Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

From Exchanges by Goldman Sachs

April 7, 2026 · 16 min

About this episode

This episode discusses the potential impact of the Iran conflict on natural gas prices with insights from Samantha Dart.

While oil dominates headlines amid the Iran conflict, an equally unsettling story is playing out in natural gas markets that may pose an even greater threat. In this episode of Goldman Sachs Exchanges, Samantha Dart, co-head of Global Commodities Research, explains why the length of the Iran conflict could have a significant impact on natural gas prices. This episode was recorded on April 6th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any…

People in this episode

Guest: Samantha Dart

Topics covered

  • natural gas
  • Iran conflict
  • commodity prices
  • energy markets
  • global commodities research

Keywords

  • natural gas
  • Iran conflict
  • commodity prices
  • Samantha Dart
  • Goldman Sachs

Mentioned in this episode

Organizations: Goldman Sachs

Places: Iran

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