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Energy markets react to Middle East escalation

In this discussion with Chiranjib Sengupta from Energy Connects, Dr. Carole Nakhle, CEO of Crystol Energy, hares her views on how the escalating Iran war could reshape the global energy landscape.

Dr Carole Nakhle on Energy Connects Discussions exploring the Iran war, oil market resilience, spare capacity, and the growing risk to regional infrastructure

Key themes discussed include:

  • How the Iran war could reshape the global energy landscape

  • Why oil markets have shown some resilience despite rising regional risk

  • The role of spare capacity in limiting price spikes

  • How strategic reserves can support supply in severe disruption scenarios

  • Why infrastructure risk can drive larger market instability than supply losses alone

  • What major disruptions could mean for trade flows and investment decisions

  • The broader geoeconomic consequences and the impact on energy security

Related Comments

Iran War: Asia most at risk in an LNG shortage“, Christof Rühl, Mar 2026 

US and Israel launch major military strikes on oil-rich Iran“, Dr Carole Nakhle, Feb 2026

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