The Hormuz Paradox: Will Higher Crude Oil Output Crush US Natural Gas Prices?
The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall of associated US natural gas production on the other. As the closure of the Strait of Hormuz takes a massive chunk of global supply offline, the turmoil is forcing a geopolitical risk premium back into crude prices, leaving US natural gas producers bracing for a summer of unexpected headwinds.
In this episode of Hub & Flow, NGI Senior Vice President of Research & Analysis Patrick Rau discusses the seismic shifts reshaping the energy landscape…
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