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Pakistan State Oil posted an urgent tender for one LNG cargo for delivery July 15-16, with bids due Friday. Traders said the tender was approved Wednesday after a Qatar shipment scheduled for this month was canceled. Shipping through the Strait of Hormuz has been near-stalled following a second consecutive day of US strikes on Iran; earlier this week a vessel carrying Qatari gas to Pakistan halted transit. Pakistan sources almost all LNG via long-term contracts with Qatar and has faced energy shortfalls since the late-February Middle East conflict; it has purchased two costly spot cargoes in recent weeks to plug supply gaps.

At the NATO summit in Ankara, Trump said the U.S.-Iran Islamabad memorandum "is over" and called the Iranian regime "sick," signaling the breakdown of a ceasefire framework 20 days into a planned 60-day arrangement. He also revoked sanctions waivers tied to the deal. A Pakistan-brokered 14-point framework had briefly restored Iranian crude exports of several mln bpd; ending the deal and rescinding waivers risks a renewed systemic reduction in global crude supply, reinforcing upside pressure on WTI above $70 and on inflation expectations. Following yesterday's attack on a Qatari LNG tanker in the Strait of Hormuz, U.S. forces have launched retaliatory airstrikes. The return to kinetic confrontation heightens the risk of indefinite disruption to the Strait of Hormuz and Gulf of Oman and could push shipping insurance premiums and energy risk premia sharply higher.