Geopolitics & Energy Security

Demand destruction has begun: What Sri Lanka reveals about the global energy crisis

By Phillip Cornell

The disruption to oil and gas flows through the Strait of Hormuz has triggered a systemic shock to energy markets, and Sri Lanka is on the front line.

Why the Iran war energy shock is different 

By Atlantic Council

Our experts explain the factors that make the oil crisis resulting from the Iran war distinct from those caused by past conflicts.

The Iran war tests Taiwan’s energy resilience

By Kevin Li

Taiwan's energy vulnerabilities are being sharply tested by supply disruptions from the conflict in Iran. Mitigating these risks will require both short-term crisis management and longer-term diversification of its energy mix.

Attacks on desalination plants in the Iran war forecast a dark future

By Ginger Matchett

The attacks on desalination plants in Iran and Bahrain offer a glimpse into the dangers the region would face if water infrastructure is intentionally targeted at scale.

How the Iran war could trigger a European energy crisis

By Lisa Basquel

Refilling Europe’s depleted gas storage—already a difficult task given the continent’s efforts to stop purchasing Russian gas—is even more difficult now with the Strait of Hormuz effectively closed.

The Iran war is good for the Russian economy but bad for Putin’s prestige

By Maksym Beznosiuk, Will Dixon

From Armenia and Syria to Venezuela and Iran, Moscow’s inability since 2022 to aid its allies in times of crisis has seriously damaged Russia’s reputation as a global power, write Maksym Beznosiuk and Will Dixon.

Romania’s drone and energy plans with Ukraine make Europe stronger and more secure

Romanian President Nicușor Dan hosted his Ukrainian counterpart on March 12, underscoring Bucharest’s growing role in regional security.

By threatening the Strait of Hormuz, Iran turns geography into a global economic weapon

By Alex Mills

Iran’s threat to attack vessels in the Strait of Hormuz has effectively shut down one of the world’s most critical energy shipping routes, turning geography into a powerful economic weapon.