{"id":9649,"date":"2026-03-19T22:06:55","date_gmt":"2026-03-19T22:06:55","guid":{"rendered":"https:\/\/originaltastex.com\/?p=9649"},"modified":"2026-03-19T22:06:55","modified_gmt":"2026-03-19T22:06:55","slug":"%f0%9f%9a%a8iran-war-something-big-just-happened-in-the-last-few-hours","status":"publish","type":"post","link":"https:\/\/originaltastex.com\/?p=9649","title":{"rendered":"\ud83d\udea8IRAN WAR &#8211; SOMETHING BIG JUST HAPPENED IN THE LAST FEW HOURS&#8230;"},"content":{"rendered":"<div class=\"sf-popup-content\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>On the night of March 18th, Iranian missiles struck Ras Laffan Industrial City in Qatar.<\/p>\n<p>&nbsp;<\/p>\n<p>The world&#8217;s largest LNG export facility.<\/p>\n<p>&nbsp;<\/p>\n<p>Four missiles were intercepted. One got through.<\/p>\n<p>&nbsp;<\/p>\n<p>QatarEnergy confirmed it: &#8220;extensive damage.&#8221; Multiple fires. The Pearl GTL facility destroyed. Two of the plant&#8217;s 14 production trains obliterated.<\/p>\n<p>&nbsp;<\/p>\n<p>No casualties. But the damage?<\/p>\n<p>&nbsp;<\/p>\n<p>Permanent.<\/p>\n<p>&nbsp;<\/p>\n<p>Here are the numbers that should be on every front page.<\/p>\n<p>&nbsp;<\/p>\n<p>QatarEnergy&#8217;s CEO Saad al-Kaabi confirmed to Reuters this morning:<\/p>\n<p>&nbsp;<\/p>\n<p>17% of Qatar&#8217;s entire LNG export capacity \u2014 gone.<\/p>\n<p>&nbsp;<\/p>\n<p>12.8 million tonnes per year. Offline.<\/p>\n<p>&nbsp;<\/p>\n<p>Repairs: 3 to 5 years minimum.<\/p>\n<p>&nbsp;<\/p>\n<p>The damaged units cost approximately $26 billion to build.<\/p>\n<p>&nbsp;<\/p>\n<p>ExxonMobil holds a 34% stake in one of the damaged trains and 30% in another. This isn&#8217;t just Qatar&#8217;s problem. It&#8217;s Wall Street&#8217;s problem.<\/p>\n<p>&nbsp;<\/p>\n<p>And the collateral damage goes beyond LNG:<\/p>\n<p>&nbsp;<\/p>\n<p>&#8211; Qatar&#8217;s condensate shipments expected to fall 24%.<\/p>\n<p>&#8211; LPG output down 13%.<\/p>\n<p>&#8211; Helium production down 14%.<\/p>\n<p>&#8211; Naphtha and sulphur output both down 6%.<\/p>\n<p>&nbsp;<\/p>\n<p>Now connect the dots.<\/p>\n<p>&nbsp;<\/p>\n<p>Qatar supplies 20% of the world&#8217;s LNG.<\/p>\n<p>&nbsp;<\/p>\n<p>Ras Laffan has been shut since March 2nd \u2014 the first attack.<\/p>\n<p>&nbsp;<\/p>\n<p>Now the facility itself is extensively damaged.<\/p>\n<p>&nbsp;<\/p>\n<p>Wood Mackenzie \u2014 one of the world&#8217;s leading energy consultancies \u2014 said Thursday that even when this war ends and the Strait of Hormuz reopens,<\/p>\n<p>&nbsp;<\/p>\n<p>Qatari LNG production will not fully resume within weeks as previously expected.<\/p>\n<p>&nbsp;<\/p>\n<p>Their exact assessment: &#8220;The attacks fundamentally reshape the global LNG outlook.&#8221;<\/p>\n<p>&nbsp;<\/p>\n<p>Supply disruption to global natural gas \u2014 now likely to last longer than two months. Possibly years.<\/p>\n<p>&nbsp;<\/p>\n<p>Europe is the most exposed.<\/p>\n<p>&nbsp;<\/p>\n<p>European gas futures surged 35% after news of the Ras Laffan damage broke.<\/p>\n<p>&nbsp;<\/p>\n<p>Germany entered this war with gas storage at just 20.6%. Netherlands at 10.7%.<\/p>\n<p>&nbsp;<\/p>\n<p>They were already dependent on Qatari LNG to replace Russian gas lost in 2022.<\/p>\n<p>&nbsp;<\/p>\n<p>That replacement supply \u2014 now damaged for 3 to 5 years.<\/p>\n<p>&nbsp;<\/p>\n<p>There is no spare capacity in the global LNG market to absorb this loss. The US is running at near full capacity. Australia can&#8217;t scale overnight.<\/p>\n<p>&nbsp;<\/p>\n<p>The world is short 12.8 million tonnes per year. For years.<\/p>\n<p>&nbsp;<\/p>\n<p>And here&#8217;s what nobody is saying out loud.<\/p>\n<p>&nbsp;<\/p>\n<p>This attack happened in retaliation for Israel&#8217;s strike on South Pars.<\/p>\n<p>&nbsp;<\/p>\n<p>South Pars was struck. Iran hit Ras Laffan back.<\/p>\n<p>&nbsp;<\/p>\n<p>Trump then threatened to destroy South Pars completely if Iran keeps hitting Qatar.<\/p>\n<p>&nbsp;<\/p>\n<p>If he does \u2014 Iran said it will launch &#8220;complete destruction&#8221; of US energy facilities across the region.<\/p>\n<p>&nbsp;<\/p>\n<p>This is no longer a military war with energy consequences.<\/p>\n<p>&nbsp;<\/p>\n<p>This is an energy war.<\/p>\n<p>&nbsp;<\/p>\n<p>And the world just lost 3-5 years of Qatari LNG production in a single night.<\/p>\n<p>&nbsp;<\/p>\n<p>That&#8217;s not good.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; &nbsp; On the night of March 18th, Iranian missiles struck Ras Laffan Industrial City in Qatar. &nbsp; The world&#8217;s largest LNG export facility. &nbsp; Four missiles were intercepted. One got through. &nbsp; QatarEnergy&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-9649","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"brizy_media":[],"_links":{"self":[{"href":"https:\/\/originaltastex.com\/index.php?rest_route=\/wp\/v2\/posts\/9649","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/originaltastex.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/originaltastex.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/originaltastex.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/originaltastex.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9649"}],"version-history":[{"count":1,"href":"https:\/\/originaltastex.com\/index.php?rest_route=\/wp\/v2\/posts\/9649\/revisions"}],"predecessor-version":[{"id":9650,"href":"https:\/\/originaltastex.com\/index.php?rest_route=\/wp\/v2\/posts\/9649\/revisions\/9650"}],"wp:attachment":[{"href":"https:\/\/originaltastex.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/originaltastex.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/originaltastex.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}