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Pakistan has invoked price-review clauses in its two long-term LNG contracts with Qatar and sent a delegation to Doha seeking lower prices, fewer annual cargoes and emergency winter supplies. QatarEnergy's force majeure on LNG shipments runs through December, disrupting Strait of Hormuz deliveries.
Tight LNG supply and high gas prices push up fertiliser and power costs in South Asia, raising feed input and processing costs and supporting urea demand pressure.
dailybyte.pkThe Daily ByteNov 12, 2026After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.
After 136 past bullish geopolitics events, Natural Gas moved a median +2.7% over 5 sessions (63% higher; middle half -1.8% to +8.8%), and +4.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
