to 35% following attacks on energy facilities in the Middle East. * The attacks included a missile strike by Iran on Qatar’s Ras Laffan liquefied natural gas plant. * Trading on the Dutch TTF hub rose 24.13% to 67.85 euros per megawatt-hour. * Qatar’s energy company confirmed "significant damage" to Ras Laffan, with safety and cooling operations ongoing. * Regional tensions increased, with warnings from U.S. President Donald Trump about potential retaliatory actions against Iran. * A drone strike on a Kuwaiti refinery added to regional energy supply risks. * Oil prices, including Brent crude, rose over 5% amid fears of global energy market instability.
445. https://www.thehindu.com/news/international/eu-asks-for-reopening-of-the-strait-of-hormuz-and-no-more-strikes-on-energy-water-sites/article70764061.ece/amp/ - * The European Council issued a joint statement demanding the reopening of the Strait of Hormuz and a moratorium on strikes on water and energy infrastructure. * The summit in Brussels discussed stabilising energy shipments, de-escalation, and restraint from warring parties. * EU leaders expressed concern over energy crisis, increased energy prices, and potential refugee crises caused by conflict. * Leaders rejected US requests to send military assets, emphasising that intervention in the Strait is not an option. * Some EU economies signalled readiness to support efforts to secure shipping lanes, conditional on the end of hostilities.
446. https://energy.economictimes.indiatimes.com/news/oil-and-gas/strait-of-hormuz-tensions-escalate-as-iran-targets-regional-energy-infrastructure/129690671 - * Iran increased attacks on oil and natural gas facilities around the Gulf in response to Israeli actions in Strait of Hormuz, raising global economic concerns. * The strikes included attacks on vessels near the UAE and Qatar, and damage to Saudi and Qatari energy facilities. * Brent crude oil surged above $119 per barrel, and natural gas prices doubled in the past month. * Qatar, Saudi Arabia, and UAE condemned Iran; Saudi Arabia's refinery and Qatar's LNG facility were hit, causing potential supply delays. * Israeli attacks and air raid shelters affected population but caused minimal damage.
447. https://peakoil.com/business/what-smart-people-are-saying-about-oils-latest-spike-to-nearly-120-a-barrel - * Brent crude rose above $119 a barrel, reaching levels last seen four years ago, due to geopolitical tensions in the Middle East. * European natural gas futures increased by 35%, influenced by the conflict and supply concerns. * Attacks on Qatar’s LNG plant followed Iran’s response to Israeli strikes, threatening energy market stability. * Analysts forecast potential global recession risks, stagflation, and increased market volatility due to supply disruptions. * Experts cited include Jeremy McKeown, Chris Beauchamp, Paul Krugman, Susannah Streeter, Peter Boockvar, and Daniel Casali.
448. https://www.tehrantimes.com/news/524804/Giant-tanker-forced-to-back-down-as-Iran-successfully-maintains - * Iran's IRGC forces a Barbados-flagged tanker to retreat in the Strait of Hormuz after it challenged transit restrictions. * Iran asserts control over the waterway with recent operations including striking a civilian tanker, seizing another vessel, and attacking a US-owned tanker. * Global oil prices surge past $118 per barrel, with significant supply disruptions affecting regional and international markets. * Major global shippers suspend transits through the Persian Gulf, and Iraq's oil exports are severely reduced, indicating a regional energy supply crisis. * Western countries face difficulties in forming a naval coalition to challenge Iran's control, with notable reluctance from NATO allies.
449. https://www.publimetro.com.mx/noticias/2026/03/20/gasolina-mas-cara-asi-es-como-la-escalada-con-iran-puede-golpear-el-bolsillo-de-millones/ - * The conflict involving Iran and attacks on energy assets threaten global energy markets. * The International Energy Agency (IEA) warns of significant disruption if key routes like the Strait of Hormuz are affected. * Market reactions include Brent crude exceeding 110 dollars per barrel and a surge in gas prices in Europe following Ras Laffan shutdown. * Disruption may increase costs for consumers and industries in Europe, Asia, and the US due to higher fuel, gas, and transport prices. * The US government states no export restrictions are planned, but risks of supply shortages remain if tensions escalate.
450. https://www.devdiscourse.com/article/headlines/3844225-escalating-conflict-us-israeli-strikes-intensify-energy-crisis - * Israel intensified its offensive against Iran, targeting Tehran's infrastructure. * Iran retaliated by hitting Qatar's liquefied natural gas facility. * The conflict has caused disruptions to energy infrastructure and affected global markets. * Efforts are ongoing by European nations and Japan to secure safe passage through the Strait of Hormuz. * Energy security concerns are linked to geopolitical tensions involving Iran, Israel, the US, and regional partners.
451. https://www.perthnow.com.au/news/conflict/eu-urges-pause-in-strikes-on-energy-water-facilities-c-22004026 - * The European Union leaders urged a moratorium on military strikes against energy and water facilities in the Middle East. * The EU summit conclusions were made in Brussels amid concerns about escalating conflict and impact on global energy. * The US and Israeli war on Iran has led to damage to Middle East gas infrastructure, with European natural gas prices surging by up to 35%. * Iran and Israel struck key gas facilities, including Ras Laffan in Qatar, causing long-term LNG export reductions. * The conflict heightened risks of a global gas crisis, with disruptions expected to last months or years.
452. https://coastaldigest.com/india-among-nations-hit-as-qatar-lng-supplies-disrupted-amid-gulf-conflict/ - * Qatar’s LNG exports have been significantly impacted following regional hostilities linked to the Iran–US–Israel conflict, affecting global supply. * About 17% of Qatar's LNG export capacity is affected, with some facilities offline for three to five years. * Key export contracts to countries including India, China, Italy, Belgium, and South Korea may invoke force majeure. * Damage to Qatar’s Ras Laffan LNG plant and other facilities has prompted operational halts, with repair times up to a year or more. * Disruption could lead to reduced global supplies of condensate, LPG, helium, and other petrochemicals, impacting markets including India’s gas supply.
453. https://www.ndtv.com/world-news/iran-war-news-qatars-17-lng-exports-disrupted-in-iran-attacks-these-nations-impacted-11241053#publisher=newsstand - * Iranian strikes damaged Qatar's LNG facilities, causing disruptions for 3 to 5 years and $20 billion in lost revenue.* QatarEnergy declared force majeure on LNG contracts for Italy, Belgium, South Korea, and China.* The attacks targeted Ras Laffan, Qatar's largest LNG plant, and damaged LNG trains impacting supplies to Europe and Asia.* Damage has set the region back 10 to 20 years, affecting global supply chains.* Exports of condensate, LPG, helium, naphtha, and sulphur have also declined, impacting various industries.
454. http://www.koreapost.com/news/articleView.html?idxno=47915 - * Qatar's LNG production facilities in Ras Laffan were attacked, causing supply disruptions. * Global LNG importers seek alternative supply, with increased US LNG imports. * US maintains stable prices and operational levels despite Middle East tensions. * US LNG companies' shares rose following Qatar attack news. * Qatar considers declaring force majeure on long-term contracts, with repairs estimated to take 3–5 years.
455. https://www.seoul.co.kr/news/newsView.php?id=20260320500010 - * QatarEnergy CEO announces potential declaration of force majeure on long-term LNG supply contracts with South Korea and other countries due to damage from Iran's attack.
456. https://ultimasnoticias.com.ve/actualidad/respuesta-militar-irani-a-agresion-de-eeuu-e-israel-afecta-exportaciones-de-gas-de-qatar/ - * The military response from Iran against US and Israel-linked positions damaged Qatar's energy infrastructure. * Near 17% of Qatar's LNG export capacity was disabled in Ras Laffan industrial zone. * Damage affected two processing units and caused closure of a gas-to-liquid plant. * Estimated annual revenue loss for Qatar is approximately 20 billion USD. * Damage threatens global gas supply, especially for Europe and Asia, with repair timelines of three to five years.
457. https://ultimasnoticias.com.ve/actualidad/respuesta-militar-irani-a-agresion-de-eeuu-e-israel-afecta-exportaciones-de-gas-de-qatar/ - * La respuesta de Irán impactó la infraestructura energética de Qatar, principal exportador de GNL mundial. * Ataques en Ras Laffan dañaron unidades de procesamiento y cerraron una planta de conversión de gas. * La capacidad exportadora de Qatar se redujo en un 17%, afectando mercados globales y regiones dependientes de gas. * Las reparaciones podrían tardar entre tres y cinco años, con una pérdida estimada de 20.000 millones de dólares en ingresos. * ExxonMobil, con participación significativa en QatarEnergy, sufrió daños en unidades clave, con costos de reparación de 26.000 millones de dólares. * QatarEnergy identificó a fuerzas iraníes como responsables y desplegó equipos de emergencia en Ras Laffan.
458. https://www.ajunews.com/view/20260320055937628 - * QatarEnergy's CEO announces potential declaration of force majeure on long-term LNG contracts with Korea, China, Italy, and Belgium, up to 5 years. * Attack on LNG facilities damages 17% of Qatar's export capacity, requiring 3-5 years to restore. * Korea imports about 9-10 million tons of LNG annually from Qatar. * Disruption may lead to increased reliance on spot market prices, affecting industry and household gas bills. * Tensions in the Gulf region follow attacks between Iran and Israel, impacting energy infrastructure.
459. https://www.ajunews.com/view/20260320055937628 - * QatarEnergy's CEO states potential declaration of force majeure for LNG contracts with South Korea, China, Italy, and Belgium due to facility attack. * Damage from the attack has put 17% of Qatar's LNG export capacity at risk, requiring 3-5 years for recovery. * South Korea imports 9-10 million tonnes of LNG annually from Qatar. * If force majeure is declared, shortages may need to be covered by spot market purchases, raising domestic gas prices. * Attack occurs amidst regional tension following Iran-Israel conflict and coordinated Gulf region energy facility strikes.
460. https://www.middleeasteye.net/news/ras-laffan-how-attack-qatar-gas-hub-will-have-huge-global-impact - * Iranian missile strikes caused 'significant damage' at Ras Laffan Industrial City, Qatar, on Wednesday. * Damage to LNG trains and gas facilities reduced Qatar’s LNG export capacity by 17%, with production sidelined for 3-5 years. * The attack will cost approximately $20 billion in lost revenue, affecting global LNG supplies. * Most gas from Ras Laffan is transported via the Strait of Hormuz, now effectively shut by Iran. * Asian countries, accounting for 90% of Qatar's LNG exports, are hardest hit by supply disruptions.
461. https://news.robotfx.org/2026/03/us-natgas-prices-rises-on-ras-laffan.html - ['* US natural gas futures increased by more than 2.5%, reaching around $3.144 per MMBtu.', '* Prices rebounded from earlier weekly losses amid supply concerns following Iran’s attacks on energy infrastructure in the Middle East.', '* Iran launched missile strikes on Qatar’s Ras Laffan Industrial City, the world’s largest LNG export terminal, and other facilities in the region.', '* Operations at the Habshan gas facilities in Abu Dhabi were suspended due to missile debris, and LNG infrastructure in Bahrain was targeted by missile barrages.', '* The EIA reported a 35 billion cubic feet increase in natural gas inventories, suggesting easing heating demand as winter ends.']
462. https://www.middleeasteye.net/news/ras-laffan-how-attack-qatar-gas-hub-will-have-huge-global-impact - * Iranian missile strikes caused significant damage at Ras Laffan Industrial City, Qatar, impacting LNG exports. * The attack damaged two LNG trains and one gas-to-liquid facility, reducing 17% of LNG capacity. * Disruption will sideline 12.8 million tonnes of LNG annually for 3-5 years, costing $20bn in revenue. * Qatar’s condensate exports will fall by 24%, LPG by 13%, helium by 14%, and other outputs by varying percentages. * Asian countries using Qatar’s LNG will be hardest hit, especially Pakistan and Bangladesh, with increased energy costs and rationing.
463. https://www.middleeasteye.net/news/ras-laffan-how-attack-qatar-gas-hub-will-have-huge-global-impact - • Iranian missile strikes damaged Ras Laffan, Qatar's LNG hub, causing significant disruption. • The attack damaged two LNG trains and one gas-to-liquid facility, removing 17% of Qatar's LNG export capacity. • Disruption will sideline 12.8 million tonnes of LNG annually for 3-5 years, with $20bn in lost revenue. • Most LNG is transported via the Strait of Hormuz, now effectively shut, compounding supply issues. • Asia, reliant on 90% of Qatari LNG exports, will face the greatest impact, with supply shortages and increased prices.
464. https://www.france24.com/en/gas-prices-soar-as-energy-infrastructure-is-attacked-in-gulf - - Natural gas prices increased amid attacks on energy infrastructure in the Middle East. - Ras Laffan plant in Qatar sustained significant damage, affecting global LNG supplies. - The plant produces around a fifth of the world's LNG. - The damage could take years to repair. - The World Trade Organisation warned a trade slowdown may increase food insecurity.
465. https://www.df.cl/internacional/ft/escenario-apocaliptico-para-los-mercados-de-gas-tras-el-ataque-con - * Gas plant at Ras Laffan, Qatar, damaged by missile attacks, causing a potential six-year disruption. * The plant supplies about 20% of the world's LNG, with damages expected to take 3-5 years to repair. * Prices in Europe have increased 30%, more than doubling since the conflict began; oil prices rose 10%. * Significant loss of gas volume equivalent to 17% of Qatar’s capacity; plans for expansion delayed. * Countries including UK, Italy, Belgium, Korea, China, Japan, and South Korea face supply shortages and increased competition for LNG.
466. https://news.google.com/rss/articles/CBMipAFBVV95cUxPaXc5Y2tyejFiLTJDQXZxbkQyNy1RdUplSThLZlBaN1l0MFpkWkljTU1ZNUlxMWEtei0wSi1rS2Q0ZkRmdXJNOC1uVjJVRl9zT19HMDVDOG9RWHJfb3o2czE0c3NxQVE0SFJRclVrbFZqTTNibmRZSnEtamxvbmh1TUJCbEFpN3h4aFlmc0JacUtlNWZCcXB3SkJJSndRQXJoVXc1Mw?oc=5&hl=en-US&gl=US&ceid=US:en - * European natural gas prices rose significantly on Thursday, with the Dutch TTF contract reaching its highest since January 2023. * The increase was driven by Iranian strikes targeting Qatar’s Ras Laffan complex, disrupting about one-sixth of Qatar’s LNG export capacity. * The disruption is projected to last three to five years, impacting global LNG supplies and increasing prices in Europe and Asia. * European wholesale gas prices have doubled since the Iran conflict erupted on February 28, prompting inflation concerns. * European, Asian, and US market players are assessing supply disruptions, with some considering alternative fuels and evaluating asset impacts.
467. https://news.google.com/rss/articles/CBMipAFBVV95cUxPaXc5Y2tyejFiLTJDQXZxbkQyNy1RdUplSThLZlBaN1l0MFpkWkljTU1ZNUlxMWEtei0wSi1rS2Q0ZkRmdXJNOC1uVjJVRl9zT19HMDVDOG9RWHJfb3o2czE0c3NxQVE0SFJRclVrbFZqTTNibmRZSnEtamxvbmh1TUJCbEFpN3h4aFlmc0JacUtlNWZCcXB3SkJJSndRQXJoVXc1Mw?oc=5&hl=en-US&gl=US&ceid=US:en - * European natural gas prices surged, with the Dutch TTF contract reaching its highest since January 2023. * The surge followed attacks on Qatar’s Ras Laffan complex, disrupting approximately one-sixth of Qatar’s LNG exports, lasting three to five years. * European and Asian markets experience significant price increases and supply disruptions. * QatarEnergy may declare force majeure on some contracts, affecting shipments to Italy, Belgium, South Korea, and China. * European gas prices rose 22%, Brent crude exceeded $119 per barrel amid inflation concerns and tightening energy markets.
468. https://inews.co.uk/news/politics/uk-apocalypse-energy-crisis-hike-bills-years-4304495 - * Iranian strikes on Qatar’s Ras Laffan liquefied natural gas complex caused global gas price spikes, with QatarEnergy estimating repairs could take 3 to 5 years. * UK natural gas prices surged by over 20%, influencing household bills and energy market dynamics. * The crisis may lead to a 'race for LNG between Asia and Europe', impacting global supply and prices. * UK households are protected from energy price increases for three months due to the energy price cap, but future costs are uncertain. * Government models scenarios based on potential prolonged blockage of key shipping lanes like the Strait of Hormuz, which could exacerbate energy price volatility.
469. https://news.google.com/rss/articles/CBMipAFBVV95cUxPaXc5Y2tyejFiLTJDQXZxbkQyNy1RdUplSThLZlBaN1l0MFpkWkljTU1ZNUlxMWEtei0wSi1rS2Q0ZkRmdXJNOC1uVjJVRl9zT19HMDVDOG9RWHJfb3o2czE0c3NxQVE0SFJRclVrbFZqTTNibmRZSnEtamxvbmh1TUJCbEFpN3h4aFlmc0JacUtlNWZCcXB3SkJJSndRQXJoVXc1Mw?oc=5&hl=en-US&gl=US&ceid=US:en - * European natural gas prices surged, with the Dutch TTF contract reaching its highest intraday point since January 2023. * The increase followed Iranian strikes on Qatar’s Ras Laffan complex, disrupting about 20% of Qatar’s LNG export capacity. * QatarEnergy reported two LNG trains offline, risking force majeure on long-term deals and affecting shipments to multiple countries. * Asian LNG prices doubled, with regional utilities shifting to coal and local fuels amid shipping disruptions. * Markets responded with a 22% surge in European gas and crude oil prices rising past $119 per barrel. * EU considers measures like tax relief and state aid; prices could drop if Gulf shipping resumes and hostilities cease.
470. https://www.faz.net/aktuell/wirtschaft/klima-nachhaltigkeit/gas-ist-jetzt-doppelt-so-teuer-wie-vor-dem-krieg-200650576.html - * Europäische Gaspreise steigen am Donnerstag deutlich, mit einem Anstieg um bis zu 35 Prozent für den April-Kontrakt und einer Steigerung auf etwa 64 Euro je Megawattstunde. * Konflikte zwischen Israel und Iran führen zu Angriffen auf das iranische Gasfeld South Pars sowie die iranische Raketenangriffe auf Ras Laffan in Qatar, was zu erheblichen Schäden an der Gasinfrastruktur führt. * Qatar Energy berichtet von Schäden an 17 Prozent der LNG-Exportkapazität, was zu Versorgungsengpässen in Asien führt; Reparaturen könnten drei bis fünf Jahre dauern. * Der Ausfall der qatarischen Lieferungen könnte in Europa zu höheren Gaspreisen und Versorgungsschwierigkeiten führen, da nur ein Viertel der Gasversorgung langfristig gesichert ist. * Die Bundesregierung versucht, die Lage zu beruhigen, betont die Bedeutung der Versorgungssicherheit, während die Energiebranche mehr langfristige Verträge fordert.
471. https://www.seoul.co.kr/news/newsView.php?id=20260319500306 - * QatarEnergy CEO states that the company may declare force majeure for up to five years on LNG supply contracts with Korea, China, Italy, and Belgium following facility damages. * The attacks by Iran damaged 17% of Qatar's LNG export capacity, with recovery estimated to take 3–5 years. * This could lead to supply shortages in Korea, impacting domestic gas prices and supply stability. * The damage involves two LNG plants and one GTL facility, reducing annual LNG output by 12.8 million tonnes. * The loss in revenue from damaged facilities is estimated at around USD 20 billion annually.
472. https://www.zerohedge.com/energy/worlds-largest-lng-complex-burning-us-export-terminals-are-running-full-out - * Attacks in the Middle East on March 18-19 caused damage to Qatar's Ras Laffan LNG complex and other energy targets, leading to shutdowns and force majeure. * The Ras Laffan complex houses about 77 MTPA of liquefaction capacity, roughly 20% of global LNG supply, which has been offline since early March. * US LNG terminals are operating at or near full capacity, with flows increasing sharply, but cannot compensate for Qatar's outage. * Market impacts include a surge in natural gas prices, Brent crude rising to around $114/bbl, and European storage falling. * Infrastructure damage in Qatar could lead to multi-year outages, exacerbating global LNG supply shortages.
473. https://sana.sy/economy/2430606/ - * The Ras Laffan LNG complex in Qatar, the world's largest liquefied natural gas producer, remains shut, removing large energy quantities from the market. * The shutdown follows attacks on the Persian Gulf's South Pars field and damage from missile strikes, impacting operations. * The disruption, ongoing for over three days, increases global economic pressures amidst low surplus capacity and strategic reserves. * The ongoing outage risks reshaping the natural gas market, with prolonged disruptions potentially causing global supply deficits. * The incident could lead to significant market shortages if it lasts longer than a month.
474. https://www.zerohedge.com/energy/worlds-largest-lng-complex-burning-us-export-terminals-are-running-full-out - * Attacks on Middle East energy facilities, including Qatar's Ras Laffan LNG complex, cause damage and disrupt global energy markets. * Qatar's LNG capacity of 77 MTPA is roughly 20% of global LNG supply, already offline due to prior strikes. * US LNG terminals are operating at or near full capacity, with flows reaching nearly 20 Bcf/d. * Disruption in Qatar's LNG exports, approximately 10.2 Bcf/d, cannot be fully replaced by US exports. * Further damage could prolong outages, impacting European and Asian markets. * US projects like Golden Pass and Corpus Christi are critical for global supply security.
475. https://www.rt.com/news/635565-eu-energy-tsunami-dmitriev/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * Kremlin envoy Kirill Dmitriev warned of an impending oil and gas price surge in Europe, citing conflicts in the Middle East and disruptions to maritime energy flows.* *Dmitriev criticised the EU for rejecting Russian energy, claiming it contributes to the predicted crisis.* *Energy conflicts include attacks on pipelines like Nord Stream and TurkStream, and a Russian-linked LNG tanker incident.* *EU politicians debate reinstating Russian energy imports, but the European Commission plans to continue phasing out Russian fossil fuels by 2027.*
476. https://www.zerohedge.com/energy/worlds-largest-lng-complex-burning-us-export-terminals-are-running-full-out - * Attacks in the Middle East, including strikes on Qatar's LNG facilities, disrupt approximately 20% of global LNG supply. * Qatar's Ras Laffan LNG complex, with about 77 MTPA capacity, has been offline since March 2 due to prior drone strikes. * US LNG export terminals are running at or near maximum capacity, with flows reaching nearly 20 Bcf/d. * The ongoing damage in Qatar could take months or years to repair, affecting global supply and prices. * European and Asian markets face higher prices and supply risks as Qatar's exports decline significantly.
477. https://tass.com/politics/2104069 - * Gazprom reports escalation and repelling of attacks on gas export infrastructure via TurkStream and Blue Stream pipelines to Turkey, March 17-19. * Attacks involved UAVs on compressor stations, no damage reported. * Russian authorities attribute attempts to sabotage TurkStream and Blue Stream pipelines. * Gazprom recorded these attacks following President Putin’s remarks about potential sabotage. * TurkStream is the only active Russian gas pipeline to Europe after Ukraine transit was halted.
478. https://www.washingtonexaminer.com/policy/energy-and-environment/4497440/strikes-qatari-lng-facilities-threaten-global-supply/ - * Iranian retaliatory strikes on Qatar’s LNG infrastructure caused extensive damage and disrupted nearly 17% of QatarEnergy’s export capacity. * The attacks impacted global LNG supply, particularly affecting Europe and Asia, with damage to Ras Laffan, the world's largest LNG export plant. * Prices for European natural gas increased, with Dutch TTF prices rising from under $64 to about $83 per megawatt-hour. * The conflict raises concerns about future LNG replenishment for Europe and potential supply shortages during winter. * The US, producing its own gas, has not seen price effects but is affected by broader energy market fluctuations due to the Iran conflict.
479. https://taz.de/Attackiertes-Gasfeld-South-Pars/!6164158/ - * Israel attacked the Iran-held South Pars gas field, the largest gas reserve in the world, on Wednesday. * The attack caused significant damage to liquefied natural gas (LNG) facilities in Ras Laffan, Qatar, and other energy infrastructure in Iran and Saudi Arabia. * The Iran-Iraq conflict has previously targeted oil and gas facilities, including South Pars and North Dome. * The gas field is shared between Iran and Qatar, with Qatar controlling about two-thirds. * Iran and Qatar have reported damage and disruptions to their gas production and exports since the attack.
480. https://www.unian.ua/economics/energetics/viyna-v-irani-vdarila-po-rinku-gazu-svit-na-porozi-sudnogo-dnya-13320843.html - * Global gas market enters deep crisis amid Middle East conflict and supply disruptions.* Closure of Ras Laffan LNG plant in Qatar after drone attack marks first outage in three decades.* Weekly shutdowns of the plant threaten energy supply equivalent to powering Sydney for a year.* Conflict impacts global energy chains, increasing prices for petrol, aviation fuel, and causing shortages and civil unrest.* Russia benefits by increasing LNG supplies to China amid European demand decline.
481. https://www.krone.at/4082790 - * Attacks damaged two LNG production trains and one Gas-to-Liquids (GTL) plant. * 12.8 million tonnes of LNG are missing from the global market annually. * The attacks occurred shortly after Israel targeted Iranian gas infrastructure. * The incident causes concern over gas supply stability in Europe and the region. * The attacks were carried out by a Muslim country during Ramadan, causing regional tensions.
482. https://crypto.news/iran-strikes-gulf-energy-network-as-oil-surges-past-110-crypto-markets-react/ - * Iran’s IRGC launched retaliatory strikes on energy facilities in the Gulf, including Qatar, Kuwait, Saudi Arabia, and the UAE, causing supply disruptions. * Brent crude exceeded $110 per barrel, with a peak of $116, and European gas prices increased over 25% amid fears of damage to Gulf energy infrastructure. * Qatar’s Ras Laffan LNG terminal sustained extensive damage, leading QatarEnergy to suspend production, impacting global LNG supply. * Iran also targeted Kuwait’s Mina Al-Ahmadi refinery, a Saudi Aramco refinery in Yanbu, and halted gas exports to Iraq. * The attacks intensified regional tensions, prompting threats from Tehran to target additional Gulf energy sites and causing market declines in oil, gas, equities, and cryptocurrencies.
483. https://investinglive.com/commodities/qatarenergy-provides-a-damage-assessment-on-the-facilities-hit-yesterday-20260319/ - * QatarEnergy states that Iran targeted Ras Laffan industrial city, causing damage to two LNG trains and a gas-to-liquids facility. * The damaged facilities could result in the loss of 12.8 million tonnes of LNG annually, representing about 17% of Qatar's exports. * The attack may lead to force majeure declarations on contracts with Italy, Belgium, Korea, and China. * European gas prices increased by 30%, with global LNG supply disrupted for three to five years. * The incident affects Qatar's global LNG share and heightens energy market tensions amid ongoing geopolitical conflicts.
484. https://www.edaily.co.kr/News/Read?newsId=06300886645384960&mediaCodeNo=257&OutLnkChk=Y - * QatarEnergy CEO mentions potential declaration of force majeure for LNG supplies to South Korea, Italy, Belgium, and China for up to 5 years * Force majeure could be declared due to disruptions, affecting long-term LNG contracts * Qatar's LNG imports in 2022 included 14.9% from Qatar, with Australia and Malaysia as major suppliers * Fire occurred at Qatar’s Ras Laffan facility after Iran's attack on nearby gas facilities * US President Trump warns Iran against further attacks on Qatar’s LNG infrastructure
485. https://oilprice.com/Energy/Natural-Gas/Qatar-LNG-Hit-Turns-Into-Multi-Year-Crisis.html - * Qatar’s LNG outage will last three to five years due to damage at Ras Laffan complex, according to QatarEnergy CEO Saad al-Kaabi. * About 17% of Qatar’s LNG export capacity is sidelined, creating a multi-year supply loss. * European gas prices surged by up to 35%, reacting to the long-term disruption. * The damage shifts expectations from short-term to long-term supply constraints, affecting global markets. * Asia, Europe, and global markets will face increased competition for LNG, with supply shortages expected to persist.
486. https://www.middleeasteye.net/news/qatar-calls-immediate-end-us-israeli-war-after-attack-gas-facility - * Qatar calls for an immediate end to the US-Israeli war on Iran, without conditions.* Qatar’s Ras Laffan LNG facility was hit by missiles, knocking out 17% of Qatar’s LNG export capacity.* The attack caused an estimated $20 billion in lost revenue and will take three to five years to repair.* Iran targeted the vicinity of Saudi Arabia’s port of Yanbu, impacting energy exports.* The incident affects LNG supply and prices in Asia and Europe.* Qatar supplies around 20% of global LNG.
487. https://www.unian.ua/economics/energetics/viyna-v-irani-vdarila-po-rinku-gazu-svit-na-porozi-sudnogo-dnya-13320843.html - * The global gas market enters a deep crisis due to war in Iran and Middle East conflicts. * Major liquefied natural gas (LNG) supply disruptions occur, notably at Ras Laffan in Qatar. * Extended outages threaten to cause energy shortages comparable to the 2022 energy crisis. * Countries such as Pakistan face potential electricity shortages; Europe and Asia may face LNG shortages. * Russia and the US benefit from the crisis through increased exports, with China accelerating pipeline projects.
488. https://oilprice.com/Energy/Natural-Gas/Qatar-LNG-Hit-Turns-Into-Multi-Year-Crisis.html - * Qatar’s LNG outage will last three to five years due to damage at Ras Laffan, according to QatarEnergy. * About 17% of Qatar’s LNG export capacity is sidelined, causing market disruptions. * European gas prices surged up to 35% and the forward curve has repriced higher. * The crisis shifts assumptions from short-term to multi-year supply loss. * Asia and Europe will face increased competition for LNG cargoes, impacting prices and inventories.
489. https://www.oilandgas360.com/weekly-gas-storage-03-13/#utm_source=rss&utm_medium=rss&utm_campaign=weekly-gas-storage-03-13 - * The EIA reports a net increase of 35 Bcf in natural gas inventories as of March 13, 2026. * Total working gas in storage is 1,883 Bcf, within the five-year range. * The increase was observed across all regions except for the Midwest and Pacific. * The Mountain and Pacific regions are above the five-year average. * Stocks are 177 Bcf higher than last year.
490. https://brusselsmorning.com/europe-gas-prices-surge/95935/ - * Europe experienced a sharp rise in natural gas prices due to tightening supply conditions, geopolitical tensions, and seasonal demand. * Market volatility increased with rapid price swings, driven by low storage levels, pipeline disruptions, and global competition for LNG. * Consumers face higher heating and electricity costs, while energy-intensive industries confront rising production expenses. * Governments are deploying policies such as increasing storage capacity and diversification efforts, with a focus on renewable energy. * The situation highlights Europe’s structural vulnerabilities and may accelerate the transition to energy independence.
491. https://hotnews.ro/rusia-acuza-ca-atacurile-ucrainene-ii-pun-in-pericol-exporturile-de-gaze-vin-intr-un-moment-de-destabilizare-extrema-2198146 - * Russia condemns increased Ukrainian attacks on Gazprom compressor stations affecting major pipelines TurkStream and Blue Stream. * The pipelines transport Russian gas through the Black Sea to Turkey and onwards to European countries. * The attacks occur during a period of rising gas prices due to the Middle East conflict. * Russia has targeted Ukrainian energy infrastructure, including electricity and heating networks. * Kremlin spokesperson Dmitri Peskov describes recent attacks as a threat to international energy routes and a time of 'extreme destabilisation'.
492. https://www.rt.com/russia/635546-kremlin-warns-global-fallout-ukraine-drones/?utm_source=rss&utm_medium=rss&utm_campaign=RSS - * Gas prices have spiked due to an international supply crisis, worsened by Ukrainian drone attacks on Russian gas infrastructure. * Ukraine launched drones targeting TurkStream and Blue Stream pipelines, with no damage reported. * Russian officials warned that the attacks could destabilise the global energy situation. * The strikes coincided with escalations in the US-Israeli war against Iran, affecting natural gas infrastructure and prices. * Gazprom accused Ukraine of sabotage; President Putin suggested Western involvement.
493. https://energy.economictimes.indiatimes.com/news/oil-and-gas/iran-attack-wipes-out-17-of-qatar-lng-capacity-never-in-my-wildest-dreams-says-qatarenergy-ceo/129682366 - * Iran's attacks on Qatar damaged LNG export facilities, impacting 17% of Qatar's LNG capacity, with repair estimates of three to five years.* * The attacks raise concerns over prolonged disruptions in global LNG supplies.* * QatarEnergy CEO Saad al-Kaabi states the damage could lead to force majeure on supply agreements affecting Italy, Belgium, South Korea, and China.* * QatarEnergy reports extensive damage and fire at Ras Laffan after missile strikes; no injuries reported.* * Iran’s actions are condemned by Qatar and mark a regional escalation with potential global energy market implications.*
494. https://economictimes.indiatimes.com/news/international/world-news/qatar-iran-attack-lng-ras-laffan-damage-supply-disruption-force-majeure-global-energy-crisis-qatar-pm-statement/articleshow/129682113.cms - * Iranian strikes damaged Qatar’s LNG infrastructure in Ras Laffan, affecting 17% of Qatar’s LNG export capacity. * Repairs could take 3 to 5 years, potentially disrupting supplies to major global markets. * Losses estimated at $20 billion annually, with 12.8 million tonnes of LNG capacity wiped out. * QatarEnergy declared force majeure on certain LNG supply contracts; facilities evacuated following warnings of further attacks. * Iran warned of possible further escalation amid regional tensions, provoking reactions from US officials and Gulf countries.
495. https://en.yna.co.kr/view/AEN20260319010800320 - * QatarEnergy CEO Saad al-Kaabi warned of potential force majeure declarations on LNG contracts with South Korea, Italy, Belgium, and China due to damage to two LNG production trains.
496. https://bitcoinworld.co.in/qatar-lng-supply-shock-force-majeure/ - * Qatar, the world's largest LNG exporter, faces substantial supply disruptions due to technical issues and maintenance at key facilities. * The supply shock reduces Qatar’s LNG output by approximately 15-20%, impacting global markets from March 2025. * Market response includes surging LNG prices and increased hedging, with European and Asian nations at risk of energy security threats. * Technical challenges involve heat exchanger reliability and infrastructure constraints, with resolution expected in weeks. * The event may influence long-term LNG market negotiations and infrastructure diversification strategies.
497. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5253120-%D9%83%D9%8A%D9%81-%D8%A3%D8%B9%D8%A7%D8%AF%D8%AA-%D8%A3%D8%B3%D8%A7%D8%A8%D9%8A%D8%B9-%D9%85%D9%86-%D8%A7%D9%84%D8%B5%D8%B1%D8%A7%D8%B9-%D8%B1%D8%B3%D9%85-%D8%AE%D8%B1%D9%8A%D8%B7%D8%A9-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2-%D8%A7%D9%84%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%9F - * تضررت منشآت غاز طبيعي مسال في رأس لفان، قطر، بسبب هجمات صاروخية وأحداث عنف، وأُعلن عن أضرار جسيمة ووقف الإنتاج. * توقفت معظم منشآت رأس لفان، ثاني أكبر مصدر للغاز الطبيعي المسال في العالم، عن العمل، مما يعرض خُمس المعروض العالمي للخطر. * ارتفاعات قياسية في أسعار الغاز، مع قفزة تتجاوز 70% في أوروبا و88% في آسيا، وتوقعات بارتفاع متوسط سعر الغاز إلى 30 دولاراً لكل مليون وحدة حرارية عام 2026. * يُهدد انقطاع الإنتاج بتقليص الإمدادات وتفاقم أزمة التضخم الطاقي في أوروبا، وتأثيرات طويلة الأمد على السوق العالمية. * تعتبر رأس لفان مركزًا استراتيجياً، وتوفر أكثر من 19% من صادرات الغاز الطبيعي المسال عالمياً، وتغطي حصة كبيرة من استهلاك دول مثل الهند، الصين، وأوروبا.
498. https://marhaba.qa/qatarenergy-confirms-damage-to-lng-facilities-following-iranian-attacks/ - * QatarEnergy confirms that recent Iranian attacks caused significant damage to facilities responsible for 17% of LNG export capacity. * Repairs are expected to take three to five years. * The damage may lead to force majeure declarations on long-term LNG contracts, including shipments to Italy, Belgium, South Korea, and China. * The two damaged LNG trains represent approximately USD26 billion in construction costs. * QatarEnergy CEO Saad al Kaabi expressed concern over the attacks during Ramadan.
499. https://arynews.tv/iran-hits-qatar-gas-plant - * Iran missile attacks have caused extensive damage at QatarEnergy's LNG facilities in Ras Laffan. * Qatar has halted LNG output and declared force majeure on shipments. * The site processes 20% of global LNG supply and Qatar is a major LNG producer. * Qatar's LNG facilities are concentrated in Ras Laffan, about 80 km from Doha. * QatarEnergy supplies Europe and Asia, with over 80% of customers in China, Japan, India, South Korea, and Pakistan.
500. https://energy.economictimes.indiatimes.com/news/oil-and-gas/iran-attack-wipes-out-17-of-qatar-lng-capacity-never-in-my-wildest-dreams-says-qatarenergy-ceo/129682366 - * Iran's recent attacks on Qatar caused significant damage to LNG export facilities, affecting around 17% of Qatar's LNG capacity. * The damage may take three to five years to repair, raising concerns over prolonged supply disruptions. * QatarEnergy CEO Saad al-Kaabi indicated the possibility of force majeure on LNG supply agreements. * The attacks mark a regional escalation, impacting global energy markets and Qatar's exports. * No injuries reported; fires contained at Ras Laffan industrial area after missile strikes.