What specific LNG facilities does Inpex expect to be disrupted by the industrial action, and how significant is the expected impact?

Inpex expects 'imminent disruption to production at both onshore and offshore Ichthys LNG facilities', according to Bill Townsend, the company’s senior vice president corporate. The disruption is described as 'significant' in the context of current global fuel supply constraints.

What is the global market relevance of the Ichthys LNG plant, and why does its potential shutdown matter amid broader geopolitical tensions?

Ichthys accounts for about 2% of the world’s LNG output and has a capacity to export around 9.3 million tons per year, mainly to Japan. Its shutdown is expected to exacerbate tightness in the global LNG market, especially after the Middle East war curbed supply from Qatar and the UAE through the Strait of Hormuz — a situation that remains unresolved despite US–Iran negotiations to reopen the waterway.

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Inpex Expects Australian LNG Strikes to Disrupt Production

Jun 15, 2026

Japan’s Inpex Corp. anticipates significant production disruptions at its Ichthys LNG facilities in Australia due to ongoing industrial action. This shutdown could exacerbate tightness in the global LNG market amidst existing supply constraints from the Middle East.

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