David Watson

Qatar state-owned LNG giant QatarEnergy has published a statement detailing the overnight damage, providing more granularity (particularly around the damage of the GTL plant).

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…

This indicates the damage done at Ras Laffan is indeed extensive.

“Although President Donald Trump says he has ‘destroyed 100% of Iran’s Military Capability’, the 0% that remains is playing havoc with the global economy.” -The Economist

I know this is not the point of the chart but the fact the USA is even on this chart surprises me

Who buys Qatar's LNG exports?

BREAKING: Qatar says that its Ras Laffan industrial city, home to a massive LNG plan, was hit by Iranian missiles. "Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused." Note the wording: "extensive damage"

Race for fusion intensifies as UK opens flagship project to investors ft.trib.al/9zEi1OV

So, the direction of travel announced over the weekend is correct, but action on the flip side is also needed to help navigate the years in between. /end

None of that requires new exploration licences - the science on that point is clear. But it does require pragmatism about the transition we are actually managing, rather than the one we might prefer to be following on paper.

This weekend, Ed Miliband set out an accelerated package of clean energy measures in response to events in the Middle East - the right response, with one caveat 🧵 gov.uk/government/new…

The impact from the closure of the Straits of Hormuz is felt particularly strongly in Asia, where several countries heavily rely on LNG imports from the region. Chinese Taipei, Pakistan, Bangladesh and Singapore in particular are exposed. Chart via @IEA.

🧵 Naval escorts through the Strait of Hormuz are often discussed as a solution to tanker attacks — but in practice they are difficult to execute at scale. A short thread 1/

1/ Global events demonstrate the need to go further and faster in our drive for clean power, because there can be no energy security while we are so dependent on fossil fuels. That’s why we’re accelerating our clean power mission. lbc.co.uk/article/ed-mil…

Govt doubling down on the energy transition as the solution to energy market turmoil: - plug in solar from supermarkets etc to be made legal - AR8 auction brought fwd to July '26 - Fingleton Review findings to extend to renewables buff.ly/tisTbiO

@MhehedZherting Though of course, insulation, low carbon heating systems and smart energy systems are all compatible with commercial buildings... ...but yes, buildings and not homes.

@MhehedZherting This is correct. Thanks for flagging.

I can't resist a good Sankey diagram, and earlier this week the Climate Change Committee re-published their version of the UK energy system. Three interesting takeaways for those who missed it first time 👇