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March 10, 2026

[Market Monitor] US-Iran Conflict Sends Shockwaves Through Global Energy Markets

[Market Monitor] US-Iran Conflict Sends Shockwaves Through Global Energy Markets

Recent geopolitical tensions are tightening global energy supply and creating increased price volatility across energy markets. In our latest Market Monitor, we examine how the escalating U.S.–Iran conflict is affecting global energy flows and what it could mean for U.S. energy prices.

In this explainer video, we cover:

  • Why disruptions in the Strait of Hormuz, responsible for roughly 20% of global petroleum flows, have contributed to a sharp rise in crude oil prices.
  • How the shutdown of major LNG export capacity in Qatar is increasing global demand for U.S. natural gas exports.
  • What these developments could mean for U.S. natural gas pricing in the months ahead.

To learn more or submit questions, contact a Tradition Energy advisor.

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[Market Monitor] US-Iran Conflict Sends Shockwaves Through Global Energy Markets