QatarEnergy struck a deal Thursday with Cheniere Energy to buy 4 million metric tons of LNG annually through 2054, priced off Henry Hub plus a fixed fee, with deliveries starting in the 2030s. Qatar, once the second-largest LNG exporter after the U.S., has seen shipments collapse since Iran bombed its Ras Laffan facility in March, knocking out about 17% of export capacity; repairs are expected to take about three years, and Qatar has declared force majeure monthly while exporting very little through the Strait of Hormuz. Venture Global is reportedly in advanced talks to supply 3 million metric tons annually to Qatar, and Cheniere and Venture Global shares have risen 26% and 40% since the war began. Analysts remain broadly positive: nearly 90% of those covering Cheniere rate it favorably, with an average target of $314, about 9% above Thursday's close, while about 60% rate Venture Global favorably and the rest neutral. The article quotes an analyst saying the U.S. is becoming disproportionately large in global LNG market share as buyers diversify supply.
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natural gasIranStrait of Hormuzenergy security
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PAXG/USDT
▲ Likely positivePAX Gold
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