ELIZA BLEU AND THE PERPETUAL TRAUMA MACHINE—PART 2

Qatar Dethroned As 'LNG King' As U.S. Seizes Throne, Reshaping Future Of Gas Submitted by Criterion Research President, James Bevan,  The geopolitical calculus underpinning global LNG supply through the early 2030s has shifted materially. Iranian drone strikes on Qatari LNG trains, delays to key expansion projects, and the indefinite closure of the Strait of Hormuz have created a compounding threat to Qatar's LNG position that goes well beyond a construction delay. What had been framed as a two-horse race for global LNG market share now looks considerably more one-sided. The beneficiary is clear: U.S. Gulf...

Futures Jump On Hopes Of War De-escalation, Korea Enters Bear Market On Memory Rout Futures are higher on a WSJ report that Trump is considering exiting the middle east conflict even if the Strait of Hormuz is not reopened; but the market is deciding whether this is a genuine intent to leave or another feint given the previous US attacks during negotiations and that Trump has yet to adjust his Apr 6 deadline. As of 8:00am, S&P futures are 1.1% higher, at session after approaching correction territory yesterday. Nasdaq futures rise...

President Trump told the Financial Times on Sunday that he wants to “take” Iran’s oil in an operation that could involve the US seizing and occupying Kharg Island, a major Iranian oil export hub deep inside the Persian Gulf. The US president said that his “preference would be to take the oil” and compared the […]