XLE & Oil

The Iran War Just Added $39 Billion to the World's LNG Bill

OilPrice.com·Oct 26, 2026 · 1:00 PM CT
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Rystad Energy estimates global LNG importers will pay at least $39 billion more for supplies in 2026 despite buying 60.7 million tonnes less, as Qatari and UAE exports through the Strait of Hormuz are disrupted. Total costs are expected to reach $256 billion, 18% above the pre-war estimate.

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