With the energy industry likely to experience continued supply disruptions as the Iran in war continues, investors who are comfortable facing some turbulence may find opportunities in the space. Specifically, the liquefied natural gas (LNG) market is heavily impacted by the closure of the Strait of Hormuz—exports from Qatar and the UAE represent roughly one-fifth of the entire global market and slowed to a near standstill over the past month.
But stateside, domestic LNG companies could be the beneficiaries of this situation, not only as the world reckons with a diminished supply of products from the Middle East but also as the European Union prepares for its ban on Russian LNG imports to take effect later this month.
