Hormuz Disruption Adds $39B to 2026 Global LNG Import Bill

Rystad Energy estimates that disruptions to Qatari and UAE LNG exports via the Strait of Hormuz will force global importers to spend at least $39 billion more in 2026, despite buying 60.7 million tonnes less. Buyers are shifting to the spot market to replace volumes, driving up portfolio costs. The estimate underscores the energy-security premium now embedded in LNG pricing due to the Middle East conflict.

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