Energy

Investment priorities are already shifting toward infrastructure resilience, export diversification, and development of domestic energy resources.

The Iran war has triggered what energy experts have described as the world’s worst energy crisis. And what is certain is that the prewar energy order will be redrawn.

On June 8, AGSI convened its Petro Diplomacy conference for the 12th consecutive year.

A Gulf-Yemen energy corridor could reshape the Arabian Peninsula. But it cannot happen without a durable political settlement involving the Houthis and other Yemeni factions.

The UAE’s move to leave OPEC underscores Abu Dhabi’s effort to widen its room for maneuver beyond Saudi-led frameworks, but the Iran war gives this decision a new meaning.

With the Strait of Hormuz closed and alternative export routes infeasible in the short term, a comprehensive agreement with Erbil can help Baghdad address its critical lack of oil export capability.

Abu Dhabi’s departure from OPEC signals that discipline within the group is becoming harder to sustain at a time when the global energy market is facing the prospect of a more volatile and uncertain future.

The oil market is no longer anchored by a shared baseline. Instead, it is being pulled in different directions by competing assumptions about geopolitics, prices, and economic resilience.