War Flips LNG Outlook as Qatar Halts Ras Laffan, Morgan Stanley Warns
TL;DR Summary
The Middle East war and Qatar’s Ras Laffan LNG outage upend expected LNG surpluses, with Morgan Stanley warning that a deficit could emerge if the disruption lasts beyond a month; oil could surge toward $150 a barrel if the Strait of Hormuz remains closed, as gas prices jump in Europe and Asia.
- War Flips LNG Surplus Narrative, Morgan Stanley Says Crude Oil Prices Today | OilPrice.com
- Oil price at two-year high after Qatar warns all Gulf production could stop within days BBC
- Iran war threatens global helium supply C&EN
- QatarEnergy offers 10 LNG tankers for lease amid production halt, soaring shipping rates, sources say Reuters
- Qatar warns war will force Gulf to stop energy exports ‘within days’ Financial Times
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