Beyond the War: Iran, Hormuz, and the Restructuring of the Global Energy Order
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- Amnesty International
What happened at the protests in Iran?
The December 2025 protests, the January 2026 crackdown, reported death tolls, and Amnesty International’s assessment of the repression.
https://www.amnesty.org/en/latest/campaigns/2026/01/what-happened-at-the-protests-in-iran/ - Institute for Science and International Security
Analysis of IAEA Iran Verification and Monitoring and NPT Safeguards Reports — June 2026
IAEA reporting on Iran’s enriched-uranium stockpile, enrichment to 60 percent, and the agency’s inability to verify the stockpile after the June 2025 strikes.
https://isis-online.org/isis-reports/analysis-of-iaea-iran-verification-and-monitoring-and-npt-safeguards-reports-june-2026 - Institute for Science and International Security
Iran Threat Geiger Counter: A Probabilistic Approach
The institute’s prewar estimate that Iran could have produced a non-missile-deliverable nuclear weapon within six months or less.
https://isis-online.org/isis-reports/iran-threat-geiger-counter-a-probabilistic-approach-what-is-the-probability-that-iran-will-build-nuclear-weapons - Arms Control Association
What are Iran’s ballistic missile capabilities?
The size, range, and diversity of Iran’s ballistic-missile arsenal before the 2026 war.
https://www.armscontrol.org/media-citations/reuters/2026-02-05 - U.S. Central Command
SASC Posture Statement 2026
CENTCOM’s assessment of damage to Iranian naval forces, air defenses, missile systems, and defense-industrial capacity.
https://www.centcom.mil/ABOUT-US/SASC-POSTURE-STATEMENT-2026/ - U.S. Energy Information Administration
World Oil Transit Chokepoints: Strait of Hormuz
Oil and LNG flows through Hormuz, destination markets, U.S. exposure, and the limited pipeline capacity available to bypass the strait.
https://www.eia.gov/international/content/analysis/special_topics/World_Oil_Transit_Chokepoints/ - International Energy Agency
Strait of Hormuz
The strait’s role in global oil and LNG trade, Asian and European exposure, and the limited alternative routes available to Gulf exporters.
https://www.iea.org/about/oil-security-and-emergency-response/strait-of-hormuz - U.S. Energy Information Administration
Short-Term Energy Outlook: Global Energy Security
The decline in Hormuz oil flows from 21.6 million barrels per day in late 2025 to 4.9 million barrels per day in the second quarter of 2026.
https://www.eia.gov/outlooks/steo/report/energysecurity/article.php - U.S. Energy Information Administration
Short-Term Energy Outlook
EIA’s October 2026 outlook for constrained Middle Eastern oil flows through the remainder of the year.
https://www.eia.gov/outlooks/steo/ - Reuters
Attack risks rise for tankers as Iran vows to block more Hormuz routes
Renewed October 2026 attacks and threats affecting tankers and commercial passage through Hormuz.
https://www.reuters.com/world/asia-pacific/attack-risks-rise-tankers-iran-vows-block-more-hormuz-routes-2026-10-08/ - International Energy Agency
Oil markets strain to plug the gap left by Middle East supply shortfall
Higher production outside the Persian Gulf, including the increases in U.S. and Brazilian output between February and August 2026.
https://www.iea.org/commentaries/oil-markets-strain-to-plug-the-gap-left-by-middle-east-supply-shortfall - International Energy Agency
Impacts of Middle East conflict set to reshape energy investment plans
The crisis’s effect on investment priorities, new efficiency policies, and projected 2026 spending on renewables, nuclear power, grids, and battery storage.
https://www.iea.org/news/impacts-of-middle-east-conflict-set-to-reshape-energy-investment-plans-as-disruptions-put-focus-on-security - International Energy Agency
Strait of Hormuz crisis reinforces need for Southeast Asia to tackle major energy vulnerabilities
Southeast Asian efforts to strengthen energy security through domestic resources, regional cooperation, and more resilient energy systems.
https://www.iea.org/news/strait-of-hormuz-crisis-reinforces-need-for-southeast-asia-to-tackle-major-energy-vulnerabilities - International Renewable Energy Agency
Near-700 GW surge in 2025 proves renewable energy resilience
The addition of 692 gigawatts of renewable-power capacity worldwide in 2025.
https://www.irena.org/News/pressreleases/2026/Apr/Near-700-GW-Surge-in-2025-Proves-Renewable-Energy-Resilience - International Energy Agency
Electricity Mid-Year Update 2026 — Executive Summary
Forecast growth in renewable generation, renewables overtaking coal in 2026, and solar power’s leading role in new generation.
https://www.iea.org/reports/electricity-mid-year-update-2026/executive-summary - International Energy Agency
Electrification takes centre stage as Hormuz shock spurs countries to enhance energy security
The growing role of electrification and domestically produced electricity in reducing exposure to imported fossil fuels after the Hormuz shock.
https://www.iea.org/news/electrification-takes-centre-stage-as-hormuz-shock-spurs-countries-to-seek-to-enhance-energy-security