Positioned as a durable bridge fuel with long-term demand support from energy-intensive AI technology.

Critical input for high-heat manufacturing and AI infrastructure; supply disruptions in Asia pose a risk to global production.

Potential disruption of Gulf exports due to conflict with Iran could cause significant price swings.

Geopolitical instability involving major energy players like Russia and Iran may cause sudden supply disruptions and price increases.

Trading at 6-month lows due to limited export capacity trapping surplus supply within North America.

Prices are unlikely to return to normal levels due to sustained global market pressure; prices have already risen 70%.

Acts as the marginal fuel that sets electricity prices; subject to geopolitical volatility and infrastructure risks in the Middle East.

Supply flows cut off and facilities drained; recovery expected to take months even after hostilities end.

Geopolitical instability and transit disruptions are projected to keep prices high.

LNG cargo delays from exporters like Qatar to importers like Japan indicate an imminent supply shock.