The global energy transition was once defined by energy security, affordability, and environmental sustainability. But a new era of geopolitical conflict has reshaped the energy trilemma, with national security the overriding priority.
While the rest of the world is mainly concerned about the energy disruptions caused by the Iran war, the Gulf countries are more anxious about the Islamic Republic’s threats to their desalination facilities. If the US attempts to seize Kharg Island, it could spell disaster for the region's "saltwater kingdoms."