EmptyWheel has some discussion of possible negotiator conflicted interests in the negotiations the US had with Iran prior to the decision to go to war. Speculation about Iranian world gas reserves, and the current market situation are a part of that post and commentary. And it all is guesswork. Inferences, about possibilities. Hard evidence might be hard to come by.
See, also: https://www.qatarenergy.qa/en/MediaCenter/Pages/newsdetails.aspx?ItemId=3892 and- https://energy-oil-gas.com/news/us-lng-exports-outpace-qatar-in-landmark-year-for-natural-gas/
https://en.wikipedia.org/wiki/Liquefied_natural_gas
Fat city, for US fossil fuel firms. Trump presumably would not be troubled by such an outcome, short term, mid term, long term. And what of potential investors, if any, having advanced insider knowledge of the Israeli-US war initiation timing? What they, if any, might have been expected by you to have done, in energy markets?
As earlier noted, hard evidence might exist, but it would be hard to unearth.
Expect US pump prices to show an effect.
____________UPDATE____________
One firm: https://www.reuters.com/company/venture-global-inc/
There are several recent (this year, so far) items there, and beyond that, what do I know? Beyond:
That fact flew under Crabgrass attention levels until now. Yours too?
The potential profitable avenues of those making good bets, or having insider knowledge of ongoing Israel-US planning leading to the strikes, are staggering.
Who knew?
FURTHER: https://www.theguardian.com/business/2025/dec/04/venture-global-shares
That item is dated Dec. 4, 2025. So, how long were Bibi and Trump - their people - talking in secret of plans for this now-upon-us Iran war? Who knew? A mere three months ago, until today.
And that's just one fairly new public firm, with its IPO traceable, and with SEC filings.
Not that I'd care. Somebody might.