Qatar Boosts LNG Shipments Through Strait of Hormuz as Prices Hit 2022 Highs

The uptick in Hormuz transits is a marginal logistics signal, not a demand story: volumes remain far below the pre-war cadence, so the strait's throughput is still the binding constraint on Qatari supply rather than production capacity. That distinction matters for European and Asian buyers, who are absorbing 2022-era prices into winter without the volumes that would normally justify them. Whether the recovery in transits continues, or stalls short of the old three-per-day pace, is the open question for anyone tracking how much Qatari LNG actually reaches the market.