Energy & Utilities
From The Report: Qatar 2026
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Regional tensions during the 2026 Iran conflict, together with concerns over the closure of the Strait of Hormuz, brought Qatar’s strategic importance as a stable liquefied natural gas (LNG) supplier into sharp focus. This was evident in its export relationships with key markets across Asia and Europe, where Qatar remains a vital energy lifeline. Strikes on Ras Laffan and the closure of the Strait of Hormuz have posed an unprecedented threat to global energy security. While these developments have created short-term disruption and instability, Qatar’s longer-term position in global LNG markets remains underpinned by the scale and strategic importance of its North Field reserves. The pace of recovery and future growth will now likely be shaped by the speed of infrastructure repairs, the durability of any ceasefire and normalisation of transit conditions through the Strait of Hormuz.

This chapter contains an interview with Mohammed Jaidah, Group Executive President, Jaidah.