Weeks of War Are Reshaping Global Gas Markets

Strikes on energy infrastructure in the Middle East have pushed natural gas prices sharply higher and risk reshaping global gas markets for years. Expect tighter supply, increased price volatility and potential long-term rerouting of flows that will benefit exporters while pressuring importers and downstream margins.

Analysis

Strikes on energy infrastructure in the Middle East have pushed natural gas prices sharply higher and risk reshaping global gas markets for years. Expect tighter supply, increased price volatility and potential long-term rerouting of flows that will benefit exporters while pressuring importers and downstream margins.