Geopolitical tensions continue to reshape the global energy landscape. Recent reports indicate that international sanctions have significantly delayed Russia's ambitious LNG expansion plans—pushing back its 100 million tons per annum production target by several years. This shift has profound implications for energy markets worldwide, affecting commodity prices, supply chain dynamics, and the broader macroeconomic environment. The delayed LNG capacity directly influences global gas availability, shipping routes, and energy security strategies across multiple regions. Such supply-side disruptions ripple through interconnected markets, impacting everything from industrial production to infrastructure investment cycles. For those tracking long-term resource allocation and geopolitical risk factors, this development underscores how external shocks reshape commodity fundamentals and reshape global capital flows.