📅 February 28, 2026
🌍 Indonesia
🏭 Middle Eastern sulphur producers (Saudi Arabia, UAE, Qatar, Iran), Indonesian HPAL nickel refineries (PT Weda Bay Nickel, Chinese-backed smelters in Sulawesi and North Maluku)
📦 Nickel Mining and Refining
🔖 military attack
Iran conflict disrupts sulphur shipments through the Strait of Hormuz, threatening Indonesia's nickel refineries and global supply of stainless steel and EV batteries.
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📅 March 01, 2026
🌍 European Union
🏭 Gazprom PJSC (Russia), Novatek PJSC (Russia - LNG), TurkStream pipeline (Russia-Turkey-Bulgaria-Serbia-Hungary), Yamal LNG (Russia - Arctic LNG exports)
📦 Natural Gas
🔖 geopolitical sanctions
Track the EU ban on Russian gas imports as the Iran war energy shock threatens Europe's supply security. Timeline and country-by-country analysis.
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📅 February 28, 2026
🌍 Azerbaijan
🏭 Global aviation network - Armenia-Azerbaijan air corridor (northern bypass), Egypt-Saudi-Oman air corridor (southern bypass), Gulf megahubs (Dubai DXB, Doha DOH, Abu Dhabi AUH)
📦 Air Transport
🔖 military attack
Azerbaijan becomes a single point of failure for Europe-Asia flights as airspace closures over Iran, Iraq and the Gulf compound Russian overflight bans.
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📅 March 01, 2026
🌍 United Kingdom
🏭 QatarEnergy (Ras Laffan LNG), Norwegian pipeline gas (Equinor, via Langeled and Vesterled pipelines), US LNG exporters, National Gas (UK transmission operator), Centrica (Rough storage facility owner)
📦 Natural Gas Supply
🔖 military attack
UK gas reserves drop to 1.5 days of supply as Iran's Strait of Hormuz closure and Qatar LNG shutdown trigger record wholesale prices and energy security fears.
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📅 February 28, 2026
🌍 Iran
🏭 Saudi Aramco (Ras Tanura, 550,000 bpd), Kuwait National Petroleum Company (Mina Al Ahmadi, 346,000 bpd), Bahrain Petroleum Company (Sitra, 380,000-400,000 bpd), QatarEnergy (Ras Laffan LNG and refining operations), National Iranian Oil Refining and Distribution Company (Bandar Abbas, Abadan, Persian Gulf Star refineries), Abu Dhabi National Oil Company (Fujairah terminal and Jebel Ali refinery)
📦 Oil Refining
🔖 military attack
Dozens of Gulf refineries shut down in days. Restarting them takes weeks. How oil refining physics turned the Iran war into a global supply crisis.
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📅 December 11, 2025
🌍 China
🏭 China (NDRC-directed suspension by major producers including Hubei Yihua, Guizhou Phosphate, Yunnan Yuntianhua), Saudi Arabia (Ma'aden Wa'ad Al Shamal Phosphate Company), United States (The Mosaic Company, Nutrien Ltd.)
📦 Fertilizer Production
🔖 export restriction
Global phosphate supply crisis 2026: China halts exports until August, Strait of Hormuz blocks Saudi shipments, U.S. production at low rates. Food security at risk.
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📅 March 02, 2026
🌍 Qatar
🏭 Qatalum (joint venture Norsk Hydro / QAMCO), Aluminium Bahrain (Alba), Emirates Global Aluminium (EGA), Ma'aden (Saudi Arabia)
📦 Aluminium Smelting
🔖 production shutdown
Gulf aluminium production halted as Iran conflict shuts smelters and blocks Strait of Hormuz, threatening 8% of global supply and surging prices.
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📅 February 28, 2026
🌍 Iran
🏭 Middle Eastern sulfur producers (QatarEnergy, Saudi Aramco, ADNOC, National Iranian Oil Company), Persian Gulf refineries and gas processing plants
📦 Chemical Manufacturing
🔖 military attack
Iran conflict halts sulfur exports through Strait of Hormuz, causing global sulphuric acid shortage impacting copper mining, fertilizers and food security
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📅 February 22, 2022
🌍 Ukraine
🏭 Ukrainian grain exporters (Odesa, Chornomorsk, Pivdennyi ports), Russian oil exporters (Novorossiysk, Tuapse ports), Caspian Pipeline Consortium (CPC), Kazakhstan crude oil exports via Novorossiysk
📦 Maritime Shipping
🔖 military attack
Track the Black Sea shipping crisis caused by the Russia-Ukraine war. Impact on grain exports, oil tankers, insurance costs, and global supply chains in 2026.
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📅 February 28, 2026
🌍 Yemen
🏭 Maersk, Hapag-Lloyd, CMA CGM, MSC Mediterranean Shipping Company, global container shipping industry
📦 Maritime Shipping
🔖 military attack
Track the Red Sea shipping crisis triggered by US-Israel strikes on Iran in 2026. Major carriers reroute via Cape of Good Hope, disrupting global supply chains.
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