Commodities Report: Natural gas futures | 2026-03-27 18:50 UTC [GQXZ] | Mixed | rangebound

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1. https://www.mees.com/2026/3/27/oil-gas/hormuz-closure-deals-reputational-blow-to-lng/914d0f10-29e9-11f1-a298-bd2ff557d9ca - • Strait of Hormuz closure extends into a second month, affecting global gas markets. • Immediate loss of 83mn t/y capacity from Qatar and UAE. • Qatari supplies expected to be reduced for up to five years due to missile strike damage. • Damage to LNG facilities at Ras Laffan, Qatar, caused by Iran’s missile attack. • LNG supply disruptions impacting global availability and market reputation.
2. https://www.zerohedge.com/markets/qatarenergy-declares-forcemajeure-lng-shipments-through-may-representing-many-90-cargoes - * QatarEnergy has declared force majeure on some LNG supply contracts, affecting up to 90 cargoes.* The declaration is due to damage from Iranian attacks on Qatar’s Ras Laffan gas facility and ongoing regional conflicts.* The damage results in the loss of 17% of Qatar’s LNG export capacity, with repairs expected to take 3-5 years.* The supply disruptions threaten exports to Europe and Asia, with potential impacts on LNG availability.* Other petroleum companies in Kuwait and Bahrain have also invoked force majeure.
3. https://www.zerohedge.com/energy/will-qatarenergys-lng-fiasco-derail-goldmans-prewar-view-mega-lng-wave - * QatarEnergy warns that 17% of its LNG export capacity could be offline for three to five years due to recent damage to Ras Laffan gas facility. * The disruption caused an estimated $20 billion in annual revenue loss and threatens LNG supplies to Europe and Asia. * The damages raise questions about Goldman analyst Samantha Dart's previous forecast of a 'largest-ever LNG supply wave' and market stability through 2027. * James Bevan notes a shift in the global LNG market advantage towards U.S. Gulf Coast LNG due to Qatar's hampered flows. * The potential prolongation of tight LNG markets might alter earlier expectations of oversupply in the market.
4. https://www.sondakika.com/ekonomi/haber-chevron-dan-avustralya-da-lng-uretim-kesintisi-aci-19694036/ - * Chevron reports that severe weather has deepened existing LNG production outages in western Australia. * The incidents occurred around 26 March at Wheatstone and Gorgon facilities, influenced by tropical cyclone Narelle. * LNG production is temporarily halted at Wheatstone and one line at Gorgon, with full restart pending safety. * The disruptions impact Australia’s export capacity and potentially cause short-term market fluctuations, especially in Asia. * The global LNG market also faces supply concerns related to other geopolitical and weather-related outages.
5. https://www.zerohedge.com/markets/qatarenergy-declares-forcemajeure-lng-shipments-through-may-representing-many-90-cargoes - * QatarEnergy declares force majeure on LNG supply contracts, affecting up to 90 cargoes. * The disruption is related to damage from Iranian attacks on Ras Laffan and broader geopolitical conflicts. * Up to 20% of global LNG flows are impacted amid ongoing blockade and regional conflicts. * Repairs to Qatar’s LNG infrastructure are expected to take 3-5 years, causing significant supply disruptions. * The move follows recent force majeure declarations by petroleum companies in Kuwait and Bahrain.
6. https://www.zerohedge.com/energy/will-qatarenergys-lng-fiasco-derail-goldmans-prewar-view-mega-lng-wave - - QatarEnergy warns 17% of LNG exports could be offline for 3-5 years due to conflict damage. - Disruption causes a shift in global LNG flows, particularly in the Gulf region. - Goldman Sachs analyst Samantha Dart's previous forecast of a major LNG supply wave is questioned. - Qatar's LNG disruption may delay the anticipated oversupply and impact prices. - U.S. Gulf Coast LNG could benefit from reduced Qatar exports, altering market share dynamics.
7. https://tass.com/politics/2108051 - * Moscow reports ongoing Ukrainian attempts to damage Blue Stream and TurkStream gas pipelines through aerial attacks on compressor stations in the Black Sea region. * The Russian Foreign Ministry made the statement during a meeting with the Turkish Ambassador in Moscow. * Incidents include a strike on March 26 in the Black Sea involving unmanned surface vehicles and drones against a Turkish oil tanker near Turkey’s territorial waters. * The security situation in the Black Sea region was discussed.
8. https://www.zerohedge.com/commodities/first-qatar-supply-shock-now-cyclone-chaos-slams-major-australian-lng-plants - * Tropical Cyclone Narelle has disrupted operations at three major Australian LNG facilities, including Gorgon, Wheatstone, and North West Shelf. * The Australian outages account for roughly 8.4% of global LNG supply and come amid existing supply issues from Qatar and Iran. * US remains the top LNG exporter, with Australia now the second-largest. * Australian outages are likely to drive up LNG spot prices in Asia and Europe. * Market analysts warn prolonged outages could exacerbate global LNG supply tightness and market crises.
9. https://www.zerohedge.com/markets/qatarenergy-declares-forcemajeure-lng-shipments-through-may-representing-many-90-cargoes - * QatarEnergy declares force majeure on LNG supply contracts, potentially affecting up to 90 cargoes. * The declaration is linked to damage caused by Iranian attacks on Ras Laffan, reducing Qatar’s LNG capacity. * The damage has led to a loss of approximately 17% of Qatar’s LNG export capacity, with repairs estimated to take 3-5 years. * Disruptions are compounded by ongoing conflicts involving the US, Israel, Iran, and regional attacks. * The situation impacts LNG supply to Europe and Asia, with a significant threat to global LNG flows.
10. https://www.zerohedge.com/energy/will-qatarenergys-lng-fiasco-derail-goldmans-prewar-view-mega-lng-wave - - Around 17% of QatarEnergy's LNG export capacity is offline due to damage to Ras Laffan gas facility, with repairs taking 3-5 years. - This disruption affects global LNG supplies, especially to Europe and Asia. - Goldman Sachs' forecast of a 'largest-ever LNG supply wave' was based on stable supply, now potentially challenged. - James Bevan of Criterion Research suggests U.S. LNG is gaining market share as Qatar's flows remain hampered. - The outlook for stable prices through 2027 may be revised due to ongoing disruptions.
11. https://english.pravda.ru/news/world/166358-nord-stream-us-russia-talks/ - * Russian Foreign Minister Sergey Lavrov stated that the US has expressed interest in controlling the Nord Stream and Nord Stream 2 pipelines. * Lavrov accused Western intelligence services of supporting the 2022 sabotage of these pipelines. * Former US adviser George Papadopoulos suggested the US is interested in investing in the pipelines. * Reports indicate possible US negotiations to bypass the EU and relaunch the pipelines, with management transferred to the US. * The US CIA may have had early knowledge of sabotage plans, which were reportedly financed by a Ukrainian sponsor. * Ukrainian officials, including Valerii Zaluzhnyi, allegedly approved the sabotage operation without Zelensky's knowledge.
12. https://www.unian.ua/economics/energetics/viyna-v-ukrajini-rosiya-znovu-vgatila-po-ukrajinskomu-gazovidobutku-13329354.html - • On 26-27 March, Russia attacked gas extraction facilities operated by Naftogaz Ukraine in Poltava region, causing a halt in operations and a fire. • The president of Naftogaz Ukraine, Sergey Korcecky, reported equipment damage and operational stoppage. • Since the start of 2023, Russia has conducted approximately 40 attacks on Ukrainian gas infrastructure. • As a result of damage, 5040 subscribers in Poltava were cut off from gas supply. • Previous attacks involved drone strikes on gas facilities in Kharkiv and Poltava regions, with fires reported at attacked sites.
13. https://jamaicainquirer.com/what-is-lng-and-what-is-it-used-for/ - * The US-Israeli war on Iran has led to severe disruptions in LNG supplies from the Gulf, affecting global energy markets. * Shipping through the Strait of Hormuz has been impacted, with Qatar halting LNG production and other nations rerouting supplies. * LNG is natural gas cooled to -162°C, enabling safe and efficient transport; it is used for residential heating, power generation, industrial applications, and transport. * Major exporters include the US, Australia, Qatar, Russia, and Malaysia; key importers include China, Japan, South Korea, India, and Taiwan. * Disruptions affect fertiliser production, helium supply, and regional energy security, especially in South Asia, with Pakistan and Bangladesh heavily reliant on LNG imports.
14. https://www.luxtimes.lu/europeanunion/europes-gas-dilemma-gets-more-acute-as-storage-season-starts/144653397.html - * European gas storage is at its lowest for this time of year since 2022, with inventories in the Netherlands at 6% and in Germany at 22%. * The start of the storage injection season faces uncertainty due to geopolitical tensions and disrupted LNG supplies from the Middle East. * Traders are cautious, delaying storage refilling as the current spread between summer and winter gas prices is too narrow for profitable purchasing. * The conflict in the Middle East and Strait of Hormuz blockade have contributed to higher LNG prices and increased competition between Europe and Asia. * Authorities advise early storage injection to prevent supply shortages and price surges, but traders are waiting to see market developments.
15. https://zn.ua/POLITICS/ssha-khotjat-kontrolirovat-severnye-potoki-lavrov.html - * Russian Foreign Minister Sergei Lavrov claims that the US seeks to dominate global energy markets and wants to take control of the Nord Stream pipelines in the Baltic Sea. * The pipelines were damaged in explosions in September 2022, disrupting Russian gas transit to Europe. * Lavrov states the US aims to control Nord Stream as part of its broader goal to dominate energy markets, citing Venezuela and Iran as examples. * German authorities issued arrest warrants for seven suspects, primarily Ukrainian citizens, linked to the Nord Stream explosions. * Investigations suggest all operatives are Ukrainian, but some officials deny involvement; the case is ongoing.
16. https://www.panarmenian.net/eng/news/331926/ - * Armenia plans to relocate a 5.5-kilometre segment of its gas pipeline from Georgia, due to safety and maintenance issues in the border area. * The application has been submitted to Georgia's Environmental Supervision Department. * The pipeline in question was mined in the 1990s and is situated in a trilateral border zone. * The new pipeline segment will be constructed on the Armenian side, several kilometres away from the mined area. * The pipeline supplies Russian gas to Armenia via Georgia, meeting most of Armenia’s gas demand.
17. https://oilprice.com/Latest-Energy-News/World-News/Cyclone-Causes-Outages-at-Australias-Top-LNG-Projects.html - * A cyclone disrupts operations at three LNG facilities in Australia, including Chevron’s Gorgon and Wheatstone, Santos’ Barossa, and Woodside’s North West Shelf. * Outages started this week, with operators stating full resumption will occur when safe. * Gorgon and Wheatstone are the largest LNG projects in Australia, with capacities of 15.6 and 8.9 million tons per year, respectively. * LNG supply has been reduced due to weather and geopolitical factors, contributing to increased prices in Asia and Europe. * The Australian government considers a windfall profit tax on energy companies amid soaring prices.
18. https://www.oedigital.com/amp/news/537411-totalenergies-to-uphold-lng-supply-contracts-amid-qatar-outages - * TotalEnergies' CEO Patrick Pouyanne announced the company would not declare force majeure on LNG contracts amid Qatar outages. * Qatar, the world's largest LNG producer, declared force majeure on all LNG output following geopolitical attack. * TotalEnergies aims to maintain security of supply despite Qatar outages, redirecting LNG from other sources. * Shell declared force majeure on its QatarEnergy LNG cargoes. * Pouyanne stated that the energy crisis enhances the attractiveness of renewables.
19. https://oilprice.com/Latest-Energy-News/World-News/Cyclone-Causes-Outages-at-Australias-Top-LNG-Projects.html - • A cyclone caused outages at Chevron’s Gorgon and Wheatstone in Australia, as well as Santos and Woodside facilities. • Gorgon is Australia's largest LNG project with 15.6 million tons annual capacity. • Disruptions have contributed to a 143% increase in Asia and 85% in Europe gas prices since February. • The Australian government is considering a windfall profit tax on energy companies due to soaring LNG prices.
20. https://www.naftemporiki.gr/finance/world/2091066/lavrof-oi-ipa-theloyn-na-katalavoyn-ton-elegcho-ton-agogon-nord-stream/?utm_source=rss&utm_medium=rss&utm_campaign=lavrof-oi-ipa-theloyn-na-katalavoyn-ton-elegcho-ton-agogon-nord-stream - • Russian Foreign Minister Sergei Lavrov claims US seeks control of Nord Stream pipelines. • Lavrov criticises US strategy extending beyond Europe to countries like Venezuela and Iran. • The Wall Street Journal reports a US investor considering acquiring Nord Stream 2 in 2024. • Sabotage in September 2022 damaged the pipelines, impacting Russian gas exports to Europe. • Investigations have not definitively identified perpetrators; a Ukrainian suspect was detained in Italy in 2025.
21. https://www.ndtvprofit.com/world/two-chinese-container-ships-attempt-hormuz-exit-before-u-turning-11273913 - * Two Chinese container ships linked to Cosco Shipping Corp. attempted to exit the Strait of Hormuz, then made a U-turn near Iran on Friday. * The ships signalled Chinese ownership to ensure safe passage, marking the first such attempt by Cosco vessels. * Iran has tightened control over the waterway, halting vessel traffic and increasing threats, impacting Gulf supply chains. * The ships are Hong Kong-flagged, with a capacity of about 19,000 TEUs, and are among the largest container ships built a decade ago. * Iran's threats and attacks have led to ships leaving the region via alternative routes or delaying transits.
22. https://www.business-standard.com/markets/commodities/red-sea-tensions-could-push-brent-to-new-cycle-high-in-april-says-analyst-126032700598_1.html - * Ongoing Middle East conflict, US–Israel military escalation, and potential deployment of additional US troops are heightening geopolitical risks in April. * Iran’s retaliatory strikes and disruption of Strait of Hormuz significantly affect global oil supply, turning geopolitical risk into supply shocks. * Iran’s mining and attack on energy infrastructure has affected multiple Gulf states, with over 40 assets damaged. * Strait of Hormuz’s effective closure and reliance on alternative routes have caused supply constraints for Gulf exporters. * Rising energy costs are feeding into inflation, affecting macroeconomic stability and policy easing prospects, with a potential continued rise in Brent and WTI prices in April due to escalation risks.
23. https://kalimpongonlinenews.blogspot.com/2026/03/india-among-nations-allowed-passage.html - * Iran permitted India, China, Russia, Iraq, and Pakistan to pass through the Strait of Hormuz for commercial shipping, according to Iranian Foreign Minister Seyed Abbas Araghchi. * The Strait of Hormuz is a strategic waterway handling approximately 20% of global oil and LNG, with prices surging after Iran's virtual blockade. * Iran stated that ships linked to its adversaries will not be allowed to transit through the waterway, citing a state of war and regional conflict. * India has made diplomatic efforts to ensure energy flow and avoid disruption due to the blockade, warning of serious consequences for fuel and fertiliser security. * US President Donald Trump has warned Iran of severe consequences over the waterway's closure.
24. https://news.google.com/rss/articles/CBMigwFBVV95cUxQczkwYlEtWFFmaFNVcUpWNkNOQWtucjlNcnFTZ1dWZGRybFpqNUxBNlVZd2xtbGx3YWlySThFUnU4VlVCWExobHdfZnlQcjAzWUhKN09fWnpBcFB0Mnl3ZVRRcVN2VmlBZEtwOGc3dHU2d3NWYTdqSWpZa05UaGktOFoxcw?oc=5&hl=en-US&gl=US&ceid=US:en - * Russian Foreign Minister Sergei Lavrov states the US is seeking to dominate the Nord Stream gas pipelines in the Baltic Sea. * Pipelines were damaged by an explosion in September 2022, severing Russian gas transit to Europe. * Lavrov discusses US efforts to control global energy markets, citing Venezuela and Iran. * The US interest is linked to the US's broader aims to dominate energy markets. * The Wall Street Journal reported an American investor seeking to buy Nord Stream 2 in 2024.
25. https://www.devdiscourse.com/article/business/3852633-geopolitical-tensions-heighten-market-volatility-a-global-financial-outlook - • Global financial markets experience significant downturn, with stock markets losing $7 trillion • Oil and gas prices increase by 70% and 85%, respectively, amid geopolitical unrest • Iran war outbreak and U.S. deadline for Tehran increase uncertainty • Investors focus on macroeconomic data, earnings, and future energy technology viability • Geopolitical instability and rising energy prices create economic uncertainty
26. https://oilprice.com/Latest-Energy-News/World-News/Japan-Considers-Switch-From-LNG-to-Coal.html - * Japan is contemplating increasing coal-fired power generation to address a liquefied natural gas (LNG) supply shortage and high prices. * The proposal could remove the 50% utilization cap on coal plants, potentially reducing LNG consumption by half a million tonnes annually. * Japan, the world's second-largest LNG importer, is also planning to buy LNG for its strategic reserves, starting January. * A delay in LNG supplies from QatarEnergy, due to force majeure declared after Iranian strikes, is prompting Japan to seek alternative sources. * The country previously secured a long-term LNG deal with QatarEnergy, scheduled for 2028 delivery, now likely delayed.
27. https://oilprice.com/Latest-Energy-News/World-News/Japan-Considers-Switch-From-LNG-to-Coal.html - * Japan may lift the 50% utilisation rate cap on coal-fired power plants in the upcoming fiscal year, potentially reducing LNG consumption by 500,000 tons annually. * Japan imports around 4 million tons of liquefied natural gas each year, primarily from the Middle East. * The country plans to buy LNG for its strategic reserve at a rate of 70,000 tons monthly starting January, but exports from QatarEnergy were delayed due to force majeure. * JERA, Japan’s largest LNG buyer, had a long-term supply agreement with QatarEnergy for 3 million tons annually, starting in 2028, which is now delayed.
28. https://www.scmp.com/news/world/middle-east/article/3348142/israel-launches-strikes-iran-no-sign-diplomatic-breakthrough?utm_source=rss_feed - *Israel launched a wave of strikes on targets in Tehran and western Iran, targeting missile production and storage sites.* *The attacks occurred amid increased US and Israeli military actions related to Iran's control of the Strait of Hormuz.* *US President Trump offered Iran a ceasefire proposal, including relinquishing control of the strait, while increasing military presence in the region.* *The US extended a deadline for Iran to open the Strait of Hormuz, with the possibility of military action.* *Iran denies negotiations are ongoing.*
29. https://www.thehindubusinessline.com/economy/prolonged-west-asia-conflict-to-cut-growth-in-asia-by-13-points-spike-inflation-by-32-points-over-2026-27-adb/article70791660.ece - * The Asian Development Bank (ADB) reports that a prolonged conflict in the Middle East could reduce economic growth in Asia and the Pacific by 1.3 percentage points and increase inflation by 3.2 points over 2026-2027. * The conflict threatens energy supply routes, notably the Strait of Hormuz, affecting around 20% of global oil and LNG trade, with prices rising to nearly $120 per barrel. * Disruptions in energy markets, trade, supply chains, and financial conditions are highlighted as risks. * Weaker Gulf economies could reduce remittances and labour demand. * The report calls for policy responses including energy diversification and macroeconomic stability measures.
30. https://www.thehindubusinessline.com/economy/trumps-iran-war-pushes-india-to-rekindle-old-friendship-with-russia/article70791712.ece - * India and Russia agree to prepare for Russia to resume direct LNG sales, potentially breaching Western sanctions. * Negotiations following a March 19 meeting in Delhi, with possible completion in weeks. * India plans to increase crude oil imports from Russia, possibly doubling to at least 40% of its total imports. * India has approached the US for sanctions waivers to purchase Russian LNG. * The development occurs amidst US-UK actions on Iran and concerns over energy supply disruptions.
31. https://www.eldia.com/nota/2026-3-27-0-47-44-israel-elimina-al-jefe-naval-irani-clave-en-ormuz-el-mundo - * Israel announced the death of Alireza Tangsiri, commander of the Islamic Revolutionary Guard Corps navy, in an air strike. * The operation targeted a figure responsible for the blockade of the Strait of Hormuz, disrupting one of the world's key shipping routes. * The Strait of Hormuz was, for 26 days, blocked by drone and missile attacks attributed to Iran's Revolutionary Guard. * US Central Command (CENTCOM) supported the operation, describing the Iranian navy as in irreversible decline. * The event marks a significant geopolitical development with impacts on energy markets and regional stability.
32. https://www.ndtv.com/opinion/iran-war-is-now-all-about-future-of-strait-of-hormuz-11273173#publisher=newsstand - * Iran legislates to claim sovereignty over the Strait of Hormuz amid ongoing conflict with the US and Israel. * US extended threats to bomb Iran's energy infrastructure while engaging in negotiations. * Iran demands US guarantees to cease hostilities and regional support before talks. * Iran's strategic goal includes turning Hormuz into a tolling zone, impacting global oil and gas trade. * Analyses suggest Iran perceives itself in a stronger position, with the potential to escalate conflict over Hormuz.
33. https://www.ndtv.com/india-news/india-petrol-prices-today-diesel-prices-india-today-where-your-rs-2-000-spent-on-petrol-goes-taxes-iran-and-oil-companies-11273098#publisher=newsstand - - The article details components of petrol price in India, including import costs, taxes, and dealer commissions. - It explains recent reductions in central excise duty and their limited effect on retail prices due to rising global crude prices. - The surge in international crude prices, driven by geopolitical issues such as the Iran war, has impacted domestic petrol prices. - State taxes vary by city, influencing local petrol prices. - India relies heavily on the Hormuz Strait for oil imports; current geopolitical tensions threaten supply routes. - The government maintains India’s oil reserves to mitigate potential shortages amid global conflicts.
34. https://www.perfil.com/noticias/internacional/ormuz-se-descongela-estados-unidos-reporta-un-aumento-de-buques-y-el-fin-de-la-paralisis-total.phtml - * The Strait of Ormuz shows signs of reactivation, marking a turning point in the global energy crisis. * US Secretary of the Treasury Scott Bessent reports a significant increase in ships moving towards and from the Gulf. * The US attributes the flow to military pressure on Tehran, facilitating oil movement. * President Donald Trump postponed planned attacks on Iran’s electrical infrastructure until 6 April, citing a gesture of goodwill by Tehran. * US claims success in military operations, with Iran’s leadership reportedly neutralised and over 1,500 fatalities in Iran. * Iran permitted ten US vessels to depart in exchange for a delay, aiming to prevent total blackout. * US conditions focus on ensuring continuous oil transit and a negotiated settlement involving Iran, Lebanon, and Iraq.
35. https://www.businesstoday.in/bt-tv/whats-hot/video/netanyahu-says-israel-killed-irgc-navy-chief-vows-continued-strikes-on-iran-522655-2026-03-27?utm_source=rssfeed - * Israeli Prime Minister Benjamin Netanyahu announced that Israel has killed Iran’s IRGC Navy commander. * The killing is linked to accusations of orchestrating the closure of the Strait of Hormuz. * Netanyahu pledged to continue targeting the Iranian regime as part of military operations. * The development raises concerns over regional stability and global energy supplies. * The Strait of Hormuz remains a key chokepoint for oil shipments worldwide.
36. https://investinglive.com/commodities/cyclone-narelle-disrupts-8-of-global-lng-supply-from-australia-20260327/ - * Cyclone Narelle disrupts LNG output in Western Australia, leading to shutdowns at Chevron's Gorgon and Wheatstone plants. * The outage affects facilities accounting for approximately 8% of global LNG supply. * Disruptions also impact Woodside’s North West Shelf via upstream supply issues. * Severe weather also knocks offshore gas platforms offline, affecting feedstock flows. * The disruption adds to global LNG tightness caused by prior Qatar outages and geopolitical risks. * Chevron states shutdowns are precautionary, with duration uncertain depending on weather and safety conditions. * The outage exacerbates global energy market pressures, risking higher spot prices amid strong Asian and European demand. * Increasing weather-related risks are raising concerns over energy security and infrastructure resilience.
37. https://investinglive.com/commodities/cyclone-narelle-disrupts-8-of-global-lng-supply-from-australia-20260327/ - * Cyclone Narelle disrupts LNG output in Western Australia, affecting key facilities operated by Chevron and Woodside. * Chevron halts production at Gorgon and Wheatstone LNG plants; upstream supply to Woodside’s North West Shelf is impacted. * Total impact accounts for roughly 8% of global LNG supply. * Severe weather also knocks offshore platforms offline, disrupting feedstock flows. * The disruption adds to market pressure amid prior outages in Qatar and geopolitical tensions. * Market response includes risks of further tightening spot markets and increasing competition for cargoes. * Duration of the outage is uncertain; safety precautions are in place for restart.
38. https://investinglive.com/commodities/cyclone-narelle-disrupts-8-of-global-lng-supply-from-australia-20260327/ - * Cyclone Narelle causes shutdowns at Australian LNG export facilities, affecting about 8% of global supply. * Chevron halts production at Gorgon and Wheatstone plants; Woodside’s North West Shelf impacted. * Offshore platforms also knocked offline by severe weather. * Disruptions add to existing global LNG supply tightness caused by Qatar outages and geopolitical risks. * Market implications include potential further price increases and market tightness amid ongoing supply shocks.
39. https://www.defconalerts.com/p/iran-rejects-us-ceasefire-plan-demands - * Iran formally rejects the US 15-point ceasefire proposal and issues five counter-demands, including sovereignty over the Strait of Hormuz. * US forces, including approximately 2,000 troops from the 82nd Airborne, deploy to the Gulf region. * Iran's counter-demands include protective measures, reparations, and sovereignty over Hormuz, highlighting strategic leverage. * Pakistan confirms its role as mediator between Washington and Tehran. * US confirms ongoing military strikes on Iranian targets since late February, with significant damage reported. * Iran's demand for sovereignty over Hormuz aims to secure a strategic waterway crucial for global oil transit.
40. https://www.cmjornal.pt/mais-cm/especiais/conflito-no-medio-oriente/detalhe/dois-navios-da-chinesa-cosco-shipping-comecam-a-atravessar-estreito-de-ormuz - *Two ships from COSCO Shipping started crossing the Strait of Ormuz via a "safe corridor" provided by Iranian authorities.* *The ships, Indian Ocean and Arctic Ocean, navigated outside the strait, previously being held in the Persian Gulf.* *The passage occurs after a blockade caused by US and Israeli attacks on Iran and Iran's retaliations.* *The ships are mainly empty containers, with possible negotiations ongoing for loaded vessel passage.* *This move follows COSCO's resumption of container bookings to the Middle East, impacting regional trade and oil prices.*
41. https://economictimes.indiatimes.com/news/international/world-news/us-eyeing-nord-stream-takeover-says-russias-lavrov/articleshow/129840454.cms - * Russian Foreign Minister Sergei Lavrov claims the US is aiming to dominate the Nord Stream gas pipelines in the Baltic Sea. * Lavrov made the statement amid investigations into the September 2022 explosion that damaged the pipelines. * The incident severely impacted Russian gas transit to Europe, although Russia had largely ceased deliveries. * Lavrov cited US ambitions in energy markets, referencing Venezuela and Iran. * The Wall Street Journal reported in 2024 that an American investor was seeking to buy Nord Stream 2.
42. https://www.newarab.com/news/trump-extends-iran-energy-infrastructure-destruction-deadline - * US President Donald Trump extends deadline for destruction of Iranian energy infrastructure until 6 April 2026. * Trump claims diplomatic efforts with Iran are progressing, with Iran requesting more time. * Iran has allowed ten ships to pass through Strait of Hormuz, under Iranian control. * Germany and Pakistan are involved in diplomatic efforts, with Pakistan taking a lead role. * Israel continues strikes against Iran, aiming to target Tehran. * Emergency Security Council meeting scheduled by Russia.
43. https://pelop.gr/kyklonas-stin-afstralia-pagose-to-15-ton-exagogon-sta-ypsi-oi-times-logo-mesis-anatolis/ - * Ο κυκλώνας «Ναρέλ» σαρώνει τις ακτές της Δυτικής Αυστραλίας, διακόπτοντας τρεις μεγάλες μονάδες LNG. * Οι μονάδες Gorgon και Wheatstone της Chevron, και Karratha της Woodside Energy, τέθηκαν εκτός λειτουργίας. * Οι μονάδες καλύπτουν συνολικά πάνω από το 15% των παγκόσμιων εξαγωγών LNG. * Η απώλεια αυτής της παραγωγής ενισχύει την ενεργειακή ανασφάλεια και πιέζει τις τιμές σε παγκόσμιο επίπεδο. * Οι τιμές LNG στην Ασία έχουν ήδη υπερδιπλασιαστεί από τα τέλη Φεβρουαρίου λόγω συγκυριών Μέσης Ανατολής και οίκων Νότιας Αυστραλίας.
44. https://www.jpost.com/middle-east/article-891397 - * The UAE has expressed willingness to participate in a multinational maritime task force to reopen the Strait of Hormuz, with Abu Dhabi potentially deploying its navy. * The UAE aims to create a 'Hormuz Security Force' to defend the strait from Iranian attacks and escort shipping. * The UAE faces frequent Iranian missile and drone attacks and describes Iran's actions as 'blatant Iranian aggression.' * Senior UAE officials, including Sultan al-Jaber, criticised Iran for blocking the strait and cited economic impacts. * Several US allies have declined immediate military support; France is seeking partners for a mission, contingent on US-Israeli operations ending.
45. https://news.abplive.com/news/world/iran-military-mobilization-youth-volunteers-us-confrontation-fears-intensify-tehran-reports-1833157 - * Over one million ground forces have been mobilised in Iran, according to reports from Tehran-based Tasnim news agency. * The mobilisation involves Iran’s military, IRGC, and Basij militia, driven by fears of US confrontation. * Diplomatic engagement between Iran and the US has broken down, with both sides issuing threats and warnings. * The Strait of Hormuz has become a flashpoint, with Iran warning it could be shut if the US attempts control. * US military resources have been strained, with depletion of munitions amid escalating tensions. * Iranian actions include restricting maritime traffic in the Strait, affecting oil shipments and signalling strategic defiance.
46. https://pelop.gr/kyklonas-stin-afstralia-pagose-to-15-ton-exagogon-sta-ypsi-oi-times-logo-mesis-anatolis/ - * Ο κυκλώνας «Ναρέλ» σαρώνει τις δυτικές ακτές της Αυστραλίας, διακόπτοντας τις τρεις μεγαλύτερες εγκαταστάσεις LNG της χώρας. * Οι μονάδες Gorgon, Wheatstone και Karratha έχουν τεθεί εκτός λειτουργίας, που συνολικά εισφέρουν πάνω από το 15% των παγκόσμιων εξαγωγών LNG. * Το φυσικό φαινόμενο συμβαίνει εν μέσω γεωπολιτικής έντασης στη Μέση Ανατολή, με το Στενό του Ορμούζ να παραμένει κλειστό. * Οι τιμές LNG στην Ασία έχουν ήδη υπερδιπλασιαστεί από τις 28 Φεβρουαρίου, λόγω πολεμικών συγκρούσεων και διακοπής εξαγωγών. * Η διακοπή αυξάνει τις ανησυχίες για παγκόσμια ενεργειακή ασφάλεια και πιέζει περαιτέρω τις τιμές.
47. https://www.nationalheraldindia.com/international/six-killed-in-qom-airstrikes-as-trump-pauses-attacks-on-iran-energy-sector-till-6-april - * US President Donald Trump delays planned strikes on Iran’s energy infrastructure until 6 April, signalling a pause in escalation. * Trump extends a deadline linked to Iran reopening the Strait of Hormuz amid ongoing negotiations. * Iran's Revolutionary Guards conducted missile and drone strikes targeting sites in Israel and Gulf countries hosting US forces. * Iranian military operations involved long- and medium-range missiles and drones, including targeting a US-made Patriot system in Bahrain. * Iran’s actions coincide with Israel increasing ground operations in southern Lebanon against Hezbollah, raising regional tensions.
48. https://pakobserver.net/trump-pauses-attacks-on-iranian-energy-sites-for-10-days-says-talks-going-very-well/ - * President Donald Trump announced a temporary pause in attacks on Iranian energy facilities until April 6, 2026, citing progress in talks with Iran. * The pause follows escalating conflict and US-Israeli strikes on Iran over nuclear negotiations starting February 28. * The conflict has affected regional stability, caused military relocations, and contributed to rising global energy prices. * Iranian retaliation included attacks on US bases in the Middle East, damaging facilities in Kuwait, Qatar, Bahrain, and Saudi Arabia, with personnel relocating to hotels.
49. https://namibiadailynews.info/over-350-vessels-awaiting-irans-permit-for-passage-through-strait-of-hormuz/ - - Over 350 vessels, including 25 supertankers, 200 oil tankers, and 70 LNG/CNG carriers, are waiting for Iran’s permission to pass through the Strait of Hormuz. - The waterway remains closed to US, Israel, and their allies, with no vessel allowed passage without Iran’s approval. - The vessels have been ordered to power down systems and stay stationary. - Iranian authorities, including IRGC Navy Commander Alireza Tangsiri, emphasised vessels must coordinate with Iran. - The blockade follows Iran’s retaliation to US and Israeli attacks, involving missile and drone strikes and increased control over the Strait.
50. https://pelop.gr/kyklonas-stin-afstralia-pagose-to-15-ton-exagogon-sta-ypsi-oi-times-logo-mesis-anatolis/ - * Ο κυκλώνας «Ναρέλ» σαρώνει τις ακτές της δυτικής Αυστραλίας, διακόπτοντας τρεις μεγάλες μονάδες παραγωγής LNG. * Οι μονάδες Gorgon, Wheatstone και Karratha αναστέλλουν την λειτουργία τους, συνολικά επηρεάζοντας πάνω από το 15% των παγκόσμιων εξαγωγών LNG. * Οι παγκόσμιες τιμές LNG έχουν αυξηθεί ήδη από τις 28 Φεβρουαρίου και αναμένεται περαιτέρω άνοδος λόγω των διακοπών. * Η κατάσταση επιδεινώνεται από τις συγκρούσεις στη Μέση Ανατολή και το κλειστό Στενό του Ορμούζ, που περιορίζει τις παραδόσεις. * Η ενεργειακή αγορά αντιμετωπίζει έντονες πιέσεις και αυξημένη ανασφάλεια λόγω των εξελίξεων."), "accuracy": "high accuracy, low bias and no paid content
51. https://kashmirobserver.net/2026/03/27/trump-gives-iran-time-till-april-6-to-reopen-strait-of-hormuz/ - * US President Donald Trump extends deadline for Iran to open the Strait of Hormuz to April 6. * Trump indicates he will delay bombing Iran’s energy plants. * The update occurs amid a diplomatic impasse and increased military forces in the region. * Iran tightens control over the Strait of Hormuz amid escalating tensions. * Regional conflicts involve Israel, Lebanon, and Gulf nations.
52. https://tass.com/world/2107821 - * Shipping through the Strait of Hormuz could resume if Iran stops threatening international shipping, according to US Secretary of State Marco Rubio.* The statement was made on March 27.* Iran had previously threatened to close the strait to vessels linked to the US, Israel, and allies.* Iran’s IRGC launched retaliatory strikes during a conflict with Israel and the US, which began after a military operation against Iran on February 28.* Iran announced passing arrangements for friendly countries including Russia, India, Iraq, China, and Pakistan.* The conflict involves military, geopolitical, and security aspects concerning the Strait of Hormuz.
53. http://www.ecns.cn/cns-wire/2026-03-27/detail-ihfaytev9468744.shtml - • Two 20,000-TEU ships operated by China's COSCO SHIPPING Lines began transiting the Strait of Hormuz on Friday. • The vessels, CSCL Indian Ocean and CSCL Arctic Ocean, were stranded in the Persian Gulf and approached the strait for the return voyage to China. • The ships were sailing empty and without cargo. • Their voyage was delayed due to conflict involving the US, Israel, Iran, and Iran's closure of the Strait of Hormuz. • The transit marks a development in geopolitically affected maritime logistics.
54. https://www.politis.com.cy/oikonomia/kosmos/994720/australia-diakopi-leitoyrghias-tritis-monadas-fisikou-aerioy-logho-kiklwna-pieseis-stin-paghkosmia-aghora-energheias - * Η μονάδα Karratha gas plant στη Δυτική Αυστραλία τέθηκε εκτός λειτουργίας λόγω τροπικού κυκλώνα, επηρεάζοντας την παραγωγή φυσικού αερίου. * Προηγουμένως, διακόπηκαν δύο εγκαταστάσεις LNG από την Chevron Australia στην ίδια περιοχή λόγω κυκλώνα. * Οι διακοπές αυτές συμβαίνουν σε μία περίοδο κατά την οποία υπάρχει ένταση στην παγκόσμια αγορά φυσικού αερίου, λόγω γεωπολιτικών διαταραχών και του πολέμου στη Μέση Ανατολή. * Οι εξελίξεις εντείνουν την αβεβαιότητα και ενδέχεται να οδηγήσουν σε περαιτέρω αυξήσεις τιμών, επηρεάζοντας την ενεργειακή ασφάλεια και το κόστος για καταναλωτές και επιχειρήσεις.
55. https://tass.com/politics/2107791 - ['* Russian Foreign Minister Sergey Lavrov claims Ukrainian saboteurs, with Western intelligence support, blew up the Nord Stream pipelines.', '* Lavrov criticises France and Germany for not condemning the act and describes it as a terrorist attack.', '* The attack occurred on 26 September 2022, damaging Nord Stream and Nord Stream 2 pipelines.', '* The Russian Prosecutor General’s Office opened an investigation into international terrorism related to the attack.']
56. https://www.sigmalive.com/news/international/1308095/australia-kiklwnas-diekopse-ti-leitoyrghia-eghkatastaseon-paraghoghis-fa - * A major LNG processing facility in Western Australia halted operations due to cyclone Narell, announced by Woodside Energy. * The Karratha facility and other two large LNG units by Chevron Australia experienced operational disruptions. * The disruptions occurred as cyclones threatened the western coast of Australia. * Australia’s Woodside Energy and Chevron Australia produce over 15% of globally exported natural gas. * The global LNG supply has been affected by the ongoing Middle East war, with prices in Asia more than doubling.
57. https://www.t-online.de/nachrichten/ausland/id_101188632/trump-verlaengert-ultimatum-fuer-iran-zum-zweiten-mal.html - - US-Präsident Donald Trump verschiebt sein Ultimatum an den Iran im Krieg im Nahen Osten bis zum 6. April auf Bitte des Irans. - Die Frist wurde zuvor bereits mehrfach verlängert. - Trump kündigt an, bei Nichtbefolgung die Irankraftwerke zu zerstören; späteres Entgegenkommen aufgrund iranischer Durchfahrten im Persischen Golf. - US-Regierung prüft die Verlegung von 10.000 Soldaten in die Konfliktregion. - Die Straße von Hormus, eine strategisch wichtige Öl-Transportroute, ist Schauplatz geopolitischer Spannungen.
58. https://www.armstrongeconomics.com/world-news/world-trade/iran-waives-fees-for-spanish-ships-passing-through-strait/ - * Iran allows Spanish-linked vessels to pass through the Strait of Hormuz without fees or restrictions during a period of geopolitical tension. * The decision reflects Iran's selective control based on vessel alignment, transforming the strait into a politically managed corridor. * Traffic has sharply decreased from normal levels, with about 130-140 ships passing daily, carrying nearly 20 million barrels of oil. * Spain's refusal to support US and Israel in the war has contributed to the decision, affecting European shipping and energy networks. * These developments threaten the stability of the strait as an open international routing and may lead to market distortions and intra-European divisions.
59. https://bmmagazine.co.uk/news/uk-growth-oecd-iran-war-impact/ - * The OECD downgrades UK growth forecast for 2026 to 0.7%, from 1.2%. * Rising energy costs amid Middle East conflict impact UK economy. * UK inflation expected to rise to 4% this year and in 2027. * Disruptions in oil and gas supplies through Strait of Hormuz drive inflation. * Market expects delay or reversal of Bank of England interest rate cuts.
60. https://japantoday.com/category/world/Iran-U.S.-harden-their-positions-over-talks-Trump-delays-Strait-of-Hormuz-deadline - * Iran and the United States are at an impasse over ceasefire talks, with tensions escalating in the Middle East, as both sides strengthen military postures. * President Trump extended his deadline for Iran to reopen the Strait of Hormuz to April 6, amid heightened military presence and diplomatic negotiations. * Iran rejected a ceasefire proposal, demanded recognition of sovereignty, and threatened retaliation against regional infrastructure. * The U.S. delivered a 15-point action list via Pakistan and indicated willingness to negotiate, while Iran dismissed ongoing talks. * Military forces, including ships and paratroopers, have been mobilised near the region, with Iran warning against ground invasion.
61. https://www.seanews.com.tr/article/1900-ships-stranded-in-the-strait-of-hormuz-mn8hsc4n - * The Strait of Hormuz traffic has halted following US and Israel attacks against Iran and Iran's retaliation. * Approximately 1,900 vessels are stranded around the strait, mostly anchored offshore. * The stranded vessels include bulk carriers, oil/chemical product tankers, petroleum tankers, and crude oil tankers. * There are about 190 million barrels of crude oil and petroleum products on the stranded tankers. * The incident is caused by rising geopolitical tensions impacting shipping routes in the Persian Gulf.
62. https://www.sofx.com/houthis-warn-of-military-entry-as-red-sea-becomes-the-last-open-exit-for-global-oil/?utm_source=rss&utm_medium=rss&utm_campaign=houthis-warn-of-military-entry-as-red-sea-becomes-the-last-open-exit-for-global-oil - * Houthi leader Abdulmalik al-Houthi warned of a military response if developments in the Iran-U.S.-Israeli war necessitate it, targeting the Bab al-Mandab Strait. * The Red Sea has become the primary corridor for Gulf oil exports after the Strait of Hormuz was effectively closed by US and Israeli strikes on Iran. * Saudi Aramco rerouted millions of barrels of crude via a pipeline to Red Sea terminals. * Iran's potential opening of Bab al-Mandab as a military front was cited by Iranian sources as a possibility if strikes hit Iranian territory or islands. * The conflict involves Iran, Yemen’s Houthis, and regional proxies, with the Strait of Bab al-Mandab as a critical strategic point.
63. https://www.business-standard.com/india-news/west-asia-war-israel-iran-conflict-trump-strikes-india-fuel-duty-price-126032700222_1.html - * The US delays attacks on Iran's energy infrastructure by 10 days, with ongoing negotiations confirmed by President Trump. * India reduces fuel excise duty on petrol and diesel, aims to push flex-fuel vehicles amidst supply disruptions. * Iran grants access through the Strait of Hormuz to India, China, Russia, Iraq, and Pakistan for shipping. * Military and diplomatic tensions escalate in the region, with strikes, attacks, and strategic responses from Iran, Israel, and Gulf nations. * Oil prices decline slightly amid market volatility and ongoing regional instability.
64. https://www.business-standard.com/world-news/tehran-asked-for-7-days-i-gave-10-trump-on-pause-of-strikes-on-iran-126032700084_1.html - * US President Donald Trump extended the pause on strikes targeting Iran's energy infrastructure from 7 to 10 days, until April 6, 2026. * The extension was granted following Iran's request and due to negotiations, including Iran allowing the passage of oil tankers through the Strait of Hormuz. * Trump previously issued warnings to Iran, including threats to target power plants if the Strait of Hormuz was not fully opened within 48 hours. * The decision to delay military action reflects ongoing diplomatic negotiations between the US and Iran amid regional tensions.
65. https://www.scmp.com/news/world/article/3347928/iran-war-risks-southeast-asias-fuel-crisis-xinjiangs-salmon-scmps-7-highlights?utm_source=rss_feed - • Potential US ground operations against Iran might constrain Tehran, but the prospects for reopening the Strait of Hormuz are highly uncertain. • An incident involving a Japanese individual entering the Chinese embassy in Tokyo was reported. • Disruptions in fuel supply and surges in prices occurred in Hanoi due to Iran war. • Southeast Asia is exposed to risks related to Iran potentially throttling the Strait of Hormuz, weaponising global energy supply. • The issues discussed involve geopolitical risks impacting energy markets in Asia, especially Southeast Asia.
66. https://kienthuc.net.vn/chien-su-trung-dong-ngay-273-ong-trump-tiep-tuc-tri-hoan-toi-hau-thu-post1610784.html - * President Trump delays attack on Iran's energy infrastructure until 6/4 and extends deadline for Iran to reopen the Hormuz Strait.* * Ongoing military exchanges between US-Israel and Iran include large-scale bombings in Iran, missile and drone attacks in Israel and Lebanon, and strikes on US-allied targets in the Gulf.* * Israel mobilises troops into Lebanon, aiming to control southern territories amid accusations of violating Lebanese sovereignty.* * Iran starts operationalising a 'toll booth' system in the Strait of Hormuz, causing a 90% decrease in traffic, increasing global oil prices, and raising potential legal concerns.* * Global oil markets and regional security remain highly volatile, with diplomatic negotiations ongoing.*
67. https://oilprice.com/Energy/Natural-Gas/StanChart-Europes-Gas-Prices-Could-Spike-Above-90MWh-By-The-Summer.html - * European natural gas futures rose toward €55/MWh amid geopolitical tensions in the Middle East and attacks on Gulf energy infrastructure. * QatarEnergy LNG reported 17% of its capacity knocked out for three to five years due to attacks. * StanChart forecasts Europe's gas prices could surpass €80/MWh (~$92.40/MWh) if the US-Iran conflict remains unresolved. * Europe's gas storage levels are at 28% of capacity, the lowest since 2022, impacted by a harsh winter and delayed storage injections. * The global LNG market is expanding rapidly, especially in the US, Qatar, and Africa, with capacity increases expected through 2030.
68. https://www.vietatoparlare.it/turnberry-deal-trump-usa-il-gnl-come-arma-contro-la-ue/ - * The US administration has transformed the Turnberry LNG deal into a political and economic ultimatum for Europe, demanding ratification without modifications. * The deal was signed in July 2025, during a visit by Ursula von der Leyen to Trump’s Scottish resort, with conditions including tariffs and energy purchase commitments. * The US threatens to deny favourable LNG supply conditions if europe does not accept the deal as negotiated. * European gas supply has been severely impacted by the blockage of Hormuz Strait and attacks on Qatar’s LNG infrastructure, exacerbating energy security concerns. * The EU faces choices involving dependencies on US LNG, conditional ratification, or accelerated transition to renewables and nuclear energy.
69. https://kashmirobserver.net/2026/03/26/us-iran-harden-positions-as-conflict-intensifies/ - * Iran and US harden their stance over negotiations amid fears of escalation in the Middle East conflict. * US troops move closer to the region, while Iran tightens control over the Strait of Hormuz. * Iran mobilises over one million ground forces and increases paramilitary recruitment. * Iran restricts passage in the Strait of Hormuz, impacting global energy markets, with Brent crude rising over 40% since February 28. * Israel conducts strikes on Iranian infrastructure, and Iran responds with missile barrages; casualties reported in Israel and Abu Dhabi. * Regional tensions involve UAE, with warnings of retaliatory measures and allegations of facilitation of attacks. * The UN warns of potential wider conflict, and markets remain volatile due to energy supply fears.
70. https://www.cumhuriyet.com.tr/yazarlar/olaylar-ve-gorusler/dogalgaz-savaslari-fikret-bayir-2489906 - * Rusya-Ukrayna savaşının ardından Avrupa'nın doğalgaz bağımlılığı değişti, Kuzey Akım hatları hasar gördü ve Türk Akım kaldı. * ABD ve Katar LNG'yi tercih ederek Avrupa’ya doğalgaz sağlamaya başladı, Rusya’nın tedarik gücü azaldı. * İsrail ve İran savaşında Güney Pars doğalgaz tesisleri vuruldu, fiyatlar yükseldi. * ABD, İran ve Katar’ı yeni tedarikçiler haline getirerek Güvenli enerji önceliği peşinde. * Ukrayna saldırılarıyla Rus doğal gaz tedariki hedef alındı, Avrupa ve Türkiye ABD’ye bağımlı hale geldi. * AB’nin LNG ithalatı 2021’den 2025’e dört kat arttı; ABD’dan ithalat giderek yükseliyor. * ABD’nin enerji politikası ve tehditleri, Avrupa ve Türkiye’nin enerji bağımlılığı artışına yol açıyor.
71. https://pakobserver.net/strait-of-hormuz-a-precarious-test-for-us-power-projection/ - * The conflict in the Middle East highlights the strategic importance of the Strait of Hormuz, a critical maritime chokepoint. * US and Israeli airstrikes target Iran, leading to missile and drone responses, affecting oil shipping. * Iran's capabilities include shore-based anti-ship missiles and naval mines, threatening shipping lanes. * 20–27% of global seaborne oil and 20% of LNG transit the strait; disruptions could significantly impact prices. * The US faces challenges in securing the entire waterway against asymmetric threats; alternative routes are limited. * Iran’s tactics include sporadic attacks to raise risk premiums, impacting global oil markets. * The conflict tests US influence, with potential strategic decline if access to energy arteries is jeopardised.
72. https://www.brecorder.com/news/40413344/eu-urges-countries-to-start-filling-gas-storage-early-amid-iran-war - * The European Commission urged EU governments to start refilling gas storage caverns in April to prepare for winter. * The call aims to prevent price spikes and ensure supply security amid the Iran war disrupting global fuel markets. * Gas prices have increased over 70% since the US-Israeli war with Iran began on February 28. * The conflict has impacted energy markets by closing the Strait of Hormuz and knocking out Qatar’s LNG export capacity. * EU gas storage is currently at 28% capacity; some countries' stocks are near empty. * The EU can use legal flexibility to lower storage targets from 90% to 80% of capacity.
73. https://112.ua/en/velikobritania-vvodit-najbilsi-sankcii-za-4-roki-majze-300-obmezen-proti-rosijskoi-energetiki-149944 - * The UK announced nearly 300 sanctions measures against Russia, focusing on its energy sector, on February 24, 2023. * The sanctions target 175 companies, including pipeline operator Transneft, responsible for over 80% of Russia's oil exports. * The move aims to cut off revenue and funding supporting Russian military operations and aggression. * The sanctions are part of broader Western efforts to isolate Russia amid ongoing conflict and impact global energy markets. * UK officials see this as a decisive action to counter Russian aggression and support international stability.
74. https://112.ua/en/es-gotue-novi-sankcii-proti-rosii-comu-vengria-blokue-paket-ta-kredit-dla-ukraini-149945 - * EU proposes new sanctions against Russia; Hungary blocks the 20th sanctions package.* * Hungary also obstructs a €90 billion loan for Ukraine, approved in December.* * The conflict between Russia and Ukraine is in its tenth year, with high tensions.* * EU High Representative Kaja Kallas criticised Hungary's blocking actions; negotiations over Ukraine's military size are ongoing.* * Hungary's veto risks undermining EU solidarity and could escalate the conflict.*
75. https://www.bloomberg.com/news/videos/2026-03-16/iran-strikes-gulf-oil-hub-as-allies-resist-trump-hormuz-plan - * Iran attacked targets across the Persian Gulf, including a major UAE oil hub. * The strikes occurred as US allies hesitated to support Trump's demands for securing the Strait of Hormuz. * Natasha Hall from Chatham House commented on conflicting US statements regarding Iran. * The incident raises questions about the future of US-Iran relations and regional stability.
76. https://lenta.ru/news/2026/03/27/lavrov-ulichil-ssha-v-odnom-zhelanii/ - * Russia's foreign minister Sergey Lavrov states that the US desires to take the Nord Stream and Nord Stream 2 gas pipelines for itself. * Lavrov made the statement in an interview with France TV. * He claims the pipelines were attacked in 2022 with apparent support from Western intelligence services. * Lavrov criticises US statements about Iran's leadership and notes Russia's refusal to discuss lifting sanctions, deeming them illegal.
77. https://www.perthnow.com.au/news/business/mining/tropical-cyclone-narelle-shuts-down-chevron-gas-plants-in-latest-blow-to-global-energy-supply-c-22057206 - * Cyclone Narelle caused offshore LNG plants in WA to shut down, including Chevron’s Gorgon and Wheatstone facilities. * Chevron announced plans to resume full production once safe. * LNG operations in WA were evacuated, with no reports of damage. * The cyclone passed major gas fields, heading south along WA’s northwest coast. * The closures in Australia, combined with Iran’s Strait of Hormuz closure affecting Qatar and disruptions in UAE, impact global LNG supply.
78. https://www.energynewsbulletin.net/newsletter-introduction/news-articles/4529174/weekly-newsletter-27-26 - * Global crude shortages caused by Middle East tensions impact Asian exports. * Limited crude deliveries to Australia amid export bans and quota issues. * Petrol prices in Australia rise despite no shortage, driven by panic buying. * Cyclone Narelle causes operational halts at LNG facilities including Wheatstone, Gorgon, North West Shelf, and Santos' DLNG. * The disruptions are described as a 'perfect storm' affecting energy supplies and prices in the APAC region.
79. https://www.albiladpress.com/news/2026/6373/finance/987667.html - * The European Commission urged EU governments to start replenishing gas reservoirs immediately, aiming for April to build stocks before winter. * The call follows disruptions caused by the war with Iran and the threat to energy markets, with significant increases in European gas prices. * The conflict has impacted global energy markets, with over 20% of global oil and LNG flows passing through the Strait of Hormuz. * Data shows EU gas stocks at only 28%, below typical levels for this time of year. * Brussels suggested reducing the storage target to 80%, from 90%, to mitigate the risk of shortages and high prices later.
80. https://www.straitstimes.com/asia/australianz/cyclone-triggers-outages-at-major-australian-lng-plants - * A cyclone off Australia caused outages at Chevron's Gorgon and Wheatstone LNG plants on March 26.* Both facilities supply about 5 per cent of the world's LNG.* Chevron is working to restore production safely.* The outages follow storms while global demand for LNG rises amid Middle East turmoil.* Chevron and Woodside together account for more than 15 per cent of international natural gas exports.
81. https://www.straitstimes.com/asia/australianz/cyclone-triggers-outages-at-major-australian-lng-plants - * A cyclone off Australia caused outages at two of the world's largest LNG plants, Gorgon and Wheatstone, on March 26, according to Chevron. * Both plants are located in Western Australia and supply about 5% of global liquefied natural gas. * Chevron is working to restore production and plans to resume full operation once it is safe. * The outage follows global disruptions caused by the US-Iran conflict and increased demand amid Middle East turmoil, affecting LNG prices. * Chevron and Woodside Energy, major gas producers in Western Australia, account for more than 15% of international natural gas exports.
82. https://www.freemalaysiatoday.com/category/world/2026/03/27/cyclone-triggers-outages-at-major-australian-lng-plants - * A cyclone off Australia caused outages at Chevron's Gorgon and Wheatstone LNG plants, both in Western Australia.
83. https://oilprice.com/Energy/Natural-Gas/StanChart-Europes-Gas-Prices-Could-Spike-Above-90MWh-By-The-Summer.html - * European natural gas futures approached €55/MWh amid geopolitical tensions in the Middle East. * QatarEnergy's LNG capacity is reduced by 17% for three to five years following attacks on Gulf energy assets. * StanChart forecasts Europe’s gas prices could exceed €80/MWh (~$92.40/MWh) if US-Iran conflict remains unresolved. * Europe's gas storage is at 28%, lowest since 2022, with severe depletion in the Netherlands. * Global LNG capacity is expanding, notably in the US, Qatar, and Africa, with major projects set to increase supply by 2030.
84. https://www.oilandgas360.com/supply-shock-scrambles-global-oil-trade-by-oil-gas-360/#utm_source=rss&utm_medium=rss&utm_campaign=supply-shock-scrambles-global-oil-trade-by-oil-gas-360 - * Global oil markets are being reshaped by geopolitical disruptions and shifting sanctions policies. * A US waiver allows limited purchases of Russian crude, mainly into Asia, easing supply pressure. * Interest in Iranian crude remains muted due to sanctions and policy uncertainties. * Russian export infrastructure disruptions are tightening availability in key markets. * India resumes Iranian LPG imports; Cairn reduces oil output due to shipping issues. * Iraqi oil output declines as storage capacity fills, slowing production. * Market is becoming more fragmented and less predictable, with supply influenced by politics and logistics. * Access to barrels now crucial, often more than production capability.
85. https://www.euronews.com/my-europe/2026/03/26/europes-gas-prices-on-the-brink-as-qatari-lng-flows-stall - * Prolonged disruption to Middle Eastern LNG supplies could cause European gas prices to reach €155/MWh, three times current levels. * The halt of Qatari LNG exports due to Middle East conflict may remove up to 21 million tonnes of LNG from global markets. * European storage levels are below five-year averages, with Germany and the Netherlands most depleted. * EU policymakers advise early gas reserve refilling, with a target of 90% storage by November. * Six-month disruptions could lead to gas prices exceeding €200/MWh and a repeat of the 2022 energy crisis risk.
86. https://en.interfax.com.ua/news/general/1154672.html - * Ukrainian intelligence states Russia has developed a plan to regain access to the European energy market. * The plan involves increasing Russian energy supplies to the EU amid the global energy crisis. * Russian authorities at all levels are involved in implementing this plan. * The actions include suspending pipelines like TurkStream and Tengiz-Novorossiysk, purportedly damaged by Ukrainian drone strikes. * The goal is to create a hydrocarbons shortage in Europe and influence EU energy policy and sanctions.
87. https://www.theatlantic.com/national-security/2026/03/trump-iran-war-qatar-gulf-energy-attack/686549/?utm_source=feed - * An Iranian missile attack on Ras Laffan in Qatar reduced LNG export capacity by 17%, causing economic and energy market disruptions. * The damage resulted in Qatar declaring force majeure, stopping about a fifth of global LNG supply, with repairs estimated to take three to five years. * The attack impacted Qatar's economy, global supply chains, and raised fears of a broader energy crisis, with potential for price surges and shortages. * The incident has increased tensions between Qatar and Iran, and may impact regional alliances and security strategies. * Global implications include threats to food production, helium supply, and heightened geopolitical instability amidst ongoing Iran-US tensions.
88. https://impakter.com/global-lng-supply-disruption-iran-war/ - * The Iran conflict is cutting global LNG supply, damaging Qatar's infrastructure and blocking shipping routes, with supply reduction of up to 35 million tons and prices surging over 140%. * Asian countries like India, Pakistan, and Bangladesh are reducing gas use or switching fuels; China relies on domestic and Russian sources. * Cyclone in Western Australia has forced closure of major LNG and iron ore ports, disrupting exports. * Oil prices have risen over 1% amid weakened ceasefire prospects and ongoing geopolitical tensions. * Western LNG firms benefit from Qatar supply disruptions, with share price gains amid market tightening.
89. https://www.oilandgas360.com/weekly-gas-storage-03-20/#utm_source=rss&utm_medium=rss&utm_campaign=weekly-gas-storage-03-20 - * The EIA released its natural gas inventory report showing a net decrease of 54 Bcf as of 20 March 2026. * Working gas in storage was 1,829 Bcf, 90 Bcf higher than last year and 14 Bcf above the five-year average. * All regions experienced a decrease, except for Mountain and South Central Salt regions. * Total storage within the five-year historical range and above the five-year average in some regions.
90. https://en.interfax.com.ua/news/general/1154617.html - * Hungarian Prime Minister Viktor Orbán has ordered the cessation of natural gas transit through Hungary to Ukraine starting in July, as per a decree. * The decree aims to exert pressure on Ukraine to restore oil supplies via the damaged Druzhba pipeline. * The Hungarian pipeline operator FGSZ is prohibited from offering transit capacities to entry points into Ukraine starting in July, affecting existing contracts. * Last year, Ukraine received about 44% of its gas imports through Hungary. * Orbán’s decision is linked to political motives ahead of the April parliamentary elections.
91. https://impakter.com/global-lng-supply-disruption-iran-war/ - * The Iran conflict is cutting global LNG supply, damaging Qatar’s infrastructure and blocking shipping routes, reducing supply by up to 35 million tons and pushing prices over 140% higher. * A cyclone in Western Australia has shut key LNG and iron ore ports, impacting global supply chains. * Oil prices rose over 1% amid stalled Middle East ceasefire negotiations and ongoing geopolitical tensions. * Western LNG firms benefited from market tightness caused by Qatar disruptions, with U.S. companies experiencing share gains. * Disruptions to LNG and oil exports have caused volatility in prices, highlighting risks to global energy supplies.
92. https://impakter.com/global-lng-supply-disruption-iran-war/ - * The Iran conflict has damaged Qatar’s infrastructure and blocked shipping routes, cutting LNG supply by up to 35 million tons, causing prices to surge over 140%. * A cyclone in Western Australia has forced the closure of key LNG and iron ore export ports, disrupting global supply chains. * Oil prices rose over 1% amid ongoing Middle East conflicts and disrupted shipments through the Strait of Hormuz. * Western LNG firms gained shares as Qatar's supply disruptions tightened markets and increased demand for alternative sources. * Asian countries are reducing LNG demand or switching fuels due to supply shortages, raising concerns over energy security.
93. https://www.focus.de/finanzen/ungarns-erdgas-rache-koennte-deutschland-milliarden-kosten_12adb277-c54e-4e84-a220-474c248ea9c1.html - • Ungarn kündigt an, Gaslieferungen in Richtung Ukraine einzustellen und in Ungarn zu speichern. • Dies erfolgt im Zuge von politischen Spannungen und ukrainischen Blockaden. • Die ungarische Entscheidung beeinflusst europäische Energiemärkte, insbesondere die Versorgungssicherheit in Deutschland. • Die Kosten für die deutsche Speicherbefüllung könnten durch höhere Beschaffungspreise steigen. • Die deutsche Wirtschaft ist vor Preisspitzen gewarnt, die staatliche Haushalte belasten könnten.
94. https://www.energyflux.news/the-great-gas-risk-mispricing/ - ['* The article discusses a divergence between physical gas markets and paper markets amid Middle East tensions and supply disruptions.', '* QatarEnergy declared force majeure, resulting in the shutdown of significant LNG liquefaction capacity, with ongoing supply outages.', '* The TTF risk model indicates a deep bullish signal, suggesting underpriced risk despite market signals to the contrary.', '* Speculative positioning shows that markets are pricing a prolonged European energy crisis into 2028, with potential multi-year supply shortfalls.', '* Physical LNG supply has shifted from surplus to deficit, with major impacts on South Asian and European markets, signalling a deepening global energy crisis.']
95. https://www.bloomberg.com/news/videos/2026-03-16/geopolitical-risks-from-iran-war-grow-video - - Tina Fordham, founder and geopolitical strategist of Fordham Global Foresight, warns of increased geopolitical risks related to Iran. - She states expectations of a short conflict with Iran are unlikely. - Rising oil prices and eased sanctions could bolster Russia and Iran. - The White House has not clearly defined its endgame in the conflict.
96. https://www.cbsnews.com/video/key-details-on-iran-war-as-trump-urges-allies-to-help-at-the-strait-of-hormuz/ - - President Trump urges U.S. allies to assist in maintaining peace at the Strait of Hormuz. - The call comes amid challenges to the global supply chain during the Iran war. - The report involves CBS News and insights from Rear Adm. Mark Montgomery and Olivia Rinaldi. - The event relates to international conflict and geopolitical risk factors affecting energy security. - The timeframe is recent, specifying Trump’s recent comments.
97. https://www.liberoquotidiano.it/news/esteri/46992870/iran-guerra-golfo-diretta-oggi-26-marzo/ - * Iran prepares for potential US invasion, with mines and military systems on Kharg island, as US considers seizing the island. * Israeli-US military operations increase in intensity with targeted strikes on Iran's military infrastructure. * Emirati official condemns Hormuz Strait as a tool of economic terrorism, warning against destabilisation. * US President Trump claims Iran desires peace negotiations but fears repercussions, and suggests Iran is negotiating under threat. * Iran's parliament drafts legislation to impose tolls on ships transiting Hormuz as part of security measures.
98. https://www.v6velugu.com/iran-gives-green-signal-to-indian-ships-to-pass-through-hormuz - * Iran announces permission for ships from India, China, Russia, Iraq, and Pakistan to travel through the Strait of Hormuz. * Iran's foreign minister Abbas Araghchi states the permission is for friendly nations, subject to security protocols. * The move follows Iran's closure of the Strait as a response to US-Israeli military actions, impacting global oil markets. * India, heavily reliant on Gulf oil, may benefit from this permission, potentially easing fuel shortages. * Iran criticises US objectives, states willingness for peaceful resolution without direct negotiations with the US.
99. https://oilprice.com/Latest-Energy-News/World-News/The-Iran-War-Has-Upended-Global-LNG-Markets.html - * The war in the Middle East has caused production and export disruptions in LNG, leading to a 35 million ton downward revision in global supply outlooks by analysts including Rystad Energy, Kpler, ICIS, and S&P Global. * Force majeure on Qatar’s LNG facilities and delays in expansion projects contributed to supply shortfalls. * Asian LNG prices have surged by 143%, with forecasts of $20+ levels through summer, leading to demand destruction in South Asia. * US LNG facilities operate at capacity, unable to increase exports to cover shortfalls. * China has offset losses with increased pipeline and LNG imports from Russia and Arctic LNG 2, while poorer Asian nations switch to coal.
100. https://moderndiplomacy.eu/2026/03/26/energy-shock-forces-europe-to-rethink-climate-ambitions/ - • Europe faces a severe energy shock due to Iran war disrupting supply routes, increasing gas prices by over sixty percent. • The crisis exposes vulnerabilities in Europe’s dependence on imports, especially from the US and Middle East. • Limited spare capacity among major producers constrains Europe’s ability to respond, raising economic and political challenges. • Debates intensify over balancing climate policies with energy security, with some advocating for easing regulations and delaying Russian energy phaseout. • The crisis may lead to a strategic recalibration prioritising affordability and resilience over rapid decarbonisation. • Persistent supply disruptions are likely to have long-term impacts on global and European gas markets.
101. https://ukdefencejournal.org.uk/britain-to-board-russian-shadow-fleet-vessels/ - * UK forces will be able to board and detain sanctioned vessels in British waters under new measures. * The policy targets Russia’s so-called shadow fleet and aims to disrupt its activities. * The decision follows UK support to allies in tracking vessels in European and Mediterranean waters. * The measures are part of wider efforts with Joint Expeditionary Force partners to restrict access to maritime routes and pressure vessel operators. * Prime Minister Keir Starmer emphasised national security and economic sanctions against Russia related to Ukraine and broader geopolitical tensions.
102. https://thebull.com.au/news/asian-market-roundup-indices-close-lower-kospi-takes-biggest-hit-today/ - * Asian equity markets closed sharply lower after Iran’s foreign minister ruled out direct talks with the US. * South Korea’s KOSPI dropped over 3% due to geopolitical tensions affecting investor sentiment. * Hong Kong’s Hang Seng and China’s CSI 300 also declined amid regional risk-off flows. * The decline was driven by fears of prolonged Middle East conflict and its impact on energy prices and supply chains. * Despite declines, analysts suggest Asian equities may recover as macro headlines stabilise.
103. https://www.vietnamplus.vn/iran-cho-phep-tau-nga-va-dong-minh-qua-eo-bien-hormuz-post1101169.vnp - * Iran cho phép tàu của Nga, Trung Quốc, Ấn Độ, Pakistan, Iraq và một số quốc gia thân thiện đi qua eo biển Hormuz. * Iran cảnh báo khả năng mở mặt trận mới tại eo biển Bab-el-Mandeb để đối phó Mỹ nếu xung đột leo thang. * Đại sứ Iran tại Seoul cho biết tàu Hàn Quốc cần phối hợp trước khi đi qua eo biển Hormuz; hiện còn 26 tàu cùng 180 thủ thủ bị kẹt tại đây. * Thủ tướng Đức và Thủ tướng Malaysia kêu gọi giải pháp ngoại giao để bảo vệ tuyến hàng hải chiến lược. * Iran áp dụng cơ chế phối hợp riêng với tàu không liên quan đến Mỹ, Israel để đảm bảo an ninh tại eo biển Hormuz.
104. https://www.koreatimes.co.kr/southkorea/politics/20260326/govt-expands-fuel-tax-cut-in-preparation-for-looming-energy-crisis?utm_source=rss - * South Korea extends fuel tax reductions for gasoline and diesel until May, in response to rising international oil prices and Middle East conflict impacts. * The government plans to secure alternative LNG supplies following QatarEnergy's force majeure declaration. * Emergency measures include stabilising fuel prices, implementing hoarding bans, and monitoring petroleum product prices. * A supplementary budget of 25 trillion won is planned to support crisis response. * President Lee Jae Myung emphasised public participation and energy-saving measures to manage the energy crisis.
105. https://www.india.com/news/world/iran-reopens-strait-of-hormuz-for-india-china-russia-iraq-pakistan-iran-israel-us-war-abbas-araghchi-8356701/ - * Iran announced the Strait of Hormuz will remain open for India, China, Russia, Pakistan, and Iraq, following recent conflict escalation. * The announcement was made by Iranian Foreign Minister Abbas Araghchi, specifying that the waterway is closed only to adversaries such as the US and Israel. * Iran stated that ships from countries with friendly relations are permitted to pass through, ensuring safe passage. * The Strait is a critical global oil route, and its closure has contributed to worldwide fuel shortages. * Iran's military controls the waterway through drone and missile attacks amid ongoing war in the Middle East.
106. https://anytvnews.com/india/iran-strait-of-hormuz-update-iran-allowed-5-countries-including-india-and-china-to-pass-through-the-sea-route-ban-on-america-continues/ - * Iran announces that only ships of friendly countries (India, China, Russia, Iraq, Pakistan, and Japan) will be allowed to pass through the Strait of Hormuz. * The decision is linked to ongoing regional tensions and international security rules. * Iran has informed the International Maritime Organization about these rules. * The move impacts global oil supply and prices amid rising tension and energy emergency demands. * Iran warns that aiding enemies could result in targeted infrastructure.
107. https://peakoil.com/production/u-s-natural-gas-exporters-literally-answer-asias-calls-for-help-from-the-iran-war - * Cheniere Energy in Houston aims to increase LNG exports from Corpus Christi, Texas, as Qatar's shipments are offline due to Iran war damage. * US LNG export capacity is projected to double between 2025 and 2030, with ongoing construction and planned expansions. * Most LNG exports from the US go to Europe and Asia, helping offset Russian gas supply cuts and meeting rising demand. * Qatar produces about 20% of the world's LNG, with 17% potentially offline for five years due to Iranian attacks. * Industry advocates highlight US energy independence and security benefits amid global geopolitical tensions.
108. https://qazinform.com/news/trump-signals-iran-deal-progress-tehran-rejects-talks-d5bb51 - • Trump claims offer related to Strait of Hormuz is a significant prize and declares a war has been won. • US reinforces military presence in the Middle East; Iran’s infrastructure targeted. • Iran’s missile attacks and damage to nuclear facilities reported. • Iran denies negotiations and warns of continued disruption until its will is achieved. • Iranian officials respond critically to US claims; appointment of new security council secretary reported.
109. https://www.omanobserver.om/article/1186730/world/region/iran-insists-on-control-of-the-strait-of-hormuz - * Iran demands complete control over shipping in the Strait of Hormuz, according to the Tasnim news agency. * Iran's armed forces spokesman stated that the situation will not revert to previous norms and declared they will decide on transit permits. * The US is unlikely to accept Iran's demand in peace negotiations. * Iran warned it could influence global oil prices, as around 20% of world oil and LNG shipments pass through the strait. * Iran's UN delegation indicated ships compliant with Iranian regulations may use the route, but military threats have caused widespread disruption, stranding many vessels.
110. https://hotnews.ro/criza-energetica-in-italia-si-demisii-in-guvern-draga-giorgia-sunt-obisnuita-sa-mi-platesc-facturile-si-adesea-si-pe-ale-altora-2203121 - * QatarEnergy announces 'force majeure' on LNG supply contracts to Italy, Belgium, South Korea, and China due to Iranian missile attacks on Ras Laffan facilities. * The incident affects global LNG exports, with potential shortages estimated by Kpler, influencing energy markets. * Italy's energy minister and government officials respond to crisis; Italy's minister Daniela Santanché resigns amidst political tensions. * Italy's climate think tank Ecco suggests the country can replace Qatar's LNG by increasing renewables, efficiency, and electrification within a year. * Italian Prime Minister Giorgia Meloni visits Algeria to strengthen gas supply agreements, aiming for energy security amid market instability.
111. https://hotnews.ro/criza-energetica-in-italia-si-demisii-in-guvern-draga-giorgia-sunt-obisnuita-sa-mi-platesc-facturile-si-adesea-si-pe-ale-altora-2203121 - * QatarEnergy declares 'force majeure' on LNG supply contracts with Italy, Belgium, South Korea, and China due to Iranian missile attacks on Ras Laffan installation. * The disruptions are linked to recent Iranian missile strikes on the North Field, shared with Iran's South Pars. * European and Asian countries, including Italy, compete for LNG supplies amid reduced exports from Qatar and the UAE. * Italy's Minister of Environment, Gilberto Pichetto Fratin, states the country is not directly threatened but faces volatility in energy prices. * Think tank Ecco estimates Italy could replace Qatar's gas volumes through renewables, efficiency, and electrification within a year.
112. https://timesofoman.com//article/169886-irans-foes-planning-to-occupy-our-island-parliament-speaker-ghalibaf - • Iran's Parliament Speaker Ghalibaf reports enemy countries preparing to occupy an Iranian island, monitored by Iran’s forces. • Iranian Foreign Minister Araghchi states the US failed to achieve war objectives against Iran. • US mobilises additional troops, including 6,000 to 7,000 marines and sailors, to the Middle East, the largest deployment since 2003. • US considers scenarios including seizing Kharg Island, reopening Strait of Hormuz, or securing Iran's nuclear material.
113. https://indianexpress.com/article/world/us-israel-iran-war-news-live-updates-iran-araghchi-trump-netanyahu-10601795/ - • Iran's FM Abbas Araghchi stated friendly nations including China, Russia, India, Iraq, and Pakistan have been allowed passage through the Strait of Hormuz. • Iran fired 100 missiles, intercepted by US defence systems, according to Trump. • US President Donald Trump announced the rescheduling of his meeting with Xi Jinping to May 14-15 in Beijing after Iran-related military operations. • Trump claimed Iran is eager to make a deal but is afraid to disclose it, citing regional and internal pressures. • The article discusses ongoing geopolitical tensions involving Iran, the US, China, and India in the context of regional security.
114. https://www.dailyecho.co.uk/news/25967509.business-voice---logistics-costs-surging/?ref=rss - * The Strait of Hormuz's near-closure due to escalation in early 2026 has caused shipping disruptions, affecting global energy security and increasing costs. * Surges in freight, oil, gas, and fertiliser prices, with Brent Crude rising above $100 per barrel and European gas futures up 56%, impact transport-dependent sectors. * Rising fuel costs, route disruptions, war-risk surcharges, and higher insurance costs are elevating logistics expenses worldwide. * Critical commodity shortages, including helium, petrochemicals, and fertilisers, threaten manufacturing and food security in Asia-Pacific. * Increased geopolitical risks lead to higher surcharges and operational costs for logistics providers and surpass shocks from the 2022 Ukraine crisis.
115. https://www.armstrongeconomics.com/world-news/world-trade/the-worlds-most-expensive-toll-booth/ - * Iran has restricted access to the Strait of Hormuz, threatening vessels and imposing transit fees, reportedly up to $2 million per vessel. * About 20% of the world's oil passes through the Strait, with significant LNG transit, impacting energy markets. * Ship traffic has collapsed amid attacks, high insurance costs, and strict transit conditions tied to political loyalty. * Iran states only 'non-hostile' vessels may pass, introducing geopolitial filtering of global trade. * The move introduces monetisation of strategic control, affecting global trade stability and increasing market volatility.
116. https://thearabianpost.com/hormuz-passage-key-to-stabilising-oil-flows/ - * Free navigation through the Strait of Hormuz remains vital for global energy market stability, according to Abu Dhabi National Oil Company chief Sultan Al Jaber. * Disruptions linked to U. S.-Israeli war against Iran have curtailed flows, causing volatility in energy prices and concerns over supply security. * Market reactions include sharp crude price swings, rising insurance costs, and constrained tanker movement amid escalated Gulf security risks. * Alternative routes and contingency measures cannot fully compensate for Hormuz's strategic importance. * Governments and industry are preparing for potential supply disruptions through reserves, rerouting, and diversification efforts.
117. https://en.yna.co.kr/view/AEN20260326007000315 - * Iran's envoy to Seoul says South Korean ships can pass through the Strait of Hormuz only with prior coordination with Tehran. * 26 South Korean ships with about 180 crew members remain stranded in the shipping lane, blocked by Iran following US and Israeli attacks. * Iran has requested Seoul to provide details of the stranded vessels during recent foreign minister talks. * Seoul clarifies the request is for safety measures, not transit permission. * Iran considers South Korea a non-adversarial country but cites self-defense measures as reasons for restrictions. * Iranian ambassador describes restrictions as a right to self-defence amid US-Israel attacks.
118. https://www.orissapost.com/iran-rejects-us-ceasefire-plan-offers-its-own-proposal/ - * Iran dismisses US ceasefire plan and launches attacks on Israel and Gulf Arab countries. * Iranian officials present a counterproposal including sovereignty over the Strait of Hormuz. * US officials and Trump suggest Iran is still negotiating, despite Iranian foreign minister's denial. * Multiple countries in the Gulf condemn Iranian attacks; UN envoy to promote mediation. * Regional tensions escalate with military and diplomatic actions; attack and espionage plots reported. * Jordan suspends Iranian diplomat; US plans for future China visit amid war developments.
119. https://www.dnevnik.bg/sviat/2026/03/26/4896393_zapasite_ot_gaz_v_niderlandiia_sa_na_nai-niskoto_nivo/?ref=rss - * Gas storage levels in the Netherlands dropped to 5.8% of capacity, lowest in a decade.* * Gas storage levels are under pressure due to declining supply and high prices caused by the Middle East conflict.* * The Netherlands imports around 20% of its natural gas from Russia, with increased LNG imports from the US and long-term agreements with Qatar.* * Gas reserves in the Netherlands are the lowest within the EU, with below average levels at 28%.* * The Dutch government plans to compensate for reduced production and aims to increase storage capacity, with a €21.6 billion loan announced for 2025.*
120. https://www.washingtonexaminer.com/policy/energy/4504194/postal-service-surcharge-packages-fuel-prices/ - * The US Postal Service plans to implement an 8% fuel surcharge on some package services from April 26 until Jan. 17, 2027, subject to regulatory approval. * The surcharge aims to offset rising transportation costs driven by increased fuel prices. * The war in Iran disrupts global energy supply, notably due to Iran’s blockage of the Strait of Hormuz, causing oil prices to rise approximately 40%. * BlackRock CEO Larry Fink warns of potential steep global recession if energy market instability persists. * The conflict involves ongoing negotiations between the US and Iran about ending the war.
121. https://www.zeebiz.com/india/news-iran-reportedly-allows-ships-from-friendly-nations-including-india-amid-us-ceasefire-what-israel-america-want-in-conflict-392642 - * Iran's Foreign Affairs Minister Abbas Araghchi stated Iran has allowed ships from 'friendly nations' including India, China, Russia, Iraq, and Pakistan. * The development occurs during a period of US ceasefire in Iran's power infrastructure and ongoing Middle East conflict. * Iran has imposed a partial blockade of the Strait of Hormuz, threatening to use it as leverage. * Iran is reviewing a US proposal to end the Gulf war but does not intend to initiate peace talks, according to Araghchi. * The conflict involves broader geopolitical tensions between US, Iran, Israel, and regional allies, with key issues around oil supply routes and regional influence.
122. https://www.thenewslens.com/article/266085 - * Asia's energy crisis worsened by Middle East war and Hormuz Strait blockade, prompting reevaluation of home office policies. * Some Asian nations, including South Korea, Philippines, and Thailand, are considering or implementing energy-saving measures such as work-from-home. * India experiences natural gas shortages affecting households and businesses, resulting in a surge of 400,000 electromagnetic stove sales in 10 days. * Global energy transport disruptions from Middle East conflict impact supply chains, heightening regional energy security concerns. * Countries respond by adjusting work practices and consumption to mitigate fuel shortages and geopolitical risks.
123. https://24.hu/belfold/2026/03/26/gazstop-800-millio-kobmeter-kormany/ - * The Hungarian government announced a plan to increase gas storage by 800 million m³ to strengthen energy security, following a decision based on Viktor Orbán's statement. * The measure aims to counteract Ukraine's threat to Hungarian gas supply by gradually halting gas shipments to Ukraine. *It mandates immediate legal amendments led by Minister Lantos Csaba for strategic gas storage increases. * The targets include raising storage for winter preparedness by 400 million m³, creating 200 million m³ in domestic storage, and increasing security stocks by 200 million m³ through various entities. * The plan could breach EU laws and impact domestic market revenues, with expert Holoda Attila highlighting Hungary's greater dependence on oil transit than gas from Ukraine.
124. https://www.trend.az/business/energy/4168486.html - * The conflict in Iran, beginning on February 28, has disrupted global oil and gas supplies, mainly due to the closure of the Strait of Hormuz. * About 20% of global oil and gas shipments pass through the strait, affecting supply and prices. * Key producers like Saudi Arabia and Qatar face constraints; Russia's capacity remains limited; US LNG plans are insufficient. * Disruptions have impacted global shipping, aviation, and sectors reliant on hydrocarbons, with increased costs and instability. * The crisis is expected to accelerate the transition to renewable energy sources due to heightened energy security concerns.
125. https://ca.investing.com/news/economy-news/morning-bid-hope-and-hormuz-4533773 - ● Iran reviewed a US ceasefire proposal but did not intend to hold talks; US President Trump said Iran was eager to end fighting. ● The Strait of Hormuz remains closed, causing fuel shortages and rising prices globally. ● Countries like South Korea and the Philippines are taking energy conservation measures. ● Oil prices exceed $100 per barrel, impacting the global economy. ● Asian stocks declined 8.7% this month; foreign investors sold $50 billion of regional stocks since late February. ● European equities, especially the STOXX 600, fell over 7% as dependence on oil imports influences markets.
126. https://www.maritimegateway.com/india-taps-iranian-lpg-for-first-time-in-years-as-five-indian-tankers-remain-stranded-at-strait-of-hormuz/ - * India has secured Iranian LPG for the first time in several years due to supply chain disruptions caused by the Strait of Hormuz crisis. * Five Indian LPG tankers remain stranded near the Strait, unable to transit due to security risks and operational uncertainties. * India diversifies its LPG sources, now including the US, Argentina, Russia, and Iran. * The Indian government treats supply diversification as crucial amid geopolitical and supply risks. * No incidents involving Indian ships or seafarers were reported within the last 24 hours, with 540 crew members reported safe. * India also secured 60 million barrels of Russian crude oil for April delivery.
127. https://www.ndtvprofit.com/world/lng-buyers-hunt-for-deals-in-us-after-qatar-is-shut-from-market-11267832 - * Asian and European LNG buyers seek US cargoes after Qatar's LNG plant was shut out of the market due to Iran-related conflict. * The US, as the world's largest LNG exporter, faces limited spare capacity, with most plants operating near capacity. * The closure of the Strait of Hormuz has cut off much Middle Eastern LNG supply, increasing reliance on US exports. * US companies like Cheniere Energy, Venture Global, and Woodside Energy are producing at maximum capacity; some are starting up new export facilities. * The outage and market constraints have led to rising spot LNG prices, impacting emerging Asian markets such as Bangladesh and India.
128. https://24.hu/belfold/2026/03/26/gazstop-800-millio-kobmeter-kormany/ - * The Hungarian government announced measures to strengthen gas supply security, including increasing storage levels by 800 million m³. * The decision follows Ukraine's threat to disrupt gas transit to Hungary. * The government plans a phased halt of gas supplies to Ukraine, storing the remaining gas in Hungary. * A legal proposal will be developed immediately to implement the storage increase. * Various entities, including MVM, FGSZ, and gas traders, are tasked with increasing gas reserves. * The transit reduction may breach EU law and result in significant revenue losses for domestic companies. * Energy expert Holoda Attila highlighted Hungary's reliance on Ukrainian crude oil, less than on gas.
129. https://news.laodong.vn/the-gioi/ukraina-bi-nghi-sap-danh-turkstream-de-keo-lai-chu-y-toan-cau-1674866.ldo - * Ukraine is suspected of planning an attack on the TurkStream pipeline to attract global attention. * The suspicion is linked to Ukraine's perceived disadvantage in receiving financial support and its potential escalation due to geopolitical distraction, especially from the US focusing on the Middle East. * TurkStream is a key Russian gas pipeline to Turkey and Southeast Europe; any disruption could impact the European gas market. * Hungary and Slovakia have accused Ukraine of targeting TurkStream infrastructure; they oppose EU sanctions and military aid to Ukraine. * Russian warnings of attacks have increased concerns about energy security and conflict escalation in Europe.
130. https://energynow.com/2026/03/freeport-ceo-says-iran-war-energy-disruptions-could-delay-new-us-lng-projects/ - * Supply disruptions linked to the US-Israeli conflict with Iran could delay US LNG project construction, according to Freeport LNG CEO Michael Smith.* The Middle East conflict has shuttered about 20% of global LNG supply after Iran closed the Strait of Hormuz.* Prices for LNG could exceed $17/mmBtu in Europe and Asia if conflict persists, creating market pressures.* Lower-income Southeast Asian countries might switch back to coal due to high demand and prices.* US LNG development faces inflationary pressures before the conflict, affecting project costs.
131. https://news.google.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?oc=5&hl=en-US&gl=US&ceid=US:en - * UAE ADNOC chief Sultan al Jaber characterises Hormuz disruption as ‘economic terrorism’ during speech in the US. * Al Jaber warns of escalation amid ongoing conflict and tension in the Middle East. * Highlights the Strait of Hormuz as a critical global energy chokepoint, with potential supply chain impacts. * Signals a hardening regional stance and possible support for stronger international responses. * Comments underscore elevated geopolitical risks affecting global oil markets and inflation.
132. https://www.mirror.co.uk/news/world-news/iran-dubai-airport-flight-live-36875998 - - Iranian parliamentarian states the Strait of Hormuz cannot be the same as before due to ongoing Iranian fire targeting regional shipping. - Iranian official claims the waterway no longer has necessary security. - Iran responds to regional tensions with actions affecting shipping and airspace. - The Strait of Hormuz is a key transit route for oil and natural gas, typically accounting for 20% of global trade. - The situation involves regional conflict impacting energy security and shipping routes.
133. https://eualive.net/hungarys-energy-hub-ambition-collides-with-russian-dependence-reality/ - * Hungary's energy policy aims to become a regional energy hub but faces geopolitical challenges. * Dependence on Russian energy sources remains high, with 80% of natural gas, 85% of oil, and 100% of nuclear fuel imported from Russia. * Disruption of the Druzhba pipeline and geopolitical tensions have hindered diversification efforts. * EU aims to phase out Russian energy by 2027, complicating Hungary’s energy security. * Regional dependencies, transport route issues, and rising global energy prices threaten energy stability.
134. https://www.ndtvprofit.com/world/us-troop-movements-fan-fears-of-a-risky-ground-attack-on-iran-11267885 - * The US has ordered thousands of troops to the Middle East amid tensions with Iran. * Possibilities include occupying Kharg Island, capturing Iran's nuclear material, or deploying along the Strait of Hormuz. * Iranian threats of retaliation and warnings of mine-laying increase risks of escalation. * Deployment of US Marines and Army units has been reported, with political debates over escalation. * Potential seizure of Kharg Island could impact Iran's oil exports and increase casualties. * European and Gulf state reactions reflect concerns over conflict escalation. * Former US officials and analysts warn of increased risks and casualties if ground invasion occurs.
135. https://www.ndtvprofit.com/world/lng-buyers-hunt-for-deals-in-us-after-qatar-is-shut-from-market-11267832 - * Asian and European LNG buyers pursue US cargoes following Qatar's market removal caused by Iran conflict. * US LNG supply is limited, with most plants operating at near capacity, affecting short-term deals. * The attack on the Ras Laffan plant in Qatar and the closure of the Strait of Hormuz have disrupted global LNG supplies. * Japan and Germany are engaging with US exporters like Cheniere, Venture Global, and Woodside Energy, focusing on spot sales. * The Qatar outage increases US market share chances and raises risk premiums in the Middle East, impacting emerging Southeast Asian markets.
136. https://dailycaller.com/2026/03/25/opinion-eu-must-ratify-trumps-turnberry-deal-or-forfeit-first-call-on-us-lng-david-blackmon/ - • The European Union faces pressure to ratify the Turnberry trade deal with the US, or risk losing US LNG supplies • US Ambassador Puzder warns Europe that non-ratification could lead to reduced LNG imports and rerouting of cargoes • The deal aims to secure US energy sales worth $750 billion, primarily LNG, and deepen cooperation with Europe • The European Parliament is delaying ratification with added safeguards, risking energy security • US LNG exports to Europe surged after Russia’s supply cut in 2022, providing a critical energy lifeline
137. https://news.laodong.vn/the-gioi/ukraina-bi-nghi-sap-danh-turkstream-de-keo-lai-chu-y-toan-cau-1674866.ldo - * Ukraine is suspected of possibly intending to attack TurkStream to attract global attention during a period of diminished focus on Ukraine due to the Middle East conflicts. * The TurkStream pipeline transports Russian gas via the Black Sea to Turkey and Southeast Europe, with disruptions threatening regional energy supplies. * Ukrainian officials and Russian accusations suggest attacks targeting TurkStream, though Ukraine has not responded officially and claims may be part of an information war. * European leaders such as Hungary and Slovakia oppose aid to Ukraine and sanction packages against Russia, indicating divided regional responses. * The potential strike risks escalating conflicts within Ukraine and impacting Europe's energy market stability.
138. https://fortune.com/2026/03/25/us-natural-gas-exporters-literally-answer-asia-calls-help-iran-war/ - * Cheniere Energy increases LNG exports from Texas to address Asian demand due to Qatar’s LNG supply being offline from Iran war. * U.S. LNG exports have grown rapidly since 2016, projected to double by 2030. * Qatar produces about 20% of the world’s LNG, with 17% potentially offline for five years due to Iranian attacks. * Europe relies heavily on U.S. LNG amidst Russian gas cutoffs; other global markets also affected. * Industry advocates emphasise U.S. natural gas supply security as a strategic advantage during the crisis.
139. https://euromaidanpress.com/2026/03/25/orban-threatened-to-cut-gas-supplies-to-ukraine-this-decision-will-cost-1-billion-for-hungarian-voters/ - * Hungary will stop gas supplies to Ukraine until Russian oil transit via the Druzhba pipeline is restored, as per Hungarian Prime Minister Viktor Orbán. * Ukrainian Ministry Spokesperson Heorhii Tykhyi estimated loss for Hungary’s economy at around $1 billion annually from gas exports to Ukraine. * Gas exports to Ukraine have not yet been stopped. * Russia’s strike halted Druzhba pipeline transit on 27 January, affecting Hungary and Slovakia. * Ukraine proposed alternative routes ignored; Hungary and Slovakia accused Ukraine of delaying repairs. * Slovakia suspended diesel supplies; Budapest blocked a €90 billion EU aid package. * Ukraine exposed a Hungarian spy network operating from a diplomatic mission, led by military officer Zoltán Andre.
140. https://www.nrc.nl/nieuws/2026/03/25/de-gasvoorraden-van-nederland-zijn-geslonken-tot-het-laagste-niveau-in-tien-jaar-hoe-erg-is-dat-a4923968 - * Dutch gas reserves have fallen to their lowest level in ten years, with storage capacity at only 5.8% filled. * The low levels are attributed to a cold winter, high gas consumption, and the withdrawal of gas by Gasterra. * The European Union's minimum storage target of 74% was met, but the Dutch aim of 80% was not achieved due to market conditions. * Increased gas prices are linked to geopolitical tensions and a hotter summer in Asia affecting supply and demand. * Gas supply for the upcoming winter is deemed secure, but filling costs and market-reaction to geopolitical risks may raise prices.
141. https://oilprice.com/Energy/Natural-Gas/Gas-Crisis-Dwarfs-Oil-Shock-as-LNG-Supply-Breaks.html - * QatarEnergy declared force majeure on LNG contracts due to Iranian retaliatory strikes on Qatar’s South Pars/North Field gas deposit and liquefaction facilities. * Australia’s Santos suspended production at the Barossa gas project, disrupting 3.7 million tons of LNG capacity. * Natural gas prices in Asia increased by 143% since February 28; European prices rose by 85%. * Global natural gas demand has grown twice as fast as oil demand, driven by efforts to replace coal with cleaner fuels. * Countries are reverting to coal or facing energy security issues due to reduced gas availability and high LNG prices, impacting Asia and Europe.
142. https://oilprice.com/Energy/Natural-Gas/Gas-Crisis-Dwarfs-Oil-Shock-as-LNG-Supply-Breaks.html - * QatarEnergy declared force majeure on LNG contracts with multiple countries, following Iranian retaliatory strikes on Qatar's gas facilities.* * Australia’s Santos suspended production at the Barossa gas project, disrupting 3.7 million tons of capacity.* * Natural gas prices in Asia increased by 143%, and European prices increased by 85% since February 28.* * Global natural gas demand has grown twice as fast as oil demand, driven by efforts to replace coal with cleaner fuels.* * European countries face energy security risks due to coal plant shutdowns and rising gas demand.*
143. https://www.unian.ua/economics/energetics/zapasi-gazu-v-odniy-z-krajin-yes-kritichno-nizka-kilkist-blakitnogo-paliva-13327335.html - * Gas reserves in the Netherlands fell to 5.8% of total capacity on 24 March, the lowest in at least ten years. * The decline is linked to the war in the Middle East and rising gas prices. * EU-wide gas storage levels are below the average, with the Netherlands’ levels notably low. * Gas supply remains stable in the Netherlands, but shortages are expected as storage depletes. * Dutch government has intervened with a €21.6 billion loan to maintain supply and urged pre-winter storage fill-up.
144. https://www.vietnamplus.vn/chau-au-sap-buoc-vao-giai-doan-tich-tru-khi-dot-khi-cac-be-chua-gan-can-kiet-post1101043.vnp - * Europe is about to initiate gas storage efforts as key tanks approach exhaustion. * Gas storage levels in the Netherlands (around 6%) and Germany (about 22%) are at historic lows. * The conflict in the Middle East has disrupted energy flows, raising gas prices. * EU energy commissioner Dan Jorgensen urges member states to start early storage to prevent high prices. * European gas futures have increased over 55% since the onset of the conflict; total reserves are at 28%.
145. https://www.businesstoday.in/latest/economy/story/india-buys-first-iranian-lpg-cargo-in-years-amid-hormuz-disruption-supply-crunch-522381-2026-03-25?utm_source=rssfeed - * India has purchased its first cargo of Iranian liquefied petroleum gas (LPG) in several years following US sanctions easing.* * The cargo, carried by tanker Aurora, is expected to arrive at Mangalore and was diverted from China.* * The move responds to LPG supply disruptions caused by tensions in West Asia and restrictions through the Strait of Hormuz.* * India, which consumes 33 million tonnes of LPG annually, imports about 60%, mainly from Middle East countries.* * The Iranian cargo is a temporary measure to stabilise supply amid regional geopolitical tensions affecting energy transit routes.
146. https://www.pravda.com.ua/news/2026/03/25/8027145/ - * Hungarian Prime Minister Viktor Orbán announced halted gas supplies to Ukraine pending the restoration of Russian oil transit via the Druzhba pipeline.
147. https://www.wcshipping.com/blog/iran-war-day-25-us-peace-plan-lng-force-majeure-oil-97 - * The US delivered a 15-point ceasefire proposal to Iran through Pakistan, covering sanctions relief, nuclear and missile limits, and Strait of Hormuz access. * Iran confirmed receipt but dismissed the plan, publishing its own conditions including formal transit fee systems through Hormuz. * QatarEnergy declared force majeure on LNG supply contracts affecting Italy, Belgium, South Korea, and China due to damage at Ras Laffan. * Oil prices fell over 4% on ceasefire hopes, with Brent near $97–$98 per barrel. * Military operations, including strikes in Tehran and Kuwait and Iran's claim of targeting USS Abraham Lincoln, continued in parallel. * The Strait of Hormuz remains blocked to Western ships; limited transits occur via Iran-operated corridor under fee arrangements. * Gulf oil and gas infrastructure damage and ongoing force majeure declarations impact energy supply and shipping logistics. * Market implications include higher freight rates for Cape route, ongoing surcharges, and potential for new transit costs if Hormuz reopening negotiations succeed.
148. https://www.lanacion.com.ar/el-mundo/hungria-recorta-el-suministro-de-gas-a-ucrania-y-agrava-la-disputa-energetica-en-plena-guerra-nid25032026/ - * Hungary's Prime Minister Viktor Orban announced a gradual reduction of gas supplies to Ukraine until Russian oil deliveries via the Druzhba pipeline resume. * Hungary's decision impacts around 45% of Ukraine's gas imports through this route, which remains a strategic source. * The announcement follows ongoing damage to the Druzhba pipeline due to Ukrainian war-related damages and attacks. * Hungary's measures include suspending diesel exports to Ukraine and blocking EU aid packages, aligning with pro-Russian positions within the EU. * The dispute is part of broader energy tensions linked to the Ukraine conflict, involving attacks on Russian oil infrastructure and geopolitical tensions.
149. https://turkmenistannewsgazette.com/natural-gas-price-in-europe-falls-below-700/ - * The price of 1,000 cubic metres of gas in Europe fell below $700, reaching $671.8 on March 23. * The decrease represents a 5.1% decline from the previous settlement price. * The price change is linked to gas trading at the TTF index in the Netherlands. * Azerbaijani gas began transportation to Europe via TAP on December 31, 2020. * The development has influenced gas demand and pricing in Europe.
150. https://tass.com/economy/2106841 - • Europe enters gas injection season with low underground storage reserves, notably about 6% in the Netherlands and 22% in Germany. • This depletion could lead Europe to compete with Asia for liquefied natural gas supplies this summer. • European authorities recommend flexibility in filling storage, lowering the target to 80% for next winter. • Disruptions in supply are attributed to the conflict in the Middle East.
151. https://globallnghub.com/lng-supply-gap-emerges-as-gulf-disruption-reshapes-global-market.html - * The LNG supply gap is increasing due to Gulf disruption removing significant volumes, including outages at Qatar’s liquefaction facilities affecting around 12.8 mtpa. * Constraints at the Strait of Hormuz are further limiting export flows, which normally carry around 20% of global LNG trade. * The estimated effective supply loss in 2026 is around 70 Mt, with limited spare capacity and low flexibility. * About 35 Mt of new capacity, mainly from North America, is expected but insufficient to offset the shortfall. * The supply gap is already built into the 2026 outlook, indicating a tighter global LNG market.
152. https://www.euronews.com/my-europe/2026/03/25/europe-loses-its-grip-as-lng-cargos-chase-higher-prices-in-asia - * Europe is losing LNG cargoes to Asian buyers as prices increase and diversions grow amid conflicts in the Middle East and strikes in Qatar. * Qatar's Ras Laffan LNG facility declared force majeure following strikes, affecting contracts with Belgium, Italy, and Poland. * Several LNG tankers are diverted from Europe to Asia, Egypt, and Turkey, while Asia pays a higher premium for spot LNG. * European gas prices surged, and countries like Italy, Belgium, and Poland seek alternative supply sources, including renewables and American LNG. * The US-UAE trade deal threatens EU access to favourable LNG terms if negotiations fail.
153. https://www.dailymaverick.co.za/article/2026-03-25-dutch-gas-storage-levels-hit-lowest-level-in-years/ - * Dutch gas storage levels are at the lowest in the European Union, well below the 28% average, according to Gas Infrastructure Europe data.
154. https://lnginnorthernbc.ca/2026/03/25/qatarenergy-says-it-will-invoke-force-majeure-on-lng-contracts/ - * QatarEnergy announced it will invoke force majeure on some long-term LNG contracts due to Iran's missile attack on Ras Laffan energy complex. * The attack occurred on 18 March 2026, affecting Qatar’s LNG export capacity by 17% and impacting supply to Italy, Belgium, South Korea, and China. * QatarEnergy's decision was announced on 24 March 2026, with reconstruction expected to take up to 5 years. * The attack targets a facility producing about one-fifth of the world's LNG. * European LNG stocks are around 30% capacity, in the context of increased import needs following Russia's invasion of Ukraine.
155. https://lnginnorthernbc.ca/2026/03/25/qatarenergy-says-it-will-invoke-force-majeure-on-lng-contracts/ - * QatarEnergy announces it will invoke the force majeure clause on some LNG contracts to Italy, Belgium, South Korea, and China. * The decision follows Iran's missile attack on Ras Laffan energy complex on 18 March 2026. * The attack affects Qatar’s LNG production, which accounts for about 20% of the world’s supply. * QatarEnergy estimates reconstruction will take up to 5 years, reducing export capacity by 17%. * The move could disrupt LNG supplies to European and Asian markets, impacting energy security.
156. https://www.bairdmaritime.com/shipping/tankers/gas/venture-global-ceo-company-working-to-ship-critical-lng-globally - * Liquefied natural gas exporter Venture Global collaborates with countries to deliver LNG cargoes. * The company aims to address supply shortages in the near term. * CEO Mike Sabel spoke at CERAWeek energy conference in Houston. * Global energy supply disruptions are linked to attacks on infrastructure and the closure of the Strait of Hormuz. * QatarEnergy reports a 17% capacity loss at its LNG plant, affecting supplies to Europe and Asia.
157. https://fd.nl/economie/1590683/gasvoorraden-op-zeer-laag-niveau-nederland-haalt-vuldoelen-eu-niet-meer - * Dutch gas storages are only 5.8% filled, the lowest in decades. * Storage in some locations was 21% filled last year; in 2018 it was 6.2%. * Nederland has the largest gas storages in Europe after Germany and Italy. * Storage levels in Germany, Italy, France, and Austria are all above 20%, with Italy over 40%. * EU targets for gas storage levels, set after Russian invasion of Ukraine, were not met by the Netherlands. * The low storage levels affect European gas supply security, especially during winter.
158. https://www.mediapool.bg/ungariya-shte-spre-gaza-za-ukraina-dokato-ne-bade-vazobnovena-deinostta-na-petroloprovoda-druzhba-news381615.html - • Hungary will suspend gas transfers to Ukraine until the Druzhba pipeline is operational again. • Hungarian Prime Minister Viktor Orbán announced the measure on Facebook. • The Druzhba pipeline was halted in January, causing a dispute with Hungary over a blocked EU loan to Kyiv. • The EU proposed to inspect the pipeline, and Ukraine accepted technical aid and funding to restart supplies. • Hungary and Slovakia, the only EU countries still importing Russian oil via Druzhba, accuse Ukraine of delays for political reasons.
159. https://anewz.tv/world/world-news/18915/hungary-to-halt-gas-supplies-to-ukraine-amid-pipeline-row/news - * Hungary will gradually stop gas supplies to Ukraine until oil is supplied via the Druzhba pipeline. * Prime Minister Viktor Orbán announced the measure on Facebook. * The move aims to safeguard Hungary’s energy security and involves storing gas domestically. * Dispute centres on damage to the Druzhba pipeline, which transports Russian oil through Ukraine. * The dispute has caused tension with EU partners and criticism over Hungary’s stance on Ukraine.
160. https://zn.ua/POLITICS/ultimatum-orbana-venhrija-priostanavlivaet-postavki-haza-v-ukrainu-iz-za-ostanovki-druzhby.html - * Hungarian Prime Minister Viktor Orbán announces gradual reduction of gas supplies to Ukraine, with remaining volumes stored in reserves. * Hungary plans to cease gas exports until Ukraine restores oil transit through the 'Druzhba' pipeline. * Orbán indicates upcoming legislation in response to Ukraine's control over oil pipeline operations. * Ukrainian President Zelensky states recovery of the 'Druzhba' pipeline could take about month and a half, citing damage from Russian strikes. * EU officials and Ukrainian leaders discuss potential technical and financial aid for pipeline repair.
161. https://www.ajunews.com/view/20260325152559460 - * QatarEnergy declares force majeure on LNG supply contracts with South Korea, Italy, Belgium, and China. * The declaration follows repeated attacks on Qatar's Ras Laffan LNG plants, impacting supply. * The move is unprecedented and could lead to higher global LNG prices. * South Korea's LNG supply is partially affected, but short-term supply is managed. * Rising LNG prices may impact Korea's power generation costs in 2024.
162. https://pmnewsnigeria.com/2026/03/25/iran-eases-transit-rules-in-strait-of-hormuz-sets-conditions/ - * Iran is easing restrictions on transit through the Strait of Hormuz. * Vessels not deemed hostile and not supporting military action against Tehran may pass. * Ships must comply with Iranian security regulations and coordinate with authorities. * The Strait of Hormuz is a key shipping route for global oil and gas supplies. * The waterway has become a flashpoint in the current U.S.-Israeli war with Iran.
163. https://www.ajunews.com/view/20260325152559460 - * QatarEnergy declares force majeure on LNG supply contracts with South Korea, Italy, Belgium, and China due to repeated attacks on its Ras Laffan plant. * The declarations follow Iran's attacks earlier in the month and ongoing disruptions, raising concerns about global LNG supply. * The South Korean government states domestic LNG supply remains stable, with planned measures to mitigate potential impact. * Price volatility in LNG markets is expected to increase, affecting mainly electricity generation where LNG accounts for 28.1% of power sources in 2024. * The situation underscores increased geopolitical risks affecting natural gas supply security and market prices.
164. https://www.ajunews.com/view/20260325143912362 - * Middle East conflict causes LNG price surge, with Japan–Korea marker rising to $20.6 per MMBtu and European prices reaching €61 per MWh. * QatarEnergy declares force majeure on some long-term LNG contracts due to Iran conflict impact. * Korea's LNG import from Qatar covers about 14%, but contract flexibility mitigates immediate supply concerns. * Market analysis indicates price volatility, not supply shortages, as key risk. * Potential LNG price increase could raise electricity costs, affecting industries like semiconductors and steel. * Korean government activates emergency response systems, including monitoring and policy adjustments. * Experts recommend reducing dependence on LNG and increasing renewable and nuclear energy sources.
165. https://www.ajunews.com/view/20260325143912362 - * The recent Middle Eastern conflict led Qatar declaring force majeure, causing LNG prices to surge. * Korean LNG spot prices rose from 10.7 to 20.6 USD/MMBtu within a month; European prices nearly doubled. * Korea has long-term LNG contracts with QatarEnergy, with the latest force majeure declaration impacting supply assurances. * Market analysis indicates price volatility poses a greater risk than supply shortages, affecting electricity costs. * Rising LNG prices could increase fuel costs for Korea Power and threaten industrial competitiveness, especially in power-intensive sectors.
166. https://iranpress.com/content/316984/iran-china-fms-discuss-regional-tensions-and-us%e2%80%93israeli-attacks-phone-call - * The call highlights growing diplomatic coordination between Iran and China amid regional instability caused by US and Israeli strikes on Iran. * Both nations condemned US and Israeli military actions, with China reaffirming opposition to violations of sovereignty. * Iran's Araghchi described US and Israeli aggression as the main cause of insecurity in the Strait of Hormuz and called for international law adherence. * China emphasised its opposition to bullying in international relations and supported diplomatic solutions. * The discussion occurs amidst increased regional friction following military aggression against Iran and Tehran’s strategic responses.
167. https://international.sindonews.com/read/1690099/43/as-ketar-ketir-iran-bisa-pasang-5000-ranjau-di-selat-hormuz-dan-teluk-persia-1774418601 - * Iran memperingatkan kemungkinan pemasangan 5.000 ranjau di Teluk Persia dan Selat Hormuz sebagai balasan terhadap penempatan pasukan AS di Timur Tengah. * Komando Pusat AS melaporkan menghancurkan 16 kapal Iran yang memasang ranjau dekat Selat Hormuz selama pekan kedua konflik. * Langkah Iran dapat mengakibatkan penutupan jalur pelayaran di Teluk Persia untuk waktu yang lama. * Iran mempertahankan pengaruh besar atas lalu lintas di Selat Hormuz, mengakses kapal melalui drone dan rudal jarak pendek. * Jalur pelayaran berisiko tinggi bagi kapal dari negara yang dianggap tak bersahabat oleh Iran, dengan dampak terhadap pasar energi global.
168. https://hindupost.in/world/trump-and-iran-trade-threats-over-energy-targets-as-hormuz-crisis-rattles-global-markets/ - * The confrontation between US and Iran has entered a more volatile phase, involving threats to critical energy infrastructure in the Gulf. * The Strait of Hormuz, through which 20% of global oil passes, has become a flashpoint. * Trump demands Iran cease threats or face consequences that could impair its oil exports. * Both sides threaten targets such as oil fields, gas facilities, and shipping routes, escalating tensions impacting global markets.
169. https://news.google.com/rss/articles/CBMiqAFBVV95cUxQTUdkRmx3Q3VqQzlOcFI5TlBWTVlfeHViSnpxR21OOTg0OEEzZnoxZ1U4MVktY3NJZFRXcm41SmlINXZuMUk1d045Mm1oVTNYOVhsaFRjckE3S3ZyLTBZU1NkcmtvdXYybFdybzBhMHhxdFNuRTcwb2ZUdWxockxRcEVPX0lBRHhxUUVyMnJDWV9aSlZDRk16dDJnOVRtYkRzSG9FY2J5U3o?oc=5&hl=en-US&gl=US&ceid=US:en - * The energy supply shock caused by the US-Israeli conflict with Iran affects Asia and Europe, with shortages expected to spread in April. * The Strait of Hormuz closure has led to a loss of up to 20 million barrels of oil per day from Middle East producers. * Governments have released record amounts of strategic reserves, but these measures are insufficient. * Kuwait, Saudi Arabia, and the UAE continue some exports, but cannot fully cover the disruptions. * European countries are not fully prepared for continued shortages, with supply issues possibly extending into April. * US oil production remains constrained until at least 2027, and US LNG supply is at maximum capacity, hindering short-term relief efforts.
170. https://www.dawn.com/news/1985117/trumps-new-gimmick - *US President Donald Trump extended his deadline to Iran amid ongoing hostilities in the Middle East.* *Trump's claims of negotiations with Iran are seen as unlikely to lead to meaningful talks.* *The conflict has resulted in attacks on energy infrastructure, including Iran's gas facility and oil terminals.* *Western allies, including NATO, have declined to deploy ships to secure the Strait of Hormuz.* *The crisis has contributed to global economic instability with potential surpassing the oil crises of 1973 and 1979.*
171. https://tass.com/politics/2106579 - * Vladimir Zelensky may blow up the TurkStream gas pipeline to attract attention, according to Alexander Borodai.* The claim refers to possible escalation by Zelensky driven by political motives.* Hungarian Prime Minister Viktor Orban reported Ukrainian attacks on TurkStream infrastructure.* The context involves ongoing tensions related to Ukraine, Russia, and international responses.* The article concerns geopolitical risks related to natural gas pipelines and regional conflicts.
172. https://the-ken.com/story/who-pays-when-reliance-falls-short-of-its-promises-not-reliance/ - • India faces increased reliance on imported natural gas, with over half its needs met by imports, mainly from Qatar. • Recent attacks on Qatar’s energy installations compromised 17% of Qatar’s LNG capacity, affecting supplies to India. • US President Donald Trump announced a $300 billion oil refinery project in Texas involving Reliance Industries. • Reliance gave no clarification about Trump’s announcement, highlighting strategic ambiguity. • India’s reliance on regional gas supplies exposes vulnerability to geopolitical risks.
173. https://www.ucanews.com/news/crude-tumbles-stocks-rally-on-hopes-for-iran-war-winding-down/112458 - * Oil prices declined over six percent following signs of de-escalation in the Middle East conflict, with US and Iranian negotiations occurring. * Iran announced it will allow 'non-hostile' vessels through the Strait of Hormuz, easing concerns over energy supply routes. * US President Trump sent a peace plan to Iran, with discussions reportedly involving a ceasefire and nuclear negotiations. * Global markets, including Asia, reacted positively with stocks rising, but ongoing violence and troop movements indicate continued geopolitical risks. * Economic impacts include energy restrictions in several countries and reductions in airline operations across the Middle East region.
174. https://tass.com/politics/2106579 - * Vladimir Zelensky may sabotage TurkStream gas pipeline to attract global attention, according to Alexander Borodai. * Hungarian Prime Minister Viktor Orban stated Ukrainians previously attempted attacks on TurkStream infrastructure. * Zelensky seeks escalation in Ukraine, as he is motivated by maintaining power through hostilities. * Discussions also mention Hungary and Slovakia blocking a €90 billion military loan and sanctions against Russia.
175. https://tfipost.com/2026/03/us-warns-european-union-over-energy-access-as-trade-deal-vote-looms-amid-rising-global-tensions/ - * US and EU tensions escalate over a transatlantic trade agreement, with the US hinting at reduced energy cooperation if the deal is not ratified. * The agreement includes EU commitment to purchase up to $750 billion of US energy by 2028. * Europe has increased reliance on US LNG following its phase-out of Russian fossil fuels, raising concerns over energy security and costs. * The European Parliament's vote exposes divisions within the EU regarding the deal's economic and strategic implications. * Russia criticises EU’s energy strategy, warning of potential price increases, while redirecting exports to other markets.
176. https://apnlive.com/world-news/trump-iran-hormuz-oil-gas-gift/ - * US President Donald Trump claimed Iran provided a 'big present' linked to oil and gas, related to the Strait of Hormuz. * Trump indicated the development was connected to energy flow and not Iran's nuclear programme. * Iran conveyed it would allow safe passage to non-hostile vessels through Hormuz. * The Strait of Hormuz is a vital global oil route, significantly affected by ongoing conflicts. * Diplomatic talks with Iran are ongoing, with efforts to resolve the crisis affecting global energy markets.
177. https://apnlive.com/world-news/pm-modi-trump-call-strait-of-hormuz-energy-security/ - * Prime Minister Narendra Modi highlighted disruptions in global energy markets due to West Asian conflict, affecting trade routes and energy supplies. * The conflict has led to restrictions through the Strait of Hormuz and targeted energy infrastructure in the region. * India has diversified energy import sources, expanded strategic reserves, and promoted domestic gas use to ensure energy security. * The government is investing Rs 70,000 crore to build ships domestically to reduce dependence on foreign shipping. * India maintains ongoing diplomatic contacts with Gulf nations, Iran, Israel, and the US to de-escalate tensions and secure energy routes.
178. https://www.thisdaylive.com/2026/03/25/at-ceraweek-nnpcl-says-nigeria-positioned-as-reliable-global-energy-supplier/ - * Nigeria's NNPC states the country is regaining its status as a reliable energy supplier, citing improved security and policy stability. * The country’s oil production is projected to increase by about 100,000 barrels per day despite a 2026 budget benchmark of 1.84 million bpd. * Nigeria’s improved position is partly attributed to global disruptions caused by the US-Israel war against Iran, affecting Middle East oil facilities and shipping routes. * NNPC CEO Bayo Ojulari highlights reforms, operational autonomy, and partnership with international companies as key factors in Nigeria’s energy sector growth. * Ongoing projects such as the NLNG Train 7 and new gas infrastructure are aimed at boosting domestic supply and exports, leveraging Nigeria’s vast gas reserves.
179. https://www.seattletimes.com/business/the-latest-trump-calls-for-help-to-reopen-the-strait-of-hormuz/?utm_source=RSS&utm_medium=Referral&utm_campaign=RSS_all - - President Donald Trump demands about seven countries send warships to maintain open access through the Strait of Hormuz, as Iran's military actions disrupt oil shipping. - Iran's strikes on ships and threats have significantly slowed regional shipping, impacting global oil markets. - The conflict involves U.S., Israel, Iran, Lebanon, Iraq, UAE, and other Gulf nations, with ongoing military exchanges and attacks. - The war has resulted in casualties on all sides and increased geopolitical tension, affecting energy security and supply routes.
180. https://www.elcomercio.com/actualidad/mundo/iran-flexibiliza-el-transito-en-el-estrecho-de-ormuz-para-buques-no-hostiles/ - ["*Iran announced that 'non-hostile' vessels can transit the Strait of Hormuz safely if they comply with safety norms and coordinate with Iranian authorities.", '*The decision follows a partial blockade by Iran since late February, which heightened military tensions and increased global oil prices.', "*The move is viewed as a diplomatic signal and coincides with US President Donald Trump’s remarks calling it a 'big gift' to the US, amid paused attacks on Iranian infrastructure.", "*Transits will be subject to control and coordination with Iran's naval forces; the Strait remains a critical and volatile geopolitical zone."]
181. https://www.etoday.co.kr/news/view/2569097 - * QatarEnergy declares force majeure on LNG supply contracts with South Korea and other importers due to damage at Ras Laffan industrial complex from missile attack. * The attack affects approximately 20% of global LNG supply and 17% of Qatar's export capacity, with repairs estimated to take 3-5 years. * The declaration limits legal liabilities for Qatar, making it difficult for importers to claim damages and increasing reliance on short-term spot market LNG procurement. * Spot prices, which are more volatile and higher than long-term contracts, could lead to increased import costs if supply disruptions persist. * South Korea imports about 900,000 to 1 million tonnes of LNG annually from Qatar, with existing stockpiles and diversified sourcing mitigating short-term risks, but long-term dependence and cost impacts remain concerns.
182. https://www.prensalibre.com/guatemala/la-industria-energetica-del-golfo-tardara-anos-en-recuperarse-de-la-guerra-con-iran/ - ['* The war with Iran disrupted Gulf oil, gas, and LNG facilities, with damage to multiple infrastructure sites.', '* Reopening of key oil and gas fields may take between two and five weeks, or up to five years for some LNG facilities.', '* Damage to Ras Laffan LNG plant in Qatar could hinder supply to Europe and Asia for up to five years.', '* Re-establishing supply chains will depend on stabilisation, personnel return, and careful pressure management in reservoirs.', '* Reopening of Strait of Ormuz and return of tanker traffic are critical to restoring energy exports.']
183. https://newtalk.tw/news/view/2026-03-25/1026133 - * Iran has set up a 'safe corridor' in the Hormuz Strait and begun charging high transit fees of up to USD 2 million. * At least nine ships, including Chinese-owned vessels, have recently passed through this corridor. * The corridor is located near Gasham and Larak islands, with ships requiring approvals from Iran's maritime authorities. * The move comes amidst ongoing US-Iran conflict and blockade of the strait, which affects global oil transportation. * Iran potentially earns up to USD 80 billion annually from the fees, impacting global energy markets.
184. https://newtalk.tw/news/view/2026-03-25/1026163 - * Middle East tensions cause disruptions in natural gas supply, including Iran's attack on Qatar energy facilities. * Iran's attack leads Qatar to suspend long-term LNG supply agreements with China for 3 to 5 years. * US President Trump urges Europe to agree on trade deals or face natural gas supply restrictions. * Iran's missile attack on Qatar's LNG hub impacts global supply, amid decreasing Russian pipeline flow and Norway capacity limits. * Russia and Vietnam agree to build Vietnam's first nuclear power plant, expanding energy sources. * These developments threaten global LNG supply and Europe's energy security.
185. https://www.cbsnews.com/live-updates/iran-war-oil-prices-strait-of-hormuz-trump-threat-kharg-island/ - * Iran's war impacts gas prices and the Strait of Hormuz is blocked.
186. 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.
187. 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.*
188. 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.
189. 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.
190. 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.
191. 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.
192. 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'.
193. 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.
194. 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.
195. 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.
196. 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.
197. 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.*
198. 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.
199. 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.
200. 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.']
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.
211. 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.']
212. 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.
213. 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.
214. 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.
215. 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.
216. https://en.yna.co.kr/view/AEN20260325000200315 - * QatarEnergy declares force majeure on LNG supply contracts with South Korea, China, Italy, and Belgium.
217. 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.
218. 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.
219. 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.
220. 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.
221. 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.
222. 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.
223. 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.
224. 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.
225. 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.
226. 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.
227. 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.*
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.
236. 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.']
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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."
247. 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.
248. 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.*
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.*
266. 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.
267. 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.
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.*
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.*
286. 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.
287. 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.
288. 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.
289. 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.
290. 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.
291. 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.
292. 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.
293. 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.
294. 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
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.']
321. 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.
322. 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.
323. 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.']
324. 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.
325. 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.
326. 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
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.
337. 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
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.']
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.*
372. 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.
373. 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.
374. 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.
375. 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.']
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.*
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.
397. 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'.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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
416. 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.
417. 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.
418. 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.']
419. 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.
420. 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.
421. 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.*
422. 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.']
423. 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.
424. 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.']
425. 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.
426. 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.']
427. 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.']
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.*
441. 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.']
442. 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.
443. 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.
444. 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
445. 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.
446. 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.
447. 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
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.*
458. 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.
459. 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.
460. 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.
461. 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.
462. 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."
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.*
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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."]
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.*
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.']
497. 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.']
498. 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.
499. 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.
500. 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.