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Data item details


Name
Global LNG balance 2026-2025 variation if the Strait of Hormuz were closed until the end of 2026 (bcm)
Source
ACER based on ICIS.
Identifier
Reference
Slide 11
Comment
Note: For ramp up projects, nameplate capacity has been considered as that observed in March with an availability factor of 0.95. In addition, resuming exports from 1 July 2026 assumes that both Qatar/UAE LNG production and the Strait of Hormuz reopening returns to pre-conflict levels. This scenario considers 17% curtailment of Qatar’s LNG export capacity. Note also that Qatar and UAE produced gas above their nameplate capacity (112 bcm together) in 2025.

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2026-04-21 12:06

Fields to export
Event Global LNG balance 2026-2025 variation if the Strait of Hormuz were closed until the end of 2026 (bcm)
Qatar + UAE nameplate capacity lost-112
Ramp up projects 202550
New projects 202615
Qatar + UAE delivered up to 1 April20
2026 global LNG balance (blockade until end 2026)-27
Resuming exports from 1 July 202647
2026 global LNG balance (resuming exports from July 2026)20