Global Biofuel Output to Jump 70% by 2030 Driven by Gulf Energy Crisis
π± ENERGY SHIFT β A war premium is now being priced into the global energy mix through 2030. π LOOK CLOSER: A 70% biofuel surge by 2030 means the Gulf crisis is reshaping capital allocation globally, not just spot prices. Governments and refiners aren't betting on Hormuz reopening soon β they're hedging structurally. For Tehran, this is the long-term cost of the blockade: accelerating the very energy transition that erodes Iran's leverage permanently.