Insight
What the Middle East conflict means for the South Asian LNG market
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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.
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