# LNG
Latest news and articles about LNG
Total: 11 articles found
Beyond Oil: How a Protracted Iran Conflict Could Fracture Global Commodity Supply Chains
Bank of America’s analysis finds that a protracted Iran‑related conflict would ripple well beyond crude markets, hitting refined fuels, aluminium, fertilizers, copper and gas flows. The duration of disruption—especially to traffic through the Strait of Hormuz—determines whether price shocks remain manageable or trigger stagflation and deep commodity divergence.
Founder Sells into Rally as Losses Mount: Shaanxi Heimao’s Chairman Realises ~RMB170m After Two Years of RMB2.2bn Deficits
Shaanxi Heimao’s founder, Li Baoping, sold 32.79 million shares in a block trade that realised about RMB170.8m after buying the same stock a year earlier for roughly RMB100m. The company, a coking producer, has reported two consecutive years of heavy losses totalling more than RMB2.2bn and faces industry-wide headwinds including weak coke prices, high input costs and structural overcapacity.
KOSPI’s Collapse: Why a Korean Stock Rout Could Become a Global Market Time‑Bomb
A sudden, leverage‑fuelled collapse in South Korea’s KOSPI — driven by falls in AI‑hardware and memory stocks — has amplified risks well beyond Seoul because of Korea’s central role in global semiconductor supply chains and the prevalence of leveraged domestic investors. The rout was triggered by margin calls and an energy shock as Asian LNG prices spiked amid Middle East tensions, creating a pathway for spillovers to US tech stocks and broader markets.
Hormuz Shock Sends Investors Fleeing: Morgan Stanley Downgrades India as Energy Risk Rattles Asia
Morgan Stanley downgraded India to a neutral rating, warning that disruptions to flows through the Strait of Hormuz could sharply curtail oil and LNG supplies to Asia. The bank’s move reflects growing investor risk‑aversion and early capital outflows from emerging Asian markets amid fears of higher energy prices and downgraded earnings expectations.
Iran Strikes Al Udeid; Qatar Suspends LNG as Gulf Security Frays
Iran has conducted a third day of missile and drone strikes focused on the Al Udeid U.S. air base in Qatar, prompting QatarEnergy to suspend LNG production after two energy facilities were hit. Doha has declared a national emergency posture, and the attacks risk both a regional security escalation and disruption to global gas markets.
Hormuz Disruption Sends Oil and Gas Prices Soaring, Forces Central Banks to Recalculate
An adviser to Iran’s IRGC said the Strait of Hormuz had been closed, triggering a sharp spike in oil and gas prices as tankers halted transits and insurance and navigation risks rose. Attacks on Qatari LNG wells and broader Gulf tensions amplified fears of supply shortages, forcing policymakers and central bankers to reassess inflation and monetary policy risks.
Goldman Says Markets Have Priced an $18/Barrel 'Iran Shock' — A Warning of Strait of Hormuz Vulnerability
Goldman Sachs has priced an $18-per-barrel risk premium into crude markets amid reports of severe escalations involving Iran and damage to regional shipping. The premium reflects market concern that a closure of the Strait of Hormuz or other disruptions could swiftly remove millions of barrels per day from global supply, amplifying oil, gas and freight costs despite existing spare capacity and inventories.
Worst-Case Oil Shock Looms as Strait of Hormuz Incident Threatens Global Supplies
Following US and Israeli strikes on Iran and an IRGC ban on transit through the Strait of Hormuz, the global oil market faces the risk of a large supply shock. Analysts warn that prolonged disruption—especially if Saudi infrastructure were targeted—could send crude above $100 a barrel and push LNG back to 2022 highs, with wide economic consequences.
Trump Plans Official Visit to Greece — A Signal of Renewed U.S. Focus on the Eastern Mediterranean
The U.S. ambassador in Athens said President Trump plans an official visit to Greece, a declaration that signals growing American interest in the eastern Mediterranean. The trip — timing and itinerary still unknown — would have implications for regional energy projects, NATO dynamics and U.S. relations with Greece, Turkey, Israel and Cyprus.
U.S. Signals Renewed Focus on East Mediterranean as Ambassador Hints at Trump Visit to Greece
The U.S. ambassador to Greece said President Trump plans an official visit to Athens, a move that signals renewed American attention to the eastern Mediterranean. The announcement, made at a first-lady documentary premiere, carries strategic weight amid regional maritime disputes and growing U.S. energy and defence interests. Key questions remain over timing and whether the trip will include other regional players such as Israel, Cyprus or Turkey.
China’s Chaotic Winter: A La Niña ‘State’ and What It Means for 2026’s Economy
China’s weather in late 2025 and early 2026 has behaved like a roller coaster as a La Niña state overlays a record-warm world, producing sharp regional swings in temperature and precipitation. The episode is likely to produce uneven but economically meaningful disruptions to agriculture, energy markets and supply chains, serving as a stress test of China’s improved adaptation and emergency management capabilities.