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Daily
Every morning
Weekly
Tuesday recap
In my latest @ColumbiaUEnergy Energy Explained blog post, Neelesh Nerurkar & I argue that restricting US oil exports, once again reportedly being discussed in DC, would backfire—offering little relief to US consumers while imposing more significant economic and geopolitical costs
This is the US off-ramp plan. However the best solution for the west is a joint securitization of Hormuz (secures the strait, makes control over Iran permanent, and creates leverage towards China) US is unlikely to do this alone, thus they...
Do you remember when oil prices topped $150/barrel in the wake of the Libya strikes in 2011? And stayed above that price for most of the next two years? OK, you may not remember it because you probably weren't thinking about...
If Hormuz is still closed in a month (it likely will be), this is going to turn into "We are doing more not-QE RMP's into an oil spike, but we are NOT monetizing deficits" so fast that investors heads will...
Not looking good. Crude exports down between 25% and 67% from the Middle East, depending on country
Several "dogs that didn't bark" in one headline: -Iran warned ahead of time it would hit Ras Laffan. -It fired five missiles (which it is said to be running out of.) -Four were reportedly intercepted, but one got through. -Investor consensus remains...
Hey Europe Get ready to spend big at the pump The chart suggests $141 for North Sea Brent But that is the price you pay for being idle on Iran due to your #TDS You would have supported Obama and What's His Name (he...
Israel has hit Iranian energy infrastructure for the first time; the strike hit a processing facility tied to the South Pars gas field, which could lead to major electricity shortages in Iran within days. Access my daily coverage of the...
Q: the question is whether we are concerned about Diesel prices. Powell: shakes his head before answering. I gather Powell's preferred commuting vehicle ain't no truck.
"Extensive damage"...have to see where this is exactly, but doesn't sound like Qatar's LNG is coming back soon
Where do you get your fake prices though? Make your arguments using truths, not fake figures… South Africa has a bigger lag in fuel prices, the hikes are projected for April and there will be a big jump…. Ask Trump to...
Powell seems to have a strong handle on the thinking of oil companies, and what would catalyze further drillling
Powell says US oil companies won't raise production unless they believe oil price shocks will be persistent and they don't believe this. Why can't the Fed say the same?
Oil companies going to make reasoned judgements about prices before boosting production a ton
Someone needs to ask about what happens if sustained high oil prices leads to *higher investment and hiring*
U.S. CRUDE OIL imports into the Gulf Coast (PADD 3) surged to the highest for almost six years last week as refiners and traders prepared for a possibly prolonged disruption of exports from the Persian Gulf. Crude imports into the...
Somewhat heroically presumes they will be "forced to defend it" rather than just accommodating Iran ... which is essentially what some of them and other key consumers were already doing?
The Madagascar?-flagged 74k m3 LPG tankers just entered the Persian Gulf, swinging through the Iranian Checkpoint. https://t.co/flNbjNxP6L
Iran’s Energy Infrastructure Is Now On The Targeting List The attack on the South Pars gas field puts Iran's energy production, which is critical to funding the Iranian government, in the crosshairs. https://t.co/wO4BOtxxHy
Emerging Asia is sprinting toward electric independence to crush fossil fuel fragility. Fossil fuel wars will only accelerate this trend ➡️Viet Nam: 38% EV sales share, ahead of EU ➡️Singapore: Leading the charge at 50%+ share ➡️Indonesia: 15% share, more than US ➡️Thailand: 21%...
Crude Oil Adjusted for inflation the price of Crude Oil is cheap even at $94 Not inconceivable to think about $200 Crude $CL_F https://t.co/AA3Vu3G1AF
While Brent — the most commonly quoted crude oil benchmark — has been surprisingly well-behaved, Gulf oil prices have gone stratospheric. And JPMorgan’s oil analysts worry this could be a harbinger for the rest of the oil market. https://t.co/fD6tZ9vW81...
I know I am piling on here, but a reminder to those of you just tuning into oil markets... The Futures Curve is NOT a forecast... https://t.co/gyYIbj3Xqa
Reminder: Not all crude oil is the same. The U.S. produces mostly lighter and less sulfurous crude oils, but imports heavier more sulfurous crude oils to better match what U.S. refineries are configured to process. https://t.co/NF6jnZrdrY
If Powell focuses more on the upside risks to inflation ( which is likely going to be the case ) I believe Oil can see some initial downside on this due to possible future demand contraction concerns. If that becomes the case...
Ouch. A standard estimate (ballpark) is ~ 10 mbd/ 10% of world supply is now off the market. Some elasticities were closer to -0.1, which implies a price hike of up to $100. This elasticity would...
$UKOIL - Brent oil is significantly outperforming WTI oil for obvious reasons. Both topped around $119.50 last Monday, but while WTI has only reached $98 today, Brent reached $110 at today's high and is close to the 78.6% retracement of...
When I started working on UK energy in 2007, fossil fuels provided ~78% of electricity. Coal alone: 34%. Wind & solar: less than 2%. Today: wind & solar 33%, fossil fuels 28%, coal 0%. The chart below tells the story better...
Israel's reckless escalation in attacking Iran's South Pars gas facilities - hitting onshore processing facilities for Phases 3-6, gives Iran plausible excuse (if it needed it) to hit back against regional energy facilities Neutrals & world energy consumers will suffer https://t.co/Kx7MytxmEn
Another exponential growth multiplier... more energy that twice as efficient. According to Peak Energy, its system cuts the lifetime cost of stored energy by an average of $70 per kilowatt-hour. That’s roughly half the total cost of a typical battery...
russia sending two shipments of oil. and gas to…cuba. will president trump order interdiction? i’d say pretty good chance he will.
Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official yesterday on background. I can’t share...
20% of global oil flows through the Strait of Hormuz. It's been disrupted for 3 weeks. IEA released 400M barrels from reserves. That tells you how serious this is. https://t.co/KrxQw3KVSX
AEMO is a product of the 90s. Its governance needs to reflect the world we’re in now #energysky -- via Renew Economy: https://t.co/omZiYyslB7 https://t.co/osBifA9CrV
Today on Volts: Kunal Girotra applied the lessons he learned from starting Tesla's home-energy business to Lunar, a startup sells simple, modular home battery & software systems. The idea is to make solar panels, smart devices, & VPPs "plug &...
it is true that 2026 is seeing the most sudden shock to oil and gas supply. But both 1973 and 1979 had a very significant effect on long-run output as well. More featured on today's Chartbook Top Links in the...
How Solar Is Getting Squeezed in the Iran War #energysky -- via Heatmap News https://t.co/3AYDpzdzgD https://t.co/toxamsnCxs
Brent crude oil prices surge to $110/barrel. Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets."
Beazley to acquire kWh Analytics to expand renewable underwriting #energysky -- via pv magazine global: https://t.co/wCWG390fQB
War is inflationary. And these oil prices are before Iran retaliates on: Ras Laffan refinery – Qatar Samref oil refinery – Saudi Arabia Al Hosn gasfield – UAE Jubail petchem plant – Saudi Arabia Mesaieed petchem plant – Qatar #RefinedProduct #oott
Don’t manipulate oil markets—it breaks trust, writes @JavierBlas Reality is that markets are tools of statecraft Adapt Yer old road is rapidly agin’ Please get out of the new one if you can’t lend your hand For the times they are a changin’ https://t.co/fHTiisI5hk
Companies in the UK and Germany have received more inquiries for solar panels, heat pumps and EVs since the Iran war started https://t.co/JQoD10Lhq6
I think this is the most important question to understand moving forward. Asked @BobEUnlimited about what his checklist looks like for when oil shocks flip from inflation to demand destruction
Airplane-Style Wings Are Powering Cargo Ships While Cutting Fuel by 80% by @BrianRoemmele #Technology #Innovation #EmergingTech #TechForGood https://t.co/5gzM052vij
Strategic and economic value of oil and gas are still high...in case anyone thought they weren't.
This would be very difficult for Asia. But, Aramco will still be able to get crude out to the Med by going from Yanbu to the Suez Canal and/or SUMED pipeline. Unless Houthis start shooting missiles at Yanbu & Jubail.
WTI is about to cross the $100/barrel threshold. Would love to hear from CEOs of US domestic producers about their calculations right now. $OXY $EOG $DVN $FANG Contenental, etc. #oil #IranWar #oott
geopolitical risk premium for investing in a joint venture in the Persian Gulf just went up
EIB to finance 290MW solar PV and 350MW BESS Italian portfolio #energysky -- via pv-tech: https://t.co/ivC4mfMTQa
Two Weeks After Explosion ‘Arctic Metagaz’ Drifts Back Into Libyan Waters Amid Continued Fears of Explosion and Environmental Disaster https://t.co/n4aj6QgBB1
