21 LNG cargoes exited the Strait of Hormuz in September, the most in a month since the Iran war began but well below pre-war levels, Reuters data shows. The Strait handled one fifth of global LNG supply. #LNG#Hormuz#Qatar#Gas
LNG Canada will double capacity from 14 to 28 mtpa after partners approved Phase 2. The Shell-led expansion will add two LNG trains in British Columbia, with commercial operations expected in the early 2030s. #LNG#Canada#Shell#NaturalGas
QatarEnergy has extended force majeure on LNG deliveries to Asia and Europe through November as Hormuz remains largely blocked. Qatar has shipped just 18 LNG cargoes versus 509 a year earlier, highlighting the scale of disruption. #LNG#Qatar#Hormuz
The Iran war is creating very different winners across energy. Oil above $100, record refining margins and lost Qatari LNG supply are reshaping earnings, with Chevron, ConocoPhillips, Cheniere, Shell and Marathon among stocks to watch. #Oil#Energy#LNG
Global LNG buyers are rethinking supply security after months of disruption at Hormuz. China, which sourced nearly 30% of its LNG from Qatar last year, is now exploring long-term deals with exporters outside the Gulf. #LNG#China#Qatar#Energy
