17% Wiped Out

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17% of global gas supply has just been wiped out.

The war in Iran is continuing to escalate — and the impact on global energy markets is now becoming severe.

A major attack on Qatar’s gas infrastructure has taken out around 17% of its LNG capacity, removing millions of tonnes of supply from the global market for up to five years.

At the same time, oil prices have surged from around $60 to over $100 per barrel — an increase of more than 70% in just a few weeks.

This is now driving higher inflation, rising borrowing costs, and increasing the risk of slower global economic growth in 2026.

In this video, I break down:
The latest developments in the Iran conflict
The damage to global energy infrastructure
The impact on LNG, oil, and fuel supplies
Why prices are rising so rapidly
And what this means for the global economy

If you’re interested in more updates on this story and other global economic developments, make sure to check out the channel and subscribe.

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