Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
U.S. government acknowledges oil prices will likely continue to rise until Strait of Hormuz is re.-opened: https://t.co/3Db7xAQBDO
Goldman on negative growth impact on Europe and UK from the energy shock > https://t.co/8QpnqMeUnL
Iran War Energy Crisis: How Long Will India Stay Exposed to Global Insta... https://t.co/JcyDp1BD9k via @YouTube
As the #Strait_of_Hormuz closure enters week three and continues to drive oil prices higher, here's a list of at least six mitigating attempts by Washington, and their impact : 1⃣ Tried to downplay the closure, saying war will be over "very...
♦️Here’s a striking example of how a closure of the Strait of Hormuz can reshape global oil flows—and how Saudi Arabia can rapidly adapt by diverting supplies from its eastern fields to western Red Sea terminals. ♦️A VLCC oil tanker was...
"Trump is also weighing a seizure of Iran's critical oil depot on Kharg Island — a move that would require U.S. boots on the ground — if tankers remain bottled up in the Persian Gulf, U.S. officials say." He realizes that...
Context is that China needs oil from Iran. The cacth22 is: 1. China helps: USA wants to get a fast offramp and avoid boots on the ground - will happen if China helps (then Russia is in a Catch22). China is unlikely...
And we have the @FoodProfessor spreading more misinformation. The carbon tax has *never* applied to on-farm diesel. https://t.co/r23JyHnPNU
Quick explainer of how the Food Dude's math is wrong (again) today: when you think about the impact of carbon pricing on fuel costs (diesel in this case), what matters is which parts of the supply chain are covered and...
$XLE - I know I've been posting a lot of "bearish" type charts. Fun Fact - I'm Bullish Energy Fun Fact - It makes up ~3% of the S&P 500 It's only the other 97% that doesn't look good. NBD.... https://t.co/KFRYNMe8KS
Two wind storms in three days. We only had power back 24 hours before we lost it again. My Generac sure has paid for itself.
If you're placing bets on who is getting the math correct on carbon pricing, may I remind you that this tweet is still posted.
At risk of sounding unkind, for the global economic impact, it matters where oil demand destruction happens. The GDP hit — and spillover — isn’t the same if it occurs in a small economy like, say, Bangladesh, than if it happens...
Show your work, Sylvain. When you get to the part where you applied the $110/t carbon price to combustion emissions from diesel fuel, you'll have found your mistake. I really hope you'll spell it out so everyone can see that...
Iran's supreme leader says the Strait of Hormuz should remain closed. Tankers are burning near Basra. The market is treating this like a temporary disruption. The IEA is treating it like a structural one. Someone is wrong. https://t.co/VEZoi3Wz44
This is going to be fun. Spoiler: the only way you get a linear relationship from 2023-26 is if you assume the carbon price applies to combustion emissions consistently over that period. Carbon price hasn't applied to combustion emissions since...
Crude Oil Futures started trading in 1983. The 48% spike over the past 2 weeks was the 2nd biggest 2-week % increase in history. From $67/barrel to $99/barrel... Video: https://t.co/P29a0c5vMR
MAP OF THE DAY: While the Strait of Hormuz remains largely closed (other than a few tankers, notably from India), the Red Sea is witnessing the arrival of an oil tanker armada to the Saudi terminals there. (Tracking via @TheTerminal) (Blue...
If you want to understand the issue w diesel prices, here's a graph of the emissions in a barrel of diesel from production to combustion. The changes in the last 13 months have eliminated the tax entirely on combustion emissions,...
UAE's Fujairah resumes oil loadings after attack, sources say. Oil is still expected to open higher when trading resumes tonight https://t.co/PPrPe2zMLy
Why do Texans pay 23% more yearly for electricity than Californians although the price of electricity in California is over twice that in Texas? https://t.co/JGaEoLb0aa https://t.co/eQRqKA42vz
Goldman just raised US recession probability to 25%. Oxford Economics says $140 oil triggers recession in the eurozone, UK, and Japan. Brent is at $100 and the Strait of Hormuz is still closed. https://t.co/7yjIA43hkG
Australia is lobbying for more overseas investment in its gas resources as the Middle East conflict riles energy markets 🇦🇺💰 https://t.co/GpZPpkrjwB https://t.co/pVWyatVjys
Wind Power Returns: Cargo Ships Harness the Breeze Once Again by @QuantumTech_X #Sustainability #RenewableEnergy #CleanEnergy https://t.co/l5I1nuSoYx
The industrial carbon price doesn't apply to diesel at the pump. If you think it adds 30c/l to the cost of production and refining (where it actually applies), you simply have no idea about the emissions profile of a litre...
Has he really been writing on this for a year thinking that trucking is covered by the industrial carbon pricing regime? They're not. Large, point source facilities are covered and that does not include trucks nor does it include most...
Quebec's carbon price applies to diesel fuel. The federal carbon price does not. Truckers, from the perspective of carbon pricing, were consumers. The carbon price for consumers was zero-rated a year ago.
IEA has provided an update on the emergency oil stock release, with details on timing, regional split, and crude/product split. Asia stocks will be released immediately. Europe / America only at the of March. Still missing is the flow rate, however....
Everyone is talking about energy and oil. Here is matching oil type, supplier and buyer as illustrated. More featured on today's Chartbook Top Links in the comment below. https://t.co/9AaIiv57Qe
IEA countries have now confirmed their contributions to our largest ever oil stock release This brings unprecedented additional volumes of oil to the market from 16 March onward. However, opening the Strait of Hormuz is vital for a return to stable...
Here we are again. In 2022–23 Europe spent €800bn subsidising fossil fuels to keep energy bills down. Imported fossil fuels mean volatile prices. The real solution is not new suppliers but a shift to clean energy. https://t.co/c6n2Q03PO1
"This month’s attacks on Iran point to a sixth global energy supply shock, but the rise in crude oil prices to date does not represent a shock of the magnitude seen in earlier episodes. At $100bbl, Brent crude is less...
I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it...
Air-based photovoltaic-thermal system can achieve significant energy savings in buildings #energysky -- via pv magazine global: https://t.co/8Kr4yYWSUZ https://t.co/g2KHuOb4Q1
The WSJ reports: "The U.S. economy is less exposed to oil shocks today than in prior decades." But, today’s economy shows strain in airlines, farms, autos. Airlines face soaring fuel costs. Farmers face higher fertilizer prices. Rising gas prices threaten US autos. https://t.co/bOpYCs0pCD
The central focus of The Trump War being oil access and delivery and control against this backdrop of climate impacts from fossil fuels…
The @wsj on one of the most sensitive prices across the economic, political and social landscape: “Average regular gasoline prices nationally were around $3.68 a gallon on Saturday, according to AAA, a 23% increase from before the war started at the...
Last Sunday night, after being hugely complacent, the market was panicking and Brent briefly went to $120. But then Trump said war would be over soon and it fell back to $80. Oil isn't a one way trip here. There's...
A whale has opened a $4,771,000 Oil long position with 10x leverage. Liquidation Price: $97.4 https://t.co/8OPXJ2x8ho
I’m really concerned that when people take this one step further and learn that the US is actually selling oil to other countries that the public’s demand for an export ban will become overwhelming.
We have the technology to implement this improvement over the generator interconnection process in many ISOs. Study cost can be accelerated and should be put into a real-time posture using AI.
India used to import 50% of its oil from Iraq, Qatar, Saudi Arabia and UAE (blue). All this oil had to transit the Strait of Hormuz and - recently - this is down to zero. It's this massive hole that's...
Press the translate button. Remember what I mentioned before: The resumption of oil exports form Northern Iraq was forced by the Trump administration. None of the parties are happy, especially the KRG.
So to speak.... “Even the possibility that a hostile power could choke traffic in Hormuz—by far the world’s most vital energy and commodity artery—was considered to be absurd,” McNally told Fortune, largely because it hadn’t happened before. “When I would tell...
🔴Watch oil prices: In past geopolitical conflicts, stocks were negatively correlated with oil. The longer the conflict lasted and the higher oil prices went, the deeper the drawdown, with the worst being -19.3% during the 2011 Libyan Revolution 👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
COLUMN: While the price of Brent and WTI crudes remain well below their record high, the cost of fuel oil has surged above the 2022 and 2008 peaks. The surge is a big problem for the workhorse of globalisation: the container...
Good news on a Sunday and in times of an energy crisis: the number of heat pump installations in the UK last year was over 4x higher than in 2020 new government figures confirm. https://t.co/CsxB2ff5P9
Italy explores nuclear return after 40 years as energy costs hit https://t.co/fQurGswR6n via @Alemrome @Al_Brambilla @donatopmancini https://t.co/Cq5A96SJHB
Here it comes. Covering : - US Strike on Iran's Kharg Island - Impact on USOIL & trade idea with targets - Why Gold ( XAUUSD ) isn't moving higher & whats next for it - Stagflation update & its impact - US Indexes update &...
Good Morning from Germany, where petrol prices have reacted much more sharply to the oil shock than in the rest of Europe. Excluding taxes and duties, petrol currently costs about 94 cents per litre at the pump in Germany, compared...
