Bab al-Mandab disruption and Asian LNG prices may affect global crude flows, Anas Alhajji assesses

Bab al-Mandab disruption and Asian LNG prices may affect global crude flows, Anas Alhajji assesses
Bab al-Mandab and LNG shifts

Anas Alhajji, managing partner, energy economist, market analyst at Energy Outlook Advisors LLC, raises questions about how ongoing disruptions in the Bab al-Mandab Strait and potential releases of Chinese crude inventories could influence global crude oil prices if uncertainty around the Hormuz corridor persists.

Alhajji also examines the impact of higher Asian LNG prices on U.S. LNG cargo destinations, suggesting most shipments may continue to be diverted away from Europe. The commentary points to additional risks for international energy flows should further instability arise in the Gulf.

Alhajji previously reported on Dow Jones futures rising as oil prices fell following developments related to Iran, as detailed in a recent article. He has also examined how TSMC’s increased U.S. investment from $40 billion to $65 billion tracks with major geopolitical changes, covered in another report. These earlier analyses provide context for his latest commentary on global energy disruptions.

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