Energy — US-Iran Tensions and AI Energy Demands Reshape Global Energy Landscape and Supply Chain Priorities

Energy · 2026-02-26

Today's developments reveal three interconnected critical shifts in the energy landscape: geopolitical tensions driving immediate oil market dynamics, structural changes in energy demand from AI/tech expansion, and strategic repositioning of major energy assets. Iran's accelerated oil exports and Saudi Arabia's preemptive production increase signal growing likelihood of military conflict, while…