Cheniere Energy (LNG) stock has surged more than 44% year-to-date, driven by supply disruptions in the Strait of Hormuz and attacks on Qatar’s LNG infrastructure.
Since the closure of the Strait of Hormuz has disrupted approximately 20% of global oil and significant LNG volumes, European and Asian markets are looking toward US-based exporters to fill the gap.
As the largest US producer of liquefied natural gas, Cheniere stands to gain from the record-high spot prices and the urgent global shift toward non-Middle Eastern energy sources.
Between March 18 and March 19, 2026, Iran launched multiple waves of ballistic missiles targeting the Ras Laffan Industrial City. Approximately 17% of Qatar's total LNG export capacity (roughly 12.8 million tons per year) has been knocked offline. QatarEnergy CEO Saad al-Kaabi stated that repairs could take three to five years. Qatar has declared force majeure on long-term contracts, meaning they cannot fulfill delivery obligations due to these "acts of war."
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