Buy LNG by Jun 2, 2026.

The Iran escalation pushed Brent briefly above $85 and tanker rerouting around the Strait of Hormuz is real. Most LNG names sold off with the broader market. I added. DOE data from last month already had US LNG exports at a record 13.2 Bcf/d with capacity utilization at 98%. That is the pricing power story working on its own before any geopolitical premium gets layered on top What I am actually watching is whether Brent holds above $90-95 long enough …