The U.S.-Israeli conflict with Iran has significantly impacted the global gas supply chain, as it has fewer rerouting options and less storage capacity than the oil market. This makes the impact for gas consumers more acute as key gas infrastructure, such as liquefaction plants, is more complex and expensive to build and repair than the crude equivalent. The price of gas has also increased, indicating a longer recovery than oil. This has led to a significant increase in gas costs, which is likely to slow the addition of new gas-fired power capacity. However, the industry has not yet provided an affordable alternative to gas for electricity. Solar panels and battery systems offer a faster and cheaper way to boost electricity supplies than adding new gas capacity. The surge in gas power costs is also contributing to the industry's rapid expansion of LNG industry.