New LNG supply could soften the long-term impact of Gulf disruption

LNG supply outlook under prolonged Strait of Hormuz disruption

The next wave of global LNG supply could significantly reduce the long-term market impact of the recent Gulf disruption, even if shipping constraints through the Strait of Hormuz continue to slow the recovery of Qatari exports. North American LNG has already helped absorb part of the supply shock, with new US and Canadian projects offsetting some of the losses from […]

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