UK Faces Fuel Shortage Amid US‑Israel/Iran Energy Crisis
Prices at the pump? UK running out of fuel? What should the government and the public do in the face of the US-Israel/Iran energy crisis? https://t.co/dVMIfX1kI1 via @Channel4News with @mattfrei
Basra‑Aqaba Pipeline Would Pay for Itself in Months
1 million bpd Basra-Aqaba pipeline costing $9 billion would have paid for itself in 3 months in the current crisis. And given Baghdad some resilience against closure of the Strait. Exactly why the Iran-aligned parties blocked it over nonsense arguments about...
Kharg Island's Role in US‑Iran Oil Tactics
Can the US "take the oil" from Iran? Does Kharg Island matter? And what can the GCC do about developing bypass pipelines? I discuss with @BeckyCNN @CNN
GCC Seeks Alternatives as Hormuz Bottleneck Persists
Plenty of analysis of the Gulf's two bypass pipelines - but as Hormuz remains near-shut, what more can the GCC do to avoid the Strait and narrow? https://t.co/6EwDOmaObS @TheNationalNews
Iran's Targeted Strike Leaves LNG Facility Repairable in Three Years
Very useful analysis of the damage to Ras Laffan LNG 1 - attack was well-targeted to damage critical components 2 - repair time of 4-5 years is pessimistic, more likely could be done in 3 years 3 - damage could have been a...
UANI and FDD Back Unconditional Iranian Oil Sanctions Lift
So now @UANI and @FDD are strongly in favour of lifting sanctions on Iranian oil sales without conditionality
US May Import Iranian Oil for First Time Since Carter
So under this OFAC licence, the US could (though probably won't) import its first Iranian oil since Jimmy Carter https://t.co/7slkt1bAxs
Qamar Energy CEO Declares Oil Crisis Unprecedented
Oil crisis: 'nothing comes close to this', says Qamar Energy CEO https://t.co/tC2I61KQyK via @mattfrei @QamarEnergy
Extensive Damage Delays Qatar LNG Return
"Extensive damage"...have to see where this is exactly, but doesn't sound like Qatar's LNG is coming back soon
Israel's Strike Risks Iran Retaliation, Global Energy Fallout
Israel's reckless escalation in attacking Iran's South Pars gas facilities - hitting onshore processing facilities for Phases 3-6, gives Iran plausible excuse (if it needed it) to hit back against regional energy facilities Neutrals & world energy consumers will suffer https://t.co/Kx7MytxmEn
Drones Strike Majnoon Field, Iraq Faces Escalating Threat
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
Iran's South Pars Runs, Qatar's North Field Mostly Offline
This shows clearly that South Pars gas field on the Iranian side is operating pretty normally while nearly all the North Field on the Qatari side is shut down, just the domestic gas production probably still running
Strait of Hormuz Blockade Endangers Fertilizers, Aluminium, Plastics, Helium
It's not just oil and gas. What other crucial commodities are under threat from the blockage of the Strait of Hormuz? Fertilisers, aluminium, plastics, helium and more. https://t.co/H1tRNgqzv6
Remote Field Chosen over Easier Saudi Oil Sites
This is curious. It's a big field, but remote and involves flying a dogleg over Saudi or a long way over the UAE. Would have thought Ghawar, Khurais or Abqaiq would be easier targets.
Oman's 0.7 Mb/D Oil Exports Risk Disruption
Another problem if Oman's ~0.7 Mb/d of oil exports are also interrupted even though outside Hormuz
Gulf Nations Navigate Blocked Exports to Keep Energy Flow
How does a major energy exporter cope when its main oil and gas export routes are cut, storage tanks fill up, associated gas stops, & refineries scramble to adjust? How the Gulf countries must juggle their energy logistics to sustain their...
IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews
Kuwait Lags UAE in Oil Capacity, Faces $90.5 Break‑Even
Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd Budget break-even is $90.5 per bbl and oil is 83% of the budget https://t.co/1si82Sc7pF