Insight
What the Middle East conflict means for the South Asian LNG market
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The force majeure in Qatar affects ~20% of global LNG supply, hitting South Asia hardest, due to a high reliance on Qatari volumes. Gas demand curtailments are underway in South Asia and will deepen if the shutdown extends. Rising energy import costs strain finances. More expensive spot LNG, higher oil-indexed contracts, and costly alternatives (including LPG, urea) will inflate import bills and pressure foreign exchange reserves. This insight examines how South Asian markets will respond to a 2-month supply curtailment over the coming months.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Impact of the Middle East conflict on metallurgical coal
Energy crisis: The catalyst for coal’s return?
$1,100
Insight
Middle East conflict: Impact on steel cost
DRI and EAF producers brace for an uptick in costs due to rising gas and energy prices
$1,050
Insight
Middle East conflict: implications on the global LNG market
Following the halt in traffic through the Strait of Hormuz and QatarEnergy halting LNG production we analyse the global gas market impact.
$950
