Key Takeaways Global LNG supply hit by Qatar disruption, boosting demand for U.S. exporters like LNG, VG and CVX.Damage to key export hubs removed nearly one-fifth of global LNG supply, lifting prices and valuations.Stable U.S. gas costs and strong storage levels support margins and long-term export growth outlook.The global energy market is facing a sharp supply shock as geopolitical tensions disrupt key liquefied natural gas (“LNG”) export hubs. Damage to major facilities in Qatar has removed a significan ...