In this discussion with Chiranjib Sengupta from Energy Connects, Dr. Carole Nakhle, CEO of Crystol Energy, shares her view on how the escalating Iran war could reshape the global energy landscape. She explains why oil markets have stayed resilient so far, even as risks rise across the region.
The discussion looks at the buffers that can stabilise the system. It explores the role of spare capacity and strategic reserves, and what they can and cannot do if disruptions grow. It also addresses a key concern for markets today: infrastruct
Key themes discussed include:
How the Iran war could reshape the global energy landscape
Why oil markets have shown 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
