How Energy Security Is Reshaping Dealmaking

Alantra Energy & Power Infrastructure

For years, energy markets operated within a relatively stable framework. Supply was global, pricing followed fundamentals, and disruptions, while impactful, were ultimately absorbed. That framework is now under strain.

The recent tensions between the U.S. and Iran served as another reminder that energy is not only an economic system, but a geopolitical one. While markets appear to have absorbed the initial disruption, broader implications remain: energy security, affordability and resilience are increasingly shaping how governments, corporates and investors allocate capital.