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
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
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,
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