MEDIUM 📉 Bearish

Hormuz Closure: Why LNG Gets Hit Harder Than Oil

commodities · 10 Mar 2026

What Happened

Qatar's Ras Laffan halt removed ~20% of global LNG supply overnight. TTF surged 76% in a week. Here's why natural gas is the more dangerous story.

Key Takeaways

3 Things to Know

1

TTF gas prices up 76% in one week

2

Qatar Ras Laffan: 77 mtpa offline

3

JKM Asia LNG benchmark up 68% day-on-day

📈 Market Impact

Why It Matters

Qatar restarts within weeks, US LNG fills the gap, TTF retreats from 76% highs.

Background

The Bigger Picture

Ras Laffan sustains infrastructure damage, Strait stays closed, TTF doubles toward €74/MWh.

Source & Tags

Reported by

Finnotia Research

#LNG #Strait of Hormuz #Qatar Energy #Natural Gas Prices #Global Energy Crisis
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Educational only · Not SEBI registered