S&P Global Energy records 19 LNG cargoes exiting the Strait of Hormuz in September, the highest monthly total since the Iran war began
Question
S&P Global Energy records 19 LNG cargoes exiting the Strait of Hormuz in September, the highest monthly total since the Iran war began
Direct answer
The recovery in LNG transits reduces immediate outage fears for Qatar-linked supply, but the still-depressed flow level keeps a structural chokepoint premium in gas and shipping markets.
- Original publisher
- Market Ontology
- Evidence through
- 2026-10-02
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “S&P Global Energy records 19 LNG cargoes exiting the Strait of Hormuz in September, the highest monthly total since the Iran war began”, revision 1, evidence through 2026-10-02. https://marketontology.com/market-events/2026-10-02/s-p-global-energy-records-19-lng-cargoes-exiting-the-strait-of-hormuz-in-septemb-5e4b7b
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| TTF1! | Higher observed LNG transit volumes reduce the probability of an immediate physical supply shortfall into Europe. | Down1-5d | S&P Global Energy counted 19 LNG cargoes through Hormuz in September, up from 15 in June. |
| QGTC | Improving transit activity supports confidence that Qatar-linked LNG export flows can continue despite security risks. | Up1-4w | Thirteen of the 19 September cargoes originated from Qatar, according to S&P Global Energy data reported by Reuters. |
| BDRY | More regular transits reduce expected disruption and congestion premiums in LNG shipping compared with a further collapse in flows. | Down1-4w | Reuters reported that LNG transits accelerated in the second half of September and could recover further if maintained in October. |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| BDRY | Downagreed | 14.20 2026-10-02 | -0.42% | -2.18% | Pending |
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Sources
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