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Global Gas and Power Market Impacts from the Iranian Conflict

March 6, 2026
By Dan Gabaldon, Robert Zabors, Emily Stromquist & Kyle Datta

As tensions around Iran threaten energy flows through the Strait of Hormuz, global LNG, gas and power markets are entering a period of heightened volatility and structural risk. This analysis examines short and prolonged export disruption scenarios and assesses implications for prices, storage, electricity markets and energy security across the U.S., Europe and Northeast Asia.

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The views and opinions in these articles are solely of the authors and do not necessarily reflect those of Teneo. They are offered to stimulate thought and discussion and not as legal, financial, accounting, tax or other professional advice or counsel.

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