ʶԳ

luzitanija - stock.adobe.com

UKRAINE CRISIS: ENERGY IMPACT

Two Column Container

Navigate the impact on markets, the transition, politics and corporate strategies from the biggest energy disruption in a generation

The Ukraine crisis has caused turmoil on a global scale. Oil and gas prices have been sent soaring. Trade flows are being reshaped. Corporate portfolios have been shaken up. And energy policy priorities have been reordered.

However long the war lasts, the consequences will be profound. Europe has vowed to end its consumption of Russian energy, whatever the costs – opening opportunities for others to help meet its needs. Russia is carving out new trade relationships in response. Western companies face holes – sometimes large – in their portfolios and plans. Sanctions are likely to remain for a long time.

ʶԳ has brought its best coverage of the Ukraine crisis’ energy impact – across oil and gas markets, the energy transition, politics and corporate strategies – together in a single place. This selection of content, written by experts for experts, is designed to help companies and governments navigate a course through this complex and combustible situation with well-informed, reliable and independent news, analysis, research and data.

ei-logo.svg
What’s included in Ukraine Crisis: Energy Impact?
  • News
  • Analysis
  • Research
  • Data
  • Maps
Latest news image
Latest News & Analysis
Latest Research2
Latest Research
  • US-Iran nuclear negotiations are the most promising opening between the two in years. While threatening military action if talks fail, Washington is showing a clear preference for diplomacy. Tehran’s weakened regional position and economy provide incentives to negotiate. A deal would likely include Iranian oil sanctions relief. Tehran can likely increase production quickly, but we see a near-term, limited agreement as more likely, limiting potential upside. Yet, production and exports could rise to 3.8 million b/d and 2 million b/d, respectively, within six months if a deal were reached. However, if talks fail and the US fully returns to maximum pressure, output and exports could fall precipitously.
    Thu, Apr 24, 2025
Our Experts
With ʶԳ's 70+ year history of reporting on energy geopolitics, our experts are uniquely positioned to identify critical investment, energy transition and geopolitical risks.
Manager, Risk Research
Eastern Hemisphere Editorial Director
Research Analyst
Editor, World Gas Intelligence
Senior Correspondent
Editor, Oil Market Intelligence and Oil Markets Briefing
Discover how sweeping tariffs are disrupting commodities, technology, and energy.