Geopolitical Tensions in Iran Could Redraw Global Energy Map

Rising instability in the Middle East, particularly the prospect of conflict involving Iran, is sending shockwaves through global energy markets. Traditional power structures like OPEC are struggling to maintain control as the US ramps up oil exports and China accelerates its shift toward renewable energy. This realignment could fundamentally alter the global energy order, with countries diversifying supply chains and investing in alternatives to reduce dependence on volatile regions. The outcome will depend on the severity of any conflict and the speed at which new energy sources can replace fossil fuels.