I hate to be the bearer of bad news but if infrastructure like this 👇 gets blown up, as of this moment it will take at least a decade to recover from this war - and the truth is that the world's energy picture is probably changed forever. This single facility 👇produced roughly 20% of global LNG supply (aljazeera.com/news/2026/3/18…) and, as of 2011, had taken $70 billion to build (energyintel.com/0000017b-a7be-…). What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Pars gas field which draws from the same natural gas reservoir, which is the world's largest by far (9,700 km² - about the size of Qatar itself). Heck, on the list of the 25 largest natural gas fields (en.wikipedia.org/wiki/List_of_n…) this single reservoir holds roughly 40% of their combined recoverable reserves - and is nearly 6 times bigger than the 2nd biggest field in the world. And, unlike many of the others on the list, it's only at 10% depletion (meaning 90% of the gas is still there). Which means that, probably for many years, a huge share of the gas from the world's largest reservoir simply won't be extractable, as infrastructure on both sides - Qatar's and Iran's - has now been blown up. From a global energy supply perspective, we're deep into worst-case scenario territory.

@RnaudBertrand Yikes

@elonmusk Yikes is right! This will have enormous consequences: as the saying goes "economic activity is energy transformed".

@elonmusk @RnaudBertrand

@elonmusk @RnaudBertrand

@elonmusk @RnaudBertrand @grok what's going on here

@elonmusk @RnaudBertrand Let’s just go back to bow and arrows and cooking on wood fires. Ale basically free and brothels on every corner.

@elonmusk @RnaudBertrand Yikes is right 20% of global LNG supply at risk long-term? Geopolitics just made energy security the #1 priority. This accelerates solar, batteries and nuclear harder than anything else could

Now you see why I vehemently oppose this war? The whole world is going to suffer for many years to come because of it. Don't tell me this is holy. Don't tell me about the Iranian threat because this war cure is far worse than their threat disease. People need to consider the cost.

Ras Laffan produces roughly 20% of global LNG exports — and it's now been hit twice, with production halted since March 2nd.Wikipedia📌 European gas prices surged nearly 50%. Asian LNG prices jumped 39%. In a single day.📌 Democracy Now! Brent crude hit $111/barrel. Oil tanker traffic through the Strait of Hormuz — 20% of world's seaborne oil supply — has plunged due to Iranian attacks on commercial ships.📌 WikipediaBeyond LNG, Ras Laffan is also a critical node for global helium production — used in MRI machines, semiconductors, and rockets. Over 52% of industry experts say global helium supply chains are now unstable.📌 T Windwardhe smaller countries with weaker economies in the Global South will be hurt the most — as LNG price increases lead to demand destruction. Meani Wikipediang: the world's poorest lose heat, power, and hospitals

@elonmusk "Yikes".

@elonmusk @RnaudBertrand What's the shortest time it would take to rebuild either side.

@elonmusk @RnaudBertrand Seriously gonna cut Israel some slack here. They are our only significant military ally.

@elonmusk @RnaudBertrand Yeah that’s bad, but not as bad as Iran dropping the nukes, if not stopped on time… 🤷‍♀️

@elonmusk @RnaudBertrand

@elonmusk @RnaudBertrand Good thing America is the largest producer of LNG, right? @grok

@elonmusk @RnaudBertrand Good to be a Texan

@elonmusk @RnaudBertrand Yikes hahah

@elonmusk @RnaudBertrand Is this a new word invented by elon musk

I have actually worked as a Consultant for Exxon-Mobil which has like a 25% interest in RasGas as a result of Mobil which Exxon bought out. Ras Laffan (when you come upon Ras Laffan is like driving into Las Vegas) is a 90 km drive from Doha, Qatar. The North Field (Khuff gas formation) offshore Qatar is the same Natural Gas reservoir called the South Pars gas reservoir in Iraq (don't ask me why the names of the same natural gas field are different, North/Qatar and South Pars/Iran). 16% of Exxon-Mobil's yearly NET Profit results from RasGas and Qatar. The North Field is a huge gas field, 14% of the world's gas supply. The Arabs call the water the Arabian Gulf

@elonmusk @RnaudBertrand You can call him and ask him to stop The long term damage is putting the Mars mission farther and farther away

@elonmusk @RnaudBertrand Mr. Musk the person you have campaigned for is setting the world on fire . You are equally responsible for this mess.

@elonmusk @RnaudBertrand Good thing we have the technology to build very small nuclear reactors for data centers. We may need them for a lot more than that

Elon, looks like we’re gonna need a few thousand more Superchargers—and maybe a time machine. ⚡⏳ 20% of global LNG gone? That’s not just a supply shock, that’s a planetary 'check engine' light. 🚨 Guess it’s time to accelerate solar roofs and batteries like never before. ☀️🔋 #EnergyReset

@elonmusk @RnaudBertrand Elon, thank you for producing EVs. You are going to end up saving Western Civilization again. We now need to scale up solar and batteries to reduce our dependence on oil and gas from unstable regions and dictatorships.

@elonmusk @RnaudBertrand We need to harness more of the sun’s energy.

The war seems more about who controls the energy and power in the Middle East. The energy prices, oil and gas are going up worldwide. If the oil and gas continue to go up, then anything that needs energy to produce, move, or heat will also become more expensive, electricity, food, transportation/flights, goods and services etc.

@elonmusk @RnaudBertrand The increased energy costs will slow Earth-based AI and intensify political opposition to energy-hungry data centers. Long-term, this could widen the lead of space-based AI and benefit SpaceX.

@elonmusk @RnaudBertrand Elon watching with his solar and megapack like

@elonmusk @RnaudBertrand Time to speed up the solar-panel production. 😬

@elonmusk @RnaudBertrand Iran has a right to respond/defend itself. Blame israel for attacking Iran.

@elonmusk @RnaudBertrand This exposes a fundamental weakness — energy concentration. When supply depends on massive centralized assets, disruption becomes global. Distributed, resilient energy systems could change that equation. ⚡

@elonmusk @RnaudBertrand Massive supply shock risk is real—but markets, rerouting, and spare capacity tend to adapt faster than worst-case timelines suggest.

@elonmusk @RnaudBertrand @grok could this be an opportunity for Australia to fill global LNG orders @PaulineHansonOz

@elonmusk @RnaudBertrand LNG is not a global commodity like oil. It is produced, distributed and priced regionally. Europe and America, for example, pay much different prices because it is not shipped around the world like oil. We have plenty and this won’t affect our pricing much at all.

@elonmusk @RnaudBertrand 🤡

@elonmusk @RnaudBertrand you were right it’s going to be solar or bust

@elonmusk @RnaudBertrand Wtf?! @elonmusk