Gas supply at risk: How Iran-Israel conflict impacts global markets

By Afiur
March 13, 2026

Rising tensions in West Asia have once again put the spotlight on global energy security. Here’s a look at why global gas markets are closely watching a few key countries.

The Big Three

Russia — 1,320.5 trillion cubic feet Iran — 1,133.6 trillion cubic feet Qatar — 871.1 trillion cubic feet Overall, they have more than half of the global proven gas reserves.

Why West Asia MattersWhy West Asia Matters

Iran and Qatar sit at the heart of the Gulf energy network. Any conflict, sanctions or military action in the region can raise fears of supply disruption and push prices higher.

Strait of Hormuz Risk

A major share of LNG shipments passes through this narrow waterway. If tensions threaten shipping, insurance costs rise and markets react instantly, even before actual supply is hit.

Ripple Effect on Prices

Gas is used for power, heating and fertilisers. When prices spike, electricity bills rise and food costs can increase. Emerging economies feel the pressure faster.

Europe’s Supply Shift

After cutting pipeline gas from Russia, Europe relies more on LNG. Any disruption anywhere tightens global supply, affecting buyers in Asia and beyond.

Other Key Holders

Turkmenistan – 480.3 trillion cubic feetUnited States – 445.6 trillion cubic feetThe US is now a key LNG exporter helping stabilise supply.

The Bottom Line

Gas reserves are concentrated in a few countries.

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