Exclusive: Global LNG Expert on India's Urgent Search for Gas, No Easy Replacements Amid Iran War
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Global LNG Expert Warns: India Faces Severe Energy Challenge Amid Iran War, Qatar Halt
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Firstpost•11-03-2026, 14:44
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.