Intelligence Report
EU Response to the Energy Crisis Triggered by the Iran War
This report covers the period 28 February - 12 March 2026 and documents the European Union's institutional and legislative response to energy market disruption caused by the US-Israel strikes on Iran.
Market Indicators
It provides commodity price data (TTF gas, Brent crude), tracks specific EU legal acts and regulations (including the January 2026 Russian gas import ban, IRGC terrorist designation), political declarations by EU leaders, and the Commission's official "wait and see" stance - contrasted with its emergency interventions under Art. 122 TFUE in 2022.
Legislative & Institutional Developments
The report catalogues the 10 March energy package (SMR strategy, PINC nuclear investment plan, Citizens' Energy Package) with full COM document references, March infringement proceedings, von der Leyen's parliamentary address with energy price breakdown, IEA oil reserve release coordination, and leaked draft conclusions ahead of the 19–20 March European Council summit — including the Italian push to suspend ETS.
Data Coverage
EU legislative references
Commodity price movements
Institutional timelines
Source URLs
Political statements with dates