For each day the disruption continues, roughly three Qatari LNG cargoes are effectively removed from the market, according to Bloomberg calculations based on 2025 output data. Combined, the outages amount to about 20% of global LNG supply. BloombergNEF data show that global LNG imports totaled eight million tonnes last week, down 26% from the previous week. During the same period, LNG supply declined 16%. The situation is diminishing the odds that a long-awaited LNG supply glut will materialise this year.

Source: The Edge Markets March 11, 2026 08:31 UTC