ORGANISATION · US · NAICS 325120 Industrial gas manufacturing (natural gas liquefaction)
Cheniere Energy, Inc.
www.cheniere.com · 1 documented exposure in the atlas.
Hormuz disruption, Qatari LNG and European gas and power, January–October 2026
Beneficiary · Financial, remote · deduced · Supply shock, 2026-09-24
“Under the SPAs, QatarEnergy has agreed to purchase 2 mtpa of LNG from each of SPL and CCL on a free-on-board (FOB) basis for a purchase price indexed to the Henry Hub price plus a fixed fee.” — source, 2026-10-23
The 22 October 2026 release shows QatarEnergy contracting US LNG from Cheniere, from the early 2030s. Higher prices for Cheniere's flexible cargoes during the disruption are inferred; the release does not mention Hormuz or Europe.
Series concerned: hormuz-transits-total hormuz-transits-tanker eu-gas-storage-twh · read the edition →
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