A U.S. official confirmed fresh strikes on the island Tuesday. Rystad Energy warns a direct hit on petroleum infrastructure could cut Iranian shipments by 80–90%, pushing Brent toward $135 within four months. Wood Mackenzie and Enverus flag further upside risk.
The real constraint isn't capital: the three OEM suppliers capable of rebuilding Ras Laffan's liquefaction trains entered 2026 with two-to-four-year backlogs — and Argentina needs the same equipment to build its own LNG export capacity
With Project Vault, the Trump administration is launching a $12 billion megaproject to create a strategic reserve of critical minerals—key to the transition to electric vehicles, batteries and semiconductors—in a bid to reduce reliance on China and strengthen supply chains.
