1h ago
Hormuz Tensions: Assaults, Stranded Ships, and Signs of Easing Flows
Evolving maritime security in the Strait of Hormuz amid US-Israel-Iran hostilities:
- Assaults and closures: Nearly 20 commercial ships attacked since...
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Iran Geopolitics & Energy
Created by Takumi Laurant
In-depth analysis of Iran's geopolitics, US-Israel tensions, proxies, and energy market impacts
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Explore the latest content tracked by Iran Geopolitics & Energy
1h ago
Iran War Sparks Oil Surge: Energy Strikes and Dual Chokepoint Risks
Key trend in geoeconomic fallout:
- Brent crude soars to $108/bbl, up ~50% since war began Feb. 28; from $65 last month.
- Hormuz nearly impassable:...
1h ago
Israel's Blue Sparrow Missile Bypasses Iran S-400 in 2026 War Escalation
Direct Iran-Israel clash intensifies: Iran missiles target Tel Aviv skies, intercepted by Israel.
- Blue Sparrow tech breakthrough: Rafael's 1.9-tonne...
1h ago
Speculative Warnings of Russia-China Intervention in Iran Conflict
Former spy Andrew Bustamante claims Iran's survival of decapitation strikes signals prolonged war, inviting allies like in Ukraine.
- Russia and...
1h ago
US Strikes Kharg Island, Sparking Iran's Oil Crisis
US forces launched major strikes on Kharg Island, Iran's key crude oil export hub, triggering an oil crisis and escalating the US-Iran conflict under Trump amid Israel tensions.
1h ago
UAE Open to US Hormuz Coalition, France Calls Strikes Illegal
Allied rift exposes coalition fragility amid Iran tensions and Hormuz threats:
- UAE signals support: Hints at joining US-led patrols for Strait...
5h ago
Hormuz Attacks Shift to Indiscriminate Disruptions, Traffic Collapses
Critical threat evolution: JMIC rates risk CRITICAL (attack almost inevitable), with >20 strikes since Feb 28—no mines or targeting pattern.
-...
5h ago
Trump's Timeline Push for Ally Naval Support in Hormuz
Trump ramps up pressure on key oil importers for Hormuz security amid disruptions choking 1/5 of global oil:
- Saturday: Urges Britain, China,...
5h ago
India's Naval Timeline: Escorting Fuel Tankers Through Disrupted Hormuz
Asian powers like India and Pakistan are actively securing energy imports amid the Strait of Hormuz closure since late February US/Israel strikes:
-...
5h ago
Western Majors' Middle East Output Exposure in Iran War
- TotalEnergies most exposed: 15% production offline due to war; 34% global output (~348k boed) in region incl. Egypt
- BP: 22% overall production...
5h ago
Iran's Selective Hormuz Filter: Non-Western Ships Cleared Amid Blockade
De facto blockade slashes flows: Traffic trickled to 21-90 ships since late Feb vs 100+ daily pre-war, stranding hundreds.
- Verification via...
5h ago
Failed Iran Strikes Risk Hormuz Chaos and Regional Escalation
US-Israel decapitation strikes on Iran's leadership failed to trigger collapse, instead sparking economic and regional crisis risks:
- Hormuz...
5h ago
Iran War Drives Record Oil Surges as US Mitigation Tools Dwindle
- Record highs: Dubai and Oman crude cross $150/bbl amid Iran conflict supply disruptions.
- Hormuz chokehold: Strait disruptions slash exports,...
5h ago
Russia's Oil Export Boom from Iran War Tanker Chaos
Key trend: Moscow fills Middle East gaps as Strait of Hormuz blockage halts 20% LNG and major oil flows.
- Russia boosts supplies at higher prices,...
5h ago
Türkiye's View: US-Israel War Targets Iran's Regime and Military
Ankara sees the ongoing US-Israel war against Iran as aimed at weakening the regime and destroying its military infrastructure.
5h ago
Houthis Sidelined as Iran's Yemen Insurance Policy
- Close ties, different context: Houthis linked to Iranian axis but operate in unique geographical and political environment.
- US-Israel strikes on...
5h ago
IMO Emergency Meeting Targets Seafarer Risks in Strait of Hormuz
- Extraordinary IMO Council session (18-19 March 2026, London) focuses on shipping and seafarers impacts in Arabian Sea, Sea of Oman, and Gulf region,...
5h ago
Simulation Gauges Multinational Fleet vs. Iranian Drone-Missile Swarm in Hormuz
Key test of Hormuz security: Grim Reapers simulates coalition navy defending oil routes against Iran’s massed threats, prompted by Trump’s call for...
5h ago
Iran Conflict Risks Europe's Gas Refill Struggles and Price Surges
Key threats to Europe from Iran escalation:
- Gas storage crisis: Refilling depleted reserves—already tough post-Russian gas cut—is now harder amid...
5h ago
Hormuz Disruptions Hit Energy, Fertilizers, and Vulnerable Economies Hard
UNCTAD warns of severe risks from Strait of Hormuz halt, carrying 25% of global seaborne oil, LNG, and one-third of fertilizers (~16M tonnes):
-...