Iran
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After a record year for LNG project approvals in 2025, multiyear repairs to war-damaged liquefaction facilities in Qatar and the UAE threaten to slow the growth of global LNG capacity. -
Crude benchmarks spiked amid concerns that the US-Iran ceasefire is collapsing as commercial shipping comes under renewed attack.
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The Federal Reserve Bank of Dallas’ second-quarter energy survey reports improved business conditions, despite a mixed outlook on oil prices and input costs.
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Disputes over tanker fees and the ongoing military operation in Lebanon represent potential fault lines for the tentative peace deal.
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Expected to be commissioned in 2027, the new pipeline will double the UAE's current capacity of 1.8 million B/D of crude that can be transported beyond the contested waterway.
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Analysis from Wood Mackenzie warns that a prolonged closure of the critical waterway would have lasting effects on the global economy and Middle East supply capacity.
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A Dallas Fed survey update suggests few executives foresee a strong US production response, even with oil prices above $90/bbl.
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War‑related infrastructure damage is beginning to influence global energy supply chains in ways that could reshape project development and capacity growth.
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Analysts weigh near‑term risks for Middle East oil and gas producers after a tentative 2‑week ceasefire between the US‑Israeli coalition and Iran.
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War-related damage to oil and gas facilities is expected to disrupt global supply chains for years, as backlogs for critical equipment continue to grow, Rystad Energy reports.
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