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23.09.26 - 14:01
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LNG Buyers Scramble For Conflict-Free Supplies Beyond Gulf As War Rejiggers Global Energy Flows (ZeroHedge)
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LNG Buyers Scramble For Conflict-Free Supplies Beyond Gulf As War Rejiggers Global Energy Flows
Since the early days of the US-Iran conflict, we have tracked the rewiring of global energy flows. That theme continues today and is accelerating as LNG buyers seek supplies and shipping routes well beyond the Gulf. Before the conflict, roughly one-fifth of global LNG trade transited through the Strait of Hormuz, concentrating risk at a single chokepoint. That vulnerability is now driving buyers to rejigger supply networks.
At last week's Gastech annual conference and exhibition for natural gas and LNG in Bangkok, Thailand, Reuters cited energy executives, government officials, buyers, traders and investors who discussed the urgency of securing new supplies from conflict-free areas, largely because the Hormuz chokepoint has become a major liability.
Asian governments are pursuing longer-term supply security, while producers and trading houses are broadening their supply networks to include s...
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20.09.26 - 18:12
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Qatar Says LNG Damage May Take Years to Repair (Bloomberg)
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Joining Bloomberg This Weekend, Qatar Central Bank Governor and Qatar Investment Authority Chairman Sheikh Bandar bin Mohammed bin Saoud Al-Thani says damage to the country's LNG facilities could take two to three years to repair, with the conflict contributing to a 7% economic contraction even as the non-hydrocarbon economy grows. He says Qatar's strong fiscal position has allowed QIA to continue investing globally, with technology and AI among its major areas of focus, while the central bank is deploying AI across its own operations.
At the 2026 Qatar Economic Forum, UNGA Special Edition; Powered by Bloomberg.
(Source: Bloomberg)...
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