The Middle East supply disruption could boost the development of a long-planned Alaskan gas pipeline and export project, a project the White House hopes to build. The $44 billion proposal, which has faced challenges due to expanding Gulf Coast exports and logistical issues, is estimated to be the single most important energy infrastructure project of the administration. The Iran conflict highlights risks to supplies that transit through unstable regions, leading to soaring prices in Asia and Europe. Analysts and executives are now seeing new momentum for projects from stable suppliers like the U.S. and Canada. The Alaska project, which envisions LNG exports starting in 2031, hasn't yet reached a final investment decision.