The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices.
Key Highlights
- Sustained LNG spikes: Global gas markets will stay tightly squeezed with European and Asian LNG pinned near $20/MMBtu through 2030, driven by a multi-year delay in Qatari supply.
- Asian demand destruction: High prices will force Asian power and industrial sectors to pull back on LNG, losing long-term market share to coal and renewables.
- Oil price reality check: Despite geopolitical tensions, global oversupply and affordability pressures will likely pull oil prices back down to $60–$80 per barrel by the end of the year.
- Chemical market divide: Elevated gas costs will keep global chemical markets distressed and disrupt supply, shifting a distinct competitive advantage to North American producers.
Watch the video to explore these shifting market dynamics >>
About ADI Analytics
ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.
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