Dinakar Peri

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Dinakar Peri

Dinakar Peri

@dperi84

Fellow, Security Studies @CarnegieIndia, Ex @the_hindu, Non-Resident Fellow @CSDR_India | @cheveningfco, @StateIVLP | former biologist

New Delhi, India Katılım Ekim 2010
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Politics Global
Politics Global@PolitlcsGlobal·
🚨🇫🇷 NEW: The location of the French aircraft carrier, FS Charles de Gaulle, has been given away by a sailor using Strava whilst jogging on the ship deck [@lemondefr]
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Fatih Birol
Fatih Birol@fbirol·
Following @IEA Member countries' decision to release 400 mln barrels of oil stocks to counter disruptions, initial volumes have already been made available Thank you to countries for their stock contributions & to Canada & Mexico for increased production: iea.li/4rGAVKa
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Jack Prandelli
Jack Prandelli@jackprandelli·
🚨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
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Bloomberg
Bloomberg@business·
At least 16 US military aircraft have been destroyed in the Iran war, including about 10 Reaper drones, with several others badly damaged in attacks or accidents bloomberg.com/news/articles/…
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Lloyd's List
Lloyd's List@LloydsList·
Iran has created a de facto ‘safe’ shipping corridor through its territorial waters in the Strait of Hormuz, offering vetted vessels passage in exchange for approval — and in at least one case, a reported $2m payment lloydslist.com/LL1156656/Iran…
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Shashank Joshi
Shashank Joshi@shashj·
"Several governments — including India, Pakistan, Iraq, Malaysia and China — are in direct talks with Tehran, coordinating vessel transits via an emerging IRGC-run registration and vetting system At least nine ships have already used the corridor" lloydslist.com/LL1156656/Iran…
Lloyd's List@LloydsList

Iran has created a de facto ‘safe’ shipping corridor through its territorial waters in the Strait of Hormuz, offering vetted vessels passage in exchange for approval — and in at least one case, a reported $2m payment lloydslist.com/LL1156656/Iran…

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Richard
Richard@ricwe123·
Japan is now openly buying Russian oil with the yuan. The Trump administration tried to strong-arm Takaichi into a joint statement on the Strait of Hormuz, and Japan said no. Publicly, Officially, Finally. So even America’s so-called ‘closest ally’ is spitting on the petrodollar.....
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Gideon Sa'ar | גדעון סער
Spoke with my friend India's Minister of External Affairs @DrSJaishankar and briefed him on developments in our operation against the Iranian terror regime. I said that the regime is carrying out naval terrorism in the Strait of Hormuz. This is not an American or Israeli issue, it's a fundamental problem affecting world order and the global economy. If this grave phenomenon is not addressed now, it could spread worldwide. I also addressed the Iranian regime’s aggression toward other countries in the Middle East, the Caucasus, and Europe. I emphasized that the Iranian regime is acting madly. We value our special strategic partnership with India, the world's largest democracy. 🇮🇱🇮🇳
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Jack Prandelli
Jack Prandelli@jackprandelli·
Qatar's LNG trains S4 and S6 confirmed damaged and out of service. 3 to 5 YEARS of repairs🚨 12.8 million tonnes per year of LNG are Offline. And here's the twist nobody expected: ExxonMobil holds 34% of Train S4 and 30% of Train S6. An American oil major just took a direct hit from Iranian missiles. #LNG #Qatar
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The Daily News
The Daily News@DailyNewsJustIn·
🇺🇸🇮🇷 Rheinmetall CEO, Armin Papperger, confirms that all stockpiles in Europe, the Mideast, and US are basically empty. Cannibalization of INDOPACOM Arsenal, which began a little bit last week, will begin in earnest. It will take years, if ever, to recover. Moscow and Beijing know this. Papperger is talking about air defense munitions specifically, mentioning that his company is receiving orders from the Middle East and the U.S. on top of Europe to produce drone interceptors and interceptors for missiles. Reminder that Rheinmetall has a six year order backlog of orders and their share price has increased 1,700% since the start of the war in Ukraine.
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Faytuks News
Faytuks News@Faytuks·
A US F-35 fighter jet made an emergency landing at a US air base in the Middle East after it was struck by what is believed to be Iranian fire, according to two sources familiar with the matter - CNN edition.cnn.com/world/live-new…
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Narendra Modi
Narendra Modi@narendramodi·
Spoke with my brother, H.H. Sheikh Tamim bin Hamad Al Thani, the Amir of Qatar, and conveyed warm Eid greetings to him and the people of Qatar. Reiterated that we stand in solidarity with Qatar and strongly condemn the attacks on the region’s energy infrastructure. Expressed gratitude for the care and support provided to the Indian community and hoped for peace and stability to prevail in the region. We stand for safe and free navigation through the Strait of Hormuz. @TamimBinHamad
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Clash Report
Clash Report@clashreport·
Iran’s IRGC released a footage reportedly showing U.S. F-35 jet being hit over Iran. Note that we can’t independently confirm the authenticity of the footage.
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Headquarters
Headquarters@HQNewsNow·
Q: Why didn't you tell allies about the attack in Iran? Trump to Japanese PM: Who knows better about surprise than Japan, why didn't you tell me about Pearl Harbor?
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Andy Critchlow
Andy Critchlow@baldersdale·
The only infographic you need on Qatar LNG and Ras Laffan.
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Gaurav Dalmia
Gaurav Dalmia@gdalmiathinks·
India's risks of a fertilizer squeeze.
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Ritika Chopra
Ritika Chopra@RitikaChopra__·
If question papers are stolen hours before an exam and the exam still goes ahead… what exactly counts as a "paper leak" these days? That question led us to report a full page on SSC exam breaches in today's edition. The answers are not very reassuring. (2/10)
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Wholesome Side of 𝕏
Wholesome Side of 𝕏@itsme_urstruly·
The Municipal Police of Madrid has published the video of Paco's training exercises, the hero dog who saves and performs cardiac massage (CPR) on the officer who fainted (as a simulation), and it's winning hearts worldwide. ❤️
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