Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
An unintended consequence of the strikes on Iran’s gas fields? Turkey may be forced to import more LNG 🇹🇷 🚢 Iran sends gas from South Pars to Turkey via a pipeline (making up ~15% of the country’s demand) If that’s shut, Turkey will need more LNG to fill the gap https://t.co/iGdVd1N0Cl
Iran appears to be preparing to retaliate after attacks on its giant gas field 🇮🇷 ⚠️ It issued a warning to stay away from a range of similar assets in Qatar, Saudi Arabia and the UAE The inclusion of Qatar (home...
The market is gradually pricing in that this is more than a short-term oil shock. Below: white: oil futures curve, current blue: oil futures curve, a week ago orange: oil futures curve, 6 months ago https://t.co/8wQF3jaa8y
Carbon price directly applied on diesel decreased by 21c/L from 2024-26. It was scheduled to increase to 29c/l. The Food Professor's math assumes that linear increase over time remained in effect. No, it's not the CFR or the industrial price,...
European renewable PPA prices fall 6.4% in February, deals signed for 2.2GW of capacity #energysky -- via pv-tech: https://t.co/joETM0Z3WU
Oil is heading to $150 a barrel. And the people who will feel it hardest are the ones who voted for the man who caused it. I sat down to break down exactly what the Iran crisis means for oil markets,...
Transparent superhydrophobic self-cleaning coating increases solar cell efficiency by 4.75% #energysky -- via pv magazine global: https://t.co/Vg3LeHCex1
Oil for delivery in 12 months is now way above its spike on March 9. Even if the futures curve were a market forecast of prices -- which as @Rory_Johnston will remind us, it is absolutely not -- that forward...
As in decades past, high oil prices are causing fears of recession & pain at the pump. But the shale boom means the US now has the potential to turn a previous vulnerability to a source of strength. My latest with...
China Has Five-Minute EV Charging. America Is Trying to Catch Up China’s BYD touts EVs that can ‘refuel’ as quickly as gas cars, but the U.S. is showing progress too https://t.co/c7k0V2zCCN
Macro: AI power demand supports clean‑energy names. Key: Nvidia GTC feature, 404.7MW pipeline, healthy liquidity. Risk: unprofitable, volatile small‑cap. Trade: consider a speculative long on WAVE after verified project revenue; use a tight stop. — Viktor Kopylov, PhD, CFA More insights:...
Producer Prices - How much oil data (days > $80) is in this PPI inflation data? PPI vs Brent Move -- Zero days above $80 in this Feb PPI print—WTI cruised the entire month between $61–$67 (avg ~$64.50, peak 67.31 on...
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
It's common for the media to refer to lithium as an essential mineral for batteries. This is Trumpian ignorance https://t.co/db4KuTm6Sk
Iran produces 4-5% of the world's total oil supply, making it the 3rd largest producer in OPEC. The best case for this conflict just took a leg lower. At best, this ends in the next 1-2 months and the Strait...
What Stops WTI Crude From Reverting Toward $53? The December WTI crude oil future (Dec26), which becomes front-month just before the midterms, was at roughly $76 a barrel on March 17 and may revert toward $53. Before the closing of the...
Natural Gas $3 or $5 Near Year-End? Risks Appear to Lean Lower - The second consecutive colder-than-normal winter pushed the front US natural gas future to a high of $7.83 per MMBtus in January, and the price near $3 on...
Both sides are now targeting upstream (ie, production) oil and natural gas assets. Is this an attempt to escalate to de-escalate? Or is it simply a sign that escalation is spiralling out of control?
COLUMN: The US shouldn't try to influence energy prices by intervening in the financial market for oil. "... The oil futures and options market isn’t a casino where the US government can self-appoint itself as the house that always wins..." @Opinion...
Macro: US waiver shifts Russian crude to India, squeezing China; grades flipped to Brent premium 🛢️ Drivers: waiver, Hormuz closure, voyage economics. Risks: geopolitics, supply swings. Trade: buy Indian refinery exposure. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Iran said US and Israeli airstrikes hit its giant South Pars natural gas field and associated infrastructure, according to state television. Petrochemical facilities in nearby Asaluyeh also came under attack, it added.
🔴Thoughts on the Future of Energy Markets🔴 The most severe long-term consequence of escalating trade wars, tariffs, sanctions, disruptions involving Venezuela, Iran, the Strait of Hormuz, and even moves like the Greenland interest isn't just higher prices or short-term supply shocks....
GLOBAL OIL PRODUCTION – distribution by density and region. Middle East producers accounted for 31% of global crude output but 40% of medium crudes in 2024: https://t.co/ERNqgOPnnX
Battered by Iranian strikes and the disruption of the Strait of Hormuz, the U.A.E. and some fellow Gulf states now want the regime to be neutered, if not dismantled, once the conflict ends https://t.co/u1v454vp6D
Japan's gasoline price hits a record high 📈⚠️ 🛢️ The Middle East conflict and weak yen are delivering a double whammy to Japanese consumers 👉 Japan depends on the Middle East for most of its oil https://t.co/NMJurOwuQM https://t.co/ivLXm4sdIQ
The path away from Hormuz doesn’t run through Texas It runs through Canada. Not a quick fix, but a slow shift in expectations about where future supply comes from. LINK👇 https://t.co/2f6ouGWWtL #Oil #Energy #Geopolitics #SupplyChains https://t.co/s7N92RBiUl
This isn’t just an oil shock—it’s a full-spectrum commodity shock, writes @glcarlstrom It’s fertilizer, aluminum, helium, plastics, fuel. Block it—and the entire industrial system starts to seize. #Energy #SupplyChains #Commodities #Inflation #Geopolitics
The US is reportedly preparing to pay nearly $1bn to TotalEnergies for cancelling two offshore wind leases. Not to build clean energy. To cancel it — with TotalEnergies committing to gas infrastructure in Texas instead. As @MegaWattXinfo put it: "Ideology is expensive."...
The US now has the production capacity to supply 100% of its energy-storage systems domestically https://t.co/WdSoY7xi2L
Hormuz is a SYSTEMS SHOCK, writes @ctindale Energy → fertilizer → food → unrest → state control. This isn’t a disruption. It’s the exposure of a fragile system built on false efficiency. #Energy #Overshoot #Geopolitics #SupplyChains #Inflation
Australia's clean product imports and their sources, Jan-Feb 2026, as per Vortexa. @AvidCommentator hope this helps. https://t.co/CT2PMrsEGj
This is a key theme for EZ inflation/gas. The curve in gas suggests that EZ buyers hold their nerve, but supply is paramount. The longer it goes on, the higher is the risk that EU buyers will do what...
U.S. power can strike targets—but it can’t control Hormuz, writes @citrinowicz Hormuz isn’t a target—it’s a system, and it favors the disruptor. #Hormuz #Geopolitics #Oil #Energy
OIL: correcting for Touristy PMs to "wonder" and worry about Taco Time We'll provide the longer-term #Quad3 Bull Case for Oil/Energy Stocks on our Q2 Macro Themes at 11AM @HedgeyeTV https://t.co/Q3JztwjwmV
NEW ODD LOTS: It’s the return of the legend Bob Brackett @tracyalloway and I talk to Bernstein’s top commodities researcher about war in Iran and how natural gas flows are being reshaped all around the world. https://t.co/DlSfweVsgl
Energy prices in perspective Oil price currently ~$100/barrel - but well under price in 2022-23 when Russia invaded Ukraine Coal price also up bigly ~$130/ton - but also not as bigly as the insane 2022-23 price in Russian war on Ukraine (price down...
Europe's LNG imports have gone from 3% of gas supply in 1990 to nearly 50% today. We replaced Russian pipeline gas with LNG at record speed. But we replaced one dependency with another. That's why Europe is so exposed. Answer is transforming demand...
The UAE's ADNOC stores crude at KNOC's Yeosu site. The report, if correct, suggests 18 million barrels is what it has in storage there.
Goldman > While not our base case, we would not rule out US export restrictions. If implemented, they appear more likely for refined products than for crude oil.
Products matter as we don’t consume crude but the by products. The Philippines is vulnerable to export bans of not just diesel and gas but also eventually food should the conflict endures.
One has to be out of their mind to buy a petrol car - or bus, or scooter, or heater - today if they're even remotely cognizant of the reality around them ➡️New @EmberClimate report shows 75% of the world is...
Maybe I don’t understand the mechanism fully but is now not the perfect time to decouple the price of electricity from the wholesale costs of gas? Have we reached a break point where renewables are enough of our main electricity...
If you heat with oil you are exposed to sky-high heating oil prices. US heating oil futures are near $4 per gallon and prices have almost doubled since February, driven by escalating disruption linked to the war in Iran and...
Access to electricity unlocks jobs, growth, and better services. But it is not just about access. It must be: ✅ Reliable ✅ Affordable ✅ Productive @WorldBank Read more: https://t.co/wHJ5BOSyke #PoweringAfrica #Energy #AI #WEF26 https://t.co/cPfANbfLFl
GULF STATES want to ensure Iran can never again close the Strait of Hormuz and attack them: https://t.co/dxESxQ3EAf
U.S. court upholds current net billing mechanism, dealing blow to rooftop solar in California #energysky -- via pv magazine global: https://t.co/w0WlbqCtQX
Stabilisation Speed: A Differentiator in Grid-Scale BESS Performance #energysky -- via Energy Storage News: https://t.co/CGZ8HeAHQn
Sell the front, buy the future isn’t a trade—it’s a signal. The curve is too cheap in the back. Today’s SPR intervention is masking tomorrow’s shortage. #Oil #EnergyMarkets #SPR #Macro https://t.co/BTcsYGSuK0
Libya’s largest oil field is going offline. Sharara exports halted after a pipeline fire—full shutdown within hours. Another supply hit in an already fragile system. #Oil #EnergyMarkets #Libya #SupplyShock
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
