South Asian Gas Market: It’s Time to Mount an Offensive

... Although the actual entry point for the pipeline is Gwadar, it is possible that Karachi will be used to transit gas to China. Iran’s energy partnership with China could transform into a political partnership, effectively cutting India off from Central ... ... both New Delhi and Moscow. Under the worst-case scenario, India may lose all of its pipeline gas delivery projects, in which Pakistan is the key transit country and China is the primary rival in terms of supplies. India in this case would remain heavily dependent on Qatari LNG. Potential instability in the Persian Gulf, in particular a blockade of Qatar’s or the closure of the Strait of Hormuz,...