S&P Global Energy reports September LNG cargoes through Hormuz reached the highest level since the U.S.-Iran war began
Question
S&P Global Energy reports September LNG cargoes through Hormuz reached the highest level since the U.S.-Iran war began
Direct answer
The higher flow confirms that Gulf LNG exports continued despite elevated security risks, tempering immediate fears of a complete supply interruption while leaving Qatar-linked shipping exposed to further incidents.
- 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 reports September LNG cargoes through Hormuz reached the highest level since the U.S.-Iran war began”, revision 1, evidence through 2026-10-02. https://marketontology.com/market-events/2026-10-02/s-p-global-energy-reports-september-lng-cargoes-through-hormuz-reached-the-highe-dfcc2c
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| QGTS | Higher September flows demonstrate continued Qatar-linked LNG exports, but the same route remains exposed to security incidents whose net effect on the company is uncertain. | Watch1-4w | S&P Global Energy recorded 13 Qatar LNG cargoes exiting Hormuz in September, while Kpler recorded 21 total cargoes. |
| LNG1! | The highest monthly cargo flow since the war began reduces the immediate scarcity premium in LNG supply expectations. | Down1-5d | S&P Global Energy reported 19 cargoes exiting Hormuz in September, up from lower levels earlier in the conflict. |
| BDRY | More LNG cargoes using Hormuz increase vessel demand even as security risks support elevated freight pricing. | Up1-4w | September included 19 LNG cargoes exiting the chokepoint, according to S&P Global Energy. |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| BDRY | Updisagreed | 14.20 2026-10-02 | -0.42% | -2.18% | Pending |
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Sources
Related
- 2026-10-20Russia strikes cargo vessels and port infrastructure at Ukraine’s Reni portBDRY EUR ZC=F
- 2026-10-20International Maritime Organization chief warns that about 6,000 sailors remain trapped in the Strait of HormuzBDRY CL1! XLE
- 2026-10-20IRGC spokesman Hossein Mohebbi threatens to target undersea communication cables in the Strait of HormuzBDRY EURUSD ZIM
- 2026-10-20Iranian Revolutionary Guards say two oil tankers struck naval mines in the southern Strait of HormuzBNO LNG1! STNG
- 2026-10-20Qatar says US-Iran negotiations remain ongoing as regional conditions deteriorateBDRY BNO QARUSD
- 2026-10-20Iranian Revolutionary Guards say naval mines halted two tankers near the Strait of HormuzBDRY BZ=F EURUSD
- 2026-10-20Iranian Revolutionary Guards say two tankers hit mines and caught fire south of HormuzBDTI BZ=F GLD LNG1!
- 2026-10-19International Maritime Organization chief Arsenio Dominguez warns that attacks have trapped thousands of seafarers near the Strait of HormuzBDRY BZ=F XLE
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