Oil's Global Price Cracks Under Stress, Spreads Surge
Oil is a almost perfectly fungible commodity* with a single global price ... except during periods of stress Via JP's Natasha Kaneva, the spread between North Atlantic sweet light and the oil Asia normally buys has reached extreme levels * setting price differentials for different grades of cruda aside 1/2
Media Misreports Diesel Carbon Price, Overstates Emission Costs
The media's go-to on all things food supply chain related missed a 21c/L drop in carbon prices on diesel fuel, and wrote an article on the implications of the no-longer-existent carbon price on combustion emissions increasing to 29c/L.
Trump’s Pro‑coal Push Stalls in Washington State
Trump’s pro-coal crusade hits a snag in Washington state #energysky -- via Canary Media: https://t.co/qmPRElKxSR
War Drives Gas Prices Up 86 Cents, 28.8% Rise
Yesterday was day #17 of the war. The national average of gasoline is up 86 cents (middle panel) Or 28.8% (bottom panel) https://t.co/I26G2JAxHr
Iran Gas Strike Could Push Turkey to Import More LNG
An unintended consequence of the strikes on Iran’s gas fields? Turkey may be forced to import more LNG 🇹🇷 🚢 Iran sends gas from South Pars to Turkey via a pipeline (making up ~15% of the country’s demand) If that’s shut,...
Iran Threatens Gulf Gas Assets, Rattles Global Market
Iran appears to be preparing to retaliate after attacks on its giant gas field 🇮🇷 ⚠️ It issued a warning to stay away from a range of similar assets in Qatar, Saudi Arabia and the UAE The inclusion of Qatar (home...
Markets Signal Persistent Oil Shock Beyond Short-Term
The market is gradually pricing in that this is more than a short-term oil shock. Below: white: oil futures curve, current blue: oil futures curve, a week ago orange: oil futures curve, 6 months ago https://t.co/8wQF3jaa8y
Carbon Diesel Tax Drop Disproves Linear Increase Assumption
Carbon price directly applied on diesel decreased by 21c/L from 2024-26. It was scheduled to increase to 29c/l. The Food Professor's math assumes that linear increase over time remained in effect. No, it's not the CFR or the industrial price,...
European Renewable PPAs Drop 6.4% as 2.2GW Signed
European renewable PPA prices fall 6.4% in February, deals signed for 2.2GW of capacity #energysky -- via pv-tech: https://t.co/joETM0Z3WU
Iran Crisis Pushes Oil to $150, Hurting Voters
Oil is heading to $150 a barrel. And the people who will feel it hardest are the ones who voted for the man who caused it. I sat down to break down exactly what the Iran crisis means for oil markets,...
Self‑cleaning Coating Lifts Solar Cell Efficiency 4.75%
Transparent superhydrophobic self-cleaning coating increases solar cell efficiency by 4.75% #energysky -- via pv magazine global: https://t.co/Vg3LeHCex1
12‑Month Oil Futures Surge Past March Spike
Oil for delivery in 12 months is now way above its spike on March 9. Even if the futures curve were a market forecast of prices -- which as @Rory_Johnston will remind us, it is absolutely not -- that forward...
Shale Boom Turns US Oil Vulnerability Into Strength
As in decades past, high oil prices are causing fears of recession & pain at the pump. But the shale boom means the US now has the potential to turn a previous vulnerability to a source of strength. My latest with...
China Leads with 5‑Minute EV Charging; U.S. Trails
China Has Five-Minute EV Charging. America Is Trying to Catch Up China’s BYD touts EVs that can ‘refuel’ as quickly as gas cars, but the U.S. is showing progress too https://t.co/c7k0V2zCCN
AI Power Surge Fuels Clean‑Energy Play on WAVE
Macro: AI power demand supports clean‑energy names. Key: Nvidia GTC feature, 404.7MW pipeline, healthy liquidity. Risk: unprofitable, volatile small‑cap. Trade: consider a speculative long on WAVE after verified project revenue; use a tight stop. — Viktor Kopylov, PhD, CFA More insights:...
PPI Shows No $80+ Oil Days in February
Producer Prices - How much oil data (days > $80) is in this PPI inflation data? PPI vs Brent Move -- Zero days above $80 in this Feb PPI print—WTI cruised the entire month between $61–$67 (avg ~$64.50, peak 67.31 on...
Israel Hits Iran's South Pars, World's Largest Gas Field
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
Calling Lithium “Essential” Is Misguided Media Narrative
It's common for the media to refer to lithium as an essential mineral for batteries. This is Trumpian ignorance https://t.co/db4KuTm6Sk
US Strikes on Iran Risk 5% Global Oil Loss
Iran produces 4-5% of the world's total oil supply, making it the 3rd largest producer in OPEC. The best case for this conflict just took a leg lower. At best, this ends in the next 1-2 months and the Strait...
US Supply Surge Could Pull WTI Back to $53
What Stops WTI Crude From Reverting Toward $53? The December WTI crude oil future (Dec26), which becomes front-month just before the midterms, was at roughly $76 a barrel on March 17 and may revert toward $53. Before the closing of the...
Natural Gas Likely to Stabilize Around $3‑$5
Natural Gas $3 or $5 Near Year-End? Risks Appear to Lean Lower - The second consecutive colder-than-normal winter pushed the front US natural gas future to a high of $7.83 per MMBtus in January, and the price near $3 on...
Targeting Upstream Energy Assets Signals Unchecked Escalation
Both sides are now targeting upstream (ie, production) oil and natural gas assets. Is this an attempt to escalate to de-escalate? Or is it simply a sign that escalation is spiralling out of control?
U.S. Shouldn't Manipulate Oil Prices via Market Intervention
COLUMN: The US shouldn't try to influence energy prices by intervening in the financial market for oil. "... The oil futures and options market isn’t a casino where the US government can self-appoint itself as the house that always wins..." @Opinion...
US Waiver Redirects Russian Oil to India, Squeezes China
Macro: US waiver shifts Russian crude to India, squeezing China; grades flipped to Brent premium 🛢️ Drivers: waiver, Hormuz closure, voyage economics. Risks: geopolitics, supply swings. Trade: buy Indian refinery exposure. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Iran Claims US‑Israeli Strikes Target South Pars Gas Field
Iran said US and Israeli airstrikes hit its giant South Pars natural gas field and associated infrastructure, according to state television. Petrochemical facilities in nearby Asaluyeh also came under attack, it added.
Energy Becomes National Security, Triggering State‑Driven Markets
🔴Thoughts on the Future of Energy Markets🔴 The most severe long-term consequence of escalating trade wars, tariffs, sanctions, disruptions involving Venezuela, Iran, the Strait of Hormuz, and even moves like the Greenland interest isn't just higher prices or short-term supply shocks....
Middle East Supplies 40% of 2024 Medium Crudes
GLOBAL OIL PRODUCTION – distribution by density and region. Middle East producers accounted for 31% of global crude output but 40% of medium crudes in 2024: https://t.co/ERNqgOPnnX
Gulf States Seek to Neutralize Iran After strikesGulf States Seek to Neutral
Battered by Iranian strikes and the disruption of the Strait of Hormuz, the U.A.E. and some fellow Gulf states now want the regime to be neutered, if not dismantled, once the conflict ends https://t.co/u1v454vp6D
Japan's Gas Prices Surge on Conflict and Weak Yen
Japan's gasoline price hits a record high 📈⚠️ 🛢️ The Middle East conflict and weak yen are delivering a double whammy to Japanese consumers 👉 Japan depends on the Middle East for most of its oil https://t.co/NMJurOwuQM https://t.co/ivLXm4sdIQ
Future Oil Supply Shifting From Hormuz to Canada
The path away from Hormuz doesn’t run through Texas It runs through Canada. Not a quick fix, but a slow shift in expectations about where future supply comes from. LINK👇 https://t.co/2f6ouGWWtL #Oil #Energy #Geopolitics #SupplyChains https://t.co/s7N92RBiUl
Broad Commodity Shock Threatens Entire Industrial System
This isn’t just an oil shock—it’s a full-spectrum commodity shock, writes @glcarlstrom It’s fertilizer, aluminum, helium, plastics, fuel. Block it—and the entire industrial system starts to seize. #Energy #SupplyChains #Commodities #Inflation #Geopolitics
US Spends $1 Bn to Scrap Wind, Fund Gas
The US is reportedly preparing to pay nearly $1bn to TotalEnergies for cancelling two offshore wind leases. Not to build clean energy. To cancel it — with TotalEnergies committing to gas infrastructure in Texas instead. As @MegaWattXinfo put it: "Ideology is expensive."...
U.S. Achieves Full Domestic Energy‑Storage Production Capacity
The US now has the production capacity to supply 100% of its energy-storage systems domestically https://t.co/WdSoY7xi2L
Hormuz Shock Reveals Fragile Energy‑Food System
Hormuz is a SYSTEMS SHOCK, writes @ctindale Energy → fertilizer → food → unrest → state control. This isn’t a disruption. It’s the exposure of a fragile system built on false efficiency. #Energy #Overshoot #Geopolitics #SupplyChains #Inflation
Australia’s Jan-Feb 2026 Clean Imports Sources Revealed
Australia's clean product imports and their sources, Jan-Feb 2026, as per Vortexa. @AvidCommentator hope this helps. https://t.co/CT2PMrsEGj
EU Gas Buyers May Replicate 2022 Spending Surge
This is a key theme for EZ inflation/gas. The curve in gas suggests that EZ buyers hold their nerve, but supply is paramount. The longer it goes on, the higher is the risk that EU buyers will do what...
Hormuz Remains Uncontrollable System Favoring Disruptors
U.S. power can strike targets—but it can’t control Hormuz, writes @citrinowicz Hormuz isn’t a target—it’s a system, and it favors the disruptor. #Hormuz #Geopolitics #Oil #Energy
Quad3 Bull Case for Oil Unveiled at Hedgeye TV
OIL: correcting for Touristy PMs to "wonder" and worry about Taco Time We'll provide the longer-term #Quad3 Bull Case for Oil/Energy Stocks on our Q2 Macro Themes at 11AM @HedgeyeTV https://t.co/Q3JztwjwmV
Bob Brackett Returns: War in Iran Reshapes Global Gas Flows
NEW ODD LOTS: It’s the return of the legend Bob Brackett @tracyalloway and I talk to Bernstein’s top commodities researcher about war in Iran and how natural gas flows are being reshaped all around the world. https://t.co/DlSfweVsgl
Energy Prices High, yet Far Below 2022 War Spikes
Energy prices in perspective Oil price currently ~$100/barrel - but well under price in 2022-23 when Russia invaded Ukraine Coal price also up bigly ~$130/ton - but also not as bigly as the insane 2022-23 price in Russian war on Ukraine (price down...
Europe Swapped Russian Gas for LNG, Still Vulnerable
Europe's LNG imports have gone from 3% of gas supply in 1990 to nearly 50% today. We replaced Russian pipeline gas with LNG at record speed. But we replaced one dependency with another. That's why Europe is so exposed. Answer is transforming demand...
ADNOC Holds 18 Million Barrels at Korea’s Yeosu Facility
The UAE's ADNOC stores crude at KNOC's Yeosu site. The report, if correct, suggests 18 million barrels is what it has in storage there.
Goldman Sees Possible US Export Bans, Targeting Refined Oil
Goldman > While not our base case, we would not rule out US export restrictions. If implemented, they appear more likely for refined products than for crude oil.
Export Bans Threaten Philippines' Fuel and Food Security
Products matter as we don’t consume crude but the by products. The Philippines is vulnerable to export bans of not just diesel and gas but also eventually food should the conflict endures.
75% of World Bleeds $1
One has to be out of their mind to buy a petrol car - or bus, or scooter, or heater - today if they're even remotely cognizant of the reality around them ➡️New @EmberClimate report shows 75% of the world is...
Is It Time to Decouple Electricity Prices From Gas?
Maybe I don’t understand the mechanism fully but is now not the perfect time to decouple the price of electricity from the wholesale costs of gas? Have we reached a break point where renewables are enough of our main electricity...
Heating Oil Prices Near $4, Spiking From Middle East Tensions
If you heat with oil you are exposed to sky-high heating oil prices. US heating oil futures are near $4 per gallon and prices have almost doubled since February, driven by escalating disruption linked to the war in Iran and...
Reliable, Affordable Power Drives Jobs and Growth
Access to electricity unlocks jobs, growth, and better services. But it is not just about access. It must be: ✅ Reliable ✅ Affordable ✅ Productive @WorldBank Read more: https://t.co/wHJ5BOSyke #PoweringAfrica #Energy #AI #WEF26 https://t.co/cPfANbfLFl
Gulf States Vow to Stop Iran Blocking Hormuz
GULF STATES want to ensure Iran can never again close the Strait of Hormuz and attack them: https://t.co/dxESxQ3EAf
Court Upholds Net Billing, Setbacks California Rooftop Solar
U.S. court upholds current net billing mechanism, dealing blow to rooftop solar in California #energysky -- via pv magazine global: https://t.co/w0WlbqCtQX