️🇶🇦🇮🇷 Bloomberg: LNG shipments from Qatar's Ras Laffan facility have risen over the past few weeks to around 13-15 shipments on a 10-day moving average, up slightly from about 11 in October, but still about half the pre-war pace.
Despite the increase in loadings, only 11 loaded Qatari LNG tankers left the Strait of Hormuz in the 10 days to November 8, with transits remaining about a third of pre-war levels. The mismatch is common because most ships do not broadcast their location.
The increase in supply may offer some relief as colder weather in the northern hemisphere increases competition between Europe and Asia, although gas prices in Europe remain more than double their pre-conflict levels.