Daily Brief: Mar 19, 2026

Tweets: 4

Authors: @Osinttechnical, @redbuckman, @stokdog, @thierry_bros

Places: China · Iran · Qatar · US

Facilities: LNG · port

Tweets

@stokdog - Thu Mar 19 00:48:32 +0000 2026

Tweet · ❤️ 1474 · 🔁 139 · 💬 64

Jerry cans lol

@thierry_bros - Thu Mar 19 12:44:07 +0000 2026

Tweet · ❤️ 31 · 🔁 16 · 💬 2

Markets are not yet pricing such a long disruption (more 4 to 6 months). Once markets price this, expect TTF to go above 100 EUR/Mwh

@Osinttechnical - Thu Mar 19 13:58:08 +0000 2026

Tweet · ❤️ 5923 · 🔁 1114 · 💬 107

(Based prewar market estimates, Iran managed to destroy ~3.5% of global LNG capacity in a single strike.) https://t.co/shUVJ0bS1w

@redbuckman - Thu Mar 19 18:56:35 +0000 2026

Tweet · ❤️ 2049 · 🔁 386 · 💬 11

The chemical industry simply can't turn plants off and on again, the design basis is to run at high utilization to make even a breakeven return. https://t.co/CBNcAbJ4lI