# LNG Cargoes Through Hormuz Hit Wartime Record, but 80% Gap Leaves Europe Exposed

> Between 19 and 21 LNG tankers passed out through the Strait of Hormuz in September, the highest monthly number since the US-Iran war began in February. Cargo movements were still only about one-fifth of pre-war levels, leaving Europe exposed to continued supply disruption.

- Date: 2026-11-09 · published 2026-11-09T09:22:10.197Z
- Category: geopolitics · region Strait of Hormuz and Europe · magnitude medium
- Page: https://feedsoft.ai/events/89248-lng-cargoes-through-hormuz-hit-wartime-record-but-80-gap-leaves-europe-exposed
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

The increase in cargo traffic offers some relief, but volumes remain far below normal, limiting LNG availability to importers and supporting prices. Continued disruption around Hormuz sustains supply risk for Europe and global gas markets.

## Read by commodity

- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2021-12-14 | [Europe facing record low gas storage by winter's end](https://feedsoft.ai/events/43785-europe-facing-record-low-gas-storage-by-winter-s-end.md) | -1.2% | +7.3% |
| NATGAS | 2026-09-08 | [Europe's winter gas drama could leave deep scars \| Reuters](https://feedsoft.ai/events/17647-europe-s-winter-gas-drama-could-leave-deep-scars-reuters.md) | -2.5% | +2.2% |
| NATGAS | 2026-03-03 | [European Gas Hits Three-Year High as Qatar LNG Halt Rocks Market - Bloomberg](https://feedsoft.ai/events/20368-european-gas-hits-three-year-high-as-qatar-lng-halt-rocks-market-bloomberg.md) | +7.0% | -3.1% |
| NATGAS | 2021-12-30 | [Hoping for cheaper gas to come, Europe reverses Russian link to tap storage](https://feedsoft.ai/events/43783-hoping-for-cheaper-gas-to-come-europe-reverses-russian-link-to-tap-storage.md) | +3.6% | +42.4% |
| NATGAS | 2021-10-01 | [European gas prices hit all-time highs as Russian flows slump \| Reuters](https://feedsoft.ai/events/44762-european-gas-prices-hit-all-time-highs-as-russian-flows-slump-reuters.md) | -0.5% | +0.2% |

## Sources

- geopoliticsalpha.com: https://www.geopoliticsalpha.com/news/lng-cargoes-through-hormuz-hit-wartime-record-but-80-gap-leaves-europe-exposed-6c4fa825-ef11-45f5-9022-fa9c4dcdc42b

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.