Qatar has pledged to reroute 24 LNG cargoes to Pakistan during 2026 under a new “net proceeds differential” arrangement, easing energy supply concerns. (Publish date: 11 Nov 2025)
Brief:
Qatar’s announcement on 11 November 2025 that it will divert 24 liquefied natural gas (LNG) cargoes to Pakistan during 2026 marks a vital development in Islamabad’s energy-security strategy. Amid rising domestic demand, load-shedding, and ballooning import bills, reliable LNG supplies are critical. The “net proceeds differential” deal suggests preferential pricing or routing for Pakistan, strengthening bilateral ties and energy cooperation. For Pakistan’s economy, stable LNG imports can reduce production cost pressures in energy-intensive industries, support power generation and aid export competitiveness. Challenges remain: effective absorption of the supply, transmission infrastructure readiness, stable demand and cost-pass-through to industries without inflationary ripple effects. Additionally, Pakistan must ensure that the agreement is transparent, supports fiscal sustainability and aligns with longer-term energy diversification goals—including renewables. The deal signals that Pakistan is actively diversifying its energy partnerships, seeking supply security beyond single-source dependencies and positioning itself better in a region-wide energy market.
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