Energy Markets, Trends, and Outlooks

A new age of AI and economic protectionism will impact energy supply chains as demand increases. CSIS examines short- and long-term forecasts and trends to offer insight on global energy markets.

Photo: U.S. Navy/Getty Images

Photo: U.S. Navy/Getty Images

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

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Joseph Majkut CSIS

Joseph Majkut

Director, Energy Security and Climate Change Program
Leslie Abrahams

Leslie Abrahams

Deputy Director and Senior Fellow, Energy Security and Climate Change Program
Jane Nakano

Jane Nakano

Senior Fellow, Energy Security and Climate Change Program

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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

Navigating the Strait of Hormuz Energy Crisis

The CSIS Energy Security and Climate Change Program is pleased to host Jérôme Bilodeau, for a discussion on the global energy implications of the Strait of Hormuz crisis and how governments have responded to disruptions in energy markets.

Event — August 4, 2026

Will New FERC Orders Unlock Electricity for Data Centers?

On June 18, the Federal Energy Regulatory Commission (FERC) ordered regional grid operators to adopt best practices for improving speed to power for large loads while protecting ratepayers from cost shifting. The order encouraged operators to embrace certain approaches but avoided top-down mandates, respecting operators’ rights and acknowledging regional differences in power management. In this conversation, CSIS scholars and guests will analyze this new approach and ask if it will effectively realize national priorities for the power sector.

Event — June 25, 2026

Navigating Global Energy Markets Amid Uncertainty

Please join the CSIS Energy Security and Climate Change Program for a timely conversation with Alex Grant, Equinor’s Senior Vice President for Crude, Products, and Liquids (CPL) and UK Country Manager.

Event — June 12, 2026

Energy Shots: Running on Empty

This biweekly video series, hosted by Joseph Majkut and Kevin Book, delivers clear insights, visuals, and straight talk on the latest energy trends.

Event — May 29, 2026