Strait of Hormuz LNG disruption puts prices, trade flows and demand under pressure

Strait of Hormuz LNG disruption scenarios: quarterly TTF gas price forecasts through 2028

The Strait of Hormuz LNG disruption is reshaping global gas trade, with around 80% of previously available exports from Qatar and the UAE sidelined. This report models four supply scenarios through 2028, ranging from an April 2027 restart to prolonged restrictions on Gulf LNG shipments. The analysis shows that the timing and duration of disruption matter more than the initial […]

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