Global LNG Expert Warns: India Faces Severe Energy Challenge Amid Iran War, Qatar Halt

• Middle East conflict has halted Qatar's LNG exports through the Strait of Hormuz, impacting 20% of global trade and severely affecting Asian importers like India.
• LNG expert Anne-Sophie Corbeau states replacing the 110 BCM lost supply is extremely difficult due to a tight market and lack of immediate alternatives from Canada or Mozambique.
• The crisis duration depends on the resumption of Strait of Hormuz flows and potential damage to regional energy infrastructure, with Qatar's production restart being gradual.
• Easing Russian sanctions would offer limited LNG relief, while the crisis prompts a global rethink on energy security and reliance on volatile natural gas markets.
• Current LNG deficit is temporary, not structural, but prices will remain elevated, forcing India to compete for expensive supplies; prolonged crisis could trigger international action.