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Quote of the day: The only thing more powerful than hate is love

Qatar/Global LNG Zoom Call Replay for Premium Clients (you)

Great call by Gordon Shearer and Ira Joseph, in a tight hour and five minutes. Impressive stuff, with just the right mix of agreement and divergence. https://analysthub.zoom.us/rec/share/v1JXsMqaeTzUoF0xKt4R53Jba_ElQ8yLAFQcgozce1aYJUWwooFZQzUr2jEz6elc.RJ0a8ilz6ItNKh7r Key stories I missed in Qatar note. 1) No emergency shutdown, it was orderly. Big difference 2) This story was described as almost bigger than the Qatar story. No LNG tanker has ever exploded, much less sunk, in the industry’s history. All seaborne trade is now higher risk.

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Paul Sankey March 6, 2026 6:35 AM

Global LNG Strategy Session 4pm (now) – Ira Joseph and Gordon Shearer

Thursday, March 5th at 4pm ET Ira Joseph – Senior Research Fellow at Columbia University’s Center on Energy Policy Gordon Shearer – Senior Advisor LNG, Poten & Partners * Premium Client Call * Registration – https://sankeyresearch.com/conference/sankey-strategy-session-ira-joseph-gordon-shearer-interest-form/ Client junior consumer analyst was asking about British American Tobacco getting hit today – defensive stock? Operations in Bangladesh, as shown in our note yesterday evening, dependent on Qatari LNG. Plenty on Korea getting really short natgas already, and Kuwait filling up oil storage fast.

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Paul Sankey March 5, 2026 3:16 PM
Energy Transition
Paul Sankey

Qatar LNG Shutdown: Global Energy Crisis (ex-US)

LNG superpower Qatar finds itself having been bombed by both Israel AND Iran within the past year. Now a gigantic oil and gas outage, and notably the unprecedented shutdown of the world’s single largest LNG facility, which is a multi-month outage, will roil markets far more than is currently being discounted in relatively muted energy and equity market responses. The world is sold out of LNG supply, and this gas would represent around 2mb/d of

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Paul Sankey March 4, 2026 10:03 PM
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