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April 27, 2026

Doha 12:52 am

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A liquefied natural gas (LNG) tanker is moored at a LNG berth in Kawasaki, Kanagawa, prefecture April 8, 2026.

IEA delivers grim gas supply forecast as oil notches 15% weekly rise

A wave of new LNG supplies will be delayed for at least two years due to war-related damage to Qatari energy infrastructure, according the International Energy Agency's latest market update.

A picture shows the Ras Laffan Industrial City, Qatar's principal site for production of liquefied natural gas and gas-to-liquid, administrated by Qatar Petroleum, some 80 kilometers (50 miles) north of the capital Doha, on Feb. 6, 2017.

Analysis

Gulf energy deals face Iran war stress test as global expansion meets oil shock

ADNOC, Aramco and QatarEnergy have aggressively expanded their international portfolios in recent years, a strategy facing new constraints as the US-Israel-Iran war impacts Gulf production and exposes structural risks.

Samuel Wendel

By Samuel Wendel

In Washington, DC, reporting on regional business and tech

Latest News

Saudi stocks hit 2026 high, bucking global war-driven volatility

FAYEZ NURELDINE/AFP via Getty Images

IMF slashes Mideast outlook by nearly 3 points as Iran war hits economies

A man walks through the atrium during the 2026 IMF and World Bank Group Spring Meetings in Washington, DC, on April 14, 2026. (Photo by Kent NISHIMURA / AFP via Getty Images)

Analysis

How fast can Gulf energy production rebound after US-Iran ceasefire?

picture of Qatar Energy's operating facilities on March 3, 2026, in Ras Laffan Industrial City, Qatar.

Samuel Wendel

By Samuel Wendel

In Washington, DC, reporting on regional business and tech

Samuel Wendel

Senior Market Research Analyst

In Washington, DC, reporting on regional business and tech

Vanessa Ghanem

In Dubai, reporting on business, energy and politics

Karen Young

In Washington, DC, reporting on regional energy

Reve Chaaban

In Doha reporting on culture

Gas prices over $6.00 are displayed at a Shell station across from the Marathon Petroleum Corp's Los Angeles Refinery on April 02, 2026, in Carson, California.

EIA hikes 2026 oil price forecasts 22% as Hormuz fuels long-term market fallout

In its latest update, the agency said international benchmark Brent crude is now expected to average $96 per barrel in 2026, up from $79 previously, with higher prices now expected to last through 2027.

AirAsia aircraft with two engines landing on Kota Kinabalu International airport runway, Kota Kinabalu Sabah, Malaysia, March 4, 2017.

AirAsia stays course on Bahrain hub as Iran war clouds aviation growth plans

The low-cost carrier’s commitment, while conditional on how the conflict evolves, stands out as most global airlines scale back routes, delay launches and reroute flights to avoid the Middle East.

Exhaust emits from the engine of a passenger jet as it prepares for take off at Heathrow Airport on March 30, 2006, in London, England.

Jet fuel squeeze exposes Europe’s reliance on Middle East supply

Lawmakers on the continent have been told to make "timely preparations in anticipation of a potentially prolonged disruption" in energy flows from the region.

A trilateral meeting was held today in Jeddah, bringing together His Royal Highness Prince Mohammed bin Salman bin Abdulaziz Al Saud, Crown Prince and Prime Minister King Abdullah II ibn Al Hussein of the Hashemite Kingdom of Jordan, and Amir of the State of Qatar Sheikh Tamim bin Hamad Al Thani, in Jeddah, Saudi Arabia, on March 20, 2026.

Saudi Arabia, Jordan, Qatar to deepen security ties amid Iran war: What to know

Gulf states and Jordan are aligning more closely as Iranian attacks persist.

Golden Pass

QatarEnergy begins LNG production at major US project amid global supply strain

The development paves the way for sustained liquefaction operations and the facility's first cargo, expected in the second quarter of 2026.

United Arab Emirates army helicopters fly from the Burj al Arab hotel (R) toward Burj Khalifa, Dubai, Jan. 16, 2026.

Analysis

Iran war drives Turkey-Gulf defense alignment, but not alliance

Despite accelerated cooperation as a result of the US-Israeli war on Iran, structural and political constraints would make a formal military alliance unlikely.

Barin Kayaoglu

By Barin Kayaoglu

In Ankara, reporting on geopolitics and national security

This picture taken on August 11, 2025, shows the headquarters of the Qatari state-funded news television network Al Jazeera in the capital Doha. (Photo by Karim JAAFAR / AFP) (Photo by KARIM JAAFAR/AFP via Getty Images)

Qatar-based Al Jazeera commentators go dark on social media: What to know

Saeed Ziad, who offered a pro-Iran perspective on the war, has not posted on X in days, and the account of Fatima al-Smadi was deleted, though their exact status is not known.

Turkey's Foreign Minister Hakan Fidan (R) and Qatar's Prime Minister and Foreign Minister Sheikh Mohammed bin Abdulrahman Al Thani (2L) arrive to address a joint press conference in Doha on March 19, 2026. (Photo by Karim JAAFAR / AFP via Getty Images)

Turkey, Qatar pledge to deepen defense ties, blame Israel for Iran war

Foreign Minister Hakan Fidan’s trip to Doha is part of a Gulf tour that began Wednesday in Riyadh, as Iran continues to strike energy assets across the region.

A picture of Qatar Energy's operating facilities on March 3, 2026 in Ras Laffan Industrial City, Qatar.

Analysis

How Iran's strike on Qatar gas field could impact LNG market for years

Damage from an Iranian strike on the world's largest LNG export hub could take significant supply offline for years as Qatar considers whether to declare force majeure on long-term contracts supplying Europe and Asia.

Samuel Wendel

By Samuel Wendel

In Washington, DC, reporting on regional business and tech

In this aerial view, Storage tanks at Grain LNG importation terminal, operated by National Grid Plc sit near the River Medway in the Thames Estuary on March 12, 2026, in Isle of Grain, England.

After 35% surge, how far could Gulf disruptions push European gas?

Benchmark European natural gas futures were up as much as 35% to above 68 euros ($78.09) per MWh on Thursday.