The Hormuz closure is choking LNG supplies to Europe 🇪🇺⚠️
European imports are down 33% year-over-year (on a 30-day moving avg basis). That's because Asia is taking more US LNG to replace supply stuck in the Persian Gulf
Also, Europe imports at lowest seasonal level since 2021
Asian LNG prices at the highest level since late-March 📈📈
Fresh hostilities in the Strait of Hormuz have choked LNG supplies from the Persian Gulf (~20% of global supply)
Some Asian buyers, like Pakistan and Bangladesh, are scrambling to replace lost Qatari shipments
250 años de Ingeniería de Minas. ⚒️💜
Os presentamos el logotipo oficial del 250 Aniversario de la implantación de los estudios de Ingeniería de Minas. Comienza un año histórico. Aprendiendo de la historia para construir el futuro.
La demanda industrial de #gas está un -22% por debajo de niveles precrisis. La presidenta de @GasINDUSTRIALes participando en el II Foro The Objective ➡️La energía del futuro: un año tras el apagón. https://t.co/ykuPkxafGU
Cristina León (bp) afirma que "la descarbonización necesitará de distintas fuentes, como los gases renovables, que pueden ser vehiculados por las redes ya existentes y eficientes".
La responsable de Transición Energética y Gases Renovables de Naturgy comparte la mesa redonda sobre gases renovables con Cristina León (bp) y Oliverio Álvarez Alonso (Deloitte).
🏆 ¡bp España: elegida Marca Nº1 por los consumidores!
Hemos sido reconocidos con el premio Elección del Consumidor 2026 en la categoría de Estaciones de Servicio. 💚
Un reconocimiento que refleja la confianza (cont) https://t.co/ybWkt9WbiV
UPDATE: QATAR LNG SHIPMENTS APPEAR TO PAUSE ATTEMPT TO EXIT HORMUZ 🚨🚨
The ships have now slowed and pulled back slightly after earlier heading eastward toward the Hormuz opening. It isn’t immediately clear at this stage if the tankers will abandon the journey
Hay mucha incertidumbre sobre que infraestructuras de Ras Laffan se han visto afectadas por el ataque. Es un complejo enorme y todavía no está claro si los trenes de GNL se han visto afectados
14 LNG trains — global gas supply. 🌍
2 condensate refineries — petrochemical feedstock. ⚗️
2 GTL plants — synthetic fuel production. ⛽
3 power and water plants — civilian infrastructure. 💧
Iran's spokesman didn't specify targets tonight. 🎯
He just said ashes. 🔥
The market is pricing the worst case. 📈
Until we know which trains are offline — 😶
Every number Citi published today is a floor. 📊
Not a ceiling. ⬆️
QatarEnergy Statement on Missile Attacks on its LNG Facilities
In addition to the previous attack on Ras Laffan Industrial City on Wednesday 18 March 2026 that resulted in extensive damage to the Pearl GTL (Gas-to-Liquids) facility, QatarEnergy confirms that in the early hours of Thursday 19 March 2026, several of its Liquefied Natural Gas (LNG) facilities were the subject of missile attacks, causing sizeable fires and extensive further damage.
Emergency response teams were deployed immediately to contain the resulting damage with no reported casualties.
QatarEnergy will continue to communicate the latest available information.
#Qatar
Assuming normal storage withdrawals through March 31, injection season will be high in 2026, but not unprecedented to reach 90% capacity. The timing of the Golden Pass and NFE ramp ups will be critical in this equation. The Qataris have real market power here.
@ColumbiaUEnergy
INVESTMENT MANAGERS purchased the equivalent of 3 terawatt-hours (TWh) of futures and options in the Dutch TTF benchmark natural gas contract over the seven days ending on November 7. Fund positions edged up to 24 TWh but remained close to the lowest for 20 months since March 2024. Traders are relaxed about the outlook for winter supplies because of the plentiful availability of LNG even though the volume of gas in storage is the lowest for the time of year since before Russia’s invasion of Ukraine in 2022: