Iran: Political and Energy Outlook Amid Intensifying Regional Risks

Despite Iranian protests appearing to lose steam, the threat of domestic unrest and foreign intervention remains. In a worst case, a potential US-Iran conflict could spillover and threaten vital regional energy exports. In this special report, Energy Intelligence lays out three likely pathways, with a base case scenario, Suppression and Defiance, where Tehran holds power with limited concessions but does not quell the economic unease, leaving the door open to future volatility. For the energy sector, renewed disorder and US military intervention present major downside supply risks, with Energy Intelligence providing production forecasts based on the political scenarios and implications for global energy flows.