Middle East gas market impact scenarios show how conflict could reshape global LNG balances

Middle East gas market impact scenarios chart showing LNG capacity loss, Strait of Hormuz supply recovery and global LNG additions from 2026 to 2035

Middle East gas market impact is becoming harder to predict as the conflict moves from transit disruption to direct infrastructure damage. The report sets out three updated scenarios showing how prolonged volatility, lost Qatari capacity and delayed recovery could tighten global LNG balances and keep prices elevated. This analysis explores how the Middle East gas market impact could evolve under […]

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