The rules that have underpinned global shipping and energy trade for decades are coming under increasing strain. From the Strait of Hormuz and the Black Sea to the Baltic and the Arctic, geopolitical tensions are raising risks for shipping, supply chains and energy markets.
Recorded in Svalbard, this episode looks at what a more fragmented and dangerous maritime landscape means for global energy security. The discussion explores how the Iran war has changed LNG trade, why Asian buyers are rethinking their reliance on Middle Eastern supplies, and whether the world is shifting from “just-in-time” to “just-in-case” energy supply chains.
The conversation also turns to Europe, where low gas storage levels, growing reliance on US LNG and uncertainty over Russian and Qatari supplies are creating fresh concerns for the winter and next year.
Host: Snjólfur Richard Sverrisson – Editor-in-Chief, Montel News
Guests:
Saul Kavonic – Head of Energy Research, MST Marquee
Henning Gloystein – Managing Director, Energy & Resources, Eurasia Group
Editor: Alexandra Carlon Producer: Alexandra Carlon
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