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Tag: Strait of Hormuz

LNG carrier loading at export terminal in Qatar

LNG geopolitics: ceasefire fails to ease supply risks

Chart showing LNG carriers spot charter rates and JKM versus LNG deliveries, highlighting the impact of Hormuz disruption.

LNG carriers: the shipbuilding boom meets a geopolitical storm

Gulf LNG supply disruption visual showing an LNG export terminal and carrier during a global supply shock

Global LNG supply faces acute short-term risk as Gulf gas disruption removes 20% of the market

Map showing major global oil and LNG chokepoints and the share of maritime trade passing through the Strait of Hormuz, Strait of Malacca, Suez Canal and Bab el-Mandeb, and Panama Canal.

LNG chokepoint risk remains high for importers despite abundant global supply

global LNG supply disruption Strait of Hormuz impact scenarios

Strait of Hormuz disruption threatens up to 87 bcm of global LNG supply

Persian Gulf LNG supply disruption chart showing TTF and Argus North-East Asia gas prices surging in March 2026

Persian Gulf LNG supply disruption sends global gas prices higher and delays market rebalancing

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 scenarios show how conflict could reshape global LNG balances

Qatar LNG supply disruptions chart showing US LNG destination shifts from Europe to Asia in 2025 actual and 2026 scenarios

Qatar LNG supply disruptions tighten global LNG market and reshape shipping dynamics

India energy imports from the Middle East chart showing LNG, LPG and natural gas import dependence in 2024

India LNG vulnerability rises as Gulf crisis exposes supply and price risks

Strait of Hormuz LNG disruption chart showing LNG flows and share of gas demand by country

Strait of Hormuz LNG disruption exposes risks to global LNG supply and Asian gas markets

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