The Middle East ceasefire and release of hostages today (13 October) present new opportunities for Israel, Gaza and the broader region following the two-year war.
Speaking aboard Air Force One as he flew into Israel, President Trump said he was confident the ceasefire will hold and the war “was over” although attention now turns to the practicalities over implementing the 20-point Gaza peace plan, with a Peace Summit being held in the Egyptian resort of Sharm-El-Sheikh attended by leaders from 27 countries.
Broadly, peace in the Middle East will benefit the industrial gas sector by stabilising global energy markets and enabling significant economic development, which would increase regional demand for gases.
Reduced geopolitical tensions would lower risk premiums and the prospect of supply disruptions, with previous concerns about LNG and helium flows through the pivotal Strait of Hormuz alleviated.
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