
Global energy supply chains are under renewed strain as disruptions cascade through critical infrastructure and trade routes. Russia cut gas supplies to Armenia for 10 days starting Sept. 15, citing pipeline maintenance, leaving Yerevan to rely on domestic reserves and increased imports from Iran, according to Gazprom Armenia. The halt coincides with cooling relations between Moscow and Yerevan, as Armenia’s Prime Minister Nikol Pashinyan has signaled plans to seek EU membership and diversify energy sources.
The Strait of Hormuz crisis has already exposed vulnerabilities, with a McKinsey Global Institute analysis calling the 2026 disruption the largest recent energy-supply shock, affecting 14% of global oil and gas at its peak. Alternative routes are also at risk: Saudi Arabia’s East-West pipeline, a key bypass for Hormuz, was disrupted, and repairs may take weeks, according to Polish energy reports. The pipeline had carried about 4 million barrels per day, including supplies bound for Polish refineries in Płock and Gdańsk.
Meanwhile, Iran and Russia have developed a multi-year joint plan to counter Western sanctions, Fox News reported, citing a 44-page Russian government document. The measures aim to circumvent restrictions as both countries face growing isolation. Turkey and Azerbaijan are also in talks to maximize the capacity of the Baku-Tbilisi-Ceyhan pipeline, with Turkey’s energy minister pushing to increase its throughput to 1 million barrels per day, up from current levels of over 600,000 barrels.
Ukraine and Hungary have agreed to build fuel storage facilities near their border to protect Ukrainian reserves from Russian strikes, according to a memorandum signed by Naftogaz and MOL at the Carpathian Eight summit. The project seeks to diversify Ukraine’s fuel supply routes amid sustained attacks on its energy infrastructure.
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12 further sources not geolocated