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cashgrab
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It's huge failure for any nation to anchor its energy security to a region defined by endemic conflict, unstoppable drone threats, and regimes driven by sectarian rivalries. Relying on such an unstable region for energy is an invitation for pain
Just buy American
$NEXT #LNG
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@KrisPatel99 It's massive failure for any nation to anchor its energy security to a region defined by endemic conflict, unstoppable drone threats, and regimes driven by sectarian rivalries. Relying on such a fractured landscape for essential resources is an invitation for economic instability
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Consequences of short term thinking... great job India.
Could have secured reliable US cargos from US sources years ago with $VG and $NEXT but yall got greedy.
Now you'll pay the price... 😮💨
Youll have to buy cargos at 3x the price on spot while you subsidize Japanese and South Korean cargos, who bought equity stakes and signed long term deals.
BBC News (World)@BBCWorld
Gas shortage caused by Iran war may push India back to dirtier fuels bbc.in/4sY5zjn
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@Polymarket And I wouldn't be surprised if $NEXT with all their deep state backing ends up in triple digits!
These guys involved were all in on Nordstream being blown up and Russian LNG being banned. Blackrock is ofc behind it all!
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@jerseyh0mo Idk how they spent 80 billion and ended up with Second Life but with worse graphics and lower community count. 🤣
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I forgot about this stupid shit but imagine if they poured $80 billion into feeding the hungry instead of this failed cartoon universe that nobody wanted
Polymarket@Polymarket
JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project.
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@SecretaryWright @LiveSquawk @POTUS We’re you born retarded? If this stupid bastard had not attacked Iran and monitored the situation we would have cheap fuel across the board, instead we have record high prices inbound and a historical global energy crisis. Bravo dumbass.
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Thanks to @POTUS, the United States is the world’s top oil and natural gas producer. We are also the largest natural gas exporter and a top oil exporter. To be clear, the Trump administration has no plan to implement restrictions on oil and gas exports.
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@BTC_Siferd @SecretaryWright @LiveSquawk @POTUS Maybe you should have bought US oil and gas at great prices and not useless bitcoin, now you're mad at the empire you were betting against.
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@BernieSanders Who do they all believe will keep buying their products when nobody has an income is the real question
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@unusual_whales Middle east gas and oil was never a safe bet for anyone, and should be treated as such moving forward. There is no alternative to US LNG $NEXT
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@TheBarrelMind There is no alternative to US LNG with the emergence of hypersonics, high velocity torpedoes, and aerial drones. Middle east lng is probably done as a global export hub. Nobody wants thar risk when there are plenty of options, and nobody will pay to insure tankers in hormuz.
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What just happened in Qatar is a structural break for global gas and LNG markets.
This is not a marginal disruption. It is the core of the system.
Qatar had already halted LNG production earlier this month and declared force majeure, removing ~19% of global LNG supply. The latest strikes now raise serious questions about the timeline for any restart.
Before this, the market consensus assumed a short disruption. A few months of outage, followed by a gradual restart and a return to normal balances by mid-2026.
That assumption no longer holds.
Even under optimistic conditions, restarting LNG is not immediate. Upstream restarts, train-by-train ramp-up, and now potential repairs to damaged infrastructure all extend timelines. What was expected to take weeks could now take months.
And duration is everything.
At current run rates, every month of disruption removes roughly 1.5% of global annual LNG supply. After five to six months, the market is structurally short year-on-year, even before accounting for demand growth.
This shifts the entire balance.
Supply growth was expected to add ~35 mt in 2026. That is now at risk. Delays to North Field expansion projects could push tightness into 2027 and beyond.
The consequences cascade quickly:
First, pricing.
This is no longer volatility. It is a sustained repricing higher, driven by physical scarcity.
Second, demand.
Asia will absorb the shock first. Buyers most exposed to Qatari volumes will be forced into demand destruction, fuel switching, or high-priced spot procurement. Growth expectations will reverse.
Third, Europe.
Lower LNG availability means reduced storage injections and continued fuel switching. Storage levels risk remaining well below comfortable thresholds unless demand is curtailed further.
Fourth, system response.
Maintenance will be deferred. Every available molecule will be pushed into the market. Sanctioned or politically complex supply sources may be reconsidered simply because alternatives are limited.
Fifth, strategy.
This is a reminder of concentration risk. Ras Laffan is an extraordinarily efficient integrated hub. In peacetime, that is an advantage. In conflict, it becomes a single point of failure with global consequences.
Finally, reliability.
Gas markets are large, but not flexible. They cannot easily absorb shocks of this scale. Security of supply, diversification, and portfolio flexibility will move back to the centre of decision-making.
This is not a temporary disruption.
It is a reset of how the market prices risk, reliability, and concentration in the global LNG system.
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