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The week in Global Energy & Infrastructure
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Repeated attacks on vessels, Saudi energy facilities and tankers pushed Hormuz from a geopolitical risk into an active constraint on energy trade. Marine-fuel shortages and rising crude prices showed that disruption was spreading beyond the waterway itself.
Russian strikes continued after the proposed energy ceasefire, cutting power to hundreds of thousands and later about one million people. Ukraine's decision to resume attacks on Russian refineries restored the risk of reciprocal damage to fuel and power infrastructure.
Washington weighed easing restrictions on Russian diesel, gas and oil even as lawmakers and allies warned that renewed purchases would restore Moscow's revenue and influence. Sanctions enforcement also tightened against suspected shadow-fleet vessels, while spoofing made those efforts harder to verify.
Crude prices swung between fears of Gulf disruption and expectations of greater Russian supply. Prices eventually rose above $110 as attacks intensified, then eased when sanctions waivers reduced the immediate shortage risk.
The IEA advanced major oil and diesel releases as conflict, low inventories and resilient demand pushed the diesel squeeze into 2027. The intervention may reduce near-term pressure while leaving less reserve for a future disruption.
Record peaks across major US power markets made electricity availability, transmission and permitting central to AI expansion. Regulators moved toward formal reliability obligations for large data centers while continuing to debate how major-load costs should be allocated.
New fossil-generation capacity expanded as clean-generation development slowed, while US policy proposals sought more gas infrastructure and greater upstream oil and gas financing. Equipment shortages and longer approval disputes could still limit how quickly that capacity arrives.
Tight margins prompted Britain to seek emergency French electricity, while fuel shortages constrained Cuba's grid and Africa still faced a vast lack of electricity access. These cases showed that reliability depends on both cross-border capacity and long-term investment in generation and networks.
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