Iran, the Gulf, and the Energy Crisis
By Asymmetric Analytics
Why it matters
The Gulf is both an energy corridor and a security system, so pressure on one can quickly reach the other. Disruption changes shipping, insurance, fuel costs, and the risk premium investors demand across markets. This report follows that transmission mechanism from regional events to energy supply and financial prices.
America's Gulf Partners Fear the Next Strike on Iran — and the Retaliation They May Inherit
Two Tankers Attacked Off Saudi Arabia’s Gulf Coast; Crews Reported Safe
Saudi Arabia Weighs 10 Million-Barrel Pipeline Capacity as Houthis Renew Energy Threats
Saudi Arabia Strikes Sanaa Oil Facility as Houthis Threaten Aramco and Airport Closures Continue
America Can Win the Battles. Can Iran Win the Economic War?
Saudi Arabia and Singapore Plan an Oil Buffer Beneath Jurong Island
Escaping Hormuz: Saudi Arabia's Oil Bypass Still Has to Reach the World
Iran Does Not Need to Defeat the US Navy to Make Hormuz Expensive
Riyadh Airport Struck Again After 12 Killed; Saudi Coalition Vows Response
The Arsenal of Democracy Meets the Factory of the World
Iraq Says the Iran War Has Cost It About $60 Billion, a Week After Devaluing the Dinar
Qatar Offers a Path to Peace. Iran Warns the Next War Will Have No Boundaries.
Europe's Fuel Shortage Meets a Growing Sovereign Debt Burden
Hormuz Without a Blockade: The Economics of Making Oil Movement Expensive
IEA Members Move to Speed Up the Rest of Their March Oil Release, Diesel First
Riyadh Under Fire: When the Security of a Capital Becomes the Price of Capital
1914, 1939, 2026: The Dangerous Illusion That War Can Be Controlled
QatarEnergy Signs to Buy Up to 4 Million Tonnes a Year of US LNG From Cheniere Through 2054
Japan's Energy Trap: When Imported Inflation Meets the Yen Carry Trade
FAO Warns Gulf Fertilizer Disruptions Compound Global Food-Inflation Risks
Europe's Thin Gas Cushion Turns Winter Weather Into a Global LNG Risk
US Sanctions Law Firm, Nine Ships; FinCEN Subpoenas Greek Bank
Russian Crude Flows East as Europe Counts the Cost of Its Energy Break
Europe's Energy–Debt Trap: When an Oil Shock Becomes a Fiscal Test
UK Inflation Jumps to 3.5% as Pump Prices Climb
Diesel at $6.699 in Salt Lake City as IEA Warns Supply Will Stay Tight Well Into 2027
After the Petrodollar: The World Doesn't Need a New Dollar. It Needs a Bridge.
Europe's Problems Are Starting to Connect
