Cross-topic event
Hormuz tensions and Russia refinery crisis tighten global fuel and LNG supplies (Oil & gas · Global)
Jul 12, 2026
Energy/Climatedesk view
Hormuz tensions and Russia refinery crisis tighten global fuel and LNG supplies (Oil & gas · Global)
ICIS analysis on July 12, 2026 notes product prices have not returned to pre-war levels despite eased Hormuz fears, with shortages widening in gasoline, jet fue…
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Supply chaindesk view
Hormuz conflict and Qatar shutdown push helium shortage from price spikes toward rationing
Per an ICIS analysis dated Jul 12, 2026, the Iran war and Hormuz transit risk have idled hubs such as Qatar's Ras Laffan, taking roughly 30% of global helium su…
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Supply chaindesk view
Ukrainian drone strikes on Russian refineries compound Gulf restart delays and transport-fuel shortages
An ICIS column dated Jul 12, 2026, notes Russia's 2025 crude output was 10.7 mbd with about 5.7 mbd of refined products, but former Yukos head Khodorkovsky says…
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