What are the potential timelines for energy disruptions from the Strait of Hormuz

The Strait of Hormuz remains effectively closed amid the ongoing U.S.-Israel conflict with Iran, halting nearly all tanker traffic through the critical chokepoint that normally carries about 20% of global oil and LNG trade, along with roughly 5 million barrels per day (mbd) of refined petroleum products. JP Morgan Commodities Research has modeled the ripple […]

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Countries Like Japan Are Removing Barriers to Ramp Up Coal Plants Amid Global LNG Crisis

As energy security concerns mount amid ongoing disruptions in the Middle East, several nations are reversing course on coal phase-outs and ramping up existing coal-fired power plants. Japan is the latest example, with the government preparing emergency measures to lift restrictions on older coal facilities for the fiscal year starting April 2026. This move comes […]

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Russia’s Oil Exports Have Been Drastically Impacted: Ukrainian Drone Campaign Hammers Refineries, Terminals, and Pipelines

Russia’s oil export machine—once the backbone of its war economy—is reeling under a sustained Ukrainian drone offensive that has targeted refineries, export terminals, and critical pipeline infrastructure for over two years. What began as sporadic strikes in 2024 has escalated into a systematic campaign, with Ukrainian forces conducting more than 120 strikes on energy targets […]

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Iranian War May Have an Off Ramp – Did The US Just Get Kharg Island?

President Donald Trump dropped a bombshell yesterday in the White House Oval Office: Iran just handed the United States a “very big present” worth a tremendous amount of money. It wasn’t nuclear-related, he stressed. It was “oil-and-gas-related” and tied directly to the flow through the Strait of Hormuz. Trump called it a “significant prize” that […]

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Global Fertilizer Crisis Deepens: Strait of Hormuz Closure, Diesel Shortages, and LNG Disruptions Threaten Agriculture and Food Security

The global agriculture sector is staring down a perfect storm of fertilizer disruptions, diesel fuel shortages, and skyrocketing energy costs—all triggered by the effective closure of the Strait of Hormuz following the escalation of conflict in the Middle East after “Operation Epic Fury” on February 28, 2026. What began as a geopolitical flashpoint has rapidly […]

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