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Why closure of Strait of Hormuz leaves Asian nations most vulnerable

Wealthier economies like China, Japan and Singapore, with deep pockets and strategic reserves, can cushion the blow - in the short term at least - but others are more exposed

Asia braces for LNG shock as Strait of Hormuz blockade chokes supply

With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the West Asia, are already burning more coal and reducing consumption

LNG supply to urea units rises to 75-80%; output falls 27% in March

The government has also secured arrangements for 2.8 million tonnes of urea from Russia through the Cape of Good Hope route

Why the West Asia war may force countries to rely less on natural gas

The United States, as the world's biggest gas exporter, will almost certainly benefit from this upheaval, at least in the short term

Asia boosts coal use as West Asia war squeezes global LNG supplies

Asian countries are turning to coal as the Iran war disrupts oil and gas shipments. The continent is exposed because it relies on imported fuel, much of it passing through the Strait of Hormuz - a chokepoint for about a fifth of global oil and natural gas trade. LNG is a natural gas cooled to liquid form for easy storage and transport. It has been promoted as a bridge fuel in the shift from oil and coal to cleaner energy sources. The US has sought to expand exports of LNG across Asia. It burns cleaner than coal, but still emits climate change-causing gases, especially methane. The war has countries shifting back to coal to cover LNG shortfalls. India is burning more coal to meet higher summer demand. South Korea has lifted caps on electricity from coal. Indonesia is prioritising using its domestic supply. Thailand, the Philippines and Vietnam are boosting coal-fired power. Burning more coal risks worsening smog in major cities, slowing the transition to renewable energy and increas

PLNG valuations remain attractive, but near-term downtrend likely

Petronet LNG (PLNG) gets 8.5 mmtpa of LNG from Qatar (50 per cent of its volume) and PLNG has issued a press release in response to QatarEnergy's notice of force majeure

War, emerging geopolitical faultlines: West Asia war jolts global economy

Iran's decision to shut off the Strait of Hormuz on March 1 was not merely an act of retaliation; it was a calculated demonstration of its enduring capacity to disrupt the global commons

Global LNG exports hit six-month low as West Asia conflict disrupts flows

The 10-day moving average for LNG shipments has fallen about 20 per cent from the start of the month to 1.1 million tonnes, the lowest since September

India once pursued Iran gas pipeline via Pakistan: What went wrong

India once explored Iranian gas imports via Pakistan through the $7 billion Iran-Pakistan-India (IPI) pipeline. Here's why India exited the project

India faces Qatar LNG supply risk after Iran strikes hit capacity

India, the world's fourth-largest LNG importer, relies on Qatar for about 41 per cent of its gas imports

Government identifies 22 vessels for safe passage via Strait of Hormuz: What does it mean | Iran

The government has identified 22 India-bound vessels in the Persian Gulf region for evacuation and safe passage through the Strait of Hormuz, amid the rising tensions in West Asia. These vessels carry

Strikes on Qatar's Ras Laffan LNG plant to reshape the future of gas

The Ras Laffan LNG complex has suffered extensive destruction that will take up to five years to repair

Iran strike to cost QatarEnergy $20 bn a year, disrupt global LNG supply

The missile strikes on Ras Laffan Industrial City damaged QatarEnergy's Trains 4 and 6, which represent a combined 12.8 million tonnes of annual production capacity

Iran hits Qatar’s LNG lifeline: Why Ras Laffan is critical to the world | West Asia war

Iranian missile strikes on Qatar’s Ras Laffan LNG hub have rattled global energy markets. But what makes this one site so vital, and why its disruption could impact countries like India?

Iran strikes took out 17% LNG export capacity for 3-5 yrs: QatarEnergy CEO

Missile strikes damaged key LNG facilities in Qatar, triggering fires and disrupting exports. QatarEnergy says repairs could take up to five years, impacting global gas supplies

Daily urea production poised to jump 22% by Mar-end as LNG supplies up 23%

The 52 MMSCMD LNG requirement is based on the average natural gas consumption by urea making units in the last six months (September 2025-February 2026)

India plans ₹600 crore war chest to boost LNG supply for fertiliser units

With the West Asia war showing no sign of an early end, the government has started working on alternative plans to keep fertiliser units running once they resume operations

LNG crisis bigger risk than oil; earnings may fall over 4%: Shriram AMC

Analysts at Shriram AMC warn that LNG supply disruption due to the Iran war may hurt India Inc earnings more than crude oil shortages

West Asia conflict disrupts India's kitchens, clouds its tech ambitions

Gas shortages triggered by the West Asia conflict are disrupting kitchens, restaurants and small industries in India, exposing the country's fragile LNG-dependent energy system

New truncated gas allocation regime still faces a large LNG shortfall

India's new gas rationing regime may still fall short as LNG supplies shrink after the Strait of Hormuz closure, leaving a widening gap between demand and imports