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international energy agency
US-Israeli War on Iran Sparks 'Largest Supply Disruption in History of Global Oil Market': IEA
"The oil market challenges we are facing are unprecedented in scale," said the executive director of the International Energy Agency.
Mar 12, 2026
The International Energy Agency said Thursday that the US-Israeli war on Iran and its reverberating impacts across the region have sparked "the largest supply disruption in the history of the global oil market," with flows of crude and other fossil fuel products through the Strait of Hormuz plummeting and Gulf nations slashing production as they run out of storage space.
The agency noted in its monthly report on the state of the global oil market that "oil prices have gyrated wildly since the United States and Israel launched joint airstrikes on Iran on 28 February," pointing to "disruptions to Middle Eastern supplies due to attacks on the region’s oil infrastructure and the cessation of tanker traffic through the Strait of Hormuz," which have "sent Brent futures soaring, trading within a whisker of $120/bbl."
The IEA's report came a day after the agency's 32 member nations—including the US—agreed unanimously to release a total of 400 million barrels of oil from their emergency reserves to "address disruptions in oil markets stemming from the war in the Middle East."
"The oil market challenges we are facing are unprecedented in scale, therefore I am very glad that IEA member countries have responded with an emergency collective action of unprecedented size,” said the agency's executive director, Fatih Birol.
The IEA assessment on Thursday came as oil prices surged again as Mojtaba Khamenei, Iran's new supreme leader, vowed to keep the Strait of Hormuz closed. An estimated 20% of the world's oil passes through the route each year.
Earlier on Thursday, Iraq—which has among the largest confirmed reserves of crude oil in the world—suspended all of its oil terminal operations after two vessels were attacked off the nation's coast. NPR reported that Iran "took responsibility for attacking one of the tankers, which it said was owned by the US."
The US and Israel have also bombed Iran's oil infrastructure, choking Tehran with black smoke and spraying toxic rain that prompted warnings from the World Health Organization (WHO).
"The black rain and the acidic rain coming with it is indeed a danger for the population, respiratory mainly," WHO spokesperson Christian Lindmeier told reporters in Geneva earlier this week.
Heba Morayef, Amnesty International's regional director for the Middle East and North Africa, said Wednesay that "the potential for vast, predictable, and devastating civilian harm arising from strikes targeting energy infrastructure, including uncontrolled deadly fires, major disruptions to essential services, environmental damage, and severe long-term health risks for millions, means there is a substantial risk such attacks would violate international humanitarian law and in some cases could amount to war crimes."
“Regardless of whether a military objective is cited to justify targeting energy infrastructure, under international humanitarian law all parties have a clear obligation to take all feasible precautions to reduce civilian harm and refrain from attacks that cause disproportionate death or injury to civilians or damage to civilian objects," said Morayef. "This includes any foreseeable knock-on, indirect adverse effects on civilians’ life and health, such as exposure to toxic chemicals.”
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Global Energy Report Offers Choice for Humanity: Renewable Transition or 'Dystopian Future' Pushed by Trump
"At COP30, governments must reject this nightmare fantasy, uphold a just transition, and choose a fast, fair, and funded fossil fuel phaseout," said one climate campaigner.
Nov 12, 2025
An International Energy Agency report published Wednesday underscores that world leaders are at a crossroads and must decide whether to embrace an ambitious transition to renewable energy or succumb to the agenda of US President Donald Trump and others bent on propping up the planet-wrecking fossil fuel industry.
The IEA said in its flagship World Energy Outlook that under a so-called "current policies scenario," oil and fracked gas demand could continue to grow until the middle of the century, complicating the organization's earlier projections that global fossil fuel demand could peak by 2030.
The change came amid pressure from the Trump administration and Republican lawmakers in the United States, the largest historical emitter of greenhouse gases. The New York Times noted Wednesday that "Republicans in Congress have been threatening to cut US government funding to the IEA if it does not change the way it operates."
"In an essay posted online, the authors of this year’s report said they were restoring the current policies scenario because it was appropriate to consider multiple possibilities for the way the future might unfold," the Times added. "They did not say they were responding to pressure from the United States."
Fatih Birol, the IEA's executive director, said in a statement that the scenarios outlined in the new report "illustrate the key decision points that lie ahead and, together, provide a framework for evidence-based, data-driven discussion over the way forward."
Under all of the scenarios examined by the IEA, "renewables grow faster than any other major energy source" even as the Trump administration works to roll back clean energy initiatives in the US and promote fossil fuel production.
China, the report states, "continues to be the largest market for renewables, accounting for 45-60% of global deployment over the next ten years across the scenarios, and remains the largest manufacturer of most renewable technologies."
The analysis was released as world leaders gathered in Belém, Brazil for the COP30 climate talks, which the Trump administration is boycotting while lobbing attacks from afar.
David Tong, global industry campaign manager at Oil Change International, said the IEA report "sets out a stark and simple choice: We can protect people and communities by safeguarding 1.5ºC [of warming], settle for a disastrous business-as-usual 2.5ºC, or choose to backslide into a nightmare future of much higher warming."
"This year's report also shows Donald Trump's dystopian future, bringing back the old, fossil-fuel intense, high-pollution current policies scenario, charting an unrealistic pathway where governments drag their energy policies backwards and rates of renewable energy adoption stall, leading to high energy prices and unmitigated climate disaster," said Tong. "At COP30, governments must reject this nightmare fantasy, uphold a just transition, and choose a fast, fair, and funded fossil fuel phaseout."
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Nationwide Backlash Brewing Against Big Tech's Energy-Devouring AI Data Centers
"For any Democrat who wants to think politically, what an opportunity,” said Faiz Shakir, a longtime adviser to US Sen. Bernie Sanders. “The people are way ahead of the politicians.”
Oct 14, 2025
America's biggest tech firms are facing an increasing backlash over the energy-devouring data centers they are building to power artificial intelligence.
Semafor reported on Monday that opposition to data center construction has been bubbling up in communities across the US, as both Republican and Democratic local officials have been campaigning on promises to clamp down on Silicon Valley's most expensive and ambitious projects.
In Virginia's 30th House of Delegates district, for example, both Republican incumbent Geary Higgins and Democratic challenger John McAuliff have been battling over which one of them is most opposed to AI data center construction in their region.
In an interview with Semafor, McAuliff said that opposition to data centers in the district has swelled up organically, as voters recoil at both the massive amount of resources they consume and the impact that consumption is having on both the environment and their electric bills.
"We’re dealing with the biggest companies on the planet,” he explained. “So we need to make sure Virginians are benefiting off of what they do here, not just paying for it.”
NPR on Tuesday similarly reported that fights over data center construction are happening nationwide, as residents who live near proposed construction sites have expressed concerns about the amount of water and electricity they will consume at the expense of local communities.
"A typical AI data center uses as much electricity as 100,000 households, and the largest under development will consume 20 times more," NPR explained, citing a report from the International Energy Agency. "They also suck up billions of gallons of water for systems to keep all that computer hardware cool."
Data centers' massive water use has been a consistent concern across the US. The Philadelphia Inquirer reported on Monday that residents of the township of East Vincent, Pennsylvania have seen their wells dry up recently, and they are worried that a proposed data center would significantly exacerbate water shortages.
This is what has been happening in Mansfield, Georgia, a community that for years has experienced problems with its water supply ever since tech giant Meta began building a data center there in 2018.
As BBC reported back in August, residents in Mansfield have resorted to buying bottled water because their wells have been delivering murky water, which they said wasn't a problem before the Meta data center came online. Although Meta has commissioned a study that claims to show its data center hasn't affected local groundwater quality, Mansfield resident Beverly Morris told BBC she isn't buying the company's findings.
"My everyday life, everything has been affected," she said, in reference to the presence of the data center. "I've lived through this for eight years. This is not just today, but it is affecting me from now on."
Anxieties about massive power consumption are also spurring the backlash against data centers, and recent research shows these fears could be well founded.
Mike Jacobs, a senior energy manager at the Union of Concerned Scientists, last month released an analysis estimating that data centers had added billions of dollars to Americans' electric bills across seven different states in recent years. In Virginia alone, for instance, Jacobs found that household electric bills had subsidized data center transmission costs to the tune of $1.9 billion in 2024.
"The big tech companies rushing to build out massive data centers are worth trillions of dollars, yet they’re successfully exploiting an outdated regulatory process to pawn billions of dollars of costs off on families who may never even use their products," Jacobs explained. "People deserve to understand the full extent of how data centers in their communities may affect their lives and wallets. This is a clear case of the public unknowingly subsidizing private companies' profits."
While the backlash to data centers hasn't yet become a national issue, Faiz Shakir, a longtime adviser to US Sen. Bernie Sanders (I-Vt.), predicted in an interview with Semafor that opposition to their construction would be a winning political issue for any politician savvy enough to get ahead of it.
“For any Democrat who wants to think politically, what an opportunity,” he said. “The people are way ahead of the politicians.”
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