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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...
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Aug 28, 2026 / Tyler Durden
Conflict Hits 6 Months: Iran Says Diplomacy Can Return But "Pressure Doesn't Work"
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In what will likely prove to be a very limited and ultimately unfruitful diplomatic overture, Iranian Foreign Minister Abbas Araghchi has newly announced that Tehran views renewed talks with Washington as not impossible, and that dialogue can actually get on track - but so long as the US understands that pressure does not work.
In a Friday post on X, Araghchi acknowledged "creative discussions" with Qatar's Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman Al -Thani, wherein...
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Iran Blasts "Freeloader" Zelensky For Ordering Deadly Attack On Caspian Vessel "At Israel's Behest"
Iran Blasts "Freeloader" Zelensky For Ordering Deadly Attack On Caspian Vessel "At Israel's Behest"
Summary:
Iran Accuses Zelensky of Ordering Deadly Caspian Vessel Attack
Weekend US Crude via IG Markets Down 5%
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US x Iran Effective Ceasefire by August 31?
Yes 75% · No 26%View full market & trade on Polymarket * * *
Iran Lashes Out at "Freeloader" Zelensky for Caspian Sea Attack
Iran has accused Ukraine of attacking an Iranian commercial vessel in the...
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In Goldman's first-quarter "Nicotine Nuggets" survey of retailers and wholesalers covering roughly 44,000 U.S. stores, or about 28% of all tobacco outlets nationwide, analysts observed that once the national average for regular 87-octane gasoline hit the politically sensitive $4-a-gallon level, the squeeze on consumers began to emerge. One of the clearest signs of stress was a downshift in purchases as budget-conscious consumers started pulling back on tobacco purchases or, in some cases, trading down.
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