If peace is declared but war damage persists, it will take months for energy flows to return to normal due to damage to infrastructure that has not yet been assessed, and potential new damage from Houthis in the Red Sea, with supply-side damage being the primary constraint.
forecastpending
Speaker
Michael EveryEvidence Quote
“it would take months to get energy flows back to where they were...We're estimating 17% of Qatar's output, but for between 3 or 5 years...We won't know till the war is over. [1:01:47]”
Created: 8/12/2026, 5:52:35 PM
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