Post-Iran Conflict: Why LNG Markets Face a Longer, Bumpier Recovery Than Oil
While Goldman Sachs and other analysts project a relatively swift rebound in Gulf oil output once the Strait of Hormuz reopens and the ceasefire holds, the outlook for liquefied natural gas (LNG) markets is markedly more cautious. Roughly 20% of global LNG supply—primarily from Qatar—has been disrupted by the conflict, with physical damage to liquefaction […]
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