Tag: Ras Laffan

The Endless Deal in Iran: Roller-Coaster Diplomacy, Iraq Spillover, and Oil Market Whiplash

Clark Savage151

As global energy markets swing wildly on every headline from the Middle East, historian Niall Ferguson aptly dubs the latest chapter “The Endless Almost-Deal in Iran.” Since the dramatic escalation on February 28, 2026—when U.S. and Israeli strikes (part of what some reports call Operation Epic Fury) targeted Iranian leadership and facilities, reportedly killing Supreme […]

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Post-Iran Conflict: Why LNG Markets Face a Longer, Bumpier Recovery Than Oil

Clark Savage458

While Goldman Sachs and other analysts project a relatively swift rebound in Gulf oil output once the Strait of Hormuz reopens and the ceasefire holds, the outlook for liquefied natural gas (LNG) markets is markedly more cautious. Roughly 20% of global LNG supply—primarily from Qatar—has been disrupted by the conflict, with physical damage to liquefaction […]

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