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.