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BlackRock maintains risk-on stance despite geopolitical chokepoint risks in Hormuz and Bab el-Mandeb
Capital.grLO·IR · YE·3 days ago
LNG importers are leveraging concerns over regional supply reliability to demand lower prices and increased contract flexibility from Qatar and the UAE. The shift marks a reversal of the long-standing pricing power held by these exporters, as the ongoing conflict in the Middle East introduces new risk premiums into long-term supply agreements.