Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
$USOIL - As I've already stated I think that a major top is already in, but whenever a commodity goes parabolic, it usually doesn't collapse in a straight line, but retraces a significant portion of the initial decline. The upside targets for the next short term top: 50% - $98, 61.8% - $103, 78.6% - $110
Summary of my argument: "Decades of investment in efficiency, domestic production, and renewable energy have made the U.S. economy far more resilient to global shocks." Therefore, let's keep implementing those energy policies --now is the worst time to give up on efficiency,...
Oil is still well below its highs from the extreme buying that we saw early Monday morning. But if it closed here for the day, it'd be its highest close yet.
I want to see a report demonstrating that the “construction phase” of a new nuclear power plant will NOT involve anywhere near $9.3 billion in “economic impact.”
UK government estimates from 2024 of remaining oil & gas resources in the N. Sea posted today. Source: https://t.co/MdBiDA5rEo https://t.co/UWUhPViK5S
U.S. comparative inventory rose 1.5 mmb for the week ending March 6 Crude C.I. rose 1.8 mmb, gasoline rose 1.5 mmb and distillate rose 0.9 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/bXRNoEFCkI
The impact of the war in the Middle East on energy: We should fix the roof when the sun is shining not when there's a thunderstorm. Only when we shift energy demand from burning fuels to using electricity from clean power...
#Oil Energy sector stocks in the S&P 500 relative to the broader S&P 500 index. An attempt to break a 10-year trend. https://t.co/LW9Rg4lDI8
Prediction markets think WTI futures haven’t peaked yet Market-implied odds of maximum price of front-month contracts this year https://t.co/KJycyDttIE https://t.co/obrkd1ueUb
All eyes & hopes rest on the 2 main oil ports of #MinaAlFahal in Oman and #Fujeirah in UAE if any of these continues to be impacted then it's serious for oil prices. ميناء_الفحل #ميناء_الفجيرة#
Why are oil speculators assuming this war is short and irrelevant? Yesterday I talked to an energy analyst I highly respect, and he waved off the Iran situation. Oil/gas markets are dynamic and flexible, he posited, they can handle it....
...and yet, the Strait of Hormuz is STILL closed, for the 13th day. Why? 🤔 At some point, investors are going to understand why this is; when they do, it is going to be very bad for both stocks AND...
JUST IN: 🇺🇸 United States says Navy is not ready to escort oil tankers through the Strait of Hormuz. It would be 'suicide'. So the war wages on while Trump sends ameteur AI videos from the WH to evoke fake gamer...
It's pretty amazing that the Trump administration only bought 20MN barrels of oil given oil averaged in the low 60's.
The War Escalates and Markets are Unimpressed with IEA Oil Move: The Middle East war is escalating. The market seems unimpressed with the announcement that strategic oil reserves will be released. The announcement is light on details, such as pace...
Iran says it hit an American tanker. If true…. Iraq has spent the last few days upping the danger for ships. The global risk keeps increasing for ships, crew, and cargo. The Strait of Hormuz and no safe movement...
Oil is the lifeblood of the global economy. The system just had a heart attack. The Iran War could become the most consequential geopolitical blunder by an American president in modern history. LINK👇 https://t.co/Tx2sjAvFjq #IranWar #OilMarkets #StraitOfHormuz #EnergyCrisis #EnergySecurity #Geopolitics #GlobalEconomy #OilShock #EnergySystem #SystemicRisk
Pleased to host @AfDB_Group President Sidi Ould Tah at @IEA HQ for a discussion on key African energy priorities – including clean cooking & ensuring African countries benefit from their mineral resources Looking forward to working together on @IEA’s Clean Cooking...
10-11 days into this it feels like a good-ish outcome would be getting out of this with only 500 million barrels of lost oil production?
Energy Secretary Wright says U.S. ‘not ready’ to escort tankers through Strait of Hormuz yet. CNBC
Another problem if Oman's ~0.7 Mb/d of oil exports are also interrupted even though outside Hormuz
What happens with oil prices is all about whether risk premia are accurately priced. Initially, markets were massively complacent. Then there was all-out panic. Now, at between $90-100 per barrel, we're accurately pricing risk of a serious disruption... https://t.co/evJVri93wZ https://t.co/EZteEvaeo1
The Strait of Hormuz remains essentially closed to ship traffic because of Iran's attacks. Every Iranian attack is a negotiation. Iran knows it has leverage and is trying to end this war on favorable terms. Only way out is for...
There are so many VLCCs oil tankers in the Gulf of Aden right now that one could walk from Djibouti to Socrota island wihtout getting their feet wet. (... and no, contrary to some social media posts, the Houthis have...
If the conflict lasts, Indonesia will raise fuel prices, which is what it did by end 2022 as the subsidy rose by 30bn…
The IEA says the war in turning into the biggest oil disruption in world history https://t.co/UJZqGyrhUP
“Our rules of thumb are that a sustained 10% increase in oil prices boosts headline and core PCE inflation by 0.2pp and 0.04pp, respectively, while lowering GDP growth by around 0.1pp. The growth impact from a temporary price increase that...
What are the consequences for energy markets and the transition of a potential long disruption to the Strait of Hormuz? TLDR: It’s a *lot* easier to replace 20% of LNG (15% of natgas supply) with wind and solar than it...
Private sector developers still have time to apply to the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative & expand #minigrids in Sierra Leone. This is your opportunity to bring #cleanenergy to rural communities across #SierraLeone. https://t.co/L7hHvfJL6X https://t.co/gUvk2zDlt0
Energy policy déjà vu in Europe. Oil reserve release. Gas price cap debate. State aid on the table. The toolkit looks like 2022 because fossil fuel dependence remains. Renewables and electrification reduce exposure. Crisis management does not. https://t.co/PhWMbn21b8
Goldman > Our commodity strategists now expect Brent to average $98 in March and April—up 40% from the 2025 average—before falling back to $71 by 2026Q4.
Overnight Iran reacted to the IEA's oil release intensifying its attacks on regional energy targets, including two small-sized fuel tankers in Iraq. Tehran knows oil is what could force President Trump to end the war early. Still, both Brent and...
Hate to be the bearer of bad news, but people should know: For the 400 million barrels of oil to be released from strategic reserves (announced today), the flow rate — the rate in which it can be released — is...
Government Prioritization: To protect households, the Indian government has prioritized LPG supply for domestic consumers, hospitals, and educational institutions, leaving commercial users (restaurants) in a lurch.
>> Historic oil reserve release is only a band-aid on a gaping supply shock https://t.co/C6DC07LD19 @ronbousso1
Six vessels attacked in Gulf, Strait of Hormuz as war puts merchant ships on front lines https://t.co/pAYt6WBG5O
🚨Iran is still pushing oil through the Strait of Hormuz: At least 11.7 million barrels of Iranian crude have passed through the strait since February 28, all headed to China. Many tankers have "gone dark," switching off their GPS tracking systems...👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
Given the Trump' Administration decision to release 172 mb form the SPR, this is a must watch (from November 2022)
China has just ordered an immediate ban on refined fuel exports in March to manage any potential domestic fuel shortages. A week ago they asked refiners nicely and just targeted new contracts, so this is a step up
Oil price back to $100. Even though the EIA said member countries will release 400m barrels of oil. At this rate…this is just the beginning the oil shock will send to the economy, supply chain and consumer price.
China’s 600 MW/2.4 GWh storage plant becomes world’s largest CAES site #energysky -- via pv magazine global: https://t.co/MnPFRY954k
EU awards record 25.2GW of new solar PV capacity through government auctions in 2025 #energysky -- via pv-tech: https://t.co/yliV4mMqd6
Trump has a few days to finish the war before oil finishes him, says @JavierBlas That's wrong. This was finished on March 1 when tankers stopped moving through the Hormuz Strait. Trump has a few days to find a way to get...
We've already lost roughly a quarter *billion* barrels in cumulative oil supply thus far in the Strait of Hormuz stoppage.
Oil is the lifeblood of the global economy, and it just had a heart attack. What does the buffoon-in-chief say? "We won. We won. We won the bet in the first hour. It was over. But we won." I agree with him that...
A surging oil price arguably ended the presidencies of all of Nixon, Carter, GHWB, and Biden — it’s maybe the one thing every President should be paranoid about.
The IEA just released 400 million barrels to cover a 20-day shortage. Oil markets are pricing in something longer. Private credit funds are starting to gate withdrawals. 🔒 Members-Only https://t.co/G7C0qy6noj
hardly the "win" to boast of when the Strait of Hormuz remains closed, oil markets and everything downstream plus several other key commodities are buckling under extreme strain, the Mideast is on fire, and there is no end in sight...
Brent crude #oil is flirting dangerously close to the $100/bbl level once again after two tankers were attacked in Iraqi waters, underscoring the broader risks to energy assets across the Middle East and overshadowing a record oil release from the...
Ecoflow debuts 5 kWh residential inverter battery with 100% depth of discharge #energysky -- via pv magazine global: https://t.co/69GUPjmW2C
