Article
Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave
Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave
Global energy flows are being rewired across Eurasia as the Russia-Ukraine war and the latest U.S.-Iran conflict disrupt Gulf energy flows in what may be the worst energy shock on record.
One major new development is that roughly 20% of global LNG flows remain shut in the Gulf region because of the Hormuz chokepoint, with QatarEnergy warning last week that 17% of its LNG export capacity could be offline for three to five years.
That brings us to Goldman commodities...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
May 20, 2026 / Tyler Durden
New Fed Chair Pledges 'Regime Change' To Fight Inflation - Here's What That Could Mean In Practice
New Fed Chair Pledges 'Regime Change' To Fight Inflation - Here's What That Could Mean In Practice
Authored by Kevin Stocklin via The Epoch Times (emphasis ours),
Newly confirmed Federal Reserve Chair Kevin Warsh, pledging new tactics to fight inflation, faces an uphill battle to keep rising prices in check.
At left is former Federal Reserve Chair Jerome Powell; at right is newly confirmed Federal Reserve Chair Kevin Warsh. Courtesy of the Federal Reserve; Hoover Institution
At his April 21 Senate confirmation hearing, Warsh called for “a regime change in the conduct of...
Read more
Apr 27, 2026 / Tyler Durden
Putin In Contact With New Ayatollah, Tells FM Araghchi Iran 'Fighting For Its Sovereignty' Amid Fresh Hormuz Proposal
Putin In Contact With New Ayatollah, Tells FM Araghchi Iran 'Fighting For Its Sovereignty' Amid Fresh Hormuz Proposal
Summary
Putin tells FM Araghchi that he's been in contact with the new Supreme Leader, and says Iran fighting for 'sovereignty'
After a weekend of stalemate malaise, Iran reportedly offers new proposal for opening ship traffic, while postponing the thorny nuclear issue
Trump says peace could come via telephone rather than face-to-face meetings, also warning Iranian oil infrastructure could explode from within unless flow resumes
Iranian FM has been sending written messages to US via Pakistani intermediaries
Israel strikes...
Read more
Mar 22, 2026 / Tyler Durden
What Do Bonds Know That The Stock Market Doesn't?
What Do Bonds Know That The Stock Market Doesn't?
Authored by Lance Roberts via RealInvestmentAdvice.com,
Most investors spend their time watching the S&P 500. That’s a mistake, because the credit market is the real “tell.” The bond market has been whispering a warning for weeks now, and credit spreads are now shouting it. As of this writing, the CDX Index, a benchmark measure of credit default swap spreads, has climbed to a nine-month high while the S&P 500 sits within 5% of its all-time peak. Over the past 20 years, every time that...
Read more




