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A structural shift is occurring in the global energy landscape as a new U.S.-led energy bloc emerges, driven by the slow recovery of Middle East oil and gas supplies. According to the Gas Exporting Countries Forum (GECF), regional conflicts have triggered massive spikes in gas prices, forcing markets to seek long-term supply security. Analysts warn that repairing key infrastructure, such as Qatar’s North Field, could take several years to reach full operational capacity. Even with an immediate cessation of hostilities, restoring production volumes to pre-conflict levels is expected to take many months. This realignment reflects a strategic move to ensure energy security outside of immediate conflict zones, strengthening the role of Western exporters. These prolonged recovery timelines are likely to support a long-term risk premium in global energy markets.
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