The war against Iran is pumping billions of USD into the coffers of the LNG industry in the US. The longer the conflict lasts, the greater the profits. In the short term, the shortage will lead to increased use of coal, and in the medium term, probably to more renewables.

10. March 2026

MARCH 5: Facilities of QatarEnergy are seen in the Mesaieed Industrial Area south of Doha, Qatar on March 5, 2026. QatarEnergy announced it had declared force majeure and suspended production of liquefied natural gas (LNG) and related products, informing its customers of the decision through a statement shared on the X platform.

No longer delivering: The world’s largest LNG terminal in Qatar. (IMAGO / Anadolu Agency)

Last updated: 10. March 2026