In LNG, Pakistan is moving to lighten its 2026 intake as domestic demand stays weak and RLNG prices bite.
Islamabad plans to ask Qatar to defer or sell 24 long-term cargoes next year and will request Eni to divert 11 additional cargoes starting in February 2026.
Industrial gas burn has fallen sharply and power sector consumption is running well below prior norms, while more volumes are being steered to subsidized households.
The longer-term picture shows five straight years of declining LNG imports and a growing push into solar, which together temper South Asian pull on the Atlantic Basin.
For U.S. exporters, this tilts spot marketing toward Europe and Northeast Asia this winter, with contract flexibility and diversion rights taking on added value.
source: Gelber and Associates
