What happens when 1/5 of the world's oil AND 1/5 of its gas go offline at the same time? We're about to find out.

🇵🇰 Pakistan: 99% LNG from Qatar — gone.
🇮🇳 India officials: "in a state of panic"
🇪🇺 Europe: low inventories, 93% gas price spike
🇨🇳 China: 30% LNG from Qatar — scrambling.
🇧🇩 Bangladesh: near 100% LNG import dependent — lights out.
🇯🇵 Japan: world's largest LNG importer — no pipeline backup. None.
🇰🇷 South Korea: 40%+ energy from Gulf LNG — rationing incoming.
🇷🇺 Russia: oil prices soaring. Sitting back. Watching.
🇺🇸 US: net exporter. Largely insulated. Almost enjoying this.