Jul. 29 at 4:26 PM
$VG
Regime change will be a very lengthy process, if that's the way it goes.
What is certain is that a stress point has been pointed out re Hormuz, and massive infrastructure will be built to circumvent this. A lot of trust has been eroded. This also is a lengthy process, and will happen irrespective of regimes.
LNG use is growing tremendously, because it is cheap and reliable. LNG dual-fuel ships alone will consume 4%+ of LNG in just five years from now, from <1% today. The bunker fuel we've used to power ocean vessels is about as dirty as it comes.