
ResourceWars.com
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ResourceWars.com
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⚔️📈Geopolitics | Critical minerals | Energy battles | Investing alpha Follow for raw insights & edge.





JUST IN: HOUTHIS OFFICIALLY JOIN THE IRAN WAR He said they’ll target U.S. ships in the Red Sea: “This war is the war of the entire Ummah. The U.S alongside Israel, attack Iran, aiming to leave the region under Israeli control.”




Statement from President Trump on South Pars Gas Field:

💥As 20% of the world's LNG is taken offline for the foreseeable future, a reminder what Canada's leader @JustinTrudeau said in August 2022... There has "never been a strong business case" for LNG exports from Canada’s East Coast to Europe. As world burns, take that in.

BREAKING: Iran has struck the world’s largest natural gas export facility, the Ras Laffan refinery in Qatar. Qatar helped the Islamic regime in Iran for years, but is still getting hit. There’s no honor among thieves and Islamists

💥As 20% of the world's LNG is taken offline for the foreseeable future, a reminder what Canada's leader @JustinTrudeau said in August 2022... There has "never been a strong business case" for LNG exports from Canada’s East Coast to Europe. As world burns, take that in.

QatarEnergy Statement on Missile Attacks on Ras Laffan Industrial City QatarEnergy confirms that Ras Laffan Industrial City this evening has been the subject of missile attacks. Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused. All personnel have been accounted for and no casualties have been reported at this time. QatarEnergy will continue to communicate the latest available information. #Qatar

💥As 20% of the world's LNG is taken offline for the foreseeable future, a reminder what Canada's leader @JustinTrudeau said in August 2022... There has "never been a strong business case" for LNG exports from Canada’s East Coast to Europe. As world burns, take that in.




💥As 20% of the world's LNG is taken offline for the foreseeable future, a reminder what Canada's leader @JustinTrudeau said in August 2022... There has "never been a strong business case" for LNG exports from Canada’s East Coast to Europe. As world burns, take that in.


BREAKING: The Independent is reporting officials at the World Health Organization admit they are preparing for a “worst-case scenario” of nuclear weapons being used in the U.S. and Israel’s war against Iran. Iran has no nukes so that would mean the US and Israel would drop them.



US assesses China not planning to invade Taiwan in 2027 reut.rs/4ryc1fL reut.rs/4ryc1fL

BREAKING: They just hit the factory. Israeli strikes set fire to Phase 14 processing facilities at South Pars today. Iran’s oil ministry and Tasnim confirmed the blaze. Partial production suspension. An estimated 12 million cubic metres per day of gas output affected. South Pars is the largest gas field on Earth. It produces 70 to 80 percent of Iran’s total gas output. That gas is not just fuel. It is the hydrogen feedstock for the Haber-Bosch process that synthesises ammonia, which becomes urea, which becomes the nitrogen that half the planet’s agriculture depends on. South Pars gas feeds Iranian fertiliser production at its molecular root. The Hormuz permissioned chokepoint was already blocking the shipping route. Now the strikes are hitting the production source. The war is attacking the nitrogen supply chain at both ends simultaneously. This is the escalation that collapses every remaining optimistic scenario. The hopeful case for the global food system was always: the strait reopens, fertiliser flows resume, planting windows are partially salvaged. South Pars burning removes even that. If the strait reopened tomorrow morning and every provincial command stood down and every insurer reinstated cover by afternoon, the gas field that feeds the feedstock that feeds the ammonia that feeds the urea is on fire. The molecule cannot ship because the strait is blocked. The molecule cannot be produced because the factory is burning. Two chokepoints on the same supply chain. Both compromised on the same day of the same war. South Pars shares its geological reservoir with Qatar’s North Dome field. Qatar’s output is steady. Qatar’s fertiliser production is unaffected. But Qatar’s exports also transit through Hormuz. Qatar’s urea also requires passage through the permissioned chokepoint that the Mosaic Doctrine’s 31 provincial commands control via sealed packets and VHF radio. The world’s two largest producers of the gas that becomes the nitrogen that grows the food are now compromised at different points on the same chain: Iran at the source, Qatar at the route. Nineteen days. The Supreme Leader killed. The intelligence minister reportedly eliminated. The diplomatic negotiator and Basij commander dead. Over 2,000 targets. Missile production degraded 90 to 95 percent. Bushehr confirmed zero radiation by the IAEA. And now the gas field that anchors the nitrogen feedstock chain is burning. NOLA urea is $683. It will not go down. It may go up. Because the market just learned that the war is not only blocking the molecule from reaching the ship. It is destroying the facility that creates the molecule in the first place. The Mosaic provincial commands do not need South Pars to run the strait. They need radio handsets and sealed orders. But the world needed South Pars at full capacity for the day the strait eventually reopened. That day just became worth less. The post-war recovery that commodity desks were pricing as a sharp rebound now has a damaged gas field sitting between the ceasefire and the molecule. The strikes are justified. The nuclear programme that threatened ten bombs is gone. The military degradation is historic. But the same war that eliminated the nuclear threat is now eliminating the agricultural feedstock that the post-war world will need to recover. The molecule is trapped behind a doctrine at sea and burning on land. The soil waits for nitrogen. The nitrogen waits for gas. The gas field is on fire. And the strait is still closed. Full analysis: open.substack.com/pub/shanakaans…


