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21.03.26 - 13:36
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As Iran War Continues, Natural Gas Prices Soar (Bloomberg)
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Glenfarne Group CEO and Founder Brendan Duval joined Christina Ruffini and David Gura this morning on Bloomberg This Weekend to discuss how the Iran War is upending the market for the commodity. (Source: Bloomberg)...
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21.03.26 - 00:54
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Qatar Dethroned As ′LNG King′ As U.S. Seizes Throne, Reshaping Future Of Gas (ZeroHedge)
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Qatar Dethroned As 'LNG King' As U.S. Seizes Throne, Reshaping Future Of Gas
Submitted by Criterion Research President, James Bevan,
The geopolitical calculus underpinning global LNG supply through the early 2030s has shifted materially. Iranian drone strikes on Qatari LNG trains, delays to key expansion projects, and the indefinite closure of the Strait of Hormuz have created a compounding threat to Qatar's LNG position that goes well beyond a construction delay. What had been framed as a two-horse race for global LNG market share now looks considerably more one-sided. The beneficiary is clear: U.S. Gulf Coast LNG.
At Criterion Research, our outlook is for US LNG exports to nearly double by 2030, with further upside in the coming decade.
Qatar's Gap Is Large and Getting Larger
While Qatar's loss of 12.8 MTPA for 3 to 5 years due to Iranian strikes is a serious blow to Qatar's 77 MTPA export capacity, it is not a global catastrophe on its own. What is worrying is that Iran has ...
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