Trump Reverses Stance: High Oil Prices Now Beneficial
Trump shifting his own feedback calculus: high oil prices are good now. Let's see how long that lasts.
Renewables Become Only Viable Exit Amid Global Energy Crisis
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
Tesla's Biggest Bet: Batteries and Energy, Not Robotaxis
NEW: Batteries and energy, not robotaxis and humanoid robots, are Tesla’s best business bet https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/
Jones Act Suspension Hints at Looming Oil Export Limits
If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will...
US Oil Imports Rebound to 1990 Levels, 2 M Bpd
US is still a net importer of about 2 million barrels per day of oil, roughly back to 1990 levels. https://t.co/p77J48rR7V
Iran Opens Hormuz to Indian Tankers, Shifts Trade Route
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
MEG Shut-In Hurts Tankers, Fuels Oil Rally, SPY Overbought
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
Iran Conflict Threatens Global Economy Across All Sectors
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
Unimpeded Tankers: Heading to China or Beyond Seiz
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Oil Likely Tops Soon; Expect Retracement to $98‑$110
$USOIL - As I've already stated I think that a major top is already in, but whenever a commodity goes parabolic, it usually doesn't collapse in a straight line, but retraces a significant portion of the initial decline. The upside...
Energy Efficiency and Domestic Production Boost U.S. Resilience
Summary of my argument: "Decades of investment in efficiency, domestic production, and renewable energy have made the U.S. economy far more resilient to global shocks." Therefore, let's keep implementing those energy policies --now is the worst time to give up on efficiency,...
Oil Near Record Close Despite Falling Short of Early Highs
Oil is still well below its highs from the extreme buying that we saw early Monday morning. But if it closed here for the day, it'd be its highest close yet.
Demand for Proof: Nuclear Build Not $9.3B Impact
I want to see a report demonstrating that the “construction phase” of a new nuclear power plant will NOT involve anywhere near $9.3 billion in “economic impact.”
UK Releases 2024 Estimate of North Sea Oil‑Gas Reserves
UK government estimates from 2024 of remaining oil & gas resources in the N. Sea posted today. Source: https://t.co/MdBiDA5rEo https://t.co/UWUhPViK5S
US Fuel Inventories Climb Across Crude, Gasoline, Distillate
U.S. comparative inventory rose 1.5 mmb for the week ending March 6 Crude C.I. rose 1.8 mmb, gasoline rose 1.5 mmb and distillate rose 0.9 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/bXRNoEFCkI
Switch to Clean Electricity to Avoid Future Energy Crises
The impact of the war in the Middle East on energy: We should fix the roof when the sun is shining not when there's a thunderstorm. Only when we shift energy demand from burning fuels to using electricity from clean power...
Energy Sector Eyes Break of 10‑Year Trend
#Oil Energy sector stocks in the S&P 500 relative to the broader S&P 500 index. An attempt to break a 10-year trend. https://t.co/LW9Rg4lDI8
Prediction Markets See WTI Futures Still Rising
Prediction markets think WTI futures haven’t peaked yet Market-implied odds of maximum price of front-month contracts this year https://t.co/KJycyDttIE https://t.co/obrkd1ueUb
Disruption at Oman, UAE Oil Ports Could Spike Prices
All eyes & hopes rest on the 2 main oil ports of #MinaAlFahal in Oman and #Fujeirah in UAE if any of these continues to be impacted then it's serious for oil prices. ميناء_الفحل #ميناء_الفجيرة#
Markets Underestimate Iran Conflict’s Oil Shock Potential
Why are oil speculators assuming this war is short and irrelevant? Yesterday I talked to an energy analyst I highly respect, and he waved off the Iran situation. Oil/gas markets are dynamic and flexible, he posited, they can handle it....
Hormuz Closure Threatens Markets, Fuels Inflation Surge
...and yet, the Strait of Hormuz is STILL closed, for the 13th day. Why? 🤔 At some point, investors are going to understand why this is; when they do, it is going to be very bad for both stocks AND...
U.S. Navy Unready to Escort Tankers
JUST IN: 🇺🇸 United States says Navy is not ready to escort oil tankers through the Strait of Hormuz. It would be 'suicide'. So the war wages on while Trump sends ameteur AI videos from the WH to evoke fake gamer...
Trump Bought Just 20M Barrels Amid Low Oil Prices
It's pretty amazing that the Trump administration only bought 20MN barrels of oil given oil averaged in the low 60's.
Escalating War, Markets Unmoved by IEA Oil Release
The War Escalates and Markets are Unimpressed with IEA Oil Move: The Middle East war is escalating. The market seems unimpressed with the announcement that strategic oil reserves will be released. The announcement is light on details, such as pace...
Iran Claims Tanker Attack, Shipping Risks Surge Globally
Iran says it hit an American tanker. If true…. Iraq has spent the last few days upping the danger for ships. The global risk keeps increasing for ships, crew, and cargo. The Strait of Hormuz and no safe movement...
Iran War Threatens Global Oil System, Risks Economic Collapse
Oil is the lifeblood of the global economy. The system just had a heart attack. The Iran War could become the most consequential geopolitical blunder by an American president in modern history. LINK👇 https://t.co/Tx2sjAvFjq #IranWar #OilMarkets #StraitOfHormuz #EnergyCrisis #EnergySecurity #Geopolitics #GlobalEconomy #OilShock #EnergySystem #SystemicRisk
IEA and AfDB Align on African Clean Cooking Priorities
Pleased to host @AfDB_Group President Sidi Ould Tah at @IEA HQ for a discussion on key African energy priorities – including clean cooking & ensuring African countries benefit from their mineral resources Looking forward to working together on @IEA’s Clean Cooking...
After 10 Days, 500M Barrels Loss Seen as Acceptable
10-11 days into this it feels like a good-ish outcome would be getting out of this with only 500 million barrels of lost oil production?
U.S. Not Ready to Escort Tankers Through Hormuz
Energy Secretary Wright says U.S. ‘not ready’ to escort tankers through Strait of Hormuz yet. CNBC
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
Oil Prices Now Reflect True Disruption Risk
What happens with oil prices is all about whether risk premia are accurately priced. Initially, markets were massively complacent. Then there was all-out panic. Now, at between $90-100 per barrel, we're accurately pricing risk of a serious disruption... https://t.co/evJVri93wZ https://t.co/EZteEvaeo1
Iran Leverages Hormuz Attacks to Force US Concessions
The Strait of Hormuz remains essentially closed to ship traffic because of Iran's attacks. Every Iranian attack is a negotiation. Iran knows it has leverage and is trying to end this war on favorable terms. Only way out is for...
Gulf of Aden Swarms with VLCCs, No Houthi Attacks Yet
There are so many VLCCs oil tankers in the Gulf of Aden right now that one could walk from Djibouti to Socrota island wihtout getting their feet wet. (... and no, contrary to some social media posts, the Houthis have...
Indonesia Poised to Lift Fuel Prices Amid Ongoing Conflict
If the conflict lasts, Indonesia will raise fuel prices, which is what it did by end 2022 as the subsidy rose by 30bn…
IEA Warns War Could Cause Unprecedented Oil Disruption
The IEA says the war in turning into the biggest oil disruption in world history https://t.co/UJZqGyrhUP
10% Oil Spike Adds 0.
“Our rules of thumb are that a sustained 10% increase in oil prices boosts headline and core PCE inflation by 0.2pp and 0.04pp, respectively, while lowering GDP growth by around 0.1pp. The growth impact from a temporary price increase that...
Renewables Can Replace LNG Faster than EVs Replace Oil
What are the consequences for energy markets and the transition of a potential long disruption to the Strait of Hormuz? TLDR: It’s a *lot* easier to replace 20% of LNG (15% of natgas supply) with wind and solar than it...
Developers Can Still Apply to Expand Sierra
Private sector developers still have time to apply to the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative & expand #minigrids in Sierra Leone. This is your opportunity to bring #cleanenergy to rural communities across #SierraLeone. https://t.co/L7hHvfJL6X https://t.co/gUvk2zDlt0
Europe Repeats 2022 Energy Tactics Amid Fossil Dependence
Energy policy déjà vu in Europe. Oil reserve release. Gas price cap debate. State aid on the table. The toolkit looks like 2022 because fossil fuel dependence remains. Renewables and electrification reduce exposure. Crisis management does not. https://t.co/PhWMbn21b8
Goldman Predicts Brent Spikes to $98, Then Drops to $71
Goldman > Our commodity strategists now expect Brent to average $98 in March and April—up 40% from the 2025 average—before falling back to $71 by 2026Q4.
Iran Ramps up Energy Attacks as Oil Stays Sub‑$100
Overnight Iran reacted to the IEA's oil release intensifying its attacks on regional energy targets, including two small-sized fuel tankers in Iraq. Tehran knows oil is what could force President Trump to end the war early. Still, both Brent and...
Strategic Reserve Release Too Slow to Offset Deficit
Hate to be the bearer of bad news, but people should know: For the 400 million barrels of oil to be released from strategic reserves (announced today), the flow rate — the rate in which it can be released — is...
India Prioritizes LPG for Homes, Hospitals, Schools Over Restaurants
Government Prioritization: To protect households, the Indian government has prioritized LPG supply for domestic consumers, hospitals, and educational institutions, leaving commercial users (restaurants) in a lurch.
Oil Reserve Release Merely Patches Deep Supply Shock
>> Historic oil reserve release is only a band-aid on a gaping supply shock https://t.co/C6DC07LD19 @ronbousso1
Six Merchant Ships Attacked in Gulf Amid War
Six vessels attacked in Gulf, Strait of Hormuz as war puts merchant ships on front lines https://t.co/pAYt6WBG5O
Iran Continues Massive Oil Shipments to China via Hormuz
🚨Iran is still pushing oil through the Strait of Hormuz: At least 11.7 million barrels of Iranian crude have passed through the strait since February 28, all headed to China. Many tankers have "gone dark," switching off their GPS tracking systems...👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
Trump Releases 172 Million Barrels From Strategic Reserve
Given the Trump' Administration decision to release 172 mb form the SPR, this is a must watch (from November 2022)
China Escalates to Immediate Refined Fuel Export Ban
China has just ordered an immediate ban on refined fuel exports in March to manage any potential domestic fuel shortages. A week ago they asked refiners nicely and just targeted new contracts, so this is a step up
Oil Rebounds to $100, Heralding Broader Economic Shock
Oil price back to $100. Even though the EIA said member countries will release 400m barrels of oil. At this rate…this is just the beginning the oil shock will send to the economy, supply chain and consumer price.
China Launches World's Largest 600 MW CAES Storage Plant
China’s 600 MW/2.4 GWh storage plant becomes world’s largest CAES site #energysky -- via pv magazine global: https://t.co/MnPFRY954k