Missile strikes on Qatar over the past two days have inflicted significant damage on critical energy infrastructure, severely impacting the country’s production capabilities. The attacks on Ras Laffan Industrial City have disrupted global energy supply chains, cutting Qatar’s liquefied natural gas (LNG) export capacity by 17% and triggering concerns among heavily import-dependent countries, including India.
In a statement, QatarEnergy said the scale of the damage is substantial, with repairs likely to take up to five years. The company has also invoked long-term force majeure on select LNG contracts, indicating prolonged supply constraints.
The financial impact is expected to be severe, with losses estimated at around $20 billion annually due to reduced output.
Minister of State for Energy Affairs and QatarEnergy President and CEO Saad Sherida Al-Kaabi said, “The missile attacks reduced Qatar’s LNG export capacity by 17 per cent and caused an estimated loss of USD 20 billion in annual revenue. Extensive damage to our production facilities will take up to five years to repair and will compel us to declare long-term force majeure.”
India Faces Energy Security Concerns
India is likely to be among the most affected countries, given its heavy dependence on Qatari LNG. Data from India’s energy and commerce agencies shows that Qatar accounts for nearly 47% of India’s LNG imports.
In 2024, India imported approximately 27.8 million metric tonnes (MMT) of LNG, of which 11.3 MMT came from Qatar, valued at $6.4 billion. The Gulf nation continues to remain India’s largest gas supplier in 2025-26 as well, as per the Petroleum Planning & Analysis Cell (PPAC) and the Ministry of Commerce.
The sudden reduction in supply could tighten availability and push up domestic gas prices, posing risks to industries and power generation. The ongoing geopolitical tensions could further exacerbate India’s energy vulnerability.
Global Impact
The disruption is not limited to India. Major LNG importers including China, South Korea, Italy, and Belgium are also expected to feel the impact. With Qatar being one of the world’s largest LNG exporters, any prolonged outage is likely to ripple across global energy markets.
Minister Al-Kaabi said: “The damage sustained by the LNG facilities will take between three to five years to repair. The impact is on China, South Korea, Italy and Belgium. This means that we will be compelled to declare force majeure for up to five years on some long-term LNG contracts.”
Damage to Major Assets
Key LNG infrastructure, including production Trains 4 and 6, has been severely impacted, cutting output by 12.8 million tonnes per annum, roughly 17% of the nation’s total exports.
Train 4 is a joint venture between QatarEnergy (66 per cent) and ExxonMobil (34 per cent), and Train 6 is a joint venture between QatarEnergy (70 per cent) and ExxonMobil (30 per cent), further highlighting the global implications of the disruption.
The missile strikes also hit the Pearl GTL facility, operated by Shell. The plant converts natural gas into cleaner fuels and high-value petroleum products such as lubricants and waxes.
“The damage caused to one of the two trains at Pearl GTL is being assessed and is expected to be offline for a minimum of one year” Minister Al-Kaabi added.
With repair timelines stretching up to five years and force majeure clauses invoked, the crisis underscores the fragility of global energy supply chains.
For impacted countries like India, the disruption highlights the urgent need to diversify energy sources and reduce reliance on a single supplier.