Updated
Updated · Bloomberg · Jun 2
Persian Gulf LNG Exporters Adopt Shadow-Fleet Tactics as 20% of Global Supply Faces Hormuz Disruptions
Updated
Updated · Bloomberg · Jun 2

Persian Gulf LNG Exporters Adopt Shadow-Fleet Tactics as 20% of Global Supply Faces Hormuz Disruptions

3 articles · Updated · Bloomberg · Jun 2
  • Persian Gulf LNG exporters are preparing workarounds to keep cargoes moving as disruptions in the Strait of Hormuz look set to last longer.
  • About 20% of global LNG supply comes from the Gulf, making any prolonged constraint on Hormuz a direct threat to shipments from key producers.
  • The response mirrors shadow-fleet tactics used elsewhere in energy trade, with exporters seeking ways to unlock trapped gas flows despite transport and security risks.
  • A longer disruption would test Asia-bound supply chains and deepen concern over how vulnerable global gas trade remains to a single maritime chokepoint.
With 'ghost' tankers now carrying LNG, what prevents a catastrophic and untraceable maritime disaster?
As shadow fleets secure vital energy supplies, is the era of transparent global shipping coming to an end?
As US allies build their own shadow fleets, can Washington still control the global energy chess game?