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🇶🇦 Qatar just declared force majeure on LNG contracts after the Iran war disrupted supply. Shipments to Europe and Asia are affected. An Iranian strike hit Ras Laffan, knocking out ~17% of Qatar’s LNG capacity. That’s ~12.8M tons per year, offline for 3-5 years. Qatar is one of the... show more

Mario Nawfal

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144,377 просмотров • 5 месяцев назад •via X (Twitter)

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$Absolute bombshell. Qatar Energy just declared force majeure and is legally cutting off massive LNG supplies to South Korea, China, Italy, and Belgium. The global energy market is completely fracturing, triggering panic buying of basic goods as supply chains collapse.$

Absolute bombshell. Qatar Energy just declared force majeure and is legally cutting off massive LNG supplies to South Korea, China, Italy, and Belgium. The global energy market is completely fracturing, triggering panic buying of basic goods as supply chains collapse.

Furkan Gözükara

53,769 просмотров • 5 месяцев назад

🚨🇶🇦 Missile strikes hit Ras Laffan energy hub in Qatar — MFA condemns QatarEnergy said Ras Laffan Industrial City was targeted by missile attacks, with fires breaking out and “extensive damage” reported. Qatar’s Foreign Ministry condemned the strikes on Ras Laffan Industrial City, calling them a violation of sovereignty and warning it reserves the right to respond. ℹ️ Ras Laffan is Qatar’s primary LNG production center, hosting major gas processing, refining, and power facilities. Its port — one of the largest industrial energy complexes globally — includes the world’s biggest LNG export terminal. Footage from social media

🚨🇶🇦 Missile strikes hit Ras Laffan energy hub in Qatar — MFA condemns QatarEnergy said Ras Laffan Industrial City was targeted by missile attacks, with fires breaking out and “extensive damage” reported. Qatar’s Foreign Ministry condemned the strikes on Ras Laffan Industrial City, calling them a violation of sovereignty and warning it reserves the right to respond. ℹ️ Ras Laffan is Qatar’s primary LNG production center, hosting major gas processing, refining, and power facilities. Its port — one of the largest industrial energy complexes globally — includes the world’s biggest LNG export terminal. Footage from social media

Sputnik

19,731 просмотров • 5 месяцев назад

🚨🇮🇷🇶🇦 Al Jazeera just released the first footage of Iranian missiles hitting Ras Laffan, Qatar's gas hub and one of the most critical energy facilities on the planet. This is the facility that supplies LNG to Europe, Asia and beyond.

🚨🇮🇷🇶🇦 Al Jazeera just released the first footage of Iranian missiles hitting Ras Laffan, Qatar's gas hub and one of the most critical energy facilities on the planet. This is the facility that supplies LNG to Europe, Asia and beyond.

Mario Nawfal

1,114,053 просмотров • 4 месяцев назад

Iran’s strike on Qatar’s Ras Laffan gas facility will cut an estimated 17% of the country’s Liquefied Natural Gas export capacity for up to 5 years, say officials. The damage is a major blow to the global energy market, which could disrupt supplies to Europe, Asia and beyond.

Iran’s strike on Qatar’s Ras Laffan gas facility will cut an estimated 17% of the country’s Liquefied Natural Gas export capacity for up to 5 years, say officials. The damage is a major blow to the global energy market, which could disrupt supplies to Europe, Asia and beyond.

Al Jazeera English

54,570 просмотров • 5 месяцев назад

🚨🇪🇺🇷🇺🇨🇳 EUROPE IS ALREADY PANICKING AT THE GAS STATIONS Energy expert Nabil Abou Naccoul is reporting from the south of France live on air. Queues forming. Authorities sending messages saying "don't panic." "When they tell you not to panic, that means panic." Europe cut Russian energy. Became dependent on Qatar and the Gulf. Qatar just halted LNG exports. Now India, China, Japan and Korea all blocked from the Strait of Hormuz have only one option left. Russia. Putin didn't fire a single shot. And he just won.

🚨🇪🇺🇷🇺🇨🇳 EUROPE IS ALREADY PANICKING AT THE GAS STATIONS Energy expert Nabil Abou Naccoul is reporting from the south of France live on air. Queues forming. Authorities sending messages saying "don't panic." "When they tell you not to panic, that means panic." Europe cut Russian energy. Became dependent on Qatar and the Gulf. Qatar just halted LNG exports. Now India, China, Japan and Korea all blocked from the Strait of Hormuz have only one option left. Russia. Putin didn't fire a single shot. And he just won.

Mario Nawfal

45,051 просмотров • 5 месяцев назад

In 15 months, the US LNG export capacity Doubled. In just over a year. And the world just realized why that matters. 🇶🇦 Qatar LNG via Hormuz: gone 🇷🇺 Russian LNG: back to sanction,backdoor deals 🇦🇺 Australia: maxed out 🇺🇸 US LNG: just doubled its export capacity. 📦 First country ever to export 100M metric tons LNG in a year 🔥 Natural gas production: record 118.5 bcf/day 🚢 Glencore locked in 3M tons/year for 20 years 🤝 Mercuria locked in 1.5M tons/year for 20 years US built the infrastructure before it happened. While Iran was building a toll booth Washington was permitting export terminals. The 121 tankers didn't appear overnight. Neither did the LNG capacity.

In 15 months, the US LNG export capacity Doubled. In just over a year. And the world just realized why that matters. 🇶🇦 Qatar LNG via Hormuz: gone 🇷🇺 Russian LNG: back to sanction,backdoor deals 🇦🇺 Australia: maxed out 🇺🇸 US LNG: just doubled its export capacity. 📦 First country ever to export 100M metric tons LNG in a year 🔥 Natural gas production: record 118.5 bcf/day 🚢 Glencore locked in 3M tons/year for 20 years 🤝 Mercuria locked in 1.5M tons/year for 20 years US built the infrastructure before it happened. While Iran was building a toll booth Washington was permitting export terminals. The 121 tankers didn't appear overnight. Neither did the LNG capacity.

Jack Prandelli

52,630 просмотров • 4 месяцев назад

WHY THE STRIKE ON QATAR'S RAS LAFFAN SINGES INDIA Iran’s strikes on Ras Laffan Industrial City hit the nerve centre of global LNG. This may seem like Qatar's problem but when nearly 40% of India’s gas comes from Qatar it becomes our collective headache as any disruption tightens supply. Expect pressure on CNG/PNG prices, fertiliser costs (and eventually food), and power tariffs. Industry margins will take a hit. The downside is that even if supplies stabilise, prices will stay elevated. Indian markets are already reflecting the anxiety. Brent is trading at $111/barrel.

WHY THE STRIKE ON QATAR'S RAS LAFFAN SINGES INDIA Iran’s strikes on Ras Laffan Industrial City hit the nerve centre of global LNG. This may seem like Qatar's problem but when nearly 40% of India’s gas comes from Qatar it becomes our collective headache as any disruption tightens supply. Expect pressure on CNG/PNG prices, fertiliser costs (and eventually food), and power tariffs. Industry margins will take a hit. The downside is that even if supplies stabilise, prices will stay elevated. Indian markets are already reflecting the anxiety. Brent is trading at $111/barrel.

Rahul Shivshankar

392,859 просмотров • 5 месяцев назад

Europe's energy security is under fire as Middle East tensions send oil to $80 per barrel and freeze Qatar LNG shipments. With the Strait of Hormuz at risk, Brussels experts are racing for a strategy. Al Jazeera's Osama Bin Javaid reports.

Europe's energy security is under fire as Middle East tensions send oil to $80 per barrel and freeze Qatar LNG shipments. With the Strait of Hormuz at risk, Brussels experts are racing for a strategy. Al Jazeera's Osama Bin Javaid reports.

Al Jazeera English

50,961 просмотров • 5 месяцев назад

#Iran’s foreign ministry spokesperson Esmail Baqaei was pressed on why Iran attacked Qatar’s gas field, which is not an American military installation, contradicting the Iranian claim it only targets U.S. interests in the Gulf. Baqaei claimed the attack on Ras Laffan Industrial City was a "retaliatory act in self-defence on infrastructure shared by the United States," after Israel and U.S. attacked South Pars Gas field. QatarEnergy said damages caused by Iranian missile attacks on Ras Laffan Industrial City could cost up to $20 billion annually in lost revenue, with repairs expected to take three to five years. Qatar’s Energy Minister and QatarEnergy CEO Saad Sherida Al-Kaabi warned that the damage to LNG facilities will disrupt supplies to key markets including China, South Korea, Italy and Belgium, forcing the company to declare force majeure on some long-term contracts for up to five years.

#Iran’s foreign ministry spokesperson Esmail Baqaei was pressed on why Iran attacked Qatar’s gas field, which is not an American military installation, contradicting the Iranian claim it only targets U.S. interests in the Gulf. Baqaei claimed the attack on Ras Laffan Industrial City was a "retaliatory act in self-defence on infrastructure shared by the United States," after Israel and U.S. attacked South Pars Gas field. QatarEnergy said damages caused by Iranian missile attacks on Ras Laffan Industrial City could cost up to $20 billion annually in lost revenue, with repairs expected to take three to five years. Qatar’s Energy Minister and QatarEnergy CEO Saad Sherida Al-Kaabi warned that the damage to LNG facilities will disrupt supplies to key markets including China, South Korea, Italy and Belgium, forcing the company to declare force majeure on some long-term contracts for up to five years.

Doha News

16,533 просмотров • 5 месяцев назад

🚨 BREAKING: Iranian attack causes “extensive damage” at Qatar’s Ras Laffan gas hub, QatarEnergy says QatarEnergy said missile strikes on Ras Laffan Industrial City triggered multiple fires and caused “extensive damage,” with the full scale of impact still being assessed. Here’s what else to know: 🔹Qatar’s Interior Ministry said Civil Defense units are responding to the fires. It remains unclear whether the site was directly struck or hit by debris. 🔹Ras Laffan is the world’s largest LNG export hub, supplying approximately 20% of the global LNG market. Evacuations were ordered earlier after IRGC warnings it would target Gulf energy infrastructure following U.S.-Israeli strikes on Iran’s gas and fuel facilities. 🔹The site was still recovering from a March 2 drone attack that caused a multi-week shutdown of LNG production, raising fresh concerns over global energy supply.

🚨 BREAKING: Iranian attack causes “extensive damage” at Qatar’s Ras Laffan gas hub, QatarEnergy says QatarEnergy said missile strikes on Ras Laffan Industrial City triggered multiple fires and caused “extensive damage,” with the full scale of impact still being assessed. Here’s what else to know: 🔹Qatar’s Interior Ministry said Civil Defense units are responding to the fires. It remains unclear whether the site was directly struck or hit by debris. 🔹Ras Laffan is the world’s largest LNG export hub, supplying approximately 20% of the global LNG market. Evacuations were ordered earlier after IRGC warnings it would target Gulf energy infrastructure following U.S.-Israeli strikes on Iran’s gas and fuel facilities. 🔹The site was still recovering from a March 2 drone attack that caused a multi-week shutdown of LNG production, raising fresh concerns over global energy supply.

Drop Site

176,637 просмотров • 5 месяцев назад

Recent attacks on key energy infrastructure in the Persian Gulf are having major global consequences. Critical LNG facilities have been knocked offline for years, and disruption in the Strait of Hormuz is restricting supply. Gas prices have surged (nearly doubling in the UK), pushing up inflation and shifting expectations toward higher interest rates and borrowing costs. The UK and Europe are particularly vulnerable due to increasing reliance on imported LNG, raising longer-term energy security concerns. Beyond energy, reduced production of ammonia, helium, and other byproducts is likely to impact food supply, healthcare, and semiconductor manufacturing worldwide. Source: Ed Conway

Recent attacks on key energy infrastructure in the Persian Gulf are having major global consequences. Critical LNG facilities have been knocked offline for years, and disruption in the Strait of Hormuz is restricting supply. Gas prices have surged (nearly doubling in the UK), pushing up inflation and shifting expectations toward higher interest rates and borrowing costs. The UK and Europe are particularly vulnerable due to increasing reliance on imported LNG, raising longer-term energy security concerns. Beyond energy, reduced production of ammonia, helium, and other byproducts is likely to impact food supply, healthcare, and semiconductor manufacturing worldwide. Source: Ed Conway

Clash Report

23,822 просмотров • 5 месяцев назад

Crazy facts about Qatar: It has the #1 GDP per capita in the world, on a per citizen basis, because it only has 320,000 Qatari citizens, and the other 90% of its 2.6 million population are all foreign labor workers. Because of this, 75% of Qatar’s population is male – a 3-1 male-female population. Its sovereign wealth fund holds $450 billion, which is $1.4 million per Qatari citizen. This is all possible because Qatar sits on the largest natural gas field in the world, the North Field, discovered by Qatar’s constant partner British oil/gas giant Shell. Qatar is tightly tied to the British empire. Qatar is the largest single property owner in London. It owns 20% of London Heathrow Airport. And it continues to be partnered with Shell on North Field expansion projects. Because Qatar’s entire economy is based on exporting LNG from the North Field, and the UK-led sanctions against Russia eliminated cheap Russian gas from the EU market, Qatar and its British gas partners became perhaps the world’s top #1 beneficiary of the war against Russia as Qatari LNG replaced Russian natural gas. After the war started in 2022, Qatar quickly became the EU's second-largest LNG supplier, after the United States and ahead of Russia. This includes massive expensive LNG exports to Germany, after we blew up their Nord Stream pipeline, and explains the UK push to eliminate the AfD party in Germany, which has campaigned on moving back to natural gas with Russia rather than LNG.

Crazy facts about Qatar: It has the #1 GDP per capita in the world, on a per citizen basis, because it only has 320,000 Qatari citizens, and the other 90% of its 2.6 million population are all foreign labor workers. Because of this, 75% of Qatar’s population is male – a 3-1 male-female population. Its sovereign wealth fund holds $450 billion, which is $1.4 million per Qatari citizen. This is all possible because Qatar sits on the largest natural gas field in the world, the North Field, discovered by Qatar’s constant partner British oil/gas giant Shell. Qatar is tightly tied to the British empire. Qatar is the largest single property owner in London. It owns 20% of London Heathrow Airport. And it continues to be partnered with Shell on North Field expansion projects. Because Qatar’s entire economy is based on exporting LNG from the North Field, and the UK-led sanctions against Russia eliminated cheap Russian gas from the EU market, Qatar and its British gas partners became perhaps the world’s top #1 beneficiary of the war against Russia as Qatari LNG replaced Russian natural gas. After the war started in 2022, Qatar quickly became the EU's second-largest LNG supplier, after the United States and ahead of Russia. This includes massive expensive LNG exports to Germany, after we blew up their Nord Stream pipeline, and explains the UK push to eliminate the AfD party in Germany, which has campaigned on moving back to natural gas with Russia rather than LNG.

Mike Benz

1,929,918 просмотров • 1 год назад

🇮🇷 The Iran war has now shifted to targeting energy supplies. Israel struck Iran's South Pars gas field, the world's largest. Iran hit back at Qatar's Ras Laffan LNG facility that supplies one-fifth of global output and fired missiles at Saudi oil sites, with analyst Bachar el-Halabi calling it an unprecedented escalation that risks major supply shocks, oil near $110 a barrel, and repairs taking weeks or months. And, here we are… Source: Middle East Eye

🇮🇷 The Iran war has now shifted to targeting energy supplies. Israel struck Iran's South Pars gas field, the world's largest. Iran hit back at Qatar's Ras Laffan LNG facility that supplies one-fifth of global output and fired missiles at Saudi oil sites, with analyst Bachar el-Halabi calling it an unprecedented escalation that risks major supply shocks, oil near $110 a barrel, and repairs taking weeks or months. And, here we are… Source: Middle East Eye

Mario Nawfal

188,704 просмотров • 5 месяцев назад

🇨🇳 China rolls out its largest LNG carrier yet, as South Korea's lead vanishes fast 🟠 China has completed assembly of its largest liquefied natural gas (LNG) carrier to date — the Celsius Georgetown — a staggering 180,000-cubic-meter vessel. With this milestone, China now boasts five domestic shipyards capable of building these advanced carriers, often described as the "apex of shipbuilding technology." 🟠 The timing is strategic. Even with the disruptions caused by the Iran war—including Qatari capacity being sidelined for an estimated 3 to 5 years—longer shipping routes and booming LNG production in the United States, Canada, and Africa, are driving robust demand for new tankers 🟠 China already captured roughly 70% of global ship orders in 2025. 🇰🇷 And while South Korea still holds about 70% of the dedicated LNG carrier market, a professor from Seoul National University warns, "China has already caught up." He cautions that Korea may stay ahead for only 2 or 3 years at best.

🇨🇳 China rolls out its largest LNG carrier yet, as South Korea's lead vanishes fast 🟠 China has completed assembly of its largest liquefied natural gas (LNG) carrier to date — the Celsius Georgetown — a staggering 180,000-cubic-meter vessel. With this milestone, China now boasts five domestic shipyards capable of building these advanced carriers, often described as the "apex of shipbuilding technology." 🟠 The timing is strategic. Even with the disruptions caused by the Iran war—including Qatari capacity being sidelined for an estimated 3 to 5 years—longer shipping routes and booming LNG production in the United States, Canada, and Africa, are driving robust demand for new tankers 🟠 China already captured roughly 70% of global ship orders in 2025. 🇰🇷 And while South Korea still holds about 70% of the dedicated LNG carrier market, a professor from Seoul National University warns, "China has already caught up." He cautions that Korea may stay ahead for only 2 or 3 years at best.

Sputnik

16,631 просмотров • 4 месяцев назад

JUST IN: Bapco Energies just declared force majeure. Bahrain’s only refinery. 405,000 barrels per day. Eighty-five percent exported. Ninety years old. The sole refining facility for an entire nation. Force majeure means the company is legally unable to fulfil its contractual obligations. Cargoes already paid for will not be delivered. Diesel, jet fuel, and refined petroleum products that buyers across Asia, Africa, and the Middle East were expecting will not arrive. The contracts are suspended. The supply is gone. The attack that triggered the declaration was an Iranian drone and missile strike on the Sitra refinery complex on 9 March. Fire broke out in at least one unit. Bahrain’s National Communication Centre confirmed containment with 32 civilians injured in the broader raids. Bapco stated domestic fuel supplies remain secured. But export operations, which account for 85% of the refinery’s output, are halted. This is not a full physical shutdown. It is something more consequential. It is a legal shutdown. Force majeure converts physical damage into contractual default. Every buyer holding a confirmed cargo from Bapco must now source replacement barrels from an already strained market where Hormuz is commercially closed, QatarEnergy is under its own force majeure, Iraq has cut production 70%, and VLCC charter rates sit at $424,000 per day. The replacement barrels do not exist at pre-war prices. Some do not exist at any price. This is the third force majeure declaration from the Gulf in nine days. QatarEnergy declared force majeure on all LNG exports after Iranian strikes hit Ras Laffan and Mesaieed, removing approximately 20% of global LNG supply. Kuwait’s national oil company announced precautionary production cuts. Now Bahrain’s sole refinery joins the cascade. Each declaration compounds the others. QatarEnergy’s force majeure tightened LNG markets. Bapco’s tightens refined product markets. When the refinery that processes crude into usable fuel goes offline, the disruption moves downstream from the wellhead to the petrol station, the shipping terminal, the airport fuel depot, and the industrial boiler. Crude oil prices capture the headline. Refined product margins capture the damage. Diesel margins were already surging before this declaration. Jet fuel crack spreads were at multi-year highs as 30,000 cancelled flights rerouted through Asian hubs burning additional fuel on longer routes. Bapco’s 405,000 barrels per day of refining capacity going offline removes a meaningful share of Gulf refined product supply at the precise moment global demand for alternative routing fuel is spiking. The IRGC’s 31 autonomous provincial commands did not need to close the Strait to cripple Bahrain’s energy exports. They needed one drone through the air defence screen. One hit on one unit of one refinery. The rest is done by lawyers, force majeure clauses, and a contracts market that cascades default through every buyer in the chain. The Strait was closed by insurance. The refinery was closed by a drone. The exports were closed by a legal clause. Three different mechanisms. One outcome. Supply removed from a market that cannot replace it. Hormuz. Qatar. Now Bahrain. Three force majeures in nine days. The Gulf’s energy architecture is being dismantled one legal declaration at a time. Full analysis here!

JUST IN: Bapco Energies just declared force majeure. Bahrain’s only refinery. 405,000 barrels per day. Eighty-five percent exported. Ninety years old. The sole refining facility for an entire nation. Force majeure means the company is legally unable to fulfil its contractual obligations. Cargoes already paid for will not be delivered. Diesel, jet fuel, and refined petroleum products that buyers across Asia, Africa, and the Middle East were expecting will not arrive. The contracts are suspended. The supply is gone. The attack that triggered the declaration was an Iranian drone and missile strike on the Sitra refinery complex on 9 March. Fire broke out in at least one unit. Bahrain’s National Communication Centre confirmed containment with 32 civilians injured in the broader raids. Bapco stated domestic fuel supplies remain secured. But export operations, which account for 85% of the refinery’s output, are halted. This is not a full physical shutdown. It is something more consequential. It is a legal shutdown. Force majeure converts physical damage into contractual default. Every buyer holding a confirmed cargo from Bapco must now source replacement barrels from an already strained market where Hormuz is commercially closed, QatarEnergy is under its own force majeure, Iraq has cut production 70%, and VLCC charter rates sit at $424,000 per day. The replacement barrels do not exist at pre-war prices. Some do not exist at any price. This is the third force majeure declaration from the Gulf in nine days. QatarEnergy declared force majeure on all LNG exports after Iranian strikes hit Ras Laffan and Mesaieed, removing approximately 20% of global LNG supply. Kuwait’s national oil company announced precautionary production cuts. Now Bahrain’s sole refinery joins the cascade. Each declaration compounds the others. QatarEnergy’s force majeure tightened LNG markets. Bapco’s tightens refined product markets. When the refinery that processes crude into usable fuel goes offline, the disruption moves downstream from the wellhead to the petrol station, the shipping terminal, the airport fuel depot, and the industrial boiler. Crude oil prices capture the headline. Refined product margins capture the damage. Diesel margins were already surging before this declaration. Jet fuel crack spreads were at multi-year highs as 30,000 cancelled flights rerouted through Asian hubs burning additional fuel on longer routes. Bapco’s 405,000 barrels per day of refining capacity going offline removes a meaningful share of Gulf refined product supply at the precise moment global demand for alternative routing fuel is spiking. The IRGC’s 31 autonomous provincial commands did not need to close the Strait to cripple Bahrain’s energy exports. They needed one drone through the air defence screen. One hit on one unit of one refinery. The rest is done by lawyers, force majeure clauses, and a contracts market that cascades default through every buyer in the chain. The Strait was closed by insurance. The refinery was closed by a drone. The exports were closed by a legal clause. Three different mechanisms. One outcome. Supply removed from a market that cannot replace it. Hormuz. Qatar. Now Bahrain. Three force majeures in nine days. The Gulf’s energy architecture is being dismantled one legal declaration at a time. Full analysis here!

Shanaka Anslem Perera ⚡

263,350 просмотров • 5 месяцев назад

🇦🇺🇮🇷 Australia's fuel crisis is a warning for every country on earth... A cyclone just knocked out three Australian LNG plants producing 8% of global supply. This on top of Qatar's damaged facilities and a closed Strait of Hormuz. Global LNG supply is collapsing from three directions simultaneously. Australia closed five refineries since 2003, imports most of its refined fuel from Singapore and South Korea, and sits at the very end of the world's longest supply chain. Those Asian refiners are now rationing their own output because crude isn't reaching them either. Gas stations across Australia are running dry. When the country that exports LNG can't fuel its own cars, the global energy system is broken in ways that won't be fixed by a ceasefire alone. Source: What’s going on with Shipping YT

🇦🇺🇮🇷 Australia's fuel crisis is a warning for every country on earth... A cyclone just knocked out three Australian LNG plants producing 8% of global supply. This on top of Qatar's damaged facilities and a closed Strait of Hormuz. Global LNG supply is collapsing from three directions simultaneously. Australia closed five refineries since 2003, imports most of its refined fuel from Singapore and South Korea, and sits at the very end of the world's longest supply chain. Those Asian refiners are now rationing their own output because crude isn't reaching them either. Gas stations across Australia are running dry. When the country that exports LNG can't fuel its own cars, the global energy system is broken in ways that won't be fixed by a ceasefire alone. Source: What’s going on with Shipping YT

Mario Nawfal

77,401 просмотров • 5 месяцев назад

🚨 HORMUZ OR UKRAINE: ENERGY CRISIS STRIKES THE WORLD 🇦🇪 Gulf states warn Iran has crossed red lines, deliberately targeting civilian and energy infrastructure, sparking panic across the Arab world. 🇰🇷 Global markets reel. South Korea’s index dropped 20 percent in two days, Thailand and Tokyo fell 8 percent as fears of industrial shutdowns rise. 🇸🇦 Saudi Arabia shut its largest refinery. Qatar declared force majeure and halted LNG exports. Iraq cut nearly 1.5 million barrels of oil per day. 🇦🇺 Australia says 115,000 citizens are stranded. France reports 400,000 affected. The U.S. consulate in Dubai reportedly caught fire after a drone strike. 🇺🇦 Ukrainian experts are deploying to the Gulf to help shoot down Iranian drones using lessons from the war against Russia. 🇷🇺 Russia sees higher demand for its heavy crude as Middle Eastern supply is disrupted, even as Ukraine continues a long-range campaign targeting Russian refineries and pipelines to hit Kremlin oil and gas revenue. The Gulf and Ukraine crises show energy is always the battleground, with global markets and geopolitics deeply connected. Source: Wallstreet Research Center - YT

🚨 HORMUZ OR UKRAINE: ENERGY CRISIS STRIKES THE WORLD 🇦🇪 Gulf states warn Iran has crossed red lines, deliberately targeting civilian and energy infrastructure, sparking panic across the Arab world. 🇰🇷 Global markets reel. South Korea’s index dropped 20 percent in two days, Thailand and Tokyo fell 8 percent as fears of industrial shutdowns rise. 🇸🇦 Saudi Arabia shut its largest refinery. Qatar declared force majeure and halted LNG exports. Iraq cut nearly 1.5 million barrels of oil per day. 🇦🇺 Australia says 115,000 citizens are stranded. France reports 400,000 affected. The U.S. consulate in Dubai reportedly caught fire after a drone strike. 🇺🇦 Ukrainian experts are deploying to the Gulf to help shoot down Iranian drones using lessons from the war against Russia. 🇷🇺 Russia sees higher demand for its heavy crude as Middle Eastern supply is disrupted, even as Ukraine continues a long-range campaign targeting Russian refineries and pipelines to hit Kremlin oil and gas revenue. The Gulf and Ukraine crises show energy is always the battleground, with global markets and geopolitics deeply connected. Source: Wallstreet Research Center - YT

Mario Nawfal

53,842 просмотров • 5 месяцев назад

Stock markets around the world are crashing after the destruction of a single, massive liquefied natural gas (LNG) facility in Qatar by Iranian missiles last night. Shell’s Pearl GTL sat inside the larger Ras Laffan complex, which, before the war, produced roughly 20% of the world’s liquefied natural gas (LNG). It had taken four years, from 2007 to 2011, to build. Its loss will mean a long-term shortage of LNG. Europe’s LNG prices rose 35% since the attack and by more than 100%, from €32 euros per MWh to over €70 today, since last month. Asia was already returning to coal before the loss of the Pearl GTL facility, and will burn more of it now that LNG is being priced out of reach of poor nations. Already, Qatar’s North Field expansion had been delayed to mid-2027. With the rebuild of Pearl GTL expected to take three to five years, that expansion timeline slips further. But the underlying reason for this crisis is a lack of LNG plants. We didn’t need more natural gas infrastructure, said the media, Democrats, and climate advocates, over the last 15 years. Every new LNG terminal was, they said, a “climate bomb.” Groups including Reclaim Finance, Rainforest Action Network, Bill McKibben’s and Greenpeace waged a coordinated campaign to cut off financing for LNG terminals. They staged die-ins outside Bank of America. They cut up credit cards at Chase branches. They captured $130 trillion into the Glasgow Financial Alliance for Net Zero. They published annual scorecards shaming any bank that lent to LNG developers. The divestment movement boasted that $39.2 trillion in capital had been “blocked” from fossil fuels. The groups succeeded beyond their wildest dreams. Biden paused new LNG export approvals in January 2024 under direct pressure from climate groups. Investors have underinvested in LNG ever since. Please subscribe now to support Public's award-winning reporting, read the rest of the article, and watch the rest of the video!

Stock markets around the world are crashing after the destruction of a single, massive liquefied natural gas (LNG) facility in Qatar by Iranian missiles last night. Shell’s Pearl GTL sat inside the larger Ras Laffan complex, which, before the war, produced roughly 20% of the world’s liquefied natural gas (LNG). It had taken four years, from 2007 to 2011, to build. Its loss will mean a long-term shortage of LNG. Europe’s LNG prices rose 35% since the attack and by more than 100%, from €32 euros per MWh to over €70 today, since last month. Asia was already returning to coal before the loss of the Pearl GTL facility, and will burn more of it now that LNG is being priced out of reach of poor nations. Already, Qatar’s North Field expansion had been delayed to mid-2027. With the rebuild of Pearl GTL expected to take three to five years, that expansion timeline slips further. But the underlying reason for this crisis is a lack of LNG plants. We didn’t need more natural gas infrastructure, said the media, Democrats, and climate advocates, over the last 15 years. Every new LNG terminal was, they said, a “climate bomb.” Groups including Reclaim Finance, Rainforest Action Network, Bill McKibben’s and Greenpeace waged a coordinated campaign to cut off financing for LNG terminals. They staged die-ins outside Bank of America. They cut up credit cards at Chase branches. They captured $130 trillion into the Glasgow Financial Alliance for Net Zero. They published annual scorecards shaming any bank that lent to LNG developers. The divestment movement boasted that $39.2 trillion in capital had been “blocked” from fossil fuels. The groups succeeded beyond their wildest dreams. Biden paused new LNG export approvals in January 2024 under direct pressure from climate groups. Investors have underinvested in LNG ever since. Please subscribe now to support Public's award-winning reporting, read the rest of the article, and watch the rest of the video!

Michael Shellenberger

39,657 просмотров • 5 месяцев назад

🚨BREAKING: Iran is striking major ports and oil tankers in the Middle East and this could trigger a crash in stock markets. The Strait of Hormuz is effectively blocked. Around 20 million barrels of oil per day pass through this route. Nearly 20% of global LNG exports, mainly from Qatar, also move through here. If this route stays disrupted, the impact spreads fast. 1. It could push oil toward $100–$120 per barrel. If that happens, petrol and diesel prices rise globally. Electricity costs also increase in countries that rely on gas. Airlines, logistics companies, and manufacturers all face higher fuel costs. 2. Qatar is one of the world’s largest LNG exporters. If LNG shipments are delayed or blocked, Europe and Asia face tighter gas supply. Power generation costs go up. Governments may need to use emergency reserves again. That’s why some analysts are comparing this to the 2022 energy crisis. 3. Shipping routes are being rerouted around Africa. That adds: 10–14 extra days to deliveries, higher fuel costs, and higher freight rates. Car manufacturers depend on just-in-time parts. If parts are delayed for weeks, production lines slow or temporarily stop. 4. The Gulf region exports key petrochemicals used to make fertilizer. If fertilizer supply tightens, farming costs rise and food prices increase in the coming months. This doesn’t hit instantly, but it builds over time. 5. War-risk insurance costs have reportedly jumped around 50%. For large vessels, that means hundreds of thousands of dollars in extra cost per trip. That reduces trade flow and pushes freight costs higher globally. The UAE has already shut its stock market for two days. Global markets are reacting. This is not just about oil prices moving up. It impacts energy supply, trade routes, inflation pressure, and global growth. If the disruption lasts more than a few weeks, the economic effects will compound quickly.

🚨BREAKING: Iran is striking major ports and oil tankers in the Middle East and this could trigger a crash in stock markets. The Strait of Hormuz is effectively blocked. Around 20 million barrels of oil per day pass through this route. Nearly 20% of global LNG exports, mainly from Qatar, also move through here. If this route stays disrupted, the impact spreads fast. 1. It could push oil toward $100–$120 per barrel. If that happens, petrol and diesel prices rise globally. Electricity costs also increase in countries that rely on gas. Airlines, logistics companies, and manufacturers all face higher fuel costs. 2. Qatar is one of the world’s largest LNG exporters. If LNG shipments are delayed or blocked, Europe and Asia face tighter gas supply. Power generation costs go up. Governments may need to use emergency reserves again. That’s why some analysts are comparing this to the 2022 energy crisis. 3. Shipping routes are being rerouted around Africa. That adds: 10–14 extra days to deliveries, higher fuel costs, and higher freight rates. Car manufacturers depend on just-in-time parts. If parts are delayed for weeks, production lines slow or temporarily stop. 4. The Gulf region exports key petrochemicals used to make fertilizer. If fertilizer supply tightens, farming costs rise and food prices increase in the coming months. This doesn’t hit instantly, but it builds over time. 5. War-risk insurance costs have reportedly jumped around 50%. For large vessels, that means hundreds of thousands of dollars in extra cost per trip. That reduces trade flow and pushes freight costs higher globally. The UAE has already shut its stock market for two days. Global markets are reacting. This is not just about oil prices moving up. It impacts energy supply, trade routes, inflation pressure, and global growth. If the disruption lasts more than a few weeks, the economic effects will compound quickly.

Bull Theory

1,417,400 просмотров • 6 месяцев назад

🚨 ENERGY DIPLOMACY WIN! Despite 17% disruption in global LNG supply due to the Iran war, India’s LNG imports by just 5% 🤯 Modi Govt acted swiftly & diversified sourcing from Oman, the US, Nigeria, and Angola. Even with the effective closure of the Strait of Hormuz causing a 15 M barrels per day CUT in Gulf production, the global price reaction has been surprisingly limited🎯 Another strong demonstration of top-class diplomacy and strategic energy planning by the government👏🏻 Bharat’s energy security remains robust amid global TURBULENCE! 🔥🇮🇳

🚨 ENERGY DIPLOMACY WIN! Despite 17% disruption in global LNG supply due to the Iran war, India’s LNG imports by just 5% 🤯 Modi Govt acted swiftly & diversified sourcing from Oman, the US, Nigeria, and Angola. Even with the effective closure of the Strait of Hormuz causing a 15 M barrels per day CUT in Gulf production, the global price reaction has been surprisingly limited🎯 Another strong demonstration of top-class diplomacy and strategic energy planning by the government👏🏻 Bharat’s energy security remains robust amid global TURBULENCE! 🔥🇮🇳

The Analyzer (News Updates🗞️)

104,218 просмотров • 2 месяцев назад