Iran Conflict Brief: How the Energy Shock Is Reshaping Investment
Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on...
24 Mar 34min
Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure
As the conflict in the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core energy infrastructure. With the Strait of Hormuz ...
19 Mar 37min
Michael Gerrard and Jeff Holmstead on Next Chapter in US Climate Policy
The climate policy landscape in the US is in flux. Last month, the Environmental Protection Agency repealed its own power to regulate greenhouse gases. Two weeks later, the Supreme Court said it will ...
17 Mar 47min
Iran Conflict Brief: A 'Tacit Bargain' Protecting Gulf Energy
As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream oil production ar...
16 Mar 25min
Iran Conflict Brief: What It Will Take to Open Up the Strait of Hormuz
In energy markets, all eyes are on the Strait of Hormuz. As of March 11, 2026, this vital passage is effectively closed to tanker traffic, stranding almost a fifth of world supplies of crude oil, oil ...
11 Mar 26min
New Rapid Response Series: The Iran Conflict Brief
The conflict in the Middle East is evolving with incredible speed, creating a landscape where the complexities of understanding both immediate and long-term outcomes have never been greater. We'll s...
11 Mar 1min
How the Iran Conflict Is Reshaping Russia and China's Energy Security
Since the US-Israeli bombing campaign began in Iran, energy markets around the world have been on edge as the conflict threatens immediate and long-term energy supplies. We've seen major disruptions t...
10 Mar 59min
The Widening Middle East Conflict and Its Impact on Energy
On February 28, the United States and Israel launched a campaign against Iran targeting military infrastructure and the regime's core leadership. Supreme Leader Ayatollah Ali Khamenei and several seni...
3 Mar 55min
