Middle East LNG disruption raises China's winter gas costs

Source: Mysteel Oct 12, 2026 10:46

Middle East LNG disruptions have slowed China's pre-winter restocking and threaten to raise heating-season import costs, despite no overall supply shortfall.

While China sees no overall gas supply shortfall for the coming heating season, persistent Middle East geopolitical turmoil has disrupted its regular pre-winter LNG inventory buildup and eroded receiving-terminal safety stock buffers. Coupled with higher spot prices, LNG procurement costs face notable upside risks this winter. Though alternative imports from

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