Mideast war disrupts LNG exports affecting Exxon Mobil, Shell, and TotalEnergies

Summary

The ongoing Mideast war has frozen nearly 83 million tons per year of LNG exports for two months, impacting Exxon Mobil, Shell, and TotalEnergies. Military actions have also crippled some Qatari LNG capacity, with capacity expansions delayed indefinitely. These disruptions present significant challenges for the involved companies.

Recent Coverage

• NE Data Service Files in Zip Format

  Energy Intel • Apr 1

• Levelized Cost of Hydrogen

  Energy Intel • Apr 1

• Quarterly Risk Outlook, Q2’26: Geopolitical and Conflict Risks Come to the Forefront

  Energy Intel • Apr 1

• Mideast War: Three Majors Most Affected by LNG Disruption

  Energy Intel • Apr 1