For U.S. natural gas investors, Qatar’s problems may be the American natural gas industry’s opportunity. Diplomatic tensions between Qatar, the world’s largest natural gas exporter, and six Arab countries, including the United Arab Emirates and Egypt, recently came to a head over Qatar’s alleged support for terrorist organizations such as the Muslim Brotherhood and Hamas. As a result, these six countries have pledged to implement a blockage on the Fujairah refueling port and ban all incoming vessels from Qaar or outgoing vessels traveling to Qatar. Qatar produces 80 million metric tons of LNG annually, representing roughly 30 percent of the global LNG market. So far, Qatar’s LNG exports haven’t been meaningfully impacted by the resolution, but tensions between Qatar and the six nations remain elevated, Height Securities analyst Katie Bays wrote on Tuesday. “Regardless of Qatar’s assurances that the blockade will not affect LNG shipments, we believe that this unprecedented blockade casts uncertainty over Qatar’s ability to meet summer demand requirements,” Bays wrote.Source