Global Commodities: Dancing in the Dark

JPMorgan Global Research has released a global commodities podcast featuring Otar Dgebuadze, European Gas Researcher, discussing the current dynamics in oil and gas markets. LNG tanker transits are at their highest level since March, and Qatar's liquefaction capacity utilization has reached its highest level since the outbreak of the conflict. The podcast was recorded on October 9, 2026, and the related research report is available exclusively to institutional clients.