David Butter

#Iran war damage to #Qatar hits global #LNG outlook, upends Asia demand growth ..with Emily Chow @emchowsy reuters.com/business/energ…

Boom for #Egyptian fertilisers? english.ahram.org.eg/NewsContent/50…

🇲🇦🇪🇸 Énergie: Ormuz met sous tension le commerce bidirectionnel entre le Maroc et l’Espagne fr.le360.ma/economie/energ…

@hxhassan @MazMHussain Abu Musa and the Tunbs are all in play. No question

@hxhassan The Rainman

Even rivers and nature are alive after the removal of Assad and Iran from Syria, and after years or decades of neglect and drought. Syria only needs to be protected from the troika of Israel, the pro-Iran crowds and its internal useful idiots

Just incredible, after recent rains, the Barada River, a dirty polluted dribble last year, is now gushing through central #Damascus, Marja Square, with the tall white Four Seasons Hotel in the background.

🔴أوراسكوم توقع اتفاقية لإنشاء محطة رياح 900 ميجاواط بخليج السويس ♦️أعلنت أوراسكوم كونستراكشون توقيع اتفاقية لتطوير محطة طاقة رياح بقدرة 900 ميجاواط في رأس شقير بخليج السويس بنظام BOO لمدة 25 عاماً.

Meanwhile in Miami a #Saudi investment conference. Priority partners include New Murabba, which already scaled back its gigaproject before the war. That said, Saudi stockmarket is up on back of Aramco getting more dollar for less oil. tinyurl.com/en5xj3ny

Along with natural gas & oil windfall, #Algeria also stands to cash in on its #helium exports as supplies from #Qatar stop. tinyurl.com/3amfwzu9

Bold move that will look much better the longer Qatar is off the market. Just a delay in the Qatari expansion alone will cover half the time of this contract. Anything with Henry Hub indexation these days is paramount to owning the golden ticket. @ColumbiaUEnergy

We’re likely to hear a lot more about three small Gulf islands in the coming period—as Donald Trump and others focus on securing the Strait of Hormuz. Most people have never heard of them. So here’s a concise thread on what they are, where they are, and why they matter. 🧵

Kiss goodbye any notion of LNG oversupply in 2026 & you probably could throw in 2027 at this point. However, the problem is two sided. Loss of existing Qatari supply wipes out an equal amount of demand, some of which -- in power -- is at risk of not coming back. @ColumbiaUEnergy

Follow-up questions on #Qatar saying 12.7mtpa knocked out for 3-5 years: any news on NFE expansion? Could Golden Pass make up for some of this? Arctic LNG 2? Nigeria LNG 7? Scarborough/Pluto train 2?

QatarEnergy CEO says the Iranian attack overnight damaged ~17% of its LNG production capacity, and it would take 3-5 years to repair the damage. reuters.com/business/energ…

Shell update on its facilities in Qatar - March 19, 2026 05:36 ET - The safety and security of Shell’s employees and contractors is our highest priority. Shell continues to work closely with local authorities, our partners and customers. LNG production in Qatar has been shut down since early March. During the evening of 18th March, an attack on Ras Laffan Industrial City took place. All staff on site are safe. A fire that broke out within the Pearl GTL facility as a result of the incident was rapidly extinguished. The situation is under control and Pearl GTL is in a safe state. We are currently assessing any potential damage to Pearl GTL and working with QatarEnergy and the relevant authorities to understand the damage to the wider Ras Laffan Industrial City facilities. We will provide further updates in due course via shell.com.

Factoring in #Qatar #LNG not coming back until September (and then limited): Qatar LNG supply down 60% y/y in 2026, and global supply down 5% (with some of the slack picked up by USA, Russia, Canada, Australia & Nigeria). Effects would roll into 2027.

How will we know the extent of damage? @gomatsuo points out that the number of LNG vessels that Nakilat (QatarLNG shipping operator) puts on the market will be a predictor: 10-30 vessels - few months; 40 or more - significant, perhaps years. x.com/gomatsuo/statu…

私はカタールの液化施設で冷却が継続されているのではないかと考えている。定期的に熱源が確認できていた。これはガスタービンやコンプレッサーを動かして冷却していたと思われる。仮にタンク内のヒールもフレア処理するのだとしたら、クールダウン・カーゴを受け入れてから再稼働まで３か月かかる。

15yrs after declaring force majeure, @GulfsandsPlc is back at its Block 26 oil fields in #Hasakeh, #Syria. General Manager Omar al-Hamad just visited the site alongside Syrian Petroleum Company officials, where oil is now being extracted for delivery to the #Baniyas refinery.

🔴وزارة الدفاع السعودية: اعتراض وتدميـ. ـر صاروخ باليستي أُطلق باتجاه مدينة ينبع