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The war in the Persian Gulf has achieved a temporary balance thanks to the Cold War-era Mutual Assured Destruction (MAD) logic. After Israel attacked Iran’s South Pars natural gas field, Tehran retaliated across the region against energy infrastructure. Specifically, Iran’s attack against Qatar’s Ras Laffan natural gas field has taken approximately 2-3% of global LNG offline for up to the next three years.

BCA Research | GeoMacro

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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