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

Research evidence excerpt

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

EUROPE | Oil Services & Equipment EquityJulyResearch22, 2026

INVITE — 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

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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.

SPEAKER BIOGRAPHY

Mr.