Hormuz half-open: Owners are moving early to position vessels for a return to Gulf exports. But the gap between expectation and ​reality remains wide, leaving the global oil shipping system in a fragile middle ground between crisis and recovery www.reuters.com/commentary/r...

First round of US-Iran talks ends with encouraging progress, mediators say - Qatar and Pakistan said that the parties had agreed to "a roadmap towards reaching a final deal within 60 days" www.bbc.co.uk/news/article...

America’s allies look to declare independence from the US - Traditional partners are rethinking their economic ties. They have discovered that longstanding ties to the US do not buy them immunity from abuse and pressure tactics from the Trump administration www.ft.com/content/a718...

The US authorized Iranian oil sales on Monday, easing decades-old sanctions as it pushes toward a final peace deal with Tehran in return ‌for commitments on nuclear inspections and free transit through the Strait of Hormuz www.yahoo.com/news/article...

Traffic through the Strait of Hormuz appeared to thin early on Friday, just a day after a burst of oil flows through the waterway as the US and Iran vowed to lift a dual blockade - Shipowners are concerned about impact of continuing hostilities in Lebanon www.bloomberg.com/news/article...

IEA: Global Hydrogen Review 2026 - Despite IEA's usual optimism, it concludes that the short-term outlook for low-emissions hydrogen remains uncertain and that significant challenges lay ahead iea.blob.core.windows.net/assets/18bdb...

On June 12th Trump ordered Anthropic to block foreigners from Fable and Mythos, its latest and most capable frontier AI models. In an instant, everyone learned that the US government can decide who may use the world’s most important technology www.economist.com/leaders/2026...

Energy Firms Brace For 'New Era' Despite Hormuz Deal - Major oil&gas companies have “high hopes for a quick reopening of the strait of Hormuz, but they have few illusions about a return to normal for the Gulf energy industry after more than three months of blockage” www.barrons.com/news/energy-...

OIES: Unpacking the Hormuz Crisis: Implications for energy markets and the energy transition www.oxfordenergy.org/wpcms/wp-con...

Israel and Lebanon have agreed to implement a ceasefire following US-brokered talks in Washington seeking to end fighting between Israel and the Iran-backed Hizbollah militant group ep.ft.com/permalink/em...

The Gulf crisis may just be starting - Up to now, shortages have been mostly imaginary. Now they will become real. The longer the strait remains closed and the bigger the physical damage, the longer shortages will remain and the worse their impact www.ft.com/content/fb29...

China Orders Refiners to Ignore US Sanctions on Key Iranian Oil Buyers - In a major escalation of trade tensions it has issued a prohibition order instructing all entities operating in China to disregard and not implement US sanctions oilprice.com/Latest-Energ... #oilprice

China: Energy structure is evolving towards green and upgrading - By 2030, non-fossil energy will account for 25% of total energy consumption www.nea.gov.cn/20260424/6cf...

IMF warns of global downturn risk from continuing Iran conflict - Due to the Iran war, the IMF’s narrative has shifted from a “resilient global economy” in January 2026 to a “shock-fragile system” approach. The potential for a positive outcome is shrinking www.neglobal.eu/imf-warns-of...

Oil prices: higher for longer - Goldman Sachs bumped up its Brent forecasts for the fourth quarter of this year to $90 a barrel, from $80 previously and WTI up to $83 a barrel from $75, with Gulf exports not getting back to normal until the end of June ep.ft.com/permalink/em...

Big Oil Returns to Exploration as Reserves Dwindle - Big Oil is ramping up exploration again after years of underinvestment, aiming to replace reserves as oil and gas demand remains strong oilprice.com/Energy/Crude...

All sides in the Gulf war are at risk of overplaying their hands - In war, what at first seems logical can, in hindsight, prove to have been foolhardy. The costs of dragging out the conflict could be very high indeed www.economist.com/middle-east-...

The shock is heading west "In conversations with more than three dozen oil and gas traders, executives, brokers, shippers and advisers over the last week, one message was repeated over and over: The world still hasn't grasped the severity of the situation" www.bloomberg.com/graphics/202...

We must not underestimate the peril for democracy - Trump’s America is a world leader in democratic decline. A “democratic recession”, which began two decades ago, is beginning to look dangerously like a democratic depression. www.ft.com/content/c4c1... via @ft

The end of nuclear taboos - Nuclear proliferation could become the way of the future. It is developing into a natural response to events in Ukraine and Iran, and their impact on fossil fuels and energy security ep.ft.com/permalink/em...

Oil’s monopoly kaput, China to be top supplier of energy security - With Hormuz closed, Gulf states under attack, every importing country will do what’s needed to remove oil from its energy stack. Chinese EVs have the advantage asiatimes.com/2026/03/oils...

What the war in Iran means for China - China's massive oil stockpiles and diversified sourcing offer short-term protection, but a prolonged conflict over Iran could exacerbate domestic economic pressures and undermine China’s global goals www.bruegel.org/analysis/wha...

Analysis: Iranian leadership see survival at any cost a holy victory -They believe they are fighting a "holy war". Trump is "demanding" seven countries join efforts to re-open Hormuz, warning there would be a "very bad future" for NATO without the support news.sky.com/story/iran-l...

Iran holds the key to reopening global energy markets - Industry says naval convoys won't help restore traffic www.reuters.com/business/ene...

Iran, the Strait of Hormuz, and an Unprecedented Energy Crunch - The bombing of Kharg Island will exacerbate that. Escalation has already started www.cfr.org/articles/ira...

Iran war is good for America's gas/LNG industry - Gas shipment disruptions in Qatar are pushing global buyers toward US LNG to keep their power plants and factories running

Iran war on same disastrous path as Iraq war - The Iraq precedent offers a brutal lesson for Iran: military success and political outcomes are rarely the same thing - and the gap between them is where wars fail asiatimes.com/2026/03/iran...

The Trump administration is Wall Street's nightmare - Markets demand reliable data, but Donald Trump is feeding them chaos with glaring contradictions that rattle traders m5.emails.telegraph.co.uk/nl/jsp/m.jsp...

Ursula von der Leyen's ambiguous defence of international law, as tensions inside the EU leadership over the US-Israeli war against Iran bubble over, got criticised and rightly so. Her positions on key issues let Europe down ep.ft.com/permalink/em...

How the Iran War Could Consolidate China’s Energy Dominance - Amid global oil and gas disruptions, China stands prepared for the electrostate era. This war may ultimately strengthen, rather than weaken, China’s strategic position foreignpolicy.com/2026/03/06/i...

Markets tumble as oil soars past $110 a barrel - In the meanwhile, Trump’s openness to deploying troops inside Iran has raised concerns about deeper US involvement in the war. He also dismissed the surge in oil prices as a “very small price to pay” ep.ft.com/permalink/em...

Think geopolitics is bad? Look at geoeconomics - How does the Iran war end? That may be less a question of drones, ships and artillery than supply chains, inflation and debt markets ep.ft.com/permalink/em...

Europe's moral malaise - Mixed messaging from Washington makes it all the more impossible to settle on a coherent position. As one analyst told me: ‘This is worse than a war of choice, it’s a war of impulse with no plan and no coalition www.euractiv.com/opinion/edit...

Europe’s extra energy tax - For every combined 10% increase in Brent crude oil and TTF gas prices, the euro-dollar rate slides by about 0.8%. If oil and gas prices move to $100, the euro could drift down towards $1.13, acting as additional energy tax ep.ft.com/permalink/em...

The war of unintended consequences - The Trump administration appears to have been surprised by the way in which Iran lashed out across the region with the aim of putting the Gulf states under pressure and causing a major international economic crisis ep.ft.com/permalink/em...

Brent crude is hovering around $83.5/b and Dutch TTF gas has come down to €49.5/MWh, while stock markets are recovering, possibly on expectation that the Iran war is not getting out of hand...for now

The nightmare Iran energy scenario is becoming reality - A longer war means a harsher global economic fallout www.economist.com/finance-and-...

China: National Energy Administration: During the 15th Five-Year Plan period, the proportion of installed capacity from new energy sources will exceed 50%, and their share of power generation will reach 30% solar.in-en.com/html/solar-2...

Carbon — In Focus: EU ETS in political crosshairs - Media reports suggest that the European Commission is planning to weaken the system. Some are even asking whether it is about to be dismantled www.argusmedia.com/en/news-and-...

U.S. natural gas production to reach record highs in 2026 and 2027 - Will increase by 2% to average 120.8 Bcf/d in 2026 and then further increase to a record-high 122.3 Bcf/d in 2027 www.eia.gov/todayinenerg...

In the struggle for economic survival EU is morbidly slow, weighed down by stifling energy costs, red tape, and aggressive foreign trade policies. This bleak prognosis was outlined by Bart De Wever. Competitiveness and industrial decline remain a problem newsletter.euractiv.com/mail/492cee8...

Scientists say we need carbon removal. Who will pay for it? That is indeed the question. At a time when Europe has huge competitiveness issues and the price of electricity is just far too high, can it afford to add more costs to energy? ep.ft.com/permalink/em...

China’s oil stocks and readiness for war - China has been accumulating crude oil inventories to take advantage of relatively low prices and act as an emergency reserve in any future conflict with the United States and its allies jkempenergy.com/2026/02/15/c...

EIA: Ten years after first Sabine Pass cargo, U.S. LNG exports are still on the rise www.eia.gov/todayinenerg...

The big themes on Big Oil’s mind - Big Oil’s big strategic goal is to strengthen upstream portfolios for the next decade www.woodmac.com/blogs/the-ed...

IEA: In a summary document released at the end of a two-day ministerial summit in Paris, climate change was “not listed among the IEA’s priorities. Instead, the document focuses on energy security, resilience, critical minerals, and electricity systems" www.theenergymix.com/update-iea-b...

How can energy growth and security be achieved in a world with an increasingly disordered transition? This will be addressed at EI's International Energy Week, next week in London where the world’s energy leaders will be gathered. I will be attending www.ieweek.co.uk?utm_source=M...

The LNG Wave in 2026/2027: Where will it go? - Over the next two years available LNG export capacity is expected to grow by some 113bcm from 593bcm in 2025 to 707bcm in 2027, leading to excess of supply over demand putting downward pressure on prices www.oxfordenergy.org/wpcms/wp-con...

Remarks by IMF MD Georgieva on: Re-energizing the EC and Europe - In energy integration requires eliminating national subsidies, building interconnectors, aligning grid access and tariffs, and fast-tracking permitting for renewables and storage www.imf.org/en/news/arti...

Europe begins its slow retreat from US dependence - It aims to reduce reliance on America in areas such as technology, energy, payments and defense. But that will take some time www.politico.eu/article/euro...