Arnaud Bertrand Profile picture
Entrepreneur. Previously HouseTrip (sold to TripAdvisor), now https://t.co/C4SmZQ8bl6 Subscribe if you like what I write

Mar 19, 8 tweets

I hate to be the bearer of bad news but if infrastructure like this πŸ‘‡ gets blown up, as of this moment it will take at least a decade to recover from this war - and the truth is that the world's energy picture is probably changed forever.

This single facility πŸ‘‡produced roughly 20% of global LNG supply (aljazeera.com/news/2026/3/18…) and, as of 2011, had taken $70 billion to build (energyintel.com/0000017b-a7be-…).

What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Pars gas field which draws from the same natural gas reservoir, which is the world's largest by far (9,700 kmΒ² - about the size of Qatar itself).

Heck, on the list of the 25 largest natural gas fields (en.wikipedia.org/wiki/List_of_n…) this single reservoir holds roughly 40% of their combined recoverable reserves - and is nearly 6 times bigger than the 2nd biggest field in the world. And, unlike many of the others on the list, it's only at 10% depletion (meaning 90% of the gas is still there).

Which means that, probably for many years, a huge share of the gas from the world's largest reservoir simply won't be extractable, as infrastructure on both sides - Qatar's and Iran's - has now been blown up.

From a global energy supply perspective, we're deep into worst-case scenario territory.

Even Trump realizes just how catastrophically bad this is πŸ‘‡.

He fails to mention it's entirely caused by himself, though. A totally avoidable war he started.

The Israelis' reply: "Trump knew, we're joined at the hip in this" πŸ‘‡

Wow, they were hit twice!

Yikes, indeed!

Hours later and there's still one fire ongoing πŸ‘‡ so it's a fair bet the damage is extensive indeed

Important point πŸ‘‡

I was, unfortunately, correct πŸ‘‡

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