
Koen De Witte
4.5K posts

Koen De Witte
@kdewitte27
Intl business owner on 3 continents: SME servicing Enterprises. (hobby)Cook, (pro)Eater, Wine fan, likes challenging the status quo and conventional wisdom













Belgium’s publicly funded youth radio station, Studio Brussel (VRT), featured a sketch in which its breakfast presenters smashed various items on air, including a statue of Our Lady and Jesus. I asked if they were concerned it would cause offence, and if they would do the same to a symbol of Islam or Judaism.

Vraagje aan de oudere tweeps: Was het vroeger normaal om, zelfs met een goede job, te moeten co-housen in België? Ik zie steeds meer mensen met degelijke jobs die toch samen moeten wonen om financieel rond te komen.



Sinds de staatsgreep van Khomeini in 1979 schrapte het nieuwe Iraanse regime eenzijdig de bestaande vrede en bilaterale betrekkingen met Israël, zwoer het regime dat het Israël zou vernietigen, begon het daartoe jihadistische terreurgroepen te betalen en bewapenen in Libanon, Jemen en Gaza waarmee het Israël aanviel, en bouwde het aan een atoombom en ballistische raketten om Tel Aviv van de kaart te vegen. Dus ja, Youssef, ik zal u vertellen wie de oorlog begon. Dat is het Ayatollahregime. In 1979.








🚨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














