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Every morning
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Global airlines are preparing for "shortages", i.e. there simply is no jet fuel available. But they are talking about prices as a completely separate matter... Wow... https://t.co/FPxwGrm5c0
Georgia becomes the first U.S. state to declare a fuel tax holiday as gasoline and diesel prices surge in the back of the U.S.-Israel attack on Iran. Georgia will waive for 60 days a 33 ¢ per gallon tax on...
Oil Prices and the Information War Global oil prices have risen surprisingly little given the war between the United States, Israel and Iran has triggered “the largest supply disruption in the history of the global oil market” according to the International...
The final report on the Iberia Peninsula (Spain and Portugal) blackout is out. A lot of people will be blaming renewables and talk about inertia. But the cause was bad voltage control and that's surprisingly easy to fix. Let me explain. https://t.co/d2slhAOHGu
Gasoline supply shortage already hitting here in the U.S.? For context, I took this picture minutes ago. Anyone else seeing this sort of thing?
This is exactly what James Gutman predicted on the latest episode of @EnergyEmpirePod. EVs are selling out in the top 50 emerging markets given the $250B “Marshall Plan” being rolled out by China. https://t.co/75BxCTbmpS
Excited to join @RaviReports on @ForeignPolicy FP Live next week to talk about the energy implications of the crisis in the Gulf. Tune in--Live On March 26, 2026 | 11:00am ET https://t.co/GLSeORmDP9
If you're an oil analyst and you haven't been on at least 7 podcasts this week talking about the Strait of Hormuz and $200 oil what are you even doing w/your career?
The numbers are clear: Middle East oil crisis is already 3x WORSE than the UNREALIZED FEAR in 2022 @Rory_Johnston explains: in April 2022 fear was 3 Million Barrel per day (mb/d) shut in for Russian Crude (DIDN'T HAPPEN). In 2026...
CHINA ALREADY GOT ITS FIRST WIN FROM THE WAR IN IRAN In today's newsletter, I wrote about how the long term trend of countries reducing their oil imports by substituting them with Chinese tech is already accelerating since the start of...
Bessent un-sanctioned Russian oil AFTER WaPo reported Russia was helping Iran targeting US assets the way the US has been helping UKR target Russian assets... ...& yet Wall Street consensus overwhelmingly remains that "Bessent has everything under control." Fade that view, hard
Assuming the USS Boxer is heading to the Middle East, and considering that she only left San Diego two days ago, she won't be near the Persian Gulf until mid-April. If the reinforcements are intended to reopen the Strait of...
"At least 107 fuel stations across the state of New South Wales (NSW) in Australia have run out of diesel as panic buying has outstripped supply, premier Chris Minns said today." https://t.co/zXWc5xVLPK
Here is something I had not realized. Functionally, the US' strategic petroleum reserve may have less capacity than the stated figures. Should stocks fall below a certain threshold, it could damage the structural integrity of the actual storage facility. https://t.co/AIeGeWdXWV...
So apparently a utility is able to build transmission for data centers without charging ratepayers? Utilities have almost universally said this would be bad policy.
IOCL raises industrial diesel prices sharply ⛽ ₹87.57 ➝ ₹108.59 Impact : The diesel price hike by Indian Oil Corporation will raise costs for industries and transportation, leading to higher prices of goods and increased inflation.
Lower prices, lower yields, lower oil. Either that, or a new war in the Middle East. https://t.co/mnkr6zwlk9
FLOWS before SPROS: While the announced volume of IEA coordinated SPR release is equal to a 4-week full Hormuz disruption. The SPR release RATE still means the supply losses compound over time. FYSA: Back in my days at DOE, the short-hand...
This story is being replicated in other regions too, e.g., Central Asia, where the China story now includes renewables, manufacturing, and more ... "Where early engagement centered on oil, gas and mining, recent years show a marked shift towards clean...
Our Federal Government Told Us Oil & Gas Would Be Replaced By Renewables For The Last 10 Years Oil & Gas was over & there was no point in expanding production Today in Asia: countries fear they will soon shut down after...
If gasoline hits $4 now, that's still a third less than the $6 it hit in 2008 in today's dollars ($4 in nominal dollars then).
Two weeks ago, Brent oil futures were in the 80s; the president was telling reporters that the war was "very complete" and that Iran was begging to negotiate; and WH defenders were claiming the war was "over" and accusing commodity...
Just spoke to @AlJazeera about the Strait of Hormuz energy crisis. Damage to production facilities will take years to repair, further price spikes likely. Govts can subsidise bills short-term but the only lasting fix is ending fossil fuel dependence. https://t.co/0G9SMxLqKm
If Hormuz stays closed another 3-4 weeks, it all begins to crumble...into an already-teetering global sovereign debt problem & consumer credit problem. Based on what I'm hearing, it is highly likely Hormuz will remain closed for at least another 3-4 weeks. Let's...
Iranian oil has been sanctioned for many years. The 140 million barrels he is referring to are part of the "dark fleet" that has been shipping Iranian oil to Asia (mainly China) for years. Iran gets money for oil, and...
🚨 THE MARKET IS ONE ISLAND AWAY FROM RELIEF AND CHAOS US is quietly considering lifting Iran sanctions but behind the scenes? There's talk of something far more aggressive. And it all comes down to one tiny island in the Persian Gulf...
The energy crisis caused by the war in Iran is strengthening the case for electric vehicles. The oil price shock drives EV demand in Asia. https://t.co/5yRSoiCS6O https://t.co/aKMZB28ruw
One of the reasons why you might think that carbon pricing could work: higher prices help lower the oil intensity of global output. Chartbook Top Links of the day just dropped: https://t.co/vm9gtD4kJ9
It's not just a blip. Increasingly oil futures markets are suggesting that the Iran war is going to have (or has already had) effects that will last for years. https://t.co/j23M3zH7AL
Reupping this as the continued Hormuz chaos seems increasingly likely to drive oil above $200/barrel, followed by years of hydrocarbon market chaos
Bessent: U.S. May Allow Iran to Sell Oil in Order to Increase Supply https://t.co/cJQjJqRa54 #maritime #maritime-news
Thanks to @andrewrsorkin @JoeSquawk for having me on @SquawkCNBC this morning to talk about today’s energy crisis and where we go from here.
Better late than never: IEA has released today a report with demand side measures to address the oil shortage. Including work-from-home, lower speed in highways, etc... Link here: https://t.co/MXt0hEQ9Sx Unfortunatelly, the IEA does not addresses LNG (so it sidesteps coal).
Prices have surged but physical oil infrastructure damage remains limited & still some slack in system. For a disruption this large, prices eventually need to rise high enough to actually destroy demand—as parts of crude & product mkts are starting...
Markets are shrugging off Middle East tensions as oil disruptions prove less severe than feared. Iran's selective passage through Hormuz is easing supply concerns. 🟢 Open https://t.co/I5Gu8mRO2F
Good Morning from Germany, where gasoline prices – even before taxes – are now higher than the avg price Americans pay at the pump, taxes included. https://t.co/PJk0TM53gN
On the one hand, the US is considering lifting sanctions on Iran's oil. On the other, the US e is considering invading Kharg. It's one or the other. Either the US understands the MAD dynamic at play with energy flows...
This war needs an off-ramp. That isn't military escalation or just declaring "mission accomplished." Instead, it's an embargo of Iran's oil. That'll throw Iran into chaos and the upside for oil prices is limited given how much they've already risen... https://t.co/t20Z7S85OZ...
“For forty-four years, Alabama Power has operated without a real rate review. That ends with this bill,” stated @EnergyAlabama. “The House heard from tens of thousands of Alabamians who stood up against HB 392, who spoke out against SB 360,...
U.S./IRAN war is having a very different impact on gas prices in Europe and Asia compared with the United States. The conflict has had essentially no impact on domestic gas prices in the United States, which remains insulated from global...
And this is just 17% of Qatari LNG. We have not yet seen significant physical damage to the oil infrastructure in the region. There’s a lot of talk about when the strait reopens but what matters for the tail...
This is a very important story: “…The amount of oil stored at sea — a vital buffer for markets — is running down fast…” About 1/3 of what’s left is Iranian. https://t.co/zS7v0338Ay
“Locations including Japan, Singapore, Thailand, Taiwan, Pakistan and Bangladeshgenerate a third or more of their electricity from natural gas.” “Many facing supply shortages and price increases are turning back to coal-fired power plants.” https://t.co/YhwmluSw9F #oott #LNG
My latest w/ @janetonthemoney on @SIRIUSXM 132 on oil: “Oil is in a backwardation, with the spot price being quite a bit higher than the forward prices... The futures oil markets are not thinking the way I am. The futures markets...
Middle East energy crisis: Qatar: $20B revenue loss from ther facilities being hit. CEO of Qatar energy said it would take 3 years to fix. Dep of War needs $200B to fund Iran war. Irans facilities have also been hit. Trump says “It will...
For the Same Cost as Another Mideast War, We Could Make Oil Irrelevant | The New Republic https://t.co/DZTebQDGDF
Great to see the @EIB pledge €1 billion for renewable energy in #Africa. This is a strong boost for the continent’s energy and development goals, and for #Mission300’s aim of #PoweringAfrica by electrifying 300 million people by 2030. https://t.co/K48tZWNraO
US government policy helps Chinese state owned oil companies buy sanctioned Russian crude wasn't on my prediction list for this year. https://t.co/JFPLk4VSxF
Every time there’s a fuel price shock, the same calls emerge: drill the North Sea. New @UKERCHQ analysis cuts through the noise and explains why this argument doesn’t hold up. https://t.co/HHL1mSGAjZ https://t.co/dfPeJ4JL3x
Really recommend this interview between @freddiesayers and energy expert @HelenHet20 where Helen lays out why markets may be wrong in assuming things will return to normal once Iran is neutralised. The chaos may be the strategy. And whichever way you...
