Qatar LNG under constraint: capacity loss and export dislocation

Posted in Analysis, LNG on

By Irina Mironova for Cedigaz

Qatar’s LNG system has been materially disrupted following the escalation in the Middle East after February 28, 2026. The closure of the Strait of Hormuz and direct attacks on energy infrastructure have cut off export flows and constrained production.

Status update on Qatari capacity

At the liquefaction level, two trains (QELNG South 2 Train 4 and QELNG South 3 Train 6) have been taken out of service, removing approximately 12.8 mtpa – around 17% of Qatar’s capacity. The damage involves critical components such as main cryogenic heat exchangers, implying long lead times for replacement and extended outages of at least three years, and potentially up to five. QatarEnergy estimates the impact at around $20 billion per year in lost revenue.

GLOBAL HYDROGEN MARKET – 2026 ASSESSMENT

Recent trends and prospects

Posted in Hydrogen, Zero Carbon Gas on

CEDIGAZ has recently published its annual survey on the global hydrogen market along with comprehensive databases on low-emission hydrogen production projects worldwide. The report tracks recent policy and market developments of the global low-emission hydrogen sector. It also focuses on project development and medium-term demand and supply prospects.