Middle East, shipping and energy

Comparing the Gulf export decline and additional supply over the same period shows that substitution worked only in part. Stocks and vessel allocation are distinct winter constraints.

iea · 2026-11-03

Non-Gulf LNG partly offsets the Gulf loss; global output still falls 6%

The IEA’s March–October comparison shows Qatar and UAE loadings down more than 60 bcm year on year. Non-Gulf output rose more than 40 bcm, leaving global LNG output about 20 bcm lower.

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