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13.04.26 - 18:30
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Taiwan Helium Imports Rapidly Shift From Qatar To U.S. As Global Energy Flows Are Rewired (ZeroHedge)
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Taiwan Helium Imports Rapidly Shift From Qatar To U.S. As Global Energy Flows Are Rewired
We've been tracking the global rewiring of energy flows from the start, including identifying who stands to emerge as the net beneficiary of the U.S.-Iran conflict and the resulting disruption across the Gulf theater. Early in the conflict, we cited energy research firm Criterion, which noted that Qatar had been dethroned as the "LNG king" as the U.S. seized the throne, reshaping the future of global gas markets.
None of this should come as a surprise. Eurasian energy flows have been rewired over the last four years, first by the Russia-Ukraine war and now by the U.S.-Iran conflict. Nord Stream was an early turning point in that structural shift, and the latest Gulf disruptions have only accelerated it.
What had been obvious to energy analysts for weeks finally broke into the mainstream over the weekend, with even Fox News plastering charts showing the U.S. has become the world's emergency gas...
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