by Ekrem Duman | Jul 25, 2026 | Qatar Company Stories, Qatar Sovereign Wealth & QIA
⚡ TL;DRQatar owns more of central London than most Britons realise: Harrods, the Shard, a large share of Canary Wharf, the Chelsea Barracks site, hotels, and until recently a slice of Heathrow. The strategy was not trophy collecting. It was a deliberate purchase...
by Ekrem Duman | Jul 25, 2026 | Qatar Company Stories, Qatar Sovereign Wealth & QIA
⚡ TL;DRThe Qatar Investment Authority converts gas revenue into a globally diversified portfolio estimated at several hundred billion dollars. Unlike its larger Gulf peers it runs a concentrated, high-conviction book with large direct stakes and board influence...
by Ekrem Duman | Jul 25, 2026 | Qatar Company Stories, Qatar Energy & LNG
⚡ TL;DRQatar left OPEC in January 2019 after more than fifty years of membership, announcing the decision weeks earlier. The move was framed as a technical focus on gas rather than a political rupture, but the timing and context made it one of the most revealing...
by Ekrem Duman | Jul 25, 2026 | Qatar Company Stories, Qatar Energy & LNG
⚡ TL;DRThe industry spent a decade moving toward short, flexible, hub-linked LNG contracts. Then Qatar signed a series of 20 and 27-year agreements with Chinese, European and Asian buyers and reversed the trend. The reason is structural: someone has to...
by Ekrem Duman | Jul 25, 2026 | Qatar Company Stories, Qatar Energy & LNG
⚡ TL;DRThree exporters dominate LNG: Qatar competes on cost and contract duration, the United States on flexibility and speed of build, Australia on proximity to Asia and existing infrastructure. Qatar wins the low-price scenario, the US wins the volatile-market...
by Ekrem Duman | Jul 25, 2026 | Qatar Company Stories, Qatar Energy & LNG
⚡ TL;DRNakilat owns and operates the world’s largest LNG shipping fleet by capacity, including the Q-Max and Q-Flex giants built specifically for Qatari cargoes. It is a listed company with a state-backed charter book, near-total contract coverage, and a...
