TotalEnergies CEO Patrick Pouyanné recently put it plainly: US LNG cannot fully replace Qatar. Oil markets have substitutes and buffers that can ease pressure. Gas does not — at least not in time for winter 2026-27. This assessment comes amid a rapidly evolving situation in the Middle East. Following Iranian strikes on Qatar’s Ras Laffan […]
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QatarEnergy is moving LNG tankers back to its Ras Laffan Industrial City complex as it prepares to resume exports once safe navigation through the Strait of Hormuz is restored, following a preliminary U.S.-Iran deal that has raised hopes for regional de-escalation. Vessel-tracking data shows that at least four Qatar-owned LNG carriers recently began heading toward […]
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QatarEnergy is preparing for a swift ramp-up of liquefied natural gas (LNG) production at its massive Ras Laffan Industrial City complex once safe shipping resumes through the Strait of Hormuz, according to people familiar with the matter. The world’s largest LNG exporter aims to restore most of its export capacity within two months of the […]
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In a striking display of persistence amid one of the most volatile energy chokepoints in the world, QatarEnergy has successfully moved its ninth known LNG cargo out of the Persian Gulf since the Iran conflict erupted in late February 2026. Bloomberg energy reporter Stephen Stapczynski highlighted the latest transit on X today, noting that the […]
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The global LNG market, once prized for its transparency and reliability, is rapidly adopting the opaque tactics of the shadow oil trade. As the Iran conflict—sparked by U.S. and Israeli strikes in late February—continues to throttle flows through the Strait of Hormuz, major Gulf producers like Qatar and the UAE are turning off AIS transponders […]
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In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial narratives and tech […]
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In a notable development signaling cautious thawing in one of the world’s most critical energy chokepoints, the Qatari LNG tanker Al Sahla is transiting the Strait of Hormuz today, heading directly to China’s Tianjin LNG terminal. Expected to arrive around June 14 with a cargo capacity of approximately 211,842 cubic meters, this marks the third […]
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The European Union’s energy policymakers have spent years touting their “REPowerEU” strategy as a masterstroke of independence from Russian fossil fuels. Yet in March 2026—mere weeks after the EU began rolling out its formal ban on short-term Russian LNG purchases—the bloc imported more Russian liquefied natural gas than in any month on record. According to […]
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While Goldman Sachs and other analysts project a relatively swift rebound in Gulf oil output once the Strait of Hormuz reopens and the ceasefire holds, the outlook for liquefied natural gas (LNG) markets is markedly more cautious. Roughly 20% of global LNG supply—primarily from Qatar—has been disrupted by the conflict, with physical damage to liquefaction […]
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Golden Pass LNG, a major joint venture between QatarEnergy (70%) and ExxonMobil (30%), has reached a historic milestone. On April 22, 2026, the company announced that its first liquefied natural gas (LNG) export cargo has departed from its Sabine Pass terminal in Texas. The 174,000-cubic-meter QatarEnergy-owned carrier Al Qaiyyah loaded the inaugural cargo at the […]
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