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2026-09-21 18:24:11
[Gulf Shipments Disrupted, LNG Buyers Turn to Diversified Procurement] ⑴ As the US-Israel conflict over Iran disrupts shipments from the Gulf region, liquefied natural gas (LNG) buyers are seeking to diversify their procurement channels. ⑵ Buyers are looking for alternative sources from suppliers in various regions, from West Africa to Indonesia. ⑶ At an industry conference last week, officials and executives stated that Asian governments are seeking to secure LNG supplies from sellers with diversified sourcing channels. ⑷ Meanwhile, producers and trading companies are also looking to expand their supply sources by investing in gas projects and sourcing from different countries. ⑸ The head of the International Energy Agency's Regional Cooperation Centre in Singapore stated that many governments are considering not only diversifying suppliers but also diversifying supply routes. ⑹ This trend could boost projects outside the US and Qatar. ⑺ The US and Qatar currently dominate future LNG capacity expansion plans, but Qatar's LNG infrastructure was damaged in the early stages of the war. ⑻ This dual diversification of supply routes and sources may reshape the global LNG trade landscape, and the investment pace of related projects warrants close attention.
