经霍尔木兹海峡的LNG货运量达到伊朗战争开始以来最高水平

By Charles Kennedy - Oct 02, 2026, 10:00 AM CDT

• Kpler counted 21 LNG cargoes exiting Hormuz in September, up from 15 in June, while S&P Global Energy counted 19.
• Tankers are increasingly making “dark transits” with AIS transponders switched off, making commercial vessel tracking more difficult.
• Despite September’s improvement, LNG flows remain far below pre-war levels, while restricted Middle Eastern supply continues to expose Europe and Asia to elevated prices and winter supply risks.

A total of 21 LNG cargoes are estimated to have exited the Strait of Hormuz in September, the highest monthly number since the Iran war began, yet well below pre-war levels, shipping data compiled by Reuters showed on Friday.

Shipment analytics firm Kpler has estimated that 21 cargoes managed to squeeze last month through the chokepoint, which handled one fifth of global LNG supply before the war.

This week, three Qatari LNG cargoes from Ras Laffan reappeared outside the Strait of Hormuz, according to vessel-tracking data by LSEG and Kpler.

In pre-war times, three LNG cargoes per day were regularly exiting the Strait of Hormuz.

Most LNG carriers are traveling in dark mode through Hormuz, making tracking trickier than ever and further complicating estimates about flows and global supply balances.  

Qatari and UAE cargoes have managed to transit the Strait of Hormuz in recent weeks, but volumes are too low to move the needle of the global LNG balance.

Even as crude oil cargoes have been pushing through the Strait with millions of barrels per day every day, LNG cargoes have struggled to transit the chokepoint as the gas is trickier to reload in ship-to-ship (STS) transfers than oil.

The choked LNG flows from the Middle East in the past six months sent September gas prices in Asia and Europe to the highest since the 2022-2023 energy crisis, as buyers are competing for available supply that doesn’t need to move through the Strait of Hormuz.  

This week, Qatar extended the force majeure on LNG deliveries to Asia and Europe by another month through the end of November, as LNG cargo traffic through the Strait of Hormuz remains largely blocked amid the protracted U.S.-Iran stalemate over the chokepoint and pathways to end the war.

Concerns are growing that severely reduced LNG flows from the Middle East would complicate winter gas supply for Europe and Asia, especially if winters are colder than usual.

By Charles Kennedy for Oilprice.com

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