Israel-Iran Energy War Disrupts Global LNG Supply for Years
Qatars LNG Facility Damage Forces 3-5 Year Repair, Contract Cancellations Attacks on Ras Laffan disrupt global supply, triggering force majeure on con
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The U.S. shale revolution has been among the most consequential developments in the global energy sector over the last decade. The U.S. is a large net exporter of gas, and is on the cusp of becoming a net exporter of oil, with significant economic, geopolitical and environmental consequences. The outlook for U.S. oil and gas production is increasingly uncertain, however, as lower oil prices, investor demand for capital discipline, and questions about the pace of the energy transition increasingly impact the sector.
In this edition of Columbia Energy Exchange, host Jason Bordoff is joined by Bobby Tudor, Co-Head of the Advisory business of Perella Weinberg Partners and Chairman of Tudor, Pickering, Holt & Co, a leading energy investment and merchant bank. Prior to joining TPH, Bobby was a partner with Goldman Sachs & Co., and a leader of its worldwide energy practice, and over his 30-year career in investment banking, has worked on many of the defining transactions of the period. In his volunteer work, Bobby is a patron of the arts and a passionate supporter of higher education, having served until recently as Chairman of the Board of Trustees at Rice University.
Jason and Bobby discuss the recent decline in the Permian and what’s next for the U.S. shale revolution, peak oil demand, the energy transition and more from an investor’s perspective.
As the conflict in the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core...
The climate policy landscape in the US is in flux. Last month, the Environmental Protection Agency repealed its own power to regulate greenhouse gases. Two weeks later, the...
As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream...
In energy markets, all eyes are on the Strait of Hormuz. As of March 11, 2026, this vital passage is effectively closed to tanker traffic, stranding almost a...
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
The war in Iran is not just another energy shock. It is arriving at a moment when Europe is already under cumulative strain: a war on its eastern border, the lingering aftershocks of the 2022 energy crisis, industrial decline, political fragmentation, fiscal limits, and a widening debate over how much of its own security it must now provide.
Media reports suggest the Trump Administration is considering restrictions on US oil exports. Officials have said such measures are not under discussion, according to media reports, but the...
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.