Knowledge Tree
Anne-Sophie Corbeau
Facts (15)
Sources
Iran Conflict Brief: The High Cost of Attacking Energy Infrastructure energypolicy.columbia.edu Mar 19, 2026 15 facts
claimAnne-Sophie Corbeau serves as a global research scholar at the Center on Global Energy Policy and is an authority on the intersection of geopolitics and natural gas.
claimAnne-Sophie Corbeau's worst-case scenario for the energy supply involves an attack on Kharg Island or South Pars, followed by retaliatory damage to Qatar's LNG facilities, which would impact both existing infrastructure and facilities under construction.
claimAnne-Sophie Corbeau has two decades of experience in senior roles at the International Energy Agency and BP, where she focused on European energy security and the role of hydrogen.
perspectiveAnne-Sophie Corbeau asserts that energy security is fundamentally dependent on supply diversity, noting that the current concentration of LNG sources poses a significant risk.
claimAnne-Sophie Corbeau predicts that if LNG supply growth remains at zero, the market will likely experience gas-to-coal switching and demand destruction, including the curtailment of power demand.
perspectiveAnne-Sophie Corbeau asserts that if the current Iranian regime remains in power, the threat to the Strait of Hormuz, as well as to oil and Liquefied Natural Gas (LNG) flows, will persist.
claimAnne-Sophie Corbeau is a global research scholar at the Center on Global Energy Policy and an expert on the intersection of geopolitics and natural gas.
claimAnne-Sophie Corbeau identifies a significant price risk for US LNG because most US LNG is priced based on the Henry Hub benchmark.
claimAnne-Sophie Corbeau notes a discrepancy between the official US Energy Information Administration (EIA) outlook—which predicted moderate LNG export increases and declining domestic demand—and current market trends showing strong export growth and sustained domestic demand.
measurementAnne-Sophie Corbeau estimated that global LNG supply for 2025 was initially expected to reach 630 billion cubic meters, based on a starting level of 590 billion cubic meters plus an anticipated 40 billion cubic meters of additional supply.
perspectiveAnne-Sophie Corbeau posits that Iran may be attempting to use economic pressure on Asian and European countries—via energy market disruption—to discourage them from supporting the United States and Israel in the current conflict.
claimAnne-Sophie Corbeau projects that if LNG liquefaction plants in Qatar fail to restart during 2026, global LNG supply levels would regress to those observed in 2021.
claimAnne-Sophie Corbeau observes that the current gas crisis is the second one in four years, impacting regions globally including Asia, Europe, and Latin America, leading to potential future reductions in dependency on LNG.
perspectiveAnne-Sophie Corbeau observes that European countries are discussing accelerating electrification to reduce dependency on natural gas, though actual electrification rates have remained relatively stable.
claimAnne-Sophie Corbeau observes that, based on events over the preceding 20 days, Arab and Muslim nations desire the fall of the current Iranian regime.