June 25, 2025
Chart of the Day
EOA: LNG Shipments Through the Hormuz Strait Declined by 12% During the Israeli-Iran War.
Summary
Based on preliminary estimates from Kpler, Qatar, and the UAE, LNG exports through the Hormuz Strait declined by about 12% during the 12-day war between Israel and Iran as shown in Figure (1). They are the only countries that export LNG in the region.
EOA’s Main Takeaway
While a slowdown in exports is expected, it raises serious concerns for three reasons: