CommoditiesMedium•2 October 2026•
1 min read
JERA CEO Warns of Rising LNG Prices as Qatari Supply Disruptions Persist
Key Facts
1JERA expects disruptions to Qatari LNG supplies through the Strait of Hormuz to persist through the winter season.
2QatarEnergy has extended force majeure on LNG deliveries to Asia and Europe through the end of November.
Yukio Kani, Chairman and CEO of Japan's JERA, warned that LNG prices are likely to rise further due to ongoing disruptions in Qatari supplies. Oilprice.com reported that the company, Japan's largest LNG importer, does not expect Qatari LNG shipments through the Strait of Hormuz to return to the market soon, with hurdles projected to persist through the winter season.
QatarEnergy has extended force majeure on LNG deliveries to Asia and Europe through the end of November 2026, according to Bloomberg TV. This extension comes as global markets face increasing pressure to secure energy supplies ahead of peak winter demand, supporting a bullish outlook for gas prices amid tightened global availability.