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War is reshaping LNG beyond winter

If LNG leaders went to Gastech 2026 in Bangkok looking for signs of direction amid the turmoil of the conflict in the Middle East, they left sorely disappointed.

  • Middle East conflict makes LNG supply more vulnerable and unreliable
  • 20% of global supply behind Strait of Hormuz now interruptible
  • US LNG surge forces buyers to proceed despite risks and uncertainties

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