Mostly, the world has been watching the price of oil skyrocket amid the war in Iran and the de facto closure of the Strait of Hormuz. But there's more than just oil that comes out of the region. Qatar is home to the world's largest natural gas field, and for now, it's been almost completely cut off from the rest of the world. Not only has Gulf gas supply been cut off, there's also damage to the core infrastructure, which will take time to repair. Meanwhile, the US is rapidly becoming a natural gas export powerhouse, with volumes having surged since Russia's invasion of Ukraine. So, all in all, the world's natural gas map is rapidly being redrawn. On this episode, we turn to the one and only Bob Brackett, managing director and senior research analyst at Bernstein & Co. He explains the impact of the war on global prices, the prospect for further US exports, how the world will adjust to the loss of Gulf supply, as well as the other commodities that are getting squeezed right now.

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Mostly, the world has been watching the price of oil skyrocket amid the war in Iran and the de facto closure of the Strait of Hormuz. But there's more than just oil that comes out of the region. Qatar is home to the world's largest natural gas field, and for now, it's been almost completely cut off from the rest of the world. Not only has Gulf gas supply been cut off, there's also damage to the core infrastructure, which will take time to repair. Meanwhile, the US is rapidly becoming a natural gas export powerhouse, with volumes having surged since Russia's invasion of Ukraine. So, all in all, the world's natural gas map is rapidly being redrawn. On this episode, we turn to the one and only Bob Brackett, managing director and senior research analyst at Bernstein &amp; Co. He explains the impact of the war on global prices, the prospect for further US exports, how the world will adjust to the loss of Gulf supply, as well as the other commodities that are getting squeezed right now. <a href="http://bloomberg.com/subscriptions/oddlots" data-link-cookie="1" data-destination="http://bloomberg.com/subscriptions/oddlots">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-destination="https://discord.gg/oddlots">discord.gg/oddlots</a>

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

On Bloomberg&rsquo;s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

War in Iran Is Redrawing the Map for Natural Gas

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