Qatar's Ras Laffan disruption accounts for around 10% of Singapore's natural gas supply. Replacement volumes cost more. The full tariff impact arrives in Q3 2026.
EVN's proposal would claw back past payments from 173 projects through monthly installment deductions, compounding financial distress for developers already facing delayed payments.
Two Pertamina tankers have been stranded in the Persian Gulf for weeks. Russia's Pacific ports offer an alternative route. That is the direct logic behind the Moscow deal.