The 2026 AI compute crisis and the Iran war energy shock are the same supply chain disruption, observed at opposite ends. Here is why it matters.

Qatar's LNG exports halted for 60 days after Strait of Hormuz closure and Ras Laffan strikes. Full restoration could take 3-5 years, reshaping global energy markets.

The 2026 AI compute crisis and the Iran war energy shock are the same supply chain disruption, observed at opposite ends. Here is why it matters.