Qatar
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After a record year for LNG project approvals in 2025, multiyear repairs to war-damaged liquefaction facilities in Qatar and the UAE threaten to slow the growth of global LNG capacity. -
Barzan plant explosion that killed 13 and injured 66 occurred 2 days after production was restarted following a scheduled shutdown in December for routine maintenance.
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Analysis from Wood Mackenzie warns that a prolonged closure of the critical waterway would have lasting effects on the global economy and Middle East supply capacity.
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Hydraulic fracturing holds great potential in the region, but there are several key questions worth asking as efforts move forward.
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War‑related infrastructure damage is beginning to influence global energy supply chains in ways that could reshape project development and capacity growth.
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War-related damage to oil and gas facilities is expected to disrupt global supply chains for years, as backlogs for critical equipment continue to grow, Rystad Energy reports.
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Missile attacks damage LNG trains and GTL assets, with QatarEnergy warning repairs could take years.
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Drone strikes, refinery shutdowns, tanker disruptions, and halted LNG production have heightened concerns about broader supply risks.
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While physical damage to energy infrastructure has so far been limited, analysts caution that a prolonged conflict could drive prices higher even as OPEC+ proceeds with planned incremental supply increases.
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The expansion project by QatarEnergy is expected to increase LNG production capacity to 142 mtpa when it goes online.
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