Shell expects big declines in second-quarter gas and LNG output due to damage to LNG trains and the Pearl GTL plant in Qatar, plus the impasse in the Strait of Hormuz.
Published:
Thu, May 7, 2026
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Production outages and shipping constraints caused by the Mideast crisis could see Shell’s Integrated Gas output drop by more than one-third out to end-June.
If the disruptions to Mideast LNG continue to year's end, global LNG supply could experience a rare annual contraction, according…
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A new study from Shell shows an LNG industry that is resilient but facing a potential supply gap in the coming years.
Shell Warns Global LNG Supply Could Contract if Strait of Hormuz Disruption Continues
Qatar announced a production halt at a facility last week and declared force majeure on LNG shipments.
As noted, 20% of global LNG supplies pass through the Strait of Hormuz, and after its closure, they were effectively blocked
