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This week, LNG prices rose to a 10-week high in Europe in response to the escalating conflict in the Middle East.

With the shadow of a threat from Iran to close its vital waterway for global LNG shipments, in this episode, we discuss the likelihood of this happening, the political power dynamics at play and the implications for global energy markets.

Richard speaks to Eurasia Group’s Head of Energy and Kpler’s Principal LNG Analyst about the changes in shipping movements that we have seen around the strait in response to Israel and Iran’s attacks, and what this tells us about how the energy markets have so far reacted.

Host: Richard Sverrisson
Contributor: Laurence Walker - Deputy Editor-in-Chief, Montel News

Guests:
Laura Page - Principal LNG Analyst, Kpler
Henning Gloystein - Practice Head of Energy, Climate & Resources, Eurasia Group

Editor: Bled Maliqi
Producer: Sarah Knowles

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319 episodes