Firas Modad

Qatar (20% of global LNG) has halted production. European gas prices are spiking, but US gas prices remain stable because the US is a "net gas producer." This creates a massive arbitrage opportunity. US LNG exporters (like Cheniere) will see record demand from Europe/Asia to replace Qatari supply, while their input cost (US domestic gas) remains low. LONG. US LNG infrastructure is the primary beneficiary of Middle East disruption. Government export bans to keep domestic prices low.

Qatar (20% of global LNG) has halted production. European gas prices are spiking, but US gas prices remain stable because the US is a "net gas producer." This creates a massive arbitrage opportunity. US LNG exporters (like Cheniere) will see record demand from Europe/Asia to replace Qatari supply, while their input cost (US domestic gas) remains low. LONG. US LNG infrastructure is the primary beneficiary of Middle East disruption. Government export bans to keep domestic prices low.