Easter energy reading 🐣
And some non-energy bits too
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Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
War in Iran convulses energy markets
Hormuz closure and Qatar LNG shut-in trigger extreme volatility in gas, LNG and freight charter rates. The outlook is dire, especially for Europe, but not unremittingly so.
War profits, quantified
As Middle East regional war upends global gas markets, US LNG exporters and traders stand to pocket a multi-billion-dollar windfall
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else