LNG supply disruption is more concerning than oil disruption because LNG cannot be rerouted through alternative pipelines like oil can through Yanbu, and Europe was expecting new LNG capacity from the Middle East to compensate for lost Russian supply.
causalpending
Speaker
Jacob ShapiroEvidence Quote
“LNG is different because you're not piping LNG to Yanbu... Europe was depending on access to all the LNG capacity coming online.”
Created: 8/12/2026, 10:18:07 PM
My Notes
Loading notes...