ShockAtlas.

ORGANISATION · US · NAICS 211120 Crude petroleum and natural gas extraction

ConocoPhillips

www.conocophillips.com · 1 documented exposure in the atlas.

Hormuz disruption, Qatari LNG and European gas and power, January–October 2026

Exposed · Supply chain · deduced · Supply shock, 2026-09-24

“Pursuant to the two SPAs, a ConocoPhillips wholly-owned subsidiary will purchase the agreed quantities to be delivered ex-ship to the LNG receiving terminal, which is currently under development in Brunsbüttel in northern Germany, with deliveries expected to start in 2026.” — source, 2026-10-23

The 2022 agreement places ConocoPhillips as the buyer of Qatari LNG for Germany from 2026, sourced from its North Field East and South joint ventures. No 2026 force majeure notice to ConocoPhillips, no Brunsbüttel delivery schedule and no statement by the company on Hormuz were found; that its 2026 volumes are delayed is deduced from the transit collapse and from QatarEnergy's force majeure on other buyers, not shown.

Series concerned: hormuz-transits-total hormuz-transits-tanker de-dayahead-eur-mwh · read the edition →

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