AI Data Centers Bet on LNG. Hormuz Just Torched the Trade.
Asian LNG demand is now projected to fall 3-10% in 2026 - even as AI data centers were supposed to drive a supercycle. Here is what broke the thesis…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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Asian LNG demand is now projected to fall 3-10% in 2026 - even as AI data centers were supposed to drive a supercycle. Here is what broke the thesis…
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