Update 19 March 2026 8:15 PM – Houston, 1:15 AM March 20, 2026 – London, 9:15 AM March 20, 2026 – Singapore 1. Current operating status For several weeks prior to the latest missile strikes, Qatar had already halted LNG production at Ras Laffan following earlier drone attacks and escalating
PRESSURE (9 of 10) — Where damage broke and how it's spreading Did anything break? * US and Israeli drone strikes damaged four gas treatment facilities at Assaluyeh processing sour gas from South Pars phases 3, 4, 5, and 6; the Assaluyeh governor confirmed the facilities were taken offline to
Corporate / Capital Flows EIG’s MidOcean Energy Announces Initial Equity Raise of $1.2 billion Versus $1.0 billion Cover - Press Release Decision Taken to Invest in MidOcean Energy for Full-Scale Entry into the LNG Business - Press Release Greece Pushes LNG Hub Role in Europe’s Post-Russian Gas
Five governments. Five instruments. One supply shock. South Korea — Administrative Demand Destruction * Coal output cap (80%) removed by government directive from March 16 * Six nuclear reactors accelerated back to service, targeting 80% utilization * LNG burn reduced by mandate, not price signal * Shape: Durable demand destruction — persists regardless of where LNG
The Flag Scan answers: What should I be paying attention to in this day of news. PRESSURE (8 of 10) — Where damage broke and how it's spreading Did anything break? * UAE’s Shah gas field (1.28 bcf/d capacity) remains offline after an Iranian drone strike, removing
The Flag Scan answers: What should I be paying attention to in this day of news. PRESSURE (6 of 10) — Where damage broke and how it's spreading Did anyone lose optionality? * India is negotiating ship-by-ship passage through Hormuz with no blanket clearance, removing scheduling certainty for LNG and
Alaska LNG project gains momentum from global instability, aims to start shipments in 2031 Reuters Energy Department Approves Immediate Additional LNG Exports from Venture Global’s Plaquemines LNG - Press Release Shell Sees LNG Demand Growing Despite Iran War Volatility - Bloomberg Intelligence Brief 48-Hour Summary March 16, 2026 Hidden