- Japanese companies specializing in liquefied natural gas infrastructure are positioned to benefit from the need to rebuild war-damaged energy facilities in the Persian Gulf.
- Heightened geopolitical risks in the Middle East are accelerating plans to diversify the global energy supply chain toward regions such as the US, Canada, Australia, and Southeast Asia.
Quotes
“Japanese liquefied natural gas-related stocks stand to benefit from rebuilding war-damaged energy infrastructure in the Persian Gulf and the construction of new facilities elsewhere to diversify away from the Middle East.”