According to agency analysis, the traffic volume of Qatari LNG carriers through the Strait of Hormuz picked up in September, but it is unlikely to mark a lasting recovery. Since most goods are shipped via secret shipping, shipping traffic is still vulnerable to repeated escalations of conflict. Qatar can expand shuttle transportation to increase exports, but security risks limit room for growth. If the risk of transit continues until the beginning of 2029, global LNG exports may not return to pre-war levels until the end of 2027 or 2028, depending on how quickly Qatar's transit is recovering.
Zhitongcaijing · 3d ago
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According to agency analysis, the traffic volume of Qatari LNG carriers through the Strait of Hormuz picked up in September, but it is unlikely to mark a lasting recovery. Since most goods are shipped via secret shipping, shipping traffic is still vulnerable to repeated escalations of conflict. Qatar can expand shuttle transportation to increase exports, but security risks limit room for growth. If the risk of transit continues until the beginning of 2029, global LNG exports may not return to pre-war levels until the end of 2027 or 2028, depending on how quickly Qatar's transit is recovering.
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