India Shifts LNG Imports to US, Nigeria as Qatar Supply Falls

India shifted its LNG import sourcing in March, drawing cargoes from the United States, Oman, and Nigeria after supplies from Qatar and the UAE dropped sharply, according to the Institute for Energy Economics and Financial Analysis. The change reflects a reactive diversification in spot procurement rather than a structural overhaul of India's long-term supply agreements. Qatar has historically been India's dominant piped and LNG source, making any supply disruption a meaningful stress test for the country's gas infrastructure and power dispatch economics. On the power sector side, coal and renewables absorbed much of the slack, preventing any immediate generation shortfall. The episode underscores India's continued reliance on spot LNG markets to balance demand swings, leaving it exposed to price volatility and cargo availability. Analysts and buyers will watch whether Qatar and UAE volumes recover in coming months or whether Indian importers accelerate negotiations for diversified long-term supply contracts with Atlantic Basin producers, including US liquefaction projects currently seeking offtake commitments.