The Strait of Hormuz crisis is emerging as one of the biggest challenges for global energy security, with Iran claiming it now holds the upper hand over the vital waterway.

Iranian officials say Washington may have to accept Tehran’s terms for managing maritime traffic through the strait. The development comes after months of disruption and growing tensions between Iran, the United States and Israel.

The Strait of Hormuz has historically carried roughly 20 million barrels of oil per day, representing around a fifth of global oil consumption. Any prolonged disruption could therefore have major consequences for energy markets, shipping and the global economy.

At the same time, Gulf countries are exploring alternative routes. Saudi Arabia is considering expanding its east-west pipeline toward Yanbu on the Red Sea, while Kuwait is discussing expanded pipeline connections through Saudi Arabia and the UAE. The UAE already operates the Habshan-Fujairah pipeline, allowing crude to bypass the Strait of Hormuz.

Iraq is also examining alternative routes toward the Red Sea and Mediterranean, while Iran itself has developed infrastructure intended to reduce its dependence on Hormuz.

But experts warn that existing alternatives can absorb only a portion of the oil normally transported through the strait, while constructing major new pipelines could take years.

Iran Tightens Grip on Hormuz | Trump Faces Tough Choices as Gulf States Seek Alternative Oil Routes

Amid the West Asia war, Iran's oil and gas industry remains resilient using artificial intelligence to boost output. For instance, Iranian researchers have developed an indigenous smart production management system. This can help boost oil recovery by 59%.


Iran's AI breakthrough amid war: New Indigenous system boosts oil recovery by 59%

The U.S. Strategic Petroleum Reserve has just hit a number not seen since Ronald Reagan was in office.

US oil reserves hit 1983 low as war rages

Two markets. Two completely different stories. And only one can be right. Brent crude trades near 86 dollars a barrel, down roughly 25 to 30 percent from its March peak of 120 dollars, when U.S. strikes on Iran shut down shipping through the Strait of Hormuz.


Bonds say crisis, oil says calm: Who's right?

Iran has asked Yemen’s Houthi movement to stand ready to close the Red Sea oil route if the United States strikes Iranian power infrastructure, three sources told Reuters on Thursday, posing a potent new threat ​to global energy supplies.
The idea has been discussed within the Islamic Republic's leadership, and the message has been conveyed to Iran's Houthi allies, two senior Iranian ‌sources and a regional source familiar with the matter said, speaking on condition of anonymity.

Houthis threaten to shut the crucial Bab al Mandeb through which 7% of global oil passes

The math just changed for global energy. With two wars now hitting near the same waters, tankers are becoming targets. Reports say UAE ships were struck in Omani waters, and talk of a Trump blockade plan with tolls on the Strait of Hormuz is rattling markets. This narrow passage moves about 20% of the world’s oil, so every incident hits fuel prices, shipping costs, and refineries far from the conflict. 


Two wars, one chokepoint: Energy crisis deepens

The ongoing disruption of the Strait of Hormuz has laid bare a critical structural weakness in India’s energy security. With nearly half of India's crude imports historically passing through this maritime chokepoint, the recent crisis has forced an urgent rethink of national strategy.

Hormuz Crisis Exposes India's Crude Oil Vulnerability | Rethink on Strategic Reserves

The closure of the Strait of Hormuz has triggered one of the biggest disruptions in modern energy markets, but one industry has emerged as a clear winner…oil shipping. The disruption has sent tanker freight rates soaring. Industry profits hit a record 36 billion dollars in the first quarter of the year, surpassing the previous peak set during the energy crisis of 2022.


Iran War Fuels Shipping's Biggest Payday

Despite a Rs 29 LPG price hike and soaring global energy costs, India remains among the world's cheapest cooking gas markets, with subsidies keeping prices far below international levels.

India’s LPG prices among lowest in world despite global energy crisis – Here’s how

Japan is accelerating efforts to convert used cooking oil into sustainable aviation fuel (SAF) to meet its target of sourcing 10% of jet fuel from SAF by 2030. Syakir Jasnee reports.


'Fry To Fly': Japan Turns Kitchen Oil Into Jet Fuel

A major warning has come from one of the world's biggest oil companies. ExxonMobil says global oil inventories could hit dangerously low levels within weeks. The consequences, it warns, will be severe.


Exxon Sounds the Alarm on Low Oil Inventory

Fuel prices across India have surged sharply, with petrol touching its highest level since 2022 after oil marketing companies announced the fourth price hike in just 10 days. The latest increase has pushed petrol up by nearly ₹7.5 per litre, adding fresh pressure on households and transport costs. The repeated hikes are raising concerns that inflationary stress could spread beyond fuel, impacting food prices, logistics, and everyday essentials across the country.


India Fuel Price Shock: How Much Does Fuel Cost In Your City?

Oil refineries go "Max" on jet fuel. As Iran war squeezes global aviation fuel supply, America's oil refineries are pumping out jet fuel at a record pace and cashing in. In this next report, we dive into the details. Take a look.


 Iran War Propels Record US Jet Fuel Output

Higher fuel prices are hitting households across the eurozone. The impact on consumption, however, is not uniform.
The oil price shock from the Iran war has quickly filtered through to households.

Oil Shock Hits Eurozone Wallets Unevenly

The West Asia war has triggered a global energy shock. From deadly protests in Kenya to economic chaos in Bolivia, the world is feeling the impact of falling oil supplies, rising prices, and fears that global reserves could hit critical levels within weeks.


IEA Warns Global Oil Stockpiles Are Depleting at an Alarming Rate

Global markets are being driven by a mix of geopolitical tensions, oil price speculation, and shifting trader strategies, with focus locked on the Strait of Hormuz, where US-Iran clashes have raised fresh concerns over energy flows.


Hormuz Tensions Push Oil Market Volatility 

A new report claims that Kuwait did not export any crude oil in April, raising concerns over disruptions in global energy supply and market stability. The development has sparked discussions about regional production shifts and the broader impact on oil prices as the “oil export tap” appears to have temporarily run dry. Authorities have yet to issue a detailed clarification.


Oil Crisis | Report: Kuwait Did Not Export Any Crude Oil in April; Oil Export Tap Runs Dry

Donald Trump has highlighted America’s energy strength, claiming the country is drilling more oil than ever before. He also praised the performance of the U.S. economy and stock market, calling them among the strongest globally. The remarks come amid ongoing geopolitical tensions and debates over energy security, economic growth, and market stability.


US President Says Country is Drilling More Oil; Hails US Economy & Stock Market

The gulf war has disrupted global oil supplies with key export routes under strain, producers are being forced to reroute crude through limited pipeline networks and alternative ports. But these options come with hard capacity limits, leaving a significant chunk of production stranded.
As a result, a large volume of oil is being forced offline. In the next news in numbers report we breakdown the supply loss caused due to the war. Take a look.

Gulf Crude Production Shut-in Math

Oil remained above 110 dollars per barrel on Wednesday as the Trump administration mulled a response to Iran’s latest proposal.
The two-month-long conflict remains in a stalemate with energy and other supplies through the critical strait of Hormuz at a standstill.
That has LED to fuel rationing across much of Asia and Africa and fears of a global economic slowdown.

Oil's Wild Moves

United Arab Emirates is set to leave both OPEC and OPEC+ from May 1, marking a major shift in global energy politics. The move could reshape oil production strategies, influence crude prices, and alter alliances within the world’s biggest oil-producing bloc. Analysts say the decision reflects the UAE’s growing focus on independent energy policies and long-term economic diversification.


UAE Announces Exit From OPEC & OPEC+ To Pursue National Interests First

Sujata Sharma said that although the current geopolitical tensions have affected crude oil and gas imports, the government is actively working to reduce the impact on domestic consumers.

Indian govt ensures 100% uninterrupted domestic LPG, PNG, CNG supply, urges public not to panic

India is adjusting its crude oil imports as West Asia tensions disrupt supply through the Strait of Hormuz, a route that handles nearly half of its oil.

With flows from the region falling, refiners are turning to Russia, Africa, Iran, and Venezuela.


Hormuz Crisis: India Rapidly Diversifies Its Oil Imports 