Iran Energy

US blockade targets Iran oil boom amid regional disruption

The United States moved to impose a naval blockade on Iran just as the country’s oil exports were surging to their highest levels in years, underscoring Washington’s effort to halt a wartime boom in Tehran’s energy revenues. The move followed the collapse of negotiations in Pakistan and comes amid a war that has disrupted much […]

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Behind Trump’s Threat: Iran’s Grid Faces a Stress Test Under Fire

President Donald Trump has in recent days threatened to obliterate Iran’s power plants, in response to the Islamic Republic’s effective closure of the Strait of Hormuz. He has since delayed any action, saying he granted a grace period—despite Tehran’s insistence that it is not negotiating with the White House over a 15-point proposal reportedly conveyed via

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Iran still depends on Hormuz despite years of workarounds

Iran’s plans to reduce its reliance on the Strait of Hormuz appear to have delivered little practical change so far, according to tanker-tracking data from Kpler obtained by Iran International. For more than a decade, Tehran has invested heavily in the Jask oil terminal, a project designed to shift part of its crude exports to

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Are Iran Oil Sanctions Waivers Relief for Tehran or Leverage for Washington?

The United States has signaled it will issue a one-month waiver allowing limited sales of sanctioned Iranian oil, aiming to calm global markets amid heightened geopolitical tensions. While the move may offer Tehran short-term relief, it ultimately reinforces Washington’s control over Iran’s oil revenues and exports. U.S. Treasury Secretary Scott Bessent described the measure as

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Iran Is Not Just Holding Oil Markets Hostage—It Is Mocking Them

Analysts often describe geopolitical crises as “holding hostage” global oil markets. But the latest developments in the Persian Gulf suggest something more striking: Iran is not merely disrupting the system; it is openly defying it. Iran has shut down traffic through the Strait of Hormuz and has targeted at least fifteen tankers and commercial vessels.

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Iran shields its oil exports as Hormuz flows falter

hile Iran has effectively choked off oil exports by its Arab neighbors through the Strait of Hormuz, it has continued shipping its own crude largely uninterrupted. Since the start of joint US–Israeli strikes on February 28, Iran has targeted at least 16 vessels and tankers, sharply curbing flows through one of the world’s most critical

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Hormuz disruption tests limits of global energy markets

Failure to restore shipping through the Strait of Hormuz is beginning to show what prolonged disruption could mean for global energy markets. Early volatility has been sharp but manageable, yet the longer the disruption lasts, the greater the risk that physical shortages—rather than price swings—will drive the crisis. In recent days, Iranian attacks have expanded

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Attacks on Tehran’s Fuel Storage and Energy Infrastructure Will Have Consequences

The Israeli military has announced that it targeted fuel storage facilities linked to the Islamic Revolutionary Guard Corps in Tehran on March 7, 2026. Videos circulating online show massive flames and thick plumes of smoke rising from oil depots in Tehran and Karaj. Tehran Governor Mohammad Sadegh Motamedian said on March 8 that fuel supply

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Iran’s oil weapon may rattle markets but not alter the war

Iran has shown it can disrupt regional energy flows. What remains far less clear is whether it can use that leverage to shape the outcome of the conflict in its favor. Over the past several days, Iranian missiles have targeted three oil tankers and several oil and gas facilities in neighboring countries while also obstructing

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Attacking Gulf Arab States Was a Huge Mistake for Iran

After suffering U.S. and Israeli strikes on its military and senior officials, the Islamic Republic launched a missile and drone assault against Arab states along the Persian Gulf. Iranian forces launched roughly 1,500 drones and missiles at Iraq, Saudi Arabia, Kuwait, Bahrain, the United Arab Emirates, Qatar, and even Oman as of March 3, 2026.

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