According to Rystad Energy, global LNG spending in 2026 could reach at least $256.3 billion, up about 18% from the $217.8 billion forecast before the conflict, meaning importers would pay at least $39 billion more even though they buy 60.7 million tonnes less. The main cause is the disruption of LNG exports from Qatar and the UAE through the Strait of Hormuz, forcing buyers who lost supply to purchase replacement cargoes at higher prices. Europe bears the heaviest impact, with about 65% of its LNG bought on the spot market, a bill rising by at least $12 billion (18%), and average LNG prices up about 47%. East Asia is less affected, with costs rising about 9.7% because roughly 82% of its long-term contracts are priced against crude oil; Rystad notes that diversifying pricing mechanisms can help control costs but does not guarantee physical supply.
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Original headline: Iran gửi tin không vui cho toàn thế giới
Keywords
IranStrait of Hormuznatural gasEurope
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Related tickers and likely impact
XAU/USD
▲ Likely positiveRelevance: medium
| Market | Gold |
|---|---|
| Close on 10/26/2026 | 4,017.27 |
| Change that session | +0.54% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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