Pakistan’s Oil and Gas Regulatory Authority has notified a 14.85 to 16.17 percent increase in Regasified Liquefied Natural Gas prices for June, formalising the cost of emergency spot cargoes procured when contracted supply from Qatar dropped following the Gulf conflict (Dawn; ProPakistani).
For Sui Northern Gas Pipelines Limited, the notified RLNG price at the transmission stage rises 14.85 percent to $17.94 per mmBtu; at the distribution stage it increases 14.94 percent to $19.52 per mmBtu. For Sui Southern Gas Company Limited, the transmission-stage price increases 16 percent to $16.37 per mmBtu, with the distribution-stage price climbing 16.17 percent to $18.64 per mmBtu.
OGRA determined the June prices based on three cargoes from Pakistan State Oil and one spot cargo from Pakistan LNG Limited. The combined cargo mix carried a higher average cost than contracted supply, because Qatar’s reduced deliveries forced Pakistan to fill the gap through spot purchases on international markets where prices were elevated by the same conflict that caused the original supply disruption.
Cumulative impact since February
The June notification brings RLNG prices to approximately 73 percent above their February level and 56 percent above the March level — a compounding increase that has moved faster than domestic fuel prices because RLNG is priced at import parity without the partial subsidy buffers applied to petroleum products.
The cost passes directly to industrial consumers — Pakistan’s textile, fertiliser, and cement sectors are the largest RLNG users — as well as to captive power plants and the grid utilities that buy gas-fired electricity. Household consumers on Sui Northern and Sui Southern distribution networks will see the increase reflected in their bills for the period.
The State Bank of Pakistan cited energy cost pass-through as the primary driver of headline inflation reaching 11.7 percent in May; the June RLNG notification, which will flow into July billing, suggests that energy-driven price pressure is not yet peaking. Pakistan’s next petrol price review is scheduled for July 10, and the LNG supply picture from Qatar remains constrained pending full restoration of volumes.
