China Quietly Stabilizes Global Oil Markets—For Now
The Beijing way: China is quietly calming global oil markets - for now https://t.co/HEQltMZPnr @TheNationalNews
Ancient Pearl Highlights 8,000-Year Gulf Trade Shift to Land
The world's oldest pearl testifies to 8000 years of Gulf trade Now Strait of Hormuz disruption is forcing Gulf transit towards pipelines and rail Maritime trade routes are re-orienting towards land https://t.co/CJdDSmHqdj
China Discovers 8.8 Bn‑barrel Oil Field in Iraq
Tough times for Iraq...but good news for the future of its oil sector. China's Zhenhua finds 8.8 billion bbl oil field in Najaf province near the Saudi border. This is a long way from any previous discoveries either in Iraq or...
Hormuz Blockade Fuels Global Refining Crisis Amid Policy Missteps
No quick or easy answers to the global refining crisis as Hormuz blockade continues - Physical damage to facilities in Gulf & Russia - Insufficient price rises for full demand response - Export bans, tax cuts & other counterproductive govt policies @TheNationalNews @QamarEnergy...
Iran Conflict: Strategic Threat or Opportunity for China?
Is the Iran war a strategic threat or an opportunity for China? https://t.co/E82r5V2x3h @QamarEnergy @TheNational
Mapping Hormuz Bypass Easy, Execution Far More Challenging
Bypassing Hormuz: “You can draw beautiful lines on the map. To try to make it happen in reality is something else.” @QamarEnergy @ColumbiaUEnergy @rfelliott https://t.co/JKNGbORqzA
US Sanctions Waiver Fuels Russian Oil Gains Amid Iran Conflict
Why Russia is the big winner from the US-Iran war US sanctions waiver boosts Russian oil revenues https://t.co/uGny0kDGDL @DeutscheWelle
Iran’s Guards Reopen Hormuz Strait, Signaling War
As the Revolutionary Guards close the Strait *again*, call it what it is: the War of Hormuz https://t.co/9AxxrTbfMK @agbinews
Iran Conflict Destabilizes Eastern Mediterranean Gas Sector
The Iran war has disrupted Eastern Mediterranean gas production, exports, and development, threatened regional energy infrastructure, and increased political and investment uncertainty. /1
Plan for Long-Term Energy Crisis, Protect Low‑Income Consumers
The best way to make this energy crisis a short one is to plan for it to be a long one @energyconnects_ - Protect low-income consumers - Don't subsidise energy - Don't ban fuel exports - Boost EVs, public transport, renewables, nuclear restarts -...
Paper Brent Futures Risk Complacency, Investment, and Mispriced Consumer Costs
Counterpoint: this is not smart because: 1 - Creates complacency and defers inevitable and necessary demand reduction 2 - Deters US shale producers from investing now to boost production 3- Consumers don't pay paper Brent futures price - they pay physical crude/product price
Gas Industry Must Rethink Future Amid Ongoing Conflict
Global gas industry needs to regroup and rethink its future, in and after the war https://t.co/3cUNzmxgxw @NationalComment @TheNationalNews
Iranian Oil Discount Saves China $4.6B, Negligible Impact
By the US's own figures, discounted Iranian oil saved China $4.6 billion last year, about 1.5% of its oil import bill. That's in a $20 trillion economy. Nice for a few Chinese teapots, totally irrelevant to the Chinese economy.
Massive Oil Shut‑ins: ~13 M B/D, Saudi, Iraq Overstated
Missing Qatar with max 0.6 Mb/d shut in But the Iraq figure is too high, more like 3.3 Mb/d Saudi figure also looks high; was 10.5 Mb/d pre-war and 6-7 Mb/d moving to Red Sea
Analyzing Iran Conflict: Trajectories, Risks, Global Impact
Five Weeks of Conflict with Iran: Trajectories, Risks, and Global Implications https://t.co/hcY0oGq0xK Thursday 9 April 11-12 EDT - Register here @ColumbiaUEnergy