How Qatar’s LNG Decisions Will Impact an Oversupplied Global Market

Conclusion

Qatar has many policy levers at its disposal to successfully navigate potential oversupply over the next five years. While its role in the market has traditionally been passive, it will need to become more active in the spot market, given that 75 percent of its capacity is either uncontracted or in the hands of aggregators. Qatar’s decisions carry massive implications for all stakeholders in the broader LNG market, potentially deepening the oversupply by pushing prices to very low levels or maintaining higher prices, incentivizing long-term gas and LNG demand, and derailing competitors’ expansion plans.

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