Energy Independence Doesn't Mean Price Independence, Oil Can Be Exported
"You've always got the option of putting that barrel of oil on a tanker and sending it abroad." Which is why energy independence ≠ price independence. https://t.co/BmuaLeZWk6
Propose National Oil Company with Price Controls and Export Tax
Have you considered a policy that would implement a national oil company and price controls? Perhaps some form of export taxation to fund these activities?
US Gas Prices Surge 20% in Two Weeks, 30‑year High
Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years. https://t.co/satpQMppWO
IEA's One-Month Oil Buffer Signals Looming Global Rationing
The International Energy Agency (IEA) just authorized a 400 million barrel reserve release to offset oil disruptions caused by the Iran war and the Strait of Hormuz blockade. That stabilizes markets—for now. However, with global demand at around 100 million...
Europe Must Boost Domestic Drilling Amid Energy Crisis
Sure, the price of crude is soaring, but so is the price of natural gas delivered to European and Asian buyers. Regardless of what happens in this war, this energy crisis shows that European countries have to do more drilling....
Trump Praises Oil Price Hikes, Ignores Affordability Concerns
Always a good spin on things. Suddenly, no words on affordability now *TRUMP: US MAKES A LOT OF MONEY WHEN OIL PRICES GO UP
Iran Keeps Flooding Strait of Hormuz with Oil
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
Market Predicts AAA US Gas Price Hitting $4 by Month‑end
The market thinks the AAA average US gas price will tag $4 by the end of the month $UGA $RB_F @kalshi https://t.co/kwTVTrGRRG https://t.co/L7SpkLzJR4
2008 Oil Surge Crashed Markets, Fueled Inflation, Enriched Energy Giants
Thoughts? The historic oil price spike to $147 a barrel in July 2008, triggered the worst day in Wall Street history with the Dow falling 777 points. Rising oil prices cascade through the economy, causing inflation across all goods...
Near‑term Crude Cheap, 12‑month Forward Near Peak
While crude for next month delivery is still well below the Monday highs, crude for delivery in 12 months is almost back to its recent peak https://t.co/SGyTj8k9S6
Germany's Nuclear Phase‑out Declared Irreversible, Says Chancellor Merz
German Chancellor Merz: "German federal governments had previously decided to phase out nuclear energy. The decision is irreversible. I regret that, but that's how it is." https://t.co/OSSLMzCnUF
Iranian Incentives Mirror Bessent’s Stated Oil Price
in fairness this is the only correct answer, if Bessent says "$xyz" then the Iranians have every incentive to act in a manner that drives oil prices to "$xyz"
Global Backlash Against Big Wind Evident in WA
Snapped a pic of this sign last week near Colfax, WA. Yet another example of the global backlash against Big Wind. https://t.co/YgsdrZqwZd
Italy Backs IEA's Biggest Emergency Oil Release
Thank you to Prime Minister @GiorgiaMeloni of Italy for her and the Italian government’s support for the @IEA’s largest ever release of emergency oil stocks to address the major market disruptions stemming from the Middle East conflict https://t.co/njWNOSd5hu
Oil Price Expected to Peak Within Six Weeks, Markets Shift
I don't know if the peak oil price will be $125 or $225 but I strongly suspect on a time basis it comes in the next 4-6 weeks, and markets will trade differently after that peak (like June 2022).
Durable Moves Allow Either Repression or Disinflation, Not Both
Nothing new here, and cycles matter + drivers/duration, but I'd note in more durable moves you can repress or disinflate, but you can't do both. The room for repression is def far less, the durability and duration of the drivers in...
Cramer Declares Unwavering Bullish Stance on Oil
Cramer getting sassy about Iran not having the cards to force oil to $200/bbl by citing the US experience in the... Vietnam War? I've LITERALLY NEVER BEEN SO BULLISH. https://t.co/d8799zIp8i
Building Resilient Grids with Hardware, Software, Marketplaces
calling all grid nerds exciting time to be working on hardware, software, and marketplaces that will make the grid more resilient
Brent Breaches $100, First Time in 3½ Years
Brent closes the day above $100 a barrel for the first time in three and a half years. Note: during the 2022 crisis, Brent settled above triple-digit level for 110 days. So far in 2026, just one day.
Brent's $47 Swing Shows No Conviction, Just Exposure
Brent crude has traded in a $47 range since late February. $73 to $120 and back to $96. That's not a market. It's a seismograph. Nobody has conviction. Everyone has exposure.
Brent Crude Set to Climb $3+ Daily Amid Iran Tensions
Brent crude price, Iran-War-to-date My expectation is that this rough/steady slope will hope, grinding $3+/bbl higher each and every day this crisis persists, always with the possibility of big lurches higher should Iran successfully take out major regional oil infrastructure. https://t.co/nwGMcg7rja
Politicians Praise High Oil Prices, Consumers Feel the Pain
Trump: So when oil prices go up, we make a lot of money. Energy Secretary Chris Wright on high oil prices: So overall for the US economy, this isn't bad news. Average American at the Gas Pump: High prices suck.
Desert Oil Site: Annoying yet Crucial Against Drone Threats
Having a major oil installation in the middle of the Empty Quarter (yes, its called that for a reason) is annoying, especially if you want to go out to eat after a long day of work, but its helpful when...
Keep US Oil Exports; Global Integration Essential
Cannot agree more. DO NOT end US oil exports. Our integration into the global oil market is essential. Protectionism would be a horrible idea right now.
Pipelines Now Seen as Catalyst for Increased Oil Output
In the last 15 years, we've gone from a pipeline discussion where pipelines don't matter because "the oil will get to market no matter what" (trying to squash Q's about induced ghg emissions, mostly) to "people will produce more oil...
Iran Conflict Sparks Acute Oil Market Volatility
🚨 Mid-week Iran War and oil market update for Commodity Context subscribers. More regular coverage of the acute volatility across the increasingly strained oil complex in Oil Context Weekly tomorrow. https://t.co/lvkkTTJr9s
Diesel Spikes 32%, Threatening Higher Consumer Prices
Gas prices are up 22% in the past month, but that's for regular unleaded. Diesel is up 32% -- and that's a pass-along price that can impact what we pay for lots of goods.
Today's Oil Prices Are Modest by Historical Standards
Over the past 25 years anual average REAL TERM Brent oil prices were > $100/b in six separate years and were >$150/b four of those (2008, 11, 12, 13). So by historical standards, today’s oil prices aren’t particularly high yet.
U.S. Navy Delayed, Tanker Escorts Unavailable for Weeks
U.S. Navy Won’t Be Ready To Escort Tankers Through Hormuz For Weeks Escorting oil tankers in the strait is an incredibly high-risk mission, and might not even be enough to ensure their safe passage. We are live updating: https://t.co/ofZdY79JtI
Aalo to Deploy Mass‑Produced, Safe Reactors This Year
in case you're unaware: matt started a company called aalo that's making nuclear reactors to provide unlimited energy. they turn on a reactor THIS YEAR. modern nuclear is almost here. they solve the problems of slow build times and safety....
Global Oil Prices Affect U.S. Consumers, Regardless of Policy
There also is a world market for oil. When oil prices go up in Europe and Asia, people here pay more. Even a Trump-Energy Secretary should know this.
Export Ban Repeal Sacrificed Oil Resilience for Profit
The U.S. had a long history of regulating oil markets, in part to ensure spare capacity, @NeilAtkinson58. That approach was codified in the 1975 Energy Policy and Conservation Act (EPCA). Repealing the export ban in 2015 marked the real break. Markets are great...
Solar Power Unbound by Geopolitical Chokepoints
Solar does not care about the Strait of Hormuz. Oil flows through chokepoints. Solar follows a learning curve. Great piece @azeem https://t.co/QqddYuyh9a https://t.co/4dYcRUXdI4
Massive $8.39 M Oil Short Targets $147.94
Someone has opened a $8,390,000 Oil short position today on Hyperliquid. Liquidation price: $147.94. https://t.co/LxECXDypMz
US‑Iran Conflict Raises Oil Prices, Not Yet a Shock
U.S./Iran war is not (yet) an oil shock Oil futures prices have increased by more than a third since Israel and the United States attacked Iran and almost two-thirds since the start of the year but the increase is not yet...
Oil Prices Ignored Reserve Supply News, Already Priced In
Oil didn't buy the "supply of reserves" news. Why ? It was already priced in. What's next ? Well , it's a 🧵 1/1
Gas Prices Surge 20.6% in 11 Days, Historic Rise
The chart below shows the national average retail gasoline price from an AAA Motor Club survey. Yesterday was day 11 since the war started on February 28. The middle panel shows the 11-day dollar rise. The current 61-cent rise was exceeded...
U.S. Crude Exports Serve as West’s Strategic Reserve
America’s Strategic Oil Exports @WSJ Great and important read. I still believe the WSJ Editorial Board does some of the most balanced and informed analysis in the media. https://t.co/sxJ6f76VCl The International Energy Agency said Tuesday that its 32 member countries will...
Pennsylvania Faces Soft Fracking Ban—Public Must Speak Up
I don’t think Pennsylvanians understand how big of a deal this is for the health of our state. This would ultimately be a soft ban on fracking in the state. When comment periods open later this year, we have to...
Trump Aide Claims Oil Supply Fine, Market Distribution Problematic
Trump advisor to @axios: "There's plenty of oil. It's just getting it on the market that's the thing." Uh yeah, that's how oil works. https://t.co/LilosSuv3P
Regime's Missiles Could Jeopardize Hormuz Tankers, Spike Oil
If the regime holds on, what is to stop its missiles and drones from threatening tankers through the Strait of Hormuz? Its ability to impact energy prices would be enormous. https://t.co/Xu1MLsUQXz
Saudi Pays Record Tanker Rates to Ship Red Sea Crude
Saudi Arabia is booking more and more super oil tankers at sky high rates (>$450,000 a day vs pre-war levels of $100,000 a day) to shift crude from the Red Sea into global markets.
Russia Rakes Up $150 Million Daily From Oil Surge
NEW: Russia is earning up to $150mn a day in extra budget revenues from oil sales amid price rises thanks to the US-Iran war. Moscow has so far earned $1.3bn-$1.9bn from taxes on oil exports and could receive $3.3bn-$4.9bn in total...
Questioning Strategic Reserves Amid Low Export History
IEA reserve requirements set on the basis of national net imports. We're not a net importer. Our net exports were smaller during the CPC time in gov't. Was a strategic reserve built up during that period? Contemplated?
US Crude Surges 10%, Volatility Predicted Hormuz Closure
US crude #oil is up nearly 10% - second largest day's rally for the commodity in four years. Looks like the implied volatility was giving a portentous signal ahead of time. It wasn't like the closure of Hormuz was surprising news......
Oil Profits Trump, While Consumers Pay and Lose Jobs
Who's the "we" in "we make a lot of money" @atrupar Oil companies make a lot of money. "We" pay a lot more money for everything & "we" lose our jobs. Good deal. @Ole_S_Hansen
EU Mulls Looser Carbon Rules, Boosts Energy Aid
EU weighs looser carbon rules, state aid to cut energy costs https://t.co/ZZlkBSlSdq via @E_Krukowska @AlbertoNardelli @europressos https://t.co/V7T7n7KnxM
Hormuz Disruption Could Persist for Up to One Month
If Hormuz flows do not resume for a month, that's the worst-case disruption duration my colleagues at @RapidanEnergy and I modeled last June when we mapped out a US-Iran conflict on global oil and LNG markets and prices. We modeled disruption...
Energy K‑Shape: Owners Thrive, Consumers Struggle
That sound you hear is the widening of the K-Shaped economy - this time between the owners of energy assets and the consumers of energy assets.
Trump Tells Oil, Shipping to Prep For
The Trump administration has told U.S. oil companies and shipping groups to prepare for a potential waiver of the Jones Act https://t.co/X46i7aSDwu