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Strait of Hormuz crisis: How West Asia war disrupted global oil supply
NewsExplainedExplained EconomicsWest Asia war: Impact of disruptions on global fuel supply, with potential for coal and n-power switch Premium About 80% of oil and oil products transiting the Strait of Hormuz in 2025 were destined for Asia. The war has significantly affected fuel deliveries, and could force a shift to both conventional and renewable alternatives. 8 min readNew DelhiUpdated: Apr 21, 2026 11:52 AM IST Tankers anchored in the Strait of Hormuz off the coast of Qeshm Island, Iran, Saturday, April 18, 2026. (AP Photo/Asghar Besharati) The West Asia war that began on February 28 has created not just the largest supply disruption in the history of the global oil market, but is emerging as a key stress test: how the $117 trillion global economy can be held hostage to a 50-kilometre stretch of waterway being commandeered by a few hundred men with guns.Story continues below this ad In a little over a month and a half, the crisis has already sparked a change in energy consumption patterns. There are parallels here to the 2011 Fukushima nuclear power plant incident, triggered by the earthquake in Japan, which forced a worldwide shift away from nuclear power.Energy shifts According to Fatih Birol, the Executive Director of the International Energy Agency (IEA), the trend of using more coal instead of natural gas and a push towards renewables is already visible in Asia.Story continues below this ad The agency also forecasts a potentially strong push for nuclear power in most countries, including efforts to extend the lifetime of existing nuclear power plants. There may also be a turn towards electric vehicles. A realisation has sunk in that the Gulf states are acutely vulnerable to an event like this, and that other countries that are big in the gas supply chain, including Russia or even the US, could be unreliable partners. There is another grim prognosis from the IEA. The best-case scenario of the war drawing to a close by the end of May now appears to be optimistic by most yardsticks. Even if that were to happen, the 100-odd tankers loaded with oil and LNG stuck on one side of the Strait of Hormuz might come to the markets in the weeks after the cessation of hostilities.Story continues below this ad Ship data from Hormuz. (IEA website) Tanker data from Hormuz. (IEA website)But to reach pre-war levels of oil and gas production in West Asia could take several months, because multiple energy facilities in the region have been damaged. The IEA monitor...
Strait of Hormuz Oil Disruption Triggers Global Market Crisis
7 hours ago ... Geographic concentration: 80% of Asian oil imports affected simultaneously; LNG trade impact: 20% of global liquefied natural gas supplies disrupted; Critical ...
Southeast Asia's short-term solution to the global energy crunch ...
21 hours ago ... The Middle East conflict, and Iran's shuttering of the Strait of Hormuz, has thrown the world into its worst energy crisis in decades. Southeast Asia, which ...
Strait of Hormuz | International Crisis Group
In recent years, the U.S. and Iranian navies have had numerous tense encounters in the Persian Gulf, where 30 per cent of the world's seaborne-traded crude ...
