Guest post
Crossing the Hormuz chasm
The fragile bridge back to molecular normality is fraying
The Energy Flux Podcast
Armageddon deferred?
🚨 EMERGENCY POD 🎧 Deciphering Trump's latest Iran TACO, and why the future of Middle East oil and LNG exports hinges on regime change in Tehran
The Energy Flux Podcast
The Middle East energy war is spiralling out of control
🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation
Deep Dives
Israel takes energy warfare to the next level
Strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.
Deep Dives
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
Hot take
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else
Deep Dives
Hormuz on the brink?
Gunboat diplomacy, commodity shocks, and the price of escalation
Hot take
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
geopolitics
The Shifting Sands of Gulf Security
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact
Deep Dives
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
Deep Dives
The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade