Missiles scar Qatar’s gas heartland

Iran’s missile strikes on Qatar’s Ras Laffan Industrial City have left one of the world’s most important gas export hubs badly damaged, disrupted liquefied natural gas output and deepened concern across energy markets, even as a fragile ceasefire has slowed the wider conflict for now. QatarEnergy and multiple international reports have confirmed that the attacks hit core facilities at Ras Laffan, the centre of Qatar’s LNG industry, after Tehran broadened its retaliation following Israeli strikes on Iran’s own gas infrastructure.

Footage circulated during the attacks showed missile impacts and fires around Ras Laffan, but the scale of the damage has been established more firmly through official statements and subsequent reporting than through social media imagery alone. Reuters reported on March 19 that Iranian aerial attacks had caused “extensive damage” at Ras Laffan, while QatarEnergy said emergency teams were deployed to contain fires. Qatar’s interior ministry said the blazes were brought under control by early the following day and that no injuries were reported.

Ras Laffan, about 80 kilometres north of Doha, is not simply another industrial zone. It is the backbone of Qatar’s gas export system and a hub for global energy companies, including Shell and ExxonMobil-linked operations. Qatar is the world’s second-largest LNG exporter, and the assault immediately raised fears over supply security for buyers in Europe and Asia at a time when energy markets were already under strain. The attack also marked a sharp escalation because it targeted infrastructure tied directly to the North Field, the Qatari side of the giant gas reservoir shared with Iran, where the Iranian section is known as South Pars.

The chronology matters. Earlier in the conflict, Qatar said it had intercepted Iranian attacks aimed at civilian infrastructure, including the international airport, after the United States and Israel launched strikes on Iran on February 28. Then, on March 18 and 19, Tehran expanded its retaliation after Israeli attacks on South Pars and Asaluyeh, striking energy assets across the Gulf and hitting Ras Laffan with far greater effect. Qatar’s foreign ministry condemned the strike as a breach of international law, while Doha moved diplomatically against Tehran by expelling two senior Iranian diplomats.

The damage has proved more than symbolic. Saad al-Kaabi, Qatar’s energy minister and QatarEnergy chief, told Reuters that two of the country’s 14 LNG trains and one of its two gas-to-liquids facilities were damaged in the strikes. He said the hit to infrastructure would wipe out about 17 per cent of Qatar’s LNG capacity for three to five years, forcing the company to declare force majeure on long-term contracts to customers including Italy, Belgium, South Korea and China. Shell-linked gas-to-liquids assets were also affected, while ExxonMobil is a partner in damaged LNG facilities.

The fallout has spread well beyond Qatar’s coastline. Reuters reported on April 8 that QatarEnergy had begun preparing to restart part of its LNG production after halting output in March because of attacks on facilities in Ras Laffan and Mesaieed. Even so, a full return depends not only on repairs but on safe passage through the Strait of Hormuz, where shipping remains heavily disrupted. A further sign of the danger came on April 1, when Qatar said an oil tanker leased to QatarEnergy was hit by an Iranian cruise missile in Qatari waters.

That shipping bottleneck has become almost as important as the physical damage onshore. Reuters reported on April 9 that LNG prices had surged more than 80 per cent since the conflict and closure of Hormuz began, with industry executives warning that poorer Asian buyers are most exposed when cargoes are diverted to customers who can pay more. Data published by Reuters on April 10 showed only 15 ships had entered or exited the strait after the ceasefire announced on April 8, against a pre-war average of 138, underlining how tentative the recovery remains.
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