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China and India could return to stronger liquefied natural gas demand after the Middle East supply disruption eases.
Why LNG flows were hit
Reuters reported that disruptions around the Strait of Hormuz have reduced shipments from major exporters including Qatar and the United Arab Emirates, pushing Asian LNG prices sharply higher.
What happens next
The market will depend on shipping conditions, alternative supply and whether high prices continue to suppress demand in major Asian economies.
Source: Reuters, September 15, 2026.
