Santiago Arroyo⛽️⚡️🛢

“Virtus tentamine gaudet”.

@lorenamedinamen Si, ayer estuvo peor aquí en IAH, colegas que regresaron a CDMX ayer hicieron hasta 6 horas de espera a media tarde.

@SarroyoSi Entonces si están cañonas las filas en los aeropuertos como dicen ? 😓😅. Que bueno que lo lograste, Santiago!

After +3 hours, we did it. #TSA

“En las cantinas de dones ya ponen Zoe 😂😂😂” Bro…

La Iztapalapalización del primer mundo…

Australia’s LNG producers might face higher taxes if they make too much money 🇦🇺 💰 Prime Minister Albanese has asked Treasury to look into imposing a windfall tax on the country’s vast LNG industry, to capitalize on soaring prices of the fuel bloomberg.com/news/articles/…

En EEUU 🇺🇸 la inversión en equipo de procesamiento de información y computadoras registró en 2025 un crecimiento de 21.89%, mientras que la inversión en equipos periféricos aumentó 49.04%. Esto explicó en gran medida el crecimiento de las exportaciones de equipo de cómputo de México.

Goldman Sachs just dropped a bombshell: Oil could stay above $100 for YEARS. Here’s why you need to pay attention 🧵👇

LNG vs CNG vs LPG

Qatar LNG hub strikes escalate risk Missiles struck Qatar’s Ras Laffan Industrial City yesterday and today, hitting several LNG facilities at the 77 mtpa Ras Laffan export complex — the world’s largest LNG hub — and causing extensive damage. The attacks follow a drone strike on Mar. 2 that forced a temporary production halt. The strikes come amid #LNG exports that have effectively stopped since Mar. 1 due to the closure of the Strait of Hormuz, which has stranded vessels on both sides and disrupted flows from Qatar and Abu Dhabi, together accounting for roughly 20% of global LNG supply. The attacks occurred after Israeli strikes on Iran’s South Pars gas field — a reservoir shared with Qatar’s North Field — raising concerns not only about continued damage at Ras Laffan but also potential impacts on Qatar’s expanding LNG output and broader regional energy security. Stay ahead of the market with #Kpler Insight: okt.to/hkMPtB

U.S. LNG exports to the Caribbean neared record highs in 2025, at 0.3 Bcf/d, the second-highest export volume since the first cargoes left Sabine Pass in 2016. #TodayInEnergy bit.ly/4so1Mft

Qatar Outage May Deliver Windfall for U.S. LNG Exporters Amid Price Surge, Supply Fears: Global natural gas markets were roiled after news of widespread damage and the possibility of a prolonged outage in Qatar, sparking long-term implications for demand… dlvr.it/TRb3Zv

El primer ministro de Qatar advierte de los efectos globales del ataque en su contra y se muestra enojado con Israel.

The world's largest LNG export hub, is on 🔥 20% of global LNG exports 🇨🇳 China already rationing 🇯🇵 Japan no alternative 🇰🇷 South Korea same 🇮🇳 India 1/5 of gas supply from here 🇪🇺 Europe low buffer You can reopen a strait. You can reroute a tanker. You cannot replace the world's largest liquefaction plant overnight. There is no spare capacity at this scale. Anywhere. Iran hits the global gas market's only pressure valve💥 The question is no longer when this war ends. It's what's left of the global energy system when it does. The damage already done may outlast the ceasefire by years. Full breakdown in my latest article 👇 themerchantsnews.substack.com/p/what-happens… #Iran #LNG #Qatar

QatarEnergy Says Damage at LNG Facilities Could Take Years to Repair, Upending Supply Outlook: QatarEnergy warned Thursday it would take up to five years to repair damage to its LNG facilities after two separate missile attacks by Iran hit its Ras Laffan… dlvr.it/TRZxJ1

🚨BREAKING: Qatar just declared force majeure on LNG contracts to Italy, Belgium, South Korea, and China. For up to 5 years. Here's what the CEO just told In an exclusive interview with Reuters, Qatar's Energy Minister and CEO of QatarEnergy just confirmed the damage from Iran's attack on Ras Laffan. It's worse than anyone thought. → 2 out of 14 LNG trains damaged → 1 of 2 gas-to-liquids (GTL) facilities damaged → 12.8 million tonnes per year of LNG offline for 3-5 years → 17% of Qatar's total LNG export capacity gone → $20 billion annual revenue loss → $26 billion in damaged facilities (the CEO said they "should not be attacked") QatarEnergy may declare force majeure on long term LNG supply contracts to: → Italy → Belgium → South Korea → China For up to 5 years. Additional exports declining: → Condensates: Down 24% → LPG: Down 13% → Naphtha: Down 6% → Sulphur: Down 6% → Helium: Down 14% The damaged trains: → Train S4 and S6: 30% owned by ExxonMobil, rest by QatarEnergy Production cannot restart until hostilities cease. What this means? 12.8 million tonnes per year = 17% of Qatar's LNG capacity. 17% of its capacity just disappeared for 3-5 years. Italy, Belgium, South Korea, China: These countries had long-term contracts with Qatar. Force majeure means those contracts are suspended. They now have to compete in spot markets for replacement cargoes. Against each other. And against every other buyer scrambling for LNG. $20 billion per year in lost revenue for Qatar. $26 billion in facilities damaged. The only country with capacity to absorb Qatari volumes at scale is the United States. I wrote a full breakdown on how this shift benefits US LNG producers and which stocks are positioned to win from Qatar's structural supply loss👇 open.substack.com/pub/themerchan… #Iran #Qatar #LNG

En la sesión de hoy, el diferencial entre el petróleo Brent y el WTI subió a 15.58 dólares, muy superior al promedio de 4.68 dpb observado este año antes de la guerra. Esto sugiere que el mercado podría estar descontando futuras restricciones a las exportaciones de petróleo de EEUU.

The only infographic you need on Qatar LNG and Ras Laffan.

Un alto nivel de complejidad económica no garantiza altos niveles de PIB o de calidad de vida. México, a pesar de ubicarse entre los 30 países con mayor nivel de complejidad económica, es de los que registra menor nivel de desarrollo humano y PIB per cápita en ese grupo de países.

En México, la inflación suma 138 quincenas por encima del 3% objetivo del Banco de México 🇲🇽 Desde la primera quincena de junio de 2020 se ha ubicado encima de 3%, con un promedio de 5.29% en ese período.