Shell says repairs to damaged Qatar gas-to-liquids units may run into Q1 2027

Shell’s CFO said sections of the damaged Pearl gas-to-liquids plant may return by Q1 2027, while unaffected units could restart when shipping lanes reopen. S...

Shell says repairs to damaged Qatar gas-to-liquids units may run into Q1 2027

Shell’s CFO said sections of the damaged Pearl gas-to-liquids plant may return by Q1 2027, while unaffected units could restart when shipping lanes reopen. Shell’s Q3 guidance assumed zero Qatar output.

Repair outlook at Pearl

Business Leaders Middle East reported on October 4 that Shell CFO Sinead Gorman said damaged sections of the Pearl gas-to-liquids plant could be back in service by the first quarter of 2027.

Gorman said unaffected units could restart once shipping lanes reopen. Shell’s third-quarter guidance assumed zero output from Qatar, reflecting uncertainty over the full restart.

Shell’s Qatar exposure

Shell holds a 30 percent stake in QatarEnergy LNG’s fourth expansion train at Ras Laffan, equivalent to 2.4 million tonnes a year of equity production. The report said that train had continued operating during the disruption.

Shell also reported a 31 percent quarter-on-quarter fall in Integrated Gas production and a 2 percent decline in LNG liquefaction.