Pakistan Faces LNG Supply Disruption for Power Generation Amid Gulf Tensions
Pakistan’s liquefied natural gas supplies for power generation are currently unavailable under force majeure conditions, government officials said during a public hearing of the National Electric Power Regulatory Authority, highlighting fresh risks to the country’s energy supply as regional tensions disrupt global fuel flows.
Officials said LNG deliveries could not be used for electricity generation due to circumstances beyond the control of contracting parties, while reassuring regulators that imported coal supplies, primarily sourced from South Africa and Indonesia, remain unaffected.
LNG-based power plants account for more than 4,500 megawatts of generation capacity in Pakistan’s grid and are among the country’s most efficient thermal assets.
The disruption comes amid escalating tensions in the Middle East following the ongoing conflict involving the United States, Israel and Iran, which has drawn Gulf producers into the crisis and triggered supply uncertainties across global energy markets. Shipping disruptions through the Strait of Hormuz, a route that previously handled about one-fifth of global LNG shipments and roughly a quarter of seaborne oil trade, have added to market volatility.
Production stoppages in Qatar, a major global LNG exporter, have further tightened supply. Officials said the suspension followed a force majeure declaration earlier this month that halted shipments from facilities accounting for roughly 20% of global LNG supply.
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