DEEP DIVE: Is Russia losing its grip on Arctic energy resources?
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🎧 US-Iran ceasefire extended, Hormuz still closed to LNG. Could the Strait dominate the US midterms? We created three new LNG supply scenarios to find out.
Does the mispricing thesis still hold water? Either the data is wrong, or the market is.
Quick re-opening, or prolonged disruption? Model how Middle East diplomacy and conflict impact fast-changing global LNG supply balances, in our improved scenario engine.
War shut in one of the world’s most critical export arteries. The long-promised supply wave is finally arriving. Which force wins, when, and by how much? Our new scenario data model brings clarity to the confusion.