The LNG Trap: How the Iran War Broke the Gas Market for a Generation
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The LNG Trap: How the Iran War Broke the Gas Market for a Generation
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The Iran war spiked LNG prices to three times their pre-war level.
It also destroyed the demand base the incoming supply wave was built to serve.
Both things happened simultaneously. That's the trap — and it will define energy markets until the mid-2030s.
New on The Blind Spot: the structural logic beneath the crisis. Who survives the trough. Why Qatar's cost advantage couldn't protect its strategic position. And why the war's most enduring energy legacy may be accelerating Asia's clean energy transition — by accident.
The LNG Trap → https://ivanapark1.substack.com/p/the-lng-trap-how-the-iran-war-broke
Quick transparency note: the voices in this episode aren't real people. They're AI-generated voices chosen to bring the material to life. No human voice actors were harmed — or employed — in the making of this podcast.