Mastodawn

"Helium and sulphur are necessary for microchips production, in turn needed for everything from lawnmowers to data centres sustaining the AI boom."
"These chemicals are no longer produced" in the Gulf. That's almost half of global exports.

"Sellers’ inflation. Corporations transmit price explosions in essential inputs across the whole economy through their own price-setting".

More by Isabella Weber and Gregor Semieniuk: https://www.newstatesman.com/international-politics/geopolitics/2026/03/the-world-energy-shock-is-coming

#inflation #energy #oilAndGas #IranWar #warInIran

The world energy shock is coming

Do you remember the days when the world already knew that there was a Covid-19 outbreak in Wuhan and that it was spreading rapidly, but you were not under lockdown yet? An in-between moment when it wa

New Statesman

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Eric Maugendre about carbon Mar 26

Critical mineral mining and rare earth elements (REEs) processing are disrupted by both the destruction of energy assets in the Gulf and the closure of the Strait of Hormuz: https://thesoufancenter.org/intelbrief-2026-march-25/

#military #inflation #IranWar #warInIran #sulphur #helium #semiConductors #AIBubble #defence #defense #Hormuz #Qatar #GNL #energy #oilAndGas

The Iran War: A Crisis for the Defense Industrial Base Now Too - The Soufan Center

The seismic economic ramifications of the Iran War are directly affecting the technological dimensions of the Great Power Competition between the United States and the People’s Republic of China (PRC). The impact of plummeting and disrupted supplies of critical oil refining derivatives, including helium and sulfur, has at times been overshadowed by more immediate concerns […]

The Soufan Center

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Eric Maugendre about carbon Mar 28

The forced energy transition is explained by @polycrisis Kate Mackenzie and Tim Sahay: https://www.phenomenalworld.org/analysis/war-on-iran/

#demandDestruction #military #inflation #IranWar #warInIran #sulphur #helium #semiConductors #AIBubble #defence #defense #Hormuz #Qatar #GNL #energy #oilAndGas #Iran

War on Iran | Phenomenal World

The bombardment of Iran has caused an enormous commodity-supply shock, prompting an accelerated global rush to greener energy sources.

Phenomenal World

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Eric Maugendre about carbon

The oil and gas "crisis provides an opportunity for China to further expand its inroads into Southeast Asian markets, as the need to shift to renewable energy becomes critical."
https://thesoufancenter.org/intelbrief-2026-april-15/

#demandDestruction #energyTransition #SouthEastAsia #inflation #supplyShock #GNL #energy #oilAndGas #Asia #China

The Spillover Effects of the Iran War on Asia - The Soufan Center

Asia is experiencing shocks and reverberations across multiple economic sectors as a result of the U.S.-Israel vs. Iran war. The negative spillover effects are apparent across energy, food, and labor sectors in South and Southeast Asia. The energy crisis is also affecting parts of East Asia. Should the ceasefire break down after the failure of […]

The Soufan Center