Post by Enverus

The U.S. strikes on Iran have injected real uncertainty into global energy markets, but not all risks are created equal. In our latest Analyst Take Al Salazar, Head of Macro Research, breaks down: • Why a one month disruption to the Strait of Hormuz could push Brent into triple digits • How damage at Kharg Island puts ~2.0 MMbbl/d of exports at risk and what that means for 2026 Brent forecasts • Why LNG markets may tighten fastest as disruptions hit 10–11 Bcf/d of QatarEnergy’s capacity This is a moment where facts matter more than headlines. 👉 Read the full analysis: https://lnkd.in/engs4EFx

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