Energy Intelligence

Can Qatar's First US #LNG Venture Ride to the Rescue? Golden Pass is about to bring 6 million tons of new LNG online for #QatarEnergy after the Ras Laffan outage, but none of it will go toward fulfilling existing contracts. Read the article: bit.ly/41n2oWy

With the US temporarily lifting #sanctions on Iranian #oil, can customers realistically buy it? Energy Intelligence’s Freddie Yap breaks down the factors involved: bit.ly/4dDkSJJ

📊 Infrastructure Risk Tracker Dashboard is live! Get verified #MiddleEast incident locations, facility types and confirmed impacts, updated daily. 🔹 Subscribers: Access now → bit.ly/3PnYfPE 🔹 Not a client? Discover the Risk Service → bit.ly/4v3bYvJ

𝗜𝘁’𝘀 𝗡𝗼𝘁 𝗝𝘂𝘀𝘁 #𝗢𝗶𝗹: 𝗗𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗮𝗻𝗱 𝗳𝗿𝗲𝗶𝗴𝗵𝘁 #𝗮𝘃𝗶𝗮𝘁𝗶𝗼𝗻 𝘂𝗻𝗱𝗲𝗿 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 𝗮𝘀 #𝗷𝗲𝘁𝗳𝘂𝗲𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 𝘀𝗼𝗮𝗿. Keep up to date with our latest aviation coverage.

Is Iran reshaping the global energy system? Short-term fossil fuel spikes aside, volatility may be accelerating the transition - boosting renewables, electrification & energy independence. Key insights from Energy Intelligence: 🔗bit.ly/3Nh34tv 🔗bit.ly/4rMTHjj

⚡How the #Mideast #war can change the energy world, again The twin #oil shocks of 1973-74 and 1979 reshaped global #energymarkets for decades. See how the current Mideast crisis will do the same. 👉 Read Phillipe Roos’ full analysis here: bit.ly/3PlpfiD

Iran's strike on Qatar's #LNG facilities sent shockwaves through the energy world, but Tehran also targeted other energy facilities with ties to US companies, all in apparent retaliation for the attack by Israel on its supergiant natural gas... Read more > bit.ly/40I3qfK

From Ukraine to Gaza and the Gulf, this is the third #war in four years hitting #oilandgas #trade, and the stakes have never been higher. 👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘀𝘁𝗼𝗿𝘆 𝗻𝗼𝘄: bit.ly/3PjIHMJ #SecurityRisk #Sanctions #LNGDemand #OilTrade #LNGProjects #LNGSupply

#QatarEnergy reports a 𝟭𝟳% 𝗹𝗼𝘀𝘀 𝗶𝗻 𝗟𝗡𝗚 𝗲𝘅𝗽𝗼𝗿𝘁 capacity following recent strikes, putting long-term supply to Europe and Asia at risk. 📉 What could this mean for energy security and prices? 👉 𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲: bit.ly/4lFZFkn

Gulf exporters have had mixed success in ramp up volumes via ‘Hormuz bypass’ routes. Saudi has been most successful with Red Sea exports hitting 4 mil b/d in recent days. But the UAE’s Adcop pipeline has been hit by attacks on Fujairah. Read article: bit.ly/4lJbTck

#QatarEnergy's latest update serves as a grim warning for #LNG players which are bracing for a longer production outage than initially expected... Read more > bit.ly/4lD1dLX

#QatarEnergy said missile attacks caused "extensive damage" and fires at Ras Laffan Industrial City — but the status of its critical #LNG infrastructure remains unknown... Read more > bit.ly/4lD1dLX

The energy war in the #MiddleEast #Gulf escalates as missile and drone strikes hit Iran’s South Pars #gas field. Iran’s Revolutionary Guard warns it may retaliate against Gulf #energy targets with hours’ notice... Read more > bit.ly/4rJ0VVo

Nonaligned producers have no significant, short-term resources that could mitigate unprecedented supply disruptions from the de facto closure of the Strait of Hormuz. .. Read more > bit.ly/4slfhfV

The #Mideast Gulf #war’s shock to #oilandgas supplies is accelerating calls from world leaders to support #nuclear as a key pillar of #energysecurity... Read more > bit.ly/4dsuzuy

Russia has little to offer in terms of immediate additional #gassupply to Asia amid a #Mideast Gulf #war that has shut down Qatari #LNG supplies... Read more > bit.ly/4sc1msp

3 weeks into the #MiddleEast conflict, #oilandgas markets face huge uncertainty. 𝗣𝗮𝗿𝘁 𝟮: How buyers adapt, secure supply & manage #risk 👉 bit.ly/4bO36lH 𝗣𝗮𝗿𝘁 𝟭: Strait of #Hormuz near-closure & impact on #oilandLNG 👉 bit.ly/4luTbVI

Despite regional output taking a hammering, the share prices of Western #oil operators in the Middle East have seen support from heightened #oilandgas prices... Read more > bit.ly/4bqF4xj

Just as Cairo had banked on a Qatar #LNGsupply deal securing gas volumes through the hot summer months, the latest #Mideast #war erupted... Read more > bit.ly/40DyCN3

Operations at the 1.45 billion cubic foot per day Shah gas field — a major #onshore sour #gas project in Abu Dhabi — have been halted following a drone attack... Read more > bit.ly/4lxtfIO