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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

Shell declares force majeure on Asia LNG deals after Qatar plant shutdown

Shell has an equity partnership with QatarEnergy in the massive Ras Laffan LNG plant, the largest single plant in the world, which shut down last week following a drone attack on the facility

Global hunt for LNG intensifies as West Asia conflict cuts supply

The conflict has shut down Ras Laffan, the world's largest LNG export facility in Qatar, and halted traffic through the Strait of Hormuz

India to boost coal use for summer as West Asia crisis hits LNG supplies

India has invoked emergency provisions and declared force majeure, reprioritising natural gas supplies to key sectors such as households and fertiliser plants

West Asia war digest, March 10: Stories tracking the economic fallout

From crude spikes and market volatility to fertiliser, LPG and tech risks, here's a snapshot of Business Standard's coverage of how the West Asia conflict is rippling through India's economy

How West Asia conflict threatens LNG supply chain powering India's economy

West Asia conflict and disruption near the Strait of Hormuz threaten LNG shipments vital to India's fertiliser, power and manufacturing sectors, raising risks of supply shocks and higher energy costs

Qatar LNG pause may flip global supply surplus into deficit: Morgan Stanley

Analysts at Morgan Stanley said that if the LNG outage in Qatar extends beyond a month, the global LNG market forecast could quickly swing from surplus to deficit