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Italy’s Prime Minister Giorgia Meloni began a surprise diplomatic tour of Saudi Arabia, Qatar, and the United Arab Emirates, marking the first visit by a European Union leader to the Gulf since the outbreak of the U.S.-Israeli war with Iran in February. During her stop in Jeddah, Meloni is expected to meet Saudi Crown Prince Mohammed bin Salman, with discussions centered on regional security and strengthening ties with Gulf partners facing rising tensions and Iranian attacks.

The visit aims to reassure Gulf allies while safeguarding Italy’s energy needs as fuel prices rise and supply disruptions grow. Italy relies significantly on the region for energy, with Qatari liquefied natural gas previously covering about 10% of its gas consumption and Middle Eastern oil accounting for roughly 12% of imports. Ongoing conflict has disrupted shipments, including suspended LNG deliveries due to instability around the Strait of Hormuz and damage to part of Qatar’s export capacity.

To offset potential shortages, Italy is expanding energy partnerships beyond the Gulf. Meloni recently visited Algeria to secure additional gas supplies and plans a future trip to Azerbaijan, another key supplier. Italy also expects LNG deliveries from the United States’ Golden Pass facility starting in June, as Rome works to diversify energy sources and maintain supply stability amid escalating geopolitical uncertainty.

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Iran launched drone attacks on Kuwait’s Mina Al-Ahmadi oil refinery, causing fires and further straining global energy supplies, while Israel killed a spokesperson for Iran’s Revolutionary Guards in a targeted strike in Tehran. The ongoing U.S.-Israeli conflict with Iran has already disrupted oil and LNG flows through the Strait of Hormuz, affecting roughly 12% of global demand and sending Brent crude prices to $108 per barrel.

Air raids and missile barrages have shaken cities in Israel and Iran, with Israel targeting Iranian government facilities and Iran retaliating with strikes on multiple energy assets in the Gulf. The conflict has displaced millions and killed thousands, heightening tensions in the region and drawing warnings from European allies who emphasize de-escalation and the protection of international shipping lanes.

Despite U.S. and Israeli efforts to disable Iran’s missile and nuclear capabilities, Iran continues production and attacks, highlighting a complex war with no clear end. The crisis has severe economic implications, as energy disruptions are expected to impact supply chains for months or even years, prompting U.S. considerations for deploying additional troops to the region.

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