The businesses behind the backup plan
One is leaning harder on domestic nuclear power to reduce its exposure to imported gas. One is building the ships that longer, less direct trade routes consume. One is developing the flexible LNG supply buyers now value more highly. None was created by this crisis. Each is well positioned to benefit as the cost of resilience reaches company decisions, contracts and order books – though at different speeds and through different mechanisms.
Jul 30, 2026
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7 min read