Events · Global
LivePakistan winter LNG shortfall
Pakistan went from diverting and cancelling contracted LNG cargoes in 2025 to a supply gap after Qatari deliveries stopped.
Why it matters
Imported LNG covers the margin in Pakistan's gas and power system. A portfolio sized for a calm market left little room once Qatari deliveries stopped, so the winter allocation of gas between households, industry and power plants is now a fiscal and political question as much as an energy one.
Key numbers
- 21 cargoesEni cargoes arranged for cancellation
- 35 cargoesContracted cargoes diverted under the 2026 plan
- 800 MWFurnace oil generation at the evening peak
Figures as quoted in our articles on this event.
Key developments
QatarEnergy's force majeure on deliveries to Pakistan is extended to 6 November. Read our analysis
Qatari LNG imports to Pakistan are suspended. Read our analysis
The 2026 Annual Delivery Plan sends 35 contracted cargoes abroad. Read our analysis
Pakistan LNG Limited arranges to cancel 21 cargoes under its Eni contract. Read our analysis
Our coverage 7 articles
Analysis · Global
Cancelling Eni Cargoes: Contract Flexibility Meets Soft Offtake
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