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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

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