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Middle East · QAT

Qatar

The long-term LNG contract. North Field expansion is the 2027–30 supply event the market is waiting on.

exporter

Oil production

1.3 mb/d

0.4 mb/d demand

Net oil

+1.0 mb/d

Export surplus

Gas production

180 bcm

Net +138 bcm

O&G rent

28.0%

Fiscal breakeven $45

Oil balance

Production versus demand, 2025, million barrels per day.

Production1.3 mb/d
Consumption0.4 mb/d

Gas balance

Production versus demand, 2025, billion cubic metres.

Production180 bcm
Consumption42 bcm

Proven oil

25 bn bbl

Gas reserves

24.0 tcm

Refining

0.4 mb/d

LNG

77 bcm export

Hydrocarbon mix

Oil versus gas in this country’s oil-and-gas demand (oil-equivalent).

  • Oil19%
  • Gas81%

Inflows and outflows

What leaves. What arrives.

QACNNLINKRJP
OutflowInflowCrudeLNG

Qatar outflows 0 kb/d crude, 32 bcm LNG. Inflows 0 kb/d crude, 0 bcm LNG.

Local crude

Priced off the waterborne tape.

No local futures contract on this board. Brent, Dubai and WTI still set the netback. Open the flows desk for the markers that moved when Maduro was ousted and when the Iran war started.

Crude flows

Mapped crude

Barrels per day.

This economy is not on the mapped seaborne board. The corridors that rewired in 2026 are on Flows.

LNG out

  • China8 bcm14 bcm
  • Europe (ARA)7 bcm11 bcm
  • India6 bcm10 bcm
  • South Korea6 bcm8 bcm
  • Japan5 bcm7 bcm

LNG in

None mapped.

Open the flow map

Economy

Spot vs oil-indexed contract mix determines the budget. Hormuz is the shipping risk; the US and Australia are the market-share risk. Ras Laffan remains a single-point-of-failure for Asian winter.

GDP
$0.2 tn
Population
2.8 m
Oil intensity
0.6 bbl /$1k
Oil & gas rent
28.0% GDP
Hydrocarbon trade
-32.0% GDP
Fiscal breakeven
$45 /bbl
$30 oil shock
+49.3 pp GDP
Club
Independent

Projected oil demand

Regional IEA WEO 2025 oil pathways applied to this country’s 2025 baseline. STEPS 2035 demand 0.4 mb/d (net +1.0) versus NZE 0.2 mb/d (net +0.5).

Scenario2025203020352050
Stated Policies0.40.40.40.4
Net Zero 20500.40.30.20.1
Current Policies0.40.40.40.5

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