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Iran Conflict Poses Extended Risk to Global LNG Supply Chain

Global markets are underestimating how long the Iran conflict will disrupt liquefied natural gas flows, according to major exporters. Australia's leading LNG supplier has warned that supply constraints will persist longer than current assessments suggest. The energy shock from Middle Eastern production disruptions is expected to sustain government bond values for developing nations dependent on oil exports. Manufacturers worldwide are accelerating inventory accumulation in response to energy supply uncertainties tied to the regional instability. Constrained LNG availability and elevated feedstock costs are reshaping energy economics across multiple sectors. As the conflict enters its third month, market participants are recalibrating their exposure to commodity-linked assets while energy infrastructure remains vulnerable to further disruption.