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The energy implications of events in the Middle East
…operators to start shutting in production. The region’s output of refined products has also been impacted.
Natural gas markets, meanwhile, have gradually rebalanced https://www.iea.org/reports/gas-market-report-q1-2026 in recent years following the major shock that followed Russia’s invasion of Ukraine in February 2022. A wave of new LNG capacity https://www.iea.org/data-and-statistics/data-tools/global-lng-capacity-tracker between now and the end of this decade is expected to transform market dynamics. But markets remained tight in the first two months of 2026, and depleted storage coming out…
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The Strait of Hormuz and global LNG supply
…in some countries.
In Asia, the benchmark LNG price more than doubled in the first two trading days following the start of the conflict, while the European natural gas benchmark shot up by around 70%. Prices have eased somewhat from those initial highs, but they remain volatile and well above their pre-conflict levels.
Before the outbreak of the conflict, global natural gas markets had been gradually rebalancing https://www.iea.org/reports/gas-market-report-q1-2026 following the major shock from Russia’s invasion of Ukraine in February 2022. A wave of new LNG capacity https://www.i...
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IEA responding to major global energy security threat
…creating what our Executive Director Fatih Birol has described as “the greatest threat to global energy security in history”, with a larger loss of oil supply than in the oil crises of the 1970s and a larger loss of natural gas supply than during the 2022 energy crisis linked to Russia’s invasion of Ukraine.
In response, IEA Member countries unanimously agreed https://www.iea.org/news/iea-member-countries-to-carry-out-largest-ever-oil-stock-release-amid-market-disruptions-from-middle-east-conflict on 11 March to release around 400 million barrels of additional oil supply to the…
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How the crisis is reshaping energy investment
…East, countries and companies are rethinking their energy investment strategies in response to heightened concerns over energy security and the reliability of global trade flows.
The latest edition of our flagship World Energy Investment https://www.iea.org/reports/world-energy-investment-2026 report highlights how the current energy crisis is changing risk perceptions and bolstering moves towards greater diversification. Coming just a few years after the energy crisis centred around Russia’s invasion of Ukraine in 2022, today’s supply shock is expected to leave a lasting imprint on future investment priorities – particularly in Asia and the Middle East…
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Supporting countries in the unfolding energy crisis
Plus, meeting with the leaders of Australia and Japan; our new crisis response tracker; coordinating with the IMF & World Bank; podcast episodes on sheltering consumers and impacts in Southeast Asia; the prospects for key energy technologies; and more ...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: Meeting with the leaders of Australia and Japan on the energy impacts of the Middle East conflict; new online tracker showing government responses to the energy crisis; special podcast episodes on sheltering households and businesses, and on the impacts…
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A deepening crisis in oil markets and beyond
Plus, engaging with the leaders of Canada and Austria; Nigeria makes request to join IEA; discussing institutional ties with the UAE; the energy crisis impact on cooking fuel access; methane emissions and energy security; and more...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: The latest developments in global oil markets; meetings with the leaders from Canada, Austria and OPEC; the Nigeria government’s request to join the IEA; discussing the establishment of institutional ties with the UAE; the impact of the energy crisis on…
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Tackling rare earth supply risks
New data shows supply chains for rare earths are particularly geographically concentrated
An International Energy Agency Newsletter
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Welcome back to Energy Snapshot, the International Energy Agency’s monthly newsletter focused on charts and data. In today’s edition, we look at supply chains for rare earth elements.
Were you forwarded this email? You can subscribe here. https://www.iea.org/energy-snapshot
In recent years, the IEA has repeatedly emphasised the energy security risks linked to the supply of critical minerals, which are vital for modern energy systems, transport and advanced manufacturing.
But…
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Oil exports through Strait of Hormuz rise
Plus, what the crisis means for Southeast Asia; Ministers meet to boost energy efficiency; G7 leaders call on IEA for critical minerals security; making LPG supplies more resilient; efforts to accelerate electrification; and more...
Newsletter of the International Energy Agency
Click here [Weblink] to view in your browser
Welcome back to the Energy Mix. In today's edition: The latest developments in oil markets; the energy outlook for Southeast Asia; Ministers from around the world gather to discuss energy efficiency; G7 looks to IEA to help strengthen critical minerals security; decision makers around the world aim to accelerate electrification; vulnerabilities in…
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How the Middle East war has upended oil markets
Plus, assessing the energy and economic impacts with leaders; IEA on the Time 100 list; how the energy and AI nexus is evolving; tackling supply chain risks for rare earth elements; and more ...
Newsletter of the International Energy Agency
Click here [Weblink] to view in your browser
Welcome back to the Energy Mix. In today's edition: Our latest assessment of the situation in global oil markets; discussing the energy and economic impacts of the Middle East war with leaders; our Executive Director on the Time 100 list; tackling supply chain risks for rare earths; new analysis on the evolving relationship…
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Growth of IEA Family is milestone for global energy governance
Plus, other key outcomes from our Ministerial on critical minerals, Ukraine & more; our 3rd Energy Innovation Forum; the latest on oil markets; the rapid rise of batteries; and more ...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: Highlights from our Ministerial Meeting in Paris, including closer institutional ties with Brazil, Colombia, India and Viet Nam and an expanded mandate on critical minerals security; insight from our 3rd Energy Innovation Forum; the latest trends in global oil markets; new data on the rapid rise of batteries…