Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
While crude for next month delivery is still well below the Monday highs, crude for delivery in 12 months is almost back to its recent peak https://t.co/SGyTj8k9S6
German Chancellor Merz: "German federal governments had previously decided to phase out nuclear energy. The decision is irreversible. I regret that, but that's how it is." https://t.co/OSSLMzCnUF
in fairness this is the only correct answer, if Bessent says "$xyz" then the Iranians have every incentive to act in a manner that drives oil prices to "$xyz"
Snapped a pic of this sign last week near Colfax, WA. Yet another example of the global backlash against Big Wind. https://t.co/YgsdrZqwZd
Thank you to Prime Minister @GiorgiaMeloni of Italy for her and the Italian government’s support for the @IEA’s largest ever release of emergency oil stocks to address the major market disruptions stemming from the Middle East conflict https://t.co/njWNOSd5hu
I don't know if the peak oil price will be $125 or $225 but I strongly suspect on a time basis it comes in the next 4-6 weeks, and markets will trade differently after that peak (like June 2022).
Nothing new here, and cycles matter + drivers/duration, but I'd note in more durable moves you can repress or disinflate, but you can't do both. The room for repression is def far less, the durability and duration of the drivers in...
Cramer getting sassy about Iran not having the cards to force oil to $200/bbl by citing the US experience in the... Vietnam War? I've LITERALLY NEVER BEEN SO BULLISH. https://t.co/d8799zIp8i
calling all grid nerds exciting time to be working on hardware, software, and marketplaces that will make the grid more resilient
Brent closes the day above $100 a barrel for the first time in three and a half years. Note: during the 2022 crisis, Brent settled above triple-digit level for 110 days. So far in 2026, just one day.
Brent crude has traded in a $47 range since late February. $73 to $120 and back to $96. That's not a market. It's a seismograph. Nobody has conviction. Everyone has exposure.
Brent crude price, Iran-War-to-date My expectation is that this rough/steady slope will hope, grinding $3+/bbl higher each and every day this crisis persists, always with the possibility of big lurches higher should Iran successfully take out major regional oil infrastructure. https://t.co/nwGMcg7rja
Trump: So when oil prices go up, we make a lot of money. Energy Secretary Chris Wright on high oil prices: So overall for the US economy, this isn't bad news. Average American at the Gas Pump: High prices suck.
Having a major oil installation in the middle of the Empty Quarter (yes, its called that for a reason) is annoying, especially if you want to go out to eat after a long day of work, but its helpful when...
Cannot agree more. DO NOT end US oil exports. Our integration into the global oil market is essential. Protectionism would be a horrible idea right now.
In the last 15 years, we've gone from a pipeline discussion where pipelines don't matter because "the oil will get to market no matter what" (trying to squash Q's about induced ghg emissions, mostly) to "people will produce more oil...
🚨 Mid-week Iran War and oil market update for Commodity Context subscribers. More regular coverage of the acute volatility across the increasingly strained oil complex in Oil Context Weekly tomorrow. https://t.co/lvkkTTJr9s
Gas prices are up 22% in the past month, but that's for regular unleaded. Diesel is up 32% -- and that's a pass-along price that can impact what we pay for lots of goods.
Over the past 25 years anual average REAL TERM Brent oil prices were > $100/b in six separate years and were >$150/b four of those (2008, 11, 12, 13). So by historical standards, today’s oil prices aren’t particularly high yet.
U.S. Navy Won’t Be Ready To Escort Tankers Through Hormuz For Weeks Escorting oil tankers in the strait is an incredibly high-risk mission, and might not even be enough to ensure their safe passage. We are live updating: https://t.co/ofZdY79JtI
in case you're unaware: matt started a company called aalo that's making nuclear reactors to provide unlimited energy. they turn on a reactor THIS YEAR. modern nuclear is almost here. they solve the problems of slow build times and safety....
There also is a world market for oil. When oil prices go up in Europe and Asia, people here pay more. Even a Trump-Energy Secretary should know this.
The U.S. had a long history of regulating oil markets, in part to ensure spare capacity, @NeilAtkinson58. That approach was codified in the 1975 Energy Policy and Conservation Act (EPCA). Repealing the export ban in 2015 marked the real break. Markets are great...
Solar does not care about the Strait of Hormuz. Oil flows through chokepoints. Solar follows a learning curve. Great piece @azeem https://t.co/QqddYuyh9a https://t.co/4dYcRUXdI4
Someone has opened a $8,390,000 Oil short position today on Hyperliquid. Liquidation price: $147.94. https://t.co/LxECXDypMz
U.S./Iran war is not (yet) an oil shock Oil futures prices have increased by more than a third since Israel and the United States attacked Iran and almost two-thirds since the start of the year but the increase is not yet...
Oil didn't buy the "supply of reserves" news. Why ? It was already priced in. What's next ? Well , it's a 🧵 1/1
The chart below shows the national average retail gasoline price from an AAA Motor Club survey. Yesterday was day 11 since the war started on February 28. The middle panel shows the 11-day dollar rise. The current 61-cent rise was exceeded...
America’s Strategic Oil Exports @WSJ Great and important read. I still believe the WSJ Editorial Board does some of the most balanced and informed analysis in the media. https://t.co/sxJ6f76VCl The International Energy Agency said Tuesday that its 32 member countries will...
I don’t think Pennsylvanians understand how big of a deal this is for the health of our state. This would ultimately be a soft ban on fracking in the state. When comment periods open later this year, we have to...
Trump advisor to @axios: "There's plenty of oil. It's just getting it on the market that's the thing." Uh yeah, that's how oil works. https://t.co/LilosSuv3P
If the regime holds on, what is to stop its missiles and drones from threatening tankers through the Strait of Hormuz? Its ability to impact energy prices would be enormous. https://t.co/Xu1MLsUQXz
Saudi Arabia is booking more and more super oil tankers at sky high rates (>$450,000 a day vs pre-war levels of $100,000 a day) to shift crude from the Red Sea into global markets.
NEW: Russia is earning up to $150mn a day in extra budget revenues from oil sales amid price rises thanks to the US-Iran war. Moscow has so far earned $1.3bn-$1.9bn from taxes on oil exports and could receive $3.3bn-$4.9bn in total...
IEA reserve requirements set on the basis of national net imports. We're not a net importer. Our net exports were smaller during the CPC time in gov't. Was a strategic reserve built up during that period? Contemplated?
US crude #oil is up nearly 10% - second largest day's rally for the commodity in four years. Looks like the implied volatility was giving a portentous signal ahead of time. It wasn't like the closure of Hormuz was surprising news......
Who's the "we" in "we make a lot of money" @atrupar Oil companies make a lot of money. "We" pay a lot more money for everything & "we" lose our jobs. Good deal. @Ole_S_Hansen
EU weighs looser carbon rules, state aid to cut energy costs https://t.co/ZZlkBSlSdq via @E_Krukowska @AlbertoNardelli @europressos https://t.co/V7T7n7KnxM
If Hormuz flows do not resume for a month, that's the worst-case disruption duration my colleagues at @RapidanEnergy and I modeled last June when we mapped out a US-Iran conflict on global oil and LNG markets and prices. We modeled disruption...
That sound you hear is the widening of the K-Shaped economy - this time between the owners of energy assets and the consumers of energy assets.
The Trump administration has told U.S. oil companies and shipping groups to prepare for a potential waiver of the Jones Act https://t.co/X46i7aSDwu
Trump shifting his own feedback calculus: high oil prices are good now. Let's see how long that lasts.
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
NEW: Batteries and energy, not robotaxis and humanoid robots, are Tesla’s best business bet https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/
If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will...
US is still a net importer of about 2 million barrels per day of oil, roughly back to 1990 levels. https://t.co/p77J48rR7V
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
