LNG Themes: Oct 13–19, 2026

THEME 1: GULF LNG IS OUT FOR LONGER (Markers cited: 17)

• Damage is measured in years
  • Iranian strikes destroyed two Ras Laffan cold boxes. QatarEnergy’s al-Kaabi estimated 3–5 years to full repair. Reuters
  • Qataris said Ras Laffan would take at least three years to return to full operation. One-third of global helium supply is also trapped. CBS News
  • 12.8 Mtpa (17%) of Qatar’s export capacity is offline. OilPrice