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The Battle for Hormuz Will Reshape the Global LNG Market

The future of the Strait of Hormuz will determine Qatar’s LNG fortunes. As long as Washington and Tehran compete over the waterway, disruptions will persist. Qatar could emerge as either the biggest winner—or the biggest loser—of the Iran conflict.

Report by Leslie Palti-Guzman — August 5, 2026

Photo: Buddhika Weerasinghe/Bloomberg via Getty Images

The Hormuz Energy Crisis Generates a Tailwind for Nuclear Energy in Northeast Asia

Commentary by Jane Nakano — July 14, 2026

Photo: Hrach/Adobe Stock

Large Load Reform: How Prepared Are U.S. Grid Operators for the AI Era?

Commentary by Joseph Majkut, Alexander Garcia, Chelsey Gilchrist, and Malik Jaffal — July 9, 2026

Photo: Getty Images/Stringer

What a Fragile U.S.-Iran Ceasefire Means for Energy and Beyond

Commentary by CSIS Scholars — July 1, 2026