0828 GMT - Attacks on key Middle Eastern energy facilities are reshaping how markets assess the risk profile of liquefied natural gas. "Duration is the dominant variable," Jefferies analysts say. "Over time, higher prices could slow demand growth among some price‑sensitive buyers and alter how buyers assess long‑term LNG investment decisions." Because LNG infrastructure is slow to restart, even brief outages immediately tighten supply and create longer-lasting ripple effects. Near-term scarcity is also undermining expectations of a global LNG glut. "The current disruption has removed material volumes and injected uncertainty around the timing of future supply," the analysts say. (giulia.petroni@wsj.com)
(END) Dow Jones Newswires
March 19, 2026 04:29 ET (08:29 GMT)
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