Letter from the Middle East: LNG – the weak link the Gulf crisis just exposed

The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny

As the Mideast Gulf crisis unfolds, oil may dominate the spotlight, but LNG deserves equal attention. Recent events have exposed vulnerabilities in the LNG market at a time when it is expected to become a strategic pillar of global energy security and a cornerstone of the energy transition. Increasingly viewed as a fuel that offers both security and flexibility while supporting the shift toward cleaner energy, LNG now faces scrutiny over its exposure to geopolitical disruption. This, in turn, may raise broader questions about the resilience of the world’s energy transition strategy. Growing flexibility, yet enduring fragility Over the past several years, LNG’s role in the global energy syste