“Everything up in the air”: LNG, the Strait of Hormuz, and Central & Eastern Europe’s energy future
"LNG shipments to Central & Eastern Europe are reliable as long as those gas markets are not overly dependent upon one supplier."
Op-eds & Essays with Jason Bordoff & Spencer Dale • March 17, 2026
The oil shock triggered by the crisis in the Persian Gulf has pushed crude above $100 per barrel, reviving familiar fears of economic turmoil in the United States driven by surging gasoline and diesel prices.
Media reports suggest the Trump Administration is considering restrictions on US oil exports.
Amid global oil and gas disruptions, China stands prepared for the electrostate era.
Full report
Op-eds & Essays with Jason Bordoff & Spencer Dale • March 17, 2026