Expert Call: Strait of Hormuz & Implications for LNG Carrier Demand

Research evidence excerpt

Expert Call: Strait of Hormuz & Implications for LNG Carrier Demand

Global | LNG EquityJulyResearch10, 2026

Expert Call: Strait of Hormuz & Implications for

LNG Carrier Demand

Please join us 5 August as we welcome back Alexandros Politis-Kalenteris,

Deputy COO of TMS Cardiff, an LNG Carrier fleet management company, for

an update on the Strait of Hormuz LNG shipping situation from an experienced

ocean transportation industry observer. The call will focus on current impact

to LNG trade flows, expectations for a return to normalisation, potential future

diversification of LNG supply and the longer-term impact on LNG Carrier

demand.

Weds, 5 August 2026, 2:00 PM BST/ 3:00 PM CEST/ 9:00 AM EDT —Register here

.

Background

With Strait of Hormuz shipping disruption once again at the forefront of investors minds, we are

pleased to welcome back Alexandros Politis-Kalenteris, Deputy COO of TMS Cardiff, specializing

in LNG shipping and fleet management to discuss the current situation from first-hand experience

and provide insight into how shipping companies are approaching the evolving and uncertain

environment. The call will include the expected longer-term impacts on LNG trade flows through the

Strait of Hormuz, likelihood of LNG supply diversification and how that translates to LNGC demand.

Relevant stocks: GTT, Technip Energies, Maire

Jefferies Hosts: Jamie Franklin (European Energy Services Research), Mark Wilson (European

Energy Research), Emma Schwartz (US Energy Research)

Wednesday, 5 August 2026, at 2:00 PM BST/ 3:00 PM CEST/ 9:00 AM EDT

To register for the call, please click on the following link:

LINK TO REGISTER There will be no replay available for this call. Emma Schwartz * | Equity Analyst

1 (212) 336-7254 | emma.schwartz@jefferies.com

SPEAKER BIOGRAPHY