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27.03.26 - 14:48
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First Qatar Supply Shock, Now Cyclone Chaos Slams Major Australian LNG Plants (ZeroHedge)
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First Qatar Supply Shock, Now Cyclone Chaos Slams Major Australian LNG Plants
In a troubling overnight development that could further deepen the Gulf energy shock, especially in global LNG markets, a tropical cyclone has disrupted operations at three major Australian LNG facilities, which together account for roughly 8.4% of global supply. The timing is alarming: Iranian strikes have already knocked out about 17% of Qatar's LNG export capacity, with repairs potentially taking years. The Australian outages now add near-term supply risks for buyers, particularly in Asia and Europe, who are already panicking and scrambling for new supplies.
Tropical Cyclone Narelle is bearing down on Western Australia's coastline and has sparked major disruptions across three of Australia's top LNG facilities, including Gorgon, Wheatstone, and North West Shelf (as per Bloomberg):
Woodside Energy Group Ltd.'s North West Shelf export plant in Western Australia had a production interruption due to severe Trop...
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27.03.26 - 03:00
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AirGas Declares Force Majeure On Helium Shipments As Qatar Production Collapses (ZeroHedge)
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AirGas Declares Force Majeure On Helium Shipments As Qatar Production Collapses
Earlier this week we reported that global chip production was in peril as "Qatar Warns Helium Exports Set To Collapse." Best known as the gas that makes party balloons float, helium is far more important as a key input in chipmaking, space rockets and medical imaging. The problem is that Qatar supplies a third of the world's helium, and the Gulf nation had to halt production after Iranian strikes against the region's energy producing infrastructure crippled its LNG production which is critical to make helium, leading Qatar's state-owned gas company to warn helium exports would collapse.
The sudden halt of the helium supply chain has forced AirGas, one of the largest distributors of packaged gases in the US, to curtail helium shipments after Qatar halted LNG production.
Airgas, an Air Liquide SA company, declared a force majeure event on March 17 at 12:01 a.m. Eastern time, according to letters date...
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24.03.26 - 15:25
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Katar: Vermitteln nicht zwischen USA und Iran (DPA-AFX)
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DOHA (dpa-AFX) - Katar vermittelt nach eigener Darstellung nicht zwischen den USA und dem Iran. Der Pressesprecher des katarischen Außenministeriums, Madschid al-Ansari, sagte dazu vor Journalisten: "Wir waren nicht in diese Gespräche involviert."...
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21.03.26 - 00:54
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Qatar Dethroned As ′LNG King′ As U.S. Seizes Throne, Reshaping Future Of Gas (ZeroHedge)
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Qatar Dethroned As 'LNG King' As U.S. Seizes Throne, Reshaping Future Of Gas
Submitted by Criterion Research President, James Bevan,
The geopolitical calculus underpinning global LNG supply through the early 2030s has shifted materially. Iranian drone strikes on Qatari LNG trains, delays to key expansion projects, and the indefinite closure of the Strait of Hormuz have created a compounding threat to Qatar's LNG position that goes well beyond a construction delay. What had been framed as a two-horse race for global LNG market share now looks considerably more one-sided. The beneficiary is clear: U.S. Gulf Coast LNG.
At Criterion Research, our outlook is for US LNG exports to nearly double by 2030, with further upside in the coming decade.
Qatar's Gap Is Large and Getting Larger
While Qatar's loss of 12.8 MTPA for 3 to 5 years due to Iranian strikes is a serious blow to Qatar's 77 MTPA export capacity, it is not a global catastrophe on its own. What is worrying is that Iran has ...
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