Markets

As of Mar., the global energy market has been radically restructured by the US-Israel-Iran war and the

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The de facto closure of the Strait of Hormuz following US-Israeli strikes on Iran has triggered a systemic realignment of the US energy sector.

The March 2026 Middle East crisis has transformed the Strait of Hormuz into a

The Mar. 2026 Middle East crisis has paralyzed the Strait of Hormuz, jeopardizing roughly 20% of global oil and 20% of LNG supply.

As US-Iran tensions approach a critical threshold, Middle Eastern energy giants are fundamentally altering global supply patterns to mitigate the risk of a regional military strike.

In late Feb. 2026, the US oil market experienced a massive, anomalous surge in commercial crude stockpiles that effectively dampened recent geopolitical price rallies.

The geopolitical landscape of early 2026 has triggered a significant shift in US energy imports following the Jan. 3 intervention in Caracas.

The ongoing conflict in Ukraine has significantly impacted oil supplies to Central Europe, particularly through the Druzhba pipeline.