Qatar Loses $24 Billion as LNG Exports Collapse 96%
Qatar's LNG export flow is sharply reduced, disrupting global liquefied natural gas supply.
Source →The trace
How it reaches your house.
Starting from QatarEnergy (Qatar Energy), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
QatarEnergy LNG →Shortage riskHelium (Grade 5.0 / Fiber-Drawing Grade)
QatarEnergy LNG is a 34% supplier on this edge, and its LNG export collapse should materially tighten supply of this helium grade, with limited substitutability and a long replacement lead time.
87% confidenceQatarEnergy →Shortage riskHelium-rich natural gas feedstock
QatarEnergy is a large supplier of this feedstock (39% share) and the supply is hard to replace, so a Ras Laffan/LNG disruption should tighten availability.
82% confidenceQatarEnergy →Shortage riskSemiconductor-Grade Helium (6N)
QatarEnergy's 32% share and very low substitutability make 6N helium a high-risk supply line when its gas-processing/export system is disrupted.
Hop 2
Natural Gas (Haber-Bosch Feedstock and Fuel) →Shortage riskAmmonia and nitrogen fertilizers
Natural gas is the critical Haber-Bosch feedstock and fuel, so a Qatar LNG collapse can directly constrain ammonia and nitrogen fertilizer output.
98% confidenceHelium-rich natural gas feedstock →Shortage riskMedical helium depends almost entirely on helium-rich natural gas feedstock, so a 96% export collapse at the source should cause a severe supply shortage.
97% confidenceNatural Gas (Roasting Fuel) →Shortage riskHop 3
Russia →Shortage riskPGM Sulfide Ore — Russian Arctic (Norilsk/Taimyr)
This input is sourced 100% from Russia, so any Russia disruption directly constrains availability.
99% confidenceRussia →Shortage riskUAN Solution (Urea Ammonium Nitrate, 28-32% N)
Russia supplies 53.8% of this input, so a Russia-side disruption materially constrains UAN availability.
95% confidenceQatar →Shortage riskQatar supplies about 10% of this market, so a 96% collapse in LNG exports makes exported natural gas from Qatar materially scarcer.
Where it lands
What you buy, and what you own.
Goods you buy
Ammonia and nitrogen fertilizers · Medical helium · Propane (home use) · Specialty gases for chip fabrication
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