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31.03.26 - 00:57
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Gulf LNG Crisis Set To ′Make Coal Great Again′ (ZeroHedge)
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Gulf LNG Crisis Set To 'Make Coal Great Again'
Our weekend wrap on the global energy crisis focused on Asia as ground zero and how the shock will ripple across the world, eventually hitting the US. This is now the second major energy crunch of the decade: first Russia's invasion of Ukraine, now the U.S.-Iran conflict. However, this one looks a lot more catastrophic.
The immediate impact of this energy crunch will be a resurgence of coal, especially across Asia, as power grid operators will be forced to switch to the dirtiest fuel to keep electricity affordable during the crisis.
"We are now seeing a second, very large energy supply shock," Goldman commodities expert Samantha Dart told Bloomberg.
Dart added, "If you're sitting in Asia, going through this again, it's possible you change your strategy long term, rely more on coal for longer, build out your renewables faster, and reduce your exposure to natural gas."
Last week, JPMorgan's commodity expert showed just how...
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30.03.26 - 05:42
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LNG Crisis From Bad To Worse As Storm Damage Adds Weeks To Restart Of Chevron Wheatstone Plant (ZeroHedge)
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LNG Crisis From Bad To Worse As Storm Damage Adds Weeks To Restart Of Chevron Wheatstone Plant
The perfect storm surrounding the global LNG supply chain, which hit a brick wall two weeks ago when Iranian attacks shuttered 17% of Qatar's LNG output following devastating strikes on the Ras Laffan plant, the largest in the world, just went from metaphorical to literal after storm damage to Chevron's Wheatstone gas plant in Western Australia is hampering efforts to restart operations and the facility won't be back online fully for weeks, adding even more turmoil to the global LNG market.
Wheatstone gas plant, Australia
As Reuters reports, tropical Cyclone Narelle was estimated to have disrupted Australian LNG facilities along the northern and western coasts, and disrupted supply equating to more than 30 million metric tons per year. Combined with the shock from conflict in the Middle East, more than a quarter of global LNG supply has been disrupted, MST Marquee analyst Saul Kavonic sa...
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28.03.26 - 16:08
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Energie: Globale Produktionsausfälle verschärfen die Versorgungsrisiken (SG)
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Zu den massiven Angebotsausfällen durch die Schließung der Straße von Hormus kommen nun noch beträchtliche Exportausfälle aus Russland hinzu. Laut Angaben von Reuters sind derzeit rund 40% der Exportkapazitäten in Russland lahmgelegt. Grund hierfür sind intensivierte Drohnenangriffe der Ukraine auf die Ölhäfen Primorsk und Ust-Luga an der Ostsee sowie den Hafen Noworossijsk am Schwarzen Meer. Seit Ende Januar ist die Druschba-Pipeline geschlossen, durch die russisches Öl nach Ungarn und in die Slowakei transportiert wurde.. --- Die Ausfälle summieren sich laut Reuters auf rund 2 Mio. Barrel pro Tag und sind damit die größten in der jüngeren Geschichte Russlands.. --- US-Energieunternehmen optimistischer, jedoch keine deutliche Ausweitung der Ölbohrungen.. --- Schäden an Katars LNG-Verflüssigungsanlagen unterstützen Gaspreise längerfristig..
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27.03.26 - 21:27
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Soaring Prices Set To Crash China′s LNG Imports To 8-Year Low (ZeroHedge)
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Soaring Prices Set To Crash China's LNG Imports To 8-Year Low
Submitted by Tsvetana Paraskova of OilPrice.com
Surging LNG prices amid the war in the Middle East are set to lead to the lowest monthly LNG imports into China in eight years as Qatari and UAE supply is off the market and Chinese buyers look to raise supply from domestic gas production and pipeline deliveries.
China is on track to import about 3.7 million tons of LNG in March, per tanker-tracking data by Kpler cited by Bloomberg. That would be the lowest monthly import level in the world's top LNG importer since the spring of 2018, as well as a 25% slump compared to March 2025, according to Bloomberg data and analysis.
The de facto closure of the Strait of Hormuz has stranded all Qatari and UAE supply of LNG. Additionally, Qatar's LNG capacity has been severely damaged by Iranian missile attacks, which forced state firm QatarEnergy to declare force majeure on contracts and start quantifying the losses.
The Iranian missile attacks...
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27.03.26 - 17:51
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Will QatarEnergy′s LNG Fiasco Derail Goldman′s Prewar View Of A Mega LNG Wave (ZeroHedge)
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Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave
Global energy flows are being rewired across Eurasia as the Russia-Ukraine war and the latest U.S.-Iran conflict disrupt Gulf energy flows in what may be the worst energy shock on record.
One major new development is that roughly 20% of global LNG flows remain shut in the Gulf region because of the Hormuz chokepoint, with QatarEnergy warning last week that 17% of its LNG export capacity could be offline for three to five years.
That brings us to Goldman commodities expert Samantha Dart's warning to clients about five months ago, in which she said the "largest-ever LNG supply wave" was set to hit, pushing prices lower.
The question now is whether Dart's warning still holds, given that the Iranian attack on Qatar's Ras Laffan gas facility wiped out about 17% of the country's LNG export capacity, causing an estimated $20 billion in lost annual revenue and threatening supplies to Europe and Asia. Repairs...
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