Energy

On March 11, AGSI hosted a discussion on global energy and economic market volatility.

Roughly 20% of global oil supply is now stranded behind the chokepoint of the Strait of Hormuz, unable to reach global markets.

The longer the conflict lasts, and the more damage to energy facilities, the greater the risk of oil market tightness, rising prices, and stranded commodities.

After a massive U.S.-Israeli campaign against Iran, AGSI explores scenarios for the future of Iran and implications for broader Gulf security.

There was a growing war risk premium in the oil markets tied to escalating regional tensions; the shift from shadow confrontation to direct military action changes the calculus.

From the Gulf to the eastern Mediterranean and North Africa, governments are recalibrating fiscal terms, monetization strategies, and partnership models to attract international players.

AGSI experts assess the trends likely to shape the Gulf region and U.S. foreign policy in 2026.

The Gulf is defying global trends and investing in sustainable-labeled projects, and if those labels translate to real guidelines, the region could become a global benchmark for transition finance.