Middle East Energy Repairs Constrained By More Than Just Capital -- Market Talk

Dow Jones03-25 21:04

0904 ET - Rystad Energy estimates the cost to restore damaged energy infrastructure in the Middle East at $25 billion so far, and says it will likely rise further. But repairs will take more than just money, the firm's head of supply chain research Audun Martinsen says in a note. "The Gulf region's recovery will be defined less by financial capital and more by structural constraints," he says. Production backlogs at the few global suppliers of the gas turbines needed to repair Qatar's LNG plant at Ras Laffan, for example, means a full recovery could take up to five years. "While some assets may be restored within months, others could remain offline for years." (anthony.harrup@wsj.com)

(END) Dow Jones Newswires

March 25, 2026 09:04 ET (13:04 GMT)

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