Qatar could restore LNG production at unaffected Ras Laffan trains within a month after safe shipping through Hormuz resumes, sources told Reuters. Shipping and logistics are deemed the main bottlenecks, rather than plant operation.
QatarEnergy CEO Saad al-Kaabi has identified shipping logistics as the biggest hindrance to resuming LNG exports from Ras Laffan once the Strait of Hormuz reopens, underlining tight tanker availability and routing constraints may impact the recovery of one of the world’s largest LNG export terminals.
Soaring electricity demand from AI data centres could transform the upcoming global LNG glut into a shortage by 2030, QatarEnergy CEO Saad al-Kaabi said at the LNG2026 conference in Doha. If demand overshoots expectations and the LNG build-out cannot keep pace, prices may spiral.
Qatar is progressing to expand its LNG production from 77 million tonnes to 142 million tonnes per annum in-country, with QatarEnergy CEO Saad Al-Kaabi announcing the first new mega-train from the North Field LNG expansion programme is expected to come online by the third quarter of 2026.