International Market Analysis

 

Category Archives: Middle East

Three Ways Iran War Could End And What It Means For Global Energy

In the wake of American and Israeli strikes against Iran on February 28th, Tehran reacted swiftly, attacking energy infrastructure, water desalination plants, and other soft targets across the Middle East as well as moving to close the Strait of Hormuz. Closure of the vital Strait has long been foreseen by security experts, including this author, who warned

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What’s At Stake In The Iran-U.S. Confrontation

In the Middle East, Iran’s theocratic government is facing an abrupt leadership change as U.S. and Israeli forces launch coordinated military operations, including Operation Epic Fury and Operation Roaring Lion. The conflict has raised concerns among analysts about regional security and potential disruptions to global energy markets. Tehran’s strategic ties with China and Russia further

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Russia And Iran Are Reshaping Regional Power In Crisis And Confrontation

The U.S./Israel-Iran war is not just a confrontation with the Shia theocratic dictatorship in Iran and the Iranian proxies, like the Houthis and Hezbollah, involved in combat operations. Iran’s patrons and backers, primarily China and Russia, factor heavily in the mix. And there is no greater backer of Iran than Russia. Read the full article here.

How The Iran War Will Change Energy Markets And Oil Prices

The U.S.–Israeli strikes on Iran that began on February 28th quickly escalated tensions across the Persian Gulf, prompting a range of Iranian attacks against energy infrastructure throughout the region and the closure of the Strait of Hormuz. The Strait, a narrow water passage bordered on the north by Iran through which ships can transit from the Persian Gulf to

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Where Else Can The World Get Energy After Iran’s Blockade Of Hormuz?

After U.S.-Israeli combat operations began against Iran on Saturday, February 28th, global energy prices surged as the Iranian Revolutionary Guard Corps announced that passage through the Strait of Hormuz was “not allowed.” This narrow body of water (the navigation channel is only two-miles wide) moves 20%-30% of the world’s supply of crude oil and liquified natural gas every day, including

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Gaza Peace Plan: The Infrastructure Realities Of Trump’s Riviera Dream

The vision for a rebuilt Gaza that Jared Kushner unveiled at the World Economic Forum in Davos this January is nothing if not audacious. A “New Gaza,” defined by skyscrapers and high-tech data centers, aims to replace a century of terrorism and wars — and grievance politics with the promise and logic of the free

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Trump Says Ayatollah’s Dictatorship Must Go – What About Iranian Oil?

Each new crisis in Iran revives fears of a repeat of 1979, when Iranian oil production collapsed by 80 percent, removing 7 percent of supply from the global market and triggering a historic energy shock. Today, with Iran’s Supreme Leader, the Iranian Revolutionary Guards Corps (IRGC), including its bloody volunteer Basij militia, killing the citizens en masse, and with

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Top 6 American Energy Trends To Watch In 2026

The rise of AI, the shift from renewables to fossil fuels and nuclear, and other changes in Trump Administration policies indicate that 2026 will continue to reshape U.S. energy. The growing focus on energy as a national security instrument is driving a chain reaction, shifting priorities across sectors, easing restrictions, and prioritizing the expansion of conventional energy

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The Energy Problems Behind Turkey’s Incursions In Northern Syria

On December 8, 2025, Turkish troops entered northern Syria from Afrin, Ras al-Ain, and the northern Aleppo countryside a year after their chosen candidate, the Islamist militia Hayat Tahrir al-Sham (HTS), ended the Syrian civil war, ousting Ba’athist dictator Bashar al-Assad and installing HTS founder and leader Ahmad al-Sharaa as Syria’s interim president. Until recently, HTS was

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A Year After Assad’s Fall, Russia Preserves Syrian Energy Influence

A year after former Syrian President Bashar al-Assad’s Ba’athist dictatorship collapsed under the blows of Ahmed El-Sharaa’s Hayat Tahrir al-Sham (Organization for the Liberation of the Levant) Islamist militia, the Kremlin, the patron of the deposed regime has not disappeared. Despite expectations, Russia has not withdrawn from Syria, but instead has retrenched itself “under new

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