Liquefied natural gas: the overlooked economic chokepoint

AI Summary

Liquefied natural gas (LNG) is emerging as a critical and underappreciated economic chokepoint, with Gulf-sourced supplies difficult to replace if disrupted. The article highlights the limited global alternatives to Gulf LNG, making the region's exports particularly vulnerable to conflict-driven supply shocks. This scarcity could amplify the economic fallout from any sustained disruption to Gulf energy infrastructure.

Alternatives to Gulf supplies are scarce