Guilded News EP6 Episode

Notes: EP5 asked: in a bottlenecked world, who can raise prices without losing demand? Today, three systems answered simultaneously. Segment 1 — The Qatar Pivot: QatarEnergy halted all LNG production at Ras Laffan Industrial City — the world's largest LNG terminal, 77 million tonnes per year — after Iranian drone strikes on March 2. European natural gas prices surged 50%. Asian LNG spot prices climbed 39%. The headline is Brent crude. The real story is the structural concentration of European energy infrastructure in a new chokepoint — and the discovery that "diversification" away from Russian gas built a new dependency, not independence. Segment 2 — The Tariff Trap: The Supreme Court struck down IEEPA tariffs on February 20 (Learning Resources Inc. v. Trump, 6-3). Trump responded immediately with a Section 122 rep ...