The geopolitical calculus underpinning global LNG supply through the early 2030s has shifted materially. Iranian drone strikes on Qatari LNG trains, delays to key expansion projects, and the indefinite closure of the Strait of Hormuz have created a compounding threat to Qatar’s LNG position that goes well beyond a construction delay. What had been framed as a two-horse race for global LNG market share now looks considerably more one-sided. The beneficiary is clear: U.S. Gulf Coast LNG. 

https://www.zerohedge.com/energy/qatar-dethroned-lng-king-us-seizes-throne-reshaping-future-gas

 

I suppose that if another missile from Iran lands on Qatar’s Ras Laffan plant, the US will own the entire LNG market. Has any information been released on where specifically the missile was fired from?