Larry O'Brien

Vice President of Research at ARC Advisory Group, following ICS cybersecurity, smart cities, process automation, open systems, industrial standards.

[Larry O'Brien @Dcsanalyst]

Sweden Blames Pro-Russian Group for Cyberattack Last Year on Its Energy Infrastructure - https://t.co/UJNf5UUI3e

[Larry O'Brien @Dcsanalyst]

Why The Oil and Gas Industry Needs Supply Chain Control Towers https://t.co/rqOc2P8IIM

[Larry O'Brien @Dcsanalyst]

US Disrupts Russian Espionage Operation Involving Hacked Routers and DNS Hijacking - https://t.co/NcHMbNSQwd

[Larry O'Brien @Dcsanalyst]

My interview with Mike Davis of @valmetglobal at the #ARCForum -- https://t.co/6DZmew9PwE

[Larry O'Brien @Dcsanalyst]

https://t.co/saUkQXWSel

[Larry O'Brien @Dcsanalyst]

@CISAgov announced today that US manufacturing and critical infrastructure is experiencing an active #cybersecurity attack from Iranian-backed threat actors. Please read the whole alert here: https://t.co/yKC4q7Hqpo

[Larry O'Brien @Dcsanalyst]

UK manufacturers under cyber fire with 80% reporting attacks https://t.co/UOUDyUrl9D via @theregister

[Larry O'Brien @Dcsanalyst]

@baerskin I like how @baerskin keeps sending promotional texts and emails to buy more stuff, even though I've been waiting a MONTH to hear about an order that you only partially received, and no real response other than "we are getting your order together". A month to find a brown hoodie.

[Larry O'Brien @Dcsanalyst]

@baerskin I think your stuff is nice, it's too bad I placed an order a month ago and still have no tracking number. I'm starting to think I made a huge mistake.

[Larry O'Brien @Dcsanalyst]

Check out our new podcast with @SeeqCorporation on how to use #IndustrialAI and data analytics to stabilize the grid! @arc_advisory https://t.co/m52JmgNrxQ

[Larry O'Brien @Dcsanalyst]

Listen to the latest @arc_advisory Digital Transformation Podcast to hear what @SchneiderNA is doing to integrate the realms of power and process control! "Power Meets Process: Driving Industrial Electrification Through Convergence" at https://t.co/sAM3lSZKmY

[Larry O'Brien @Dcsanalyst]

Iran-Linked Hackers Take Aim at US and Other Targets, Raising Risk of Cyberattacks During War - https://t.co/PhpPk4Teiq

[Larry O'Brien @Dcsanalyst]

Coalition of information-sharing groups warns of cyber, physical attacks https://t.co/r8oy1bAlyz via @CyberSecDive

[Larry O'Brien @Dcsanalyst]

https://t.co/r8oy1bAlyz

[Larry O'Brien @Dcsanalyst]

'Hundreds' of Iranian hacking attempts have hit surveillance cameras since the missile strikes https://t.co/gvSJGZtUeH via @theregister

[Flightradar24 @flightradar24]

Strong GPS spoofing is continuing to affect flights operating near the UAE. Here's what to look out for.

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: QatarEnergy just declared Force Majeure.

Three words that mean: we cannot deliver, and legally, we do not have to.

This is no longer a supply disruption. This is a contract collapse.

Force Majeure is not a precaution. It is a formal legal declaration that an unforeseeable event beyond QatarEnergy’s control has made fulfillment impossible. Every affected buyer just had their contract voided. The gas they were counting on is gone, and they have no legal recourse to get it back.

82% of Qatar’s LNG goes to Asia.

China relies on Qatar for 30% of its LNG imports. India 42 to 52%. South Korea 14 to 19%. Taiwan 25%. Japan is already rationing to spot markets.

Asian benchmark prices jumped 39% the day production stopped.

Force Majeure just made that permanent until further notice.

Indian companies have already cut gas supplies to industry by 10 to 30%. That is not a market adjustment. That is factories running at reduced capacity today, across the world’s most populous continent, because Iran sent drones into Ras Laffan.

Here is the number the market still has not fully absorbed.

Two weeks to restart a liquefaction train after a full cold shutdown. Then two more weeks to reach full capacity. That is a minimum of four weeks at zero, assuming no further strikes, no security complications, no inspection delays.

The war is still running.

There is no security guarantee. There is no restart timeline. There is no floor.

Every LNG contract in Asia just became a spot market problem. Every spot market problem just became an inflation problem. Every inflation problem just became a central bank problem.

This started as a war in the Middle East.

It is now inside every factory, every power plant, and every gas bill across Asia.

Price that chain.

https://t.co/ULBgEzZ3A8

[Larry O'Brien @Dcsanalyst]

APTs and Industrial Cybersecurity in the Wake of the Attack on Iran https://t.co/LHifq3HlAX

[Devon Lum @devonjlum]

Iran has struck at least 11 U.S. military facilities since Saturday. @heytherehaley @riley_mellen and I found damage on or near communications and radar systems at 7 of them (no paywall link here) https://t.co/mADFCqvcGZ

[Christiaan Triebert @trbrtc]

We published this piece 3 hours ago, and since then, two more oil tankers have reportedly been attacked: one coast the coast of the Emirates, the east of Oman, further out at sea.