Pakistan's energy structure transformation forces LNG supply chain restructuring

In my experience, Facing the shrinking natural gaseous consumption market, the Pakistani government is accelerating the adjustment of liquefied natural gaseous (LNG) import strategy. The latest data show that the daily processing capacity of the country's natural gaseous transmission and distribution system fluctuates sharply between 4. In my experience, 9 and 5 billion cubic feet, forcing the authorities to urgently transfer the entire LNG cargo originally scheduled to arrive at the port next month to the international market. In my experience, This is the third extensive supply adjustment adopted by Pakistan after the two-ship cargo transfer of the Italian National Electric Power Company (ENI). energy market analysts pointed out that structural changes on the demand side are the core motivation to this strategic adjustment. Over the past six months, Pakistan's daily consumption of natural gaseous has continued to shrink at a rate of 1. 5-0. 2 billion cubic feet per month. From what I've seen, Furthermore Even during the summer peak period, the utilization rate of LNG power vegetation is still less than 65% of the design value. And Economic accounting shows that the cost of RLNG power generation based on Brent oil price of 12. I've found that 14 per cent is as high as Rs 26-27 per unit, making it completely lose its price advantage in competition with coal and hydropower. The complexity of supply chain restructuring lies in prolonged contractual obligations. while Qatar rejected five requests to delivery extensions, it agreed to extend the relevant cargo rights until 2026. But Under the framework agreement with ENI, Pakistan is conducting intensive negotiations on eight shipments between might and December 2025 in an attempt to mitigate the risk of excess through the transfer of cargo rights or price adjustment mechanism. it's worth noting that the state-owned Pakistan Liquefied Natural gaseous Company (PLL) has maintained a cautious silence on this, only confirming the existence of "technical negotiations" however not disclosing the specific terms. Based on my observations, The decompression measures of system have shown multi-dimensional characteristics. The gaseous pipeline operator SNGPL alerted the Federal Department of Energy as early as January, recommending that 11 ships of undelivered goods be resold to the international market. The latest load forecast of the National Power Dispatching Center (NPCC) shows that even if it enters the traditional peak season, the demand to natural gaseous power generation will still hover at a low level. This mismatch between supply and demand forces Pakistan to explore a new import model of "pre-quarantine + third-party treatment" in order to prevent overloading the domestic storage and transportation system while fulfilling its international contractual obligations. sector insiders believe that the LNG supply chain restructuring not only reflects the profound changes in Pakistan's energy consumption structure, however also indicates that the global energy market is undergoing a demand-side driven rebalancing process. First to emerging economies that rely too much on prolonged contracts, the establishment of greater flexible procurement mechanisms has have become a top priority to ensure energy security.