We attended Montel Energy Day 2026

On 12 March 2026, our Chief Analyst Arne Lohmann Rasmussen spoke at Montel Energy Day in Aarhus, where he addressed the implications of recent geopolitical developments in the Middle East for European gas markets.

In his session, “The Middle East crisis: Implications for gas and CO₂ prices”, Arne highlighted how disruptions to LNG flows through the Strait of Hormuz could increasingly impact gas prices over time, particularly as Europe faces the need to secure significantly more supply following a winter with low storage levels.

He emphasized that the timing of the disruption is critical, with prolonged constraints potentially amplifying market effects across the region.

Watch the full presentation below:

Date: Thursday, March 12

GRM in the media

Many international media channels and journalists have invited our Chief Analyst & Head of Research, Arne Lohmann Rasmussen, to share his expert insights on the oil, gas, and energy markets. Click a logo to see our specialist commentary:

Iran to close the Strait of Hormuz: It could be costly for Denmark.

Maduro overthrow in oil-rich Venezuela unlikely to shake energy markets in the near term.

Strait of Hormuz ship traffic slows to a crawl. Here’s what to know about the key oil waterway.

Strait of Hormuz: What happens if Iran shuts global oil corridor?

European Union’s US gas use set to soar, increasing price volatility.

Missile fears slow traffic in the Strait of Hormuz – energy prices rise.