US waiver boosts Russian oil revenues amid Iran war The US has issued a short‑term waiver enabling sales of sanctioned Russian oil at sea. Critics say the move lifts Russian revenues and weakens sanctions enforcement.

Why Russia is the big winner from the US-Iran war - US sanctions waivers boost Russia's oil sales
p.dw.com/p/5CRdv
#energysky

Call it what it is: the War of Hormuz The best title for this conflict focuses on its decisive point and the impacts thereof: the War of Hormuz, says Robin Mills

As the Revolutionary Guards close the Strait *again*, call it what it is: the War of Hormuz www.agbi.com/opinion/oil-... #energysky

Energy Disruptions in the Eastern Mediterranean from the US-Israel War with Iran - Center on Global Energy Policy at Columbia University SIPA | CGEP % Get the latest as our experts share their insights on global energy policy.

www.energypolicy.columbia.edu/energy-disru... #energysky
@columbiauenergy.bsky.social @qamarenergy.bsky.social

GCC countries may scale back energy investment in the region because of priorities at home, including defense, postwar repair, and economic recovery. /5

Regional political barriers, commercial fragmentation, and Europe’s environmental goals mean the East Mediterranean is unlikely to emerge as a major alternative gas supplier to Europe. /4

The war may delay or deter new offshore exploration in Israel and Lebanon, while encouraging it in Egypt and Cyprus. /3

Egypt and Jordan have become heavily dependent on imports of gas from Israel and are facing significant costs and obstacles to procuring alternative supplies, though the growth of renewables in the region will gradually reduce this dependence. /2

The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty. /1

Beyond the barrel: new strategies for coping with the energy crisis For now, every day that the Strait of Hormuz remains closed, the world continues to lose about 11 million barrels per day of oil supply out of about 105 million

www.energyconnects.com/opinion/thou...

The best way to make this energy crisis a short one is to plan for it to be a long one @energyconnects_
- Protect low-income consumers
- Don't subsidise energy
- Don't ban fuel exports
- Boost EVs, public transport, renewables, nuclear restarts
- Step up domestic E&P & storage

Global gas industry needs to regroup and rethink its future | The National The gas market has endured three massive crises in the space of just six years

Global gas industry needs to regroup and rethink its future, in and after the war www.thenationalnews.com/business/ene... @thenationalnews.com

Five Weeks of Conflict with Iran: Trajectories, Risks, and Global Implications YouTube video by Center on Global Energy Policy

Is the Iran ceasefire actually holding? My @columbiauenergy.bsky.social colleagues @professorkaren.bsky.social @richardmnephew.bsky.social and I make sense of a fast-moving situation—contested terms, a strait under Iranian control, and energy markets under serious strain #energysky

Five Weeks of Conflict with Iran: Trajectories, Risks, and Global Implications - Center on Global Energy Policy at Columbia University SIPA | CGEP More than a month into the Iran conflict, the United States and Iran are at a critical inflection point.

Five Weeks of Conflict with Iran: Trajectories, Risks, and Global Implications www.energypolicy.columbia.edu/events/five-... Thursday 9 April 11-12 EDT - Register here @columbiauenergy.bsky.social

Strait of Hormuz is America's decisive moment – and Washington's blind spot | The National Every day ships cannot pass strait freely further damages world economy

Strait of Hormuz is America's decisive moment – and Washington's blind spot www.thenationalnews.com/business/202... #energysky @thenationalnews.com

Iran Conflict Brief: The War’s Lasting Impact on Gulf States - Center on Global Energy Policy at Columbia University SIPA | CGEP Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.

We also explore the long-term threat to the GCC’s economic diversification models and the potential multi-year recovery timeline for regional LNG production. #energysky
www.energypolicy.columbia.edu/iran-conflic...

We discuss the reality of living under frequent drone and missile alerts, the “tit-for-tat” targeting of industrial infrastructure, and what it would take to reopen the Gulf.

Image of the city of Tehran with mountains in the background and an Iranian flag flying over it

In this episode of the Iran Conflict Brief with @columbiauenergy.bsky.social , I speak with host Daniel Sternoff to provide a view from the ground in Dubai.

How iran war energy shock will hit UK economy – experts explain Donald Trump has told the UK to “go and get your own oil” from the Strait of Hormuz as Iran continues to block the crucial energy chokepoint and as reports circulate that the UK is to receive its last...

Prices at the pump? UK running out of fuel? What should the government and the public do in the face of the US-Israel/Iran energy crisis?
www.channel4.com/news/how-ira... @channel4news.bsky.social #energysky

Connect the World - Robin Mills Powered by SnapStream Cloud Sharing

Can the US "take the oil" from Iran? Does Kharg Island matter? And what can the GCC do about developing bypass pipelines? I discuss with @cnn.com #energysky video.snapstream.net/Play/3zW0B8Y...

Gulf states must invest in alternatives to the Strait of Hormuz | The National The risk-reward calculation is overwhelmingly in favour of building such insurance, even if it is used once in two decades

Plenty of analysis of the Gulf's two bypass pipelines - but as Hormuz remains near-shut, what more can the GCC do to avoid the Strait and narrow? www.thenationalnews.com/business/ene... @thenationalnews.com #energysky

Why the US being a net exporter of oil won't protect Americans from price shocks:

- Oil traded on global market

- Low fuel taxes means rise in price of oil has bigger relative impact at the pump

- Average American very reliant on oil: minimal public transport, fuel-inefficient vehicles, few EVs

How the Iran war is turning America's energy dominance into a mirage | The National US will not be able to keep up with rapid, chaotic energy revolution conflict in Gulf will unleash

How the Iran war is turning America's energy dominance into a mirage www.thenationalnews.com/business/ene... @thenationalnews.com #energysky

Oil crisis: ‘nothing comes close to this’, says Qamar Energy CEO We spoke to Robin Mills, who is CEO of Qamar Energy, he has consulted for international oil companies across the Middle East and Europe.

"Nothing comes close to this" in historic energy shocks
@channel4news.bsky.social @qamarenergy.bsky.social
www.channel4.com/news/oil-cri...

Live Updates: US-Israeli Attacks on Iran and Global Energy Impacts - Center on Global Energy Policy at Columbia University SIPA | CGEP % Get the latest as our experts share their insights on global energy policy.

Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead
www.energypolicy.columbia.edu/us-israeli-a... @columbiauenergy.bsky.social #energysky

US response to the Strait of Hormuz closure is becoming a farce | The National More than two weeks into the conflict, oil prices are above $100 per barrel and there is no credible strategy to reopen the waterway

“The only thing prohibiting transit in the Strait [of Hormuz] right now is Iran shooting at shipping. It is open for transit should Iran not do that.”
www.thenationalnews.com/business/ene...
@thenationalnews.com #energysky

Live Updates: US-Israeli Attacks on Iran and Global Energy Impacts - Center on Global Energy Policy at Columbia University SIPA | CGEP % Get the latest as our experts share their insights on global energy policy.

It's not just oil and gas.
What other crucial commodities are under threat from the blockage of the Strait of Hormuz?
Fertilisers, aluminium, plastics, helium and more.

www.energypolicy.columbia.edu/us-israeli-a...

@columbiauenergy.bsky.social
#energysky

The Strait That Powers the World: What a Hormuz Shutdown Would Mean YouTube video by Forbes Middle East

• How LNG supply disruptions could impact Europe and Asia
• The hidden risks to fertilisers, food security, and global inflation
• Whether strategic petroleum reserves can stabilise markets
youtu.be/D2sHNuVqZ6Q?...
#energysky

I speak to Sally Mousa @forbes.com about what happens if shipping through the Strait of Hormuz is disrupted — and how markets, governments, and investors might respond
• Why the Strait of Hormuz is the world’s most important energy corridor
• Whether oil prices could surge toward $150 per barrel

Shockwaves From Iran: Implications for Energy Markets and the Global Economy - AGSI On March 11, AGSI will host a discussion on global energy and economic market volatility.

The Gulf is a key supplier of commodities such as petrochemicals, plastics, aluminum, ethanol, and fertilizers. None of these things are commodities that can be replaced very easily and they’re all critical. @robinmills.bsky.social agsi.org/events/shock...

Correction on this since I'm seeing it a lot: fertilisers from Oman, about 1/4 of GCC fertiliser exports, don't go through Hormuz. It's certainly serious, but not quite as much as this suggests.