The collapse of the Gaza ceasefire in March 2025 has thrust the Middle East into a new era of geopolitical volatility, with spillover effects threatening global energy markets. From Houthi drone strikes disrupting Red Sea shipping routes to Iran-Israel tensions pushing nuclear brinkmanship, the region’s fragility is now a critical lens through which investors must view energy equities. While risks loom large, the chaos also creates opportunities—for those willing to navigate the minefield.
The Fragile Energy Supply Chain
At the heart of the risk is the Middle East’s role as a global energy lifeline. The Red Sea, a critical chokepoint for 4.8…
