European energy markets started to feel the impact of the escalating diplomatic row in the Middle East after natural gas prices soared when tankers full of Qatari fuel abruptly changed course, reported Bloomberg.

Two ships bound toward Europe veered course on Thursday, taking them away from the Red Sea and Suez Canal, the transit route for gas into the Mediterranean Sea and a point of focus amid the Qatari crisis.

The vessels may be sailing around Africa to Europe to avoid the Suez Canal, the Paris-based cargo-tracking company Kpler SAS, wqs quoted as saying in the report.

European gas traders count on Qatar, the region’s biggest LNG supplier, to help refill storage sites depleted after the key winter heating season.

Front-month gas in the UK jumped the most since January after the turnaround surprised traders, who had been bearish the fuel according to a survey earlier in the day, before fluctuating on Friday.

The LNG tankers, the Zarga and Al Mafyar, turned around off the coast of Yemen, according to ship-tracking data on Bloomberg.

Both ships were expected to go to the UK, and sailing round the Cape of Good Hope would delay their journeys by five to 10 days, Kpler said by email.

The Zarga’s easterly course may be an attempt to avoid high-risk areas off Somalia, it said, anticipating arrival in the UK on July 7.

“While this would delay receipts for a couple of weeks and would lead to ripple effects felt over the remainder of June, it would have a smaller impact on price differentials and would still allow large year-on-year increases of LNG imports in Europe,” Trevor Sikorski, head of natural gas and carbon at Energy Aspects Ltd. in London, said by email.

If the ships stay east of Suez, that would mean more Qatari gas left in the Pacific basin, pressuring Asian LNG spot prices and supporting European hub prices, he said. More North American LNG, which this week reached northern Europe for the first time, would focus on the region as the premium global market for gas, he said.

Europe isn’t short of gas as Russia’s Gazprom PJSC is shipping winter volumes through pipelines and the heating season won’t start until October, reported Bloomberg citing experts.

“Europe is well supplied by Russian gas, can pull US LNG at short notice, and there is plenty of time to replenish gas storage volumes,” said Claudio Steuer, director at SyEnergy, a Poole, UK-based consultant. “The risk of prolonged tension with Qatar is more troublesome for Europe, and the next winter.”

Qatar’s relations with its Gulf Arab neighbors Saudi Arabia, the UAE and Bahrain deteriorated Monday when the three countries, along with Egypt, severed diplomatic ties as well as land, sea and air travel with the Gulf state over supporting extremist groups.

The shipping industry is likely to feel the impact of the crisis as entry bans on vessels from Qatar at some ports will force shippers to find alternative routes to refuel, potentially increasing costs and causing delays in LNG deliveries, according to FGE.

UK front-month gas on Thursday rose 4 per cent to 37.46 pence per therm ($4.75 a million British thermal units), the biggest gain since January 30 on ICE Futures Europe. It fell 1.5 per cent Friday.