The world's largest energy conference opened Monday under the shadow of the biggest supply disruption in history. These are the voices that defined Day One
The conference built around artificial intelligence became an energy crisis summit overnight. S&P Global's Daniel Yergin opened the 44th edition with an unambiguous verdict — then laid out ten strategic takeaways for a market with no clear exit in sight
In less than 24 hours, Iran struck Ras Laffan twice — the world’s largest liquefied natural gas export complex before the conflict — and hit refineries in Kuwait and Saudi Arabia. The benchmark crude price is trading at levels not seen since 2022. For Argentina, the equation has two sides, and neither is neutral.
John Mearsheimer argues that no one can tell a credible story about how the conflict with Iran ends. For energy markets, that uncertainty is not rhetorical — it is a pricing variable. Brent crude hit $119, and analysts warn that the geopolitical risk premium is here to stay.
The Islamic Revolutionary Guard Corps (IRGC) did not need a war fleet to paralyze 20% of the global oil supply. Targeted attacks on commercial vessels — and the collapse of the maritime insurance market that followed — were enough. Now there are mines in the water that struck the cargo ship Mayuree Naree today in the Strait of Hormuz.
