World risk · Energy and resources

LNG output at Greater Tortue Ahmeyim stops for 30 days or more

The test The GTA floating LNG unit off Mauritania and Senegal produces no LNG for 30 days in a row, reported by the operator, a partner or either government, by 1 Nov 2027.

Not under way · Confidence: medium · Reviewed 1 Nov 2026 · Scores from 1 to 10

This page answers: What could happen, how it is scored, and who is exposed?

Using this page
  1. Read the two scores: Likelihood and Impact are kept apart.
  2. Check what is happening, each fact with its source.
  3. Use the calendar for the dates to watch.

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Likelihood
2Low steady this month
Impact
4Elevated steady this month
Breadth5
Depth2
Duration3
Hard to substitute4
Canada pointNot added0

Impact is the average of the four parts, rounded, plus one point when Canada is directly hit on two or more channels, up to 10.

Two separate scales from 1 to 10. Strature never multiplies or merges them.

Why it matters

The Greater Tortue Ahmeyim (GTA) project off Mauritania and Senegal ships all its LNG from one floating unit of 2.7 million tonnes a year. It reached commercial operation in June 2025, ran above nameplate in early 2026 and lifted 18.5 cargoes in the first half of 2026. This card asks whether that single unit stops for a month while Qatari supply is already cut.

Why Likelihood 2 Push: a single unit carries the whole project, early in its life. Brakes: output at or above nameplate since mid-2025, no outage reported in H1 2026.

Why Impact 4 Threshold case a 30-day stop.

The other facts on file (4)
  • First LNG February 2025, first cargo April 2025; about 2.4 mtpa (about 90% of 2.7 mtpa) at commercial operation in June 2025; 20-year lease [2] (23 Jun 2025)
  • Partners expect cargo liftings to nearly double in 2026 [1] (5 Jan 2026)
  • Q1 2026 output about 2.85 mt a year, above 2.7 nameplate; 9.5 cargoes in Q1 (partner's statement) [3] (6 May 2026)
  • Nine cargoes in Q2 2026, 18.5 in H1; about 2.65 mtpa in Q2 (warmer weather); 2026 guidance 32-36 cargoes kept [4] (3 Aug 2026)

Where it sits

Exhibit R-1 · Map

Where this risk sits

Size shows Impact. Colour shows the Likelihood band. The two scores are never combined.

LNG output at Greater Tortue Ahmeyim stops for 30 days or more. Impact 4 of 10, Elevated. Likelihood 2 of 10, Low.
  • Low 1–3
  • Elevated 4–6
  • High 7–8
  • Severe 9–10
  • Bigger circle: higher Impact
  • Solid ring: under way
  • Red ring: highest Impact on this map
  • Where it starts
  • Who it reaches

The risk on this map

  1. LNG output at Greater Tortue Ahmeyim stops for 30 days or moreImpact 4 of 10, Elevated. Likelihood 2 of 10, Low. · Mauritania
SourceStrature world-risk cards. Cards reviewed 1 Nov 2026. Map: Natural Earth 1:110m, Equal Earth projection. Country names imply no position on sovereignty.
Exhibit R-1 · WORLD · strature.net

How it spreads

If

The GTA floating LNG unit off Mauritania and Senegal produces no LNG for 30 days in a row, reported by the operator, a partner or either government, by 1 Nov 2027.

Not under way

Channels 4 on the card

  1. CanadaNo Canadian loss sourced.
  2. Gas buyersA month's stop removes about three cargoes at the 2026 guidance of 32-36 [4] from the Atlantic market (Strature's arithmetic).
  3. Mauritania and SenegalBoth host states lose LNG revenue for the period (Strature's view; no figure sourced).
  4. PricesIn a market short of Qatari LNG, a lost cargo stream adds to European and Asian price pressure (Strature's view; no price read).

Goods 1

Sectors 1

  • Energy and pipelines

Countries 5

Who is exposed

Countries
Mauritania, Senegal, Spain, Germany, United Kingdom
Sectors
Energy and pipelines
Goods
LNG

Three scenarios and their signposts

  1. S1

    Steady run

    Output stays near capacity.

  2. S2

    Short trips

    Outages of days for maintenance.

  3. S3

    Long stop

    A technical or weather failure halts output for a month or more.

The signposts of each scenario
PathSignpost
S1Partner quarterly reports with cargo counts in line
S2A partner report of a quarter-on-quarter dip
S3A partner or government notice of a halt

No probability is given for the three paths.

Dates to watch

Calendar

The dates to watch

A dot is a day, a bar a month or a year; a hollow mark is tentative. The line marks today.

  1. Feb 2027 Partner full-year 2026 results with cargo totals (expected) [1] Tentative · Outside event
  2. 1 Nov 2027 End of the scored window [1] Declared · Strature date

    Remind me

Sign in, with alerts on, for an email 7 days and 1 day before.

SourceStrature world-risk card; the dates cite the sources below.
Exhibit R-3 · WORLD · strature.net

The other side

A steady run adds Atlantic supply when Qatari cargoes are missing, a gain for Senegal and Mauritania (Strature's view).

Connected in Strature

Sources

4 sources, numbered as the text cites them

  1. BP and partners expect Tortue LNG cargo liftings to nearly double in 2026. LNG Prime · 5 Jan 2026 · Industry · confidence medium · retrieved 1 Nov 2026
  2. Gimi FLNG enters commercial ops at BP's GTA project off Western Africa. Offshore Engineer (OE Digital) · 23 Jun 2025 · Industry · confidence medium · retrieved 1 Nov 2026
  3. Projet gazier GTA - 2,85 millions de tonnes de GNL produites. AllAfrica (French) · 6 May 2026 · News · confidence medium · retrieved 1 Nov 2026
  4. Kosmos Energy announces Q2 2026 results. Energy-Pedia · 3 Aug 2026 · Industry · confidence medium · retrieved 1 Nov 2026

Reviewed 1 Nov 2026 · version 1 · last change: first review · All risks