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Quote of the day: In a war of ego, the loser always wins
Energy Transition
Paul Sankey

AI Chips: Taiwan, LNG, Helium, Qatar, and Hormuz

We covered Qatar in a note & conference call in this first week of Gulf War III. Who controls the Strait of Hormuz? Iran within the China axis, with Russian support. As of today. Arguably the US needs boots on the ground to control the Iranian side of the Straits. On Friday the head of QatarGas and Qatar energy minister Saad Sherida Al-Kaabi went front page in the Financial Times to highlight the sustained outage

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Paul Sankey March 7, 2026 3:44 PM

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
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