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Pakistan winter LNG shortfall

Pakistan went from diverting and cancelling contracted LNG cargoes in 2025 to a supply gap after Qatari deliveries stopped.

7 articles · Updated 6 October 2026 · November 2025 to winter 2026-27

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

  1. QatarEnergy's force majeure on deliveries to Pakistan is extended to 6 November. Read our analysis

  2. Qatari LNG imports to Pakistan are suspended. Read our analysis

  3. The 2026 Annual Delivery Plan sends 35 contracted cargoes abroad. Read our analysis

  4. Pakistan LNG Limited arranges to cancel 21 cargoes under its Eni contract. Read our analysis

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