Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Chevron CEO Mike Wirth says that U.S. oil production probably reached a “plateau” over the last 6 months or so — too early to say whether growth would re-start as it would depend whether current prices stay or not.
one of the more useful ways to track market tension in Iran is the spread between WTI and Brent crude (nearest contract). Here a 1 yr chart, lower pane shows the spread. src: BBG https://t.co/o0tLpkaSdP
This is correct So much of the world now can increasingly just be driven by overconfidently posting through it—but not oil, not for long Hormuz flow still hasn't resumed and every day we're shedding more oil from the system That'll catch up—can't jawbone...
US Energy Secretary Chris Wright says the US flow rate from the SPR exchange would amount to be 1.0-1.5m b/d and says the total IEA release would come close to 3m b/d. (Those are the first flow rates estimates publicly discussed...
🤙🏻 Call me, beep me, if you want to unblock the Strait of Hormuz and unwind the largest energy supply shock in history to avoid a global depression.
Watch Oil Moving on ‘A Couple Words and a Tweet,’ Atlantic Council’s Wald Says - Bloomberg @ACGlobalEnergy #oott https://t.co/YElH8A8ORG
JUST IN: IEA official says current energy crisis is more than 2x worse than both 1970s oil crises combined
Brent is down to $100. The latest de-escalation signal is worth about as much as the escalation signal Saturday night, but - underneath all that - it's clear that high oil prices scare this administration as much as they scared...
its the "biggest ever shock to global oil supply", as people keep pointing out, but the US economy is also less oil-intensive than it has ever been.. https://t.co/zk9SxpcEA5
In this podcast conversation with @paulkrugman from last week, we debate my view that oil prices are near their peak because large risk premia are priced into oil that embed substantially reduced tanker traffic through the Strait of Hormuz. Watch...
One thing the Trump and Biden administrations share is a fear of high oil prices. That means we can't get $150 or $200, as evidenced by Trump's latest about-turn today. Important to look through the alarmist hype and remember the...
Crude Oil creating one of the largest monthly bearish reversal patterns in its history, as it tests the top of its trading range? $USO $SPY $TLT https://t.co/GivNir6qgu
Global LNG exports drop to the lowest level in six months due to Middle East conflict ⚠️ 🚢 This basically erases supply additions from the US and elsewhere during that period The drop is primarily from Qatar — and to a...
European natural gas prices drop as much as 9% after Trump said he instructed US forces to postpone all strikes against Iranian infrastructure for 5 days 🇪🇺 ⚠️ Prices still well above pre-war levels And there’s been no direct/indirect contact...
People had lots of questions about the oil shock after this weekend's podcast with @paulkrugman, including on all the different types of oil and which one is most important. I've been pounding the table that oil prices have peaked, so...
As long as Iran still controls the strait of Hormuz, we’re gonna have issues. That’s really the bottom line here. By realizing it can control the strait (at least so far) Iran has gained strategic leverage relative to the outset...
The outage at the world’s biggest LNG export plant in Qatar is apparently benefiting Russia 🇷🇺 ⚠️ Russia’s largest LNG producer Novatek has signed a preliminary deal to supply Vietnam, Tass reported citing CEO Mikhelson (Vietnam is struggling to buy LNG...
Trump just gave Iran 24 hours. Reopen Hormuz. Or face strikes on power facilities. Iran's response: We'll hit every US energy and desalination plant in the Gulf. $SPY is not pricing a full energy war. It should be. https://t.co/wOxm8bXbEC
> Trump threatens to attack Iranian power plants, thrust region further down path of major facility attacks > Crude price flat out of weekend > Trump says now he isn’t going to attack Iranian power plants > Crude price falls $16/bbl https://t.co/e81KQnsv14
Oil and energy commodities tumble after Trump postpones U.S. strikes against Iran energy infrastructure for five days: CNBC https://t.co/nO7poYHdmx
WTI Peaks and Recessions: $120 (2026), $147 (2008), $130 (2022) - WTI crude oil was near unchanged for the week ending March 20 despite the Strait of Hormuz remaining mostly closed, suggesting a potential topping process reminiscent of 2008. Roughly...
Russian oil facilities by the port of Primorsk now. Yes, it's just me being Zelensky's politruk. https://t.co/hmcD7YMraa
An off ramp? A TACO? Another bait and switch? Brent cratered ~$16/bbl on Trump’s latest post talking about “very good and productive conversations” with Iran. https://t.co/6dfE8zEiRE
Crude vs. 2026 Commodity Pump-Then-Dump Pattern - Front-month US natural gas futures surged roughly 100% to the January peak, then reversed to about a 15% decline by March 20. Will WTI crude oil follow? Silver and copper have also shifted...
Both the COVID-19 oil shock and the current Middle East oil shock (has) caused big moves in oil prices (Volatility), but for opposite reasons though. In 2020, demand absolutely collapsed because nobody was using or wanted as much oil as...
HEDGE FUNDS and other money managers purchased the equivalent of 120 billion cubic feet (bcf) in the two major gas futures and options contracts based on prices at Henry Hub in Louisiana over the seven days ending on March 17....
Pfft. None of the desanctioned Iranian oil is going anywhere other than China, because only China can shield their payments from SWIFT. All of these masterful gambits assume the Iranians are idiots. They’re evil. Not idiots.
When price rises come from climate disasters or overseas fuel shocks, the main job is to protect people from the worst impacts and to build an economy that is less exposed next time, not to manufacture more unemployment. https://t.co/r8pM3hZEYt @reneweconomy
Compare and contrast US Natural Gas prices to European TTF Natural Gas prices. US prices have barely moved. What was that about there only being one international price for gas 👀 This is what madness looks like with respect to energy policy...
Honoured to be included in the 2026 @TIME Earth Awards list. This is not just a recognition of my work and my @SEforALLorg and @UN colleagues, but all who have supported the vision of accelerating the clean #energytransition and action on...
The IEA's Fatih Birol has called the 2026 Iran war the greatest energy security crisis in history. The numbers behind that claim are stark. These figures are striking but they are not directly comparable. Here is why. 🧵 https://t.co/oplTLequPN
Adnoc is now reducing LNG production because Strait of Hormuz is shut, tightening the global gas market 🇦🇪 ⚠️ Adnoc has “made temporary operational adjustments to production of Liquefied Natural Gas” They’re working with customers to fulfill commitments “wherever possible” https://t.co/dLBNlgiLER
Chaos in the Middle East is a wake-up call for oil and gas producers. When volatility rises, efficiency becomes the ultimate resource... The real winners are those who can extract oil and gas from wells more effectively and efficiently. This...
I don’t think we have understood yet how serious this crisis is. IEA’s Fatih Birol: ~5 mb/d lost in each of the 1970s oil shocks; ~75 bcm gas after Russia’s 2022 invasion. Now: ~11 mb/d oil and ~140 bcm gas disrupted. https://t.co/6G8leH3lHR https://t.co/ESkY9LyQjx
Ukraine imposes kinetic sanctions on Russian oil exports. They increasingly have the ability to do this at scale, and to destroy refineries and factories crucial to the Russian war effort. This particular port is further from Ukraine than Moscow is.
🚨President Trump is widely seen as pro-oil and critical of EVs. 🚨Yet the ongoing Strait of Hormuz crisis has created an ironic game-changing boost for EVs that could prove hard to reverse. 🚨Countries are now likely to treat...
"Over the past week, spot prices at the Waha gas trading hub in the Permian Basin fell as low as -$9.75 per million British thermal units, with expectations that it could hit -$10." https://t.co/camxY0zKrz
UK brings forward CfD auction, backs balcony solar in Middle East response #energysky -- via pv magazine global: https://t.co/N1n2DhjXeo
"NATO VOWS TO REOPEN HORMUZ" is wildly overstated @DeItaone What NATO chief Mark Rutte actually said was allies are talking about ways to reopen Hormuz He added he is "absolutely convinced" they can succeed. At talking & coordinating What EU does best #NATO #MarkRutte...
SMRs are a techno-fantasy built on a category error, writes @Dr_Keefer They are called SMALL modular reactors because they're SMALL nuclear with SMALL revenues SMRs are what happens when people mistake wishful thinking for engineering economics. #SMR #Nuclear #CCGT #Energy #PowerMarkets #EnergyTransition...
The U.S. is the world’s biggest natural gas producer & LNG exporter. But it still doesn’t build the large ships that carry LNG. That is a pretty good snapshot of modern America: Enormous resource strength, paired with a hollowed-out industrial base in a...
The LNG shock is about to get real The last Gulf cargoes loaded before the war are now arriving After that, Europe & Asia hit the wall This is a major structural shock that may last years https://t.co/Dw60mbEoxn #LNG #Hormuz #Qatar #Pakistan #Bangladesh #Taiwan #EnergyCrisis...
If held flat at current shut-in levels of around 9 MMbpd, Gulf crude oil production would be down by ~6.5 million on the month in March. Balance math gets much uglier when these run for a full month or more—and things...
Iran entered this war with liquids output near multi-decade highs, writes @JavierBlas The U.S. & Iran have both been major LPG/NGL export growth stories since 2020. #OilMarkets #Iran #USLNG #LPG #NGL #Energy #Geopolitics #Hormuz
Thailand is restarting retired coal units because LNG got too expensive In a real crisis, transition rhetoric gives way to fuel reality. https://t.co/YD0xNKNZzI #Thailand #Coal #LNG #EnergyCrisis #PowerMarkets #Electricity #EnergySecurity #Climate
On intensity, absolutely true. I think the overall effect will be less than the energy shocks of the 1970s if this ends **today** but if the Hormuz stoppage stretches out for months it'll blow the other two out of the water.
Blackouts in Tehran are not proof that the US has struck the city's electrical grid @JesseCohenInv It's possible but unverified. It's also well ahead of Trump's threatened 48 hours. #Iran #Tehran #Trump #Blackout #Airstrikes #Geopolitics #Misinformation #MiddleEast #Verification #BreakingNews
Gulf insecurity can serve U.S. LNG and geopolitical interests, writes @anasalhajji This is an alternative view that should be taken seriously My take is that it goes too far in treating strategic benefit as proof of strategic design The blowback to the...
Austria could harness 90 TWh of agrivoltaics using 5–16% of cropland #energysky -- via pv magazine global: https://t.co/2FuA0BpnDS https://t.co/6Ucd7AkD5L
[MUST READ] Iran’s Kharg Island - U.S. seizure would not necessarily end exports or re-open the Strait: https://t.co/yRYH1g1UAM
