Is that established as fact now, Fatbus, or is that your thought on the matter?
Just looking at the photograph it looks to me like various components are dangling out a long way from the engine i.e. like there's been some kind of force outwards, rather than inwards as would be the case with a pod scrape. The damage also goes a long way around the circumference of the pod, whereas I'd expect more localised damage just to the bottom with a scrape.
I know Saudia had bits of cowling falling off one of their machines some time ago, so maybe this is something similar.
Or it could be a pod scrape
