Anas Alhajji On Hormuz Risks, LNG, And SPR Myths

Alhajji says the key risk remains the Strait of Hormuz, explaining why most proposed bypass pipelines or canals are no longer practical due to drone threats and economics. Anas also suggests OPEC+ could instead coordinate the buildup of large strategic inventories in consuming countries away from geographic chokepoints. Next, he outlines bullish views on LNG, coal, and sulfur – while calling natural gas “the future”. He also corrects misconceptions about the US SPR, discusses the difference between commercial versus strategic inventories, and describes how SPR releases are actually loans – with changing incentives as prices fall.