Energy Social Media and Updates
Energy Social Media and Updates
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
If an oil export ban is coming, they should grant export licenses to anyone increasing production
Big thanks to @Aaron_Krolik for including me in this great @nytimes story on how Russia is a major beneficiary from the sharp rise in oil prices. Temporary US waivers of Russia sanctions are de-stigmatizing Russian oil and giving Putin a...
JUST IN: 🇮🇷🇺🇸🇮🇱 Iran announced that if Israel and US once again attack the Iranian energy infrastructure they will destroy all the infrastructure in the middle east for good “We warn the enemy that you made a major mistake by attacking...
Surging Crude Oil Prices: The geopolitical unrest caused Brent crude oil prices to spike past $115–$118 per barrel. As a major energy importer, this poses a significant risk to India's inflation outlook, the rupee, and corporate profit margins.
This is not good news for an already strained global energy market. The longer this goes on the more long-term damage will be done to oil production that will take markets longer to recover from. Oil prices will not “drop...
“The price of Brent crude surpassed $118 a barrel on Thursday, an increase of nearly 10 percent, but has since pared some of those gains.” https://t.co/Z9YDmbtUW3
$3.19 RBOB gasoline futures imply $4.10 AAA average gas price in a couple weeks https://t.co/7IwQpsyBoY
Pleased to meet with Ambassador of China to France Deng Li at the @IEA headquarters in Paris today We discussed the importance of international cooperation to stabilise global oil markets for the benefit of all countries https://t.co/ykUkaiugbV
Spain's renewables build-out has structurally decoupled its electricity prices from gas markets. Gas now sets the price in only 15% of hours, compared to 90% in Italy. Countries that invested early in clean power are far less exposed to...
Disruption of LNG supplies from Middle East showing what an excellent idea it has been from our wonderful political class to run down the North Sea.
Airlines have been warned that they will face jet fuel shortages as soon as next month, risking flight cancellations
Brent soars 6%... now $16-$17 above WTI... Gasoline futures jump another 8.5 cents... Gold and silver destroyed https://t.co/qLglGU9Cbr
Brent is up 70% in the past month. This prices Strait of Hormuz tanker traffic at half its capacity indefinitely. With the Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at...
Size and scope: Each week the world’s largest liquefied natural gas plant remains shut, the world loses the equivalent of enough energy to power Sydney’s homes for an entire year. https://t.co/ng7ClUwXEF
Rupert's newsroom--not editorial board--is all hawkish: "Trump is pressing aides and allies to find ways to reopen the Strait of Hormuz as gas prices rise. His best bet might be the U.S. Marine Corps." What U.S. Marines Can Do to Help...
😬UK gas prices just hit highest level since 2022😬 At current prices… * New wind & solar from latest "AR7" auction would cut the bill for UK gas imports by £5.5bn/y * A single (1) home heat pump would cut bill for gas...
NEW DELHI, March 19 (Reuters) - Russia will continue to supply energy at market prices without any consideration for Western sanctions and will offer mutually acceptable payment practices, Russian Deputy Energy Minister Pavel Sorokin told Reuters on Thursday.
China telling Southeast Asia it's ready to work together on energy security is a little... strange... given they're also banning all fuel exports (something Beijing has yet to publicly acknowledge) https://t.co/tm36jPLTKT
Average US gasoline prices have surged 37% since the January lows, rising to the highest since 2022. The absolute price level, $3.88, is still within the range of normal from a historical perspective. But it's rising at an rapid clip,...
European gas buyers need to panic ... now. Brutal for the more price elastic EM buyers here.
European natural gas prices keep on rising and have now more than doubled )+134%) in just four weeks from €29/MWh on 17 February to €67/MWh today. Geopolitical tensions and wars always drive up gas prices. Not a bug in the system....
March 19 (Reuters) - Oil giant Saudi Aramco's SAMREF refinery in the Red Sea port of Yanbu was targeted in an aerial attack on Thursday, an industry source said, adding there was minimal impact
MUST READ: Coal remains king — even in 2026. "... Across Asia, a sharp drop in liquefied natural gas supplies is pushing major importers back toward coal, undermining LNG’s long-held role as a stable energy anchor..." https://t.co/MZqvZYa8RD
Reserves shouldn’t be for cushioning prices at this point… you may never know with the madmen bombing everything in the Middle East, there may be no fuel coming in at all… the reserves are for such times…. If it was...
UNITED STATES signals de-escalation after strikes on gas sites in Iran and Qatar threaten to send war into new and more damaging phase: https://t.co/M624CwIJgU
European gas prices surge 30% after Qatar said the world’s largest LNG export plant was damaged in an Iranian attack (Still TTF futures are far from the record highs of 2022) https://t.co/FC5b6KjHpJ
The process for Energy East had to be suspended when a TC consultant violated conflict of interest rules. It was then delayed again because TC changed the design. TC then cancelled the project to pursue KXL. Who do we blame?...
The Canadian approval for Keystone XL was completed in a little more than a year, 15 years ago. It has been rejected, rejected, approved, rejected, and approved again in the US since that time. It remains unbuilt. It's proponent, TC...
AER now explicitly validating what our @FSS_Au work's been demonstrating for several years: more wind and more batteries pushing wholesale prices down and opening the door to actual bill cuts, even with fossil‑fuel risks still in the system https://t.co/h1G2Wmrare
Keystone XL was approved on the Canadian side. The US rejected it multiple times. TC cancelled Energy East to double down on the US.
North Sea Dated jumps above $112/bl as Europe absorbs delayed supply shocks from the Mideast war. https://www.metalnomist.com/2026/03/north-sea-dated-benchmark-hits-highest.html
Asia's Russian fuel imports poised to hit all-time high due to Middle East disruption https://t.co/VUFUxd0Npq
There's no way that shortly after tweeting this, the admin would destroy international confidence in the reliability of the U.S. as an energy exporter by restricting oil exports? Right?
It isn't just about higher crude anymore , as various petroleum based products are soaring. We discussed this on the latest Facts vs Feelings, complete with St Patrick's Day gear and some I'm Shipping Up To Boston 🎶 🎵 https://t.co/zEoEFfsk2d
Iran inflicts ‘extensive damage’ on site of world’s largest LNG facility in Qatar https://t.co/UY9zOAW5bK via @ft
The Economist: China cannot escape the energy shock—Despite renewables and reserves, it will suffer https://t.co/hzNezKxOUo
Trump threatens to “massively blow up” the South Pars gas field if Iran targets Qatar’s LNG plant again https://t.co/PMXMDF4Glg
This won't lower gasoline prices. The issue is overall global supply and not acute domestic shortages caused by transportation shortfalls.
Lots of chatter in the oil market about whether a Saudi refinery in the Red Sea was attacked or not. One thing, however, appears clear: crude loadings at Yanbu and Al Muajjiz continue as normal, with 4 tankers getting their...
Cosco tankers positioned to exit Middle East Gulf as speculation mounts over Hormuz crossing ▶️Cosco and China Merchants shares rallied on unverified reports that Chinese shipowners have been told to prepare for Hormuz transit ▶️Seven Cosco tankers are gathered in central Middle...
Concerns mount over rate hangover after wartime tanker boom ends ▶️Global seaborne crude liftings volume plunged last week; alternatives to MEG are replacing only half of lost VLCC tonne-mile demand, according to Vortexa ⏩️Oil at ses is down ⏩️Nobody will keep oil at...
Qatar is dealing with a fire at Ras Laffan - home to world’s biggest LNG export plant 🇶🇦 🚨 This is due to a second attack by Iran in the last 12 hours
Brent crude is trading around 110 while WTI (US-benchmark) is under 100 per barrel. The current Brent-WTI spread is hovering around $12, the widest it has been since April 2020 https://t.co/Ll4QYHc69V
We have entered a new phase of the war. It is now energy infrastructure damage and destruction, not just precautionary shutdowns. The aftershocks are going to be felt for months, possibly years.
New paper: Repowering existing U.S. wind farms with newer turbines could double current output so that the U.S. could meet up to 21% (instead of 10.5% currently) of electricity demand from wind. Paper: https://t.co/WSQ69VU0c5 Article https://t.co/aApXUcPvjp
ConocoPhillips and Exxon were among oil companies that snapped up drilling leases in northern Alaska’s mammoth petroleum reserve in a record auction that drew $163 million in high bids https://t.co/NUsLfZlynk
This is a remarkable chart. Oil surges like the one we’ve seen recently have consistently preceded recessions. Chart by @thierryborgeat https://t.co/GpMNhNl06Y
70% (53 of 76) of all days and 26 straight in 2026 on the California ISO have experienced >100% WWS for part of the day, averaging 3.2 h/day among all 76 days. Gas down 61% in '26 v '23 Batteries up 329%,...
Iran has successfully broken through Qatari air defenses for the second day in a row, this time striking the globally significant Ras Laffan energy complex. The strikes come after Iran’s own natural gas processing plants along the shared North Dome/South Pars...
Qatars industrial complex housing the world’s largest LNG export plant suffered “extensive damage” after an Iranian missile strike 🇶🇦 ⚠️ The plant provides 20% of global LNG supply, and was shut earlier this month. But a delayed restart (due to...
