A new episode of Mysteel Commodity Flux's podcast, Liao Na, Chief Consultant of Energy Policies and the Founder of GL Consulting (a think-tank team under Mysteel), analyzes the 2026 Qatar LNG shutdown and Strait of Hormuz blockade's impact on China's energy security, revealing 6.7M-tonne LNG buffer + 530M-tonne oil surplus, Russia's pipeline (47% of foreign gas) as a strategic anchor, potential U.S. LNG trade thaw amid tariffs, and green transition acceleration (wind/solar surpassing coal, EV-led "Green Triad" peaking oil demand). It also unpacks export chain "twin pincers" (cost surges + Suez detours). It delivers geopolitical insights for investors navigating the shift from "efficiency-first" to "security-first" supply chains and stagflation risks.
Listen to the full episode on Spotify now:
https://open.spotify.com/episode/3qSYjFiFHJtUoCxXxq8AD0?si=S81b-dxrQrCQZ0u2V8_zNw
