Middle East LNG Supply Still Disrupted Seven Months After Iran War

· Oil & Gas · Iran · Qatar

Liquefied natural gas supply from the Middle East has not recovered in any meaningful way seven and a half months after the Iran war choked oil and gas shipments through the Strait of Hormuz. Since March, only occasional LNG cargoes have managed to squeeze through the chokepoint, which normally handles about a fifth of global liquefied natural gas supply. The disruption has upended gas markets worldwide, forcing buyers in Asia and Europe to seek alternative sources and reshaping global trade flows. The continued bottleneck underscores how a single geographic chokepoint can destabilise energy supply for months, with no clear timeline for normalisation.

Why it matters：The prolonged outage of a chokepoint carrying a fifth of global LNG supply keeps gas prices volatile and forces buyers to rewire trade routes, a structural shift for energy importers worldwide.

Key points

  • The Strait of Hormuz disruption began with the Iran war and has persisted for over seven months.
  • Only occasional LNG cargoes have transited since March.
  • The chokepoint normally carries about one-fifth of global LNG supply.

Sources (original reporting)

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