Energy Markets Enter a New Regime

Geopolitics have a major impact on global oil and LNG prices, often causing short-term spikes as markets react to disruptions. The recent attacks on Iran and the risk of escalation in a region central to global energy flows are a reminder of how quickly supply concerns can resurface.

While these moves are sometimes temporary, today’s environment feels different. With tightening structural supply and accelerating long-term demand, traditional energy companies offer a compelling investment case, supported by attractive valuations and strong balance sheets.