Qatar's latest timeline revision for the North Field East expansion, pushing first production to Q4 2026 at the earliest, reinforces that the much-anticipated LNG supply wave will build more slowly than markets had expected. With global inventories tight and a significant share of North Field capacity still lacking firm offtakers, the delay carries real market weight.
| Subscriber content | ||
![]() This content is available only to subscribers please log in below or subscribe now / request a free trial |
||
|
|
||