Data model
Update to the Hormuz LNG supply model
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.
Deep Dives
War vs. Glut: The Great LNG Reckoning
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.
The Energy Flux Podcast
The Pain Factor
🎧 Why markets anticipate a long Hormuz closure
Deep Dives
Hormuz on the brink?
Gunboat diplomacy, commodity shocks, and the price of escalation