Menu
  • Topics
    • European LNG market
    • Small-scale LNG
    • Green methane
  • About Us
  • Traderoom
  • Log In
  • Join today
  • Terms and Conditions
  • Privacy Policy
  • Cookie Settings
Product has been added to your cart.

Qatar and the Strait of Hormuz crisis: LNG impact, recovery and the path to 100+ mtpa

Home
Topics
European LNG market
Qatar and the Strait of Hormuz crisis: LNG impact, recovery and the path to 100+ mtpa
22 Sep at 05:18

by Eurolng.com Staff

Qatar and the Strait of Hormuz crisis

Ras Laffan attacks, pre-crisis EU deliveries, repair timelines and North Field expansion

The crisis around the Strait of Hormuz and the strikes on the Ras Laffan industrial complex in March 2026 became the biggest shock to Qatari LNG in recent years. Qatar — one of the world’s two leading LNG exporters — temporarily lost a significant share of capacity, while logistics through Hormuz were nearly paralysed. Below: what happened, what volumes went to the EU before the crisis, how quickly production can recover, and when output can exceed 100 million tonnes per year.

1. Pre-crisis Qatar LNG deliveries to the EU

Before March 2026, Qatar was a stable, though not the largest, LNG supplier to Europe. Industry estimates indicate:

  • In 2025, Qatari LNG deliveries to Europe (EU-27 + UK) totalled about 11.9 bcm (~7–8 % of European LNG imports).
  • In tonnage terms this is roughly 8–9 mt (estimates vary within this range).
  • Most volumes went to Italy, Poland and Belgium (about 10.8 bcm of the 11.9 bcm); the rest to Spain and the UK.
Country / region Qatari share of LNG imports (2025) Comment
Italy ~33 % of LNG imports Highest exposure in the EU
Poland ~25 % of LNG imports Important term-contract buyer
Belgium ~16 % of LNG imports Hub and long-term volumes
EU overall ~6–8 % of LNG imports US remains the dominant supplier

Thus, before the crisis Qatar was not a “critical” supplier for the EU as a whole (unlike the US), but it mattered a lot for individual countries — especially Italy and Poland. The sharp cut in deliveries after March 2026 increased pressure on US and spot LNG.

2. How the crisis affected Qatar

In mid-March 2026, missile strikes damaged two of the 14 liquefaction trains at Ras Laffan — Train 4 and Train 6. Combined capacity: about 12.8 mtpa, or roughly 17 % of Qatar’s export capacity.

QatarEnergy has estimated revenue losses from the damage at around $20 billion a year, with full repairs expected to take 3 to 5 years.

At the same time, the near-total blockage of the Strait of Hormuz sharply reduced the ability to export LNG. By September 2026 Qatar was producing only “very minute” volumes, and global markets reacted with spot price spikes in Asia and Europe to levels not seen since 2022.

3. How quickly can Qatar restore production?

Two different processes must be separated.

What is restored Timeline
Undamaged trains (≈83 %) After Hormuz reopens — return to normal within a couple of weeks; earlier guidance: ~50 % in one month, ~80 % in two months
Train 4 and 6 (12.8 mtpa) Repairs: 3–5 years
GTL (Pearl / Shell) Return expected around Q1 2027

Energy Minister and QatarEnergy CEO Saad al-Kaabi (September 2026) confirmed that once Hormuz reopens, Qatar can resume normal operations “within a couple of weeks” — excluding the 17 % of capacity that will remain offline for years.

4. Crisis exit scenarios

The key trigger is safe, sustained navigation through Hormuz.

  • Fast scenario: the strait reopens → undamaged capacity is back online within weeks.
  • Prolonged scenario: lasting instability → delays to both exports and construction of new North Field trains.

5. North Field expansion and the path to 100+ mtpa

Before the crisis Qatar planned the world’s largest LNG capacity build-out:

Project Capacity Status / timing
North Field East (NFE) ~32 mtpa First train — H1 2027 (shifted from 2026)
North Field South (NFS) ~16 mtpa Target around 2028
North Field West ~16 mtpa Horizon around 2030

Pre-crisis nameplate capacity was about 77 mtpa. After NFE — roughly 110 mtpa; with NFS — around 126 mtpa.

Exceeding 100 mtpa is realistic in the 2027–2028 window if Hormuz normalises and NFE trains come online as planned.

6. Implications for the market and the EU

  • For the EU, the loss of Qatari volumes (previously ~8–9 mt / ~12 bcm per year) increased reliance on the US and the spot market.
  • Italy and Poland were most exposed due to Qatar’s high share in their LNG imports.
  • Longer term, the new capacity wave (including Qatar’s) can still ease the market by the end of the decade — after Hormuz normalises and repairs are completed.

7. Conclusion

Before the crisis, Qatar supplied Europe with about 11.9 bcm of LNG per year (~8–9 mt), mainly to Italy, Poland and Belgium. The Ras Laffan strikes removed 17 % of capacity for 3–5 years, and the Hormuz blockage nearly halted exports. Undamaged capacity can return within weeks of the strait reopening. Crossing 100 mtpa is tied to North Field East and is realistic in 2027–2028 if logistics normalise.

Previous Post
European gas market trends 2026
Next Post
Bio-LNG or diesel: a Sweden case comparison

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Fill out this field
Fill out this field
Please enter a valid email address.
You need to agree with the terms to proceed

Latest Articles

  • QATAR AND HORMUZ: OCTOBER LNG LOADINGS HIT HIGHEST LEVEL SINCE THE CONFLICT BEGAN November 12, 2026
  • SMALL-SCALE LNG MARKET UPDATE: MID-NOVEMBER 2026 November 12, 2026
  • TTF VS HENRY HUB: WHY THE EUROPEAN PREMIUM PERSISTS November 12, 2026
  • EEX launches EU ETS2 auction and spot market from 18 January 2027 November 10, 2026
  • What would have to change for Europe to stop paying more for LNG November 9, 2026

We make 𝐜𝐥𝐞𝐚𝐧 𝐞𝐧𝐞𝐫𝐠𝐲 𝐚𝐧 𝐞𝐚𝐬𝐲 𝐜𝐡𝐨𝐢𝐜𝐞 𝐟𝐨𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐚𝐜𝐫𝐨𝐬𝐬 𝐄𝐮𝐫𝐨𝐩𝐞.

European LNG Intelligence
Peterburi tee 2F, Tallinn, ESTONIA

info@eurolng.com
Topics
European LNG market
Green methane
Small-scale LNG
  • Topics
  • About Us
  • Traderoom
  • Log In
  • Join today
  • Terms and Conditions
  • Privacy Policy
  • Cookie Settings
Cookie Policy (EU)

2026 © All rights reserved

Website design
Manage Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}