Demand Signals 13-17 July, 2026

HORMUZ-DRIVEN PROCUREMENT SHIFTS

Pakistan Spot Buying Wave — Pakistan plans up to six LNG cargoes for August and issued a July 17 tender for late-July delivery, taking July spot buying to at least four cargoes as Hormuz cuts Qatari flows. Read These: Bloomberg, OilPrice.com, Bloomberg

China Diversifying from Qatar — Sinopec and PetroChina are in discussions with non-Persian Gulf LNG exporters to cut reliance on Qatar's Ras Laffan as Strait of Hormuz disruption threatens the long-established supply chain.
Read This: Bloomberg