The 110 BCM risk: how the Middle East conflict is reshaping global LNG outlook

As the Middle East conflict enters its third week, global energy markets remain on the edge. In this episode of the Energy Connects Podcast, host Chiranjib Sengupta speaks with Anne-Sophie Corbeau, Global Research Scholar at the Center on Global Energy Policy, Columbia University, to examine the impact on LNG and natural gas markets. With around 110 billion cubic metres of LNG flows through the Strait of Hormuz disrupted, Asia faces the greatest exposure while Europe risks tighter supplies during its critical storage injection period. Anne-Sophie also explores market resilience, shifting LNG trade flows, and how prolonged disruption could reshape global energy security and the industry’s long-term outlook.