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"description": "🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation",
"path": "/the-middle-east-energy-war-is-spiralling-out-of-control/",
"publishedAt": "2026-03-19T17:10:11.000Z",
"site": "https://www.energyflux.news",
"tags": [
"told Reuters",
"last night",
"Subscribe now"
],
"textContent": "**The Trump administration has well and truly lost control of the situation in the Middle East.**\n\nRapid escalatory attacks and destruction of critical energy infrastructure are unfolding on a scale that defies historical comparison.\n\nThis spiralling conflict is sowing the seeds of an energy crisis that will dwarf the events of 2021-22.\n\nIsrael’s initial unprovoked strike on Iran’s South Pars gas field yesterday triggered huge retaliatory attacks on Qatar.\n\nQatarEnergy CEO Saad al-Kaabi told Reuters this morning that two of Qatar’s 14 LNG trains and one of its two gas-to-liquids (GTL) facilities were damaged in the unprecedented strikes.\n\nThe attacks knocked out 12.8 million tons per year (mtpa) of liquefaction capacity, or 17% of Qatar’s LNG supply, for **three to five years** , he was quoted as saying.\n\nAs I reported last night, amid the most extraordinary and shocking scenes, this is energy warfare that goes beyond military escalation.\n\nThis is a structural supply shock with cascading consequences for oil, condensate, refined products, LNG and power that energy markets have barely begun to price.\n\nAl-Kaabi said Qatar’s exports of condensate will drop by around 24%, while liquefied petroleum gas (LPG) will fall 13%. Helium output will fall 14%, and naphtha and sulphur will both drop by 6%.\n\nThis is truly the worst-case scenario for energy and fuel markets the world over. As usual, the poorest in society stand first in line to bear the brunt of the economic impacts.\n\nExport controls and rationing are already underway in numerous Asian economies. But the scale of supply loss exceeds the ability of governments to manage demand destruction in an orderly fashion.\n\n## Sign up for free to continue reading\n\n💥 Energy Flux 💥 __—__ __fiercely independent energy market analysis__\n\nSubscribe\n\nEmail sent! Check your inbox to complete your signup.\n\nFree newsletter. No spam. Unsubscribe anytime.\n\n### This post is for subscribers only\n\nBecome a member to get access to all content\n\nSubscribe now",
"title": "The Middle East energy war is spiralling out of control",
"updatedAt": "2026-03-19T17:11:13.526Z"
}