Oil and Gas

With the war on Iran disrupting the global supply of oil, could this be the moment Africa breaks its dependency on foreign energy?

Guests: Rolake Akinkugbe-Filani of EnergyInc Advisors and Cheta Nwanze of SBM Intelligence.

In a sharp escalation in the Middle East conflict, energy production itself is now in the firing line.

Iran targeted facilities across the Gulf – including the world’s largest liquefied natural gas hub in Qatar.

It was retaliation for an Israeli strike on an Iranian gasfield hours earlier.

Energy prices are soaring, and countries from Asia to Europe are scrambling for alternative supplies.

But, for Asia – the world’s largest LNG buyer – this is a severe energy shock.

The region depends on Gulf supplies to keep its lights on, its factories running, and its people fed.

Videos show flames and a plume of thick smoke following an explosion at a Valero oil refinery in Port Arthur, Texas. Police have told local media they believe an industrial heater caused the blaze and there are no reports of injuries.

Iran’s paralysis of the Strait of Hormuz has led to major disruption in global oil and gas supply and many countries have begun tapping into their strategic oil reserves to evade an economic crisis.

Since the US-Israeli war on Iran began on February 28, Tehran, whose territorial waters extend into the Strait, has blocked the passage of vessels carrying 20 percent of the world’s oil and liquified natural gas (LNG) from the Gulf to the rest of the world. The strait is the only waterway to open ocean available for Gulf oil and gas producers.

Last week, the price of Brent crude topped $100 a barrel compared to the pre-war price of around $65.

The United States Trump administration has tried and failed to re-open the strait. First, it called on Western nations to send warships to help escort shipping through the strait – an option all have declined or failed to respond to. Then, on Sunday, Trump gave Iran 48 hours to reopen the strait or face US attacks on its power plants.

However, on Sunday, Iran said it would hit back at power plants in Israel and those in the region supplying electricity to US military assets. And, on Monday, Iran said it would completely shut the Strait of Hormuz if US attacks on its energy infrastructure continue.

Following Iranian attacks on energy infrastructure across the Gulf over the past three weeks, countries including Saudi Arabia, UAE, Iraq and Kuwait have also cut their oil output, raising further concerns about global oil and gas supply.

On Monday, Trump appeared to backtrack on his Hormuz ultimatum when he ordered all US strikes on power plants in Iran to be paused for five days and claimed the US was holding talks with Iran. Iran has denied this.

In the face of chaos, on March 11, the 32 member countries of the International Energy Agency (IEA) agreed to release 400 million barrels of oil from their strategic emergency reserves – the largest stock draw in the agency’s history. It is far higher than the 2022 release of 182 million barrels of oil by the group’s members after Russia invaded Ukraine.

What are strategic oil reserves and which countries hold them?

What is a strategic oil reserve?

A strategic oil reserve or strategic petroleum reserve (SPR) is an emergency stockpile of crude oil which is held by the government of a country in government facilities.

This oil reserve can be drawn on in cases of emergencies like wars and economic crises. Governments generally buy the oil through agreements with private companies in order to keep their reserves filled.

According to the IEA, its members currently hold more than 1.2 billion barrels of these public emergency oil stocks with a further 600 million barrels of industry stocks held by private organisations but under government mandate to be available to supplement public needs.

Other reserves are also held by non IEA members like China.

Which countries have strategic oil reserves? Can they withstand the war in Iran?

China

Beijing is not an IEA member, but holds the world’s largest strategic oil reserve.

According to China’s Ministry of Ecology and Environment, Beijing “started a state strategic oil reserve base programme in 2004 as a way to offset oil supply risks and reduce the impact of fluctuating energy prices worldwide on China’s domestic market for refined oil”.

“The bases are designed to maintain strategic oil reserves of an equivalent to 30 days of imports, or about 10 million tonnes,” according to a 2007 report from Chinese state news agency Xinhua.

These strategic oil reserves are primarily located along China’s eastern and southern coastal regions such as Shandong, Zhejiang and Hainan.

China does not officially publish information about its crude inventories so it is not clear how much oil the country has in reserve. However, according to energy analytics firm Vortexa, in 2025, “China’s onshore crude inventories (excluding underground storage) continued to rise… reaching a record 1.13 billion barrels by year-end”.

According to data from Kpler, China bought more than 80 percent of Iran’s shipped oil in 2025. As the war in Iran escalates, therefore, Chinese companies such as refiner Sinopec have begun pushing for permission to use oil from the country’s reserves according to a Reuters report on Monday.

“We basically won’t buy Iranian oil, this is pretty clear,” Sinopec President Zhao Dong told a company results briefing in March, according to Reuters.

“We believe the government is closely monitoring crude oil and refined fuel inventories and market situations, and will advance policies at the appropriate ⁠time to support refinery productions,” he added.

US

Of the IEA members, the US holds one of the largest strategic oil reserves with 415 million barrels of oil. The stores are maintained by the US Department of Energy. It has confirmed that it will release 172 million barrels of oil from its SPR over this year as its contribution to coordinated efforts with the IEA.

On Friday, the Trump’s administration announced that it has already lent 45.2 million barrels of crude from the SPR to oil companies.

The US created its SPR in 1975 after an Arab oil embargo triggered a spike in gasoline prices which badly affected the US economy.

The reserves are located near big US refining or petrochemical centres, and as much as 4.4 million barrels of oil can be shipped globally per day.

The SPR currently covers roughly 200 days of net crude imports, according to a Reuters news agency calculation.

US presidents have tapped into the stockpile to calm oil markets during war or when hurricanes have hit oil infrastructure along the US Gulf of Mexico.

In March 2024, US President Joe Biden announced oil would be released from the reserve to ease pressure from oil price spikes following Russia’s invasion of Ukraine in February 2022 and amid subsequent sanctions imposed on Russian oil by the US and its allies.

Japan

An IEA member, Japan also has one of the world’s largest strategic oil reserves.

According to Japanese media Nikkei Asia, at the end of 2025, the country held about 470 million barrels of in emergency reserves which is enough to meet 254 days of domestic consumption. Out of this amount, 146 days worth of oil are government-owned, 101 days are owned by the private sector, and the remainder is jointly stored by oil-producing countries.

Japan set up its national oil reserve system in 1978 to prevent future economic disruptions following the global oil crisis in 1973. That oil crisis heightened Japan’s vulnerability and dependence on oil from abroad. The country remains one of the world’s largest oil importers, relying on fossil fuels from overseas for about 80 percent of its energy needs.

Japan’s reserves are primarily located in 10 coastal national stockholding bases with major storage sites in the Shibushi base in Kagoshima in southern Japan.

On March 16, Japan announced that it had begun releasing oil from its emergency reserves amid the global energy crisis sparked by the effective closure of the Strait of Hormuz.

Japanese Prime Minister Sanae Takaichi told journalists the country would unilaterally release 80 million barrels of oil from stockpiles amid supply concerns.

UK

As of February 26, according to the UK Department of Energy Security and Net Zero, the UK holds about 38 million ⁠barrels of crude oil and 30 million barrels of refined products, as strategic reserves. The reserves are thought to be able to last around 90 days.

The country established its reserves in 1974 following the oil crisis of the 1970s and also to meet its IEA obligations. Members of the organisation are required to maintain at least 90 days of net imports in reserve.

The UK’s strategic reserves are largely held by private oil companies, but are regulated by the government. Milford Haven in South Wales and Humber in northeast England are key locations of reserves.

The country is among the 32 IEA nations releasing oil from its reserve to address the oil crisis amid the war in Iran. The UK government will be contributing 13.5 million barrels as a part of the release.

EU

EU member nations including Germany, France, Spain and Italy, all IEA members, also hold strategic oil reserves.

Germany has 110 million barrels of crude oil and 67 million barrels of finished petroleum products which are held by the government and can be released in a matter of days, according to Germany’s economy ministry.

France reported about 120 million barrels’ worth of crude and finished products in reserve at the end of 2024, the most recent data publicly available. About 97 million barrels of that is held by SAGESS, a government-mandated entity, with ‌a breakdown ⁠of about 30 percent crude oil, 50 percent gasoil, 9 percent gasoline, 7.8 percent jet fuel and some heating oil. Another 39 million barrels are held by the country’s oil operators.

On March 16, Spain approved the release of around 11.5 million barrels of oil reserves over 90 days to counter ⁠supply shortages caused by the effective closure of the Strait of Hormuz, Energy Minister Sara Aagesen told reporters. This is the country’s contribution to the IEA release. The country has around 150 million barrels of crude oil reserves in total.

Italy, by law, was holding about 76 million barrels of reserves, representing 90 days of Italy’s average net oil imports, in 2024.

Key indexes in Japan, South Korea and Hong Kong tumble as Iran threatens attacks on energy infrastructure across region.

Stock markets in the Asia Pacific have fallen sharply amid US President Donald Trump’s ultimatum warning Iran to reopen the Strait of Hormuz or face the annihilation of its energy infrastructure.

Japan’s benchmark Nikkei 225 and South Korea’s KOSPI plunged 4 percent and 4.5 percent, respectively, in early trading on Monday.

In Hong Kong, the Hang Seng Index tumbled about 2 percent.

Australia’s ASX 200 dropped about 1.6 percent, while the NZX 50 in New Zealand dipped about 1.3 percent.

Futures on Wall Street, which are traded outside of regular market hours, saw moderate losses, with those tied to the S&P500 and the Nasdaq Composite down about 0.5 percent.

Oil prices remained volatile amid fears of further disruption to global energy supplies.

Futures for Brent crude, the international benchmark, rose more than 1.5 percent to top $114 a barrel, before easing to about $112 as of 02:00 GMT.

Trump on Saturday threatened to “obliterate” Iran’s power plants within 48 hours if Tehran does not end its effective blockade of the strait, through which about one-fifth of global oil and natural gas exports usually transit.

Tehran has pledged to completely close the waterway, which is still being transited by a small number of Chinese, Indian and Pakistani-flagged vessels, and launch retaliatory attacks on energy and water infrastructure across the region if Trump follows through on his threat.

Based on the timing of Trump’s warning on Truth Social, the deadline for his ultimatum is set to expire at 23:44 GMT on Monday.

Trump’s threat has added to fears of a cascading global energy crisis as the US and Israel’s war on Iran approaches the one-month mark with no clear end in sight.

Oil prices have surged more than 50 percent since the start of the war, which began with US-Israeli strikes on February 28.

Analysts have warned that energy prices are likely to rise significantly further if the strait remains effectively closed, with some observers predicting oil to hit $150 or even $200 a barrel.

Trump on Sunday held a phone call with UK Prime Minister Keir Starmer to discuss the situation in the Middle East, including the effective closure of the strait.

The two leaders agreed that unblocking the strait is “essential to ensure stability in the global energy market”, Starmer’s office said in a statement.

Trump has provided conflicting messages about the goals of the war and how long it might last.

Hours before issuing his ultimatum on Saturday, Trump said that his administration was “very close to meeting our objectives as we consider winding down” military operations against Iran.

Israeli military spokesperson Lieutenant Colonel Nadav Shoshani last week told reporters that officials had detailed plans for at least three more weeks of war.

US President Trump, who cut off oil supplies to Cuba after abducting Venezuela’s President Maduro, has threatened to take over the island-nation.

The Cuban government has said it is prepared for any potential United States attacks as the island-nation begins to recover from yet another blackout under a punishing oil blockade imposed by Washington that has pushed its economy to the brink.

Deputy Foreign Minister Carlos Fernandez de Cossio responded on Sunday to US President Donald Trump’s threats this week to take over Cuba, insisting that it had “historically been ready to mobilise as a nation for military aggression”.

“We don’t believe it is something that is probable, but we would be naive if we do not prepare,” de Cossio told NBC’s Meet the Press.

His comments were aired a day after the latest collapse of the country’s ageing nationwide grid that had left millions of people in the dark. Saturday’s outage was the second in the past week and the third in March.

The state-run Electric Union and the Ministry of Energy and Mines said some 72,000 customers in the capital, Havana, including five hospitals, had electricity again early on Sunday. But the number represented only a fraction of Havana’s total population of approximately two million.

The Cuban Electric Union, which reports to the Ministry of Energy and Mines, said the total disconnection of the national system was caused by an unexpected shutdown of a generation unit at the Nuevitas thermoelectric plant in Camaguey province, without providing details on the specific cause of the failure.

Trump, who started blocking oil from reaching the island after abducting Cuba’s ally, Venezuelan President Nicolas Maduro, early this year, has warned potential oil exporters that they could face high tariffs.

According to President Miguel Diaz-Canel, Cuba has not received oil from foreign suppliers for three months. The country produces barely 40 percent of the fuel it needs to power its economy.

On March 16, Trump escalated his rhetoric against Cuba, arguing the leadership was on the verge of collapse and saying he expected to have the “honour” of taking the country.

De Cossio denied that the nature, structure, or makeup of the Cuban government was up for negotiation in what Havana has called a “serious and responsible” dialogue with Washington launched earlier this month. He added that a change of the ruling system was “absolutely” off the table in discussions.

This week, General Francis Donovan, head of the US Southern Command overseeing armed forces in Latin America, told lawmakers at a US Senate hearing on Trump’s military action in the region that troops were not rehearsing for an invasion of Cuba or actively preparing to take over the Communist-run island.

But, he added, the US stood ready to address any threats to the US embassy, to defend its base at Guantanamo Bay, and aid US government efforts to address any mass migration from the island, if needed.

The Cuban government reportedly refused a request by the embassy in Havana to allow it to import diesel for its generators in response to the oil blockade, The Associated Press reported on Saturday, citing two US officials.

The head of US Central Command says forces have struck Iranian coastal missile sites and infrastructure, degrading Tehran’s ability to threaten shipping in the Strait of Hormuz, as Washington vows to continue targeting its regional military capabilities.

War, which saw Iran attack Qatar facility, has caused ‘high, volatile’ gas prices that could hit EU storage projections.

The European Union has urged member states to start early on meeting next winter’s gas storage targets after Iranian attacks on Gulf energy facilities caused prices to surge on global markets.

Energy Commissioner Dan Jorgensen sent a letter Saturday urging the bloc’s members to get to work “as early as possible” in the coming months to “mitigate pressure on prices and avoid [an] end-of-summer rush”, asking them to consider cutting their so-called filling target by 10 percentage points to 80 percent.

The move came days after Iran attacked Qatar’s Ras Laffan Industrial City complex, which provides about 20 percent of global supplies of liquefied natural gas (LNG). The attack, which came amid the US-Israeli war on Iran, was in retaliation for an Israeli attack on the Iranian South Pars gasfield.

State-owned QatarEnergy said that Iran’s attack on Qatar, which has been targeted throughout the duration of the war, knocked out 17 percent of Doha’s export capacity and would affect exports for up to five years.

The slowdown will mainly harm Asian buyers, including China, Japan, and India, which buy some 80 percent of QatarEnergy’s LNG.

But Europe, which only sources around 9 percent of its LNG from Qatar, will nevertheless be exposed to increased competition, with tanker traffic leaving the Gulf via the Strait of Hormuz throttled by the war.

Natural gas prices in the EU have risen by more than 30 percent since the start of the war on February 28, spiking after Israel’s attack on Iran’s critical South Pars gasfield and subsequent Iranian attack on Qatar’s Ras Laffan.

Jorgensen said that the EU’s gas supply, which has mainly been furnished by the United States since the bloc weaned itself off Russian energy over the Ukraine war, remained “relatively protected at this stage”.

“But, as a net energy importer on global markets, the resulting high and volatile global prices may also impact the EU gas storage projections,” he cautioned.

Jorgensen warned that developments “threaten regional and global security”, urging member states to refill stores early over a longer period.

The EU requirement for member countries to maintain gas reserves at 90 percent of capacity to meet winter heating and power demand underpins the region’s energy security.

Having cut that target by 10 percent, the energy commissioner noted that, in case of “difficult conditions” and a commission assessment, the countries could deviate by up to 20 percent.

Oil prices have also soared since the start of the war by more than 50 percent.

Workers in India’s textile hub Surat are returning home after days without cooking gas, as an LPG crisis linked to Iran war disruptions halts supplies. Industries face shutdowns, while authorities invoke emergency measures to prioritise households.

The war in the Middle East took a serious turn when Israel bombed Iran’s energy facilities, pushing Iran to step up attacks on its Gulf neighbours.

The damage has been significant and will take years to repair. It also has long-term consequences, with Qatar already warning of a reduction in exports.

The escalation is dangerous, experts say, as energy exports from the Gulf region account for a fifth of global output.

So, what are the risks of turning energy facilities into battlefields?

Presenter: Imran Khan

Guests:

Mohsen Baharvand – Former Iranian ambassador to the United Kingdom

Jim Walsh – Research associate in MIT’s security studies programme

John Sfakianakis – Chief economist at the Gulf Research Center

First came the energy shock. Now, the Iran war is hitting something even more basic: Food.

With the Strait of Hormuz blocked, vessels are being rerouted and supply chains are under strain.

The disruption is pushing up the costs of almost everything from factories to supermarket shelves thousands of miles away.

The longer the Iran conflict continues, the greater the pressure on businesses and consumers worldwide.

The United Nations warns that rising food, oil and shipping costs could push an additional 45 million people into acute hunger – taking the global total above its record of 319 million.

Russian oil is emerging as a key beneficiary of the US-Israeli war on Iran, as countries scramble to charter tankers following United States President Donald Trump’s decision to temporarily ease sanctions, analysts say.

Following a phone call with Russian President Vladimir Putin on March 10, Trump said the US would waive Russian oil-related sanctions on “some countries” to ease the shortage caused by Iran’s closure of the Strait of Hormuz, which in peacetime carries 20 percent of the world’s oil and gas from producers in the Gulf.

This week, it was reported that a number of tankers carrying Russian oil bound for China had changed course and were heading for India instead.

According to figures from the Centre for Research on Energy and Clean Air (CREA), Russia earned an additional 672 million euros ($777m) in oil sales in the first two weeks of the war on Iran, which began on February 28 when Israel and the US launched strikes on Tehran, killing Ayatollah Ali Khamenei and other senior Iranian officials.

Iran has since struck back, launching thousands of missiles and drones towards Israel as well as US military assets and infrastructure in neighbouring Gulf countries. The war stepped up a level this week, when Israel bombed Iran’s critical South Pars gasfield, and Iran hit back with strikes on Gulf energy assets, including Qatar’s Ras Laffan Liquefied Natural Gas (LNG) facility – the world’s largest.

This week, the average price of Urals oil – the Russian benchmark – was significantly higher than the pre-war price of less than $60, at around $90 per barrel.

Here’s more about who is buying Russian oil and which other nations might benefit from the oil crisis.

Why is Russian oil benefitting from the Iran war?

Iran’s effective closure of the Hormuz Strait, which is the only sea route from the Gulf to the open ocean, has “walled in” 20 million barrels of Gulf oil per day, George Voloshin, an independent energy analyst based in Paris, told Al Jazeera.

This has prompted the US to, at least temporarily, ease sanctions on shipped Russian oil to slow the ensuing energy crisis and potential global price collapse. The price of Brent crude, the international benchmark, has risen to above $100 a barrel since the closure of the strait, compared with about $65 before the war began.

Many analysts say a price of $200 is no longer “far-fetched”.

“Russia has emerged as a primary beneficiary of the Middle East conflict due to the massive supply vacuum created by the closure of the Strait of Hormuz,” Voloshin said. “Global refiners are desperate for alternative medium-sour crudes, a need that Russia’s Urals grade specifically meets.”

He added that the US decision to grant a temporary reprieve for shipped Russian oil “has provided Moscow with a critical window to maximise export volumes and oil revenues, essentially allowing Russian crude to act as the world’s primary swing supply during the Iranian blockade”.

How has the price of Russian oil been affected so far?

The price of Russian Urals has surged significantly, experts say. As a result of US sanctions, the oil had been trading at below $60 a barrel for some time. However, while “Urals historically traded at a significant discount to Brent due to Western sanctions”, Voloshin said, “that gap has narrowed as demand outstrips supply”.

“Since the beginning of the year, the price of Russian oil is estimated to have risen by nearly 80 percent – most recently close to $90 per barrel – and consistently trading well above the G7 price cap of $60 as buyers prioritise energy security over regulatory compliance in a high-volatility environment,” he added.

Are ships changing course to deliver Russian oil to new buyers?

Earlier this week, Bloomberg reported that at least seven tankers carrying Russian oil had changed course mid-voyage from China to India, citing data from Vortexa, the data analytics group.

Then, Indian media quoted Rakesh Kumar Sinha, special secretary in the Ministry of Ports, Shipping and Waterways, confirming that the Aqua Titan, a Russian oil-laden tanker originally destined for China, is now expected to arrive at New Mangalore port on March 21 having been chartered by Mangalore Refinery and Petrochemicals Limited (MPCL).

India was the first country to receive a time-limited exemption from the US Treasury to import Russian oil that is already at sea, Voloshin said.

“There is clear evidence of a massive logistical redirection of Russian oil cargoes mid-voyage. Several tankers originally bound for Chinese ports have, indeed, switched trajectory to India. This shift is driven by India’s aggressive pursuit of discounted distressed cargoes to fill its strategic reserves and meet domestic demand, as well as the increased risk and insurance costs associated with long-haul shipments to East Asia via contested waters.”

Until recently, Trump had been strongly pressuring India to stop buying Russian oil, even slapping additional 25 percent trade tariffs on India last year in punishment for doing so. This was lifted earlier this year when Trump claimed he had received assurances from India’s Prime Minister Narendra Modi that India would start buying US oil, or even Venezuelan oil seized by the US, instead.

Which countries are buying Russian oil now?

Indian media has reported that India’s purchases of Russian crude have surged in the past three weeks, since the war on Iran began and the Strait of Hormuz was closed.

“The primary buyers of Russian oil continue to be India and China, who together now account for the vast majority of Russia’s seaborne exports,” Voloshin said.

Turkiye is also a significant buyer, he added, now using Russian crude to stabilise its domestic market amid the gas shortages caused by the Israeli strikes on Iran’s South Pars field.

“Additionally, a shadow fleet of ageing tankers continues to move Russian oil to smaller, less-regulated refineries across Southeast Asia and the Middle East, often through complex ship-to-ship transfers designed to obscure the origin of the crude,” he added.

He said this shadow fleet is becoming the primary delivery mechanism for oil in several contested regions, meaning more buyers could appear. “Additionally, the degree of cooperation between the US and its European allies remains a wild card. If the EU continues to refuse participation in military operations near Iran, the diplomatic and economic pressure on the US to maintain the Russian oil reprieve will likely increase.”

Will Russian oil remain in demand if the US re-imposes sanctions?

If there is nowhere else to readily source oil, countries may continue to seek Russian crude even if the US reimposes sanctions, Voloshin said. The International Energy Agency (IEA) says the closure of the Hormuz Strait has caused a shortage of 8 million barrels of oil per day.

If that persists, “major importers like India may feel they have no choice but to continue buying Russian oil to prevent domestic economic collapse”, Voloshin said.

If secondary sanctions on Russian oil are reintroduced, he added, buyers may demand much lower prices to compensate for the increased legal and financial risks of dealing with Moscow. “At the same time, in the presence of a continued severe market disruption, the US is very likely to roll over [extend] current exemptions,” Voloshin said.

Which other energy-producing nations could benefit?

Two other major non-OPEC energy producers that could benefit are Norway and Canada, experts say. However, this will largely depend on their capacity to increase production.

“Norway has already signalled its intent to maintain maximum gas and oil production to support European energy security, primarily selling to EU nations seeking to replace lost Iranian and Russian volumes,” Voloshin said. “Canada is exploring ways to increase its export capacity to the US Gulf Coast. However, like Russia, its ability to significantly ramp up production in the short term is constrained by pipeline throughput and infrastructure bottlenecks.”

Gulf countries are coming increasingly under attack from Iranian strikes as the United States-Israeli war on Iran continues to escalate.

On Friday, Saudi Arabia intercepted multiple waves of Iranian drones and Kuwait Petroleum Corporation said its Mina al-Ahmadi refinery had been targeted by several early-morning drone attacks, leading to some units being shut down.

Gulf countries have repeatedly insisted that their defences are sufficient to repel these Iranian strikes. However, they also have military partnerships and agreements in place with other countries which could potentially provide more assistance as tensions escalate.

In this explainer, we look at what these partnerships are, how they are helping the Gulf and whether they could do more.

What military partnerships do the Gulf countries have?

The Gulf countries have a handful of military partnerships of different kinds.

Qatar

Qatar is home to the largest military base hosting US assets and troops in the region – Al Udeid.

The 24-hectare (60-acre) base, located in the desert outside the capital Doha, was established in 1996 and is the forward headquarters for US Central Command, which directs US military operations in a huge swath of regional territory stretching from Egypt in the west to Kazakhstan in the east.

It houses the Qatar Emiri Air Force, the US Air Force, the United Kingdom’s Royal Air Force, as well as other foreign forces.

Qatar is the second largest Foreign Military Sales (FMS) partner to the US after Saudi Arabia. FMS is the official, government‑run channel the US uses to sell weapons, equipment and services to other governments.

In January, the US State Department said that “recent and significant” sales to Qatar included the Patriot long-range missile system, the National Advanced Surface to Air Missile System, early warning systems, radars and attack helicopters.

On September 9, 2025, Israel struck a residential area of Qatar’s capital, Doha, targeting senior leaders of Hamas including negotiators for a ceasefire in Israel’s genocidal war in Gaza.

On September 29, US President Donald Trump signed an executive order reaffirming support for Qatar, saying: “The United States shall regard any armed attack on the territory, sovereignty, or critical infrastructure of the State of Qatar as a threat to the peace and security of the United States.”

On Wednesday, Israel struck Iran’s critical South Pars gasfield. Soon after, Iran retaliated, hitting a major gas facility at Qatar’s Ras Laffan plant.

In response, Trump wrote in a Truth Social post guaranteeing that Israel would not attack the South Pars field again unless Iran again “unwisely” attacked Qatar.

Trump added that, if it did, the US “with or without the help or consent of Israel, will massively blow up the entirety of the South Pars Gas Field at an amount of strength and power that Iran has never seen or witnessed before”.

There is also a Turkish military base in Qatar as the two countries collaborate via defence cooperation agreements and joint training.

In recent years, Qatar has also strengthened ties with the United Kingdom through joint training and exercises and with France from which it buys weapons.

Earlier this month, UK Prime Minister Keir Starmer said he would send four additional Typhoon fighter jets to Qatar to help with defence.

Despite initially stating that the UK would not permit the US to use UK bases for strikes on Iran, Starmer partially relented on March 1 when he granted a US request to use UK bases for “defensive” strikes on Iranian capabilities.

Nevertheless, Starmer has stated that the UK will not send its own assets or troops or otherwise become involved in the ongoing war.

Saudi Arabia

Saudi Arabia hosts US military assets and personnel at the Prince Sultan Air Base (PSAB), located near Al Kharj, southeast of Riyadh.

Saudi Arabia is also the largest Foreign Military Sales (FMS) partner of the US.

There is no formal mutual‑defence treaty between the US and Saudi Arabia, similar to NATO’s Article 5. Instead, there are defence cooperation agreements between Riyadh and Washington.

Pakistan and Saudi Arabia have had a decades-long security partnership. This was strengthened in September 2025, when the two countries signed a formal mutual defence pact.

The extent to which Pakistan, which shares a 900km (559-mile) border with Iran in its southwest, can and will intervene is unclear, however.

On March 3, Pakistan’s Deputy Prime Minister and Foreign Minister Ishaq Dar told a news conference he had personally reminded Iranian Foreign Minister Abbas Araghchi of Pakistan’s defence obligations to Saudi Arabia.

“We have a defence pact with Saudi Arabia, and the whole world knows about it,” Dar said. “I told the Iranian leadership to take care of our pact with Saudi Arabia.”

An estimated 1,500 to 2,000 Pakistani troops are stationed in Saudi Arabia.

United Arab Emirates

The UAE also hosts US assets and personnel at its Al-Dhafra airbase, including advanced aircraft such as F-22 Raptor stealth fighters and various surveillance planes, drones and airborne warning and control systems (AWACS).

On Thursday, the US announced an $8.4bn arms deal with the UAE, for the Gulf nation to buy drones, missiles, radar systems and F-16 aircraft.

Recently, the UAE has bolstered its military partnership with India. In January this year, the president of the UAE, Sheikh Mohamed bin Zayed Al Nahyan, visited India.

During this meeting, India and the UAE reaffirmed the India-UAE Comprehensive Strategic Partnership. Established in 2017, this is a bilateral agreement focused on defence cooperation, energy security and technology exchange.

The UAE and India do not have a mutual defence-style agreement in place, however.

Oman

The US has long-term access agreements for key air and naval facilities in Oman, notably the Port of Duqm and Port of Salalah, both of which have been subject to Iranian strikes over the past three weeks.

The UK and Oman also have a defence cooperation agreement and conduct regular joint exercises.

Pakistan and Oman also have military ties where they hold regular joint naval exercises.

However, there are no mutual defence commitments in place.

Bahrain

The US operates the Naval Support Activity (NSA) in Bahrain. Home to the US Navy’s Fifth Fleet, the base provides security to ships, aircraft, detachments and remote sites in the region.

Bahrain and the UK also have a comprehensive security pact. Earlier this month, Starmer held talks with King Hamad bin Isa Al Khalifa of Bahrain and confirmed that the UK would send aircraft to bolster Bahrain’s security.

Kuwait

Kuwait hosts Camp Arifjan, a major US Army installation that functions as the main logistics, supply and command hub for US military operations across the Middle East, especially within the US Central Command (CENTCOM) area of responsibility.

On Thursday, the US announced an $8bn arms deal with Kuwait – for air and missile defence radar systems.

In 2023, Kuwait signed an agreement on military cooperation with Pakistan, focusing on joint training and military exercises.

These are not mutual defence agreements, however.

What could these partners be doing to better assist Gulf countries?

Experts say military allies of Gulf nations could provide naval escorts to ships transiting the Strait of Hormuz. One-fifth of the world’s oil and gas supplies are shipped through this route in peacetime from Gulf producers.

On March 2, Ebrahim Jabari, a senior adviser to the commander-in-chief of Iran’s Islamic Revolutionary Guard Corps (IRGC), announced that the Strait of Hormuz – through which 20 percent of the world’s oil and gas is transported – was “closed”. This has contributed to the recent surge in oil prices, which have surpassed $100 a barrel, compared with the pre-war Brent crude price of about $65.

In recent days, countries have been individually scrambling to negotiate safe passage for ships with Iran. A handful of mainly Indian, Pakistani and Chinese-flagged ships have been able to get through as a result.

“Pakistan and India are working with Iran to ensure of safe passage of tankers for their markets,” David Roberts, a senior academic in international security and Middle East studies at Kings College London, told Al Jazeera.

Roberts said that theoretically, the countries could also offer a naval escort for their tankers and other tankers.

“As neutrals, this might be a plausible gambit, but would need the acquiescence of Iran. Support establishing a shipping channel from the monarchies to China, Pakistan, India is plausible with concerted pressure from the three states, but Iran will be reluctant to give up that pressure point.”

Roberts said that European countries on the other hand, are “stretched thinly” when it comes to offering any such military support in the Strait of Hormuz.

He suggested the UK could send “another plane or two” to Qatar to join their joint Typhoon squadron. However, he added that it is difficult to make predictions about what support is likely to be forthcoming.

“Gulf states clearly need support. But it’s not clear what can be offered by anyone,” Roberts said.

He added they likely need more munitions for missile defence but stocks are tight everywhere.

EXPLAINER

Tehran has warned of zero restraint if energy facilities are attacked again, while Netanyahu signals that there could be a ‘ground component’ to the war.

Iran has warned it will show “zero restraint” if its energy facilities are attacked again, a day after Israel struck the South Pars gasfield and Tehran attacked energy sites across the Gulf.

In the United States, President Donald Trump raised controversy during a meeting with Japan’s Prime Minister Sanae Takaichi by invoking the 1941 bombing of Pearl Harbour while defending the element of surprise in the Iran attack.

Meanwhile, as the conflict intensifies, concerns over supply disruptions have pushed global oil and gas prices higher, with sharp increases reported across the United Kingdom and Europe.

In Iran

• Escalation: After Israel struck Iran’s South Pars gasfield, Tehran hit targets in Haifa, Israel, and Ras Laffan, Qatar, warning of “zero restraint” if its energy facilities are attacked again and claiming Iran has only used a “fraction” of its firepower so far.
• Widespread regional missile strikes: Iran’s Islamic Revolutionary Guard Corps (IRGC) announced a new wave of missile and drone attacks on US bases and central and southern Israel, including Tel Aviv, Haifa, and Jerusalem.
• Humanitarian toll:  The Iranian Red Crescent Society reported that more than 18,000 civilians have been injured and 204 children have been killed in Iran since the war began on February 28. In all, more than 1,400 people have been killed in Iran.
• US airbase in Germany: Iran said it had asked Germany to clarify the role of the Ramstein Air Base in the war. “The role of Ramstein is not officially clear for us,” Tehran’s ambassador to Germany, Majid Nili, said. The Ramstein Air Base matters because it is one of the US military’s most important hubs and a key link in operations in the Middle East.
• Macron eyes UN action on Hormuz: French President Emmanuel Macron said he will consult United Nations Security Council members on a framework to secure navigation in the Strait of Hormuz, a vital global chokepoint through which about 20 percent of the world’s oil and gas flows – once fighting subsides.

In the Gulf

• Gulf attacks: UAE and Kuwaiti air defences were responding to missile attacks on Friday, authorities in the Gulf states said. Saudi Arabia’s Ministry of Defense said it had intercepted and destroyed 10 drones in the country’s east and another in the north.
• UAE arrests: Authorities detained at least five members of a “terrorist network” linked to Iran and Hezbollah that allegedly used business fronts to infiltrate the economy as part of a coordinated external plan, the official WAM news agency reported.
• Qatar – Ras Laffan attack: Iran hit Qatar’s key LNG facility, cutting about 17 percent of output for as long as five years, the CEO of QatarEnergy has said. With Qatar supplying 20 percent of global LNG, disruptions are expected, with force majeure likely on some contracts to Belgium, Italy, South Korea, and China. Diplomatically, Qatar’s prime minister and Turkiye’s foreign minister held a joint news conference condemning the act of sabotage as a “dangerous escalation” by Iran. On Thursday, Qatar’s defence forces again reported ballistic missile attacks.
• Missile and drone interceptions in Bahrain: Bahrain’s Defence Force reported shooting down five incoming missiles recently, bringing its total interceptions to 139 missiles and 238 drones since the start of the conflict more than two weeks ago.

In the US

• ‘Pearl Harbour’ remarks: Trump defended not informing allies about the US strikes on Iran, saying “we wanted surprise.” He then turned to Japanese Prime Minister Sanae Takaichi, who was visiting the White House and was seated next to him, and invoked the 1941 bombing of Pearl Harbour, saying, “Who knows better about surprise than Japan? Why didn’t you tell me about Pearl Harbour, OK? Right?”
• Diplomatic shockwaves: Analyst Mireya Solis called Trump’s Pearl Harbour remark to Japan’s PM “unusual – a shock” that brings up a bitter rivalry rather than emphasising shared allied bonds.
• US war objectives unchanged: Defense Secretary Pete Hegseth said US goals remain the same since February 28 – targeting Iran’s missile systems, military industry and navy, and preventing a nuclear weapon, with no set end date.
• No US ground troops: Trump said he was not sending US ground troops to Iran, telling reporters: “If I were, I certainly wouldn’t tell you. But I’m not putting troops.” However, Trump has frequently changed his position on whether he is open to deploying boots on the ground in Iran.
• F-35 incident: A US F-35 fighter jet made an emergency landing at a Middle East airbase after a combat mission over Iran. The aircraft landed safely and the pilot is stable, while US officials investigate reports it may have been struck by Iranian fire. If that is the case, it would be the first US jet struck by Iran during the current war.

In Israel

• Explosions over Jerusalem: Israel’s military said it had identified three rounds of missile fire in the hour and a half preceding midnight, and another a few hours later.
• Netanyahu says Iran ‘decimated’: Israeli Prime Minister Benjamin Netanyahu said at a news conference he saw “this war ending a lot faster than people think … We are winning and Iran is being decimated.”
• Trump and Netanyahu: Netanyahu also denied that Israel “dragged” the US into the war, asking, “Does anyone really think that someone can tell President Trump what to do?”
• Israel ‘acted alone’: The PM also said Israel acted on its own when it struck an Iranian gasfield. “President Trump asked us to hold off on future attacks and we’re holding out.”
• Netanyahu signals possible ground phase: “It is often said that you can’t win, you can’t do revolutions from the air. That is true. You can’t do it only from the air. You can do a lot of things from the air, and we’re doing, but there has to be a ground component as well,” the Israeli prime minister said in his remarks.
• Next stage questions: Al Jazeera’s Rob McBride described Netanyahu’s comments about a possible ground component as “intriguing”, suggesting a potential next stage while raising questions about how it would unfold. Netanyahu’s remarks were also seen as an attempt to reassure Israelis that the nearly three-week war has been worthwhile.
• Core objectives: Netanyahu also reiterated goals of dismantling Iran’s nuclear programme, degrading its ballistic missile capabilities, and shaping conditions for a future without the “current regime”.
• Regional framing: “In a wider sense, he was also claiming that with their American allies, they were reshaping the Middle East altogether, and that the balance of power and the dynamics within that – that Israel, he said, had never been stronger, while Iran, he claimed, had never been weaker,” McBride said.

In Lebanon

• Severe humanitarian crisis and displacements:  Since Israeli attacks on Lebanon escalated on March 2, the death toll in the country has surpassed 1,000 people, with at least 2,584 wounded. Furthermore, residents in towns such as Machghara and Sahmar in the Bekaa Valley reported receiving threatening phone calls from foreign numbers urging them to evacuate.
• Ongoing clashes and military actions: Fierce fighting continues in southern Lebanon, where the Israeli army has expanded its ground troop presence. Hezbollah has claimed responsibility for multiple attacks, including firing missiles at Israeli soldiers and vehicles in the southern Lebanese towns of al-Aadaissah, Meiss el-Jabal, and Maroun al-Ras.
• Diplomatic efforts for a truce: Amidst the heavy fighting, Lebanese President Joseph Aoun has renewed calls for a truce and the opening of negotiations with Israel to end the war.

Oil and gas

• Global economic effect: The Ras Laffan strike cut about 17 percent of LNG capacity, with losses near $20bn a year and an estimated 9 percent annual hit to Qatar’s gross domestic product, according to Al Jazeera’s Dmitry Medvedenko, who was reporting from Doha.
• Soaring global prices: Concerns over these supply disruptions have triggered a surge in global oil and gas prices. Gas prices have risen sharply across the UK and Europe. The ripple effects are being felt in developing nations as well; for instance, fuel prices in Zimbabwe recently topped $2 per litre for the first time as a direct result of the conflict’s effect on oil and gas exports.
• International pushback and warnings: Due to the escalating energy crisis, the European Council has urgently called for a moratorium on strikes against energy and water facilities.
• US may ‘unsanction’ Iranian crude: US Treasury Secretary Scott Bessent said Washington might “unsanction” Iranian oil that is already being shipped to ease oil prices. In comments to Fox Business, Bessent also said the US government could release more oil from its strategic reserves.

An Iranian missile struck an oil refinery in the Israel city of Haifa. The plant produces half of Israel’s domestic fuel supplies. Power was briefly disrupted before being restored, with no casualties reported. Iran’s Revolutionary Guard said it targeted refineries and military sites in the attack.

Iran’s strike on Qatar’s Ras Laffan gas facility will cut an estimated 17% of the country’s Liquefied Natural Gas export capacity for up to five years, officials say. The damage is a major blow to the global energy market, which could disrupt supplies to Europe, Asia and beyond.

CEO Saad al-Kaabi says QatarEnergy may have to declare force majeure on long-term contracts for up to five years.

Iranian ⁠attacks on Qatar have wiped out ⁠17 percent of its liquefied natural gas (LNG) export capacity, causing an estimated $20bn in lost annual revenue and threatening supplies to Europe and ⁠Asia, QatarEnergy’s CEO says.

Saad al-Kaabi told the Reuters news agency on Thursday that two of Qatar’s 14 LNG trains, the equipment used to liquefy natural gas, and one of its two gas-to-liquids facilities were damaged in Iranian strikes this week.

The repairs will sideline 12.8 million tonnes of LNG production per year for three to five years, he said.

“I never in my wildest dreams would have thought that Qatar would be – Qatar and the region – in such an attack, especially from a ‌brotherly Muslim country in the month of Ramadan, attacking us in this way,” al-Kaabi said in an interview.

His comments came hours after Iran on Wednesday launched a series of attacks on oil and gas facilities across the Gulf region after the Israeli military bombed its South Pars offshore gasfield.

Tehran has been firing missiles and drones across the Middle East in response to the United States-Israeli war on Iran, which began on February 28.

It also has essentially blocked the Strait of Hormuz, a critical Gulf waterway through which about one-fifth of the world’s oil and LNG supplies transit, fuelling soaring petrol prices and global concerns about rising inflation.

Iran’s attacks on energy infrastructure have heightened tensions with its Arab Gulf neighbours, who have condemned the strikes as a violation of international law.

Iranian Foreign Minister Abbas Araghchi said on Thursday that his country would show “ZERO restraint” if its infrastructure is struck again as the Israeli attack on the South Pars gasfield continued to spur condemnation.

“Our response to Israel’s attack on our infrastructure employed FRACTION of our power. The ONLY reason for restraint was respect for requested de-escalation,” Araghchi wrote on X.

“Any end to this war must address damage to our civilian sites.”

‘Stay away from oil and gas facilities’

During Thursday’s interview with Reuters, al-Kaabi said QatarEnergy may have to declare force majeure on long-term contracts for up to five years for LNG supplies bound for Italy, Belgium, South ⁠Korea and China due to the two damaged trains.

“I mean, these are long-term contracts that we have to declare force majeure. We already declared, but that was a shorter term. Now it’s whatever the period is,” he said.

QatarEnergy had declared force majeure on its entire output of LNG after earlier attacks on its Ras Laffan production hub, which came under fire again on Wednesday. “For production to restart, first we need hostilities to cease,” al-Kaabi said.

The damaged units cost about $26bn to build, al-Kaabi said. He also told Reuters that the scale of the damage from the attacks has set the region back 10 to 20 years.

“If Israel attacked Iran, it’s between Iran and Israel. It has nothing to do with us and the region,” he said.

“And so now, in addition to that, I’m saying that everybody in the world, whether it’s Israel, whether it’s the US, whether it’s any other country, everybody should stay away from oil and gas facilities.”

Qatar’s Foreign Ministry strongly condemns attack that caused “extensive damage” at the Ras Laffan complex.

Qatar’s Ministry of ⁠Interior says civil ⁠defence teams are responding to a fire at the country’s main gas facility after an Iranian attack.

In a statement on Wednesday, QatarEnergy said there was “extensive damage” following the “missile attacks” on Ras Laffan Industrial City.

“All personnel have been accounted for and no casualties have been reported at this time,” the world’s largest liquefied natural gas (LNG) producer added.

The announcements came hours after Iran threatened to attack oil and gas facilities across the Gulf region in retaliation for an Israeli attacks on its South Pars gasfield as the fallout from the United States-Israeli war on the country continues to escalate.

Iran’s warning was directed at Qatar’s Mesaieed Petrochemical Complex, Mesaieed Holding Company and Ras Laffan Refinery; Saudi Arabia’s Samref Refinery and Jubail Petrochemical Complex; and the United Arab Emirates’s Al Hosn Gas Field.

In a statement, Qatar’s Foreign Ministry strongly condemned “the brutal” Iranian targeting of Ras Laffan Industrial City.

“Qatar considers this assault a dangerous escalation, a flagrant violation of its sovereignty, and a direct threat to its national security,” it said.

On March 2, Qatar suspended LNG production following an attack on at its giant Ras Laffan facility, as well as on a water tank at a power plant in Mesaieed Industrial City.

As United States President Donald Trump tries to build a coalition of navies willing to open the Strait of Hormuz, some countries are negotiating safe passage directly with Iran, underscoring a new de facto reality, analysts say: Regardless of military results, Tehran is calling the shots on who gets to use the world’s most important energy waterway.

After US-Israeli strikes on Iran began on February 28 and killed Supreme Leader Ali Khamenei, the Iranian military leadership responded by focusing on its most potent form of leverage – Iran’s geography. The country controls the northern shore of the Strait of Hormuz, through which 20 percent of global crude oil and natural gas supplies pass. It is 33km (20 miles) wide at its narrowest point, so any naval force that wants to cross it becomes easy prey for Iranian attacks coming from the mainland.

Considering insurance companies’ low appetite for risk, it took relatively few attacks on vessels in the strait – or just the threat of them – to undermine market confidence and send insurance premiums shooting up, causing a near paralysis in maritime traffic. About 20 vessels have been attacked since the start of the war.

“Iran has effectively proven that it dictates the terms of passage through the strait. They have now shown they are the gatekeeper of this important chokepoint. This will elevate the status of Iran in the geography of the Gulf,” said Andreas Krieg, an associate professor in Security Studies at King’s College London and a fellow at King’s Institute of Middle Eastern Studies. This will be the new reality for the foreseeable future, he added.

Meanwhile, crude prices have risen above $100 a barrel, more than 20 percent higher than pre-war prices, forcing countries to make the biggest releases of emergency reserves in history. Gas prices have risen by more than 40 percent since the war began.

Trump initially floated the idea of ordering the US Navy to escort vessels through the waterway. He then appealed to some countries to send warships and warned NATO members they would face “a very bad” future if these allies failed to help in opening the strait. But the appeal was either turned down or received noncommittal responses. Japan said it had no plans to deploy naval vessels. Australia ruled out sending ships. The United Kingdom said it would not be drawn into the wider war. Germany sent a clear message: “This is not our war”.

Others decided to take action – but not of the kind that Trump asked for. On Saturday, two India-flagged gas tankers passed through the strait after days of negotiations between New Delhi and Tehran, including a phone call between Indian Prime Minister Narendra Modi and Iranian President Masoud Pezeshkian. Ships from Pakistan, Turkiye and China also have transited through the Strait of Hormuz. The Financial Times has reported that Italy and France have also reached out to Iran for deals although Italian authorities have rejected making such an overture.

Meanwhile, Windward, a maritime intelligence tracking group, said that while traffic in the strait on Tuesday remained 97 percent below average, a growing number of ships have been passing through Iran’s territorial waters, suggesting that Tehran is allowing “permission-based transit”.

‘It is up to us to decide’

There is a precedent for US naval forces to escort convoys through the strait dating back to the Iran-Iraq War in the 1980s. But today’s scenario is different, experts said. Back then, the US, while it was backing Iraqi leader Saddam Hussein, was not a direct party to the conflict. Iran was still in a post-revolutionary process of consolidating power, and its Islamic Revolutionary Guard Corps was nowhere near as organised as it is today.

Today, Iran has drones that its factories are capable of producing on a large scale and has been using them. Iranian forces could also use small boats to assault tankers, deploy mines and engage in other guerrilla-style tactics. While there are conflicting reports on whether Iran has placed mines in the strait, experts said it would be a counterproductive move for Tehran because it would disrupt the passage for any ships – Iranian vessels included – and it would take away from Tehran the power to choose who may pass.

Iranian officials are aware of their geographic advantage. “This is up to our military to decide,” Iranian Foreign Minister Abbas Araghchi said on Sunday, referring to who will be allowed to use the strait.

Pro-government figures increasingly frame the Strait of Hormuz as a strategic bargaining tool beyond the war itself, suggesting the waterway could be used to extract compensation, sanctions relief or broader economic concessions after the war, Hamidreza Azizi, an expert on Iran and visiting fellow with the German Institute for International and Security Affairs, commented on X.

Recent attacks seem to suggest that Iran wants to increase its pressure on the energy market.

On Tuesday, a drone attack caused a fire at the port of Fujairah, the United Arab Emirates’s only crude export terminal. It is located outside the eastern entrance of the Strait of Hormuz, allowing its exports to circumvent it. The Iran-backed Houthis in Yemen could also further squeeze oil prices by disrupting the Bab al-Mandeb strait. That would force the US to operate across multiple maritime theatres. So far, the Houthis have not carried out such attacks, but this month, they said they were ready to strike at any ‌moment.

Still, the US is focused on applying maximum pressure on Tehran and forcing it to open the Strait of Hormuz. The US Central Command, the US military’s combat command responsible for operations in the Middle East, said early on Wednesday that its forces had used 2,270kg (5,000lb) bunker-busting munitions against antiship missile sites along Iran’s coastline near the Strait of Hormuz.

Trump has also ordered amphibious ships carrying thousands of US Marines to move to the Middle East, and some experts believe the US might try to seize Kharg Island, a tiny piece of land in the northern Gulf where 90 percent of Iranian crude oil is exported from. The US has already bombed what it said were military sites on the island.

Such an operation, however, might do little to force Iran into opening the Strait of Hormuz, Krieg said. The island is 500km 310 miles) from the strait, and should the US take control of it, it would expose US Marines to Iranian fire. Should Iran see its key terminal being seized, it could also opt to mine the strait outright, having fewer reasons to allow some vessels to pass through.

“The issue with the Strait of Hormuz is really not a military one. … It’s a market issue, and confidence cannot be restored by the military. Confidence can be restored through diplomacy only,” Krieg said.

The national power grid comes back on after Cuba’s 10 million people were plunged into darkness overnight.

Cuba has reconnected its power grid and brought online its largest oil-fired power plant, energy officials said, putting an end to a nationwide blackout that lasted more than 29 hours amid a United States move to choke off the island’s fuel supply.

After the country’s 10 million people had been plunged into darkness overnight, the Caribbean island’s national power grid had fully come back online by 6:11pm (22:11 GMT) on Tuesday. However, officials said power shortages may continue because not enough electricity is being generated.

In addition to cutting off oil sales to Cuba, US President Donald Trump has escalated his rhetoric against the Communist-run island, saying on Monday he could do anything he wanted with the country.

A US State Department official blamed the Cuban government for the grid collapse, calling blackouts a “symptom of the failing regime’s incompetence”.

Cuban President Miguel Diaz-Canel fired back at Washington, criticising its “almost daily public threats against Cuba”.

“They intend to and announce plans to take over the country, its resources, its properties, and even the very economy they seek to suffocate in order to force us to surrender,” Diaz-Canel wrote on social media on Tuesday night, shortly after power returned nationwide.

Cuba has yet to say what caused Monday’s nationwide grid failure, the first such collapse since the US cut off the island’s oil supply from Venezuela and threatened to slap tariffs on countries that ship fuel to the nation.

By midday on Tuesday, grid workers successfully fired up the Antonio Guiteras power plant, a decades-old behemoth that underpins the country’s power grid.

Daily blackouts

Electricity generation, hampered by dire fuel shortages and antiquated power plants, is still far below what is necessary to meet demand, providing scarce relief for Cubans already exhausted from months of blackouts.

Most Cubans, including those in the capital, Havana, were seeing 16 or more hours of blackout daily even before the latest grid collapse.

“It affects every aspect of our lives,” said Havana resident Carlos Montes de Oca, noting that the outages had thrown simple necessities such as food and water supply into disarray. “All we can do is sit, wait, read a book… otherwise the stress gets to you.”

Much of Cuba was overcast through the afternoon on Monday as a cold front neared the island, casting shadows on the solar parks that account for a third or more of daytime generation.

Cuba has received only two small vessels carrying oil imports this year, according to LSEG ship tracking data seen by Reuters on Monday. On Tuesday, a Hong Kong-flagged tanker that could be carrying fuel to Cuba resumed navigation after suspending its course weeks ago in the Atlantic Ocean, the data showed.

Cuba and the US have opened talks aimed at defusing the crisis, among the most acute since 1959, when Fidel Castro forced a US ally from power on the island.

Neither side has provided details of the ongoing negotiations, although Trump has portrayed Cuba as desperate to make a deal.

Cubans, no strangers to hardship, saw little choice but to stay calm.

“We still don’t have power at my house,” said Havana resident Juana Perez. “But we’ll take it in stride, as we Cubans always do.”

All eyes are on the Strait of Hormuz.

The longer it remains closed, the greater the damage to the global economy.

Iran continues to block tankers from shipping close to 20 percent of the world’s oil supply.

That is roughly twice the disruption the world suffered during the energy shock of the 1970s.

Big oil shocks have historically led to considerable economic turmoil, high inflation, stagnation and recession.

Oil and gas prices are already surging, and economies are expected to slow.

From American consumers to Chinese factories and European households, people across the world are already feeling the effect.

Several Gulf energy producers have declared force majeure on oil and gas shipments after disruptions to shipping through the Strait of Hormuz due to the US-Israeli war on Iran. Al Jazeera’s Alma Milisic explains what the legal term means and how it could affect global energy markets.