Commodities Report: Natural gas futures | 2026-04-03 16:10 UTC [XBQR] | Bullish | tightening

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1. https://pelop.gr/ee-se-chamila-pentaetias-ta-epipeda-fysikou-aeriou-ti-provlimatizei/ - • Gas storage levels in the EU are at 28.1% of capacity, the lowest in 15 years. • Countries like Germany, France, and the Netherlands have storage levels as low as 17.4%. • Causes include higher consumption during colder winters and uncertainties in LNG supply, especially from the Middle East. • European authorities assure immediate supply security but consider easing storage obligations. • Summer 2026 will be critical for LNG imports and energy security planning.
2. https://businessday.ng/energy/article/nigeria-sees-surge-in-lng-demand-as-middle-east-war-reshapes-global-energy-flows/ - * Nigeria experiences increased demand for liquefied natural gas following disruption of Middle Eastern energy flows. * Executive Vice President Olalekan Ogunleye at CERAWeek conference discusses Nigeria’s strategic position and gas reserves. * US-Israeli war on Iran influences buyers to diversify supply sources, creating opportunities for African producers. * Nigeria LNG exports up to 22 million metric tons annually, with plans for expansion by 2027. * Demand for natural gas remains resilient despite geopolitical turbulence, with growth expected to accelerate.
3. https://www.haber7.com/dunya/haber/3617011-cinden-hurmuz-bogazi-cikisi - * China states that the security and open passage of the Hormuz Strait depend on ending military operations, responding to US and Israel-led conflicts. * China's Foreign Ministry spokesperson Mao Ning emphasised that military actions are the main cause of traffic disruptions in the Strait. * The conflict has led to significant disruptions in regional oil, gas, and trade routes, affecting global supply. * China is heavily reliant on the Strait for its oil and natural gas imports. * The article highlights geopolitical tensions involving the US, Israel, Iran, and other Gulf states impacting energy security.
4. https://www.alarabiya.net/arab-and-world/2026/04/03/%D8%AA%D9%82%D8%B1%D9%8A%D8%B1-%D8%A7%D8%B3%D8%B1%D8%A7%D8%A6%D9%8A%D9%84%D9%8A-%D9%8A%D8%B4%D9%8A%D8%B1-%D9%84%D8%AA%D8%B5%D8%B9%D9%8A%D8%AF-%D8%A7%D8%B6%D8%A7%D9%81%D9%8A-%D9%88%D8%AA%D9%88%D8%B3%D9%8A%D8%B9-%D8%A7%D9%84%D8%B6%D8%B1%D8%A8%D8%A7%D8%AA-%D8%B6%D8%AF-%D8%A7%D9%8A%D8%B1%D8%A7%D9%86 - * The war in Iran continues with US and Israel planning to expand strikes, amid reports of missile attacks in Israel and Iran (April 3, 2026).* An Iranian missile fragment fell in Haifa bay, Israel, with shrapnel in multiple locations.* Iran reported explosions in Shiraz, Tabriz, Zanjan, and Qazvin, and US military reports targeted Iranian storage and military sites.* The Iranian IRGC claimed to have targeted Tel Aviv and Eilat with long-range missiles.* The Israeli military intercepted some incoming Iranian missiles, with no casualties reported.* Iranian officials claimed to have shot down a US F-35 fighter and targeted US and Israeli infrastructure.* US and Iran tensions involve threats of further escalation, including potential attacks on Iran's infrastructure.* The conflict impacts regional stability, markets, and global energy supplies, especially the Strait of Hormuz.* The US, Israel, and Iran are engaged in ongoing military exchanges and diplomatic tensions.
5. https://responsiblestatecraft.org/strait-of-hormuz-islands/ - * As Iran's conflict in the Gulf continues, the UAE advocates for a multinational effort to reopen the Strait of Hormuz, controlled by Iran. * The dispute revolves around three islands (Abu Musa, Greater Tunb, Lesser Tunb) captured by Iran in 1971, claimed by the UAE, and strategic for control of shipping lanes. * Iran warns of retaliation if military action occurs, citing risks of escalation and destabilisation of Gulf economies. * Experts suggest that taking the islands would require significant military force, risking Iranian retaliation and regional instability. * The UAE's stance is influenced by regional security concerns and national pride, with implications for US foreign policy and Gulf security dynamics.
6. https://www.azernews.az/oil_and_gas/256536.html - - Oil prices reached $110 a barrel amid increased tension between the US and Iran, with an 8% rise in Brent crude. - Geopolitical escalation by Donald Trump towards Iran has influenced energy markets. - Asian stock markets, including South Korea’s KOSPI and Japan’s Nikkei 225, rebounded following signs of improving supply routes. - Ongoing Iran-Oman talks and a draft proposal on transit through the Strait of Hormuz are easing fears of major supply disruptions. - Markets are reacting more to perceived stability of energy supply routes than to broader geopolitical tensions.
7. https://www.actualno.com/asia/bydeshteto-na-ormuzkija-protok-scenariite-news_2576871.html - * The article discusses potential scenarios for the Strait of Hormuz amid US-Iran tensions and talks of control and access. * The US President Donald Trump threatened Iran and hinted at possible US withdrawal from the route. * Iran maintains control through selective blockade, establishing a transit corridor, and potential monetisation with tolls. * International intervention and guarantee mechanisms are considered to ensure free navigation, drawing historical parallels. * A low-probability scenario involves normalisation and de-escalation, depending on regional and US-Iran relations.
8. https://www.thescottishsun.co.uk/news/16114013/marines-trump-iran-oil-islands-regime/ - • US military forces, including Marine Expeditionary Units, are deploying near Iran to potentially seize key islands, including Kharg Island, in the Strait of Hormuz. • The Pentagon has ordered fortifications and prepared landing support vessels, hovercrafts, and laser weapons. • President Trump has hinted at possible invasion plans, aiming to control Iran’s oil exports. • Iran’s IRGC has responded with missile and drone attacks; regional militias and Israeli agents are involved. • The US considers military options while negotiations with Iran show limited progress.
9. https://www.thehindubusinessline.com/news/world/iran-launches-missiles-at-israel-gulf-states-as-explosions-heard-around-tehran/article70818898.ece - * Iran fired missiles at Israel and Gulf nations, setting fire to a Kuwait refinery. * Explosions were heard around Tehran and Isfahan, with unclear targets. * Iran's drones attacked Kuwait's oil refinery, causing fires. * Oil prices surged following attacks on energy infrastructure and Strait of Hormuz control. * US military forces and carriers have been mobilised in response. * Former CIA director warns Iran's control of the Strait may escalate US involvement. * France and South Korea seek to de-escalate by working to reopen the Strait. * Countries like Bangladesh and Australia implement measures due to energy supply disruptions.
10. https://www.deccanchronicle.com/west-asia/iran-war-live-updates-us-israel-kuwait-uae-1948200 - • Iranian drones struck Kuwait’s Mina al-Ahmadi refinery, sparking fires. • US, Iran, Israel, and Lebanese groups engaged in military threats and attacks in the Gulf region. • US military movements include the USS Gerald R. Ford leaving Croatia after a fire incident. • Iran launched missile attacks on Israel and targeted US and Israeli interests. • Gulf Cooperation Council calls for UN action to protect the Strait of Hormuz. • China criticises US and Israeli actions against Iran.
11. https://europeansting.com/2026/04/03/guterres-warns-of-wider-war-as-middle-east-conflict-enters-second-month/ - * UN Secretary-General António Guterres warns that the Middle East conflict risks escalating into a wider war with global implications, especially disrupting energy supplies. * Guterres calls for diplomatic efforts and peace initiatives, notably dispatching Envoy Jean Arnault. * The conflict involves Israel, the US, and Iran, with Iran targeting Gulf States and threatening shipping through the Strait of Hormuz, impacting global trade. * The Security Council condemns Iranian attacks and urges respect for sovereignty and international law. * Humanitarian needs in Syria and Lebanon are highlighted, with displacement and infrastructure destruction underscoring the crisis.
12. https://www.elzmannews.com/529345 - • Iran warns UN Security Council that military force to reopen Strait of Hormuz is 'unrealistic' and may lead to escalation. • Iran advocates for diplomatic and political solutions amid rising regional tensions. • Iran calls for international dialogue and de-escalation due to concerns over maritime security and global energy markets. • The warnings come as tensions threaten global trade and energy supply chains.
13. https://knews.kg/2026/04/03/tramp-ugrozhaet-nanesti-udary-po-iranskim-mostam-i-elektrostantsiyam-chto-eshhyo-proishodit/ - * President Donald Trump states US military will target Iranian bridges and power stations, following an airstrike on a bridge in Kahriz, west of Tehran, resulting in eight deaths and about 100 injuries. * Iranian Foreign Minister Abbas Araghchi condemns US strikes on civilian facilities and asserts they will not force Iran to surrender. * US and Iran have exchanged strikes; US threatens Iran with further action, while Iran claims to have shot down a second US F-35 aircraft. * Oil prices rise 11% in the US amid fears of prolonged supply disruptions. * European Union considers strengthening naval forces to secure shipping routes through the Strait of Hormuz. * Iran claims to have attacked Israeli and Yemeni targets; Iran also strikes in Tehran and Karaj. * Iran targets US-based company data centres in Dubai and Bahrain; Iranian-backed groups launch attacks such as drones and missiles in the region.
14. https://pragativadi.com/us-iran-conflict-escalates-donald-trump-issues-fresh-warning-after-deadly-bridge-strike-tehran-hits-back/ - *Tensions between the US and Iran increased following a strike on a bridge in Karaj, Iran, resulting in civilian casualties.* *Former US President Donald Trump issued a warning to Iran, signalling potential further military actions.* *Iran condemned the attack, vowing to rebuild and defend sovereignty, while threatening further strikes.* *The incident raised international concerns over regional stability and energy security.* *Diplomatic efforts to de-escalate the conflict continue amid rising regional tensions.*
15. https://www.19fortyfive.com/2026/04/everyone-thinks-iran-closed-the-strait-of-hormuz-what-it-actually-did-is-worse/ - * Iran has made the Strait of Hormuz unstable and costly for vessels to pass through by deploying naval mines, fast attack boats, missiles, and drones, creating a managed chokepoint. * Iran's actions have included selective enforcement and demanding payments in cryptocurrency and Chinese currency, with vessels sometimes paying up to $2 million. * The US and allied navies face a slow and hazardous mine-clearing process if the strait is to be reopened, involving systematic detection and neutralisation of mines. * The US has reduced its naval mine countermeasure capabilities, relying on newer modular systems and unmanned assets, but still faces vulnerabilities. * Iran’s limited but persistent intervention keeps the strait dangerous and expensive for passage, posing a sustained risk that could cause significant global economic disruptions.
16. https://www.sarahanews.net/1312443-%D8%AD%D9%82%D9%84-%D9%83%D8%A7%D8%B1%D9%8A%D8%B4-%D9%84%D9%84%D8%BA%D8%A7%D8%B2-%D9%85%D9%87%D8%AF%D8%AF-%D9%88%D8%A7%D9%84%D9%85%D9%86%D8%B7%D9%82%D8%A9-%D8%A8%D8%B1%D9%85%D8%AA%D9%87%D8%A7/ - * The Karis gas field has become a sensitive point in the escalating regional conflict, especially with ongoing war between Israel and Iran.
17. https://oilprice.com/Latest-Energy-News/World-News/Japans-JERA-Cancels-Long-Term-LNG-Deal-With-Commonwealth.html - * Japan’s JERA and Commonwealth LNG terminated a 20-year LNG supply deal, first signed last June. * The deal involved volumes of 1 million tons annually, with production planned for 2029 and 2031. * Commonwealth LNG cited US government restrictions and environmental concerns for delays. * Japan, the largest LNG buyer globally, aimed to triple US LNG imports to 5.5 million tons annually by 2030. * Japan seeks to secure energy amid Middle Eastern supply crisis, including relaxing coal power restrictions.
18. https://www.devdiscourse.com/article/headlines/3861224-escalation-in-the-gulf-iran-strikes-back - ● Iran launches missile attacks on Israel and Gulf nations, affecting Kuwait. ● Explosions occur in Tehran and Isfahan amid regional tensions. ● Iran's influence over the Strait of Hormuz causes oil prices to spike, with US crude rising 11.4% and Brent crude 7.8%. ● US increases military presence in the region, with President Trump pledging continued pressure on Iran. ● US officials highlight the strategic importance of the Strait of Hormuz amid escalating conflict.
19. https://dariknews.bg/novini/biznes/111-dolara-za-barel-petrolyt-prodylzhava-da-poskypva-2450929 - * Цените на американския лек суров петрол се повишиха с 11,4% до 111,54 долара за барел, а цените на Брент се повишиха с 7,9% до 109,24 долара за барел. * Анализ на „Би Ем Ай“ посочва, че продължителен конфликт с Иран увеличава рисковете за инфраструктурата и продължителността на възстановяването. * Влиянието от поскъпването се разпространява глобално, въпреки че САЩ разчитат ограничено на внос от Персийския залив. * Тръмп заяви, че иска да вземе петрол от Иран и обеща силни удари в следващите две-три седмици. * Анализаторите прогнозират цена на Брент между 95 и 110 долара, като ситуацията остава усложнена заради затваряне на Ормузкия пролив. * Иран и региона настояват за използване на сила за отваряне на протока, а иранските власти заявяват, че бъдещето ще се реши от Иран и Оман.
20. https://www.jpost.com/middle-east/article-891962 - * The Houthis launched ballistic missiles at southern Israel and interfered with maritime shipping in the Bab el-Mandeb Strait. * The attacks are linked to Iran’s regional conflict, involving Iran, Hezbollah, and other allies. * The Houthis’ involvement raises the risk of closing the Bab el-Mandeb Strait, crucial for global oil shipments. * Iranian IRGC personnel are involved in supervising and training Houthis, deepening Iran’s regional influence. * The escalation marks a fourth front in the Iran-US-Israel conflict, with potential to impact global energy markets.
21. https://jamaicainquirer.com/how-war-on-iran-turned-pakistans-lng-surplus-into-a-looming-shortage/ - * Pakistan's domestic gas production declined, and it relied heavily on imported LNG from Qatar and the UAE. * The conflict between Iran, Qatar, the US, and Israel disrupted gas exports, notably after Iran's retaliatory strikes in March 2026. * Pakistan’s LNG imports sharply decreased from 8–12 shipments monthly to just 2 shipments in March 2026. * LNG prices increased by 19% in a month, from $10.47 to $12.49 per MMBtu. * The energy sector faces potential shortages, with a reliance on domestic gas and alternative sources amidst halted LNG supplies.
22. https://economictimes.indiatimes.com/news/defence/iran-war-day-35-donald-trump-strait-of-hormuz-us-israel-iran-war-latest-news/articleshow/129992864.cms - • Iran vows 'crushing' attacks and continues strikes despite US claims of threat reduction. • Casualties reported in Iran, Israel, Lebanon, and Gulf states, with Iranian attacks extending across the region. • Strait of Hormuz remains blocked, causing a 94% drop in traffic, affecting global oil markets. • Oil prices have risen by 50%, impacting global energy, with increased fuel costs and economic repercussions. • Western and regional countries discuss diplomatic solutions for reopening the waterway; military intervention considered unlikely.
23. https://economictimes.indiatimes.com/news/new-updates/indian-friends-in-safe-hands-no-worries-iran-assures-india-of-safe-passage-in-hormuz-amid-escalating-war-crisis/articleshow/129993402.cms - * Iran’s embassy in India posts on X that Indian vessels are 'in safe hands' amid tensions in the Strait of Hormuz. * Iran and Oman will decide the future of the Strait, which India has access to during conflict. * The Strait of Hormuz is a vital shipping route, handling one-fifth of global oil trade. * The UN Security Council is set to vote on a Bahraini resolution to protect shipping in the Strait. * The draft resolution authorises 'all defensive means necessary' to safeguard shipping, supported by Bahrain, Gulf states, and the US. * China, France, and Russia expressed opposition; a final vote is scheduled after procedural delays. * Concerns over safe passage impact global oil prices and economic stability.
24. https://jamaicainquirer.com/how-war-on-iran-turned-pakistans-lng-surplus-into-a-looming-shortage/ - * Pakistan's LNG imports shifted from surplus to shortage due to the Iran war and regional conflict escalation. * Qatar's LNG production was disrupted by strikes, with force majeure declared, affecting Pakistan's supply. * Pakistan's LNG imports, primarily sourced from Qatar and UAE, fell sharply from 8-12 shipments monthly to only 2 in March. * Prices for LNG increased by 19% from February to March, reflecting tightening global supply. * Pakistan's energy sector faces imminent shortages, with reliance on domestic gas, imports, and alternative sources, amidst looming summer demand.
25. https://jamaicainquirer.com/how-war-on-iran-turned-pakistans-lng-surplus-into-a-looming-shortage/ - * Pakistan experienced a surplus of imported LNG due to falling demand up to early 2026.* *The war between the US, Israel, and Iran in 2023 led to attacks on Iran’s and Qatar’s gas facilities, disrupting LNG supplies.* *Qatar’s LNG exports to Pakistan ceased almost completely from March 2023, causing supply shortages.* *Pakistan relies on LNG imports from Qatar and the UAE, primarily through long-term contracts with Qatar.* *The disruptions caused a shift from surplus to shortage, affecting Pakistan’s power generation and energy security.*
26. https://www.geo.tv/latest/658313-us-crude-jumps-more-than-11-brent-nearly-8-after-trump-vows-more-attacks-on-iran - * US oil prices increased by more than 11%, and Brent nearly 8%, following President Trump's vow to escalate attacks on Iran and ongoing tensions in the Strait of Hormuz. * President Trump announced intensified military operations without a timeline for hostilities' end. * Iran is drafting a protocol with Oman to monitor traffic in the Strait, which Iran has effectively shut down in retaliation for US and Israeli strikes. * Oil prices remain volatile, with futures contracts trading near $110 per barrel, the highest since March 2020, and premiums for US oil over Brent reaching a year high. * Markets expect potential reopening of the Strait to lower risk premiums, with international efforts ongoing, including a virtual meeting hosted by Britain and possible OPEC+ output decisions.
27. https://www.abc.net.au/news/2026-04-03/hegseth-sacks-army-general-coalition-strait-of-hormuz/106529858 - * US Defence Secretary Pete Hegseth requested the immediate retirement of US Army Chief of Staff General Randy George amid ongoing Iran tensions. * Around 40 countries discussed forming a coalition to reopen the Strait of Hormuz, aiming to counter Iran's blockade and ensure free passage. * The meeting ended without specific agreements but recognised Iran's attempt to impose transit fees and the need for military options. * US oil prices increased over 11% due to concerns about oil supply disruptions amid ongoing conflict with Iran. * US, UK, and other nations condemned Iran's actions, with some nations exploring protocols to secure shipping routes.
28. https://www.maritimegateway.com/india-joins-uk-led-60-nation-hormuz-talks-as-foreign-secretary-champions-free-navigation-and-energy-security/ - * India participated in a UK-led virtual summit with over 60 nations to explore pathways for reopening the Strait of Hormuz amid the crisis. * Participation signals a shift from bilateral diplomacy with Iran to multilateral engagement. * India has successfully transited six ships through the Strait since the crisis began. * Foreign Secretary Vikram Misri emphasised principles of freedom of navigation and highlighted the impact on India’s energy security. * The summit excluded the US, positioning itself as a diplomacy-first approach outside US military strategy. * India maintains diplomatic channels with Iran, balancing engagement with regional neighbours and energy security considerations.
29. https://amwaj.media/en/media-monitor/iran-war-sitrep-suspicion-towards-mediation-effort-as-military-coordination-incre - * Iran intensified missile attacks on Israel on April 1, with increased missile launches coinciding with Passover to maximise psychological impact. * Israeli-US strikes targeted Iranian infrastructure, including bridges, airports, and cities around Isfahan. * Iranian forces increased domestic and regional coordination, involving missile launches from multiple bases and activities in Lebanon and Yemen. * Iran's control over the Strait of Hormuz and disruptions to global energy supply were highlighted. * Political tensions include US statements on ending the war, Israeli policies on Lebanon, and regional diplomacy challenges. * Yemen's attacks on Israel and Gulf incidents demonstrate expansion of conflict and strategic signalling. * Iranian analysts call for comprehensive war settlement, emphasising coordinated actions across fronts. * US and China’s diplomatic moves, alongside internal Iranian criticism of mediation efforts, influence strategic calculations. * Day 33 of the conflict highlights dilemmas in Iran’s escalation strategy amid target constraints and external pressures.
30. https://www.nzz.ch/wirtschaft/iran-krieg-droht-deutschland-eine-neue-gaskrise-ld.1932267 - • German gas storage levels are approximately 20% full, with a target of 80% by November. • The Iran conflict has led to global gas shortages, notably affecting LNG supplies from Qatar and transit through the Strait of Hormuz. • Gas prices, notably on the European market, have doubled since the conflict began, complicating storage fill efforts. • German authorities assess gas supply security, with discussions on strategic reserves and regulatory adjustments. • Experts propose expanding domestic gas extraction via fracking to increase energy independence.
31. https://tass.com/world/2111217 - - Several explosions reported in Bushehr, Iran, with missile launch systems shelled, according to Al Arabiya. - The Atomic Energy Organization of Iran (AEOI) indicated previous targeted strikes on Bushehr Nuclear Power Plant since February 28. - Iran’s heavy water plant in Khondab was attacked the day before. - The US and Israel launched a military operation against Iran on February 28, targeting major Iranian cities and sites. - Iranian authorities reported casualties including key leaders killed in the joint US-Israeli attack.
32. https://bhaskarlive.in/us-strikes-key-iran-bridge-trump-warns-much-more-to-follow/ - * US forces hit the B1 bridge linking Tehran and Karaj, Iran, targeting Iran's missile and drone supply routes. * The strike occurred during Nowruz and resulted in at least eight deaths and dozens wounded. * President Trump announced the attack on social media and warned more actions would follow. * Iran's officials disputed the bridge’s military use and refused negotiations with Washington. * Additional attacks targeted Iran's Pasteur Institute, and regional tensions include missile interceptions and conflicts involving Yemen and Israel. * Diplomatic efforts at the UN to reopen the Strait of Hormuz have stalled with Russia, China, and France blocking force authorisation.
33. https://mynorthwest.com/world/iran-fires-on-targets-across-mideast-while-israel-and-us-hit-tehran-as-war-shows-no-signs-of-slowing/4224403 - * Iran attacked targets across the Middle East amid ongoing conflict involving US and Israel airstrikes.
34. https://www.whalesbook.com/news/English/commodities/India-Ramps-Up-Russian-Crude-as-Hormuz-Disruptions-Hit-Gas-Imports/69cf367469ec081354e2be31 - * India's March energy imports saw a 94% increase in Russian crude purchases, reaching 2.06 million barrels per day. * Disruptions at the Strait of Hormuz caused LPG imports to drop over 45% and LNG imports from Qatar to decline by 92%. * QatarEnergy declared force majeure, affecting 17% of Qatar's LNG export capacity, with repairs taking three to five years. * India and China account for about 85% of Russia's oil exports, with Indian refiners leading procurement. * The crisis underscores shared Asian supply challenges, with increased diversification and domestic production efforts.
35. https://www.gazetaprawna.pl/biznes/energetyka/artykuly/11223541,ceny-gazu-w-europie-mocno-spadaja-reakcja-na-amerykanski-plan-pokojow.html - * Gas prices in Europe decline following US proposal for Iran's war end, boosting market optimism. * US and Israel's campaign targets Iran's missile and nuclear programmes, with discussions on maritime routes. * Iran informed IMO member states that non-hostile ships may pass through Strait of Hormuz with Tehran's coordination. * The Iran conflict impacts LNG supply, with Iran's attack on Ras Laffan causing damage to 17% of QatarEnergy's extraction capacity. * Repair works could take up to five years, leading to increased competition for LNG supplies in Europe. * Current EU gas storage levels are at 28.5%, below the five-year average of 41%.
36. https://aif.ru/politics/v-finlyandii-dopustili-bunt-protiv-vlastey-iz-za-sankciy-protiv-rossii - * Professor Tuomas Malinen from Helsinki University warns that energy crisis caused by EU sanctions on Russian gas could lead to a serious uprising in Finland. * EU reached a temporary agreement in December 2025 to cease Russian gas imports, with full bans on LNG from January 2027 and pipeline gas from November 2027. * Experts estimate the import reduction could exceed 17%. * Russia criticises Western sanctions, claiming they lead to increased dependence and higher energy prices. * The article discusses geopolitical impacts of sanctions on EU and Russian gas markets.
37. https://www.kp.ru/daily/27768/5227219/?from=twall - * Hungarian Prime Minister Viktor Orbán announced Hungary will stop gas supplies to Ukraine. * Ukraine has blocked the Druzhba pipeline for 30 days and continued attacks on southern gas pipelines, affecting Hungary. * Hungary will store remaining gas domestically and focus on energy security. * The move aims to avoid Ukraine's blockade impact, which previously supplied about 46-48% of Ukrainian gas imports. * The decision comes amid broader tensions following Ukraine's actions against Hungary’s oil and gas infrastructure.
38. https://www.cnbc.com/2026/03/25/iran-war-oil-shell-totalenergies-energy-strait-of-hormuz.html - * A European energy CEOs' warning about energy supplies amid Iran conflict and restricted Strait of Hormuz access. * Crude prices surged around 40%, nearing $120 a barrel. * Concerns of supply shortages affecting Asian countries, including Philippines, South Korea, and Japan. * Japan plans to release national stockpiles following IEA's coordinated release of 400 million barrels. * Fears of supply disruptions spreading to Europe and others, with Shell CEO Wael Sawan emphasising the link between energy and national security.
39. https://lanouvelletribune.info/2026/03/gaz-meloni-en-algerie-pour-securiser-le-marche-europeen-en-pleine-guerre-au-moyen-orient/ - * Giorgia Meloni, cheffe du gouvernement italien, se rend en Algérie le 25 mars pour évoquer la coopération énergétique avec le président Abdelmadjid Tebboune. * La visite intervient dans un contexte de tensions au Moyen-Orient et en Ukraine, compliquant les approvisionnements en hydrocarbures. * L’Algérie, partenaire clé pour l’Italie, couvre 31 % des besoins italiens en gaz, avec des gazoducs reliant les deux pays. * L’Algérie souhaite augmenter ses exportations de gaz pour répondre aux demandes européennes et faire face à la hausse des prix, tout en réduisant certains approvisionnements domestiques. * Malgré ses efforts, l’Algérie ne peut entièrement satisfaire la demande européenne, qui se tourne aussi vers les USA, la Norvège, le Nigeria, et la Russie, cette dernière représentant 13,1 % des importations européennes en 2025.
40. https://www.mirror.co.uk/news/world-news/breaking-iran-vows-hunting-down-36923240 - * Iran states it is searching for US military personnel in the Middle East following drone and missile strikes on US bases. * Iranian military spokesman Ebrahim Zolfaqari asserts that all US bases in the region have been destroyed, causing US soldiers to flee. * Iran has rejected a US peace proposal and has outlined five conditions for ending the conflict, including cessation of aggression and sovereignty guarantees over the Strait of Hormuz. * The US has increased military deployment to the Middle East amid ongoing tensions, with public opinion showing 59% of Americans consider recent military actions excessive.
41. https://aif.ru/politics/world/zelenskiy-zaigralsya-v-druzhbu-ukraine-perekryli-podachu-gaza - * Hungary announced it will cease gas supplies to Ukraine until Kyiv resumes transit of Russian oil via the 'Druzhba' pipeline, as stated by Hungarian Prime Minister Viktor Orbán. * The suspension marks a new stage in Ukraine's 'oil blockade' declared in late January, following alleged damage to the pipeline. * Hungarian analyst Igor Yushkov highlights Hungary's former significant role as a gas supplier to Ukraine, which could impact Ukraine's upcoming heating season. * The move is seen as partly political, with Hungary blocking Kyiv's access to financial aid and maintaining its own strategic interests amid broader energy security concerns.
42. https://www.corpmagazine.com/industry/economy/gas-prices-surge-past-4-per-gallon-as-war-continues/ - * The average price of a gallon of gas rose above $4 for the first time in over three years. * The increase is linked to the war involving Iran, the US, and Israel, and disruptions in shipping through the Strait of Hormuz. * Prices climbed approximately $1.06 per gallon, or 36%, since late February. * U.S. crude oil prices exceeded $100 a barrel, contributing to further price increases. * Analysts predict further price rises and potential economic impacts.
43. https://www.mirror.co.uk/news/world-news/breaking-iran-threatens-uae-bahrain-36923397 - * Iran states it is 'fully prepared' to invade the UAE and Bahrain, citing military drills and capability. * Iranian official warns of targeting UAE's financial assets if Iranian assets are removed. * Iran dismisses US ceasefire proposal and continues attacks on Israel and Gulf countries. * Middle East conflict escalates with significant casualties on all sides, including US and regional forces. * Iran's stance is linked to ongoing regional tensions and US-led sanctions and negotiations.
44. https://www.business-standard.com/world-news/us-allies-working-on-plan-b-for-strait-of-hormuz-if-trump-walks-away-126040300122_1.html - * More than 40 US allies met to plan for reopening the Strait of Hormuz if Trump withdraws from Iran, signalling international concern. * The UK led the virtual meeting, involving nations from Europe, the Middle East, Asia, Australia, and Canada. * Countries considered diplomatic outreach and sanctions if Iran refused to unblock the shipping lane. * Military planners will meet next week to discuss deploying naval assets to guard the waterway. * There is little support for reopening the strait by force, and efforts focus on diplomacy and sanctions.
45. https://www.ilgiornale.it/news/politica/qatar-blocca-gas-allitalia-meloni-vola-ad-algeri-2642951.html - * Qatar's state oil company declares force majeure on long-term LNG contracts with Italy, Belgium, South Korea, and China. * Italy, dependent on Qatar for 42% of its LNG imports last year, faces supply disruption. * Italian Prime Minister Giorgia Meloni visits Algeria to negotiate gas supply increases. * Algeria supplies about a third of Italy's gas needs via the Transmed pipeline. * The US emerges as Italy's largest LNG supplier, accounting for approximately 45% of imports in 2025. * The EU and Australia conclude a broad trade agreement to diversify sources amid global geopolitics.
46. https://energynow.com/2026/04/first-lng-ship-to-attempt-hormuz-exit-isnt-carrying-a-cargo/ - * A liquefied natural gas tanker, Sohar LNG, entered the Strait of Hormuz without cargo, aiming to pass through since the war began.
47. https://www.novinite.com/view_news.php?id=237839 - * The US is expanding shipments of liquefied natural gas to Southeast Europe and Ukraine via Greece. * The initiative is part of a broader American energy strategy involving Greek LNG infrastructure. * The first shipment has reached the Ukrainian market. * Discussions are ongoing with Bulgaria and Romania to enhance regional energy cooperation. * Greek LNG terminals at Revythousa and Alexandroupolis are involved. * The development is linked to geopolitical shifts and reconfiguration of energy routes in Europe.
48. https://www.zerohedge.com/energy/three-lng-tankers-are-first-cross-strait-hormuz-war-started - * A liquefied natural gas (LNG) tanker has entered the Strait of Hormuz, reportedly the first since the outbreak of conflict. * The Sohar LNG tanker, moving eastward to Oman, appears not to be loaded with cargo. * Three VLCCs carrying Saudi and Emirati cargo are sailing towards Oman; they are laden with approximately 4 million barrels of oil. * Iran announced the Oman protocol, involving tolls and controlled passage, affecting shipping through the strait. * The crossing of LNG vessels is critical as disruptions have affected about a fifth of global LNG supply since February.
49. https://www.lapresse.tn/2026/03/24/qatarenergy-declare-la-force-majeure-suite-a-des-attaques-contre-ses-installations/ - * QatarEnergy announced a force majeure on some long-term LNG supply contracts following missile attacks on Ras Laffan facilities. * Attacks occurred on 18 and 19 March, damaging two GNL processing units and a gas-to-liquids unit. * The damage has caused a partial shutdown, ending about 17% of Qatar's LNG export capacity, approximately 12.8 million tonnes per year. * The company estimates repair and rehabilitation could take three to five years, affecting revenue and national plans. * The incident impacts global LNG markets, especially in Europe, Asia, and Japan.
50. https://www.lapresse.tn/2026/03/24/qatarenergy-declare-la-force-majeure-suite-a-des-attaques-contre-ses-installations/ - * QatarEnergy announces force majeure on LNG supply contracts following missile attacks at Ras Laffan in March.
51. https://www.ilfattoquotidiano.it/2026/03/24/qatar-stop-forniture-gas-italia-notizie/8335063/ - * Qatar Energy, the state oil company, announces force majeure on long-term LNG supply contracts with Italy, Belgium, South Korea, and China. * Supplies will be suspended or delayed, with extended disruption for Italy's importer Edison. * Italy is the main European importer of Qatari LNG, accounting for about 42% of its LNG needs in 2025. * Italy’s LNG imports from Qatar cover approximately 10% of its total energy consumption. * Italy plans to reduce consumption or increase supply from other sources, with planned diplomatic visits to Algeria. * The Italian think tank Ecco suggests replacing Qatar’s gas through renewables, efficiency, and electrification, avoiding new infrastructure investments. * Gas storage levels in Italy are high at 44%, and a reduction in demand is crucial to mitigate market volatility and price rises.
52. https://www.aljazeera.com/news/2026/3/24/qatarenergy-declares-force-majeure-on-some-lng-contracts?traffic_source=rss - * QatarEnergy declared force majeure on some LNG supply contracts, affecting deliveries to Italy, Belgium, South Korea, and China. * The move follows US-Israeli conflict with Iran, impacting production and supply. * Iranian attacks damaged Qatar’s Ras Laffan gas facility, reducing LNG export capacity by 17%, causing losses of $20bn annually. * Iranian and Israeli strikes targeted regional energy infrastructure, including the South Pars gas field. * The conflict has heightened concerns over energy supply disruptions and prices.
53. https://www.thedailystar.net/news/world/russian-invasion-ukraine/news/russia-blocks-drone-strike-turkey-pipeline-4142071 - • Russian forces repelled a drone attack on the TurkStream gas pipeline connecting Russia and Turkey. • The attack targeted the Russkaya compressor station, which is the pipeline's starting point. • The incident occurred early yesterday, with no damage reported. • Several European countries, including Hungary, Slovakia, and Serbia, receive gas via TurkStream. • Ukraine has previously attacked Russian energy infrastructure during the ongoing conflict.
54. https://www.ilfattoquotidiano.it/2026/03/24/qatar-stop-forniture-gas-italia-notizie/8335063/ - * Qatar Energy declares force majeure on long-term LNG supply contracts with Italy, Belgium, South Korea, and China.* * The announcement follows recent attacks on Gulf facilities and the temporary halt at Ras Laffan hub.* * Italy, the main European importer of Qatari LNG, purchases around 5 million tonnes in 2025, covering 42% of its LNG needs.* * Italy may need to cut consumption or seek increased supply from other sources, including Algeria and existing infrastructure.* * Ecco, an Italian climate think tank, suggests reducing gas imports through renewables, efficiency, and electrification, excluding new infrastructure or additional suppliers.*
55. https://www.thehindubusinessline.com/economy/west-asia-conflict-erodes-qatars-share-in-indias-lng-imports-to-record-low-in-march/article70815902.ece - * India’s LNG imports from Qatar declined to record lows in March 2026 due to conflict-related disruptions, including closure of the Strait of Hormuz. * Qatar’s Ras Laffan LNG facility has been offline since March 2 following missile strikes, affecting global supply. * India’s total LNG imports fell 35% from January to March, with increased imports from the US and Nigeria. * About 90% of Qatar’s LNG exports via the Strait of Hormuz are destined for Asia; disruptions threaten global market tightness. * QatarEnergy estimates repairs to damaged facilities could take 3-5 years, with significant revenue loss.
56. https://www.oilandgas360.com/weekly-gas-storage-03-27/#utm_source=rss&utm_medium=rss&utm_campaign=weekly-gas-storage-03-27 - * The EIA released its natural gas inventory report showing a net increase of 36 Bcf as of March 27, 2026. * Total working gas in storage was 1,865 Bcf, 96 Bcf higher than last year and 54 Bcf above the five-year average. * All regions experienced an increase, except for the East and Midwest. * Only the Mountain and Pacific regions are above the five-year average. * The report indicates an overall increase in natural gas storage inventories across the United States.
57. https://www.aljazeera.com/news/2026/3/24/qatarenergy-declares-force-majeure-on-some-lng-contracts?traffic_source=rss - * QatarEnergy has declared force majeure on some LNG supply contracts, affecting customers in Italy, Belgium, South Korea, and China. * The declaration follows production and supply disruptions caused by the US-Israeli war on Iran. * Iranian missile and drone strikes, and the closure of the Strait of Hormuz, have impacted LNG supplies. * An attack on Qatar’s Ras Laffan gas facility resulted in damage to LNG trains and facilities, potentially sidelining 12.8 million tonnes of LNG annually for three to five years. * Global energy markets are affected by the regional conflict and attacks on energy infrastructure.
58. https://tass.com/emergencies/2111045 - * Gazprom reported a drone attack on the Russkaya compressor station of the TurkStream gas pipeline in Russia, which was repelled. * The attack occurred overnight between 12:40 a.m. and 1:00 a.m. by three fixed-wing unmanned aerial vehicles. * Russian defence forces and mobile task forces successfully prevented damage. * President Vladimir Putin warned of possible sabotage attacks on pipelines running along the Black Sea in February. * The TurkStream pipeline supplies Russian gas to Turkey and Southeast Europe, and is currently the last active route for Russian gas to Europe.
59. https://constructionreviewonline.com/amigo-lng-project-off-mexico-secures-20-year-lng-supply-with-uaes-irh-first-export-expected-in-2028/ - - Abu Dhabi-based IRH signs a 20-year LNG sales agreement with Amigo LNG in Guaymas, Sonora, with deliveries starting in late 2028. - The deal secures 1 million tonnes per annum and strengthens Mexico’s position as an LNG export hub. - The project aims to bypass Panama Canal constraints and deliver LNG to Asian markets via Pacific routes. - Construction underway with a final investment decision targeted for 2026. - Risks include FID uncertainty, regulatory approvals, and market volatility.
60. https://www.sondakika.com/guncel/haber-gazprom-ukrayna-turkakim-a-saldirdi-19709033/ - • Gazprom reports Ukraine conducted an attack using UAVs on its TurkStream natural gas pipeline infrastructure. • The attack targeted Russkaya compressor station and was reported to have occurred overnight. • Ukrainian attacks on natural gas infrastructure have been ongoing, with previous incidents in March. • Russian President Vladimir Putin accused Ukraine of damaging energy infrastructure and planning further attacks on TurkStream and Blue Stream. • The incident involves major gas transit routes and impacts Russian and European energy infrastructure.
61. https://www.ansa.it/sito/notizie/economia/2026/04/02/borse-asiatiche-in-calo-dopo-il-discorso-di-trump-su-i-prezzi-di-petrolio-e-gas_461c8ec5-f56e-410c-9f12-0f8c3d67e97d.html - * European stock markets decline overall, with Frankfurt leading the losses exceeding 2%. * European energy sector sees gas prices increase by 6% to 50 euros/MWh, while oil rises by 8% to 108 dollars/barrel. * Italy's economy is projected to have the strongest impact from the Iran war, with GDP growth halving to 0.4% by 2026. * Major Italian companies face declines; Eni gains 3.5%, while Avio, Buzzi, and Unicredit fall. * Gas futures on Amsterdam market increase by 5.8% to 50.3 euros/MWh; crude oil WTI and Brent also rise significantly.
62. https://insiderpaper.com/russia-repels-drone-attack-on-gas-pipeline-to-turkey-gazprom/ - * Russia's forces repelled a drone attack on the TurkStream gas pipeline connecting Russia and Turkey. * The attack targeted the Russkaya compressor station, with no damages caused. * The attack occurred early Thursday, according to Gazprom. * Several European countries, including Hungary, Slovakia, and Serbia, receive gas via TurkStream. * Russia accuses Ukraine of multiple attacks on energy infrastructure, including recent strikes in March.
63. https://hvg.hu/gazdasag/20260402_ukrajna-gazszallitas-leallt-kereslet - * Április 1-től nincs gázszállítás Magyarország irányából Ukrajnába, a vezeték teljesen kiürült. * A szállítási szünet nem a magyar kormány embargója miatt van, hanem Ukrajna kereskedőinek nem vásárolnak gázt. * Hasonló leállás történt Lengyelországból Ukrajnába is, az új negyedévre nincs szerződés. * A magyar blokád még nem lépett hatályba; a gázhálózat kezelője nem hirdet kapacitásaukciókat a harmadik negyedévre. * Ukrajna jelentősen növelte földgáz importját 2022-ben, közel fele Magyarországról érkezett, a tavalyi import 6,5 milliárd köbméter volt, köztük 2,9 milliárd Magyarországról.
64. https://focus.ua/voennye-novosti/749345-vzryvy-v-rossii-gazprom-ob-atakah-na-infrastrukturu-tureckogo-potoka - * Russia reports that Ukraine attacked the TurkStream pipeline's compressor station 'Russian' during the night, using three drones. * Gazprom claimed to have reflected the attack with joint forces of Russian Defence Ministry and mobile operational groups. * Other recent attacks involved drone strikes on an oil refinery in Ufa and a powerful explosion in Nizhnekamsk, Tatarstan. * Russia's Defence Ministry announced the interception of 147 drones over various regions, including Crimea and the Black and Azov Seas. * Incidents have caused infrastructure damage and environmental incidents across Russia.
65. https://americanpress.com/2026/03/23/u-s-gulf-lng-poised-to-fill-gap-after-qatar-plant-damage/ - * U.S. Gulf Coast LNG export plants are expected to increase shipments following damage to Qatar’s LNG facility caused by Iranian missile strikes. * Qatar’s LNG capacity has been reduced by approximately 17%, with repairs expected to take three to five years. * Disruption has led to increased global LNG prices and forced suspensions of long-term contracts. * U.S. LNG plants in Texas and Louisiana already account for about 25% of global export capacity and plan further output increases. * The U.S. Secretary of Energy authorised a 13% immediate increase in exports at the Plaquemines plant. * The events are impacting global LNG supply, with US and Australian exports filling the gap, and prices rising globally.
66. https://americanpress.com/2026/03/23/u-s-gulf-lng-poised-to-fill-gap-after-qatar-plant-damage/ - ['* U.S Gulf Coast LNG export plants are expected to increase shipments following damage to Qatar’s LNG facility caused by Iranian missile strikes.', '* Qatar’s LNG capacity has been reduced by approximately 17%, with repairs expected to take three to five years.', '* Many ships, including LNG vessels, are trapped in the Persian Gulf due to the disruption.', '* U.S. LNG exports from Texas and Louisiana are set to rise, with capacity expansions planned for 2026.', '* U.S. Secretary of Energy authorised a 13% increase in exports at the Plaquemines plant.']
67. https://www.koreatimes.co.kr/opinion/editorial/20260402/ed-energy-supply-shortage-hits-home?utm_source=rss - * The Korean government raised the crisis level for crude oil supply to 'alert' and natural gas to 'caution' on Thursday. * Measures include vehicle rotation and parking system changes to conserve energy. * Despite efforts, Korea's strategic reserves have dwindled by 20 percent, with supply concerns ongoing. * A supply shortage of naphtha affects manufacturing and waste disposal in Korea. * Geopolitical tensions from US-Iran conflicts, especially in the Strait of Hormuz, threaten Korea's energy security. * Public participation in energy-saving has decreased, complicating conservation efforts.
68. https://www.specialeurasia.com/2026/04/02/iranian-strategic-position/ - * Iran’s mountainous terrain and deserts act as natural defences against ground invasions. * US and Israeli air strikes have degraded Iran’s air defences, exposing military and nuclear sites. * Control over the Strait of Hormuz remains a key economic and strategic asset for Iran. * Regional tensions escalate with missile strikes and naval disturbances targeting energy transit routes. * Diplomatic efforts by China and Pakistan are ongoing to de-escalate the conflict.
69. https://www.haberler.com/ekonomi/avrupa-da-gaz-fiyatlari-yukseliste-trump-in-aciklamalari-etkili-oldu-19708601-haberi/ - * Avrupa'da gaz fiyatları, ABD Başkanı Donald Trump'ın İran'a yönelik açıklamaları sonrası yüzde 6 artarak 50 avro seviyesinde başladı. * Hollanda merkezli TTF'de mayıs vadeli kontratlarda gaz fiyatı 50,3 avroya yükseldi. * Trump, İran ile savaşın 2-3 hafta içinde sona ereceğine dair açıklamalarda bulundu. * ABD ve İsrail'in saldırıları sonrası Katar ve Birleşik Arap Emirlikleri gaz üretimini durdurdu. * Avrupa'da doğal gaz depoları yüzde 27 doluluk seviyesine geriledi, tedarik endişeleri devam ediyor.
70. https://bitcoinethereumnews.com/bitcoin/qatar-lng-damage-triggers-risk-off-mood-as-bitcoin-falls/?utm_source=rss&utm_medium=rss&utm_campaign=qatar-lng-damage-triggers-risk-off-mood-as-bitcoin-falls - * Missile strikes damaged LNG facilities at Ras Laffan in Qatar, affecting 17% of export capacity. * QatarEnergy ceased production and declared force majeure on March 2 and 4, 2026. * The damage is expected to take 3-5 years to repair, causing a structural deficit in global LNG supply. * The energy supply shock contributed to a 3.16% drop in Bitcoin price and an extreme Fear & Greed Index reading. * Market reactions reflect macroeconomic concerns, inflation expectations, and risk-off investor sentiment.
71. https://bitcoinethereumnews.com/bitcoin/qatar-lng-damage-triggers-risk-off-mood-as-bitcoin-falls/?utm_source=rss&utm_medium=rss&utm_campaign=qatar-lng-damage-triggers-risk-off-mood-as-bitcoin-falls - * Missile strikes damaged Qatar’s Ras Laffan facilities, knocking out 17% of liquefied natural gas export capacity. * QatarEnergy announced cease of LNG production on March 2, 2026, with damage confirmed on March 20, 2026. * The damage is expected to take three to five years to repair, creating a structural supply deficit. * Energy market prices surged, with Europe's natural gas benchmark increasing by up to 27%. * Bitcoin declined 3.16% amid broader risk-off investor sentiment, with the Fear & Greed Index at 12 (Extreme Fear).
72. https://www.japantimes.co.jp/business/2026/04/02/china-ships-iran-hormuz/ - * Iran’s Islamic Revolutionary Guard Corps (IRGC) exerts control over shipping through the Strait of Hormuz, implementing tolls and preferential treatment for allied ships. * Iran has approved a bill to impose fees, with negotiations involving vessel registration, flags, cargo, and AIS data. * Payment typically involves yuan or cryptocurrencies, with fees starting around $1 per barrel of oil. * Ships are issued permits and route instructions, often requiring raising the flag of negotiating countries. * Increased ship transits recorded, though below prewar levels; legal and insurance challenges persist for ship owners. * Iran claims to restrict passage for "aggressor" states; international law opinions about legality are divided. * Heightened blockade and insurance costs, with risks from drone attacks and sanctions, complicate shipping routes. * U.S. and regional conflicts, including missile strikes and political tension, influence shipping security and access.
73. https://tribune.com.pk/story/2600648/uae-calls-on-un-to-approve-measures-including-use-of-force-to-reopen-strait-of-hormuz-report - * UAE calls on the UN to authorise measures, including force, to reopen the Strait of Hormuz. * The UAE requests the Security Council to invoke Chapter 7 of the UN Charter. * Disruption in the strait since early March due to Iran’s actions. * The strait transmits around 20% of global oil, with closure affecting markets. * The US and Israel have conducted strikes on Iran since February.
74. http://www.kakiforex.com/2026/04/crypto-yuan-become-payment-conditions.html - ["* Iran reports that the Strait of Hormuz will become a 'paid' route, accepting crypto or yuan for passage, replacing US dollars.", '* The move aims to reduce dollar dominance and avoid Western sanctions, with a country rating system influencing eligibility.', "* Oil tankers may pay around $1 per barrel; ships from 'friendly' countries will have lower rates and easier access.", '* Shipowners face risks due to uncertain laws, sanctions, insurance issues, and geopolitical tensions with Iran and the US.', "* Iran's strategy could shift global oil trade from dollar-centric to a more fragmented system amidst ongoing regional tensions."]
75. https://www.straitstimes.com/asia/south-asia/modi-seeks-to-calm-india-as-iran-war-causes-acute-gas-shortage - * India’s Prime Minister Narendra Modi stated that the country has sufficient energy supplies despite disruptions caused by the Iran conflict. * The Middle East war has disrupted crude oil and LNG flows, increasing prices and impacting industries in India. * India holds 5.3 million tonnes of strategic oil reserves and is working to increase this to 6.5 million. * The Strait of Hormuz remains largely closed, affecting India’s LPG imports and maritime transit. * Modi emphasised India's efforts to ensure safe transit and help stabilise energy supplies.
76. https://timesofoman.com//article/170180-trump-urges-allies-to-reclaim-strait-of-hormuz-from-iran - - US President Donald Trump called on oil-importing nations to take responsibility for reclaiming the Strait of Hormuz from Iran. - He urged international partners to protect the waterway, asserting the US will finish its military campaign. - Trump praised regional allies and highlighted the US's military strength and capability. - He reiterated the need to prevent Iran from acquiring nuclear weapons, despite conflicting intelligence assessments. - He acknowledged rising gasoline prices due to Iranian attacks on oil tankers and warned of potential military strikes against Iran's infrastructure.
77. https://news.day.az/world/1825404.html - * Donald Trump states US nearing military goals against Iran, with planned strikes within weeks. * US claims to be fully independent from Middle East oil and supports allies without relying on Iranian resources. * Tensions have escalated since US and Israel began air strikes in February, leading to regional attacks and threats to global energy infrastructure. * The conflict impacts shipping through the Strait of Hormuz, with increased oil prices and regional instability. * US-Iran negotiations over nuclear agreement remain unresolved, with renewed sanctions and military actions ongoing.
78. https://www.derstandard.at/story/3000000315006/blockade-von-hormus-neun-weitere-meeresstrassen-die-die-welt-am-laufen-halten?ref=rss - * Der Iran blockiert die Straße von Hormus, was globale Auswirkungen auf den Energiemarkt hat, inklusive steigender Preise in Europa und Versorgungsengpässen in Indien. * Strategische Meeresstraßen wie Bab al-Mandab, Malakka, Taiwanstraße, Gibraltar, Bosporus, Beringstraße, Panama-Kanal, Suezkanal und dänische Wasserstraßen sind bedeutend für globalen Handel und sind geopolitisch sensibel. * Die Meeresstraße von Hormus transportiert rund ein Viertel des weltweiten Öls und ein Drittel des Flüssiggases. * China, USA, Iran, Jemen, Dschibuti, Taiwan, Ägypten, Panama, Nicaragua und Russland haben strategisches Interesse an den meisten dieser Wasserwege. * Die geopolitische Lage in diesen Wasserstraßen beeinflusst den internationalen Warenfluss erheblich, insbesondere im Hinblick auf Konflikte zwischen grossen Mächten wie China, den USA und regionalen Akteuren.
79. http://expansao.co.ao/economia/detalhe/petroleo-e-gas-iniciam-semana-em-alta-nos-mercados-internacionais-70617.html - * Os preços do petróleo começaram a semana em alta, impulsionados por tensões no Médio Oriente e riscos de interrupções no fornecimento global de energia. * Último dia, o West Texas Intermediate (WTI) valorizou 3,5%, negociado a 101,6 USD por barril, e o Brent avançou 1,60%, para 113,9 USD por barril. * Os preços atingiram máximos desde meados de 2022, refletindo escalada de tensões militares na região. * Desde o final de fevereiro, o preço do crude subiu cerca de 70% devido a ataques entre EUA, Israel e Irã. * A influence nas infraestruturas energéticas no Golfo e o impacto na navegação pelo Estreito de Ormuz, que movimenta cerca de 20% do comércio global de petróleo e gás natural liquefeito, aumenta o risco de disrupções entre 7 e 10 milhões de barris diários. * Os mercados de produtos refinados também apresentam aumentos, alimentando preocupações com inflação global. * A Rússia manifestou oposição a qualquer bloqueio do Estreito de Ormuz, pedindo análise no contexto geopolítico mais amplo.
80. https://www.gazetaprawna.pl/wiadomosci/swiat/artykuly/11222416,iran-zaminuje-cala-zatoke-perska-zrobi-tak-jesli-usa-zdecyduja-sie-n.html - * Iran zagroził zaminowaniem wszystkich szlaków w Zatoce Perskiej i wzdłuż wybrzeży, jeśli USA zdecydują się na inwazję. * Rada Obrony Iranu wydała oświadczenie o prewencyjnym zaminowaniu szlaków w przypadku agresji. * USA i Izrael rozważają działania militarne w celu otwarcia cieśniny Ormuz, kluczowego szlaku energetycznego. * Trump zagroził zniszczeniem irańskiej infrastruktury energetycznej, jeśli cieśnina nie zostanie otwarta. * IRGC ostrzegł, że odpowiedzą atakiem na irańską infrastrukturę energetyczną i gospodarczą w odwecie za ataki na amerykańskie bazy. * Iran zagroził atakiem na zakłady odsalania wody i elektrownię jądrową Baraka w Zjednoczonych Emiratach Arabskich. * Przewodniczący irańskiego parlamentu zapowiedział uzasadnione ataki na regionalną infrastrukturę, jeśli dojdzie do ataku na Iran. * Były parlamentarzysta Iran wyraził wątpliwość co do amerykańskich ultimatum i zasugerował okupację wysp Chark i innych kluczowych terytoriów.
81. https://www.unita.it/2026/03/23/guerra-iran-6-condizioni-fine-guerra-ultimatum-trump-attaccano-energetiche-usa/ - * The USA, under President Trump, issues a 48-hour ultimatum to open the Straits of Hormuz, threatening to destroy US energy infrastructure if not complied. * Iran responds with threats to attack US energy and digital infrastructure, potentially closing the Straits of Hormuz. * The conflict has led to attacks on energy facilities in the region, including Iran and Israel. * The US has so far avoided targeting civilian energy infrastructure but has threatened further actions. * The Arabian Gulf economic and energy sectors face a crisis, with international implications for oil and gas supplies.
82. https://www.dailymail.co.uk/news/article-15670937/Starmer-Iran-Britain-missiles-Donald-Trump-war-oil-Middle-East.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Keir Starmer refused to confirm whether Iran's missiles can hit Britain during a recent interview. * The UK government has not assessed that Britain is being targeted by Iranian strikes. * Tensions escalated after missiles were fired at Diego Garcia, with Israel claiming Iran can reach European capitals. * The UK has coordinated with other countries on de-escalation and the Strait of Hormuz, without committing to military actions. * US President Donald Trump announced a five-day ceasefire and publicly engaged with Iran, amid ongoing Middle East tensions.
83. https://www.thehindubusinessline.com/news/world/trump-claims-iran-wants-ceasefire-remarks-false-and-baseless-tehran-rebuttals/article70814016.ece - * Trump claims Iran's president wants a ceasefire, which Iran's Foreign Ministry rejects as false. * US military movement includes aircraft carrier USS George H W Bush and thousands of soldiers to the Middle East. * High fuel prices in the US linked to Iran war; fuel costs impact broader economy. * Iran launches missiles at Israel; sirens sound in Tel Aviv and West Bank. * US goals include destroying Iran’s missile production, navy, and preventing nuclear weapons. * NATO Secretary-General Rutte scheduled to visit Washington amid tensions with US over Strait of Hormuz access. * US Defence Secretary Hegseth to testify before Congress about Iran war objectives. * UN Secretary-General Guterres initiates aid movement through Strait of Hormuz amid global oil shortages. * Iran launches missile barrage at Israel during Passover, prompting shelters and celebrations in shelters.
84. https://www.lanacion.com.ar/editoriales/medio-oriente-y-el-regreso-del-cisne-negro-nid02042026/ - * El conflicto bélico en el estrecho de Ormuz genera riesgos de escasez energética, aumento de precios y cadenas de suministros interrumpidas. * La caída del flujo marítimo por el conflicto, que ha caído en un 90%, afecta el comercio internacional y los precios del petróleo y gas. * La tensión entre Irán, Estados Unidos, Israel y las monarquías petroleras del Golfo aumenta, con un riesgo de escalada que impacta a Europa y Asia. * La Casa Blanca busca reabrir el estrecho y calmar los mercados, aunque Teherán desmiente negociaciones diplomáticas. * La situación genera un potencial cisne negro, similar a eventos imprevistos como el 11 de septiembre, la crisis financiera, y la pandemia de COVID-19.
85. https://www.dailymail.co.uk/news/article-15670549/iran-israel-war-trump-netanyahu-oil-live-updates.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Iran launched missiles at Eilat, Dimona, and Yeruham in Israel following threats to Trump. * Iran warned of 'special plans' for the US and regional allies. * The threats followed Trump's remarks on potential joint control of the Strait of Hormuz and possible negotiations. * Trump suggested Iran might surrender nuclear ambitions if talks succeed; otherwise, he threatened strikes. * Iranian officials indicated that, even if war ends, Strait of Hormuz conditions will not revert to pre-war status.
86. https://www.ad-hoc-news.de/boerse/news/ueberblick/shell-explores-major-venezuelan-gas-venture-to-boost-caribbean-operations/69053178 - • Shell in advanced talks with Venezuelan authorities to develop offshore gas reserves, aiming to supply Trinidad LNG plant. • Negotiations focus on four major offshore fields containing approximately 20 trillion cubic feet of natural gas. • Final investment decision expected by the end of 2026, with initial production projected for 2028-2030. • Project faces geopolitical challenges, including sanctions, Venezuela's political environment, and Russian involvement. • Shell plans to use additional gas supply to enhance profitability of existing Caribbean LNG infrastructure. • Investor attention on Shell’s Q1 2026 trading update, capex, dividends, and buybacks scheduled for April 8.
87. https://nomadlawyer.org/iran-strait-hormuz-blockade-april-2026 - * Iran's control of the Strait of Hormuz has triggered a geopolitical crisis affecting maritime shipping and global energy supplies. * Shipping restrictions began on March 31, 2026, disrupting nearly 20% of world oil and liquefied natural gas supply. * The blockade causes significant increases in crude oil prices, inflation in energy-dependent economies, and supply chain disruptions. * Europe faces energy dependence challenges, with increased inflation and potential recession risks. * Asia's economies, heavily reliant on Gulf imports, encounter supply chain chaos and increased costs. * Globally, the disruption leads to higher fuel prices, shipping delays, and increased travel and logistics expenses.
88. https://www.siasat.com/russian-deputy-pm-in-delhi-for-defence-energy-trade-talks-3444914/ - * Russian First Deputy Prime Minister Denis Manturov arrived in New Delhi on April 2 for high-level bilateral discussions. * Talks focused on defence, energy, trade and regional issues, including developments related to the West Asia conflict. * Manturov is scheduled to meet Indian officials including the External Affairs Minister, National Security Advisor and Finance Minister. * Discussions also covered regional security, economic cooperation, and Russia’s role as a major crude oil supplier post US sanctions. * The visit builds on bilateral ties reviewed during recent consultations and the December India-Russia Summit.
89. https://www.almaghribtoday.net/603/003309-%D8%B9%D8%B1%D8%A7%D9%82%D8%AC%D9%8A-%D9%8A%D8%A4%D9%83%D8%AF-%D8%A3%D9%86-%D8%A5%D9%8A%D8%B1%D8%A7%D9%86-%D9%88%D8%B3%D9%84%D8%B7%D9%86%D8%A9-%D8%B9%D9%8F%D9%85%D8%A7%D9%86-%D8%B3%D8%AA%D9%82%D8%B1%D8%B1%D8%A7%D9%86-%D9%85%D8%B3%D8%AA%D9%82%D8%A8%D9%84-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D8%A8%D9%86%D8%A7%D8%A1%D9%8B-%D8%B9%D9%84%D9%89 - * Iranian Deputy Foreign Minister Iraqji states Iran and Oman will jointly decide the future of the Hormuz Strait based on their interests and regional stability. * The Hormuz Strait accounts for approximately one-third of global oil exports, affecting international markets and regional security. * Iraqji highlights increased regional tensions and the importance of bilateral cooperation to secure maritime movement and oil supplies. * Iranian Foreign Minister Abbas Iraqji indicates ongoing communication with no official negotiations, only message exchanges via regional intermediaries. * Iranian President Masoud Bzehkiyan offers to end a 32-day conflict if guarantees are provided, criticising US diplomacy. US President Donald Trump suggests Iran might soon end the conflict and re-open the Strait of Hormuz.
90. https://www.washingtonpost.com/world/2026/03/23/iran-war-us-lng-exports-taiwan-trump-asia-natural-gas/ - * U.S. gas exporters have become major beneficiaries amid tensions between the US and Iran, as Asian countries seek alternatives to Middle Eastern fuel. * Asian countries like Taiwan, Japan, and South Korea plan to increase LNG imports from the US, with Taiwan aiming to more than double its US LNG share by 2029. * US LNG prices are rising due to limited export capacity and increased demand, benefiting companies like Cheniere and Venture Global. * Stock prices for US LNG firms surged after Iran missile attacks on Qatar's gas hub, Ras Laffan. * Taiwan considers diversifying energy sources, increasing US LNG procurement, and is aware of geopolitical risks if China intervenes.
91. https://www.dailymail.co.uk/news/article-15669963/The-clock-ticking-Trump-warns-Iran-President-issues-deadline-tonight-reopen-Strait-mullahs-threaten-wipe-energy-plants.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Donald Trump promises 'total decimation' of Iran if it does not reopen the Strait of Hormuz, with a deadline of midnight UK time. * Iran has rejected the ultimatum and threatened to destroy energy infrastructure in the region. * Oil prices, including WTI and Brent crude, have increased significantly amid escalating tensions. * Reports indicate an potential US invasion of Kharg Island and military actions in the Middle East. * Iran has threatened to lay mines in the Persian Gulf and further retaliate with missile strikes. * The conflict involves military actions between Iran, Israel, Saudi Arabia, and US forces, raising concerns of regional escalation and impact on global oil supply.
92. https://www.theguardian.com/us-news/2026/mar/23/trump-news-at-a-glance-president-gives-iran-an-ultimatum-iran-issues-middle-east-a-threat - • Donald Trump gives Iran 48 hours to reopen the Strait of Hormuz or face destruction of energy infrastructure. • The ultimatum follows US considerations of winding down military operations. • Iran responds by threatening to destroy essential infrastructure across the Middle East. • The US Marine deployment to the Middle East continues amid ongoing conflict. • The events occur in the context of escalating tensions in the region.
93. https://www.news18.com/india/hormuz-at-risk-markets-on-edge-as-trump-hints-at-longer-iran-war-india-builds-energy-buffers-ws-el-10010399.html - * India is implementing a multi-layered strategy to secure energy and stabilise prices amid tensions over Iran. * The strategy includes diversifying oil and gas imports, expanding domestic supply, and securing global supply routes. * India is boosting domestic LPG and natural gas supplies, increasing power plant independence from pooling rules. * Domestic fertiliser production is maintained to safeguard food supplies. * Efforts are underway to ensure safe passage through the Strait of Hormuz and international coordination. * The government emphasizes real-time communication and rapid response for energy security during the Iran conflict.
94. https://e24.no/boers-og-finans/i/6q3rVe/oljeprisen-stiger-etter-trump-trussel - * Oil prices dropped after US President Donald Trump announced a five-day delay in military actions against Iran, citing ongoing talks. * Brent crude oil fell to $100.9 per barrel, down $11.5 since midnight, after reaching a high of $114 earlier. * European gas price (TTF) declined by 8.3%, to €54.3 per megawatt-hour, following Trump’s statement. * Trump claimed US and Iran had 'very good and productive' conversations and ordered delay of military strikes, conditional on ongoing discussions. * Iran denied any talks with US and accused Trump of withdrawing following a 'clear warning'; US and Iran allegedly had no direct communication. * Global markets reacted positively, with US stock indices rebounding and equities in Europe rising after initial declines. * Tensions remain high due to US threats to target Iranian energy infrastructure and Iran’s warnings to close the Strait of Hormuz, a key route for oil and gas. * Recent attacks on energy facilities in the Middle East have increased concerns over supply security and market impact.
95. https://asiatimes.com/2026/03/hormuz-blockade-may-herald-end-of-american-globalization/ - * Iran’s military has responded to US-Israeli airstrikes by closing the Strait of Hormuz, a key maritime chokepoint, demonstrating geographic leverage. * The blockade disrupts over 20% of the world's oil and 25% of natural gas, causing price surges and economic shocks. * The event reveals limitations of US dominance in securing vital sea routes amid geopolitical tensions. * China’s Belt and Road Initiative aims to bypass maritime chokepoints by developing land-based connectivity, challenging US-controlled maritime infrastructure. * The strategic importance of Iran as a hub linking Eurasian land trade with sea routes underscores its potential influence on future global power dynamics.
96. https://nomadlawyer.org/trump-threatens-iran-oil-strait-hormuz-april-2026 - * President Trump vows to strike Iran's oil infrastructure during a White House address. * Trump demands allied nations demonstrate resolve by reopening the Strait of Hormuz. * The Strait of Hormuz is a vital maritime chokepoint, transiting 21 million barrels daily. * Disruption risks significant impact on global energy markets and shipping logistics. * International response involves regional partners, European allies, and maritime organisations. * The escalation affects travel, shipping, and energy industries, with increased costs and delays. * Stockpiles, energy prices, and maritime security are directly influenced by tensions around the Strait.
97. https://www.independent.co.uk/news/iran-fatih-birol-international-energy-agency-wellington-new-zealand-b2943562.html - * The head of the International Energy Agency (Fatih Birol) stated the global economy faces a significant threat because of the Iran war. * Birol said the crisis in the Middle East has had a worse impact than the 1970s oil shocks and the Russia-Ukraine war effects on gas markets. * He mentioned that 40 energy assets across nine countries have been severely damaged. * The IEA is considering releasing additional stockpiled oil depending on market conditions. * The conflict involves Iran, Israel, the U.S., and Gulf neighbours, with threats to maritime routes and energy infrastructure.
98. https://www.bta.bg/bg/news/world/1097626-britanskata-vanshna-ministarka-ivet-kupar-shte-bade-domakin-na-pregovori-za-otva - * British foreign secretary Ivet Cooper to host diplomatic negotiations via videoconference regarding the reopening of the Strait of Hormuz. * Talks involve about 35 countries including France, Germany, and some Gulf Cooperation Council members. * The negotiations focus on restoring and guaranteeing maritime transportation through the strategic waterway. * US President Donald Trump made conflicting statements about ending or escalating the Iran war. * The virtual meeting will consider diplomatic and political measures to unblock the vital oil and gas shipping route closed by Iran.
99. https://www.bristolpost.co.uk/news/uk-world-news/urgent-monday-meeting-over-soaring-10880408 - * UK Prime Minister Keir Starmer to hold Cobra meeting on Monday to address economic impact of Iran war and energy security. * Concerns raised about global oil supplies down 20% due to conflict, with potential price increase. * UK government discusses energy resilience, supply chains, international response, and measures against price exploitation. * UK-Middle East tensions heighten as Iran’s actions threaten Strait of Hormuz, with US and UK involvement. * Political debate includes removal of green taxes and opening North Sea oil and gas fields.
100. https://energynow.com/2026/04/us-lng-exports-break-record-high-as-middle-east-war-disrupts-global-supply/ - * US LNG exports reached 11.7 million metric tons in March, surpassing previous records.
101. https://www.marinelink.com/news/russian-seaborne-diesel-exports-fall-537591 - * Russian seaborne diesel and gasoil exports fell 3% in March from February to around 3.06 million metric tons. * Ports at Primorsk and Ust-Luga in Russia were repeatedly attacked by Ukrainian drones, causing disruptions. * Loadings at Primorsk resumed on March 26 at reduced capacity after damage from drone attacks. * Diesel shipments from Novorossiysk decreased by about 16% amid storms and drone attacks. * Turkey and Brazil remained the largest buyers of Russian diesel in March. * Increased ship-to-ship transfers observed as sanctions tightened and tanker availability decreased.
102. https://www.seanews.com.tr/article/iran-strike-on-tanker-escalates-gulf-conflict-mngj67bd - ['*A Kuwait-flagged crude tanker carrying about two million barrels of oil was struck near Dubai.', '*The attack marks a significant escalation in the Iran conflict, exposing Gulf energy infrastructure vulnerability.', "*US President Donald Trump warned of potential targeting of Iran's energy facilities.", '*The conflict has expanded geographically, involving missile and drone strikes from Iran and attacks from Houthis.', '*Oil prices spiked after the attack, with potential global supply disruptions and inflation risks.']
103. https://www.bairdmaritime.com/shipping/ports/ukrainian-drones-bring-russian-baltic-oil-exports-to-a-grinding-halt - * Oil and LNG shipments from Russia's Baltic ports of Primorsk and Ust-Luga halted after Ukrainian drone attacks. * Attacks caused fires and led to suspension of fuel loadings last Wednesday. * Ust-Luga was hit for the fifth time in 10 days on Tuesday. * Very few tankers are departing from these ports, with an average of 40 to 50 tankers per week in recent years. * Finland's Border Guard monitors the regional marine traffic.
104. https://energynow.com/2026/04/us-lng-exports-break-record-high-as-middle-east-war-disrupts-global-supply/ - • US LNG exports in March hit an all-time high of 11.7 million tonnes, surpassing previous records. • Shipments to Asia more than doubled from February due to ongoing Middle East conflict. • QatarEnergy halted LNG production after Iranian strike; new capacities began operation. • Europe remained the largest buyer of US LNG, with 7.49 million tonnes in March. • US exports to Asia increased to 1.99 million tonnes, and some vessels are waiting at the Suez Canal for destinations.
105. https://nypost.com/2026/03/20/business/armageddon-attack-on-qatari-plant-could-keep-energy-prices-high-around-the-world-analysts/ - * Damage to Qatar’s Las Raffan liquefied natural gas facility, supplying a fifth of global LNG, threatens to sustain high energy prices. * Iran's strikes have damaged the plant, worsening existing energy supply disruptions, with Qatar estimating repairs may take up to five years. * Gas prices in Europe increased by 30%, and some Asian countries imposed fuel rations; the disruption is expected to impact markets globally, including the US. * Analysts warn of ripple effects on consumer prices and inflation, with oil prices also fluctuating due to attacks and geopolitical tensions. * Officials and analysts discuss prolonged damage and potential further escalation in regional conflicts impacting energy supplies.
106. https://www.fool.com/investing/2026/04/01/despite-delays-exxonmobil-timed-this-lng-project-p/ - * ExxonMobil and QatarEnergy finished the first LNG train at Golden Pass project in Texas, with full operation expected next year. * The project faced delays but was completed during a time of global LNG market disruption due to Iran's war and attacks on Gulf energy infrastructure. * Iran's blockage of shipping routes and attacks on Qatar's LNG facilities reduce global supply, with Qatar's capacity cut by 17% for 3-5 years. * ExxonMobil plans to expand its energy operations with projects like Golden Pass, aiming for significant earnings and cash flow growth by 2030. * Exxon anticipates achieving $25 billion in annual earnings growth and $35 billion in cash flow by 2030, even with potential facility damage in Qatar.
107. https://www.enr.com/articles/62753-analysis-cost-of-mideast-energy-sites-war-rebuild-exceeds-25b - * The cost to repair and rebuild energy infrastructure in the Middle East damaged in the U.S.-Israel-Iran conflict is at least $25 billion. * Damage includes significant damage to LNG facilities, notably Qatar's Ras Laffan complex, leading to force majeure declarations. * QatarEnergy and Shell joint LNG facilities, including LNG trains, are severely damaged, with recovery projected to take up to five years. * The conflict has caused a large-scale impact on oil and gas fields, refineries, and pipelines across nine countries. * Global supply chains, including equipment from GE and Siemens, face long lead times, delaying recovery efforts.
108. https://www.enr.com/articles/62753-analysis-cost-of-mideast-energy-sites-war-rebuild-exceeds-25b - * The damage caused by conflict in the Middle East has resulted in an estimated $25 billion cost for repair and rebuilding, with a significant impact on LNG facilities such as Qatar’s Ras Laffan complex, where two LNG trains were lost.* QatarEnergy declared force majeure and halted offshore activities.* Damage to multiple LNG facilities affects global supply, with repair times potentially up to five years.* QatarEnergy's Golden Pass LNG project in Texas, halted in 2024, has begun LNG production with additional trains scheduled to launch in 2024 and 2027.* Energy infrastructure damages have caused force majeure and production cuts in Bahrain, Iraq, and other Middle Eastern countries.* The conflict has prompted discussions on increasing reliance on non-fossil fuels for energy security.
109. https://www.ft.com/content/f88c6a42-7a83-4fd1-8231-5bc7befa5fca - * The European Commission urged EU member states to lower gas storage targets and gradually fill reserves to reduce demand, due to supply tensions caused by Iran war. * EU energy commissioner Dan Jørgensen recommended lowering storage targets to 80% of capacity, later than previous deadlines, to prevent market pressure. * Gas prices in Europe surged 21.5% this week after attacks on Middle East energy infrastructure; the EU seeks a flexible approach to storage targets. * EU officials highlight the need for flexibility in legislation, citing concerns over energy shocks and current low storage levels in some countries. * The move aims to balance energy security with market stability, amid geopolitical tensions and rising gas prices.
110. https://www.vg.no/nyheter/i/zOAaqO/financial-times-eu-kommisjonen-ber-medlemslandene-senke-maal-for-gasslagrene - * The EU Commission urges member states to reduce gas storage filling targets and gradually fill reserves to meet demand.
111. https://energynews.biz/strait-of-hormuz-disruption-cuts-lng-capacity-by-up-to-87-bcm-driving-price-shock-scenarios-across-global-gas-markets/?utm_source=rss&utm_medium=rss&utm_campaign=strait-of-hormuz-disruption-cuts-lng-capacity-by-up-to-87-bcm-driving-price-shock-scenarios-across-global-gas-markets - * Disruption in the Strait of Hormuz causes a collapse in tanker traffic from 94 vessels per day to just over five in early March 2026. * Supply losses range from approximately 38 bcm to 87 bcm depending on disruption duration, affecting 2026 and beyond. * Global LNG imports decrease by 27 bcm in short scenarios, increasing to 74 bcm in prolonged disruptions. * European storage levels could fall 11 to 16 bcm below previous year's levels entering winter. * Average Dutch TTF prices could rise to $34 per MMBtu in severe disruption scenarios, surpassing 2022 price spikes.
112. https://energynews.biz/strait-of-hormuz-disruption-cuts-lng-capacity-by-up-to-87-bcm-driving-price-shock-scenarios-across-global-gas-markets/?utm_source=rss&utm_medium=rss&utm_campaign=strait-of-hormuz-disruption-cuts-lng-capacity-by-up-to-87-bcm-driving-price-shock-scenarios-across-global-gas-markets - * Disruption in tanker traffic through the Strait of Hormuz from 94 to five vessels per day in early March 2026 causes LNG and oil flow declines. * Three disruption scenarios model supply losses of 38, 74, and 87 bcm of LNG in 2026, with prolonged shutdown effects into 2027. * Global LNG imports decrease by 27 to 74 bcm depending on the scenario, with Australia's spare capacity partially offsetting outages. * Europe initially absorbs shocks but faces demand destruction in South Asia and China under extended disruptions. * Prices rise sharply, with average Dutch TTF prices increasing from $11.50 to up to $34 per MMBtu, spot prices exceeding $40 during peaks. * European storage levels may fall 11-16 bcm below previous levels entering winter, increasing volatility risks. * Gas demand declines are mitigated by pipeline imports and domestic production adjustments, constrained by infrastructure and geopolitics. * Longer-term impacts include delayed Qatari capacity expansions, with 2027 capacity remaining about 54 bcm below projections.
113. https://www.bnamericas.com/en/features/peru-gas-contingency-first-regulatory-fallout - * The disruption of Transportadora de Gas del Perú's (TGP) Camisea natural gas pipeline occurred in Peru. * The supply emergency led to criticism of reliance on a single transport system and calls for diversification. * Gas supply was restored on March 14. * Osinergmin, Peru's regulatory authority, investigating the causes and compliance. * TGP requests extension of its concession and proposes new pipeline projects.
114. https://www.onlynaturalenergy.com/wars-energy-and-lessons-not-learned/?utm_source=rss&utm_medium=rss&utm_campaign=wars-energy-and-lessons-not-learned - * Conflicts in the Middle East and Ukraine accelerate shifts in energy strategies. * The 1973 oil embargo exposed dependence on Middle Eastern oil, shaping European policies. * The 2026 US-Israel strikes on Iran caused Europe to reassess energy security amid geopolitical risks. * Germany’s framework extends coal plants’ operation until 2038, delaying EU’s coal phase-out. * The article discusses how geopolitical events influence fossil fuel use and renewables deployment in Europe.
115. https://www.euronews.com/business/2026/04/01/germanys-first-omani-lng-shipments-arrive-despite-middle-east-disruptions - * Germany begins receiving LNG from Oman under a four-year contract signed in 2023. * Shipments started this month, unaffected by the ongoing Middle East conflict. * Germany's direct LNG imports from LNG terminals are about 10.3%, mostly from the US. * The Netherlands and Belgium, major LNG importers, supply significant gas volumes to Germany. * Reserves are at a low 22%, with market prices fluctuating amid geopolitical tensions. * German government considers extending coal power to reduce gas dependency, and new LNG contracts are being sought to mitigate Middle East supply risks.
116. https://www.skynewsarabia.com/business/1861746-%D8%AA%D9%88%D8%A7%D8%AC%D9%87-%D8%A7%D9%84%D8%AF%D9%88%D9%84-%D8%A7%D9%84%D8%A2%D8%B3%D9%8A%D9%88%D9%8A%D8%A9-%D8%B5%D8%AF%D9%85%D8%A9-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9 - * Asian countries are facing potential full disconnection of LNG supplies from the Middle East due to geopolitical conflicts and attacks, affecting energy generation and industrial output. * The crisis is caused by the blockade of the Strait of Hormuz and Iran's attacks on Qatar's LNG export facilities, leading to significant reductions in supply. * Countries such as China, Japan, India, and South Korea depend heavily on Middle Eastern LNG, and are preparing for a gap between supply and demand through measures like fuel rationing and increased coal and oil use. * Asian nations are shifting towards purchasing more spot LNG and seeking alternative sources from Australia, the US, and Africa, with African gas reserves viewed as a strategic future resource. * Governments are implementing emergency measures such as reducing energy consumption, reverting to coal, enhancing nuclear capacity, and regulatory restrictions like driving bans to cope with the crisis.
117. https://businessday.ng/world/article/iran-strikes-wipe-out-17-of-qatar-gas-exports-for-up-to-five-years/ - * Iran's attacks have knocked out about 17% of Qatar’s LNG export capacity, leading to an estimated $20 billion annual revenue loss. * Disruption affects two LNG trains and one gas-to-liquids facility, removing 12.8 million tonnes of LNG annually for three to five years. * QatarEnergy declared force majeure on long-term contracts, impacting shipments to Italy, Belgium, South Korea, and China. * The strikes follow Iran’s attacks on oil and gas infrastructure across the Gulf, escalating regional tensions. * Repairs to damaged facilities could take up to a year, with production dependent on ceasing hostilities.
118. https://www.rivieramm.com/news-content-hub/missile-attacks-on-qatarenergy-lng-reduce-export-capacity-17-88215 - * Missile attacks damaged two LNG trains at Ras Laffan, Qatar, causing a 17% reduction in LNG exports, estimated at US$20Bn damages. * Repairs are expected to take three to five years, with Qatar declaring 'long-term' force majeure. * Damage impacts exports to China, South Korea, Italy, and Belgium. * The strikes were attributed to Iran’s retaliation for attacks on Iran’s South Pars gas field, with threats from Iran, Saudi Arabia, UAE, and Israel involved. * Damage to Qatar’s Pearl Gas-to-Liquids facility is expected to keep it offline for at least one year. * Product losses include condensates, LPG, naphtha, sulphur, and helium, affecting Qatar’s export volumes.
119. https://www.bairdmaritime.com/offshore/transport/russian-pipeline-gas-exports-to-europe-jump-as-strait-of-hormuz-remains-blocked - • Gazprom's daily natural gas supplies to Europe via TurkStream rose 22% in March. • Supplies increased due to Strait of Hormuz closure from Iran war. • Turkey is now the sole transit route for Russian gas to Europe after Ukraine declined to extend a deal. • Closure of Strait of Hormuz affects global energy markets.
120. https://www.rivieramm.com/news-content-hub/missile-attacks-on-qatarenergy-lng-reduce-export-capacity-17-88215 - * Missile strikes damaged two LNG trains at Ras Laffan, Qatar, causing a 17% reduction in exports and an estimated $20 billion in damage. * Damage is expected to take between three and five years to repair; QatarEnergy declared long-term force majeure. * The attacks impacted exports to China, South Korea, Italy, and Belgium. * Strikes originated from Iran in response to Iran's South Pars gas field attacks; Iran called some targets "legitimate and priority". * US, Israel, and Qatar officials commented on the attacks, with US President Trump denying knowledge of strikes on Iran’s South Pars. * Extensive damage at QatarEnergy's Pearl Gas-to-Liquids facility also reported, offline for at least one year. * Product losses include condensates, LPG, naphtha, sulphur, and helium, representing significant proportions of Qatar's exports.
121. https://tass.com/economy/2110113 - * Gas prices in Europe rose 1.5 times in March compared with February, reaching about $633 per 1,000 cubic metres. * Price rise attributed to conflict in the Middle East involving the US, Israel, Iran, and damage to LNG facilities. * European underground gas storage facilities are currently 28% full, with withdrawals exceeding injections since October 2025. * EU countries have withdrawn over 70 billion cubic metres of gas since October 2025, ahead of the upcoming injection season. * Gazprom forecasts that European storage reserves may not reach 70% by the next heating season.
122. https://www.marinelink.com/news/iran-war-reshapes-global-lng-trade-537575 - * The Iran conflict has changed the global LNG market, benefiting producers outside the Middle East, especially Australia. * Qatar's LNG exports are effectively shut off due to Iranian attacks and damage to Qatar’s LNG plants. * Spot LNG prices to North Asia doubled since late February, reaching nearly $19.30 per mmBtu. * Australian LNG profits are bolstered by higher prices; Australia is predicted to regain second place as an LNG exporter. * Industry optimism in Australia centres on leveraging the crisis to attract investment and develop new gas reserves.
123. https://oilprice.com/Latest-Energy-News/World-News/Asian-LNG-Demand-Plunges-as-Qatar-Outages-and-Hormuz-Chaos-Bite.html - - Asian LNG imports in March fell by 8.6% year-on-year, with Pakistan experiencing a 70% decrease. - Disruptions at Qatar’s Ras Laffan LNG complex and Strait of Hormuz traffic impacted supply. - Asian energy importers sought alternative sources, including US LNG and increased coal usage. - US LNG cargoes diverted from Europe to Asia; coal power ramped up despite price increases. - Bloomberg Intelligence predicts a potential 50% surge in Asian LNG prices amid supply constraints.
124. https://oilprice.com/Latest-Energy-News/World-News/Asian-LNG-Demand-Plunges-as-Qatar-Outages-and-Hormuz-Chaos-Bite.html - * Asian LNG imports fell by 8.6% in March 2025, the steepest decline since 2020. * Pakistan's LNG shipments dropped by 70%, with India and China also reducing imports. * Qatar's Ras Laffan LNG complex shutdown and Strait of Hormuz disruptions impacted Asian supply. * Asian countries diverted to U.S. LNG and coal, amid disruptions at Australian LNG sites. * Bloomberg predicts Asian LNG prices could surge by 50% due to supply constraints.
125. https://oilprice.com/Latest-Energy-News/World-News/Asian-LNG-Demand-Plunges-as-Qatar-Outages-and-Hormuz-Chaos-Bite.html - * Asian LNG imports fell by 8.6% in April, the largest decline since 2020. * Pakistan's LNG imports plummeted by 70%, mainly from Qatar. * India and China reduced imports by about 20% each. * Qatar’s Ras Laffan LNG complex shutdown and Strait of Hormuz chaos impacted supply. * Asian countries sought alternative sources, including US LNG and coal, with US cargoes diverted from Europe. * Asia is increasing coal power generation, despite rising coal prices. * Bloomberg predicts Asian LNG prices could increase by 50% due to supply constraints.
126. https://oilprice.com/Latest-Energy-News/World-News/Asian-LNG-Demand-Plunges-as-Qatar-Outages-and-Hormuz-Chaos-Bite.html - * Asian LNG imports fell by 8.6% in April 2025, the steepest decline since 2020. * Pakistan's LNG imports dropped by 70%, the largest since its main supply from Qatar. * India and China also reduced imports by about 20%, affecting Asian markets. * Qatar’s Ras Laffan LNG complex shutdown and Strait of Hormuz disruptions strained supply. * Asian countries diverted to alternative sources, including U.S. LNG and coal. * LNG prices in Asia could increase by 50% due to supply constraints, despite coal price rises. * Australia’s LNG production disruptions and regional geopolitical issues impacted supply routes.
127. https://gcaptain.com/tanker-hit-off-qatar-in-renewed-wave-of-gulf-attacks-after-9-day-lull/ - * A fuel oil tanker chartered by QatarEnergy was struck by a missile in waters off Qatar on April 1, with no injuries or pollution reported. * The incident involved two projectiles, one causing a fire, and was part of a broader missile attack with three missiles launched from Iran, two intercepted. * The attack damaged facilities at Qatar’s Ras Laffan LNG export hub, disrupting roughly 17% of export capacity. * This attack follows a series of recent maritime incidents, including a drone attack on a vessel off Dubai. * Shipping activity in the Strait of Hormuz has declined sharply, with ongoing attacks raising concerns over LNG export and regional energy shipping security.
128. https://gcaptain.com/tanker-hit-off-qatar-in-renewed-wave-of-gulf-attacks-after-9-day-lull/ - * A fuel oil tanker chartered by QatarEnergy was struck by a missile near Qatar on April 1. * The incident involved two projectiles, one causing a fire and the other unexploded; no casualties reported. * The attack was part of a broader missile barrage from Iran, with three missiles launched toward Qatar, two intercepted. * The incident follows damage to LNG export facilities at Ras Laffan, disrupting about 17% of Qatar’s LNG export capacity. * Escalation in maritime attacks across the Gulf region has led to historically low shipping volumes through the Strait of Hormuz.
129. https://taarifa.rw/2026/03/20/qatars-ras-laffan-lng-plant-shuts-down-after-drone-strikes/?utm_source=rss&utm_medium=rss&utm_campaign=qatars-ras-laffan-lng-plant-shuts-down-after-drone-strikes - * The Ras Laffan LNG plant in Qatar was shut down following drone strikes executed by Iranian drones. * The shutdown results from extensive destruction caused by the attacks, with repairs expected to take up to five years. * The incident is part of ongoing regional conflicts, affecting global gas supply and causing market volatility. * The event follows retaliatory strikes after an Israeli attack on South Pars fields. * Industry experts warn of long-term impacts on global gas markets and emerging economies.
130. https://taarifa.rw/2026/03/20/qatars-ras-laffan-lng-plant-shuts-down-after-drone-strikes/?utm_source=rss&utm_medium=rss&utm_campaign=qatars-ras-laffan-lng-plant-shuts-down-after-drone-strikes - * The Ras Laffan LNG plant in Qatar has been shut down following drone strikes executed by Iranian forces.
131. https://www.aljazeera.com/news/2026/3/20/iran-war-what-is-happening-on-day-21-of-us-israel-attacks?traffic_source=rss - * Iran threatened to show « zero restraint » if its energy facilities are attacked again, following Israel’s strike on the South Pars gasfield and Tehran's attacks on targets in Israel and Qatar. * Iran’s Supreme Leader Ayatollah Khamenei stated that enemies are being defeated in the war against the US and Israel. * Iran hit Qatar’s LNG facility, cutting output by about 17%, causing expected disruptions to global LNG supply. * Regional attacks included missile interceptions in Bahrain, and missile and drone responses in UAE and Kuwait. * US and Israel escalate military actions, with US officials discussing goals and incidents including an F-35 emergency landing. * Israeli Prime Minister Netanyahu indicated a possible ground component, asserting victory and the weakening of Iran. * Lebanon and Iraq experience heavy fighting, casualties, and calls for ceasefire as Israeli attacks intensify.
132. https://www.devdiscourse.com/article/headlines/3858232-global-tension-in-strait-of-hormuz-economic-threats-unveiled - * Sultan Al Jaber, CEO of Abu Dhabi's ADNOC, expresses concern over Iran's recent activities in the Strait of Hormuz. * Al Jaber describes these actions as global economic extortion and a threat to international stability. * Calls for a coordinated global response to ensure uninterrupted energy flow. * Emphasises the importance of UN Security Council Resolution 2817 for free navigation in the Strait of Hormuz. * Highlights the strait's significance as a vital global shipping lane.
133. https://www.darnews.com/world/the-latest-iran-retaliates-against-gulf-energy-sites-as-stocks-sink-worldwide-4a1f0877 - *The US is deploying three warships and roughly 2,500 marines to the Middle East as tensions escalate between Iran and Israel.* *President Trump considers winding down military operations despite increased troop deployment.* *Iran fires on Israel and energy sites in Gulf Arab states; Israel targets Tehran and Beirut.* *Oil prices surge, with Brent crude reaching $119.50 per barrel, affecting global markets.* *International humanitarian concerns rise over displacement and economic disruptions caused by the conflict.*
134. https://www.iltempo.it/esteri/2026/04/01/news/iran-il-no-alleati-fa-infuriare-usa-rivaluteremo-la-nato-47079900/ - * Iran introduces a toll plan for ships passing through Hormuz, including restrictions on vessels linked to the US and Israel. * US Secretary of State Marco Rubio signals a potential reevaluation of NATO's use of US military bases in Europe. * US President Donald Trump indicates troop withdrawal if Iran's nuclear development is indefinitely delayed. * The legislation to restrict transit through Hormuz is pending approval in Iran's parliament, amid regional crisis escalation. * The article discusses geopolitical tensions involving Iran, the US, and NATO member positions, affecting regional security and strategic interests.
135. https://europeanbusinessmagazine.com/business/germany-admits-it-has-no-alternative-to-gas-and-its-starting-to-reconsider-nuclear/?utm_source=rss&utm_medium=rss&utm_campaign=germany-admits-it-has-no-alternative-to-gas-and-its-starting-to-reconsider-nuclear - * Germany’s economy minister, Katherina Reiche, publicly signals openness to reconsider nuclear power as a response to energy security concerns. * Reiche’s remarks come during a period of high energy prices and geopolitical instability affecting European gas supplies. * Germany’s nuclear phaseout, accelerated after Fukushima in 2011, has contributed to increased reliance on gas and higher electricity prices. * France and some Nordic countries continue to rely on nuclear; Germany’s energy costs are significantly higher as a result. * Political resistance exists within Germany, but energy prices and dependency are driving debates on nuclear policy.
136. https://www.businesstoday.in/bt-tv/whats-hot/video/india-turns-to-africa-for-gas-as-hormuz-crisis-disrupts-supplies-amid-iran-war-pressure-523476-2026-04-01?utm_source=rssfeed - * India is urgently looking for alternative gas sources due to disruptions caused by the Iran war. * The Strait of Hormuz disruption affects critical supplies. * India is turning to Africa, especially Angola, for new imports. * Talks between Indian Oil Corporation and Sonangol indicate a strategic shift. * The crisis may lead to a long-term realignment of supply routes and impact global trade flows.
137. https://www.urdupoint.com/en/world/iran-conflict-may-end-in-two-or-three-weeks-e-2162619.html - * Donald Trump claimed the ongoing Iran conflict could end within two to three weeks. * No new agreement with Tehran would be required, according to Trump. * Kuwait confirmed an Iran strike caused a fire at its international airport. * US and Israeli airstrikes continue across Iranian regions, targeting facilities in Isfahan and Farkhshahr. * Iran’s Foreign Minister dismissed prospects of immediate diplomacy, expressing no confidence in negotiations. * Rising tensions in Lebanon include plans by Israel to demolish homes and restrict return of displaced civilians. * Analysts warn of a potential humanitarian crisis and threats to regional and global stability.
138. https://www.scmp.com/opinion/world-opinion/article/3347056/iran-war-revives-pandemic-era-shocks-and-may-go-further?utm_source=rss_feed - • A conflict involving Iran has escalated, impacting global energy markets and maritime routes. • The Strait of Hormuz is being used as a strategic focus, with Iran seeking to influence international intervention. • Disruptions have caused increased shipping costs, detours, and delays, affecting fuel and insurance prices. • Iran has indicated that the Bab el‑Mandeb strait could also be involved if tensions escalate further. • The event draws parallels to pandemic shocks, affecting trade, travel, and economic stability.
139. https://nasional.sindonews.com/read/1692185/18/perang-timur-tengah-dan-lonjakan-harga-komoditas-dunia-1775027091 - * Konflik antara Amerika Serikat, Israel, dan Iran mempengaruhi pasar energi global. * Gangguan jalur pelayaran energi di Selat Hormuz menyebabkan lonjakan harga minyak. * Konflik militer di Timur Tengah berpotensi menjadi guncangan ekonomi global. * Sejarah krisis minyak tahun 1970-an menunjukkan pengaruh geopolitik terhadap pasar energi. * Lonjakan harga komoditas akibat konflik dikenal sebagai supply shock.
140. https://www.washingtontimes.com/news/2026/mar/31/war-iran-poses-terrible-risks-global-economy/ - * The war with Iran is expected to last longer than anticipated, impacting global energy security.
141. https://jamaicainquirer.com/iran-attacks-cause-fire-in-kuwait-bahrain-kill-man-in-uae/ - * Iran’s drones target fuel tanks at Kuwait’s international airport, causing a large fire, with no injuries reported. * Bahrain reports a fire at an undisclosed company facility due to Iranian aggression. * An oil tanker near Qatar was hit by an unknown projectile; crew evacuated and no injuries occurred. * Qatar’s ministry reported three Iranian-launched cruise missiles; one struck a tanker, with crew evacuated. * In the UAE, drone shrapnel caused a fatality among a Bangladeshi national. * Several drones intercepted and destroyed in Saudi Arabia. * Iran’s attacks are tied to ongoing US-Israeli air strikes; Gulf nations accuse Iran of targeting civilian infrastructure. * UNDP reports regional GDP decline of 3.7 to 6% due to the conflict. * US statements about ending the war are contradictory, with threats of increased operations and Iran’s rejection of US ceasefire demands.
142. https://propakistani.pk/2026/04/01/pakistan-faces-lng-supply-disruption-for-power-generation-amid-gulf-tensions/ - * Pakistan's LNG supplies for power generation are unavailable under force majeure conditions due to regional tensions. * Disruption due to Qatar's LNG production stoppages and Gulf conflict impact global supply. * LNG shipments, accounting for about 20% of global supply, are halted following force majeure declarations. * Alternative fuels like coal are used in place of LNG, with logistical challenges at some facilities. * Authorities aim to maintain stable electricity prices and support export competitiveness through tariff adjustments. * Power sector debt projections indicate improvement, remaining below Rs. 1.69 trillion.
143. https://www.independent.co.uk/news/uk/politics/starmer-news-iran-war-prices-uk-families-b2942250.html - * Sir Keir Starmer acknowledged the 'pressure rising costs puts on families' amidst the Middle East conflict. * The UK government plans to outline new measures under the 'Pride in Place' programme in South East England. * The Iran war has caused oil and gas prices to soar, impacting household budgets worldwide. * The UK government supports low‑income households with a £53 million aid package for heating oil. * Bank of England governor Andrew Bailey emphasizes the importance of reopening the Strait of Hormuz to stabilise energy markets. * The conflict is expected to increase household energy and food costs in the summer.
144. https://aawsat.com/%D8%A7%D9%84%D8%B9%D8%A7%D9%84%D9%85/%D8%A3%D9%85%D9%8A%D8%B1%D9%83%D8%A7-%D8%A7%D9%84%D9%84%D8%A7%D8%AA%D9%8A%D9%86%D9%8A%D8%A9/5257492-%D8%A7%D9%84%D8%A3%D8%B1%D8%AC%D9%86%D8%AA%D9%8A%D9%86-%D8%AA%D8%AF%D8%B1%D8%AC-%D8%A7%D9%84%D8%AD%D8%B1%D8%B3-%D8%A7%D9%84%D8%AB%D9%88%D8%B1%D9%8A-%D9%81%D9%8A-%D9%82%D8%A7%D8%A6%D9%85%D8%AA%D9%87%D8%A7-%D9%84%D9%84%D9%85%D9%86%D8%B8%D9%85%D8%A7%D8%AA-%D8%A7%D9%84%D8%A5%D8%B1%D9%87%D8%A7%D8%A8%D9%8A%D8%A9 - * Argentina designates 'Iran's Revolutionary Guard' as a terrorist organisation. * A Russian oil tanker, 'Anatoly Kulodkin', defies US sanctions, heading to Cuba. * The tanker is expected to arrive in Matanzas, Cuba, with 730,000 barrels of crude oil. * UK navy and NATO monitor the Russian vessel passing through the English Channel. * Cuba faces severe energy shortages and economic pressures, worsened by US sanctions. * US officials assert sanctions do not allow fuel shipments to Cuba, indicating heightened geopolitical tensions.
145. https://www.bbc.com/news/articles/c2k3jgy9vq3o?at_medium=RSS&at_campaign=rss - * Netanyahu states Israel's involvement in the attack on an Iranian gas field. * The attack impacts geopolitical relations in the Middle East. * Gas prices rose amid the conflict, with UK benchmark increasing by 11.3%, reaching almost 183p per therm. * European gas prices also surged by more than 10%.
146. https://propakistani.pk/2026/04/01/pakistan-faces-lng-supply-disruption-for-power-generation-amid-gulf-tensions/ - * Pakistan’s LNG supplies for power generation are unavailable due to force majeure amid regional tensions. * Disruption linked to conflicts involving the US, Israel, and Iran, affecting global energy markets. * Supply tightness due to Qatar’s LNG export suspension and shipping disruptions through the Strait of Hormuz. * Authorities confirm alternative fuel supplies, primarily coal, remain available, with logistical challenges at some plants. * Pakistan plans measures to stabilise electricity prices, including tariff adjustments and fixed tariffs for industrial consumers. * Power sector debt projected to decrease below Rs. 1.69 trillion, indicating sectoral improvements.
147. https://www.chinanews.net/news/278957170/vessel-hit-by-projectiles-at-qatar-gas-hub - * An oil vessel near Ras Laffan, Qatar, was struck by two projectiles on April 1, causing hull damage. * The source of the projectiles has not been identified; crew members are safe. * The attack was reported by UKMTO, a shipping security monitoring group. * The incident occurs amidst regional tensions and recent attacks targeting energy infrastructure and vessels.
148. https://www.skynewsarabia.com/business/1861674-%D8%A3%D8%B2%D9%85%D8%A9-%D8%A7%D9%84%D8%BA%D8%A7%D8%B2-%D9%87%D9%85-%D8%A3%D8%A8%D8%B1%D8%B2-%D8%A7%D9%84%D8%B1%D8%A7%D8%A8%D8%AD%D9%8A%D9%86-%D9%88%D8%A7%D9%84%D8%AE%D8%A7%D8%B3%D8%B1%D9%8A%D9%86 - * The closure of the Gulf of Hormuz has disrupted approximately 20% of global liquefied natural gas (LNG) supplies, especially Qatari exports. * This disruption has caused a sharp rise in gas prices in Europe, leading to significant economic losses across the continent. * US LNG exports have become more prominent as a global supplier, compensating for shortages. * Producers outside the conflict zone, such as US and Russian companies, benefit from higher prices and demand. * Critical sectors like shipping, defence, oil refining, and European energy producers see gains, while aviation, tourism, chemicals, and energy-intensive industries face losses.
149. https://www.cbsnews.com/video/iran-strikes-qatari-natural-gas-plant-after-israeli-attack-on-key-iranian-gas-field/ - * Iran launched a strike on the world's largest liquified natural gas plant in Qatar and oil refineries in Saudi Arabia and Kuwait. * The attack was in retaliation for an Israeli attack on Iran's largest gas field. * The incident marks a significant escalation in regional tensions. * The event involves key gas-producing countries in the Middle East.
150. https://www.bloomberg.com/news/articles/2026-03-19/after-qatar-lng-plant-outage-more-buyers-turn-to-us-suppliers - • An attack on Qatar’s LNG complex led to increased global supply strain. • Buyers turned to US suppliers for liquefied natural gas on Thursday. • US fuel sellers, including producers and offtakers with long-term contracts, saw rising demand. • The shift occurred as global supplies of LNG became more strained.
151. https://agpgabon.ga/moyen-orient-conflit-plusieurs-sites-gaziers-frappes-inquietudes-pour-lapprovisionnement-mondial/ - * Several gas and oil installations in the Middle East targeted amid Iran-Israel conflict. * Israeli strikes on offshore Iranian South Pars gas field, supplying 70% of Iran's natural gas. * Iran retaliates by attacking Ras Laffan in Qatar, a major liquefied natural gas (LNG) hub. * Multiple sites in UAE, Saudi Arabia, and Kuwait also damaged in attacks. * US warns Iran of potential destruction of South Pars; gas prices rise ~35% in Europe. * Authorities and companies report significant damage and operational disruptions.
152. https://www.koreatimes.co.kr/opinion/editorial/20260401/ed-irans-self-defeating-hormuz-toll-gamble?utm_source=rss - * Iran's parliament approved a plan for tolls on vessels passing through the Strait of Hormuz. * The move aims to generate revenue and use control of the strait as leverage amid conflict with the US and Israel. * The measure includes provisions to block ships linked to the US and Israel and deny passage to sanctioned vessels. * The move contravenes international law, specifically the UN Convention on the Law of the Sea and UN Security Council Resolution 2817. * Several countries, including India and China, have expressed concern, and the move could provoke a broad international backlash. * The Strait of Hormuz handles approximately 20% of global crude oil shipments, affecting major importers like Korea, Japan, and China. * Iran demands up to $2 million per vessel for passage; the financial and strategic risks outweigh the benefits.
153. https://www.orissapost.com/trump-says-its-on-other-nations-to-open-strait-of-hormuz/ - * US President Donald Trump on Tuesday said the responsibility for keeping the Strait of Hormuz open should belong to reliant countries, not the US. * US gas prices surpassed USD 4 a gallon for the first time since 2022 amid ongoing Iran war. * Israel and the US launched strikes on Iran, impacting Tehran; Iran deploys drones and has claimed fewer missile attacks. * Iran-backed drone attacked Kuwait International Airport causing a fire; Iran supported militias potentially involved. * Israel struck a factory in Iran supplying fentanyl, accused of chemical weapons potential. * UAE airlines barred Iranians from entry amid the war; some exceptions apply. * An attack on a tanker off Qatar; over 20 ships attacked in Persian Gulf since war began. * Saudi Arabia intercepted two drones, injured over two dozen US service members in attacks. * Ongoing regional conflicts involve US, Israel, Iran, and Saudi Arabia, affecting supply routes and security.
154. https://www.bloomberg.com/news/articles/2026-03-19/after-qatar-lng-plant-outage-more-buyers-turn-to-us-suppliers - * An attack on Qatar’s LNG complex caused disruptions to global supplies.
155. https://www.mediafax.ro/externe/chiar-si-dupa-redeschiderea-stramtorii-ormuz-tulburarile-ar-mai-dura-cateva-luni-spune-un-expert-23713119 - * Nils Haupt, senior communications director at Hapag-Lloyd, states that disruptions in maritime logistics will last several months post-reopening of the Strait of Hormuz. * Currently, approximately 2,000 ships are blocked in the region due to Iran's partial blockade, with around 400 in the Gulf of Oman. * Over 40 energy assets in the region are reported to be gravely or very gravely damaged, affecting production. * The closure has disrupted about 20% of global oil and LNG supplies, causing energy prices to rise. * Industry experts discuss the need for full security guarantees to restore trust and normalise shipping lanes.
156. https://www.business-standard.com/world-news/west-asia-war-israel-iran-conflict-trump-israel-attacks-india-lpg-oil-price-126040100176_1.html - * The conflict in West Asia, involving the US, Israel, and Iran, has entered its fifth week, with ongoing military tensions. * US President Trump predicts the conflict could end in 2-3 weeks; US sending additional troops. * Iran warns against US and Israeli actions; Iranian IRGC targets US corporations, and Iran offers to end fighting with guarantees. * Israel conducts strikes, including on a factory claimed to supply chemical weapons, and strengthens regional alliances. * Gulf nations, Kuwait and the UAE, face attacks and restrict Iranian citizens. * Oil prices increase, with Brent crude reaching $104.63 per barrel. * The conflict originated from US and Israel airstrikes on Iran on February 28, leading to regional missile and drone attacks.
157. https://www.fxstreet.com/news/uae-is-willing-to-join-us-for-force-hormuz-reopen-wsj-202604010406 - * Wall Street Journal reports that UAE is willing to join the US and allies for a forceful reopening of the Strait of Hormuz. * The US and other allies are urged to form a coalition to open the strait by force. * UAE officials indicate Iran is willing to fight for its existence, risking economic disruption. * The comments follow US President Trump's announcement of military withdrawal from Iran. * The development pertains to geopolitical tensions impacting energy security and supply routes.
158. https://globallnghub.com/natural-gas-prices-weekly-update-jkm-ttf-and-henry-hub-30-march-2026.html - * Natural gas prices moved unevenly last week, with JKM, TTF, and Henry Hub experiencing different trends. * JKM rose to USD 20.0/MBtu on 27 March due to Middle East tensions and Australian LNG outages caused by cyclone. * TTF declined to USD 18.3/MBtu on 27 March amid easing geopolitical risks and steady European supply. * Henry Hub remained stable at USD 3.1/MBtu, with prices showing little change during the week. * Market dynamics reflected shifts in geopolitical risks, weather, and supply fundamentals across major gas markets.
159. https://globallnghub.com/natural-gas-prices-weekly-update-jkm-ttf-and-henry-hub-30-march-2026.html - * Natural gas prices for JKM, TTF, and Henry Hub moved unevenly last week, affected by geopolitical risks, outages, and supply fundamentals.
160. https://www.washingtonpost.com/opinions/2026/03/19/trumps-iran-war-hormuz-gas-oil-facilities-hit/ - * The conflict between Iran and the US, initiated on February 28, entered a new phase with Israeli strikes on Iran’s South Pars gas field and Iran’s retaliation at Qatar’s LNG facilities. * The US considers re-sanctioning Iranian oil to ease market shocks, with Qatar’s LNG supply a concern as spot prices nearly doubled. * President Trump indicated a possible de-escalation with Israel's promises to limit further attacks, but ending the conflict will require reopening the Strait of Hormuz and strategic decisions. * US allies, including Britain, France, Germany, Italy, Japan, and Canada, expressed support for ensuring safe passage through the Strait. * Political critique faces Trump’s management style, suggesting a chaotic approach contributed to the escalation. * A potential resolution involves weakening Iran’s regime to manageable levels, destroying missile and nuclear facilities, and negotiating terms such as reopening the Strait and verifying nuclear dismantlement. * If negotiations fail, military action such as reopening the Strait by force or bombing Iranian military targets might be necessary, risking further escalation.
161. https://www.independent.co.uk/news/gulf-of-oman-iran-asia-strait-of-hormuz-frankfurt-b2942140.html - * Escalating attacks on Gulf oil, gas, and related infrastructure increase the risk of supply disruptions and higher prices. * Key facilities targeted include South Pars gas field, Ras Laffan LNG terminal, Kharg Island oil terminal, East-West pipeline, Fujairah oil terminal, Kuwait refineries, Port of Salalah, and Shah gas field. * Attacks are related to Iran's retaliation for Israeli strikes and involve drone and missile strikes, causing damage and shutdowns. * Disruptions affect global energy markets, especially in Asia and Europe, and threaten supply of raw materials like helium and sulfur. * Infrastructure damages may cause prolonged recovery times and impacts on energy exports from the Gulf region.
162. https://www.theguardian.com/news/video/2026/mar/19/why-gasfield-attacks-are-a-major-escalation-in-iran-war-the-latest - * Donald Trump threatens to 'blow up' a major Iranian energy facility. * Attacks on gasfields across the Middle East have caused gas and oil prices to rise. * Israeli strikes on the South Pars gasfield prompted Iran to retaliate. * Iran's attacks include facilities in Qatar. * The escalation risks long-term disruption to energy supplies.
163. https://www.semissourian.com/opinion/lowry-iran-is-challenging-a-bedrock-of-american-geopolitical-power-5683fe82 - * The Strait of Hormuz is effectively closed, impacting global economy and US strategic interests. * The US Fifth Fleet is tasked with protecting sea lanes in the Middle East. * The closure threatens the safe passage of oil and other commodities, affecting multiple regions. * Iran's actions undermine American geopolitical strategy despite US naval presence. * The situation poses significant risks to global trade and energy security.
164. https://www.okaz.com.sa/economy/na/2240796 - * Iranian parliament considers a proposal to impose fees and taxes on 'safe passage' for ships through the Strait of Hormuz. * Move occurs amidst heightened regional tensions linked to ongoing conflicts and Iran's efforts to increase influence over the strategic waterway. * Recent attacks on natural gas facilities in the South Pars field in Iran have been reported. * Iranian officials indicate plans to develop a new management system for the Strait after the end of the war. * The Strait of Hormuz is crucial as about one-fifth of global oil consumption and one-third of liquefied natural gas trade pass through it. * Control over the Strait affects the global economy and energy markets.
165. https://www.caclubindia.com/articles/irans-hormuz-gambit-how-a-21mile-strait-made-the-world-an-economic-hostage-54984.asp - * On 28 February 2026, US and Israel launched strikes on Iran, killing Supreme Leader Khamenei. * Iran responded by closing the Strait of Hormuz selectively, affecting over 20% of global oil and LNG transit. * Oil prices surged to $126 per barrel; LNG and fertiliser prices increased significantly. * India, heavily reliant on imports through Hormuz, cut petrol and diesel excise duties to mitigate fuel price increases. * The crisis threatens global supply chains, food security, and economic stability, especially for energy-dependent countries like India. * Geopolitical dynamics favour China and Russia, while European and Asian markets face severe disruptions.
166. https://www.bloomberg.com/news/videos/2026-03-19/weeks-of-war-are-reshaping-global-gas-markets-video - • Strikes on energy infrastructure in the Middle East conflict have caused natural gas prices to soar. • The conflict has led to disruptions in gas supply routes. • The situation could impact gas markets for years to come.
167. https://thefrontierpost.com/trump-says-he-urged-netanyahu-not-to-target-irans-oil-gas-fields/ - * Donald Trump stated he urged Benjamin Netanyahu not to target Iran’s oil and gas infrastructure. * The conversation occurred following Israel’s strike on Iran’s South Pars natural gas field. * Iran warned it would show “zero restraint” if its infrastructure is hit again and attacked energy facilities in Qatar and Kuwait. * The escalation has caused energy market disruptions, with surging oil and natural gas prices. * The event took place amid heightened regional tensions impacting energy security.
168. https://punchng.com/imf-raises-concern-over-global-inflation-output-over-iran-war/?utm_source=rss.punchng.com&utm_medium=web - - The IMF states it is monitoring the effects of the Iran conflict on global inflation and output. - No countries have asked for emergency assistance. - War and disruptions have caused energy prices to rise, with Brent crude at around $110 a barrel. - Impact on vulnerable states highlighted, along with potential rises in food prices. - The conflict involves US and Israel strikes on Iran, affecting the Strait of Hormuz. - IMF warns of higher inflation and reduced output if energy prices stay elevated.
169. https://www.cbsnews.com/video/oil-and-gas-prices-jump-amid-attacks-on-middle-east-energy-facilities/ - * Oil and gas prices increase amid attacks on energy facilities in the Middle East. * The attacks and the resulting price changes are discussed by Robert Schroeder, Washington bureau chief for MarketWatch. * The event involves geopolitical developments affecting energy markets. * The article is set in the context of recent conflicts impacting energy supply routes.
170. https://www.downtoearth.org.in/energy/attacks-that-will-outlast-the-west-asia-war - * Indian gas tankers required diplomatic and naval assistance to navigate Strait of Hormuz amid Iran-Israel conflict. * The strait experienced a 97% reduction in ship traffic following war escalation, impacting global oil and gas flows. * Israel attacked Iran’s South Pars gasfield; Iran retaliated with missile strikes on Qatar’s LNG facilities. * Oil and natural gas prices increased due to attacks on energy infrastructure. * The conflict has caused a significant disruption in global energy supplies and market prices.
171. https://www.theguardian.com/commentisfree/2026/mar/19/the-guardian-view-on-the-iran-war-escalation-as-trump-breaks-things-who-will-pick-up-the-pieces - * After an Israeli attack on Iran's South Pars gasfield, Iran retaliated with strikes affecting liquified natural gas (LNG) supplies in the region. * The conflict has led to significantly increased gas prices in Europe and Asia, with supply disruptions expected to take years to resolve. * Regional powers like Qatar, Oman, and Gulf states express concern and criticism over the escalation, risking wider regional instability. * US officials deny knowledge of or coordination in the Israeli strike, but Israeli sources suggest US involvement. * The escalation is seen as a consequence of reckless US and Israeli actions, with regional stability at risk.
172. https://www.aljazeera.com/video/newsfeed/2026/3/19/irans-strike-on-qatar-gas-facility-will-reduce-supply-for-3-to-5-years?traffic_source=rss - * Iran’s attack on Qatar’s Ras Laffan gas facility will cut approximately 17% of Qatar’s LNG export capacity. * The supply reduction is expected to last up to five years. * The incident is described as a major blow to the global energy market, with potential disruptions to supplies in Europe, Asia, and beyond. * The event involves Iran and Qatar, impacting the natural gas sector and global energy markets.
173. https://www.ilfattoquotidiano.it/2026/03/19/qatar-fornitura-gnl-italia-stop-danni-impianti-guerra-iran-news/8329638/ - * QatarEnergy's CEO Saad al-Kaabi announced potential long-term force majeure on LNG supplies following damages from Iranian missile strikes. * The attacks damaged two LNG trains and a gas liquefaction plant, impacting 12.8 million tonnes per year of gas production. * The disruptions could last between three and five years, affecting supplies to Italy and other countries. * Qatar is Italy's second-largest LNG supplier, supplying over 30% of the country's gas imports. * The damages threaten LNG exports, with a loss of 17% of Qatar's export capacity and an estimated loss of 20 billion dollars annually.
174. https://www.moroccoworldnews.com/2026/03/283381/gas-prices-jump-25-after-middle-east-strikes-hit-qatar-lng-facility/ - • Attacks targeted Middle East gas and oil infrastructure, including Qatar’s LNG facility. • Gas prices in the UK and Europe rose about 25% in early trading. • Iran’s strike on Ras Laffan, Qatar’s main LNG export hub, caused damage and raised supply concerns. • Prices of gas and oil surged amid regional tensions and supply disruptions. • US temporarily suspended the Jones Act to facilitate resource transport, but experts see limited impact on prices.
175. https://www.businesstoday.in/world/story/iran-war-to-end-trump-says-well-be-leaving-very-soon-signals-us-exit-in-2-3-weeks-523420-2026-04-01?utm_source=rssfeed - * US President Donald Trump indicated Washington could wind down its military campaign against Iran within 2–3 weeks.* Trump stated no formal deal with Iran was necessary for ending the conflict.* The US aims to withdraw once Iran's capabilities are weakened to prevent nuclear weapon development.* Trump is scheduled to address the nation for an update on the situation.* Tensions remain high with threats from Iran’s Revolutionary Guards targeting US companies.* The conflict has disrupted regional energy supplies and increased geopolitical risks.
176. https://www.ilfattoquotidiano.it/2026/03/19/qatar-fornitura-gnl-italia-stop-danni-impianti-guerra-iran-news/8329638/ - * QatarEnergy CEO Saad al-Kaabi announces potential declaration of force majeure on LNG contracts with Italy, Belgium, South Korea, and China due to damage from Iranian missile strikes. * The damage affects two LNG trains and one gas liquefaction plant, with repairs expected to take between three and five years. * Qatar is Italy's second-largest LNG supplier, providing over 30% of its gas imports. * Iranian attacks have damaged 17% of Qatar's LNG export capacity, representing about 4% of global supply, causing an estimated annual revenue loss of 20 billion USD. * The damage impacts LNG supply to Europe and Asia, notably affecting supply to Italian utility Edison.
177. https://dailycaller.com/2026/03/31/trump-address-nation-iran-wednesday-night/ - * President Donald Trump will address the nation on Wednesday night regarding the conflict with Iran. * The US military launched targeted strikes against Iran on February 28 following escalations. * The conflict involves the US and Iran, impacting global oil markets and gas prices. * The Iranian Revolutionary Guard Corps (IRGC) closed the Strait of Hormuz, halting oil shipments. * Brent crude oil prices increased over $30; US gas prices rose by approximately 24 cents per gallon. * The IRGC threatened retaliation against US tech companies including Tesla, Palantir, and Microsoft.
178. https://www.express.co.uk/news/world/2184250/haifa-refinery-israel-struck-iran - * A refinery in Haifa, Israel, was struck following an Iranian missile attack.* The Israeli military stated impacts were caused by falling fragments from intercepted missiles.* No significant damage or fatalities were reported at the refinery.* The attack is part of Iran's retaliation for US-Israeli strikes on military and nuclear sites.* The incident has influenced oil and gas markets amid ongoing regional conflicts.* The conflict has involved multiple Middle Eastern countries targeting energy infrastructure.
179. https://www.columbian.com/news/2026/mar/19/eu-scrambles-to-contain-energy-costs-from-war-in-middle-east/ - * EU leaders are meeting to tackle rising oil and gas prices caused by the war in the Middle East. * The discussion takes place in Brussels. * The war affects key energy producers and shipping lanes. * U.S. President Donald Trump has called for military support to secure the Strait of Hormuz, but EU leaders have declined. * The issue impacts energy security policy and market stability.
180. https://www.pravda.com.ua/news/2026/04/01/8028109/ - *EU energy commissioner Daniel Jorgensen states that a month of conflict between the US, Israel, and Iran added €14 billion to EU fossil fuel import costs.* *Prices for gas increased by approximately 70% and oil by 60% since the conflict began.* *There is no immediate shortage of oil or gas in the EU, but pressure exists in diesel and aviation fuel markets.* *Rising global gas prices are increasing electricity costs, affecting industry and households.* *Jorgensen urges EU member states to act in coordination to avoid market destabilisation and promises upcoming measures to shield families and businesses.*
181. https://www.moroccoworldnews.com/2026/03/283381/gas-prices-jump-25-after-middle-east-strikes-hit-qatar-lng-facility/ - * Global gas prices increased by about 25% in the UK and Europe following attacks on Qatar's LNG facility and Iran's South Pars gas field. * The attack on Ras Laffan in Qatar, part of the North Dome gas field, caused extensive damage and heightened supply concerns. * Iran's retaliation targeted Ras Laffan after strikes on its own South Pars gas field, amid broader regional tensions. * Financial markets reacted with declines in Japan’s Nikkei and London’s FTSE 100. * US temporarily suspended the Jones Act to aid resource transport, but experts suggest limited market impact. * Iran suspended gas exports to Iraq to secure domestic supply, with 94% of Iran’s gas consumed domestically.
182. https://www.fox7austin.com/news/gas-prices-continue-rise-following-iran-strikes - * The national gas price rose to over $4, the highest since 2022, due to tensions involving Iran and the Strait of Hormuz. * The Strait has been effectively closed by Iran since February 28, impacting global oil markets; crude oil prices exceeded $100 per barrel. * US military strikes on Iran and geopolitical uncertainty have driven oil and gas prices upward. * President Trump indicated that leaving Iran could cause gas prices to fall, and announced an upcoming national address about the Iran conflict. * Gas prices in Austin increased significantly, with some reaching nearly $3.89 per gallon, affecting consumers' driving costs.
183. https://nypost.com/2026/03/19/world-news/us-deploys-a-10-warthogs-apache-helicopters-to-secure-strait-of-hormuz/ - * The US deployed A-10 Warthogs, Apache helicopters, and 5,000-pound bombs to target Iranian vessels, drones, and underground facilities in the Strait of Hormuz. * US officials, including Gen. Dan Caine, announced efforts to destroy Iran’s military capabilities in the region, with operations involving targeted strikes on ships and underground storage. * The US also engaged Iran-aligned militia groups in Iraq, using Apache helicopters against suspected firing sites. * The deployment aims to prevent Iran from projecting power outside its borders, as tensions rise following attacks on Middle Eastern oil infrastructure. * Discussions continue in the US about possible ground forces deployment to secure crucial oil export routes, though no decision has been made, and Israel has expanded strikes against Iranian targets in the Caspian Sea.
184. https://economictimes.indiatimes.com/news/india/india-should-look-for-geographical-diversification-for-gas-says-former-iocl-executive-director/articleshow/129940141.cms - * Sandeep Jain, former IOCL Executive Director (Gas), advocates for India's geographical diversification of gas to reduce geopolitical risks in the Middle East. * He highlights the impact of conflicts involving the US, Israel, and Iran on India’s LNG and LPG supplies, especially through the Strait of Hormuz. * India imports 60-70% of LPG and around 40% of crude oil via the Strait of Hormuz, with disruptions affecting households and industries. * Indian entities are contracting LPG from multiple countries, including Russia, the US, and Argentina, to ensure supply stability. * The LNG sector has faced severe constraints due to supply cuts from Qatar Energy and ADNOC following production facility damage.
185. https://thefrontierpost.com/treasury-chief-says-us-may-unsanction-iran-oil-already-being-shipped/ - * US Treasury Secretary Scott Bessent indicated the US might ‘unsanction’ Iranian oil already being shipped. * Comments made as energy prices rise following Iran's attack on LNG facilities in Qatar and threats to regional energy infrastructure. * The US government considered releasing more oil from strategic reserves to address soaring energy costs. * Oil prices surged with Brent reaching $112.76 per barrel after a 10% increase, then easing to 5%. * US temporarily waived maritime shipping laws to help lower energy prices amid conflict with Iran and Iran’s retaliation actions.
186. https://www.mirror.co.uk/money/every-day-goes-raises-risk-36895287 - * Iran's double strike on Qatar’s Ras Laffan LNG terminal poses significant geopolitical and energy security risks.* *The attack escalates concerns over global LNG supply disruptions, especially affecting the UK.* *The UK relies heavily on imported gas, notably from Norway and the US, with potential price surges impacting domestic energy bills.* *The damage to Qatar's LNG infrastructure could take 3 to 5 years to repair, prolonging market instability.* * The ongoing conflict increases the risk of a global surge in wholesale gas prices, affecting households and economic stability.
187. https://www.unita.it/2026/03/19/stretto-hormuz-piano-sei-paesi-italia-riaprire-rotta-commerciale-greggio/ - * Sei paesi (Regno Unito, Francia, Germania, Olanda, Giappone, Italia) si sono impegnati a contribuire a un piano per garantire la navigazione nello stretto di Hormuz. * La decisione è stata annunciata dalla residenza del premier britannico, condannando gli attacchi iraniani contro navi e infrastrutture civili. * La situazione è stata aggravata dagli attacchi congiunti di Stati Uniti e Israele contro l’Iran, provocando un aumento del prezzo del greggio oltre i 110 dollari. * Iran ha accusato gli Stati Uniti e Israele di aver causato la crisi nello stretto e ha avvertito che la partecipazione di altri Paesi sarebbe considerata ‘complicità’ negli atti aggressivi. * Il segretario del Pentagono ha criticato l’Europa per il mancato supporto nel conflitto iraniano.
188. https://peakoil.com/publicpolicy/trump-says-iran-war-could-wrap-up-in-2-3-weeks-as-conflict-pushes-gas-prices-over-4-a-gallon - * President Trump states Iran war could wrap up in 2-3 weeks, with ongoing negotiations and potential deal. * The conflict has led to a closure of the Strait of Hormuz, increasing global oil and gas prices. * Oil prices are affected, with Brent crude over $118 per barrel; stock indices rise amid optimism. * U.S. officials suggest the U.S. may not be involved in reopening the Strait. * European gas prices have surged over 70% since the conflict began.
189. https://telquel.ma/instant-t/2026/03/19/infrastructures-energetiques-ciblees-une-escalade-qui-fait-craindre-pour-les-prix-et-lapprovisionnement_1979648/ - * Après une attaque américano-israélienne contre des installations iraniennes, l’Iran menace des infrastructures énergétiques dans le Golfe. * Un site de production de GNL au Qatar a été ciblé, avec des dommages considérables, mais maîtrisés. * Deux raffineries koweïtiennes ont été touchées par des attaques de drone, provoquant des incendies. * Les experts craignent une augmentation de la pression sur les prix du gaz et du pétrole. * Les marchés du gaz européen et du pétrole ont réagi par des hausses significatives des prix. * L’Iran a menacé d’attaquer d’autres installations en Arabie saoudite, Emirats arabes unis, et Qatar, risquant de perturber l’approvisionnement mondial.
190. https://www.dailymail.co.uk/money/article-15660597/Gas-prices-reach-highest-level-THREE-years-rising-does-mean-energy-bills.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Gas prices in the UK have hit a three-year high following escalations in the Iran war and attacks on gas facilities in Qatar. * Prices surged over 25 per cent after retaliatory strikes in Qatar, with a peak of 174p per therm. * Disruptions include attacks on the South Pars gas field in Iran and the Ras Laffan LNG site in Qatar. * The UK’s vulnerability stems from reliance on imports from Norway and Qatar, limited storage, and declining domestic production. * Potential increases in energy bills are forecasted if prices remain high or rise further, with possible impacts on the energy price cap and fixed tariffs.
191. https://carbon-pulse.com/494820/ - • Missile attacks on Qatar’s largest gas field alter global LNG prospects. • Asia faces pressure to reduce demand. • Europe delays spring storage plans and prolongs coal-fired generation. • Developments impact regional and global gas market balance and prices.
192. https://carbon-pulse.com/494820/ - * Missile attacks on Qatar’s largest gas field significantly alter the global LNG supply outlook. * The incident impacts demand in Asia, which faces reduced pressure to increase LNG imports. * Europe is adjusting its spring storage plans and extending coal-fired power generation. * The event was reported on Thursday by analysts. * The article discusses effects on LNG supply and European coal use.
193. https://carbon-pulse.com/494820/ - * Missile attacks on Qatar’s largest gas field impact global LNG outlook. * Asia faces pressure to reduce LNG demand. * Europe cuts spring storage plans and extends coal-fired generation. * The development influences global energy markets, including LNG and coal. * Date of report: Thursday.
194. https://www.independent.co.uk/tv/news/iran-war-south-pars-gas-video-b2941622.html - * A fire broke out at Iran's South Pars gas field following an Israeli airstrike in March. * The incident was filmed and verified by Reuters in Bushehr Province. * Iran’s Fars news agency reported gas tanks and refinery parts were hit. * Qatar’s Ras Laffan LNG field was also reportedly targeted by Iranian missile attacks. * The UK natural gas price surged by nearly a quarter due to disruptions.
195. https://www.lapresse.tn/2026/03/19/gaz-en-europe-les-prix-explosent-apres-des-attaques-sur-des-installations-energetiques-dans-le-golfe/ - * The prices of natural gas in Europe surged following attacks on energy facilities in the Gulf and resulting damage at QatarEnergy's Ras Laffan site, with damages described as 'considerable'. * European reference contracts increased by up to 35% on Thursday. * The Dutch 'TTF' gas contract reached 74 euros, then slightly declined. * The attacks caused large fires and significant damage. * The incident impacts regional gas supply and market prices.
196. https://www.zerohedge.com/energy/asia-burns-more-coal-middle-east-war-sends-lng-prices-3-year-highs - * Coal usage in Asia’s power generation increases due to LNG shortages caused by Middle East conflict. * Countries such as Japan, South Korea, China, India, and Southeast Asia are raising coal-fired power production. * Spot LNG prices in Asia surge by 70%, reaching three-year highs while coal prices increase by 17%. * Asian nations prioritise energy security over emission reduction amid supply disruptions. * Alternative solutions like renewables and local gas production are secondary to immediate coal use adjustments.
197. https://www.aljazeera.com/economy/2026/3/19/asias-stock-markets-dive-after-attacks-on-energy-facilities-in-qatar-iran?traffic_source=rss - * Asian stock markets, including Japan’s Nikkei 225 and South Korea’s KOSPI, fell nearly 3 percent following attacks on energy facilities in Qatar and Iran. * Brent crude oil prices increased by over 4 percent, surpassing $112 a barrel. * Attacks caused significant damage to Qatar’s LNG export facilities and prompted concerns over global energy supplies. * US stocks declined amid inflation fears, with the S&P 500 down 1.4 percent. * Authorities in Qatar, UAE, Saudi Arabia, and Iran responded to missile and drone attacks on gas and oil facilities, impacting energy production and maritime traffic.
198. https://www.dn.se/varlden/eu-ministrar-i-akut-mote-uppmanas-spara-diesel/ - * Iran har blockerat Hormuzsundet som svar på attacker från Israel och USA, vilket har stoppat energileveranser till Asien. * Flera asiatiska länder har infört energisparande åtgärder som att minska luftkonditionering, göra dagar till helgdagar, införa bränsleransonering och jobba hemifrån. * André Månberger varnar för att minskad global energimängd kan leda till ökade priser och längre sikt till försämrat energitillgång. * Sverige har inte just nu brist på olja och drivmedel, men förväntningar finns på att detta kan ändras i april p.g.a. uteblivna leveranser från regionen. * EU-energiminister möts för att diskutera frivilliga åtgärder för att minska energiförbrukningen, särskilt inom transportsektorn, inklusive diesel och flygbränsle.
199. https://www.aljazeera.com/video/newsfeed/2026/3/19/qatar-expels-iranian-attaches-after-lng-facility-strike?traffic_source=rss - * Qatar expels Iranian military and security attaches after the strike on Ras Laffan LNG facility. * Iranian missiles caused 'extensive damage' to the facility. * The incident involved Iran and Qatar. * The event impacts LNG infrastructure and regional security.
200. https://easternherald.com/2026/03/31/uk-jet-fuel-crisis-last-middle-east-shipment-hormuz-blockade/ - * The UK is facing a potential jet fuel shortage as the last shipment from the Middle East arrives, marking a supply chain rupture. * The tanker Maetiga, carrying fuel from Saudi Arabia, is the final shipment, with no further cargoes visible. * Disruption linked to escalation in West Asia and shutdown of the Strait of Hormuz, affecting global energy transit. * UK relied heavily on Middle Eastern jet fuel imports, now exposed by geopolitical tensions. * Industry warns that shortages could impact flight capacity and increase ticket prices if disruptions continue.
201. https://www.aljazeera.com/news/2026/3/18/qatar-says-iran-missile-attack-sparks-fire-causes-damage-at-gas-facility?traffic_source=rss - * Qatar states Iranian missile attacks caused fires and significant damage at Ras Laffan industrial city, its main LNG facility, leading to a suspension of LNG production on March 2. * The attacks resulted in fires, no injuries reported, and extensive damage to multiple LNG facilities. * Iran threatened to attack oil and gas facilities across the Gulf region in retaliation for an Israeli attack on its South Pars gasfield. * Qatar declared Iranian embassy’s military and security attaches persona non grata, demanding their departure within 24 hours. * The attack and subsequent regional tensions impacted global LNG supply and prices, with authorities in Saudi Arabia and the UAE intercepting missiles and dealing with debris and targeted facilities.
202. https://europeangashub.com/european-gas-market-absorbs-the-largest-share-of-lng-supply-cuts.html - * The European gas market has absorbed 70% of LNG supply reductions following the Strait of Hormuz closure. * European, Japanese, and South Korean imports declined, mitigating impact on prices temporarily. * Reduced Chinese LNG imports in February due to Lunar New Year holidays also contributed to market balancing. * Market behaviour suggests hesitancy in spot market buying, potentially limiting price surges. * Risks of price increases may grow if LNG transiting the Strait of Hormuz continues to decline long-term.
203. https://windward.ai/blog/one-month-into-the-iran-war/ - * The Strait of Hormuz transitioned from open transit to a controlled, permission-based corridor due to geopolitical tensions. * Commercial shipping activity sharply declined, with traffic remaining below baseline and concentrated among high-risk vessels. * Electronic interference, GPS jamming, and dark vessel activity increased, degrading navigation and visibility. * Global shipping routes diverted around Africa, with increased reliance on the Cape of Good Hope and alternative corridors such as Oman. * Iranian exports persisted under constraints, while Iraqi output collapsed, and Saudi flows rerouted through the Red Sea. * Energy flows experienced significant shifts, including reduced Iraqi exports and increased Red Sea shipments from Saudi Arabia. * Infrastructure strikes and naval mines raise threat levels, impacting vessels and critical facilities across the region. * Ports and logistics systems faced congestion, delays, and operational disruptions, with increased reliance on alternative ports like Salalah and Sohar. * Broader supply chains for refined products and bulk commodities faced operational stress, with disrupted trade in jet fuel, LPG, and fertilisers. * The disruption propagated into global markets, affecting Venezuelan and Cuban exports, and digital infrastructure was also impacted. * The threat of naval mines and ongoing attacks risk halting maritime traffic in the Strait of Hormuz. The system shows no signs of returning to normal; instead, it is adapting through constrained, selective, and increasingly risky operations.
204. https://www.indiandefensenews.in/2026/03/vital-energy-pipeline-blown-up-by.html - * An 18-inch-diameter gas pipeline in Quetta, Balochistan, was targeted in an attack, causing supply disruption across multiple districts. * The explosion was confirmed by local officials and caused a fire that was extinguished by technical teams. * The incident is suspected sabotage, with no group claiming responsibility, but insurgent factions like the Balochistan Liberation Army are suspected. * The attack is part of a pattern of assaults on energy infrastructure in Balochistan, aimed at protesting resource exploitation. * Security forces are investigating; the attack impacts natural gas supply, crucial for the region's economy and residents' winter needs.
205. https://www.24ur.com/novice/tujina/energetska-negotovost-v-evropi-prihajajo-omejitve-v-prometu.html - * European Commissioner for Energy Dan Jorgensen calls for voluntary demand reduction, focusing on transport, due to fears of energy supply crisis stemming from Middle Eastern conflict. * EU ministers convene for an extraordinary meeting to coordinate responses and potentially adjust legislation to mitigate high energy prices. * Measures discussed include reducing domestic fuel demand, increasing inter-state cooperation, and accelerating renewable energy investments. * The Asian oil market sees increased competition for Russian crude, with US easing sanctions to supply India and others amid ongoing conflict and disruptions. * Analysts highlight that Russia's export capacity may be near its limit, with current exports below historical peaks.
206. https://aif.ru/money/-gazprom-letnyaya-zakachka-gaza-v-phg-evropy-stala-nerentabelnoy - * The current European gas market conditions make summer injection into underground gas storages (UGS) economically infeasible, according to Gazprom. * As of 16 March, European UGS levels stand at 28.9%, with the Netherlands at 7.7%, the lowest mid-March level historically. * Gas prices in Europe continue to rise, with the Dutch TTF at $665.97 per thousand cubic meters for day-ahead delivery. * March prices for summer delivery at TTF are higher than winter delivery prices. * Gas stocks in European UGS decreased to about 29.1%, the lowest since the start of the withdrawal season, and the gas previously stored was fully used by mid-February.
207. https://globallnghub.com/qatar-lng-supply-disrupted-as-12-8-mtpa-outage-hits-global-market-balance.html - * Qatar LNG supply was significantly disrupted due to damage at Ras Laffan, leading to the shutdown of around 12.8 mtpa of export capacity, with outages expected to last three to five years. * The disruption coincides with Qatar's 2025 LNG exports of 81.2 million tonnes, accounting for 18.8% of global shipments, now overtaken by the US and approaching Australia. * Exports to China, India, and Taiwan increased, while shipments to the EU declined. * The outage has triggered force majeure on long-term contracts in Europe and Asia and caused LNG prices to surge up to 35% in one session, doubling since late February.
208. https://globallnghub.com/qatar-lng-supply-disrupted-as-12-8-mtpa-outage-hits-global-market-balance.html - * Qatar LNG export capacity reduced by 12.8 mtpa due to infrastructure damage at Ras Laffan, with outages expected to last three to five years. * The disruption occurs when Qatar's LNG exports, which accounted for 18.8% of global shipments in 2025, are impacted. * Qatar's LNG exports to China, India, and Taiwan increased, but EU volumes declined. * Force majeure declared on long-term contracts across Europe and Asia. * LNG prices surged by up to 35% in a single session and doubled since late February, tightening supply globally.
209. https://oilprice.com/Latest-Energy-News/World-News/Asia-Burns-More-Coal-as-Middle-East-War-Sends-LNG-Prices-to-3-Year-Highs.html - * Asian countries boost coal-fired power generation due to LNG supply shortages caused by Middle East conflict. * Developed and developing Asian economies rely more on coal as gas becomes scarce and expensive. * Spot LNG prices in Asia surged by 70%, reaching three-year highs, with coal prices rising by 17% since the conflict began. * Coal is seen as an immediate buffer to offset gas supply disruptions; renewables and domestic gas focus are longer-term solutions. * Asian governments prioritise diversification and energy security over emission reductions amid current supply crisis.
210. https://europeangashub.com/lng-liquefaction-outages-shut-115-mtpa-by-end-of-march-2026.html - - About 115 mtpa of LNG liquefaction capacity has shut operations by March, representing just over 25% of global LNG trade. - Qatar’s Ras Laffan and UAE’s Das Island remained shut in March, causing a loss of around 10 bcm of gas supply. - Repairing Qatar’s damaged trains could take 3-5 years, with a medium-term loss of 50-90 bcm. - Cyclone Narelle disrupted Australian LNG plants: Wheatstone, Gorgon, North West Shelf, and Karratha suffered outages. - Darwin LNG is undergoing unplanned maintenance following technical issues, three months after returning to operation.
211. https://energynow.com/2026/03/exxon-and-qatarenergys-joint-venture-golden-pass-produces-first-lng-at-new-texas-facility/ - * Golden Pass LNG, a joint venture between QatarEnergy and Exxon Mobil, has produced its first LNG in Texas. * First cargo expected in the second quarter. * The plant faced delays and cost overruns since 2019. * QatarEnergy holds 70%, Exxon 30% in the project. * QatarEnergy announced force majeure due to Middle East conflict, affecting global LNG supply.
212. https://europeangashub.com/lng-liquefaction-outages-shut-115-mtpa-by-end-of-march-2026.html - • Around 115 mtpa of LNG liquefaction capacity has shut operations by end of March, over 25% of global LNG trade. • Qatar’s Ras Laffan and UAE’s Das Island remained shut during March, causing a loss of 10 bcm of gas supply. • Repairs for Qatar’s damaged trains could take 3-5 years, leading to 50-90 bcm loss over medium-term. • Australian LNG plants at Wheatstone, Gorgon, and North West Shelf were disrupted by cyclone Narelle; Karratha plant outage followed power loss. • Darwin LNG is undergoing unplanned maintenance due to technical issues shortly after returning to operations.
213. https://24.hu/fn/gazdasag/2026/03/31/gazstop-foldgaz-ukrajna-lng/ - * A magyar kormány június végétől kezdve leállítja a gáztranzit Ukrajnába, értékesítést tilt meg.
214. https://www.oedigital.com/news/537516-chevron-s-wheatstone-lng-plant-remains-offline-due-to-cyclone-damage - * Chevron’s Wheatstone LNG plant in Western Australia is offline due to cyclone damage. * Both processing trains at the 8.9 million-ton-a-year facility are shut following Tropical Cyclone Narelle. * Damage includes fin fans and heat exchangers, with repairs ongoing. * The plant is unlikely to resume full production for several weeks. * Chevron operates significant LNG assets in Australia and the US.
215. https://oilprice.com/Latest-Energy-News/World-News/Chevron-Reports-Extensive-Damage-at-Major-LNG-Project.html - - Chevron’s Wheatstone LNG plant offshore Australia experienced 'extensive damage' after a cyclone, with two liquefaction trains remaining shut. - Tropical Cyclone Narelle caused disruptions at three Australian LNG facilities, including Chevron’s Gorgon and Wheatstone. - Gorgon suspended operations at one liquefaction train; others operated normally. - Australia’s LNG supply disruptions contributed to rising natural gas prices in Asia (143%) and Europe (85%). - QatarEnergy announced it would take years to repair facilities damaged by Iranian missiles.
216. https://oilprice.com/Latest-Energy-News/World-News/Chevron-Reports-Extensive-Damage-at-Major-LNG-Project.html - - Chevron’s Wheatstone LNG plant offshore Australia remains shut due to cyclone damage, with two liquefaction trains affected. - The cyclone disrupted operations at three Australian LNG facilities, including Chevron’s Gorgon and Wheatstone. - Australian LNG facilities are expected to resume production once safe, with damages including heat exchangers. - Tropical Cyclone Narelle impacted Australian LNG operations, contributing to global supply disruptions. - Rising global natural gas prices, with Asian prices up 143% since February and European prices up 85%, are driven by weather and war impacts. - QatarEnergy indicated it will take years to repair facilities damaged by Iranian missiles.
217. https://www.khaama.com/gas-pipeline-blast-disrupts-supply-in-pakistans-balochistan/ - * A gas pipeline in Balochistan, Pakistan, was blown up on Monday, disrupting supply in Quetta and five other districts. * The blast occurred on the outskirts of Quetta, near Afghanistan and Iran. * The targeted pipeline was an 18-inch main transmission line operated by Sui Southern Gas Company. * Authorities have not claimed responsibility, but the region faces long-standing militant and separatist violence. * Repair efforts are underway, with no official timeline for full restoration yet. * Attacks on infrastructure are common in Balochistan due to ongoing insurgency and resource disputes.
218. https://www.sanjuandailystar.com/post/this-is-what-happens-when-the-gas-runs-out - * Countries across Asia are bracing for a complete cutoff of Middle Eastern LNG due to conflicts in the Strait of Hormuz and strikes on Qatar’s LNG facilities. * Roughly 28 million tons of LNG supply has been knocked from the market this year, affecting global supply growth forecast for 2026. * The disruption threatens Asia’s industrial output and energy security, with some nations switching to coal and oil power. * Governments like South Korea, Japan, and India are planning to increase domestic coal and nuclear power to fill the LNG gap. * The crisis undermines the reliability of LNG as a 'bridge fuel' and may accelerate the shift towards renewables and nuclear power in the region.
219. https://en.apa.az/energy-and-industry/eu-gas-consumption-falls-44-in-february-498940 - * European Union's natural gas consumption decreased by 4.4% year-on-year in February, reaching 37 billion cubic metres. * Decline attributed mainly to lower heating demand due to milder weather conditions. * The report was published by the Gas Exporting Countries Forum (GECF). * US natural gas consumption decreased by 4% year-on-year to 87 billion cubic metres. * Azerbaijani gas has been transported to Europe via the Trans Adriatic Pipeline since December 2020.
220. https://en.yenisafak.com/world/gazprom-warns-eu-gas-storage-at-critically-low-levels-3716517 - * Gazprom reports EU gas storage levels at 28 percent, with significant declines compared to previous years. * Storage in Germany, France, and the Netherlands is only 17.4 percent full; Dutch facilities at 5.3 percent, record low. * Gazprom CEO warns storage may not reach 70 percent before next withdrawal season, increasing risk of supply disruptions. * Colder weather increased demand, further depleting inventories amid volatile global markets. * Türkiye's diversified energy strategy and regional transit role contrast Europe's storage shortages.
221. https://25h.app/2026/03/31/%D8%A7%D9%84%D8%AD%D8%B1%D8%A8-%D8%AA%D8%B3%D8%B1%D8%B9-%D8%A7%D9%84%D8%A7%D8%AA%D8%AC%D8%A7%D9%87-%D9%84%D9%84%D8%A7%D8%B3%D8%AA%D8%AB%D9%85%D8%A7%D8%B1-%D9%81%D9%8A-%D8%A7%D9%84%D8%B7%D8%A7%D9%82/ - * The ongoing Iranian conflict has impacted gas supplies in the region, prompting increased investment in renewable energy. * European and Asian countries are revising energy strategies, exploring alternatives such as coal, solar, and nuclear power. * Some countries are shifting investments towards renewable energy, while others face challenges securing gas supplies. * The conflict increases risks associated with reliance on traditional energy sources and may lead to higher prices. * The need to diversify energy sources and enhance energy independence is emphasised to improve resilience.
222. https://www.skynewsarabia.com/business/1861553-%D8%A7%D9%84%D8%AD%D8%B1%D8%A8-%D8%AA%D8%B3%D8%B1%D8%B9-%D8%A7%D9%84%D8%A7%D8%AA%D8%AC%D8%A7%D9%87-%D9%84%D9%84%D8%A7%D8%B3%D8%AA%D8%AB%D9%85%D8%A7%D8%B1-%D8%A7%D9%84%D8%B7%D8%A7%D9%82%D8%A9-%D8%A7%D9%84%D9%85%D8%AA%D8%AC%D8%AF%D8%AF%D8%A9 - * الدول الأوروبية والآسيوية تعيد تقييم سياساتها الطاقوية بسبب الأزمة المتصاعدة مع إيران والنقص في إمدادات الغاز. * تغطي نحو خمس النفط العالمي والغاز الطبيعي عبر مضيق هرمز، وأوقف إنتاج قطر للغاز الطبيعي المسال، مما أثر على مصانع في الهند وكوريا الجنوبية وتايوان. * تشير التقارير إلى أن الاضطرابات قد ترفع أسعار الغاز، مع استفادة الولايات المتحدة من ذلك، لكن الاعتماد العالمي على الغاز يواجه تحديات من النزاعات الجيوسياسية. * يتوقع أن تركز الدول على إعادة التوازن في مصادر الطاقة بدل الاستبدال الكامل، مع زيادة استخدام الفحم والطاقة النووية وتوسيع الطاقات المتجددة، لضمان استقرار إمدادات الطاقة. * الأزمة قد تعزز الاستثمارات في مصادر أخرى للطاقة، وتساهم في الانتقال التدريجي للطاقة المتجددة، مع استمرار الاعتماد على الغاز في المرحلة القادمة.
223. https://www.sofx.com/trump-threatens-to-obliterate-irans-oil-and-water-infrastructure/?utm_source=rss&utm_medium=rss&utm_campaign=trump-threatens-to-obliterate-irans-oil-and-water-infrastructure - * President Donald Trump threatened to target Iran’s electric plants, oil wells, Kharg Island, and desalination facilities if Iran does not reopen the Strait of Hormuz. * The threat follows Iran’s effective closure of the strait, which carries about 20% of the world's oil supply. * Disruption has caused oil prices to surpass $100 per barrel. * The Pentagon is reportedly preparing for potential ground operations in Iran, including strikes on strategic sites and nuclear facilities. * The USS Tripoli arrived in U.S. Central Command waters with more than 3,500 troops.
224. https://www.lapresse.tn/2026/03/18/nous-sommes-a-la-phase-decisive-qui-redessinera-lordre-mondial-alerte-ridha-chkoundali/ - * The ongoing war in the Middle East, with focus on control of the Strait of Hormuz, is at a critical phase. * US and Iran confrontation involves potential military intervention and economic implications. * The conflict has evolved from a military operation to a global economic crisis affecting energy markets. * Two major scenarios: US regional dominance or Iran-China influence shift. * Market volatility has increased, with Brent crude oil prices rising significantly amid the conflict. * Regional economies, including Tunisia, face economic impacts from rising energy prices and market instability. * The conflict risks global escalation, affecting diplomatic alliances and energy supply security. * Calls for diplomatic de-escalation and economic contingency planning are made by analysts.
225. https://www.tz.de/politik/raketen-innerhalb-des-nato-luftraums-abgeschossen-was-sie-wissen-muessen-zr-94243066.html - * Turkey's defence systems intercepted a ballistic missile from Iran within Turkish airspace or on approach, as announced by the Turkish Ministry of Defence. * This was part of multiple incidents since early March where Iranian missiles were intercepted over Iraq, Syria, and Turkey. * The incidents occurred amid ongoing tensions related to the Iran-Krieg, with NATO illustrating its defensive stance. * Iran's responses to the incidents varied, with some denials and calls for joint investigations. * The Turkey-NATO response emphasises defence and deterrence, with diplomatic efforts to prevent escalation.
226. https://haitigazette.com/drone-attack-sparks-fire-on-kuwaiti-tanker-in-uae-amid-irans-gulf-attacks/ - * An Iranian drone attack on the Kuwaiti Al Salmi tanker in Dubai caused a fire and damage, with no injuries reported. * The incident occurred amid a series of attacks on merchant vessels in the Gulf and Strait of Hormuz since late February. * Saudi Arabia's air defences intercepted 10 drones and 8 ballistic missiles during a recent wave of attacks. * Iran's foreign minister stated the attacks target US forces, claiming operations do not target civilians. * Multiple Gulf states reported attacks or interceptions, including Saudi Arabia, Qatar, Kuwait, and Bahrain.
227. https://www.gazetaprawna.pl/wiadomosci/swiat/artykuly/11215985,orban-blokuje-miliardy-dla-ukrainy-jesli-nie-ma-ropy-nie-ma-pieniedz.html - ["* Hungarian Prime Minister Orbán stated, 'if there is no oil, there is no money', in a Facebook recording.", '* Orbán criticised the exclusion of the Friendship pipeline from negotiations during a delegation visit to Ukraine.', '* The Friendship pipeline, damaged in a Russian attack in late January, supplies Russian oil to Slovakia and Hungary.', '* The Hungarian government blocked €90 billion EU loan to Ukraine and the 20th package of sanctions on Russia.', '* European Council President Antonio Costa called on Orbán to approve EU loans to Ukraine and work with Ukraine to restore oil supplies via the Friendship pipeline.', "* Hungary's oil reserves are at the lowest level in a decade, prompting fuel rationing and price limits, affecting local consumers."]
228. https://www.indiatvnews.com/news/world/iran-war-live-updates-conflict-continues-in-west-asia-as-us-israel-continue-strikes-strait-of-hormuz-developments-donald-trump-peace-talks-1035694 - * Saudi Arabia's defence ministry reports the downing of 3 ballistic missiles. * The conflict involves Iran, the US, Israel, and Lebanon, heightening global crisis concerns. * US President Donald Trump warns Iran against nuclear weapons programme. * Clashes between Israel and Hezbollah in Lebanon intensify, with casualties among UN peacekeepers. * The situation impacts global oil prices and regional stability.
229. https://www.ilfattoquotidiano.it/mondo/live-post/2026/03/18/guerra-in-iran-israele-usa-news-oggi-18-marzo/8327941/ - * The conflict between Israel, US, and Iran involves attacks on Iran's gas and oil infrastructure, including South Pars and Asaluyeh. * Attacks on facilities in Saudi Arabia and Qatar occur in response to Iran’s retaliation, causing damage and rising fuel prices. * The US and Israel have increased targeting of Iranian military and energy assets, with an emphasis on South Pars. * Regional allies Qatar and UAE condemn the escalation; Iran threatens further retaliation, including targeting US-related facilities. * The escalation impacts global gas markets and raises concerns of wider conflict and disruption of Strait of Hormuz shipping.
230. https://www.philstar.com/headlines/2026/03/31/2518109/marcos-pursue-talks-iran-strait-hormuz-passage - * President Ferdinand Marcos Jr. asked Foreign Affairs Secretary Theresa Lazaro to open talks with Iran's ambassador about securing passage for Philippine vessels through the Strait of Hormuz. * The directive follows deals Iran has made with Malaysia and Thailand for vessel passage. * Iran's foreign minister has indicated that non-hostile vessels, including Japanese ships, could transit if coordinated with Iranian authorities. * The Philippines faces about 51 days of fuel supply, with uncertainties in securing future imports amidst global tensions. * The US has recently issued threats against Iran's energy infrastructure.
231. https://www.indiatoday.in/world/story/iran-approves-strait-of-hormuz-plan-bans-us-israeli-vessels-amid-2889421-2026-03-31?utm_source=rss - * Iran's Parliamentary Security Committee approved a management plan for the Strait of Hormuz, including tolls and bans on US and Israeli vessels. * The plan aims to reinforce Iran's sovereignty over the waterway and establish legal frameworks with Oman. * The decision follows Iran's partial closure of the strait after joint US-Israeli military actions, impacting global oil and gas markets. * The closure caused a global energy crisis, rising oil and gas prices, and LPG shortages in India. * The situation has since improved as vessels like Nanda Devi and Shivalik transited the strait again.
232. https://www.theguardian.com/business/live/2026/mar/18/oil-stock-markets-iraq-deal-exports-turkey-inflation-central-bankers-news-updates - * The war in the Middle East has increased volatility in global energy prices and financial markets, announced by the Bank of Canada. * Oil prices have sharply risen, with Brent crude surpassing $108 a barrel due to regional conflict and attacks on energy infrastructure. * Stock markets in London, Wall Street, and Canada declined amid heightened geopolitical tensions and increasing energy prices. * Gasoline and diesel prices in the UK climbed significantly, reflecting global energy disruptions. * Iran threatened retaliatory attacks on Gulf energy sites following attacks on its South Pars gas field by Israeli forces. * The US waived Jones Act restrictions temporarily to lower shipping costs amid energy supply concerns. * The conflict has led to supply threats, including potential targeting of energy assets and disruptions in oil transit routes. * Market panic was noted with surging oil prices, falling gold prices, and rising bond yields.
233. https://www.theyeshivaworld.com/news/israel-news/2531965/netanyahu-says-war-is-beyond-halfway-point-calls-for-pipeline-deal-to-neutralize-strait-of-hormuz.html - * Israeli Prime Minister Benjamin Netanyahu states the war with Iran is 'beyond the halfway point' in terms of mission success. * He outlines a long-term energy strategy involving rerouting pipelines westward to bypass Iran and the Strait of Hormuz. * The proposed pipeline network would route Gulf oil and gas to the Mediterranean, reducing Iran’s influence on global energy markets. * Netanyahu warns of Iran’s missile reach extending towards Europe and highlights the need for Western urgent action. * Emphasises the threat of Iran’s nuclear ambitions and missile capabilities, referencing recent strikes and regional impact.
234. https://elcomercio.pe/mundo/oriente-medio/la-china-cosco-consigue-que-dos-cargueros-crucen-el-estrecho-de-ormuz-segun-marinetraffic-ultimas-noticia/ - * Two Cosco Shipping vessels ('Indian Ocean' and 'Arctic Ocean') and a Panamanian-flagged ship ('Mac Hope') crossed the Strait of Hormuz on Monday, according to MarineTraffic. * The ships aimed to reach Port Klang, Malaysia, but were delayed by Iran and US-Israel conflicts. * This marks the first successful major cargo ship transit since hostilities increased. * Cosco had planned to send ships to the Middle East in mid-March but faced delays due to regional conflicts. * The crossing could signal a change in maritime conditions affecting global energy supply routes.
235. https://www.bloomberg.com/news/articles/2026-03-18/iran-s-attacks-on-israel-arab-states-continue-as-trump-says-us-to-end-war-soon - * Iran claimed the US and Israel struck its South Pars gas field in the Persian Gulf.
236. https://www.kathimerini.gr/economy/international/564151855/e-e-ektakti-synodos-ton-ypoyrgon-energeias-dilimmata-agkathia-kai-ti-zita-i-komision/ - * The European Union energy ministers hold emergency virtual meeting for the first time in three years, due to heightened supply security concerns caused by conflicts in Iran and the Strait of Hormuz. * The European Commission's Energy Commissioner, Dan Jørgensen, urges member states to prepare for prolonged supply disruptions and avoid policies that could worsen the crisis. * He warns that subsidies and cross-border restrictions could increase demand and inflate prices during an already limited supply period. * Measures such as energy saving, increasing renewable biofuels, and reducing travel are recommended to manage demand. * The EU depends on imports for 60% of its energy needs, with rising fuel costs exerting pressure on governments to support households and businesses.
237. https://lenta.ru/news/2026/03/31/potok/ - * Ankara reports receiving threats and attack messages from Moscow regarding the 'Turkish Stream' and 'Blue Stream' pipelines. * Turkish government states coordination is ongoing, with regular monitoring of these messages. * The energy infrastructure is considered strategically significant, and any risks raise concerns. * Russian President Vladimir Putin previously claimed Ukraine plans to sabotage these pipelines. * The article discusses geopolitical tensions affecting the pipeline security.
238. https://www.straitstimes.com/asia/east-asia/japan-to-coordinate-on-energy-with-indonesia-as-iran-war-disrupts-supplies - * Japan and Indonesia agreed to increase coordination on energy security amid disruptions caused by the Iran war. * The meeting in Tokyo took place on March 31, with Japan's Prime Minister Sanae Takaichi and Indonesia’s President Prabowo Subianto. * Indonesia is a major liquefied natural gas exporter, with about a quarter of its shipments destined for Japan. * Japan plans to increase coal-fired power use and utilise oil stockpiles due to Middle East conflicts. * Indonesia invited Japan to participate in its economy, including critical minerals and nuclear energy.
239. https://www.aljazeera.com/news/2026/3/18/trump-delays-meeting-with-chinas-xi-jinping-as-war-on-iran-rages?traffic_source=rss - * US President Donald Trump delays planned visit to China, now expected in late April, due to ongoing war on Iran. * The war against Iran has extended into its third week, with the Strait of Hormuz remaining closed. * Trump requests China's assistance to reopen the Strait, a crucial global trade route. * US-China trade tensions and negotiations remain ongoing, with aims to reach a comprehensive trade agreement. * Experts suggest the delay relates to China's refusal to participate in a naval coalition to reopen the Strait.
240. https://www.myjoyonline.com/i-pray-against-geopolitics-npa-boss-warns-of-crude-price-shocks/ - * The CEO of Ghana's National Petroleum Authority (NPA), Godwin Edudzi Tamakloe, warns geopolitical tensions threaten fuel price stability in Ghana. * He cites global conflicts such as US-Israel war and issues in Venezuela as impacting crude oil prices. * He notes Ghana's dependence on imported petroleum products, with 60% sourced externally. * Fuel pricing in Ghana is influenced by forex and FOB (Free On Board) crude prices. * Geopolitical developments pose risks to Ghana's energy security and market prices.
241. https://lenta.ru/news/2026/03/31/potok/ - * Анкара фиксирует сообщения из Москвы об атаках и угрозах газопроводам 'Турецкий поток' и 'Голубой поток'. * Координация ведется на регулярной основе между Турцией и РФ. * Энергетическая инфраструктура считается стратегически важной, и любые риски вызывают обеспокоенность. * Президент России Владимир Путин заявил, что Киев планирует подорвать газопроводы 'Турецкий поток' и 'Голубой поток'.
242. https://vocal.media/chapters/world-war-3-current-affairs-2026 - * The US‑Iran conflict, involving military strikes and diplomatic tensions, risks spiralling into a broader war. * The Strait of Hormuz and regional supply routes are key flashpoints, with threats to global energy supplies. * Middle Eastern, European, and Asian conflicts are interconnected, raising the risk of a 'Hybrid World War'. * Major powers like Russia, China, and Pakistan are monitoring or engaging, influencing regional dynamics. * Economic disruptions, including oil market volatility and supply chain instability, could have global consequences. * Diplomatic efforts are ongoing but fragile, with the potential for escalation if negotiations fail.
243. https://theconcepttrading.com/market-snapshot-3march-31st-2026/ - * Oil surged above $115 Brent and $102 U.S. crude amid Iran-related conflict and energy security concerns. * Geopolitical tensions intensified with Iran, impacting oil supply and regional stability; US–Iran relations noted. * Global bond yields rose, UK 10Y gilt hit highest since 2008; Europe’s Bund, France’s OAT, Italy’s BTP yields increased. * Equities declined broadly: US, Europe, and Asia markets fell; oil prices supported energy stocks, Europe most vulnerable. * The US dollar strengthened, gold and metals fell, risk assets remained subdued amid geopolitical and inflation uncertainties.
244. https://www.express.co.uk/news/uk/2183453/household-energy-bills-soar-250 - * Disrupted gas supplies have left European storage reserves badly depleted. * Energy costs could remain elevated for years, influenced by the Iran conflict. * LCP Delta forecasts a 40% rise in wholesale electricity prices this year, with a sustained increase through 2026. * Gas prices are projected to be 70% above pre-war projections for 2023. * Bills could be £250 higher annually from July, with calls for government intervention.
245. https://www.zawya.com/en/economy/gcc/fitch-signals-downgrade-risk-for-qatar-over-post-iran-war-security-concerns-gngyrmww - * Fitch placed Qatar's sovereign rating on Rating Watch 'Negative' due to security uncertainty following Iran war. * An attack damaged QatarEnergy's Ras Laffan LNG complex, causing 17% of Qatar’s LNG capacity to be wiped out for up to five years. * The attack was part of a broader disruption caused by the Iran war, impacting global energy supplies. * Qatar declared force majeure on LNG output; attack increased risk of further targeting. * Fitch forecasts partial LNG and oil price rises, but revenue losses will only be partly offset in 2026.
246. https://cairnsnews.org/2026/03/31/environmentalists-love-fuel-crisis-and-will-fight-queensland-oil-production-plans/ - * The Queensland government plans to fast track oil and gas exploration in the Taroom Trough to address high fuel prices and boost domestic energy supplies. * Lock the Gate and Queensland Conservation Council oppose the project, citing environmental concerns and infrastructure impacts. * Minister Dale Last emphasises the potential to revitalize local energy industry and reduce energy prices. * Experts highlight systemic risks from global fuel shortages, including impacts on food production and fertilizers, with India cited as an example. * The article discusses the environmental debate, economic benefits, and geopolitical risks of gas and oil supply disruptions.
247. https://www.ksta.de/politik/eskalation-am-golf-iran-greift-tanker-an-usa-drohen-mit-seestrassen-oeffnung-1255475 - * Der Iran setzt Angriffe auf Nachbarländer am Golf fort, inklusive Einschlägen mit ballistischen Raketen und Drohnen auf Saudi-Arabien, Kuwait, Bahrain und die Vereinigten Arabischen Emirate. * Ein kuwaitischer Öltanker wurde vor Dubai getroffen, Feuer wurde gelöscht, Verletzte gab es nicht. * US-Außenminister Rubio äußerte optimistische Aussichten auf die Freigabe der Wasserstraße von Hormus und drohte Iran mit Konsequenzen. * Iran fordert den Abzug US-Truppen, Angriffe auf Koalitionen in der Region werden gemeldet. * Ukraine bietet Golfstaaten Unterstützung bei der Drohnenabwehr an, Vereinbarungen mit mehreren Staaten bestehen. * US-Spezialeinheiten sind in der Region eingetroffen, inklusive Navy Seals, was zusätzliche militärische Optionen ermöglicht. * Präsident Trump droht mit militärischer Öffnung der Wasserstraße, Inseln und hochangereichertem Uran, während diplomatische Lösungen vorgeschoben werden.
248. https://www.india.com/news/world/donald-trump-united-states-iran-israel-white-house-strait-of-hormuz-scott-bessent-benjamin-netanyahu-us-secretary-of-state-marco-rubio-mojtaba-khamenei-8362255/ - * US Treasury Secretary Scott Bessent stated the US aims to regain control over the Strait of Hormuz, citing plans for escorts or a multinational arrangement. * Iran has targeted the waterway following attacks by the US and Israel, causing a reduction in ship movement. * The Strait is a critical maritime route, through which nearly 20% of the world's oil passes. * US Secretary of State Marco Rubio affirmed that Iran will not permanently control the Strait and outlined US objectives to prevent this. * Iran's threats include introducing tolls and control measures, which the US opposes.
249. https://www.sondakika.com/guncel/haber-iran-hurmuz-bogazi-nda-gecis-ucreti-uygulamasini-o-19701182/ - * Iran's Parliament's National Security Commission approves bill affecting Hormuz Strait, including sanctions and transit regulations. * The regulation proposes Iran's national currency for transit fees, bans passage for US and Israel, and restricts countries supporting sanctions. * The bill aims to strengthen Iran's control over the Strait, expand military powers, and enhance security and environmental regulations. * The legislation awaits passage by the Iranian Parliament and approval by the Guardian Council and President. * The potential implementation could impact global energy markets, international trade, and regional security, increasing risks of conflict and economic instability.
250. https://economictimes.indiatimes.com/news/international/world-news/iran-parliament-panel-approves-plan-to-impose-tolls-on-strait-of-hormuz-amid-west-asia-conflict/videoshow/129915623.cms - * Iran's Parliament Security Committee approved the Strait of Hormuz Management Plan. * The plan includes measures to impose tolls on vessels passing through the waterway. * The approval was reported by Iranian state media (IRIB). * The plan covers security arrangements, ship safety, environmental protection, financial arrangements, and a rial-based toll system. * The measure is part of Iran's response amid ongoing West Asia conflict.
251. https://www.ndtv.com/world-news/iran-war-latest-news-18-india-flagged-ships-carrying-crude-oil-lpg-stranded-in-hormuz-amid-war-11288921#publisher=newsstand - * At least 10 foreign-flagged ships and 18 Indian-flagged vessels carrying energy supplies are stranded in the Persian Gulf and Hormuz Strait due to the West Asia conflict. * The conflict, involving Iran, has restricted access through the Strait of Hormuz, a vital route for global energy supplies. * Eight Indian-flagged vessels have crossed the strait safely; two LPG carriers, BW TYR and BW ELM, carried about 94,000 tonnes of LPG. * The Indian government prioritises the safe passage of Indian vessels and is monitoring the situation closely. * Iran has allowed some non-hostile vessels to transit after coordination with authorities, amid increased insurance premiums and heightened risks.
252. https://www.france24.com/en/middle-east/20260331-middle-east-war-live-iran-defiant-as-trump-makes-new-threat-against-its-oil-hub-strait-of-hormuz-usa - * Clashes between Israel and Hezbollah resulting in military casualties in southern Lebanon. * US President Trump threatens to destroy Iran's oil infrastructure while considering negotiations. * Power outages and explosions reported in Tehran amid threats and missile activity. * Iranian attack on Kuwaiti oil tanker in Dubai, with fires and material damage. * Gulf countries privately support extended US military operations against Iran. * US and Iran engage in covert negotiations amid threats and military moves. * Iran's parliament approves tolls on Strait of Hormuz transit, escalating regional conflict. * International response includes UN peacekeeping casualties and emergency meetings. * Israeli military investigates UN peacekeeper deaths; incidents linked to Hezbollah. * NATO intercepts Iranian missiles fired towards Turkey; no hits reported.
253. https://www.hedgeco.net/news/03/2026/blackrock-cuts-equity-risk-amid-energy-supply-shock-a-strategic-pivot-signals-rising-macro-tensions.html - * BlackRock reduces risk exposure to U.S. equities due to a prolonged energy supply shock driven by geopolitical tensions in the Middle East. * The firm signals a move from growth optimism to a more defensive approach focusing on resilience and income. * Rising energy prices and geopolitical instability are increasing inflation and market volatility. * BlackRock highlights a return to geopolitics as a key market driver, impacting sectors differently. * Emphasises increased interest in high-quality assets and alternative income strategies for risk management.
254. https://scroll.in/latest/1091773/top-updates-trump-threatens-to-obliterate-irans-kharg-island-if-hormuz-is-not-reopened?utm_source=rss&utm_medium=public - * Donald Trump states US military could target Iran’s electricity plants, oil wells, Kharg Island, and desalinisation plants if Strait of Hormuz is not reopened. * Iranian parliamentary commission approves plans to impose tolls on vessels passing through the Strait of Hormuz, including US and Israeli vessels. * Fire onboard Kuwaiti oil tanker contained after drone attack; potential oil spill risk. * Iran discusses cooperation with Oman and the implementation of toll systems; prohibits certain countries from passing through. * Oil prices surge from $78 to $114 per barrel since the conflict began. * US gasoline prices rise past $4 per gallon amid supply disruptions. * US and Israel launched an attack on Iran on February 28; Iran retaliates by attacking US and Israeli targets; Strait of Hormuz effectively blocked.
255. https://wkzo.com/2026/03/30/giant-oil-tanker-off-dubai-hit-by-iranian-strike-trump-threatens-to-obliterate-iran-energy-oil-plants/ - ['* Iran attacked and set ablaze a Kuwaiti-flagged oil tanker off Dubai on Monday, causing a spike in oil prices.', '* President Donald Trump warned Iran’s energy infrastructure would be obliterated if the Strait of Hormuz is not reopened.', '* The conflict involves attacks and military movements in the Gulf, with increased US troop deployment and regional tensions.', "* Iran received US peace proposals via intermediaries, but rejected them as 'unrealistic'.", "* Trump threatened to destroy Iran's oil and energy facilities if the Strait of Hormuz remains closed."]
256. https://ria.ru/20260331/potok-2083921116.html - * Ankara registers reports from Moscow of attacks and threats against the TurkStream pipeline. * Coordination and information exchange occur regularly between Turkey and Russia. * Russian officials express concern over threats to gas infrastructure, deemed of strategic importance. * Russian President Vladimir Putin warned of potential sabotage on the pipelines during a FSB meeting in February.
257. https://investinglive.com/commodities/reports-of-unknown-projectile-hitting-a-tanker-in-persian-gulf-near-hormuz-caused-fire-20260330/ - * UKMTO reports a tanker struck by an unknown projectile near Dubai, approximately 31 nautical miles northwest of Dubai, with a fire onboard. * All crew members are safe and accounted for, with no casualties reported. * The incident is part of ongoing maritime security risks linked to Iran conflict in the Gulf region. * The attack underscores vulnerabilities in shipping near the Strait of Hormuz, a critical energy chokepoint. * The nature of the projectile and perpetrators remain unclear, but incidents are linked to Iran-backed groups or escalation dynamics tied to the wider conflict. * The event raises concerns over potential disruptions to energy supply and global oil prices.
258. https://www.aol.com/iran-demand-end-war-could-151258697.html - * Iran has proposed a new demand to formalise control over the Strait of Hormuz, seeking to impose tolls on shipping. * The move aims to generate billions of dollars in revenue and leverage geopolitical influence. * Iran’s lawmakers are considering a bill to charge tolls for passage through the waterway. * Iran's strategic use of the strait has disrupted global oil and LNG shipments, causing market turmoil. * US and international responses emphasise the illegality of tolling and call for safe, free navigation.
259. https://filipinotimes.net/latest-news/2026/03/31/iran-moves-to-charge-vessels-passing-through-strait-of-hormuz/ - * Iranian parliamentary commission approves a proposal to impose tolls on ships transiting the Strait of Hormuz. * The plan involves financial arrangements, toll systems, and coordination with Oman. * Vessels linked to the US and Israel, or from sanctioned countries, would be barred from transiting. * The Strait handles about one-fifth of global crude oil and LNG shipments, impacting energy supplies. * Traffic has decreased by around 95% since the Middle East conflict outbreak, raising pressure on energy markets.
260. https://www.livemint.com/news/world/us-israel-iran-war-live-updates-donald-trump-strait-of-hormuz-oil-price-dubai-tanker-hit-middle-east-conflict-news-11774917664891.html - * The war between US-Israel and Iran has lasted over a month, disrupting global energy markets. * US President Donald Trump signals intentions to take Iran's oil, with considerations of military deployment. * Oil prices have increased over 50%, with Brent crude reaching $116 and WTI at $102.88. * Iran has opened the Strait of Hormuz to some nations but threats and disruptions continue. * Middle East regional chaos persists with missile and drone attacks, including an attack on a Dubai oil tanker.
261. https://www.livemint.com/news/world/iran-warns-high-time-for-saudi-arabia-to-eject-us-forces-just-look-at-what-we-did-to-their-aerial-command-11774923141876.html - * Iran's Foreign Minister Abbas Araghchi called on Saudi Arabia to evict US forces from its territory. * An Iranian missile attack destroyed a US-operated E-3 Sentry aircraft at Prince Sultan Air Base in Saudi Arabia. * A maritime fire on a tanker caused by a drone attack was extinguished in Dubai. * Brent crude futures rose over 2% following escalating Middle East tensions. * US President Donald Trump threatened to strike Iranian energy facilities if Strait of Hormuz remained closed. * Regional leaders from Saudi Arabia, the UAE, Kuwait, Bahrain, and Jordan discussed regional tensions and avoiding escalation in Jeddah.
262. https://ria.ru/20260331/potok-2083921116.html - * Turkish government reports messages from Moscow about attacks and threats to the Turkish Stream pipeline. * Regular exchanges and coordination occur between Turkey and Russia regarding these threats. * Russia raises concerns about increasing threats to "Turkish" and "Blue" streams infrastructure. * Turkish side monitors messages from Moscow about attacks and threats. * Russian President Vladimir Putin warned of a potential sabotage of the pipelines in February.
263. https://www.thefp.com/p/the-battle-of-hormuz-approaches - - Donald Trump discusses negotiations and potential military escalation concerning Iran over the Strait of Hormuz. - Tensions are rising amid threats and strategic considerations by the US and Iran. - The situation may impact global markets due to potential traffic restrictions through the Strait. - The article highlights the risks of Iran retaining nuclear capabilities and control of the Strait. - US political and military timelines are influenced by these tensions and negotiations.
264. https://www.dawn.com/news/1986988/gas-supply-to-quetta-other-parts-of-balochistan-suspended - * An 18-inch diameter main gas pipeline was blown up by unknown people in Akhtarabad, Quetta, on March 31st, 2026.
265. https://simplywall.st/stocks/gb/energy/lse-shel/shell-shares/news/shell-talks-with-uk-government-put-lng-risks-and-portfolio-c/amp - * Senior Shell executives meet UK government to address risks to global energy trade routes, particularly the Strait of Hormuz. * Disruption to LNG production in Qatar and damage assessments at Pearl GTL impact Shell’s supply chain. * Shell's operational focus includes contingency planning, supply diversification, and risk management amid geopolitical tensions. * Shell's portfolio reshaping involves LNG and upstream exposure, with ongoing renewables business divestment. * Future updates to watch include Qatar LNG shutdown duration, damage assessments, LNG contract changes, and renewable portfolio sale timing.
266. https://www.zerohedge.com/energy/gulf-lng-crisis-set-make-coal-great-again - * The global energy crisis, linked to the US-Iran conflict and disruptions at LNG export hubs, is causing Asian countries to increase coal-fired power generation. * Japan, India, and Bangladesh are already boosting coal capacity; European nations may follow due to gas supply disruptions. * High energy prices are prompting reliance on coal for electricity and industrial needs, as explained by the International Energy Agency. * Gas-to-coal switching is evident in Europe’s price zones, with Asia expected to be the largest switcher due to existing coal fleets and reliance on Middle Eastern energy. * Energy experts warn this crisis could cause a long-term shift in energy strategies, increasing coal's role and disrupting gas markets.
267. https://energynow.com/2026/03/us-natural-gas-falls-on-warmer-outlook-growing-storage-surplus/ - * US natural gas futures declined due to forecasts of warmer weather in the eastern US and increasing storage levels. * US gas storage was 14 billion cubic feet above seasonal norm as of March 19 and expected to reach a 155 billion cubic feet surplus by April 16. * The October-January spread widened since the Middle East war outbreak, influenced by high production and geopolitical risk. * Futures for May delivery decreased by 13.8 cents, settling at $2.887/mmbtu. * Weather forecasts indicate above-average temperatures between March 30-April 3 and April 9-13.
268. https://www.claimsjournal.com/news/national/2026/03/30/336582.htm - * A weeks-long outage at Chevron’s Wheatstone LNG plant in Australia affects 2.4% of global LNG trade.
269. https://www.claimsjournal.com/news/national/2026/03/30/336582.htm - *A major Australian LNG export plant, Chevron's Wheatstone, is experiencing a weeks-long outage due to storm damage.* *The outage affects 2.4% of global LNG trade, mainly shipped to Japan and Thailand.* *Other Australian LNG facilities, including Woodside's North West Shelf and Gorgon, are operational or resuming normal operations.* *The outage adds to global supply constraints caused by the Qatar plant shutdown and regional geopolitical issues.*
270. https://tass.com/economy/2109081 - ['* Golden Pass LNG, a joint venture of QatarEnergy and ExxonMobil, begins LNG production at Sabine Pass terminal in Texas', '* LNG production started on the first processing line, marking completion of construction and commissioning', '* The start of production facilitates LNG cargo shipments and stabilisation of liquefaction operations', '* LNG exports are expected to begin in Q2 2026']
271. https://www.jpost.com/international/article-891706 - * A natural gas pipeline was blown up in southern Pakistan on Monday, suspending supply to several districts. * The attack occurred on the outskirts of Quetta city in Balochistan province. * No claim of responsibility has been made. * The 18-inch-diameter pipeline supplies gas to Quetta and at least five districts. * Regional separatist insurgents and Islamist militants operate in the area, with conflicts linked to resource disputes.
272. https://www.haberler.com/ekonomi/ab-dogal-gaz-depolarinda-kritik-dusus-19700507-haberi/ - * Gazprom announces continued withdrawal of natural gas from European storage facilities. * Several EU countries' storages are at critically low levels, with some as low as 17.4% full. * Gazprom's Aleksey Miller warns that Europe's gas reserves may not reach 70% before the next season. * Putin orders completely stopping gas supplies to Europe; EU plans to cut imports from Russia entirely. * Russia shifts LNG supplies to other markets including India, Thailand, the Philippines, and China.
273. https://www.brecorder.com/news/40413879/gas-supply-disrupted-in-parts-of-balochistan-after-pipeline-sabotage-ssgc - ['* Gas supply to multiple areas of Balochistan, including Quetta, Mastung, Kalat, Pishin, Kuchlak, and Ziarat, disrupted due to a pipeline rupture caused by sabotage.', '* An 18-inch diameter pipeline was damaged in a blast at Akhtarabad Western Bypass in Quetta, carried out by unidentified individuals.', '* Security agencies, including Bomb Disposal Squad, cleared the site of explosives, with repair work scheduled to begin from March 31.', '* The company aims to restore gas supply promptly and is informing consumers of updates.']
274. https://ekonomi.haber7.com/ekonomi/haber/3616044-dunya-devi-duyurdu-bolgede-buyuk-kriz-dogal-gazda-kritik-gelisme - * Gazprom'un Başkanı Miller, Avrupa'nın bazı bölgelerinde soğuk havanın devam ettiğine dikkat çekti. * AB depolarındaki gaz seviyelerinin düşük olduğu ve sezon başlangıcında yüzde 70'e ulaşmayabileceği tahmin edildi. * Avusturya, Belçika, Bulgaristan, Macaristan, İtalya, Hollanda, Polonya, Romanya, Slovakya, Hırvatistan, Çekya ve İsveç'te depolardan gaz tüketimleri sürüyor. * Almanya, Fransa ve Hollanda'nın depoları ortalama yalnızca yüzde 17,4 oranında dolu.
275. https://www.lngindustry.com/liquid-natural-gas/30032026/qatarenergy-extends-force-majeure-until-mid-june-2026/ - * QatarEnergy notified Edison of force majeure affecting LNG supplies from April to mid-June 2026 due to hostilities in the Strait of Hormuz. * The force majeure affects 10 LNG cargoes, with deliveries scheduled for March 2026 proceeding normally. * Approximately 1.6 billion m3 of natural gas was delivered in early 2026 before the interruption. * Edison anticipates no impact on end customers due to mitigation actions. * QatarEnergy has a long-term contract with Edison for LNG supply to Italy, starting in 2009 and lasting 25 years.
276. https://oilprice.com/Latest-Energy-News/World-News/India-Leans-on-Coal-and-Renewables-as-War-Throttles-Gas-Supply.html - * India accelerates wind farm and battery storage commissioning amid natural gas supply disruptions due to Middle East conflict. * Gas supply to industry was cut following Qatar's force majeure on LNG deliveries caused by missile attacks, damaging QatarEnergy's facilities. * India leans on coal and renewables for power generation; coal provides over half of electricity during summer. * Power Minister ordered coal plants to run at full capacity from April 1 to meet peak demand of 270 GW, surpassing previous records. * Gas's role in power flexibility is limited; coal expected to compensate for lower gas-fired generation to avoid blackouts.
277. https://adamfoxie.blogspot.com/2026/03/asia-highly-dependable-on-lng-for.html - * Asian countries face imminent cutoff of Middle Eastern liquefied natural gas (L.N.G.) due to political disruptions in the Middle East, notably in Qatar and the Strait of Hormuz. * Asian LNG imports, which account for about 90% of Middle Eastern exports, are expected to experience supply gaps until at least 2028. * Countries are switching to coal and oil to compensate, risking increased carbon emissions. * Governments are considering measures such as boosting coal and nuclear power, and implementing energy rationing. * The disruption undermines confidence in L.N.G. as a reliable energy source and could shift future energy strategies.
278. https://indianexpress.com/article/business/strait-of-hormuz-india-lpg-oil-tankers-stranded-persian-gulf-10609885/ - * There are at least 10 foreign-flagged energy tankers stranded in the Persian Gulf with oil and gas cargoes meant for India, amid the closure of the Strait of Hormuz. * Currently, 18 India-flagged vessels are anchored west of the strait, with half being energy tankers for India. * Some India-flagged LPG, crude oil, and LNG vessels have managed to cross the strait; six LPG tankers have reached India. * The closure impacts India's energy imports: 40% of crude, over 50% of LNG, and 90% of LPG transited the strait. * Iran has permitted some vessels from India and others to transit the strait under negotiated safe passages, while some routes are irregular. * Iran maintains the strait remains operational for non-hostile vessels that follow safety regulations. * Total Indian seafarers on stranded ships number 485, with ongoing diplomatic efforts to ensure safe passage.
279. https://oilprice.com/Latest-Energy-News/World-News/India-Leans-on-Coal-and-Renewables-as-War-Throttles-Gas-Supply.html - * India accelerates commissioning of wind farms and battery storage systems due to reduced natural gas supply caused by the Middle East conflict.* Qatar's LNG deliveries are halted after attacks on Ras Laffan, with damages potentially taking up to five years to repair.* India is increasing coal-fired power generation, which supplies more than half of the country's power, to meet rising demand.* The government has ordered coal plants to run at full capacity for three months starting April.* Peak summer demand in India is projected at 270 GW, surpassing previous records, with coal supporting peak demand alongside renewables.* India aims to prevent blackouts as gas supply remains constrained.* The power system is prepared to meet increased summer demand amid volatile LNG prices.
280. https://www.ekathimerini.com/politics/foreign-policy/1299603/ukraine-seeks-more-lng-and-diesel-from-greece-state-run-naftogaz-says/ - * Ukraine aims to boost gas reserves for next winter, focusing on LNG supplies via Greek terminals and the Vertical Corridor pipeline system. * Ukraine currently receives US LNG through Greece but with limited share of total imports. * Greece, Bulgaria, Romania, and Hungary developed infrastructure for the Vertical Gas Corridor, allowing bidirectional gas transmission. * Ukrainian officials discussed increasing gas supply volumes and diesel fuel supplies during a meeting with Greek officials. * Ukraine has increased diesel fuel imports after domestic refining was damaged, with no expected fuel shortage in April. * Gas traders, including Naftogaz, plan to import at least 75 million cubic meters of gas from Greece's Revithoussa LNG terminal in March, delivered at reduced rates.
281. https://www.upstreamonline.com/energy-security/russia-hits-ukraine-gas-fields-in-response-to-baltic-oil-terminal-fires/2-1-1967869?zephr_sso_ott=RtNb9S - * Russia has intensified attacks on Ukraine’s gas fields in Poltava and Sumy regions since 25 March, causing significant damage and halting production.* * Ukraine reports at least one employee killed in the attacks.* * Ukraine's recent strikes have targeted Russian oil export terminals Primorsk and Ust-Luga on the Baltic Sea, accounting for about 40% of Russian seaborne oil shipments.* * Fires at these terminals are ongoing, with fires visible from Finland, where Ukrainian drones were also detected.* * Gas and oil supply disruptions include halted loadings, warnings of force majeure, and threats from Hungary to halt pipeline transit.*
282. https://www.bairdmaritime.com/shipping/tankers/gas/major-australian-lng-plants-still-disrupted-by-cyclone - * Ex-Tropical Cyclone Narelle disrupted production at two Australian LNG plants on Saturday.
283. https://www.staradvertiser.com/2026/03/17/breaking-news/iran-rejects-de-escalation-as-israel-claims-top-official-killed/ - * Israel announced it had killed Iran’s security chief, Ali Larijani, in a strike during the third week of the war. * Iran’s senior official, Mojtaba Khamenei, stated that proposals for reducing tensions or ceasefire had been rejected. * Iran’s resistance persists, with Iranian missile strikes on oil facilities in the UAE contributing to rising global oil prices. * Israel targeted Iranian infrastructure and Hezbollah sites amid ongoing conflict in the region. * The Strait of Hormuz remains largely closed, affecting global oil and LNG flows, as US and allies refuse to assist in reopening.
284. https://www.raptureready.com/2026/03/30/30-mar-2026/ - * The war in the Middle East will have economic effects through the end of the decade, with damage to energy infrastructure and crop losses extending into 2027. * The conflict escalates as Israel strikes over 250 targets in Iran and Lebanon; Israeli military expansion in Lebanon is announced. * Iranian missile attacks damage US and Israeli targets; injuries occur among US troops at a Saudi airbase. * Political and military actions in the US and Florida are aimed at countering terrorism and opposing Sharia law in schools. * The conflict's geopolitical developments threaten energy security and regional stability, influencing global markets.
285. https://www.skynewsarabia.com/world/1861331-%D8%AA%D8%B1%D8%A7%D9%85%D8%A8-%D8%B9%D9%8A%D9%86%D9%87-%D8%AC%D8%B2%D9%8A%D8%B1%D8%A9-%D8%AE%D8%B1%D8%AC-%D9%88%D9%8A%D8%AA%D8%AD%D8%AF%D8%AB-%D8%AE%D9%8A%D8%A7%D8%B1%D8%A7%D8%AA-%D8%B9%D8%AF%D8%A9 - * Trump states his preferred option is to control Iranian oil. * Reports suggest US troops may be sent to seize Qeshm Island, a key fuel hub in the Gulf. * Qeshm Island’s strategic importance to Iran is highlighted. * The island is located 26 km from Iran’s coast, near the Strait of Hormuz. * Most Iranian oil exports pass through Qeshm, which exports primarily to China. * China’s oil imports from Iran reached 11.6% since the start of the year. * Iran is the third-largest OPEC producer, contributing 4.5% to global oil supplies.
286. https://wartakota.tribunnews.com/news/885776/ingin-lewati-selat-hormuz-iran-tagih-rp33milyar-tiap-kapal - - Iran sedang menyiapkan regulasi baru untuk mengenakan biaya terhadap kapal yang melintas di Selat Hormuz. - Kebijakan tersebut diklaim sebagai bentuk kompensasi atas jaminan keamanan yang diberikan Iran di wilayah tersebut. - Sekitar 2000 kapal terpaksa tertahan di kawasan akibat blokade Iran di Selat Hormuz. - Situasi ini mempengaruhi distribusi energi global dan rantai pasok internasional. - Langkah ini menuai perhatian karena dianggap sebagai tekanan geopolitik dan memperuncing konflik di kawasan Timur Tengah.
287. https://www.whalesbook.com/news/English/energy/Iran-Conflict-Sparks-LNG-Crisis-Driving-Global-Push-for-Energy-Security/69ca30262850f02827f64915 - * The conflict in Iran has disrupted global natural gas markets, impacting Qatar's LNG exports and causing price swings. * The event is the second major supply shock after Russia's invasion of Ukraine and challenges long-term LNG strategies. * U.S. LNG exporter Cheniere Energy benefits from demand volatility but faces risks due to market instability. * Repeated disruptions undermine trust in LNG, prompting nations to diversify energy sources, including renewables and domestic coal, nuclear, and fossil fuels. * Iran conflict accelerates a global shift towards energy security and self-sufficiency, potentially slowing LNG demand growth. * Investment in LNG projects faces increased risks due to price volatility and reliance on supply recovery from Qatar. * The energy crisis is driving a move towards a more diversified and resilient energy future, reducing dependence on imported natural gas.
288. https://www.seanews.com.tr/article/ukraine-did-not-claim-responsibility-for-the-altura-attack-mncu9nk2 - * Ukraine has not claimed responsibility for the attack on Altura but has increased attacks on Russian oil infrastructure, impacting 40% of Russia's export capacity. * Attacks have targeted ports and pipelines in the Black Sea and Baltic, with ongoing damage assessment and terminal closures. * Ukraine claims damage to a section of the Druzhba pipeline passing through Ukraine; the pipeline remains closed nearly two months. * Russia, China, Hungary, Slovakia, India, and Turkey are involved in energy supply routes affected by the attacks. * The incident occurs amidst international debates over sanctions relief for Russia, with critics warning of increased resource availability for further attacks.
289. https://agadir24.info/%D9%86%D8%B0%D8%B1-%D8%AD%D8%B1%D8%A8-%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D8%AA%D9%84%D9%88%D8%AD-%D8%A8%D8%A7%D9%84%D8%A3%D9%81%D9%82-%D8%BA%D8%A7%D8%B1%D8%A7%D8%AA-%D8%AA%D8%B7%D8%A7%D9%84-%D9%82.html - * Iranian authorities report series of airstrikes targeting key economic and strategic sites in Iran, including petrochemical units and Tehran's Mehrabad Airport. * Israel raises alert after drone attacks from Yemen and ongoing military activities by Hezbollah in southern Lebanon. * US President Donald Trump suggests the possibility of taking control of Iran's Hark island to weaken its oil capacity. * The escalation involves military, political, and regional tensions, indicating a potential increase in Middle East conflicts.
290. https://www.trend.az/business/4169206.html - * Iran is drafting legislation to establish a paid transit system for vessels passing through the Strait of Hormuz. * The proposed framework aims to regulate vessel passage, maritime security, and services. * If adopted, the legislation would introduce transit fees and control mechanisms. * The Strait of Hormuz is a strategic waterway critical for global trade and energy transportation. * The ongoing regional conflict, involving Iran, the US, and Israel, has heightened security threats and affected energy infrastructure.
291. https://mirrorsfortheprince.com/how-to-end-the-war-with-iran/?utm_source=rss&utm_medium=rss&utm_campaign=how-to-end-the-war-with-iran - * On February 28th, US and Israel launched an attack on Iran amid diplomatic negotiations. * Iran responded with missile and drone strikes targeting Israel and US military in Arab countries. * The conflict has damaged energy infrastructure, depleted military assets, and closed the Straits of Hormuz. * Iran’s defence strategy involves decentralised commands; the US’s central target—the Straits—is compromised. * Regional energy prices rose significantly, and Iran’s resistance continues amidst geopolitical tension and potential nuclear risks.
292. https://www.digitaltoday.co.kr/en/view/43965/iran-parliament-speaker-says-trump-comments-cannot-be-trusted-taco-trade-no-longer-works - * Iranian parliament speaker Mohammad Bagher Ghalibaf urged investors to interpret President Trump’s policy announcements as profit-taking signals rather than simple policy indicators. * His remarks influence the 'TACO' trade strategy, which involves buying during market dips expecting Trump to retreat from tough policies. * Market conditions have changed due to increased tensions with Iran, delaying de-escalation signals and heightening geopolitical risk. * Broader economic indicators, such as US GDP forecasts and Treasury yields, reflect growing market tension. * Energy markets show increased instability with Brent crude rising and concerns over the Strait of Hormuz blockade. * Ghalibaf’s comments raise concerns about military risks for financial institutions holding US Treasuries. * Experts suggest that traditional trading strategies may be less effective in the current geopolitical climate.
293. https://www.middleeasteye.net/live-blog/live-blog-update/trump-us-will-shut-down-attempt-charge-hormuz-passage-toll-minutes - * President Donald Trump said the US could shut down any Iranian attempt to charge tolls for ships passing through the Strait of Hormuz in minutes. * Trump indicated the US could close the passage 'so fast, your head would spin'. * He said he would need to confirm Iran's intentions but suggested decisive US action. * Trump mentioned active regional responses from Saudi Arabia, Qatar, the UAE, and Bahrain, describing coordination as 'very strong'.
294. https://www.nation.com.pk/30-Mar-2026/us-readies-ground-assault-iran-war-escalates - * The US is preparing for potential weeks-long ground operations inside Iran, moving from airstrikes to possible troop deployment. * The Pentagon is weighing high-intensity land incursions targeting strategic sites like Kharg Island and near the Strait of Hormuz. * Two additional aircraft carriers and around 3,500 Marines have been deployed to the region amid rising tensions. * Iran warns of retaliation; Israel conducts strikes in Tehran, and Iranian missile barrages threaten regional stability. * Diplomatic talks are ongoing in regional countries, but a ceasefire remains elusive, with risks of wider conflict and disruptions to global energy supplies.
295. https://anytvnews.com/world/west-asia-war-trump-netanyahu-ruckus-or-mere-bluff/ - * The West Asia war has reached its fourth week, with conflicting statements from US and Israeli leadership regarding Iran's gas reserves attacks. * US President Donald Trump claimed ignorance of the Israeli attack on Iran’s South Pars gas reserves, distancing himself publicly. * Israeli Prime Minister Benjamin Netanyahu stated that Israel acted alone and that Trump had asked them not to attack energy infrastructure. * Contradictory reports from US officials indicated Trump was informed and approved the attack, increasing speculation of strategic deception. * The conflict has destabilised global energy markets, and precipitated shifts in geopolitical alliances, benefiting Russia and complicating European energy policies.
296. https://scroll.in/latest/1091745/top-updates-indian-killed-in-iranian-attack-in-kuwait-trump-says-us-could-seize-kharg-island?utm_source=rss&utm_medium=public - • An Indian citizen was killed in an Iranian missile attack on Kuwait, part of ongoing West Asia conflict. • US President Donald Trump expressed intentions to seize Kharg Island and end Iran's energy exports. • Trump claimed a regime change had occurred in Iran with the killing of senior officials. • The US military reported destroying targets in Iran, amid escalating regional tensions. • Crude oil prices surged to $115 per barrel due to the conflict. • Major Asian stock indices declined following the outbreak of hostilities. • Iran blocked the Strait of Hormuz, escalating a global energy crisis.
297. https://mqworld.com/iran-wars-gas-supply-shock-pushes-top-consumers-back-to-coal/ - * Iran's conflict in the Persian Gulf has disrupted natural gas markets, impacting global energy supply. * Countries in Europe and Asia are turning to coal as an alternative due to gas supply issues, with some expanding coal use. * Japan, South Korea, India, and European nations are increasing coal reliance amid high gas prices. * Global coal demand, previously expected to decline, may increase temporarily due to energy supply shocks, delaying long-term transition to cleaner energy. * The International Energy Agency and market analysts note a potential prolongation of coal's role in power generation.
298. https://www.fool.com/investing/2026/03/29/why-exxon-mobil-transocean-slb-oil-stocks-are-up/ - * Oil and gas stocks, including ExxonMobil, Transocean, and SLB, rose this week amid rising energy prices. * Escalating tensions in the Middle East, including Iran's move to close the Strait of Hormuz, threatened supply routes. * The Strait of Hormuz accounts for approximately 20% of global oil and LNG shipments. * Conflicts in the region caused oil and gas prices to increase sharply since late February. * The US considers negotiations and potential ground operations against Iran, risking further escalation.
299. https://tribune.net.ph/2026/03/30/petron-buys-248m-barrels-of-russian-crude-to-avert-supply-crunch - - Petron bought 2.48 million barrels of Russian crude oil as an emergency measure due to supply disruptions. - The procurement followed geopolitical events affecting supply routes, including Strait of Hormuz closures. - The company warned failure to secure crude could lead to nationwide fuel shortages and economic disruption. - Petron engaged with Philippine government agencies, confirming legal clarity on imports. - It may consider re-purchasing Russian crude if the crisis continues and alternatives remain unavailable.
300. https://streamlinefeed.co.ke/news/trump-calls-for-seizure-of-irans-oil-hub-as-markets-collapse - * Escalation of conflict in Middle East with Yemen rebels entering war against Israel and coalition forces, risking disruption of energy supply routes. * Former US President Donald Trump suggested seizing Iran’s oil infrastructure, specifically Kharg Island. * Kharg Island handles approximately 90% of Iran’s crude oil exports and is a strategic infrastructure with heavy fortifications. * Risks include closure of the Strait of Hormuz, passing 20-30% of global oil, leading to potential energy crisis. * Global markets, including Asian equities and US indices, declined sharply as fears of supply shocks increased. * Kenya, as an oil importer, faces potential fuel price hikes, inflation, and disrupted maritime logistics affecting exports.
301. https://cyprusshippingnews.com/2026/03/30/lng-shock-from-supply-disruption-to-system-strain/ - * Iranian attacks damaged Qatari LNG infrastructure, removing 17% of Qatar's export capacity and reducing global LNG supply. * Repair timelines are estimated at three to five years; LNG exports continue at reduced capacity. * Vessel activity confirms flow constraints through the Strait of Hormuz, with crossings nearly halted. * Disruption occurs during Europe's storage refill season, heightening supply security concerns. * Asian policies shift towards coal-fired generation with a 87% reduction in LNG flows in March. * Geopolitical tensions and transit issues are impacting LNG supply chains and prices.
302. https://www.indexbox.io/blog/chevrons-wheatstone-gas-plant-faces-weeks-long-outage-after-cyclone/ - * Damage from a tropical cyclone in Australia causes a weeks-long outage at Chevron's Wheatstone gas plant, impacting LNG supply. * The disruption occurs amid existing pressures on the global LNG market due to conflicts in the Middle East. * Chevron halted operations at the Gorgon plant and Wheatstone platform, with some facilities resuming full capacity. * Infrastructure connected to Woodside Energy's North West Shelf export plant also affected; ship loading at Pluto LNG reopens. * Gorgon, Wheatstone, and North West Shelf together account for nearly half of Australia's LNG exports, influencing global trade.
303. https://cyprusshippingnews.com/2026/03/30/lng-shock-from-supply-disruption-to-system-strain/ - * Iranian attacks damaged LNG processing units at Ras Laffan, Qatar, reducing export capacity by approximately 17%.
304. https://www.indexbox.io/blog/chevrons-wheatstone-gas-plant-faces-weeks-long-outage-after-cyclone/ - * Damage from a tropical cyclone caused a weeks-long outage at Chevron's Wheatstone gas plant in Australia, impeding restart efforts. * The disruption affects the worldwide liquefied natural gas market, which was already under pressure from conflicts in the Middle East. * The storm damaged equipment impacting restart activities; other facilities like Chevron's Gorgon plant experienced temporary halts. * Infrastructure connected to Woodside Energy Group and its North West Shelf export plant was also affected, with some facilities resuming production. * Gorgon, Wheatstone, and North West Shelf accounted for nearly half of Australia's LNG exports last month, influencing global trade.
305. https://cyprusshippingnews.com/2026/03/30/lng-shock-from-supply-disruption-to-system-strain/ - * Iranian attacks on Qatari energy infrastructure have removed approximately 17% of Qatar’s LNG export capacity, with repair timelines estimated at three to five years. * European gas prices increased following supply disruptions, with tightness expected through 2027. * Vessel activity indicates a collapse in LNG transit through the Strait of Hormuz, with flows nearly zero. * Europe faces a storage refill season disrupted by physical LNG supply constraints, impacting winter preparedness. * Asian policy responses include increased coal-fired generation and reduced LNG dependency amid tightening supply. * March LNG flows in Asia declined nearly 87% both month-on-month and year-on-year, reflecting shifting demand due to supply disruptions.
306. https://www.france24.com/en/live-news/20260330-g7-ministers-set-to-tackle-financial-fallout-of-mideast-war - • The G7 meeting, involving energy, finance, and central bank officials, will discuss the economic fallout from the Middle East war. • The conflict has caused oil and gas prices to rise sharply, affecting global supply chains. • The US and Israel's strikes on Iran have led to disruptions in crude exports and shipping routes. • G7 nations emphasise the importance of free passage through the Strait of Hormuz and are coordinating responses. • Governments are implementing measures to mitigate energy supply issues amid geopolitical tensions.
307. https://cyprusshippingnews.com/2026/03/30/lng-shock-from-supply-disruption-to-system-strain/ - * Iranian attacks on Qatari energy infrastructure remove 17% of Qatar's LNG capacity, equating to about 3% of global LNG supply, with repair timelines of three to five years. * European gas prices reacted sharply, with TTF contracts rising and indicating tightness through 2027. * U.S.–Iran geopolitical tensions include an ultimatum by Donald Trump, delays, and uncertain negotiations, affecting market stability. * Vessel activity in the Arabian Gulf shows congestion, with LNG vessel crossings through the Strait of Hormuz nearly collapsing. * Transit through the Strait has become selective, with some vessels passing under negotiated conditions, constraining supply to Europe and Asia. * Europe faces a critical storage refill period amid reduced supply movement, shifting market focus from price competition to securing actual deliveries. * Asian countries respond with increased coal-fired generation, reduced LNG reliance, and policy adjustments due to tightening LNG availability, with flows dropping 87% in March.', "accuracy": "high accuracy, low bias and no paid content
308. https://investinglive.com/commodities/trump-says-negotiations-with-iran-going-extremely-well-might-get-a-deal-soon-or-not-20260330/ - * Donald Trump states US-Iran talks are "doing extremely well" and a deal could be reached soon. * He mentions Iran has allowed 20 oil tankers through the Strait of Hormuz. * Trump notes uncertainty remains, and a deal is not guaranteed. * Talks are ongoing through both direct and indirect channels. * The developments come amid geopolitical risks and market monitoring of energy flows.
309. https://www.ndtv.com/world-news/iran-war-news-favourite-thing-is-to-take-oil-in-iran-trump-hints-at-seizing-kharg-island-11284006 - * Trump suggests the US could take control of Kharg Island, Iran's main oil export hub, amid ongoing conflict. * The US has sent troops to Iran and warns of potential ground conflict to seize Kharg Island. * Experts warn that seizing Kharg could worsen regional security and disrupt shipping. * Trump claims Iran has increased oil shipments through the Strait of Hormuz, authorised by Ghalibaf. * He also claims Iran is undergoing regime change following strikes on senior officials.
310. https://www.ndtvprofit.com/markets/global-stock-market-news-march-30-check-nikkei-kospi-hang-seng-euro-stoxx-nasdaq-dow-oil-prices-11284033 - * Stocks in Japan and South Korea fell more than 3% as tensions in the Middle East increased due to Iran-backed Houthi forces entering the conflict. * Crude oil prices rose by 2.7%, trading above $115 a barrel, with year-to-date gains of around 90%. * US military presence in the Middle East increased, raising fears of prolonged conflict and impacting global markets. * Equities globally saw declines, with US futures retreating about 0.5% and European contracts tumbling 1.4%. * Investors expressed concern that elevated energy costs could slow global economic growth, prompting re-evaluation of monetary policies.
311. https://www.business-standard.com/markets/news/stocks-slide-in-asia-brent-crude-heads-for-record-rise-amid-iran-war-126033000048_1.html - • Stock futures declined in Asia amid increased geopolitical tensions over Iran and the Gulf conflict. • Oil prices surged due to the shutdown of the Strait of Hormuz, with Brent crude rising 2.4% to $115.33, up 59% for the month. • The conflict involves Iran, US military escalation, and attacks by Yemen's Houthis; prices for energy and commodities are rising. • US and global markets are preparing for economic impacts, with expectations of higher interest rate tightening and market volatility. • The US dollar strengthened, and US Treasury yields increased amidst global energy supply concerns.
312. https://www.business-standard.com/world-news/trump-suggests-us-could-sieze-iran-s-kharg-island-amid-rising-tensions-126033000077_1.html - • Donald Trump raised the possibility of US forces seizing Iran's Kharg Island, its main oil terminal, in an interview with The Financial Times. • Trump indicated that the US might take Kharg Island and commented on Iranian defences. • The US has previously launched airstrikes targeting military positions on the island. • Trump mentioned Iran's passage of oil tankers through the Strait of Hormuz, authorised by Iran's parliament speaker Qalibaf. • The article discusses rising US-Iran tensions and geopolitical signalling in the Persian Gulf.
313. https://www.business-standard.com/world-news/iranian-strikes-spread-as-us-troop-buildup-spurs-escalation-concern-126033000098_1.html - * Missile strikes occurred across West Asia over the weekend, involving Iran and its proxies. * The US military increased its presence, with an amphibious assault group arriving. * Iran parties rejected US offers for talks and insisted on war reparations. * US considers military action, including seizing Iran’s oil exports and uranium. * Oil markets reacted, with prices surging above $116 a barrel amid disruptions. * Iran’s heavy water plant sustained damage; Iran’s Supreme Leader made rare public remarks. * Tensions in the Strait of Hormuz, with Saudi rerouting oil through alternative pipelines. * Attacks on US forces in Saudi Arabia; Israeli military operations in Lebanon and Tel Aviv. * US and Israeli strikes targeted Iranian vessels and missile sites; French authorities investigated linked terrorism threats.
314. https://www.thetraveler.org/tehran-blackouts-jolt-travelers-as-war-targets-energy-grid/ - * Rolling power outages in Tehran follow attacks on energy facilities, impacting urban services and transportation. * Power disruptions have affected traffic signals, metro services, and payment systems in Tehran, adding civilian hardship. * Attacks targeting Iran’s oil, gas, and electricity infrastructure have intensified, affecting regional energy supplies. * Flight routes over Iran have been rerouted, leading to longer, more costly international flights and airport disruptions. * Overland travel, pilgrimage, and regional tourism through Iran face delays and operational challenges due to blackouts. * Global energy market uncertainty has increased, raising fuel costs and impacting travel expenses worldwide. * Authorities and travel advisories warn of further strikes and infrastructure damage, contributing to ongoing travel disruption.
315. http://lebanoniznogood.blogspot.com/2026/03/when-incompetent-decadence-meets-war.html - * Iranian missile attacks damaged Qatar's Ras Laffan LNG infrastructure, causing about $20bn in losses and delaying gas expansion plans. * Qatar’s LNG exports and economy are under threat, with potential GDP impact of up to 14% if conflict continues. * Qatar's financial resilience includes a $580bn sovereign wealth fund, which may be used for economic stabilisation. * Britain’s economic interests in Qatar include over £40bn to £100bn in property and investments, which could be impacted if Qatar sells assets. * The crisis could affect Qatar’s defence procurement and regional geopolitical relations, with reliance on US military support and diversification efforts.
316. https://indonesiakini.id/2026/03/29/cyclone-narelle-disrupts-wa-gas-ports/ - * Severe Tropical Cyclone Narelle affected Western Australia's Pilbara region, impacting major gas projects operated by Santos, Chevron, and Woodside. * Four of Australia's largest gas operations experienced outages, with some facilities still offline. * Port operations at Dampier and other ports, including Ashburton, Cape Preston West, and Varanus Island, suspended cargo activities. * The cyclone caused damage to infrastructure, with a return to normal operations uncertain. * The disruptions are occurring amidst global energy insecurity due to conflicts in the Middle East and potential LNG shortages.
317. https://www.koreatimes.co.kr/world/20260329/chevron-says-repairs-to-wheatstone-gas-facility-to-take-weeks?utm_source=rss - * Chevron's Wheatstone LNG plant in Western Australia will take several weeks to fully repair after cyclone Narelle caused damage. * Disruption from the cyclone, combined with Middle East conflicts, affected global LNG supply, with estimates exceeding 30 million metric tons per year. * The Wheatstone project produces 8.9 million tonnes annually, with part reserved for domestic use. * Chevron's Gorgon LNG facility and domestic plant continued full operation. * Australia's LNG export activities are impacted amid broader supply disruptions including Qatar and Iran's activities.
318. https://watchers.news/2026/03/29/severe-tropical-cyclone-narelle-severely-damages-exmouth-airport-and-disrupts-lng-operations-in-western-australia/ - * Severe Tropical Cyclone Narelle landfalled in Western Australia on March 27, 2026, impacting Exmouth and nearby regions. * The cyclone caused extensive damage to Exmouth airport, infrastructure, and essential services. * Major LNG production facilities, including Chevron’s Wheatstone and Woodside’s Karratha gas plant, experienced disruptions. * Offshore Wheatstone platform outage led to suspension of LNG and domestic gas production. * Restoration efforts were ongoing as of March 29, with impacts on supply and infrastructure.
319. https://www.koreatimes.co.kr/world/20260329/chevron-says-repairs-to-wheatstone-gas-facility-to-take-weeks?utm_source=rss - * Chevron's Wheatstone liquefied natural gas facility in Western Australia is unable to resume full production immediately due to cyclone damage.
320. https://www.activistpost.com/iran-qatar-and-trumps-new-gas-order-was-europes-gas-the-hidden-target/ - * The article describes how recent disruptions to Qatar’s LNG export capacity and Strait of Hormuz tensions have exposed Europe's dependence on natural gas, particularly from Qatar and U.S. LNG.
321. https://www.activistpost.com/iran-qatar-and-trumps-new-gas-order-was-europes-gas-the-hidden-target/ - * Iran's strikes on Qatar's Ras Laffan complex temporarily removed 17% of Qatar's LNG export capacity, causing market disruptions. * The destruction coincided with U.S. warnings to Europe to accept U.S. LNG as a reliable supply, linking energy security with political leverage. * European dependency on U.S. LNG increased as Gulf disruptions threatened supply, highlighting vulnerabilities. * U.S. and Israel's strategic efforts aimed to create a new LNG supply architecture aligned with security policies, bolstered by specific treaties and military-political support. * U.S. LNG export capacity is planned to triple by 2029, with projects prioritised for European markets, facilitated by favourable government policies and industry alliances.
322. https://www.arkansasonline.com/news/2026/mar/29/houthi-rebels-backed-by-iran-enter-conflict/ - * Houthi rebels, supported by Iran, launched missiles targeting Israeli military sites in south Israel. * The conflict threatens global oil and natural gas supplies, disrupting regional trade routes. * Iran's naval facilities and missile launches against Israel are recent escalation points. * Regional powers, including Saudi Arabia, Turkey, Egypt, Pakistan, and Iran, are engaged in diplomatic discussions. * The war has resulted in casualties across multiple countries, including Yemen, Lebanon, Iraq, and Israel.
323. https://www.livemint.com/news/world/iran-accuses-us-of-secretly-plotting-ground-attack-while-engaging-in-negotiations-to-end-the-war-11774781036345.html - • Iran's parliament speaker, Ghalibaf, claims the US is secretly planning a ground attack while engaging in diplomacy. • Ghalibaf states Iran is in a 'most critical stage of war' and calls for national unity. • The US and Israel launched Operation Epic Fury, now into its second month, targeting Iran militarily. • Iran responds with attacks on oil infrastructure and a blockade of the Strait of Hormuz, impacting global energy markets. • Iranian officials warn of possible US and Israeli escalation and false-flag operations.
324. https://www.activistpost.com/iran-qatar-and-trumps-new-gas-order-was-europes-gas-the-hidden-target/ - * Iran's strikes at Ras Laffan in Qatar significantly reduced LNG export capacity, impacting global gas supply. * The destruction of Ras Laffan coincided with Gulf Strait disruptions and Europe's increased dependence on US LNG. * US plans, projections, and policies for expanding LNG exports and establishing Eastern Mediterranean gas routes predates conflict escalation. * European countries, particularly Italy and Germany, have secured long-term LNG contracts with US exporters, increasing dependence. * Analyses warn that Europe's move to US LNG could heighten dependency and economic vulnerability, amid geopolitical tensions. * The article details US support for East Med gas diplomacy, linking energy security with strategic military alliances. * The US, Israel, and European entities have formalised frameworks supporting East Med gas projects, integrated into broader security strategies. * US President Trump and fossil fuel interests have actively promoted US LNG exports, aligning with strategic geopolitical goals. * The article urges transparency and investigation into the politicisation and strategic planning surrounding LNG contracts and policies. * Europe’s energy policy has been shaped to enhance US and East Med influence, potentially at the expense of diversified supply options.
325. https://www.khaama.com/turkey-intelligence-chief-warns-israel-us-war-on-iran-risks-becoming-global-crisis/ - * Turkish intelligence chief Ibrahim Kalin warned that ongoing conflict involving Iran, Israel, and the US could become a wider international crisis. * The war has entered its second month, affecting regional stability and global markets. * Turkey advocates diplomacy and supports negotiations to prevent escalation. * Regional countries like Pakistan and China are pushing for talks between Washington and Tehran. * The conflict impacts trade routes and energy security, with potential wider global consequences.
326. https://www.khaama.com/iran-speaker-says-tehran-ready-for-any-us-ground-troop-entry/ - * Iran’s parliament speaker, Mohammad Bagher Ghalibaf, warns Iran is prepared for US ground troop entry. * US Pentagon reports contingency planning for possible military action in Iran, including special operations and infantry. * Iran claims US plans have failed and highlights broader instability in global energy markets caused by the conflict. * The US has reinforced regional military presence, including USS Tripoli and additional Marines. * Diplomatic efforts by Pakistan, Turkey, and Arab states aim to de-escalate, but regional tensions increase.
327. https://hotnews.ro/un-scenariu-de-care-suntem-foarte-aproape-oricat-ar-parea-de-nerealist-marele-pericol-acum-este-ca-si-aliatii-sua-sa-aiba-aceeasi-miopie-strategica-2205384 - * În martie 2026, Iran, prin gruparea Houthi, a atacat Israelul aproape de facilități nucleare în zona Beersheba, deschizând posibilitatea blocării strâmtorii Bad el-Mandeb. * Controlul strâmtorilor maritime, precum Ormuz, Bad el-Mandeb și Panama, devine critic în acest nou Război Rece, influențând comerțul global cu petrol și LNG. * SUA a trecut la acțiuni pentru controlul acestor choke points, excludând controlul China asupra Canalului Panama și intensificând prezenţa militară în regiune. * Iran, în coordonare cu Rusia şi China, încearcă să blocheze Ormuz pentru a perturba comerțul energetic mondial, beneficiind de rezerve strategice Iraniene și sprijinul celor două state. * Drumul Polar al Mătăsii devine o rută alternativă pentru comerţul mondial, pe măsură ce punctele de sufocare maritime sunt blocate sau controlate de Axa Răului, schimbând fundamental fluxurile comerciale globale.
328. https://www.thearabianstories.com/2026/03/29/us-boosts-middle-east-forces-as-regional-tensions-enter-critical-phase/ - * The US Central Command reported deployment of sailors and marines to the Middle East, led by the warship USS Tripoli, amid hostilities with Iran. * The Pentagon is considering potential weeks-long ground operations in Iran, with US officials yet to confirm troop deployment. * US President Donald Trump suggested the possibility of escalation, including actions against Iran's energy sector. * Iran’s officials warned of strong retaliation if US troops land on the ground. * Diplomatic efforts involve indirect communications and US-proposed 15-point plan, with Iran countering with its own conditions. * The conflict began on 28 February, causing casualties, killing Iranian leaders, and prompting retaliatory strikes by Iran, raising oil prices.
329. https://www.whalesbook.com/news/English/commodities/India-Accelerates-PNG-Gas-Infrastructure-Amid-Geopolitical-Energy-Risks/69c90a062850f02827f39e5e - * India is expanding its Piped Natural Gas (PNG) network and mandating a switch from LPG in areas with pipeline access to enhance energy security. * The government is fast-tracking infrastructure approvals and introducing policies to reduce import dependence, particularly on West Asian LNG and LPG. * Efforts include logistical developments for LNG shipments and diversifying sources for energy imports. * Reliance on West Asian LNG/ LPG poses risks; supply disruptions have already impacted industrial sectors. * India aims for natural gas to comprise 15% of the energy mix by 2030, with challenges including logistical hurdles and existing import reliance.
330. https://zn.ua/WORLD/vojna-ssha-s-iranom-tramp-okazalsja-pered-zhestkim-vyborom-reuters.html - * The article discusses the escalation of the U.S.-Iran conflict under President Trump, including military preparations and diplomatic efforts. * It was written following reports of possible ground operations and escalation threats, amid rising energy prices and regional unrest. * The article highlights the economic impact, domestic political concerns, and the uncertainty of diplomatic negotiations. * It mentions the potential for prolonged conflict, threats to global energy supply, and regional instability. * The article was published by Reuters, analysing U.S.-Iran geopolitical developments and energy security risks.
331. https://www.focus.de/politik/manche-laender-sind-bereit-sein-zu-zahlen-millionen-fuer-hormus-durchfahrt-irans-geschaeft-mit-der-verzweiflung_01cf09f3-23e8-480f-9829-41b6bec53dd8.html - * Iran soll bis zu zwei Millionen US-Dollar pro Schiff für die Passage durch die Straße von Hormus verlangen.* * Der Iran reagiert auf seine Blockade der Meerenge nach Angriffen der USA und Israels.* * Medien berichten, dass möglicherweise ein Schiff die Gebühr bereits gezahlt hat.* * Die internationale Gemeinschaft lehnt die Erhebung von Transitkosten ab.* * Iran plant, Gebühren im Rahmen eines Friedensplans mit den USA und Israel zu formalisieren.* * Einige Länder zahlen direkt an Iran, trotz US-Sanktionen.* * Der Iran erlaubt 'nicht-feindlichen' Schiffen den Durchgang.* * Die IMO bemüht sich um sichere Weiterfahrt und Schutz der Seeleute.* * Thailand vereinbart eine sichere Passage für Öltanker.* * US-Präsident Trump fordert europäische NATO-Staaten zu multinationalem Schutz auf.*
332. https://www.focus.de/politik/ausland/trump-haelt-sich-offen-5000-us-marines-und-6-kriegsschiffe-machen-druck-vor-kharg_c4acdf80-8b3c-4930-b092-3c074d238c8e.html - ['* The US sends two attack ships and around 5000 Marines towards Iran, focusing on the oil island Kharg.', '* The ships include USS Boxer, USS Portland, USS Comstock, USS Tripoli, USS San Diego, and USS New Orleans, with the Marines transported totaling about 5000.', '* The deployment aims to pressure Iran and potentially reopen the Strait of Hormuz; Trump discusses the strategic significance of this route.', "* Kharg is crucial for Iran's oil exports, accounting for about 90% of its exports, valued at approximately 40 billion euros annually in 2024.", "* The US monitor possibility of blocking or occupying Kharg to influence Iran's oil exports and regional shipping routes."]
333. https://www.indiatoday.in/world/story/pakistan-to-host-quadrilateral-foreign-ministers-meeting-to-de-escalate-iran-conflict-and-secure-energy-routes-2888648-2026-03-29?utm_source=rss - * Pakistan is hosting a quadrilateral meeting of Saudi Arabia, Egypt, and Turkiye's foreign ministers in Islamabad to discuss regional tensions and efforts to de-escalate the Iran conflict. * Egyptian and Turkish foreign ministers arrived in Islamabad; Saudi Foreign Minister expected to join. * Pakistan’s Foreign Minister and Deputy Prime Minister held discussions with Iranian officials, including an Iran passing agreement through the Strait of Hormuz. * Pakistan's diplomatic activity includes engaging with global leaders and offering itself as a negotiation venue amid regional and economic tensions. * The conflict's regional spillover and disruption to energy routes are key concerns influencing Pakistan’s diplomatic efforts.
334. https://www.24newshd.tv/29-Mar-2026/iran-parliament-speaker-says-us-plots-ground-attack-despite-diplomatic-efforts - * Iran's parliament speaker Mohammad Bagher Ghalibaf claims the US is planning a ground attack on Iran. * His statement follows US and Israel air strikes on Iran on February 28. * The conflict has affected shipping in the Strait of Hormuz, a crucial energy route. * Ghalibaf calls for Iranian unity and vows to punish the US and its allies. * The region is experiencing heightened tensions and ongoing conflict.
335. https://www.wionews.com/world/-our-men-are-waiting-for-arrival-of-american-soldiers-iran-accuses-us-of-plotting-ground-attack-despite-diplomacy-1774782531820/amp - * Iran claims the United States is secretly planning a ground attack despite diplomatic negotiations, as of March 29. * Reports, including The Washington Post, indicate the Pentagon has developed detailed plans for targeted ground operations in Iran. * The US Central Command (CENTCOM) confirms the arrival of USS Tripoli and thousands of Marines in the region. * Iran has effectively closed the Strait of Hormuz in retaliation for US-Israeli strikes, impacting global oil transit. * Iran's parliament speaker describes the conflict as a 'major global war' and calls for Iranian unity.
336. https://www.globaltrademag.com/u-s-launches-new-insurance-program-for-strait-of-hormuz-shipping/ - * U.S. Treasury Secretary Scott Bessent announced an upcoming insurance programme to secure shipping through the Strait of Hormuz. * The programme involves US International Development Finance Corporation providing insurance guarantees and naval escorts. * The initiative aims to ensure safe passage for oil tankers amid regional tensions involving Iran. * No ships have yet benefitted from the programme, which was announced over three weeks ago. * The Strait of Hormuz is a key chokepoint for global oil and gas flows, representing about a fifth of worldwide supplies.
337. https://www.whalesbook.com/news/English/commodities/India-Accelerates-PNG-Gas-Infrastructure-Amid-Geopolitical-Energy-Risks/69c90a062850f02827f39e5e - * India is expanding its Piped Natural Gas (PNG) network and mandating a switch from LPG in areas with pipeline access to reduce import dependence. * The government introduces an accelerated approval framework for City Gas Distribution (CGD) infrastructure and mandates switch from LPG within 90 days. * Reliance on imported Liquefied Natural Gas (LNG) from West Asia (59.5% in 2024) increases vulnerability to geopolitical disruptions, particularly at the Strait of Hormuz. * Efforts include logistical measures such as shipments passing through the Gulf region and efforts to diversify import routes. * The long-term goal is increasing natural gas to 15% of India's energy mix by 2030 and reducing exposure through diversification and infrastructure development.
338. https://www.sueddeutsche.de/wirtschaft/schiffe-iran-hormus-blockade-li.3459749?reduced=true - * Iran kontrolliert die Durchfahrt durch die Straße von Hormus, einen der wichtigsten Seewege der Welt. * Einige griechische Tanker des Reeders George Prokopiou passierten die Straße trotz Kontrolle, indem sie Ortungsgeräte abschalteten. * Die Schiffe wurden von Sicherheitskräften begleitet, Crew erhielt hohe Risikoprämien. * Die Schiffe gelangten meist in indische Häfen, Prokopiou lobte den Mut seiner Seefahrer. * Die Durchfahrt stellt eine bedeutende geopolitische Entwicklung dar.
339. https://egyptian-gazette.com/world/mediators-meet-in-pakistan-to-discuss-ending-iran-war/ - * Top diplomats from Egypt, Saudi Arabia, Turkey, Pakistan, and Iran gather in Islamabad to discuss the ongoing Middle East conflict. * The talks follow US and Israeli strikes on Iran and Iran’s missile and drone responses. * The war has resulted in over 3,000 deaths and threatened oil and gas supplies via the Strait of Hormuz. * The US and Israel do not participate in the talks, with the US increasing regional troop deployment. * Iran rejects US framework proposals, drafts its own five-point peace plan, and warns of escalation, including targeting universities. * The conflict involves regional powers, with international implications for energy security.
340. https://www.omanobserver.om/article/1186897/opinion/business/global-shock-waves-the-widening-impact-of-the-us-israel-iran-war - • The US, Israel and Iran conflict has caused disruptions in global energy supply and transportation routes. • The Strait of Hormuz has seen halted tanker traffic, affecting 20% of global oil and gas flows. • Oil prices have increased by 6–8%, with OPEC+ reducing supply by 3.66 million barrels per day. • Middle Eastern oil exports, mainly to Asia, are threatened, with Iran selling discounted barrels via indirect routes. • Asian countries, including India, Pakistan, and Bangladesh, face LPG shortages, impacting domestic and industrial sectors. • The conflict underscores Middle East's central role in energy security and global market stability.
341. https://www.cbsnews.com/news/diesel-prices-5-dollars-gallon-economic-impact/ - * US diesel prices rose above $5 a gallon for the first time since December 2022, reaching $5.04 according to AAA. * Prices increased due to disruptions in global oil supply caused by Iranian attacks and disruptions in the Strait of Hormuz. * The war in the Middle East has contributed to higher Brent crude prices and blocked oil shipping routes. * Rising diesel costs could impact transportation, construction, and farming industries, potentially leading to inflation. * Diesel has climbed faster than gasoline, partly due to pre-existing shortages and increased heating oil consumption.
342. https://thefrontierpost.com/oil-prices-climb-as-fresh-strikes-target-infrastructure/ - * Oil prices increased as Iran launched new attacks on crude-producing neighbours and a drone strike hit the Fujairah oil complex. * Oil contracts Brent North Sea and West Texas Intermediate rose around two percent. * Geopolitical conflicts in the Middle East, including attacks on Iraqi oil fields and Iran-US tensions, impact energy infrastructure. * Market responses to central bank decisions and inflation concerns influenced oil prices and equities. * Attacks and geopolitical developments threaten energy supply routes in the Gulf region.
343. https://www.ndtv.com/world-news/us-israel-iran-war-live-updates-pakistan-to-hold-regional-meeting-on-ending-iran-war-middle-east-conflict-saudi-arabia-turkey-egypt-strait-of-hormuz-11281097#publisher=newsstand - • Regional powers plan to meet in Pakistan to discuss ending the conflict in the Middle East. • About 2,500 US Marines arrived in the region amid ongoing hostilities. • Iran's influence over the Strait of Hormuz has impacted oil and natural gas markets. • War has caused disruptions in oil supplies, fertiliser shortages, and air travel. • Iranian-backed Houthi rebels entered the war, risking further shipping disruptions.
344. https://mediaindonesia.com/internasional/874298/lewat-selat-hormuz-bisa-kena-rp30-miliar-benarkah-ini-faktanya - * Tarif untuk melintasi Selat Hormuz disebut mencapai US$2 juta atau sekitar Rp30-34 miliar per kapal. * Tarif ini diduga dikenakan oleh Iran terhadap kapal, terutama tanker minyak dan kapal komersial besar. * Tarif di wilayah ini belum resmi dan masih bersifat wacana, serta belum diakui secara internasional. * Potensi penerapan tarif ini dapat menyebabkan kenaikan harga minyak, biaya logistik, dan berkontribusi terhadap inflasi global. * Isu ini menimbulkan kekhawatiran tentang stabilitas geopolitik dan ekonomi dunia, mengingat pentingnya Selat Hormuz sebagai jalur energi vital.
345. https://www.egyptindependent.com/how-risky-would-a-us-assault-on-irans-kharg-island-be-and-why-might-trump-consider-it/ - * US deployment of Marines and amphibious ships to the Middle East raises potential plans to seize Kharg Island, a key Iranian oil hub. * Experts and officials highlight logistical challenges and risks, including Iranian countermeasures and regional repercussions. * Iran has reinforced defenses on Kharg Island in anticipation of US actions, including troop movements and laying traps. * Previous US strikes on Kharg occurred earlier this month under Trump’s administration. * Regional countries, especially Gulf allies, express concern over escalation and high casualties.
346. https://www.prensalibre.com/opinion/columnasdiarias/iran-y-ormuz/ - * The article discusses the impact of the Iran conflict and the Strait of Hormuz on global markets. * It details recent military actions by Iran, the US, and Israel, associated threats, and diplomatic delays. * Highlights the strategic importance of the Strait of Hormuz, which handles a significant portion of global oil and gas trade. * Notes Iran's control over the Strait and the risks posed to international commerce and energy supplies. * Emphasises that the conflict's resolution depends on geopolitical and economic factors beyond military actions.
347. https://www.aftenposten.no/okonomi/e24/i/ExxLa5/europas-trues-av-ny-energiskvis - * The war in the Middle East has led to a sharp rise in gas prices in Europe, affecting Norwegian electricity prices. * European gas prices have more than doubled since the conflict began four weeks ago. * The conflict has resulted in limited gas exports from the Persian Gulf, especially from Qatar, and disruptions to LNG supplies. * European gas stocks are low, with an average of 28%, and Tyskland's stockpiles only 22% full, risking high prices next winter. * Europe's increased dependence on LNG, mainly from the US, faces competition from Asia, potentially reducing supplies and raising prices.
348. https://www.aftenposten.no/okonomi/e24/i/ExxLa5/europas-trues-av-ny-energiskvis - * Middle Eastern war has caused gas prices in Europe to more than double over four weeks. * The conflict has led to significant disruptions, including the shutdown of Qatar's LNG plant and the near-closure of Hormuz Strait. * European gas storages are at only 28%, risking higher prices next winter. * Europe's reliance on LNG imports from the US and competition with Asian countries has increased market pressure. * The crisis impacts Norwegian power prices, industry, and consumer expenses.
349. https://www.aftenposten.no/okonomi/e24/i/ExxLa5/europas-trues-av-ny-energiskvis - * Middle East conflict has led to increased gas prices in Europe and impact on Norwegian electricity prices. * Europe's gas prices have more than doubled since the start of the war, with LNG supplies from Qatar and other regions disrupted. * European gas storage levels are low, increasing risks for next winter, especially with weather uncertainties. * Europe's reliance on LNG from the US and competition with Asian markets are key factors shaping the market. * The crisis threatens European industry with higher costs and potential long-term damage.
350. https://slguardian.org/us-iran-tensions-explode-as-iranian-strikes-destroy-us-e-3-sentry/ - * An Iranian missile strike destroyed a U.S. Air Force E-3 Sentry aircraft at Prince Sultan Air Base in Saudi Arabia. * The Pentagon is preparing military options against Iran, including limited raids and targeting strategic locations. * U.S. military reinforcements, including aircraft carriers and Marine groups, are arriving in the region. * Iran has launched missile and drone attacks across the region, targeting U.S. and Israeli facilities. * Iran’s IRGC warns of decisive blows against military and economic infrastructure, with regional actor involvement including Yemen’s Houthis and threats against Israel.
351. https://www.usthadian.com/strait-of-hormuz-blockade-2026-and-global-energy-shock/ - * The Strait of Hormuz blockade in 2026 restricts maritime traffic, impacting over 20% of global oil trade. * Since March 2026, ship movement through the strait has declined by approximately 95%, affecting global oil availability. * Iran has implemented a selective passage policy, allowing only 'non-hostile' nations such as India, China, Pakistan, and Thailand. * India and China have secured passage, while Japan awaits clearance, indicating varied outcomes for different countries. * The blockade impacts global markets through rising fuel prices, insurance premiums, and energy supply instability. * The strait's geopolitical significance and vulnerability make it a major global energy chokepoint.
352. https://www.abc.net.au/news/2026-03-29/gate-of-tears-at-risk-of-becoming-second-major-oil-bottleneck/106508316 - * The Bab al-Mandeb Strait, a key global shipping route, faces potential disruption due to conflicts in Yemen. * Yemen's Iran-aligned Houthi militants launched missile attacks on Israel, raising risks to shipping in the area. * Iran has signalled it could impose a second chokehold on shipping if US escalates military actions. * Disruption could cause increased costs, delays, and a global oil shortfall, potentially returning energy consumption to pandemic levels. * Analysts warn that Iran and Houthis could target maritime traffic using drones and missiles, threatening energy security.
353. https://www.perthnow.com.au/news/conflict/iran-allows-20-pakistani-ships-through-strait-of-hormuz-c-22064120 - * Iran has agreed to permit an additional 20 Pakistani-flagged vessels to pass through the Strait of Hormuz. * Pakistan's Foreign Minister Ishaq Dar announced the decision, citing regional stability. * The ships are to cross the strait two daily, in the context of regional diplomatic efforts. * The announcement follows tensions linked to the US-Israeli war with Iran and upcoming diplomatic meetings in Islamabad. * Pakistan's role as mediator emphasises dialogue and diplomacy for regional peace.
354. https://vm.ru/news/1314239-mid-rf-soobshil-chto-specsluzhby-ssha-aktivizirovali-ohotu-za-rossiyanami-po-miru - * The Russian Foreign Ministry reports increased US intelligence activity targeting Russian citizens worldwide on 29 March. * The ministry warns of rising threats of detention and arrest requests from US authorities. * Russian Foreign Minister Sergei Lavrov previously stated the US aims for global dominance and seeks to displace Russia from European energy markets. * US interest in acquiring pipelines 'Nord Stream' and 'Nord Stream 2' is cited as part of broader geopolitical tensions. * Sanctions and attempts at hostile takeovers against Russian companies 'Lukoil' and 'Rosneft' are mentioned as part of US strategy.
355. https://www.ad-hoc-news.de/boerse/news/ueberblick/bp-s-strategic-pivot-amid-hormuz-disruption/69018129 - * BP reassesses worldwide supply networks after the Strait of Hormuz disruption caused by Iran conflict escalation. * In March, BP began gas production from Angola's Quiluma field, a first non-associated gas project in Angola, with plans to increase output by 2026. * BP's share price reached a 52-week high, trading at a 32% increase since the start of the year. * BP distributed a quarterly dividend of $0.4992 per share, with a yield of 4.24%. * The company focuses on diversifying shipping routes and reducing exposure to conflict zones due to geopolitical tensions impacting oil trade.
356. https://www.livemint.com/news/world/us-iran-war-live-updates-march-29-donald-trump-strait-of-hormuz-yemen-houthis-israel-middle-east-conflict-oil-price-news-11774743846091.html - • The US-Iran war has entered its second month with ongoing strikes and threats from both sides. • US extended an ultimatum to Iran until 6 April, with indirect messaging involved. • Iran has opened the Strait of Hormuz for certain nations, despite sanctions and US pressure. • Oil prices have surged over 50% since the conflict began, with analysts warning of potential prolonged high prices. • The conflict's unpopularity in the US may affect President Trump's midterm election prospects.
357. https://tass.com/world/2108439 - * Slovak Prime Minister Robert Fico has threatened to block new EU sanctions against Russia over the Druzhba pipeline. * The blockage is linked to Ukraine's alleged damage and refusal to allow inspections. * Fico criticised Ukraine's president and EU's inaction, citing economic and geopolitical concerns for Slovakia. * The pipeline issue is affecting gasoline prices in Slovakia amid broader regional tensions. * Fico stated Slovakia will pursue sovereign policies to defend national interests.
358. https://www.japantimes.co.jp/news/2026/03/29/world/houthis-iran-us-troops/ - * The Houthis launched missiles at Israel, marking their entry into the Iran conflict, causing regional chaos and energy market disruptions. * U.S. military personnel arrived in the region; Iran increased strikes, wounded American troops, and targeted Gulf Arab states. * The conflict involves attacks on Saudi Arabia, Bahrain, Kuwait, Oman, and Israel, with disruptions to strategic shipping routes. * Oil prices rose above $112 per barrel as conflict deepens, impacting global markets. * Over 4,500 people have died, including significant Iranian and Lebanese casualties, in ongoing hostilities. * The US, Iran, Israel, and regional actors are engaged in escalation, with ongoing diplomatic efforts to prevent wider conflict.
359. https://www.peoplenews.tw/articles/hot-news/23802 - * Yemen's Houthi movement announces direct military engagement, launching missile attacks on Israel. * The conflict involves Iran-supported Houthis, with threats to control of critical maritime choke points. * The Houthis control the Bab al-Mandab Strait and Yemeni coastlines, vital for global oil and gas shipments. * Escalation risks disrupting the Strait of Hormuz and Bab al-Mandab, threatening significant portions of global energy supplies. * Oil prices rise to three-year high amid fears of supply chain disruptions and physical damages to shipping infrastructure. * US military, including the USS LHA 7, deploys to the region; diplomatic efforts involve Pakistan, Saudi Arabia, Turkey, and Egypt. * Iran expresses skepticism about diplomatic mediation, increasing regional uncertainty.
360. https://boereport.com/2026/03/28/australia-lng-disruptions-continue-after-narelle-thousands-without-power/ - * Australia’s LNG production remains disrupted following the Narelle storm system, affecting Chevron and Woodside’s facilities. * Narelle caused outages at Woodside’s Karratha gas plant; production unaffected at Macedon and Pluto. * Chevron’s Gorgon and Wheatstone LNG facilities are working to restore production following outages. * Power remains out in Exmouth, Western Australia, with efforts underway to restore supply. * Narelle made landfall as a severe tropical cyclone in Queensland on March 20, impacting supply and power.
361. https://tass.com/world/2108439 - • Slovak Prime Minister Robert Fico threatens to block new EU sanctions against Russia over the Druzhba pipeline. • Ukraine is accused of damaging the pipeline and not allowing inspection. • Fico claims the blockage impacts gas and oil prices in Slovakia amid regional crises. • He criticises the EU for political motives and defends Slovakia’s sovereign policies. • The dispute influences Slovakia's stance on EU sanctions and regional energy security.
362. https://www.brecorder.com/news/40413633/us-natural-gas-futures-rise-on-cooler-weather-outlook-ahead-of-contract-expiry - * US natural gas futures rose over 2% to USD3.06 per MMBtu on Friday amid expectations of cooler weather boosting demand. * The front-month gas futures for April on the NYMEX increased 5.6 cents, reaching the highest since March 23. * The contract expires on Friday, with analysts highlighting near-term bullish trends. * Cooler weather outlook and potential disruptions in LNG supplies from Qatar support prices. * Qatar declared force majeure on all LNG output after attacks linked to the US-Israeli war with Iran, reducing export capacity. * Iranian attacks impacted Qatar’s LNG exports, causing an estimated USD20 billion annual revenue loss. * US gas demand projected at 109.9 bcfd for both this and next week. * US pulled 54 billion cubic feet of gas from stockpiles during the week ending March 20.
363. https://www.brecorder.com/news/40413633/us-natural-gas-futures-rise-on-cooler-weather-outlook-ahead-of-contract-expiry - * US natural gas futures increased over 2% on Friday, reaching USD3.06 per million British thermal units, the highest since March 23. * Futures for April delivery rose 5.6 cents, due to expectations of cooler weather boosting demand and contract expiry positioning. * The front-month contract for April expires on the Friday following the report. * Analysts cited weather forecasts and geopolitical disruptions affecting LNG supplies from Qatar as supporting factors. * Qatar declared force majeure on LNG output due to attacks linked to the US-Israeli war with Iran, impacting European and Asian supplies. * US LNG exports were affected by Iranian attacks on Qatar, reducing export capacity and increasing market support.
364. https://iraqidinarchat.net/outside-of-hormuz-iraq-loses-two-million-barrels-of-its-disrupted-export-capacity-via-overland-pipelines/ - * Iraq loses two million barrels per day of its land export capacity due to pipeline disruptions. * The Iraqi-Turkish pipeline and Kurdistan Region pipeline are out of service or limited. * Iraq relies on the Strait of Hormuz for 90% of its oil exports, exposing it to geopolitical risks. * Neighbouring countries like Saudi Arabia and UAE use alternative export routes bypassing Hormuz. * Iraq's dependence on Hormuz is highlighted as a strategic vulnerability and a significant risk to the country's economy.
365. https://indianexpress.com/article/explained/explained-global/houthis-iran-war-bab-el-mandeb-10606480/ - * Yemen’s Houthi group launched missile attacks on Israel in February 2023, amid regional tensions. * The Houthis disrupted Red Sea shipping in 2023, affecting oil and natural gas shipments, notably through the Bab el-Mandeb Strait. * Shipping disruptions caused by Houthis led to increased costs and rerouted vessels around the Cape of Good Hope. * The conflict risks prolonging disruptions at key maritime chokepoints, impacting global energy markets and trade, especially for India. * The US and UK conducted military campaigns against the Houthis in 2025, ending in ceasefire negotiations.
366. https://kalkinemedia.com/uk/news/market-updates/europe-gas-market-tightens-grip-amid-ftse-100-energy-sector-shifts - * Europe’s gas market experiences renewed tightening driven by supply constraints and seasonal demand * Storage levels, infrastructure bottlenecks, and import dependencies influence market dynamics * Geopolitical developments impact supply routes and trade relationships * Energy companies listed in UK indices such as FTSE face challenges related to supply variability and infrastructure * Seasonal demand fluctuations and renewable energy interplay contribute to market volatility
367. https://focus.ua/voennye-novosti/748778-ataka-na-poltavshchinu-pogib-chelovek-novosti - * Russian drones attacked Poltava region overnight, hitting residential and industrial targets in Poltava district. * One person killed, air raid alert ongoing. * Russian attacks targeted gas production facilities, causing significant damages and halts in operations. * Ukraine's gas storage filled to nearly 16% by mid-March amid infrastructure losses. * Russian missile attack on Odessa involved strike drones, damaging a hospital roof and destroying part of a residential building. * Ukrainian officials warn of future operations targeting water supply infrastructure.
368. https://www.lemonde.fr/en/international/article/2026/03/28/israel-army-reports-war-s-first-missile-attack-from-yemen_6751891_4.html - * Yemen's Houthi rebels declare entry into the Middle East war by launching a ballistic missile towards Israel on March 28, 2026. * The missile was reportedly intercepted by Israeli aerial defence systems, with no casualties reported. * The conflict involves Iran, Yemen, Israel, and the United States, affecting regional shipping and energy routes. * Iran's military reports targeting a US vessel and threats to retaliate against economic damage. * Disruptions in air travel and strikes at infrastructure across Kuwait, Iraqi Kurdistan, UAE, and Iran are reported. * Regional countries like Saudi Arabia, Oman, and Pakistan are involved or affected by the conflict. * US and Iranian officials are discussing possible peace talks amid ongoing hostilities.
369. https://indianexpress.com/article/world/us-news/iran-us-israel-war-live-updates-araghchi-power-plant-attack-trump-pause-10605786/ - * Iran-backed Houthis launched missile attacks on Israel for the first time since the war began, causing sirens in southern Israel. * Regional casualties include deaths in Iran, Israel, Lebanon, Saudi Arabia, and US military personnel wounded at Saudi airbase. * Tensions have caused increased energy costs, disrupted supply chains, and rising oil prices; Kuwait's oil barrel exceeds $118. * Diplomatic efforts continue, with Pakistan hosting Middle East talks and US attempting to hold Iran negotiations. * US and Israel have conducted strikes on Iran, escalating the war, with significant Iranian retaliation and regionalised combat.
370. https://tass.com/world/2108335 - * Gulf countries are increasingly frustrated with the US over the Iran conflict, questioning security guarantees and strategy. * Gulf officials are concerned about hosting US bases that make their countries targets for attacks. * Gulf states fear that US President Donald Trump might declare victory and withdraw, leaving Iran with control over the Hormuz strait. * The US and Israel launched a military operation against Iran on February 28, striking major Iranian cities including Tehran. * The Islamic Revolutionary Guard Corps announced retaliatory attacks targeting sites in Israel and US bases in Bahrain, Jordan, Kuwait, Qatar, Saudi Arabia, and the UAE.
371. https://scroll.in/latest/1091725/top-updates-five-indians-injured-due-to-falling-missile-debris-in-abu-dhabi?utm_source=rss&utm_medium=public - * Five Indians injured by missile debris in Abu Dhabi from intercepted ballistic missiles. * The injuries occurred in the Khalifa Economic Zones, with fires caused by falling debris. * Additional casualties include a Pakistani citizen and two killed by Iranian missile debris. * The conflict involves Iran, Yemen, Saudi Arabia, and the US, with military engagements and attacks across West Asia. * Discussion of geopolitical tensions includes US, Iran, Israel, and regional leaders, with ongoing military actions and diplomatic efforts.
372. https://www.24newshd.tv/28-Mar-2026/us-president-says-iran-must-open-key-waterway - * US President Donald Trump insists Iran must open the Strait of Hormuz for oil traffic to seek a peace deal. * Trump refers to the waterway as the 'Strait of Trump' and admits the comment was a mistake. * He claims Iran is 'on the run' and discusses ongoing negotiations to end the conflict. * Trump suggests it is an option to take control of Iran's oil, similar to Venezuela. * The Strait of Hormuz has ground to a standstill, impacting global energy prices.
373. https://www.indiatoday.in/world/story/one-month-iran-us-israel-war-winner-endgame-oil-prices-hormuz-trump-ceasefire-2888258-2026-03-28?utm_source=rss - * A month into the Iran war, Iran maintains control of the Strait of Hormuz, threatening global energy supplies. * Iran's resilience is demonstrated despite significant casualties and targeted strikes by US and Israel. * Iran has threatened to block the strait, which passes 20% of the world's oil and gas. * US and Iran are engaged in backchannel negotiations with the possibility of escalation or ceasefire. * The conflict has expanded to include military actions in the Gulf, Lebanon, and Indian Ocean.
374. https://timesofoman.com//article/169961-g7-foreign-ministers-emphasise-absolute-necessity-of-safe-and-toll-free-strait-of-hormuz - * The G7 Foreign Ministers underscored the "absolute necessity" of restoring safe and toll-free navigation through the Strait of Hormuz. * The statement was issued after their meeting in France, emphasising the need for uninterrupted maritime transit in accordance with international law. * Reports suggest Iran's IRGC imposed a toll booth in the Strait, but India's Shipping Ministry rejected claims of tolls. * The G7 discussed the regional conflict in Iran, calling for an immediate ceasefire and protection of civilians and infrastructure. * They highlighted the Strait of Hormuz's vital role in global oil shipments amid ongoing regional conflict and US-Israel military strikes.
375. https://www.iranherald.com/news/278949026/iran-committed-to-resolute-defence-of-sovereignty-amid-conflict-fm-araghchi-tells-russian-fm - • Iran's Foreign Minister Abbas Araghchi states Tehran remains firm against American-Israeli aggression. • Iran claims to have restricted vessel passage in the Strait of Hormuz to protect national security. • Russian Foreign Minister Sergei Lavrov reiterates condemnation of aggression and calls for regional stability. • US President Donald Trump refers to the 'Strait of Trump' and discusses negotiations with Iran on reopening the Strait. • Tensions involve regional security, military actions, and oil transit routes.
376. https://www.bluewin.ch/en/news/international/irans-president-threatens-retaliatory-strikes-3165269.html - * Iranian President Massud Peseshkian warns against attacks on Iran's infrastructure, threatens retaliatory strikes * The threat was made via Platform X, address a message to neighbouring countries * Conflict escalations include attacks on Iranian infrastructure by Israeli and US forces, and Iran's attacks in Arab countries since February 28 * Iran justifies its actions with deployment of US troops in regional countries
377. https://www.sabah.com.tr/dunya/hurmuz-krizi-derinlesiyor-7551936 - * Hürmüz Boğazı'nda yaklaşık 1900 gemi bekliyor, boğaz kapalı veya kısıtlı erişim nedeniyle petrol ve LNG tedarikleri risk altında. * BM Gıda ve Tarım Örgütü (FAO), İran ve İsrail'in çatışmalarının küresel emtia akışlarına şiddetli etkileri olduğunu belirtti. * Uluslararası örgütler, savaşın devam etmesi halinde küresel gıda ve enerji krizlerinin Ukrayna krizinden daha büyük olabileceği uyarısında bulundu. * Amerika ve İsrail'in İran'a karşı saldırıları ve artan deniz yolu kısıtlamaları enerji fiyatlarını yükseltiyor. * ABD, İran ile doğrudan görüşmeler hazırlıklarındadır, Pakistan'da görüşmelerin yapılması bekleniyor. * ABD ve İsrail'in saldırılarında yüksek teknolojili askeri ekipman kayıpları ve maliyetler artıyor.
378. https://thearabianpost.com/strikes-on-iran-jolt-world-markets/ - * US and Israeli strikes on Iranian nuclear and industrial sites on Friday widened the Middle East war. * Iran retaliated with attacks across the Gulf, heightening regional instability. * Oil prices increased sharply, with Brent rising 4.2% to $112.57 and US crude up 5.5% to $99.64. * Wall Street declined, with the Dow dropping 1.7%, as markets assess supply disruptions and inflation risk. * Energy supplies, especially through the Strait of Hormuz, face risks of prolonged disruption. * Markets reacted negatively with investor flight from domestic assets, and consumer sentiment fell. * The attack targets include nuclear facilities, steel industries, and regional military assets, signalling economic and strategic escalation. * Gulf states seek regional security measures amid economic and geopolitical tensions.
379. https://zn.ua/WORLD/strany-g7-hotovy-zashchishchat-ormuzskij-proliv-odnako-pri-odnom-uslovii-smi-raskryli-detali.html - * Over 30 countries, including Germany, UK, France, Italy, Canada, and Japan, signed a joint declaration expressing readiness to support safe passage through the Strait of Hormuz. * Conditions include completion of war between the US, Israel, and Iran; the mission will be defensive and comply with international law. * France's foreign minister Jean-Noël Barré and Germany's foreign minister Johann Wadifül provided positive assessments. * US President Donald Trump threatened 'unprecedented military consequences' if Iran mines the strait. * The declaration does not specify implementation details or timeline. * Experts note challenges for Western allies due to Iran’s stronger armed forces and regional strategies.
380. https://www.deccanchronicle.com/west-asia/iran-us-war-live-latest-news-updates-1946811 - * Iran's missile attack wounded at least 10 US troops at Prince Sultan Air Base in Saudi Arabia and damaged aircraft. * Iran agreed to facilitate humanitarian aid shipments through the Strait of Hormuz, as announced by the UN ambassador. * Israel claimed responsibility for strikes on Iranian nuclear facilities, specifically targeting Shahid Khondab Heavy Water Complex and Ardakan yellowcake production plant. * Iran threatened retaliation, with statements from Iranian officials indicating potential further escalation. * The conflict involves military, geopolitical, and diplomatic developments in the Middle East, impacting security and aid delivery.
381. https://www.rte.ie/news/world/2026/0328/1565625-iran-war-wrap/ - * An Israeli strike killed three journalists in south Lebanon, including two from Hezbollah-aligned channels, while Israel continued raids on southern Lebanon. * Hezbollah responded with targeted strikes against Israeli forces in Lebanon. * Lebanon condemned the killings, calling them violations of international law. * Israel expanded airstrikes in Lebanon, targeting border towns and Hezbollah infrastructure. * The conflict intensified with regional repercussions and plans for a buffer zone near the Litani River.
382. https://www.demorgen.be/nieuws/als-je-dat-een-keer-betaalt-stel-je-een-precedent-waarom-irans-tol-in-straat-van-hormuz-meer-is-dan-een-drukmiddel~ba6c6794/ - * Iran heft tol op schepen die de Straat van Hormuz passeren, wat een significante impact heeft op de mondiale olie- en gasstromen.* Experts, waaronder Philippe Gijsels en David Criekemans, stellen dat het strategisch en politiek gemotiveerd is en kan evolueren naar een structureel verdienmodel.* Iran kan landen tegen elkaar uitspelen door schepen vrij en niet-vrij te laten, wat de geopolitieke controle zou versterken.* Mogelijke internationale reactie wordt bemoeilijkt door militair en strategisch dilemma, waarbij een militaire blokkade moeilijker is dan voorkomen van doorvaart.* Het model zou een precedent kunnen scheppen dat wereldwijd handel beïnvloedt en economische inflatie verhoogt, met bredere impact op de wereldeconomie.
383. https://sigmaearth.com/eu-calls-for-early-gas-storage-refill-amid-iran-war-disruptions/?utm_source=rss&utm_medium=rss&utm_campaign=eu-calls-for-early-gas-storage-refill-amid-iran-war-disruptions - * The EU urges early gas storage refilling due to Iran conflict influencing energy markets. * Current European gas storage levels are at 28%, with some as low as 6% in nations like the Netherlands. * Gas prices in Europe have increased by over 70% since February 2026, driven by Iran conflict impacts. * The European Commission has permitted nations to reduce their storage targets from 90% to 80%. * The conflict in Iran has disrupted the Strait of Hormuz and caused Qatar LNG export losses, affecting global supply. * The EU relies primarily on Norway and the US for gas, with minimal direct impact from Iran conflict so far. * The European strategy includes early refilling to mitigate market volatility and avoid supply shortages.
384. https://www.travelandtourworld.com/news/article/europe-gas-crisis-looms-as-ttf-prices-surge-toward-eur-100-mwh-amid-lng-halt-and-middle-east-war-shock/ - * Europe faces a potential surge in gas prices due to supply disruptions linked to Middle East conflict and LNG supply concerns. * TTF prices are climbing rapidly, with projections approaching EUR 100/MWh, driven by geopolitical risks and supply constraints. * The Strait of Hormuz remains a critical chokepoint; disruptions could significantly reduce Qatar's LNG exports, affecting global markets. * Analysts predict price ranges from EUR 85 to EUR 240/MWh depending on the disruption duration, with severe scenarios comparable to 2022 crises. * Storage levels are under pressure, risking shortages and increased volatility, which could lead to energy rationing and economic impacts in Europe.
385. https://theshillongtimes.com/2026/03/28/fresh-israel-strikes-on-iran-amid-diplomatic-impasse/ - ["*Israel launched new strikes on Iran's weapons facilities amid ongoing escalation in the Middle East.", '*The conflict has expanded to Gulf states, with Bahrain, Qatar, and UAE affected, and Kuwait reporting damage to key ports.', '*Iran continues missile and drone attacks, with escalation around the Strait of Hormuz, disrupting global oil shipments.', '*Oil prices have surged over 45% since February, and the US proposes a ceasefire plan rejected by Iran.', '*Military presence from the US has increased in the region, raising concerns of further involvement.']
386. https://www.travelandtourworld.com/news/article/europe-gas-crisis-looms-as-ttf-prices-surge-toward-eur-100-mwh-amid-lng-halt-and-middle-east-war-shock/ - * European gas prices are projected to rise towards EUR 100/MWh or higher if Middle East conflict disrupts Qatari LNG supply for several months. * Disruption at the Strait of Hormuz could remove up to 21 million tonnes of LNG, impacting global and European markets. * Forecasts vary based on disruption duration, with prices potentially reaching EUR 240/MWh in severe cases. * Storage levels are under pressure, with risks of low inventory before winter and long-term stability concerns. * Analysts warn the potential for a 2022-style energy crisis if disruptions persist, affecting supply, demand, and energy security in Europe.
387. https://www.chosun.com/english/world-en/2026/03/28/HU5ZON2NMJDQNADHT6TGS4TZKY/ - * Houthi rebels in Yemen declare participation in the war, targeting Israeli military targets. * The conflict involves Iran-backed groups supporting Iran's regional proxies. * The Strait of Hormuz and Bab el-Mandeb Strait under Iran's de facto blockade, risking global energy supply disruptions. * Analysts warn of potential exacerbation of the Middle East-driven energy crisis. * The U.S. pursues military pressure and diplomatic negotiations regarding Iran and regional security.
388. https://www.investing.com/news/stock-market-news/factboxhow-many-ships-have-been-attacked-in-the-gulf-since-start-of-iran-war-4565444 - * Since February 28, multiple ships including tankers and cargo ships, flagged by various nations such as Marshall Islands, Gibraltar, Palau, Malta, Bahamas, Thailand, Japan, Kuwait, and others, have been attacked in the Gulf and Strait of Hormuz. * Attacks involved projectiles, explosions, and possible drone or remote-controlled boat involvement. * Incidents resulted in crew evacuations, fires, minor to structural damages, and disruption of maritime operations in the region. * The attacks are linked to the ongoing U.S.-Israeli conflict with Iran, with Iran’s Revolutionary Guards threatening ships passing through the Strait of Hormuz.
389. https://aif.ru/society/poyavilis-foto-goryashchih-korabley-ssha-v-ormuzskom-prolive - • Reuters published photos of US ships damaged in Strait of Hormuz, with signs of fires and burn damage. • The damage occurred during attempts by US ships to break the blockade of the strait. • The blockade is linked to escalation of conflict involving Iran, which controls the strait. • Iran's Revolutionary Guard reports full control over the strait, critical for oil and gas exports. • US Treasury Secretary Scott Bessent mentioned considering forming an international coalition to secure navigation in the strait.
390. https://meyka.com/blog/march-28-japan-lifts-coal-plant-curbs-for-one-year-to-avert-power-crunch-2803/ - * Japan will allow older coal-fired units to run at full capacity for 12 months from April to ensure grid reliability. * The move aims to mitigate power shortages caused by fuel market disruptions and energy security risks. * The policy shift is expected to tighten Asian coal markets, influence regional power prices, and impact procurement strategies, especially in Hong Kong. * Effects include increased demand for thermal coal from Australia and Indonesia, and potential rises in seaborne coal premiums. * Utilities in Northeast Asia may shift towards coal when LNG is limited or costly, with implications for fuel costs and emissions management. * For Hong Kong, rising coal prices and volatile LNG could lead to gradual increases in tariffs via Fuel Cost Adjustment, subject to regulatory reviews. * The policy is a short-term, risk-management measure that coexists with long-term decarbonisation goals, subject to future policy review after seasonal peaks.
391. https://aif.ru/politics/world/v-irane-zayavili-chto-situaciya-v-ormuzskom-prolive-ne-smozhet-byt-prezhney - * Iranian Parliament Speaker Muhammad Bagher Ghalibaf states the situation in the Strait of Hormuz has irreversibly changed due to actions by the US and Israel.* * The statement was made to Tasnim agency.* * The changed conditions have made navigation unsafe in the strait.* * Ghalibaf highlights significant regional changes and emphasises Iran’s desire for regional order determined by regional countries.* * The article notes that escalation around Iran has led to the blockage of the Strait of Hormuz, a key oil and LNG route from the Persian Gulf.*
392. https://www.ilfattoquotidiano.it/2026/03/17/guerra-iran-petrolio-hormuz-fujairah-notizie/8325873/ - * An Iranian drone caused a fire at Fujairah Oil Industry Zone, disrupting operations and heightening Gulf tensions. * Iran had previously attacked Saudi and Kuwaiti oil facilities; this attack targets a key Gulf export hub. * US military avoided striking energy infrastructure to prevent global market shocks, maintaining stability in oil prices. * US President Trump aims to prevent oil price surge ahead of mid-term elections amid ongoing Middle East conflict. * Israeli forces bombed Iranian oil facilities, increasing regional instability and potential spillover into wider war. * Market analysts warn of worsening crisis and potential disruptions in Gulf oil flows affecting global supply.
393. https://www.bloomberg.com/news/videos/2026-03-17/soltvedt-iran-s-actions-to-maximize-economic-disruption-video - * US President Donald Trump urges nations to secure the Strait of Hormuz. * Trump states Iran was nearly obliterated while war affects oil markets. * Torbjorn Soltvedt, analyst at Verisk Maplecroft, comments on Middle East conflict impact. * War ongoing, impacting oil markets and global shipping.
394. https://www.investing.com/news/stock-market-news/attacks-on-uaes-fujairah-port-shah-gas-field-add-to-energy-disruptions-4564727 - • Drone attack caused a fire at Fujairah port, halting oil loading by ADNOC. • Operations at Shah gas field suspended following attack, impacting gas supply. • Disruptions threaten to sever UAE’s remaining crude export outlet, affecting global markets. • Gulf region’s energy infrastructure remains vulnerable amidst ongoing attacks since late February. • UAE’s crude output down by over half; Strait of Hormuz closure intensifies energy crisis.
395. https://www.irishnews.com/news/world/israel-launches-new-strikes-on-tehran-and-lebanon-as-iran-hits-gulf-neighbours-Q5W5SV7JUZO5DFEIPBD5JEXPCY/ - • Israel begins a wave of strikes across Iran and targets Hezbollah militants in Lebanon. • Iran attacks Gulf Arab neighbours, hitting oil infrastructure in Fujairah, UAE. • Gulf nations respond with air defences amid threats from Iran. • Brent crude oil prices remain over $100 per barrel amid ongoing conflict. • US demands ships to secure the Strait of Hormuz, but no commitments received. • Iran-linked proxies continue attacks in Iraq, including US embassy targets. • Gulf countries, including UAE and Saudi Arabia, intercept drones and missiles. • Elevated geopolitical tensions and threats to energy infrastructure persist.
396. https://news.republika.co.id/berita/tc10bm451/hindari-kiamat-energi-irak-siapkan-jalur-rahasia-ekspor-energi-via-turki-hindari-selat-hormuz - * Irak memotong produksi minyak dari sekitar 4,4 juta barrel per hari menjadi 1,5–1,6 juta barrel per hari akibat gangguan Selat Hormuz. * Irak mempercepat pengoperasian kembali Pipa Kirkuk–Ceyhan untuk ekspor minyak langsung ke pasar global lewat Turki. * Pipa ini memiliki kapasitas awal sekitar 200–250 ribu barrel per hari dan hampir selesai pengujian. * Jalur ini membantu Irak menghindari ketergantungan pada jalur laut di Teluk Persia dan memperkuat kendali pusat atas ekspor. * Konflik regional dan penutupan Selat Hormuz memicu langkah strategis ini untuk memastikan pasokan energi internasional.
397. https://news.republika.co.id/berita/tc0wjd451/trump-tekan-sekutu-6-negara-tegas-tolak-ikut-operasi-militer-di-selat-hormuz - * Krisis di Selat Hormuz memanas setelah serangan AS dan Israel terhadap Iran dan balasan Iran terhadap Israel dan fasilitas AS di Timur Tengah. * Lalu lintas di Selat Hormuz berhenti secara de facto, mengganggu pengiriman minyak dan gas dari Teluk Persia ke pasar global. * Eksekutif perusahaan minyak memperingatkan ketidakstabilan pasar energi akibat gangguan lalu lintas. * Presiden Trump menyeru sekutu Eropa dan negara Arab bergabung dalam operasi militer di Selat Hormuz, termasuk Jepang, China, Prancis, Korea Selatan, dan Inggris. * Sekutu Eropa menolak partisipasi dalam misi NATO dan melalui jalur politik, dengan penolakan dari Inggris, Prancis, Polandia, Yunani, dan Swedia. * Beberapa negara tengah bernegosiasi atau menolak terlibat dalam operasi militer di Selat Hormuz.
398. https://www.oilandgas360.com/then-vs-now-what-the-1974-oil-shock-teaches-us-about-todays-energy-economy/#utm_source=rss&utm_medium=rss&utm_campaign=then-vs-now-what-the-1974-oil-shock-teaches-us-about-todays-energy-economy - * The 1974 oil price shock was caused by OPEC's embargo following the Yom Kippur War, leading to quadrupled crude prices and economic difficulties. * Modern energy systems are more diversified and resilient, with increased supply sources, strategic reserves, and a shift towards renewables. * Geopolitical tensions and control over transit routes like the Strait of Hormuz remain influential. * Current market focuses more on demand uncertainty and energy transition, contrasting with the supply crisis of 1974. * Inflation dynamics differ; today, central banks manage inflation better despite energy price spikes. * Investors should note that energy shocks now involve more complex factors, with long-term shifts being crucial.
399. https://www.capitalfm.co.ke/news/2026/03/hormuz-shutdown-jolts-europes-fuel-supply-china-daily/ - * Iran announced a ban on US, Israel, and their allies from transiting the Strait of Hormuz following recent strikes, effectively closing it. * The closure has caused a dramatic decrease in vessel traffic, from an average of 77 ships daily to just eight by mid-March. * As a result, oil and LNG supplies to Europe have been disrupted, leading to rising fuel prices and supply concerns. * European energy prices have increased, with specific examples from Belgium, France, and Germany. * Experts warn of severe economic impacts, with risks of prolonged disruptions and escalation in the conflict. * Disagreements within the EU regarding energy policy and supply diversification are intensifying. * The EU is increasing renewable energy capacity but remains reliant on imports of oil and gas. * Damage to Qatar’s LNG facilities has further restricted supply, increasing prices and geopolitical tensions. * US military deployment to the Middle East indicates ongoing conflict escalation and threat to energy security.
400. https://news.abplive.com/news/world/us-israel-iran-war-us-donald-trump-can-t-guarantee-safety-strait-of-hormuz-foreign-expert-robinder-sachdev-exclusive-1833337 - * One month into the Iran war, the crisis at the Strait of Hormuz disrupts global shipping and energy flows. * Robinder Sachdev states the US lacks capability to fully reopen or secure the strait amid Iran's asymmetric warfare tactics. * The US currently has no naval operation there and military intervention may still fall short of guaranteed safety. * Iran’s military capabilities, geography, and asymmetrical tactics pose significant challenges to secure passage. * The crisis has escalated geopolitical tensions, with US pressures and ongoing negotiations, impacting global markets.
401. https://news.abplive.com/news/india/india-russia-oil-trade-revives-energy-ties-lng-deal-israel-iran-war-strains-energy-supply-1833339 - * India is recalibrating its energy engagement with Russia, including resuming LNG supplies, amid global tensions. * Negotiations for LNG supply could conclude within weeks despite potential sanctions risks. * Discussions include expanding Russian crude oil trade, with potential doubling of exports to India. * India is exploring sanctions waivers and preparing for resumption of Russian LNG imports. * The development follows disruptions from conflicts in West Asia, particularly affecting critical supply routes.
402. https://www.cbsnews.com/video/strait-hormuz-frontline-us-israeli-war-iran/ - * U.S. President Trump calls on nations reliant on oil exports through Strait of Hormuz to assist in reopening the shipping lane. * The Strait, which transports approximately 20% of global oil, has been blocked for nearly three weeks. * The conflict involves the U.S., Israel, and Iran, with the Strait emerging as a strategic battleground. * The issue is part of broader geopolitical tensions and conflict in the region.
403. https://www.cbsnews.com/video/iran-strikes-us-owned-oil-tanker-in-strait-of-hormuz/ - * Iran has struck a U.S.-owned oil tanker in the Strait of Hormuz. * The incident occurs amidst the ongoing conflict between the U.S., Israel, and Iran. * Since the start of the conflict just over two weeks ago, 500 tankers have been stuck by Iran in the Strait of Hormuz.
404. https://www.aljazeera.com/video/newsfeed/2026/3/17/experts-say-global-response-may-evolve-over-hormuz-security?traffic_source=rss - - Donald Trump called for international help to keep the Strait of Hormuz open. - The proposal received a lukewarm response. - Experts suggest pressure could increase if disruption to the energy route persists.
405. https://www.vg.no/nyheter/i/7p31nw/pakistansk-oljetanker-passerte-hormuzstredet - * The Pakistani tanker 'Karachi' became the first non-Iranian vessel to pass through Hormuz Strait in over two weeks. * The tanker, loaded with crude oil from Abu Dhabi, was tracked moving along the Iranian side before heading east towards Pakistan. * US President Donald Trump threatens NATO countries to contribute to reopening the strait, which Iran has kept closed. * Norwegian Prime Minister Jonas Gahr Støre declines to send Norwegian naval forces but discusses potential measures. * Pakistan maintains diplomatic balance between Iran, the US, and Saudi Arabia, while Iran acknowledges Pakistan's solidarity.
406. https://www.theguardian.com/us-news/2026/mar/16/trump-administration-news-updates-today - • US allies including UK, Germany, France, Italy, Australia, and Japan have no plans to send warships to the Strait of Hormuz. *• President Trump urges allies to help reopen the waterway after Iran's response to US-Israeli attacks. *• Trump warns NATO faces 'a very bad future' if allies do not assist. *• US Secretary of State, Marco Rubio, is expected to announce countries willing to aid. *• European ministers seek clarity on US and Israeli war aims.
407. https://www.devdiscourse.com/article/science-environment/3853676-narelles-wrath-impact-on-australias-lng-production - ["* Tropical Cyclone Narelle affected Australia's LNG plants, disrupting operations at Chevron's Gorgon and Wheatstone sites", '* Production disruptions have increased global supply challenges amid ongoing conflicts', '* Chevron and Woodside are taking steps to resume operations when safe', "* Australian Prime Minister Anthony Albanese emphasised government support following the cyclone's impact", '* Australia remains a key LNG exporter in a volatile global market']
408. https://www.devdiscourse.com/article/science-environment/3853676-narelles-wrath-impact-on-australias-lng-production - * Tropical Cyclone Narelle impacted Australia's LNG plants, including Chevron's Gorgon and Wheatstone, causing production disruptions. * Chevron and Woodside are working to restore operations amid ongoing global supply challenges. * The Australian government, represented by Prime Minister Anthony Albanese, signals support following the cyclone's impact. * The event affects Australia’s role as a key LNG exporter amid a volatile international market.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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
434. 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.
435. 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.
436. 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.*
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.*
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.']
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.
471. 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.
472. 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.
473. 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.
474. 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.*
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.*
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.