Yesar Al-Maleki يَسار

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Yesar Al-Maleki يَسار

Yesar Al-Maleki يَسار

@yesar

Energy, Economics & MENA Geopolitics | Gulf Analyst @MeesEnergy | PhDc @ExeterIAIS, Non Res Scholar @MiddleEastInst, R. Fellow @IRISmideast | ♥️=🔖

England, United Kingdom Katılım Ekim 2008
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KPC | مؤسسة البترول الكويتية
بيان صحفي لمؤسسة البترول الكويتية بشأن حادث فجر اليوم الجمعة في مصفاة ميناء الأحمدي.
KPC | مؤسسة البترول الكويتية tweet mediaKPC | مؤسسة البترول الكويتية tweet media
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Amena Bakr
Amena Bakr@Amena__Bakr·
Our analysis so far @Kpler shows that Qatar LNG exports could be cut to 50.6 mt in 2026 (-29.8 mt vs pre-war), dragging global supply down ~6% to 441 mt—the lowest Qatari output since 2009. Expect tighter markets and challenges refilling gas storage ahead of winter 2026/27. #OOTT #LNG #Qatar
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د.نبيل المرسومي_ Dr.Nabil_AL_Marsumi
العراق يعلن حالة القوة القاهرة في الحقول النفطية المحالة في جولات التراخيص النفطية
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Javier Blas
Javier Blas@JavierBlas·
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).
Javier Blas tweet mediaJavier Blas tweet media
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Yesar Al-Maleki يَسار
This new paradigm that #Iran suggests - that it would lash out at neighbouring countries' infrastructure if its facilities are targeted - is nothing but offensive to the #GCC states. Their #energy infrastructure has been targeted repeatedly since the beginning of the conflict and much before Iran's South Pars was attacked by #Israel. Adding more insult to injury, they are not part of the strikes and even opposed this conflict in the first place. #OOTT
Seyed Abbas Araghchi@araghchi

Our response to Israel's attack on our infrastructure employed FRACTION of our power. The ONLY reason for restraint was respect for requested de-escalation. ZERO restraint if our infrastructures are struck again. Any end to this war must address damage to our civilian sites.

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Yesar Al-Maleki يَسار
One incident #China's PLA will study extensively 👇
Natasha Bertrand@NatashaBertrand

Breaking from @halbritz @OrenCNN : A US F-35 fighter jet made an emergency landing at 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. Capt. Tim Hawkins, a spokesman for US Central Command, said the fifth-generation stealth jet was “flying a combat mission over Iran” when it was forced to make an emergency landing. Hawkins said the aircraft landed safely, and the incident is under investigation “The aircraft landed safely, and the pilot is in stable condition,” Hawkins added. The incident would be the first time Iran has hit a US aircraft in the war started in late February. Both the US and Israel are flying F-35s in the conflict; the aircraft costs upwards of $100 million.

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Joumanna Nasr Bercetche
Joumanna Nasr Bercetche@JoumannaTV·
😮 Reuters: Iranian attacks have knocked out 17% of Qatar's liquefied natural gas (LNG) export ​capacity, causing an estimated $20 billion in lost annual revenue and threatening supplies ‌to Europe and Asia, QatarEnergy's CEO told Reuters Saad al-Kaabi said two of Qatar's 14 LNG trains and one of its two gas-to-liquids (GTL) facilities were damaged in the unprecedented strikes. ​The repairs will sideline 12.8 million tons per year of LNG for ​three to five years, he said. reuters.com/business/energ…
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The current global #oil supply crunch is now pushing #Washington to consider the unfathomable. This will face a lot of pushback, in the #US and #Israel, but I would imagine the caveat would be that the US has already made it so impossible for #Iran to repatriate oil proceeds that Washington may claim this will not benefit #Tehran. Still, this will allow Iran and its oil trading networks to build massive monetary positions in #China and elsewhere to tap after the conflict - one way or another. The US may end up providing Iran with the opportunity to sell off the massive barrels it parked at sea because of sanctions, banking its greatest stimulus in years in the process - assuming Iranians will sell at no/narorw discounts! #OOTT
Tala Ramadan@TalaRamadan

WASHINGTON, March 19 (Reuters) - The U.S. may soon remove sanctions from Iranian oil that is stranded on tankers to help lift global supplies and reduce prices, U.S. Treasury Secretary Scott Bessent said on Thursday.

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Jamie Ingram
Jamie Ingram@Jamie__Ingram·
State of play after Israel attacked Iran's South Pars gas facilities. Iran has hit back with strikes on: 🔹Qatar's Ras Laffan complex 🔹Saudi Arabia's Samref refinery 🔹Kuwait's Mina Abdullah & Mina al-Ahmadi refineries 🔹Abu Dhabi's Habshan gas complex #OOTT
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وزارة الدفاع
المتحدث الرسمي لـ #وزارة_الدفاع: سقوط مسيّرة في مصفاة سامرف وجاري تقييم الأضرار.
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TRT World
TRT World@trtworld·
Kuwait reports attacks on two oil refineries as energy installations continue to be targeted despite Trump's call to spare them Live updates 👇 trt.world/c153
GIF
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قناة الجزيرة
مؤسسة البترول الكويتية: تعرض وحدة تشغيلية في مصفاة ميناء عبد الله لاعتداء بمسيرة ما أدى لاندلاع حريق.. التفاصيل مع مراسل الجزيرة محمود الزيبق #الأخبار
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Victoria J. Taylor
Victoria J. Taylor@VictoriaT_·
Good thread below from Yesar. I'd suspect this deal is quite fragile -- not least bc there are so many caveats about what the militias can still continue to hit during this time period. The US is unlikely to stop hitting back for very long if the militias are still striking Erbil Air Base and the Baghdad airport facility, which the US considers diplomatic and which the militias consider a military facility.
Yesar Al-Maleki يَسار@yesar

This is a very flimsy deal between the #US and #Iran-backed groups in #Iraq 👇 But it shows that there is some space for the Iraqi government to play a more active role in restraining them. That said, will they listen to #Baghdad or #Tehran in a regional conflict like this? The answer is obvious. A few observations: 1) This immediately follows US intervention to allow federal #oil exports via #Kurdistan, a move that largely sidelined KRG demands and appeared to empower #Baghdad in the dispute. 2) The US has harshly targeted militia leaders and bases in recent days - is this a response to heavy losses? 3) Holding this fragile detente - if it works - will be a make-or-break challenge for incumbent PM Sudani. It's high risk, because failure could further portray him as weak and empower Maliki within the Shia Framework. But it's also high reward; if he succeeds, his chances at a second term greatly improve. One to watch...

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مكتب أبوظبي الإعلامي
Abu Dhabi authorities are responding to incidents at the Habshan gas facilities and at the Bab field caused by falling debris from the successful interception of missiles. The gas facilities have been shut down and no injuries have been reported. The public is urged to obtain information only from official sources and to avoid spreading rumours or unverified information.
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