Geopolitics and Energy Markets

This chapter focuses on the intricate relationship between geopolitics and the global energy market, particularly in light of recent events such as the Ukraine conflict and developments in Iran. It discusses how these geopolitical factors are influencing oil and gas prices, refining capacities, and trade dynamics. The conversation also addresses the implications for U.S. LNG exports to Europe and the shifting energy strategies as European nations seek to reduce their dependency on Russian gas.