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 What We Do Explore 
Impact of Middle East Crisis on Global Energy Markets
This page brings together IEEFA’s global and regional analysis, data and expert commentary on how the Middle East crisis is affecting oil and gas markets, energy security and investment decisions. (Updated: April 2026)
Report
Germany’s gas dependence: An energy security risk
Germany can lower its exposure to volatile gas prices and geopolitical conflicts by scaling up renewable energy and clean heating systems.
March 31, 2026
Ana Maria Jaller-Makarewicz, Kevin Leung, Jonathan Bruegel...
Report
Global high-grade iron ore market is set to grow
With direct reduction (DR) emerging as the leading pathway for steel sector decarbonisation, a forecast supply deficit for DR-grade iron ore signals an opportunity for new suppliers.
March 19, 2026
Soroush Basirat
Briefing Note
Any takers for Australia’s green iron?
Steel producers may struggle to meet demand as sectors such as automotive, wind, shipping and data centres decarbonise. This creates an opportunity for Australia to supply up to 5.5MTPA of green iron, worth an estimated USD2 billion a year.
March 12, 2026
Lachlan Wright

Latest Research

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Australians sharing in windfall LNG profits? A no-brainer
April 09, 2026
Josh Runciman
Briefing Note
The key risks of gas-fired power
April 08, 2026
Fact Sheet
The misguided stampede to build gas power plants
April 08, 2026
Dennis Wamsted
Report
Does the Iran ceasefire mean the fuel crisis is over? Not even close
April 08, 2026
Kevin Morrison
Insights
Financing the energy transition: A credit perspective on India's power sector
April 07, 2026
Kevin Leung, Saurabh Trivedi, Soni Tiwari...
Report
Renewables are a natural hedge against fossil fuel shocks
April 06, 2026
Shafiqul Alam
Insights
The Middle East Crisis: A global wakeup call
April 02, 2026
Clark Williams-Derry
Slides
CalSTRS trims fossil fuel holdings to mitigate climate risk
April 02, 2026
Dan Cohn, Connor Chung
Insights
Advancing Indonesia’s 100GW solar program through de-dieselization for energy security
April 02, 2026
Mutya Yustika
Insights
It's time for Australia to reduce its oil demand
April 02, 2026
Amandine Denis-Ryan
Insights
Green iron demand set to exceed supply
April 02, 2026
Amandine Denis-Ryan, Lachlan Wright, Soroush Basirat...
Fact Sheet
¿Qué significa para Puerto Rico la quiebra de New Fortress Energy?
April 01, 2026
Cathy Kunkel
Insights
Iran conflict exposes Thailand’s LNG vulnerability
April 01, 2026
Christopher Doleman
Insights
Tempering risk: Steelmakers count costs of fossil fuel price volatility
March 31, 2026
Lachlan Wright
Insights
Mining’s costly diesel addiction must be a budget priority
March 31, 2026
Andrew Gorringe
Insights

Featured Research

Reports

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The misguided stampede to build gas power plants
April 08, 2026
Dennis Wamsted
Report
Financing the energy transition: A credit perspective on India's power sector
April 07, 2026
Kevin Leung, Saurabh Trivedi, Soni Tiwari...
Report
Germany’s gas dependence: An energy security risk
March 31, 2026
Ana Maria Jaller-Makarewicz, Kevin Leung, Jonathan Bruegel...
Report
Germany’s gas and hydrogen gamble
March 31, 2026
Ana Maria Jaller-Makarewicz, Arjun Flora, Alasdair Docherty...
Report
Global high-grade iron ore market is set to grow
March 19, 2026
Soroush Basirat
Report
Ammonia build-out: Recipe for risks
March 12, 2026
Todd Leahy, Trey Cowan, Anika Juhn...
Report
Terna: Financing Italy’s grid modernisation
March 11, 2026
Jonathan Bruegel, Kevin Leung
Report
Thailand’s gas conundrum: Overbuilt, underutilized, and increasingly expensive
February 26, 2026
Christopher Doleman, Sam Reynolds
Report
Capital flows in India's electric transport sector
February 25, 2026
Subham Shrivastava, Saurabh Trivedi, Charith Konda...
Report
Indian States' Electricity Transition (SET) 2026
February 23, 2026
Vibhuti Garg, Saloni Sachdeva Michael, Tanya Rana...
Report
Scaling adaptation finance in Southeast Asia
February 09, 2026
Shu Xuan Tan, Ramnath N. Iyer
Report
Bridging the net-zero gap
January 30, 2026
Shantanu Srivastava, Tanya Rana
Report
Reassessing oil in Uganda
January 28, 2026
Matthew Huxham, Will Scargill
Report
Climate-resilient development in Uganda
January 28, 2026
Matthew Huxham, Will Scargill, Gaurav Upadhyay...
Report
Assessing India's incentive scheme to enhance the battery manufacturing ecosystem
January 22, 2026
Prabhakar Sharma, Saif Jahangir, Vibhuti Garg...
Report

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