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Anne-Sophie Corbeau

Global energy research scholar, Columbia CGEP

aka Anne Sophie Corbeau

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What has saved the gas market so far has been the fact that alternative LNG supply sources have stepped in. LNG coming from the US, from the facilities which have recently started, from Canada, from Senegal and Mauritania.

2026-07-10-podcast-columbia-energy-exchange-iran-conflict-brief-how-renewed-strikes-impact· 2026-07-10#cheniere-lng-iran-war-beneficiary#energy-shock-2026-vs-2022

It's very interesting to see now that the United States is presenting itself as the alternative, reliable and secure source of additional energy. So we may end up down the road with a situation where certain number of LNG projects take FID because they say we are more reliable than Qatar.

Gas prices have not come back to the pre war level. At the minimum we were at 30 euros per megawatt hour, 11 dollars per MMBtu before everything started. Now we are at 50 and 17, 18 dollars per MMBtu. So we are at much higher level. It's not the oil market at all.

Notes

Anne-Sophie Corbeau

One-line summary: Columbia Center on Global Energy Policy researcher specializing in natural gas/LNG; on the Iran Conflict Brief traces the Hormuz-LNG bottleneck and US-LNG-as-reliable-alternative.

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