Global LNG Exports Hit Six-Month Low as Iran Conflict Throttles Flows

Global liquefied natural gas exports have plummeted to a six-month low as the Middle East conflict disrupts supply chains. US and other suppliers struggle to offset Persian Gulf outages.

Global LNG export volumes have contracted to their lowest levels in six months, as the Strait of Hormuz blockade and regional attacks eliminate a critical supply corridor.

The collapse erases recent supply gains from the United States and other producers. According to shipping data, the effective closure of Hormuz has throttled flows to unprecedented levels, with combined production shortfalls reaching 7–10 million barrels per day equivalents across crude and LNG markets.

TankerMap monitors 22 major LNG export terminals globally. With Persian Gulf facilities under strain from military operations, alternative suppliers in Australia and the US are ramping production but cannot offset the regional disruption. The six-month trough underscores the critical dependency of global energy markets on Gulf chokepoints.