Story perspectives

Shell's Force Majeure Disrupts LNG Supply, Pressures Global Markets

3/12/2026

Summary

Story summary

Shell declares force majeure on LNG cargoes from QatarEnergy after a Ras Laffan production halt.
The disruption affects Shell’s supply of 6.8 mtpa LNG, with TotalEnergies notifying clients of issues.
Deliveries starting in April will feel the impact, while March shipments remain largely unaffected.
The Energy Minister of Qatar said resuming normal deliveries could take weeks to months.
The situation increases pressure on global gas markets, particularly for Asian buyers.

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Story summary

Shell declares force majeure on LNG cargoes from QatarEnergy after a Ras Laffan production halt.
The disruption affects Shell’s supply of 6.8 mtpa LNG, with TotalEnergies notifying clients of issues.
Deliveries starting in April will feel the impact, while March shipments remain largely unaffected.
The Energy Minister of Qatar said resuming normal deliveries could take weeks to months.
The situation increases pressure on global gas markets, particularly for Asian buyers.