Pakistan's LNG Supplies Under Threat Amid Middle East Tensions

Pakistan's energy security is under threat due to potential disruptions in liquefied natural gas (LNG) supplies, which account for about 30% of its total gas supply. The country imports around 99% of its LNG from Qatar and the United Arab Emirates, primarily for power generation, fertiliser production, and industrial consumption.

The Middle East tensions involving Iran, the US, and Israel have heightened geopolitical uncertainty in global gas and LNG markets, prompting policymakers across Asia to reassess their strategies to safeguard energy and power systems. The report suggests that Pakistan needs to accelerate investment in renewable energy, coal, and domestic energy infrastructure to strengthen its long-term energy security.

The recommended measures include faster deployment of utility-scale solar and wind projects, expansion of rooftop solar installations, and greater investment in energy storage technologies. Additionally, the country should focus on developing long-term infrastructure investments such as gas storage facilities, flexible power generation systems, and enhanced operating reserves to improve grid resilience during supply shocks.