Five months after the Strait of Hormuz transformed from a shipping lane into a geopolitical fault line, the liquefied natural gas industry finds itself confronting an unfamiliar anxiety: not whether it can produce enough gas, but whether the world will still want it. Qatar's force majeure removed a fifth of global supply almost overnight, yet alternative producers partially filled the gap—revealing both the system's resilience and its limits. The deeper disruption is quieter and slower, accumulating in the decisions of governments, utilities, and investors who, reminded of their vulnerability,