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Pakistan Faces Winter Gas Shortages if Hormuz LNG Remains Choked
oilprice.com · October 15, 2026 · Week 2026-42
Summary
Pakistan is bracing for severe winter gas shortages due to the disruption of term LNG supplies from Qatar and the UAE. The bottleneck is transit through the Strait of Hormuz, following Iranian strikes on Qatar's Ras Laffan export hub, forcing Pakistan to procure expensive spot cargoes at a significant premium.
Strategic Implication
Highlights the extreme vulnerability of South Asian energy security to geopolitical conflict in the Strait of Hormuz, forcing import-dependent nations onto volatile and expensive spot markets.