Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Every morning
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Me getting ready to catch a lecture about Kharg Island from someone who thought Musk was being aspirational about cutting 2T from the budget so he could 'easily' cut 1T https://t.co/QJ0KEG2k3B
Pakistan’s LNG demand has dropped due to two main factors: 💰 The government hiked gas/power prices, resulting in demand destruction ☀️ In response to high utility bills, consumers and businesses rapidly installed solar panels (highlighted in thread below)
The first five oil shocks since 1970 triggered recessions. The sixth one in 2022 didn't. Now we're in the seventh spike. 🔒 Members-Only https://t.co/E0T0q5vh0c
LGES, Tesla partner on $4.3 billion lithium battery cell plant in Michigan #energysky -- via Solar Power World: https://t.co/5y03qYIGM4
Hawaii’s long-awaited plans to import LNG are advancing… with the help of Japan 🇺🇸 🤝 🇯🇵 🚢 Jera met with US officials about building it a floating LNG import terminal and gas-fired power plant 🛢️ Meanwhile, Hawaii looks to wean its power...
Danish renewables giant crowns royal visit with inauguration of Australian solar farm #energysky -- via Renew Economy: https://t.co/EYo5NkJw0e https://t.co/iKLeVymOsU
Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...
Wales first part of UK to mandate solar panels on new buildings #energysky -- via pv magazine global: https://t.co/WW6h40btPW
EVs helped avoid the use of 2.3 million barrels of oil daily last year. By 2030, that number could more than double to 5.25 million barrels https://t.co/ipPiTXbIvV
No one told Rubio that the United States is blocking oil shipments to Cuba. Trump wants to keep in the dark on this.
PANTHEON MACRO: In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” https://t.co/lFerTyCGCR
If you are trying to get basic, up to date, statistics on the U.S. oil and gas industry - @APIenergy has you covered. Check out our "Industry Explained - Frequently Asked Data Questions" page. Interactive charts that answer regular questions...
An update on a critical chart: Gasoline prices continue to climb, but attention should now shift to food prices, which have yet to follow. Expect policymakers to call it transitory again, even as resource prices — despite volatility — remain elevated by...
Plenty to talk about this week as @MrMBrown and I resume our weekly podcast. Amongst other things we'll be looking at crude oil's impact on markets which could well reverberate for some time #oilcrisis https://t.co/B6h8K0JLAj
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
Iraqi Kurdistan authorities have come under strong U.S. pressure to get this done. Not a lot of oil (~300,000 b/d) but it’s better than nothing.
$UGA Daily. "You're gonna need a bigger jawbone." White House trying to talk down oil & gasoline prices. But gasoline futures ETF still stretching out higher. https://t.co/vicHCJhxQx
Amid commodity chaos, it’s time to learn more about energy markets. One of the best educational resources is Palgrave Handbook of International Energy Economics. Covers everything from replacement value of energy assets to detailed S&D dynamics👇 https://t.co/v8BqCYbaZB
2 main re-routing avenues available to Gulf oil producers are: 1. Saudi East-West line 2. UAE's pipe to Fujairah As of yet, we're seeing ~half of what we hope will be the 4-5 MMbpd of East-West flow. And virtually nothing extra from Fujairah. Theoretical vs...
$XLE Over $SPY Still In Play A fab long recommendation to clients since January - now overbought. But that doesn't mean it's done ;-) #OOTT $WTIC https://t.co/mlMJdgqOFk
"Global airlines sounded the alarm ... over soaring jet fuel prices triggered by the US-Israeli war against Iran, warning of hundreds of millions of extra costs, higher fares and cuts to some routes." Delta fuel costs up by $400mn for March...
Fascinating that the way @energy elects to show oil is with it leaking out of its containers and spilling over ground in what would certainly induce all sorts of fines.
Gonna say it again: there is no EV equivalent for jet fuel... #Refiners $VLO $PBF https://t.co/5A8N3DTrOh
Cuba is engulfed in a nationwide power grid failure. Systemic collapse is coming to Cuba very soon. Full analysis available on Patreon ➡️ https://t.co/VNJoHISo7E #energy #cuba #geopolitics https://t.co/SR0KrsR1o3
Keep Hormuz closed long enough and it is a mathematical and logistical certainty. The only debate is "How long is 'long enough' to make that happen?"
RBOB gasoline futures $3.12 - that's very close to the spike high Sunday night last week https://t.co/x2eJ04zPio
Oil prices climbing to $125 could shift the global economic outlook – Morgan Stanley’s Seth Carpenter @seekingalpha https://t.co/W6t7v236nu
Oil futures having a hard time rising much in anticipation of the scarcity barreling down toward us all when—as we saw last week—jawboning can dump prices by $10 and blow folks out We'll need physical markets to drag paper barrels to...
$USO There's a lot going on behind the CL chart, lots of inflationary stuff we will see as the year goes on https://t.co/QQRYWzhzi2
"If oil stays at $100/bbl for the full year, OBBB tax benefits (+$800 per tax filer) will be fully wiped out, assuming a 0.15% increase in core CPI per +10% in Brent oil. By income group, the bottom 80% will...
Pakistan looks like the Asian energy importer that is most at risk because of the closure of the Strait of Hormuz. More at today's Chartbook Top Links: https://t.co/7rDXmrxVqy
Very good meeting with Greece's Minister of Economy & Finance Kyriakos @Pierrakakis, the President of the Eurogroup, at IEA HQ in Paris We discussed recent developments in energy markets amid the war in the Middle East and the potential economic implications...
oil goes to 200 token costs go 10x all the white collar jobs are saved
Before there was a "cleantech" industry, there was Tim Healy. Tim figured out that he could route electricity through digital switches and create an energy marketplace. Companies could trade and share their energy when they weren't using it, then back it...
There’s a bit of a “Two weeks to stop the spread” vibe when the admin talks about the pain of higher gas prices.
There's a growing bipartisan consensus in NJ for improving the permitting and regulatory environment for additional nuclear power generation. Great to see. There's room on the main Salem / Hope Creek site for additional large light-water reactors https://t.co/rlPo7Lq5dr https://t.co/bVJbEhfghL
The Daily Feather — Shockers Sign in to read now — Oil Shocks, shipping shocks and more… https://t.co/sOMxU9yIid #dimartinobooth #economy #shock https://t.co/H0Lus1itBz
Elon claims that energy abundance can be achieved with only solar plus battery storage. This is just not true, not today and not for the forseeable future. Even just supplying global electricity demand (around 20% of energy) with solar and storage would...
Big oil has its prophets of doom. When it's unhappy, it trots them out to prophesy doom. One such forecast in 2022 was oil would hit $380 because of the G7 price cap. This is lobbying on behalf of big...
PHOTO(S) OF THE DAY: China is still getting (some of) its oil — and Iran its getting (some of) its money. Three weeks into the war, Iran continues loading oil supertankers from Kharg Island. (No damage visible at this resolution) Photo @CopernicusEU...
The first investment in new US coal power in over a decade and more stories on today’s Green Daily newsletter https://t.co/LC43uBvPwp
I’ve found that most wars are filled with surprises, but the stakes of this conflict are obvious: it all comes down to who controls the Strait of Hormuz. We’ve seen this pattern before—with the Dutch in the 17th century and the...
Great piece by @MelissaLawford in @Telegraph on tanker traffic through the Strait of Hormuz and what's going on in global markets. Brent is up 42% from before the war, a big risk premium. As oil tanker traffic picks up, this...
THE ROAD LESS TRAVELED, OR THE WATERS MORE MINED The emerging two-tier system for moving oil through dangerous waters https://t.co/tMC9TJnD8s https://t.co/toqDQepMPK
@APIenergy 's very own Allyson Cutright and Jeff Barron are published in the latest edition of the Association for Materials Protection and Performance's U.S. Pipeline Industry Report. https://t.co/NWJzGkTyTp https://t.co/dIbQDzX74t
If you live in Atlanta, what prices have you seen this week for gas? I’m trying to see something 👀👀
The Brent oil price is up 42% from before the war. This shock has spilled over into all kinds of other things, but what spot and options now markets price (blue) is basically on par with what we saw after...
Germany just refused to join the Hormuz escort coalition. "We lack the mandate." $100+ oil isn't a blip. It's a policy choice the West keeps making by not making one. $WTI https://t.co/hftmXwpdXG
Kate Mackenzie and Tim Sahay at Phenomenal World posted this nice map of the global LNG market. It's featured in today's Chartbook Top Links: https://t.co/hQaQMt4GjH
China's fuel export ban last week is already rippling through the region. Bangladesh, which relies on Chinese diesel and jet fuel, has come out and asked Beijing to honour its contracts. Australia imported a third of its jet fuel from China...
