If the conflict in the Middle East continues, gas prices could soar another 100 percent, analyst says

Goldman Sachs warned of an "extremely painful" crisis in the gas market

Despite the agreement on a <a href="https://oninvest.com/article/ssa-i-iran-soglasilis-na-dvuhnedel-noe-peremirie-cena-nefti-wti-ruhnula-na-16">temporary ceasefire</a> between the U.S. and Iran and the agreement to open navigation in the Strait of Hormuz, more than 800 ships remain blocked on both sides of this waterway, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-08/shipowners-eye-hormuz-ceasefire-window-for-800-trapped-vessels">writes.</a> Their owners are trying to sort out the details of the deal concluded by the parties.

'No renewal in 24 hours': 800 ships stand in the Strait of Hormuz despite the deal

Drive and fly less, go to work without a tie, and better yet, work from home. This is the advice given by authorities in various countries, which have to reduce demand for energy resources due to the largest disruption in the history of their supply. In different countries of the world again recommend to switch to remote work, which reminds of emergency measures in the times of pandemic Covid-19. But now it's a response to the energy shock from the war in Iran.

How different countries around the world are trying to save energy resources 

Palantir Technologies Inc.

United Airlines Holdings, Inc.

Synopsys, Inc.

Tencent Holdings Limited

Super Micro Computer, Inc.

Nexstar Media Group, Inc.

Janus Henderson Group plc

Box, Inc.

Scholastic Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: "bears" remain in the majority

Shell plc

BP p.l.c.

The cost of gold collapsed by 9% in trading on March 23. Key stock indices in Europe fell sharply after the opening of stock exchanges on Monday against the background of tougher rhetoric of the United States and Iran, which led to an increase in oil and natural gas prices. The drop in stocks in Europe followed a collapse in Asia. Stock index futures in the U.S. are also down significantly.

Gold collapses 9%, stocks in Europe fall, Brent above $114: what's happening in the markets

Qatari liquefied natural gas producer QatarEnergy will be forced to declare force majeure on long-term contracts for up to five years due to Iran's attack on its largest LNG plant. This was stated by QatarEnergy head and Qatar's energy minister Saad al-Qaabi in an <a href="https://www.reuters.com/business/energy/iran-attack-damage-wipes-out-17-qatars-lng-capacity-three-five-years-qatarenergy-2026-03-19/">interview with</a> Reuters. According to the top manager, this will affect supplies to Italy, Belgium, South Korea and China. QatarEnergy has previously declared force majeure - but for a short period of time, now it will increase, al-Kaabi noted.

QatarEnergy warned of force majeure on LNG contracts for up to 5 years due to attacks

Venture Global, Inc.

Cheniere Energy, Inc.

Equinor ASA

Norwegian Equinor, a major European producer of natural gas, also grew its securities

Shares of U.S. gas exporters jump after damage to Qatar LNG plant

"We're moving from a supply chain problem to a potential supply problem itself - that's a big difference," Pickering Energy Partners said

'Turning point': analysts warn of new energy shock over war

Rocket Lab Corporation

Red Cat Holdings, Inc.

Five Below, Inc.

Micron Technology, Inc.

EquipmentShare.com Inc.

Microsoft Corporation

Amazon.com, Inc.

Macy's, Inc.

Jabil Inc.

Williams-Sonoma, Inc.

Morning in New York: external background favors continuation of correction

JPMorgan Chase & Co.

The conflict in the Middle East has disrupted shipping through the Strait of Hormuz, where hundreds of merchant ships and oil tankers have been blocked. U.S. President Donald Trump has expressed the idea of providing ships with a U.S. Navy escort, and on Friday he ordered the <a href="https://oninvest.com/article/ssa-budut-strahovat-poteri-sudov-v-ormuzskom-prolive-na-summu-do-20-mlrd">launch of a</a> risk insurance mechanism. Analysts earlier warned that it might not be enough.

Insurance is not the main problem. Analysts on Trump's Hormuz security plan

Qatar appears to have loaded its first liquefied natural gas tanker after an escalating conflict in the Middle East <a href="https://oninvest.com/article/ceny-na-gaz-v-evrope-podskocili-na-47-posle-priostanovki-spg-kompleksa-v-katare">forced it to halt</a> production and declare force majeure, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-06/qatar-appears-to-have-loaded-first-lng-cargo-since-force-majeure">writes,</a> citing ship tracking data.

Qatar sends first LNG tanker after halting exports due to war - Bloomberg

Investors now it is more important to follow not political statements, but the structural weaknesses of importing countries, for which this conflict may become critical, JPMorgan strategist believes

Natural gas