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Gallarati: Nat Gas Recovery from Iran War to be Slow
Market Intelligence Analysis
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Why This Matters
The Iran war has led to a decline in oil and gas prices, with the US attempting to reopen the Hormuz Strait and producers seeking alternative routes. Livia Gallarati predicts a slow recovery for natural gas prices. This development may have significant implications for energy markets and affected assets.
Market Impact
The ongoing conflict in the region may lead to a sustained decline in oil and gas prices, potentially benefiting assets like XOM, CVX, and COP, while pressuring those of natural gas producers and exporters, such as Cheniere Energy (LNG) and Tellurian (TELL). The situation may also influence the price of natural gas futures and related ETFs, like UNG.
Sentiment
Bearish
AI Confidence
70%
Time Horizon
Medium Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Oil & gas prices continued their downward trend as the Iran war widened with further attacks in the region following the death of their national security chief Ali Larijani. The US has stepped up efforts to force the reopening of the Hormuz Strait while oil & gas producing countries look for alternative routes to avoid the waterway. Livia Gallarati, head of Global Gas at Energy Aspects spoke to Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche about the impact of the war on gas prices in Europe and Asia. (Source: Bloomberg)
AI Breakdown
Summary
The Iran war has led to a decline in oil and gas prices, with the US attempting to reopen the Hormuz Strait and producers seeking alternative routes. Livia Gallarati predicts a slow recovery for natural gas prices. This development may have significant implications for energy markets and affected assets.
Market Impact
The ongoing conflict in the region may lead to a sustained decline in oil and gas prices, potentially benefiting assets like XOM, CVX, and COP, while pressuring those of natural gas producers and exporters, such as Cheniere Energy (LNG) and Tellurian (TELL). The situation may also influence the price of natural gas futures and related ETFs, like UNG.
Key Drivers
- Iran war and its impact on global energy supply
- US efforts to reopen the Hormuz Strait
- Alternative routes for oil and gas producers
Risks
- Escalation of the conflict, leading to further supply disruptions and price volatility
- Failure to reopen the Hormuz Strait, resulting in prolonged supply chain disruptions
Time Horizon
Medium Term
Original article published by
Bloomberg
on March 18, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.