Top LNG Signals Aug 24–25 2026
Chokepoint & Supply Disruption
Hormuz Transits Near Standstill — Reuters data show 13 commodity vessels crossed the Strait of Hormuz on August 22 and just four on August 23, with weekly AIS-detected transits roughly 90% below pre-conflict baselines. Read This: Reuters
Qatari Supply Down Over 60% — U.S. firms exported just over 73 million tons of LNG in January–July, up 23% year-on-year, while Qatari flows were cut by more than 60% amid disrupted Gulf freight. Read This: Reuters
Sanctioned Routing Rising at Hormuz — Kpler logged 121 Hormuz crossings in the week of August 17 with laden transits down 27%, sanctioned crossings up from 9 to 16, and Iran's routing scheme reaching 46.3% of traffic. Read This: Kpler via X
Panama Canal Tightens Again — The Panama Canal Authority will cut daily transits to 32 from 36 starting September 15 as low rainfall reduces lock water, raising costs on a key Atlantic–Pacific route. Read This: Financial Times