shortage.life · last_sync · 2026-09-11 00:00:00 UTCbuild 2215125 · node v22.22.2

// node

shortage.life
brussels
● online · 8 sources

// $_ exec

$ shortage scenario get caucasus-supply-risk-2026
> status: 0.31 MONITORING
> severity 2.5 / 5
> reviewed 2026-05-04

// readout · live

BRENT     $105.4/b ▼
TTF       €81.97/MWh ▲
OPEC_ORB  $108.8/b ●
SPR_US    286.6 Mb ▼
FAO_FFPI  133.3 ▲
revalidate 15mUTC 00:00:00
$_TICKER
BRENT$105.35▼3.95%TTF€81.97▲3.80%HH$2.82▼0.70%SPR_US286.6 Mb14.7dEU_GAS69.9%18c avgOPEC_ORB$108.79● flatFAO_FFPI133.3▲1.9%WHT$7.34/bu▼0.98%BRENT$105.35▼3.95%TTF€81.97▲3.80%HH$2.82▼0.70%SPR_US286.6 Mb14.7dEU_GAS69.9%18c avgOPEC_ORB$108.79● flatFAO_FFPI133.3▲1.9%WHT$7.34/bu▼0.98%
~/scenarios/caucasus-supply-risk-2026·methodology: v3.2cite · /api/v1/scenarios/caucasus-supply-risk-2026
// CAUCASUS-2026 · MONITORING

South Caucasus energy-supply risk.

3 South Caucasus economies · transit + supply

MONITORINGSTATUSMONITORING
MONITORINGPROBABILITY · INTERNAL0.31
MONITORINGSEVERITY2.5/ 5
MONITORINGLAST REVIEW2026-05-04
probability 0.31
READ MODE// long-form zoneEDITORIAL · scenario analysisscenario CAUCASUS-2026·last revision 2026-05-04
Scenario brief · v3.2 · 2026-05-04

South Caucasus energy-supply risk.

// The hypothesis

Transit disputes and infrastructure limits expose the energy supply of Georgia, Armenia and Azerbaijan to disruption.

3 South Caucasus economies · transit + supply

// Modelled impact

Landlocked Armenia and Georgia face higher import costs; Azerbaijan's export flows are sensitive to any pipeline interruption.

Probability and severity are internal estimates on the v3.2 methodology. DEMO data, not for citation.

[ 01 ]  $_SIMULATOR · interactive impact model

$_SIMULATOR · estimated impact · client-side model
SPARE ABSORBED0.95mb/d
CUSHION REMAINING2.85mb/d
EST. PRICE SHOCK+43%
RECOVERY HORIZON118days

Illustrative client-side estimate from base spare capacity 3.8 mb/d. DEMO model, not for citation.

[ 02 ]  $_COMMODITIES · affected

OIL.BRTBrent Crude · spot $105.43/bblGAS.TTFEU Gas TTF · spot $2.820/MMBtu

[ 03 ]  $_COUNTRIES · exposure

Georgia / GEOregion Eurasia · stress 0.48Armenia / ARMregion Eurasia · stress 0.54Azerbaijan / AZEregion Eurasia · stress 0.38

[ 04 ]  $_SCENARIOS · related register

// HORMUZ-2026ELEVATED · prob 0.34// SANCTIONS-Q3WATCH · prob 0.58// WHEAT-2026MONITORING · prob 0.22// MALACCA-2026WATCH · prob 0.18// EU-COLDSNAP-2026WATCH · prob 0.41// MONSOON-2026WATCH · prob 0.27// BLACKSEA-HALT-2026ELEVATED · prob 0.31// GULF-REFINERY-2026WATCH · prob 0.23// SAHEL-FAMINE-2026ELEVATED · prob 0.62// SNAPBACK-2026WATCH · prob 0.36// PAKISTAN-FX-2026WATCH · prob 0.33// GULF-HURRICANE-2026MONITORING · prob 0.44// RAREEARTH-2026WATCH · prob 0.38// IRAQ-GRID-2026WATCH · prob 0.29// IBERIA-GRID-2026WATCH · prob 0.30// FR-NUCLEAR-2026MONITORING · prob 0.24// EU-GAS-2026ELEVATED · prob 0.46// EU-INDUSTRY-2026WATCH · prob 0.52// BALKANS-GRID-2026WATCH · prob 0.41// UA-GRID-2026ELEVATED · prob 0.55// NORTHSEA-2026MONITORING · prob 0.33// NORDIC-HYDRO-2026WATCH · prob 0.37// PANAMA-2026WATCH · prob 0.44// CARIBBEAN-FUEL-2026ELEVATED · prob 0.48// CUBA-GRID-2026ELEVATED · prob 0.57// ANDEAN-HYDRO-2026WATCH · prob 0.40// US-GULF-2026WATCH · prob 0.36// EASTASIA-LNG-2026WATCH · prob 0.45// CENTRALASIA-2026WATCH · prob 0.43// LEVANT-2026ELEVATED · prob 0.54// SOUTHASIA-FERT-2026ELEVATED · prob 0.50// SEASIA-GRID-2026WATCH · prob 0.42// GULF-EXPORT-2026WATCH · prob 0.38// SAF-GRID-2026ELEVATED · prob 0.53// SAHEL-2026ELEVATED · prob 0.56// WAFRICA-POWER-2026WATCH · prob 0.47// EAFRICA-FX-2026WATCH · prob 0.46// MAGHREB-2026MONITORING · prob 0.30// CAFRICA-OIL-2026MONITORING · prob 0.34// ISLANDS-2026WATCH · prob 0.44// PACIFIC-FUEL-2026ELEVATED · prob 0.49// ANZ-ENERGY-2026MONITORING · prob 0.30// PACIFIC-CYCLONE-2026WATCH · prob 0.40// ALPINE-SWE-2026 · prob 0.62// EU-FOREST-2060 · prob 0.45// RIPARIAN-2026 · prob 0.50