The Strait of Hormuz disruption has sent global LNG prices soaring, but real-time thermal data from Kayrros reveals that the physical “shutdown” of production is more complex than the headlines suggest.,

Here is the current status of LNG production in the Middle East LNG as of March 11, 2026:

 Qatar: Strategic Preservation? Despite a Force Majeure declaration on March 4th, satellite heat signals confirm that Qatargas T5 & T6 remain active. While exports are halted, QatarEnergy appears to be keeping these LNG trains in a “warm” state to ensure a rapid restart once the naval blockade lifts.

UAE: ADGAS Nearing Standstill. The squeeze on Abu Dhabi’s LNG exports is accelerating. After full operations in February, thermal data shows T1 and T2 are now offline, leaving the facility with only one operational train.

 Oman: The LNG LifeLine. Because its terminals sit outside the Strait, Oman LNG remains 100% operational. It is currently the only stable corridor for Middle Eastern LNG to reach global markets, bypassing the high-risk chokepoint entirely.

The Bottom Line: The “total blackout” of Gulf LNG production hasn’t hit yet. Producers are fighting to keep a pilot light on to prevent a long operational recovery.

If you would like more information about our product or analysis, please feel free to contact us: https://lnkd.in/eT_kJ9j8