
James O’Brien, Head of LNG at D.TRADING, shared his perspective with Bloomberg on the potential market implications of ongoing disruptions to Gulf energy flows.
O’Brien noted that the current situation highlights the sensitivity of global LNG markets, particularly given that liquefaction capacity worldwide is operating near full utilisation.
Unlike oil markets, where spare production capacity can sometimes ease supply pressures, LNG markets have more limited flexibility, which can increase sensitivity to prolonged disruptions.
For now, market pricing reflects expectations that the situation will remain manageable. However, O’Brien emphasised that duration will ultimately shape the scale of any market reaction.
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