Article
Qatar Dethroned As 'LNG King' As U.S. Seizes Throne, Reshaping Future Of Gas
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...
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Suicide Bomb Attack On Train In Pakistan Kills At Least 30, Over 100 Wounded
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A massive suicide car bomb attack blew up and derailed a train transporting security personnel in Quetta, the provincial capital of Balochistan.
The blast ripped through the train passenger cars, killing at least 30 people and leaving more than 100 others wounded, with the casualty count expected to rise as rescuers dig through the twisted metal.
via AFP
The Balochistan Liberation Army (BLA), a separatist group operating in the mineral-rich region, immediately claimed responsibility for Sunday's coordinated strike.
Local officials...
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A lot of attention has centered on the Strait of Hormuz since the waterway was effectively shut not only by the IRGC drone threat, but mostly because maritime insurers are withdrawing war-risk coverage across the region. Our focus now shifts to the other critical maritime chokepoints. If Washington can pressure Iranian oil flows and, by extension, curb China's cheap Gulf crude flows, then the Taiwan Strait and South China Sea also emerge as potential flashpoints that traders can no longer afford to...
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