Bloomberg Surveillance · Tuesday, September 1, 2026
Leslie Palti-Guzman predicts a new phase in oil and gas markets with higher prices and a reconfiguration of trade flows, driven by geopolitical events and supply route uncertainties. She highlights the US and Western Hemisphere as potential beneficiaries in the global LNG market.
“Yeah, so I think we are heading into a new phase in the oil and gas market and potentially a reconfiguration of trade flows and supply routes.”
“And so if we're zooming out about the immediacy of what's happening with the threat of Hormuz, for instance, And if I look at the global LNG market, we see already emerging new winners and not just US LNG, which is going to be a potential big winner, but generally speaking, yes, the Western Hemisphere, but also a new geography of LNG security with potentially new suppliers in Africa or growing suppliers in Africa, in Asia and elsewhere.”
“So we really see, I think, a new remapping of trade flows.”