World risk · Energy and resources

Iranian gas to Iraq stops for a week or more

The test Between 3 Nov 2026 and 3 Nov 2027, Iranian gas flows to Iraq stop completely for seven days or more in a row, on Iraq's Electricity Ministry's statements.

Not under way · Confidence: medium · Reviewed 3 Nov 2026 · Scores from 1 to 10

This page answers: What could happen, how it is scored, and who is exposed?

Using this page
  1. Read the two scores: Likelihood and Impact are kept apart.
  2. Check what is happening, each fact with its source.
  3. Use the calendar for the dates to watch.

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Likelihood
6Elevated steady this month
Impact
4Elevated steady this month
Breadth4
Depth4
Duration3
Hard to substitute6
Canada pointNot added0

Impact is the average of the four parts, rounded, plus one point when Canada is directly hit on two or more channels, up to 10.

Two separate scales from 1 to 10. Strature never multiplies or merges them.

What changed

Dated, newest first

  1. NYT (relayed): strike plans after the midterms [4]

Why it matters

Iranian gas fuels about a third of Iraq's power. Flows stopped completely three times in four months: in late November 2025, from 23 Dec 2025 and on 18 Mar 2026. On the ministry's statements the December halt ran until 25 Feb 2026. Supply was about 5m m3 a day in May, a sixth of what Iraq needs, and new strikes on Iran were reported planned for after the US midterms.

Why Likelihood 6 Recurring: one qualifying halt in 36 months, near misses in November 2025 and March 2026. Pushes: last winter's halt; Iran's winter shortfall; reported strike plans. Brakes: Iran's revenue interest; quick restarts. The window holds a full winter: leaning towards it, 6.

The other facts on file (9)
  • Ministry: Iranian gas stops completely 27 Nov 2025 (maintenance) [5] (27 Nov 2025)
  • Flows resumed 1 Dec 2025 at 5m m3 after what Rudaw called a fortnight-long suspension [6] (1 Dec 2025)
  • Ministry 23 Dec 2025: Iran notified complete cessation; 4,000-4,500 MW lost [7] (23 Dec 2025)
  • Ministry 25 Feb 2026: supplies resumed after the December halt (Reuters) [8] (25 Feb 2026)
  • Iranian gas to Iraq completely halted 18 Mar 2026; about 3,100 MW offline [1] (18 Mar 2026)
  • Flows resumed about 5m m3/d by 21 Mar; grid about 14,000 MW [2] (21 Mar 2026)
  • Iran supplies a third to 40% of Iraq's gas and power needs; peak about 30m m3/d [3] (7 May 2026)
  • Summer demand about 40 GW vs about 29 GW output; US waiver expired 8 Mar 2025 [3] (7 May 2026)
  • Blackouts of up to 12 hours in 2025 led to protests [3] (7 May 2026)

Where it sits

IRAQSYRIAKUWAIT11. Iranian gas to Iraq stops for a week or more: Elevated impact · possible (placed at the country)1 Iran gas to Iraq stopsa weekElevated impact · possibleIRAN GAS TO IRAQ STOPS A WEEK0300 kmat 33°NMap data: Natural Earth (public domain).
IRAQSYRIAKUWAIT11. Iranian gas to Iraq stops for a week or more: Elevated impact · possible (placed at the country)1 Iran gasto Iraq stopsa weekIRAN GAS TO IRAQ STOPS A WEEK0300 kmat 33°NMap data: Natural Earth (public domain).

How it spreads

Sample, no data on file. No cited flows by country on file for this risk.

If

Between 3 Nov 2026 and 3 Nov 2027, Iranian gas flows to Iraq stop completely for seven days or more in a row, on Iraq's Electricity Ministry's statements.

Not under way

Channels 3 on the card

  1. CanadaNo Canadian loss sourced.
  2. EnergyEach full halt takes about 3,000 MW or more off Iraq's grid [1][2].
  3. Public orderLong blackouts have set off protests in southern provinces [3].

Goods 2

  • Natural gas
  • Electricity

Sectors 2

  • Energy and pipelines
  • Households

Countries 2

Who is exposed

No figure on file: Iraq, Iran.

Sectors
Energy and pipelines, Households
Goods
Natural gas, Electricity

Three scenarios and their signposts

  1. S1

    Steady trickle

    Flows stay low but do not stop.

  2. S2

    Cut-off

    New strikes on Iran's gas system stop exports for a week or more.

  3. S3

    Winter squeeze

    Iran keeps gas at home in the cold months, as it did in December-February.

The signposts of each scenario
PathSignpost
S1ministry statements of continued supply
S2an attack on South Pars after November 2026
S3the ministry reporting flows below 5m m3 a day

No probability is given for the three paths.

Dates to watch

Calendar

The dates to watch

A dot is a day, a bar a month or a year; a hollow mark is tentative. The line marks today.

  1. Jun 2027 Start of Iraq's peak power season [3] Tentative · Outside event
SourceStrature world-risk card; the dates cite the sources below.
Exhibit R-3 · IRAQ · strature.net

The other side

Flows came back within days in November 2025 and March 2026 [6][2], and Iran earns money from the sales.

Connected in Strature

Sources

8 sources, numbered as the text cites them

  1. Iraq faces power shortage as Iran halts gas supply after South Pars attack. The National · 18 Mar 2026 · News · confidence medium · retrieved 3 Nov 2026
  2. Iraq holds power at 14,000 MW as Iran gas resumes. Shafaq News · 21 Mar 2026 · News · confidence medium · retrieved 3 Nov 2026
  3. Iraq power 2026: war on Iran collapses the grid's last defenses ahead of peak summer. Shafaq News · 7 May 2026 · News · confidence medium · retrieved 3 Nov 2026
  4. Are fresh US-Israeli strikes on Iran in the pipeline?. France 24 · 22 Oct 2026 · News · confidence medium · retrieved 3 Nov 2026
  5. Iran stops gas exports to Iraq despite attack on Kurdistan's key field. Rudaw · 27 Nov 2025 · News · confidence medium · retrieved 3 Nov 2026
  6. Iran resumes gas exports to Iraq. Rudaw · 1 Dec 2025 · News · confidence medium · retrieved 3 Nov 2026
  7. Iran halts gas supplies to Iraq, triggering power shortfall. Pipeline and Gas Journal · 23 Dec 2025 · News · confidence medium · retrieved 3 Nov 2026
  8. Iranian gas supplies resume to Iraq, ministry says (Reuters). Cyprus Mail · 26 Feb 2026 · News · confidence medium · retrieved 3 Nov 2026

Reviewed 3 Nov 2026 · version 1 · last change: first review · All risks