Ras Laffan LNG disruption: 17% export capacity hit delays market reset
The global LNG system is facing a slower normalization cycle following infrastructure damage at Qatar’s key export hub. The Ras Laffan LNG supply disruption has emerged as a critical factor shaping near-term gas supply dynamics even as geopolitical tensions begin to ease.
Recent assessments indicate that strikes on Ras Laffan Industrial City affected LNG trains and associated gas-to-liquids facilities, temporarily impacting roughly 17% of Qatar’s export capacity. Industry analysts suggest that repairs could take several months, meaning the Ras Laffan LNG supply disruption may delay a full recovery in global LNG supply.
Beyond the physical damage, logistical constraints remain significant. The Strait of Hormuz continues to function as a strategic chokepoint for LNG shipments from the region, and the absence of alternative export routes further intensifies the Ras Laffan LNG supply disruption.
For major LNG importers such as India, the implications are particularly important. A large share of India’s long-term LNG procurement originates from Qatari projects linked to Ras Laffan. As a result, infrastructure recovery timelines in Qatar could directly influence India’s gas availability and procurement strategies.Until repairs are completed and export flows stabilize, the Ras Laffan LNG supply disruption will remain a key variable affecting global LNG supply stability and price volatility, Ras Laffan, Ras Laffan LNG, LNG Disruption, Global LNG, LNG Supply, Gas Markets, Energy Security.