Impacts on the U.S. Power Grid from the Iran War
Peter Zeihan
2 min
The United States is insulated from immediate Iran war impacts due to energy export status and geographic location. Indirect supply chain issues may arise later in the year affecting manufacturers.
Key points
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The Strait of Hormuz closure locks 20% of global liquefied natural gas.
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Importers face problems if they cannot keep lights on.
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The United States is insulated because it is in a different hemisphere.
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The United States is a net exporter of every type of energy.
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There is no direct link unless something used to make electricity connects back.
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Liquefied natural gas is the only fuel with a direct link.
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The United States is the world's largest exporter of liquefied natural gas.
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There is currently no direct link affecting the U.S. power grid.
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