Latest Analysis /
East of Suez Gas Service
Global LNG Monthly Series
Published: 15 October, 2026
Highlights:
- Qatari supply will return later than we assumed, so a tight winter will depend on Europe and Northeast Asia competing for Atlantic cargoes while demand does the balancing. Our base case now sees Strait of Hormuz (SoH) flows beginning to recover in March 2027, not end-November. Qatar can deliver ...
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