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🚨🇮🇷🇺🇸 BREAKING: Iran just issued a statement: If the U.S. hits Iran's power plants, the Strait of Hormuz gets completely closed and won't reopen until those facilities are rebuilt. They're also threatening to destroy Israeli energy infrastructure and any regional companies with American shareholders. Power plants in countries hosting U.S. bases are now "legitimate targets." Source: Al Jazeera

The Iranian Handala Group has released maps of Israeli water and energy infrastructure after it managed to hack into Israeli databases. This is significant amid the escalation and US threats to hit Iranian energy infrastructure. The threat was received with a counter one from Tehran, which warned it would hit energy and financial infrastructure that the US and "Israel" rely on in the region. #Iran #UnitedStates #Energy #News #AlMayadeen https://lnkd.in/eZD-9avz

𝐔𝐤𝐫𝐚𝐢𝐧𝐢𝐚𝐧 𝐃𝐫𝐨𝐧𝐞 𝐀𝐭𝐭𝐚𝐜𝐤 𝐓𝐫𝐢𝐠𝐠𝐞𝐫𝐬 𝐅𝐢𝐫𝐞 𝐚𝐭 𝐊𝐞𝐲 𝐑𝐮𝐬𝐬𝐢𝐚𝐧 𝐁𝐥𝐚𝐜𝐤 𝐒𝐞𝐚 𝐎𝐢𝐥 𝐓𝐞𝐫𝐦𝐢𝐧𝐚𝐥 – 𝐑𝐞𝐩𝐨𝐫𝐭𝐬 It is the latest strike on infrastructure critical to Moscow’s energy revenues since the U.S.-Israeli war with Iran has caused global oil prices to surge. https://lnkd.in/gesRVzVR Source: The Moscow Times 𝐶ℎ𝑒𝑐𝑘 𝑜𝑢𝑡 𝑡ℎ𝑒 𝑓𝑒𝑎𝑡𝑢𝑟𝑒𝑑 𝑝𝑜𝑠𝑡𝑠 𝑖𝑛 𝑚𝑦 𝑝𝑟𝑜𝑓𝑖𝑙𝑒 𝑓𝑜𝑟 𝑤𝑎𝑦𝑠 𝑡𝑜 ℎ𝑒𝑙𝑝 𝑈𝑘𝑟𝑎𝑖𝑛𝑒.

Energy facilities face increasing risk as strikes signal a shift in targeting priorities *** Israel’s strike on Iran’s South Pars gas field, along with damage caused by fallen shrapnel at the Bazan oil refinery in Haifa, has raised fears that energy infrastructure may be becoming a more active front in the war. https://lnkd.in/dE5WQt4a The Media Line Maayan Hoffman #MaayanOffman #TheMediaLine #Energy #War #Iran #Targets #ynetGlobal

A development to watch. Energy security: This development highlights a deeper shift in how the Iran war is being assessed in energy terms. Fatih Birol, the head of the International Energy Agency said the crisis now combines the force of the 1970s twin oil shocks and the fallout from Russia’s invasion of Ukraine. He said the disruption already represents the loss of 11 million barrels of oil per day and about 140 bcm of gas after bombings in Iran and the closure of the Strait of Hormuz. The broader significance lies in what comes next. He said at least 40 energy assets in the Gulf region had been severely or very severely damaged, meaning an end to the conflict would not immediately restore supply. The agency released 400 million barrels of oil from strategic reserves on 11 March, the largest emergency measure in its history, and said that represented only 20% of overall stocks. What is the more important signal here - the scale of the immediate shock, or the warning that damaged infrastructure could keep supply constrained even after hostilities stop? The episode suggests that recovery, not only disruption, is now central to the energy outlook. This story appears in 10 Things Global News briefing. #EnergySecurity #GlobalEconomy #Geopolitics #MarketRisk #StrategicRisk

Why the Iran War May Force Countries to Rely Less on Natural Gas The U.S. and other exporters are poised for a windfall, but disruptions to Persian Gulf supplies are also pushing gas-buying countries to consider alternatives like coal, solar and nuclear energy. By Rebecca F. Elliott and Brad Plumer Rebecca Elliott and Brad Plumer spoke with dozens of executives and analysts at an energy conference in Houston. March 29, 2026, 5:00 a.m. ET From Western Europe to East Asia, countries are scouring the globe for natural gas after the war in Iran cut off the Persian Gulf fuel that they relied on to cook dinner, heat homes and generate electricity. The United States, as the world’s biggest gas exporter, will almost certainly benefit from this upheaval, at least in the short term. But the war with Iran, now entering its second month, is also a reminder that importing gas is a risky proposition that can leave buyers exposed to high prices and shortages during geopolitical strife. That presents a big challenge to the oil and gas industry’s plans to sell more natural gas — and creates an opening for alternatives like renewable energy, coal and nuclear power. “What you’re seeing with this type of volatility that seems to happen every four or five years, it’s just not good,” Jack Fusco, chief executive of a large U.S. gas exporter Cheniere Energy, said last week at a Houston energy conference, CERAWeek by S&P Global. This is the second time in recent years that a war has caused natural gas prices to soar in many parts of the world. The last spike followed Russia’s invasion of Ukraine in 2022. Gas is still a lot less expensive than it was four years ago. But the Iran war is not over. Analysts say that prices could rise significantly if Qatar, one of the world’s largest gas exporters, is unable to restart gas shipments relatively soon. On the third day of the war, the country stopped preparing gas for export. Its facilities later sustained extensive damage that a state-owned energy company said would take several years to repair. Buying and selling natural gas is not something countries do lightly. Shipping the fuel overseas requires significant, long-term investment. After natural gas is taken out of the ground, exporters have to chill it to negative 260 degrees Fahrenheit (negative 162 degrees Celsius) to turn it into liquid that can be transported on massive oceangoing tankers. Countries buying that liquefied natural gas, or L.N.G., need to build import terminals to turn the fuel back into gas and pipelines to get it to utilities, factories and homes. Having invested in a lot of that expensive kit, some countries now find themselves without a reliable supply of gas. The loss of Qatar’s supply is so significant because the country ordinarily sells about 20 percent of the world’s L.N. https://lnkd.in/gVN6X_nV

The effects of the Iran war are being felt by national power systems globally, but the United States is relatively insulated due to its abundant domestic sources of hydrocarbons. There are, however, winners and losers from this energy shock within the US power system, says US economist Tan Kai Xian. In this video interview he outlines who is up and who is down: https://lnkd.in/ezi_tkxb #video #interview #iranwar #energy #US #infrastructure #utilities #electricity

Definitely skip the #COAL. Go for #SOLAR, #OffShoreWIND, #EnhancedGeothermal, #Hyrdo....and always add #BESS... Why the Iran War May Force Countries to Rely Less on Natural Gas The U.S. and other exporters are poised for a windfall, but disruptions to Persian Gulf supplies are also pushing gas-buying countries to consider alternatives like coal, solar and nuclear energy. From Western Europe to East Asia, countries are scouring the globe for natural gas after the war in Iran cut off the Persian Gulf fuel that they relied on to cook dinner, heat homes and generate electricity. The United States, as the world’s biggest gas exporter, will almost certainly benefit from this upheaval, at least in the short term. But the war with Iran, now entering its second month, is also a reminder that importing gas is a risky proposition that can leave buyers exposed to high prices and shortages during geopolitical strife. That presents a big challenge to the oil and gas industry’s plans to sell more natural gas — and creates an opening for alternatives like renewable energy, coal and nuclear power. “What you’re seeing with this type of volatility that seems to happen every four or five years, it’s just not good,” Jack Fusco, chief executive of a large U.S. gas exporter Cheniere Energy, said last week at a Houston energy conference, CERAWeek by S&P Global. This is the second time in recent years that a war has caused natural gas prices to soar in many parts of the world. The last spike followed Russia’s invasion of Ukraine in 2022... https://lnkd.in/g9XiyYsR