LNG Supply Shock: Iran Conflict & Market Outlook | Enverus + Argus Media Webinar

Slipping from Surplus: How the war in Iran has upended LNG supply 

Damage to Qatar’s Ras Laffan LNG export terminal by Iran’s attacks, the restricted flow in the Strait of Hormuz and the volatility exacerbated by upcoming seasonal risks are reshaping long-term LNG economics. 

Why this matters now:

• 12.8mn t/yr of Qatari LNG capacity damaged, with repairs expected to take 3–5 years 

• US LNG contracts remain profitable in Europe through the end of the decade 

• The expected LNG surplus from 2027 has been pushed out, maybe removed altogether 

• Hurricane season is approaching, adding more uncertainty to LNG outlook  

Join us for a live Enverus + Argus Media webinar where experts break down what this curve shift means for LNG markets. 

📅 Date: April 30, 2026
🕒 Time: 1:00 PM CST 

What we’ll discuss: 

• North American production and liquefaction ability to replace lost supply; current and future expectations. 

• Risks to supply and transportation from seasonal risk factors such as hurricanes. 

• How high are gas and LNG prices, and what does this mean for the evolution of the market going forward? 

• How is the conflict shaping the competition between Europe and Asia? What levers can these markets pull to cope with the supply disruption?
• Where will we see price discovery first and how do we get truth to that pricing?