QatarEnergy says Hormuz crisis may delay some expansion projects

Live updates

1. 35d ago

   QatarEnergy Extends LNG Force Majeure Amid Hormuz Disruptions

   QatarEnergy has prolonged force majeure on liquefied natural gas deliveries to clients in Europe and Asia as severe shipping constraints persist in the Strait of Hormuz. The ongoing maritime crisis has exposed significant vulnerabilities across Gulf energy infrastructure, forcing producers to seek alternative export routes. Oil shipments originating from Hormuz-dependent Gulf states dropped by 36.4 percent during the first month of the disruption. According to TESPAM, this blockage triggered an estimated $15.2 billion decrease in export revenues, while Kuwait, Qatar, and Bahrain experienced the heaviest logistical blows from the waterway's closure.

   Why it matters

   The Strait of Hormuz crisis presents severe operational hurdles for major Gulf hydrocarbon exporters reliant on the shipping lane. QatarEnergy maintains active force majeure declarations on supply agreements, affecting prominent clients including Italy's Edison. Edison anticipates receiving no Qatari shipments until early December despite reports indicating that slightly more liquefied natural gas has managed to transit the waterway recently.

   What is confirmed

   • QatarEnergy has extended force majeure on liquefied natural gas deliveries to European and Asian buyers.
   • Oil shipments from Gulf producers reliant on the Strait of Hormuz fell 36.4% in the first month of the crisis, according to TESPAM.
   • The shipping disruptions resulted in an estimated $15.2 billion decline in export revenues for Hormuz-reliant producers.
   • Kuwait, Qatar, and Bahrain have borne the heaviest disruption due to their dependence on the waterway.
   • Italy's Edison expects no Qatari cargoes until early December.

   Still unconfirmed

   • The crisis in the Strait of Hormuz may delay some of QatarEnergy's expansion projects, including new LNG trains.

   What to watch next

   • Any updates regarding the official operational timeline of the first production line of the North Field East LNG Project, which is expected to operate in the first half of 2027.
   • Developments concerning Gulf states establishing new oil export routes to bypass the Strait of Hormuz.
   • Decisions by QatarEnergy to lift force majeure on liquefied natural gas deliveries to European and Asian buyers.
   Sources used for this update (7)

   1. www.energypolicy.columbia.edu — Live Updates: Iran and the Conflict in the Middle East - Center on Global Energy Policy at Columbia Unive....
   2. en.yenisafak.com — Hormuz crisis pushes Gulf states toward new oil export routes
   3. mynews13.com — St. Cloud to vote on proposed $231.3 million budget
   4. www.gulf-times.com — tag - Gulf Times
   5. edgeconsultancykw.com — QatarEnergy Extends LNG Force Majeure as North Field ...
   6. enterpriseam.com — More Qatari LNG is getting through Hormuz, but QatarEnergy ...
   7. pgjonline.com — QatarEnergy extends LNG force majeure for European, Asian buyers
   confidence 100%
2. 38d ago

   QatarEnergy warns Hormuz crisis may delay LNG expansion projects

   The crisis in the Strait of Hormuz may delay some of QatarEnergy's expansion projects, including new LNG trains. QatarEnergy has extended force majeure on LNG deliveries to customers in Europe and Asia due to severe shipping disruptions. The first production line of the North Field East LNG Project is expected to operate in the first half of 2027.

   Why it matters

   The Strait of Hormuz is a critical waterway for oil and gas shipments, and disruptions can have significant impacts on global energy supplies. Qatar is one of the world's largest exporters of liquefied natural gas (LNG). The crisis in the Strait of Hormuz has raised concerns about the security of LNG shipments.

   What is confirmed

   • QatarEnergy's LNG expansion projects may be delayed due to the crisis in the Strait of Hormuz.
   • The first production line of the North Field East LNG Project is expected to operate in the first half of 2027.
   • QatarEnergy extended force majeure on LNG deliveries to customers in Europe and Asia.
   • Shipments to vital Asian and European buyers will remain suspended into November and early December.

   Still unconfirmed

   • Two Ras Laffan LNG trains require three years for repair.

   What to watch next

   • The resumption of normal shipping operations in the Strait of Hormuz
   • The impact of the crisis on QatarEnergy's LNG production and delivery schedules
   • Decisions on potential rerouting of LNG shipments
   Sources used for this update (8)

   1. www.usfunds.com — Why Berkshire Hathaway Sold Oil and Bought Delta Air Lines - USFunds
   2. finance.yahoo.com — Saudi Pipeline Restart Fails to End Oil Market Tightness
   3. www.marketscreener.com — Qatar Airways retires idle A330s and sends pilots to RwandAir as Iran war drags
   4. adalytica.com — QatarEnergy LNG expansion delayed by Hormuz crisis
   5. www.thenationalnews.com — Qatar extends LNG force majeure as Hormuz disruption ...
   6. guavy.com — Hormuz Crisis Threatens Qatar's LNG Expansion Plans | Guavy
   7. www.energylivenews.com — The Smarta Weekly Market Update – 22nd September 2026 - Energy Live News
   8. oilprice.com — Qatar Extends LNG Force Majeure as Hormuz Crisis Drags ...
   confidence 85%
3. 45d ago

   Hormuz Crisis Threatens QatarEnergy LNG Expansion Projects

   QatarEnergy warns that the crisis in the Strait of Hormuz may delay expansion projects, including new LNG trains. While the Energy Minister suggests capabilities could return to normal within two weeks of the strait reopening, the CEO confirmed that two Ras Laffan LNG trains require three years for repair. Despite these setbacks, the first production line of the North Field East LNG Project is expected to operate in the first half of 2027, and some tankers continue to push through the strait as Qatar and the UAE address a supply crunch.

   Why it matters

   The Strait of Hormuz is a critical chokepoint for global energy exports. Qatar is currently investing 83 billion dollars into LNG expansion to increase its global market share. Disruptions to this waterway directly impact the delivery of materials and the export of finished gas.

   What is confirmed

   • QatarEnergy stated that the Hormuz crisis may delay some expansion projects.
   • Two Ras Laffan LNG trains will take three years to repair.
   • The first production line of the North Field East LNG Project is expected to operate in the first half of next year.
   • Qatar's Energy Chief expects the LNG expansion startup in 2027.

   Still unconfirmed

   • Qatar LNG capabilities could return to normal within a couple of weeks of Hormuz reopening.
   • The Hormuz blockage puts Qatar's 83 billion dollar LNG bet at risk.
   • Pakistan secured a Qatar LNG shipment following a deal with Iran.

   What to watch next

   • Official reopening of the Strait of Hormuz
   • Operational status of the first North Field East production line in early 2027
   • Updates on the repair progress of Ras Laffan LNG trains
   Sources used for this update (10)

   1. Reuters — QatarEnergy says Hormuz crisis may delay some expansion projects
   2. Bloomberg.com — Qatar’s Energy Chief Sees LNG Expansion Startup in 2027
   3. Crude Oil Prices Today | OilPrice.com — LNG Tankers Push Through Hormuz Again as Qatar, UAE Fight Supply Crunch
   4. Breakingthenews.net — QatarEnergy: Gas can flow again soon after Hormuz reopens
   5. The Peninsula Qatar — Qatar LNG capabilities could return to normal within couple of weeks of Hormuz reopening: Energy Minister
   6. Energy Connects — Pakistan Secures Latest Qatar LNG Shipment After Deal With Iran
   7. gasworld — Two Ras Laffan LNG trains will take three years to repair confirms QatarEnergy CEO
   8. ChemNet News — Qatar: The first production line of the North Field East LNG Project is expected to be put into operation in the first half of next year.
   9. oilprice.com — Hormuz Blockage Puts Qatar's $83 Billion LNG Bet at Risk
   10. www.marketscreener.com — QatarEnergy on Energy Security and Supply
   confidence 90%