The strait carries roughly a fifth of global oil supply and a significant share of seaborne LNG, and the insurance disruption has fed directly into energy flows. ADNOC Gas has made temporary adjustments to its LNG production and export-traded liquids, working with customers on a shipment-by-shipment basis as shipping constraints persist. Qatar, the corridor’s largest LNG exporter, shipped more than 112 billion cubic metres in 2025, with almost 90% of Hormuz-transiting volumes bound for Asian buyers.
