Command Center
LNG Crisis Intelligence · Overview
Iran war + Qatar Ras Laffan outage · Real-time stance across 10 proprietary indices, 9 countries, 11 capacity projects
Hormuz Stress Index
72.0
🟠 HIGH RISK
JKM ($/MMBtu)
$16.9
▲Premium $6.9
TTF ($/MMBtu)
$15.9
Critical
Henry Hub ($/MMBtu)
$3.05
Elevated
AWRP % of Hull
0.5%
Multiplier 4×
EU Storage
—%
Gap to 90% 90pp
Critical Countries
3
9 tracked
Top Picks
10
Across all sectors
Strong Beneficiaries
24
14 strong victims
MTPA Offline
77
151.2 MTPA coming
Force Majeure
6
Contracts declared
Damaged Capacity
64.2 MTPA
183 MTPA pipeline
Active Alerts (7d)
0
Event driven
Avg War Beta
4.07
44 tickers
Max JKM Daily Move
$11.18
Largest single day
Ras Laffan Restart
15.0
🔴 CRITICAL
Recovery Probability
22.0
🟠 HIGH RISK
Consumer Pain
78.0
🔴 CRITICAL
War Premium Decay
65.0
🟡 ELEVATED
LNG Supply-Demand Gap
58.1 MTPA
Near-term deficit
Hormuz Stress Index (HSI)
🟠 HIGH RISK
72.0
Current / Baseline / Peak
Base: 15Peak: 95Improving
Ras Laffan Restart Index (RLR)
🔴 CRITICAL
15.0
Current / Baseline / Peak
Base: 100Peak: 15Stable
Recovery Probability Index (RPI)
🟠 HIGH RISK
22.0
Current / Baseline / Peak
Base: 100Peak: 22Stable
Consumer Pain Index (CPI-LNG)
🔴 CRITICAL
78.0
Current / Baseline / Peak
Base: 20Peak: 85Stable
JKM · TTF · Henry Hub
$/MMBtu with crisis premium overlay
EU Gas Storage · % Full
90% winter target reference
War Risk Insurance · AWRP %
Multiplier vs pre-crisis (0.125%)
Country Vulnerability Index
Qatar+UAE share × severity weighting
Qatar Gap Coverage by Project
% of 12.8 MTPA offline covered
Sector Moves since Crisis
Avg move% grouped by sector
Route Distribution
Fleet tanker primary routes
Sector Distribution
War-time stock movers
Proprietary Signal Mix
Signal breakdown across indices
Crisis Events · Impact × Date
Stacked by impact level
War Beta × Move %
Colored by sector
LNG Capacity · MTPA × Start Year
Bubble sized by Qatar gap coverage
LNG Capacity Additions by Year
Waterfall view · MTPA coming online
LNG Equity Winners & Losers
Ranked by move %
Country LNG Imports · Weighted by Qatar Exposure
Treemap sized by vulnerability index