LNG Markets Roiled as War Disrupts Qatar Exports

War in the Middle East has damaged Qatar's LNG infrastructure and forced force majeure on LNG exports, triggering an ~80% price surge and turning a looming LNG glut into a global supply-chain crisis. Despite overall ample supply, chokepoints and geopolitical events are disrupting flows, with Asian buyers cutting imports and even shifting back to coal; repair could take years, potentially reshaping LNG’s role as a bridge fuel even as long‑term demand remains supported by IEA projections.