So now @UANI and @FDD are strongly in favour of lifting sanctions on Iranian oil sales without conditionality
So under this OFAC licence, the US could (though probably won't) import its first Iranian oil since Jimmy Carter https://t.co/7slkt1bAxs
Oil crisis: 'nothing comes close to this', says Qamar Energy CEO https://t.co/tC2I61KQyK via @mattfrei @QamarEnergy
"Extensive damage"...have to see where this is exactly, but doesn't sound like Qatar's LNG is coming back soon

Israel's reckless escalation in attacking Iran's South Pars gas facilities - hitting onshore processing facilities for Phases 3-6, gives Iran plausible excuse (if it needed it) to hit back against regional energy facilities Neutrals & world energy consumers will suffer https://t.co/Kx7MytxmEn
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
This shows clearly that South Pars gas field on the Iranian side is operating pretty normally while nearly all the North Field on the Qatari side is shut down, just the domestic gas production probably still running

It's not just oil and gas. What other crucial commodities are under threat from the blockage of the Strait of Hormuz? Fertilisers, aluminium, plastics, helium and more. https://t.co/H1tRNgqzv6
This is curious. It's a big field, but remote and involves flying a dogleg over Saudi or a long way over the UAE. Would have thought Ghawar, Khurais or Abqaiq would be easier targets.
Another problem if Oman's ~0.7 Mb/d of oil exports are also interrupted even though outside Hormuz

How does a major energy exporter cope when its main oil and gas export routes are cut, storage tanks fill up, associated gas stops, & refineries scramble to adjust? How the Gulf countries must juggle their energy logistics to sustain their...
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews

Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd Budget break-even is $90.5 per bbl and oil is 83% of the budget https://t.co/1si82Sc7pF