Iranian Envoy Urges US, Israel to Leave Hormuz
U.S., Israel Should Withdraw From Strait of Hormuz Area, Says Iranian Envoy—Iran’s ambassador to China denounced the U.S. and Israel as sources of insecurity in the Strait of Hormuz and called on the two governments to withdraw from the area. @ByChunHan https://t.co/QqYZ0DEVts
Oil Supply Drop Equals ~4 Days, Not 20
Current oil supply is not zero. It is 20% less than before. So this would mean 20 days of consumption.
China Champions Coal-to-Liquids, a Near‑exclusive Technology
China's National Energy Administration posted last night about the benefits of the coal to liquids industry, where coal is transformed into oil, gas and petrochemicals. It doesn't really exist anywhere at scale bar China and a big plant in South...
Petrol Spikes to $125 in First Minute
As soon as the market opened, petrol prices experienced a historic pump, reaching $125 within just one minute
Rising Heat Deepens Southeast Asia’s Energy Crunch
Hotter weather threatens to worsen Southeast Asia's energy crunch ⚠️🌡️ Above average temperatures forecast for March-May, said the ASEAN Specialised Meteorological Centre on Friday The region relies on gas from the Middle East to meet peak demand https://t.co/jIpi4vUCIU
Bangladesh Shuts Universities to Curb Energy Demand Amid Crisis
Demand destruction as we speak, starting with Bangladesh. Thailand and China curbed exports of diesel and gas. Vietnam will do so next.
Fossil Fuel Dependence Makes Nations Hostages, Renewables Free
Dear politicians everywhere: if your energy depends on fossil fuels, you aren’t a sovereign nation; you’re a hostage. N.B.: The sun doesn't send a bill and the wind doesn't charge for delivery. Forever. https://t.co/yXp8pnaOXC
G7 Ministers Call Emergency Meeting, Consider Oil Reserve Release
G7 finance ministers to hold emergency conference call at 12.30pm London time to discuss the impact of the US- -Iran war, Paris said in a statement. According to the Financial Times, several G7 nations favour a release of their Strategic Petroleum...
US Officials Endorse Releasing 300‑400 Million Barrels
“US officials believe a joint release in the range of 300mn-400mn barrels — 25 to 30 per cent of the 1.2bn barrels in the reserve — would be appropriate.”
Global Oil Loss Reveals Hidden Strategic War Target
A barrel lost anywhere is a barrel lost everywhere. And we just lost one-fifth of everywhere barrels. No one is safe.
IEA Warns Surplus Could Turn Deficit Amid Middle East Turmoil
Latest from the IEA: - "Speaking with governments" and "closely monitoring" events in the Middle East. - Says global oil market has been "in significant surplus" since the start of 2025. However, "prolonged disruptions could flip the market into a deficit". - IEA...
Brent and WTI Crude Surge to $119.5 per Barrel
Brent crude futures LCOc1 climbed to a high of $119.50 per barrel and U.S. West Texas Intermediate (WTI) CLc1 to $119.48 a barrel.
Collective Climate Action Falters While Energy Transition Thrives
climate collective action is on life support the energy transition is alive and well Important distinction to make
Strait of Hormuz Shutdown Sparks Worst Energy Crisis Since 1970s
Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s Who’s to blame for this?
Qatar Outage Wipes Out LNG Glut, Risks Deficit
LNG GLUT CANCELED FOR ANOTHER YEAR 🚢⚠️ Qatar's production halt is likely to remove most of a glut Morgan Stanley forecast for this year. The bank now sees a 2m ton overhang Any extension in the Qatar outage beyond one month “quickly...
Refiners' Barrel Scramble Fuels Price Spike, Not Speculation
A really important feature of this current market is that it’s physical participants’ (ie refiners) scramble for barrels—and not spec sentiment—that’s driving insane $ spike & explosion of backwardation We already saw this last week, when spec was net ~flat despite...
Rising Singapore Bunker Fuel Hits Exporters Harder than Importers
Singapore Bunker Fuel Prices 🚀 (From @ShipandBunker) Container ships on the main services to/from North America burn about 150-200 tonnes per day. Exports are going to be hit a lot harder than imports as fuel makes up a larger portion of their...
Oil Gains Shrink to Just 27% of Prior Level
One of the strangest headlines I've had to write: Oil pares gains (today) to just 27% now https://t.co/W2IOR839WN
Oil and S&P Futures Keep Falling, Sentiment Wanes
Oil and S&P 500 Futures Extend Tumble to Start the Week – Is Sentiment Giving Way? Wrote this week ahead article on an airplane with awful wifi... https://t.co/PoHGRgI2oL
Bangladesh Advances Holidays, Shuts Universities to Save Power
Bangladesh brings forward holidays and closes universities to conserve electricity and cut traffic (which also wastes fuel) https://t.co/aw1WmizmA4
Trump's Aggressive Foreign Policy Fuels Higher Oil Prices
Last month I wrote a column about whether Trump could take credit for low oil prices. Trump loves to talk about how much he wants/pushes for low prices, but I argued his aggressive foreign policy was a massive bullish driver of...
Holding Crude Inventory Lets You Profit $30 per Barrel
If you have crude inventory right now you’re selling every single barrel in your tanks (& buying back 6 mths down curve for $30/bbl less pocketing the diff) If you’re not, you’re in a really tough spot because you actually need...
PV‑assisted Heat Pump Hits 7.59 COP with Dual Condenser
PV-assisted heat pump prototype with dual condenser reaches 7.59 coefficient of performance #energysky -- via pv magazine global: https://t.co/7QFbbM8ef2
Closing a Route Moving 20% of Global Supply Triggers Chaos
Shutting the transit route that carries one-fifth of world supply has a way of doing that.
Brent Prompt Timespread Hits Record $9+, Signaling Unprecedented Tightness
The Brent crude prompt timespread is currently over *$9/bbl*, a new all-time record. Timespreads measure the steepness of the crude futures curve, which at the front (prompt) reflects how tight—loose if neg—the spot market is. The oil market has literally never been...
Oil Futures Hit -$42; Meme Traders Could Amplify Chaos
Reminder, oil futures once traded at negative $42 a barrel. And if the meme stock traders get a hold of this thing who knows where it can go?
Oil Spikes to $110, Framework Holds—Briefly
This is actually looking like a great framework after oil hit $110 tonight… Aged pretty well for now. Can change in about ten minutes tho 😂
Renewables, Not Nuclear, Are Displacing China's Coal Fastest
That impacts coal and gas demand but not oil demand. It's also wrong in terms of what's happening. I love nuclear as part of the solution. But look at the country building the most nuclear, China, and you see more...
Oil Surges Past $100, Inflation Data Gains Weight
Middle East tensions spike oil past $100 and shake inflation forecasts. This week's CPI and PCE data could pack extra punch as rate cut hopes fade. 🟢 Open https://t.co/dcFgI6Pdro
Beijing's Choice: Strategic Counter or Patient Wait
The only question that matters in the next few weeks is whether Beijing concludes that the Iran escalation cutting off 40% of Chinese oil imports was deliberate and therefore demands a strategic response, or concludes that it was reckless and...
Brent Crude Jumps 25% Amid Middle East Conflict
*BRENT CRUDE OIL EXTENDS SURGE TO 25% ON MIDEAST WAR DISRUPTION In addition to rallying 25% today (Sunday night), May Brent Crude oil futures are up 56% since last Wednesday's low (March 4th). https://t.co/Afycm5leiS
Strait of Hormuz: Global Economy’s Vital Artery at Risk
If you want to understand global oil trade think of this as the world's circulatory system. Pinching the Strait of Hormuz is like closing a major artery. It will cause damage the longer it is closed and if not careful, you either...
US Oil Futures Surge 60%—Record Monthly Gain
US oil futures are now on track to rise +60% this month, marking their largest monthly gain in history. https://t.co/P4ciDNwr85
Oil Surges, Gold Slides as Dollar Rallies
Oil spiking to $107 while gold falls. The dollar is strengthening as global markets panic. Both moves happening at once. 🔒 Members-Only https://t.co/Og6roiaoNd
Self‑declared Oil and Geopolitics Expert Shares Crude Price
If anyone asks — I am now an oil and geopolitics expert. In other news, check out the price of crude https://t.co/FDyPB506SG
WTI Cracks $140, Near 2008 Record
After adding more than $40 a barrel in a little more than five trading sessions, the nominal record for West Texas Intermediate futures—$145.29, set on July 3, 2008—no longer seems out of reach @WSJmarkets https://t.co/rlxj1lnh5N
Oil Price Spikes $40 in a Week; Panic Insufficient
People aren’t freaking out enough The situation is not under control Price of oil up 40 bucks in a week
Brent Hits $110 at Open, Analysts Ponder Oil's Next Move
Brent surged to a high of $110 at market open Monday. What next for oil? Speaking to Singapore's 938 Live Radio at 9.00 am SGT. https://t.co/xI65gMZvag
Don't Chase Brent Spike; Hormuz Closure Unlikely to Worsen
Brent is $106 and markets are in full panic mode. They were slow to price the de facto closure of the Strait of Hormuz, but at this point the Strait isn't going to get any more closed. If anything, it'll...
Taiwan Caps Weekly Oil Hikes, Likely Freezes Power Rates
Taiwan's government will set a weekly cap on oil price increases to help contain domestic inflation, local media reports 🇹🇼🛢️ Fuel prices to be adjusted overall by ~5% this week The likelihood of freezing electricity tariffs in April is high https://t.co/tTWfUV2wiI https://t.co/LgRs7ClOH7
Oil Surge Signals Potential 15% Dow Decline
🚨 Is the Dow about to drop 15%? 😱 Oil just surged 72% in 7 days, blowing past $100 a barrel That kind of spike doesn't happen without MAJOR consequences 👇 Follow @proptraderedge for updates
Oil Powers Everything, Not Just Energy—Even Vegan Shoes
We live in an oil & gas & coal planet. Asian countries depend on this, despite expanding renewables and nuclear in recent decade. And guess what? It isn’t just an energy input but also an important component of everything you...
Trump Admin Anticipates Prolonged Oil Disruptions Amid Russia‑Iran Ties
A sophisticated man like Bessent “unsanctioning” Russian oil as Russia is… 1. Openly supporting Iran 2. Reportedly helping Iran target US assets 3. Still fighting Ukraine …strongly suggests the Trump Admin knows these oil disruptions are going to be longer than expected.
Gulf War III Cuts Global Oil Supply by 20%
Yeeps: @Bob_McNally of @RapidanEnergy "Gulf War III has disrupted ~20% of global oil supply for nine days and counting – more than double the previous record set during the Suez Crisis of 1956-57, which disrupted just under 10%."
Historic Oil Supply Loss Doubles Suez Crisis, No Spare Capacity
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
Fortescue Builds Pilbara's Largest Solar Farm for Real Zero
Fortescue forges ahead on Pilbara “real zero” with construction of state’s biggest solar farm #energysky -- via Renew Economy: https://t.co/QVCNZxP2rl https://t.co/h1SYpqtK3h
Oil Surge so Strong, Skip Your Morning Coffee
If you're waking up across the Asia this Monday (or anywhere else for that matter), ditch the coffee, you won't need it, just look at today's oil price move https://t.co/dHzqJKjNez
2022: Long Energy, Bet on Russia Amid U.S. Missteps
I’m old enough to remember when the most obvious trade in the world was going long Energy and Russia in Q1 of 2022 bc they held all the cards and the U.S. had a idiot in the White House
Buy Distant Futures at Discount, Earn Risk Premium
[looks at Brent curve] Gary Gorton voice: "investors can earn a risk premium by buying distant commodity futures at a discount to spot"
Osaki Electric Partners with Kyocera, Taiwan Plastics on EMS Development
Osaki Electric signs EMS development pact with Kyocera, Taiwan Plastics #energysky -- via pv magazine global: https://t.co/YkyZX5FjvZ