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    1. Home
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    3. >Exclusive-Italy to get LNG from QatarEnergy-Exxon's US Golden Pass from June, sources say
    Finance

    Exclusive-Italy to Get Lng From QatarEnergy-Exxon's US Golden Pass From June, Sources Say

    Published by Global Banking & Finance Review®

    Posted on April 2, 2026

    3 min read

    Last updated: April 3, 2026

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    Tags:FinanceBankingMarketsLNGEnergy

    Quick Summary

    Italy will start receiving LNG from the U.S. Golden Pass facility in Texas from June 2026, stepping in as QatarEnergy extends force majeure due to damage from Iranian attacks disrupting its LNG exports.

    Italy to get LNG from QatarEnergy-Exxon's US Golden Pass from June, sources say

    Italy's LNG Supply Developments and Market Impact

    By Valentina Za, Angelo Amante and Francesca Landini

    Start of LNG Deliveries from Golden Pass

    MILAN/ROME, April 2 (Reuters) - Italy will begin receiving liquefied natural gas (LNG) from the Golden Pass LNG facility in the United States, a joint venture between QatarEnergy and Exxon Mobil, from June, two sources familiar with the matter told Reuters.

    Addressing Supply Gaps Amid Geopolitical Tensions

    The LNG tankers from the United States will help Italy plug a potentially costly supply gap due to disruptions from Qatar linked to the U.S.-Israeli war against Iran, the sources with knowledge of the LNG market said.

    First LNG Shipments from Golden Pass to Italy

    Italy is already receiving LNG from the United States but these cargoes would mark the first LNG coming from Golden Pass facilities in Texas to Italy's Adriatic LNG terminal, they said.

    Market Trends and Export Data

    In March, U.S. exports of LNG rose to an all-time high as plants ran above nameplate capacity and new units started up, preliminary data from financial firm LSEG showed.

    Stakeholder Responses

    Italian utility Edison, which is facing missing gas deliveries from Qatar, declined to comment.

    QatarEnergy was not immediately available for comment. Exxon Mobil said gas exports from Golden Pass LNG would start in the second quarter of this year.

    Contractual and Supply Chain Implications

    Edison has a long‑term contract with QatarEnergy to receive 6.4 billion cubic metres of LNG per year, or around 10% of Italy's total annual consumption.

    Impact of Strait of Hormuz Disruptions

    Last week, the Italian company received notification that its Gulf supplier had extended a pause in LNG deliveries because of the near-closure of the Strait of Hormuz and said that it would not ship 10 cargoes between April and mid-June.

    Qatar's Export Capacity and Force Majeure

    Iranian attacks have knocked out 17% of Qatar's LNG export capacity, QatarEnergy's CEO and state minister for energy affairs told Reuters last month.

    QatarEnergy will have to declare force majeure on long-term contracts for up to five years for LNG supplies bound for Italy, Belgium, South Korea, and China, its CEO added.

    Golden Pass LNG Facility Outlook

    Golden Pass LNG said earlier this week that it had produced its first LNG, paving the way for the delivery of an initial cargo. Once fully operational, the facility will be able to produce 18 million metric tons per annum.

    (Additional reporting by Sheila Deng in Houston and Marwa Rashad in London; Editing by Nina Chestney and Bernadette Baum)

    References

    • Italy turns to U.S. Golden Pass LNG as Qatar supply disruptions deepen – Reuters, April 2 2026
    • Italy to receive LNG from QatarEnergy and Exxon Mobil JV Golden Pass facility from June – MarketScreener (Reuters)

    Table of Contents

    Key Takeaways

    • •Italy is diversifying LNG sources amid prolonged disruption of Qatari supplies, with Golden Pass exports beginning in June.
    • •QatarEnergy’s force majeure due to damage (17% export capacity lost) could last up to five years.
    • •U.S. LNG exports are ramping up, with Golden Pass and other projects supporting European demand surges.

    Frequently Asked Questions about Exclusive-Italy to get LNG from QatarEnergy-Exxon's US Golden Pass from June, sources say

    1When will Italy start receiving LNG from the Golden Pass facility?

    Italy will begin receiving LNG from the US Golden Pass facility starting in June.

    2Why is Italy increasing LNG imports from the US?

    Italy is increasing LNG imports from the US to address supply gaps caused by disruptions in deliveries from Qatar.

    Italy's LNG Supply Developments and Market Impact
  • Start of LNG Deliveries from Golden Pass
  • Addressing Supply Gaps Amid Geopolitical Tensions
  • First LNG Shipments from Golden Pass to Italy
  • Market Trends and Export Data
  • Stakeholder Responses
  • Contractual and Supply Chain Implications
  • Impact of Strait of Hormuz Disruptions
  • Qatar's Export Capacity and Force Majeure
  • Golden Pass LNG Facility Outlook
  • 3What is the capacity of the Golden Pass LNG facility?

    Once fully operational, Golden Pass LNG will be able to produce 18 million metric tons per annum.

    4How much LNG does Edison receive from QatarEnergy under the long-term contract?

    Edison is contracted to receive 6.4 billion cubic metres of LNG per year from QatarEnergy.

    5What caused the disruption in Qatar's LNG exports?

    Disruptions were caused by Iranian attacks leading to a reduction in Qatar's LNG export capacity and issues near the Strait of Hormuz.

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