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Fundamental Analysis Posted 2 hours ago

Middle East LNG Supply Remains Blocked Seven Months After Iran Conflict

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LNG shipments from the Middle East have failed to recover meaningfully since March disruptions, with only rare cargoes passing through the Strait of Hormuz. A fifth of global LNG supply remains stranded. Energy cost pressures on EUR and risk premium on crude-linked CAD remain elevated; traders watch for supply normalisation or further geopolitical escalation affecting shipping chokepoints.
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