# Qatari liquefied natural gas supplies to India stopped abruptly following Iran's retaliatory strikes on Gulf infrastructure.

*semiconductor · news · 2026-04-12 · Outlook Business*

## Key points

- Shell became India's largest LNG supplier in March after Qatar's abrupt supply halt.
- Shell secured 4 TBtu out of 6 TBtu in India's emergency fertiliser sector LNG tender.
- Shell's global LNG portfolio and large shipping fleet enabled rapid cargo diversion to India.
- Urea plants' gas supply was restored from 70% to 95% within days due to Shell's intervention.
- Shell is expected to remain a major supplier in upcoming Indian LNG tenders, indicating a lasting shift.

**Companies:** Shell
**Countries:** India, Qatar, Iran, United States, Russia, Oman, Australia, Nigeria

[Read the full story on Outlook Business](https://www.outlookbusiness.com/economy-and-policy/shell-becomes-indias-largest-lng-supplier-amid-qatar-supply-shock)

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