Who Benefits From The Persian Gulf War?

Today we’re talking about the war in the Persian Gulf, and why a market like Lake Charles, Louisiana could be a real beneficiary, even if the war were to end today.

The Strait of Hormuz is one of the most important energy chokepoints in the world. A meaningful share of global oil and gas moves through that corridor. When conflict disrupts flows through that region, the world starts looking for stable, dependable alternatives.

The war is also widening the pricing gap between U.S. natural gas and gas in Europe and Asia. Scott makes the point very clearly. If you’re a chemical manufacturer deciding where to build, and gas is $14 in Germany but $3 or $4 in Louisiana or Texas, that’s not a hard decision. That makes Louisiana more attractive not only for LNG, but for petrochemical and energy-intensive manufacturing investment as well.

Louisiana is already a major energy state, and several LNG projects in Calcasieu Parish have either advanced or received major commitments recently, including Woodside’s Louisiana LNG project in 2025, while other Louisiana-area projects have also moved ahead. Just last week, Venture Global announced final investment decision for its CP2 project which is an $8.5B expansion of its LNG plant located south of Lake Charles on the Gulf coast.

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