April 22, 2026

HORMUZ CRISIS: DEMAND DESTRUCTION, SHIPPING DISLOCATION & CASCADING SUPPLY RISK

Pakistan's 5,500 MW of LNG power sits idle with the country short 300 mmcfd against a 400 mmcfd requirement — Islamabad is seeking spot cargoes while SOCAR says it can supply once Pakistan LNG Limited formally requests. Read This: Arab News

GECF secretary general warns demand destruction may become structural as more than 500 million barrels of crude and condensate have been knocked out since late February — the anticipated 2026 gas market pivot to oversupply is now in doubt, while North American producers capture European and Asian markets that African producers cannot reach at full capacity. Read This: Reuters

Forced Action April 22, 2026

April 21, 2026 Origination Brief

GLOBAL SUPPLY ORIGINATION Golden Pass LNG loads inaugural export cargo. A tanker arrived at the 2.4 bcfd Golden Pass LNG facility in Texas — developed by QatarEnergy and ExxonMobil — to collect its first LNG export cargo. Read This: Reuters via Baird Maritime LNG Canada hits full capacity with 15 April

April 21, 2026

Hormuz Closure & Qatar Outage: Crisis Transmission Qatar's damaged LNG infrastructure and a choked Strait of Hormuz are forcing sovereign-level responses, with price-sensitive importers bearing the sharpest impact. Pakistan's power grid collapses as Qatar LNG vanishes LNG generation in Pakistan plummeted 67% after QatarEnergy suspended production,

April 20, 2026 Origination Brief

LONG-TERM CONTRACT OPPORTUNITY SIGNALS Turkey-Iran 9.6 bcm pipeline expires July. Turkish Energy Minister Alparslan Bayraktar said the long-term Iran gas import contract expires in July with no extension negotiations under way. Read This: Reuters BOTAS secured 10-year Russia LNG license. Turkey's regulator issued BOTAS a 10-year import

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Forced Action April 22, 2026

April 21, 2026 Origination Brief

April 21, 2026

April 20, 2026 Origination Brief