LNG industry starts to wonder if Qatari gas will ever truly come back
- Hormuz effectively shut for LNG carriers
- Interest in alternative supply sources growing, though fears of a gas glut complicate long-term outlook
- Disruptions, plus diversions around Red Sea and Panama Canal, could help freight rates
No one knows when a lasting reopening of the Strait of Hormuz can happen. But gas industry watchers have started to ponder the unthinkable
