USA LNG

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).

私はカタールの液化施設で冷却が継続されているのではないかと考えている。定期的に熱源が確認できていた。これはガスタービンやコンプレッサーを動かして冷却していたと思われる。仮にタンク内のヒールもフレア処理するのだとしたら、クールダウン・カーゴを受け入れてから再稼働まで３か月かかる。

🛑For those following the current attacks in Iran, the region, and the Hormuz crisis but who aren’t deep into the oil industry: Oil and gas are highly flammable. When a rocket or drone hits a full storage tank or depot, the resulting fireball and massive plume of black smoke create dramatic, instantly recognizable visuals that spread worldwide in minutes. That’s exactly why militants, terrorists, and state actors have long targeted these facilities: the imagery guarantees global headlines and amplifies fear. But spectacular flames and smoke are not the same as meaningful, sustained damage to actual oil and gas supply flows. In many cases, the weapon used costs far more than replacing the tank and refilling its contents. The true “payoff” for the attacker is often the viral photos and videos, not a lasting disruption to production or exports. To the big accounts and commentators hyping every burning tank or depot as proof of massive destruction: let’s dial back the exaggeration. Dramatic scenes grab attention, but they rarely translate to the kind of prolonged supply shock that would truly reshape oil markets or the Hormuz crisis. They also divert attention from the insurance fiasco we are experiencing now. A case in point: guess where this dramatic scene is.

Large-scale fire engulfing the Ras Laffan industrial complex in Qatar