Middle East pipeline news
Triple-digit oil: Temporary spike or a new market reality? Rystad Energy reports.
Rystad Energy’s oil market update from Janiv Shah, Vice President, Oil Markets.
Oil price surge signals “new wave of volatility” (GlobalData)
Oil price surge above US$115 signals escalation from logistics shock to supply disruption in energy markets, says GlobalData.
How the Middle East conflict is reshaping gas and LNG markets
Wood Mackenzie warns Middle East conflict threatens 200 million tpy of Asian LNG demand growth over next decade as Qatar declares force majeure on shipments.
MEED launches dedicated intelligence hub to track developments on US–Israel–Iran conflict
GlobalData announces that MEED, its Middle East-focused business intelligence platform, has launched a content hub for updates on the US-Israel-Iran conflict.
Sparta comments on freight, refining margins and Hormuz disruption
Neil Crosby, AVP Oil Analytics at Sparta, Michael Ryan, Freight Commodity Owner at Sparta, and Philip Jones-Lux, Senior Analyst for Sparta, comment on freight, refining margins and Hormuz disruption.
ICIS: War in the Middle East and consequences for energy markets
ICIS provides analysis and context on the evolving situation in the Middle East.
Morningstar DBRS: Crude oil prices surge on Gulf conflict, but long-term trajectory is still unclear
Crude oil prices have increased sharply since the United States and Israel started their coordinated strikes on Iranian military targets on 28 February 2026.
Escalating Gulf conflict deepens threats to Hormuz oil flows, says GlobalData
GCC exports, global energy markets in flux, reports GlobalData.
Rystad Energy: OPEC+ announces crude production increase following US-Israel strikes on Iran
Rystad Energy’s market update from Jorge Leon, Senior Vice President and Head of Geopolitical Analysis.
Wood Mackenzie: Oil prices could hit US$100/bbl as Strait of Hormuz traffic halts
15% of global oil demand and 20% of global LNG supply typically transits critical waterway.