LNG Markets After the Ceasefire: Will Global Gas Prices Actually Fall?

Introduction The recent easing of tensions between the United States and Iran has raised expectations of lower energy prices. But while oil markets react quickly, LNG markets operate under a different logic. In 2026, global gas pricing is shaped less by geopolitics alone—and more by structural demand, contracts, and competition. Why LNG Is Different from … Περισσότερα

Strait of Hormuz Risk in 2026: Why Global Energy Markets Still Depend on a Narrow Passage

Introduction Even amid de-escalation signals in the Middle East, one structural vulnerability remains unchanged: the Strait of Hormuz. Roughly a fifth of global oil flows through this narrow waterway, making it one of the most critical chokepoints in the global energy system. In 2026, the question is not whether disruption will occur—but how markets price … Περισσότερα

Oil Prices After the US–Iran Ceasefire: Temporary Relief or Market Illusion?

Introduction Energy markets responded quickly to news of a ceasefire between the United States and Iran. Initial reactions pointed to easing prices and reduced volatility, reflecting a drop in geopolitical risk. But markets have learned to be cautious. In 2026, price movements are no longer driven by single events alone—but by how those events reshape … Περισσότερα

US–Iran Ceasefire: What It Means for Global Energy Markets and Europe

Introduction The reported ceasefire between the United States and Iran marks a significant geopolitical development—one with immediate implications far beyond the region. Energy markets, historically sensitive to tensions in the Middle East, are already reacting to the prospect of de-escalation. For Europe, still navigating a fragile energy transition, the implications are complex: potential relief on … Περισσότερα