A recent Bangladesh supply deal signals a Qatari strategy of focusing on expanding in relatively-short-haul south Asia. Long-standing relationships with traditional east Asian buyers could be tested in the coming years.

Qatar’s announcement earlier this month that it plans to boost LNG production by 30% to 100mn tons/year post-2022 signals a desire to protect its market share and maintain its position as the world’s leading LNG exporter, catering for 30% of the global market (...