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Venture Global ‌and Edison said on Thursday they had reached an agreement to settle a long-running arbitration dispute related to accusations that the American exporter of liquefied natural gas failed to provide the Italian firm with contractual shipments.

ARLINGTON, Va. & MILAN--(BUSINESS WIRE)--Venture Global and Edison Announce Calcasieu Pass Arbitration Settlement.

Markets have been rallying lately on optimism about a possible end to the war in Iran. However, lasting damage to the world's supply of liquified natural gas could leave prices elevated long after a resolution is reached—and room to rise for some producers' stocks, according to Goldman Sachs.

Shares in Western gas suppliers and traders have emerged as beneficiaries of the ​U.S.-Israeli war on Iran, as investors expect companies with supply routes that bypass the Middle East to reap a windfall from ‌high energy prices.

Iran damaged two LNG trains in Qatar, taking 17% of its capacity offline for the next three to five years. Cheniere Energy and Venture Global could capitalize on opportunities to supply the world with more LNG following the war.

Geopolitical volatility has redrawn the map of global energy in recent weeks, as prolonged conflict between the US and Iran sent shockwaves through the liquefied natural gas (LNG) sector. With Qatar's export capacity crippled by recent attacks, Goldman Sachs warns market disruptions could persist through 2027.

Goldman Sachs and Morgan Stanley expect solid gains for Venture Global's shareholders. Conflict in the Middle East is making U.S.-produced energy more valuable.