The QatarEnergy CEO just confirmed what the smoke was hiding.
17% of Qatar's LNG capacity: gone.
Repair timeline: 3–5 years.
Annual revenue lost: $20 billion.
Force majeure on contracts with Italy, Belgium, South Korea, China.
"For production to restart, first we need hostilities to cease."
Day 20 Evening — THE REST OF THE WORLD REPORT 🌍
Thanks so much for doing this. It's an incredible amount of work. I do a quick scan of a half dozen different news sources from around the world every morning. And then I read your substack to find out what's actually going on.
Anyone else not having these show up in their subscriptions feed? The Notes about it show up, and once I've read the post it shows in my recent, but it still doesn't show in the main feed sorted by Recent.
Really appreciate the incisive analysis you do!
Please keep doing this, it is such a clear and sane overview!
Excellent work, thank you for keepingbus informed! 🙂
Thanks so much for doing this. It's an incredible amount of work. I do a quick scan of a half dozen different news sources from around the world every morning. And then I read your substack to find out what's actually going on.
Anyone else not having these show up in their subscriptions feed? The Notes about it show up, and once I've read the post it shows in my recent, but it still doesn't show in the main feed sorted by Recent.
Also, thank you for all your work @Rudy to bring this together. It has been very helpful
Same situation for me as well.