Qatar's Ras Laffan facility, which supplies approximately 20% of global LNG, was attacked, and U.S. LNG companies are about to laugh all the way to the bank.

The pricing logic of natural gas is changing. The U.S. controls marginal supply, and once Qatar faces problems, the market naturally turns to the United States.

U.S. and Greek LNG shipowners are gaining pricing power and liquidity premiums, while importers like Europe, Japan, and China bear rising costs.

This is not an energy shortage, but rather a shift in pricing power.

And the impact won't stop at energy itself, but will continue to transmit: LNG → electricity prices → computing power costs.

Semiconductor wafer fabs will change their site selection for new capacity in the medium term.

Because companies care more about electricity stability and energy security, not just price.

Where do you think is the most stable supply of LNG?