Are Overlapping Geopolitical Disruptions the New Normal for Energy Investor–State Arbitration?
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Global energy markets have experienced a series of major disruptions since 2020 that have materially affected energy pricing, supply security, infrastructure utilisation and investment conditions. The COVID-19 pandemic produced a global demand shock followed by a rapid rebound. The Russo–Ukrainian war significantly impacted Europe’s gas supply architecture. The recent conflict in Iran has placed regional, aboveground energy infrastructure and shipping in the crossfire. These events have altered the risk environment against which energy investment values are assessed.
For tribunals, counsel and experts operating in this environment, the implications are significant: the causation and quantum frameworks commonly applied in periods of relatively lower volatility are being tested by overlapping disruptions.
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