Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
WTI crude oil remains well off its intraday high from Monday, but implied volatility - from the $OVX - continues to climb to fresh 6-year highs... https://t.co/VDf2X5NDWk
Great talking with @Freddygray31 & @JacobHeilbrunn about the war in Iran and the future of energy in the Mideast and Britain. (As I've said before, the Brits gotta start drilling for nat gas.)
This kind of messaging is so twisted No confirmation from oil producers (in fact all we’ve heard is “no we’re not changing our calculus guidance) just “you will see X happening.” Did Harold Hamm call? Is there an influx of roughnecks heading...
Thank you to Prime Minister Takaichi of Japan for her and the Japanese government’s support for the largest ever emergency oil stock release by @IEA Member countries to address the disruptions in the market
Here is the Trump Administration's math: Over 30 years the refinery will buy $125B of shale oil and sell $175B of refined products, therefore it's worth $300B. LOL. That is like saying my house is worth $22+ million based on 30...
High oil prices are great for Putin. At $85 per barrel, Urals oil price is now the highest since 2022. High prices also mean the EU's maritime services ban in its 20th sanctions package is dead and pressure in the...
Price spikes will hurt a lot, but they're the luxury position--much better to have pump price pain than outright physical shortages, as will be suffered by much of the developing world. This is how you guarantee shortages in this context. https://t.co/jRUy3woUSl
Awesome. This is exactly the policy we need. By my analysis, we can get these 30 billion barrels of refined petroleum products to market in the next few days, which will really help mitigate the price spikes from the closure of...
The Hormuz crisis just wrecked Trump's second Big Beautiful Gulf Lease Sale. Sale 1 (Dec): $279M in bids Sale 2 (Today): $46.9M Even with oil prices surging, offshore bidding collapsed. https://t.co/wtW22EKdFE
Employ America Statement on the Coordinated IEA Release. https://t.co/goQS5uJUUS No stockpile release can compare to the closure of the Strait of Hormuz, but with the right preparation, there are still ways to make it helpful at the margin. https://t.co/K549sAsIrM
Clearly truth and facts don't matter to a lot of people, but the level of disinformation about the new refinery in Brownsville by @realDonaldTrump @JohnCornyn @PressSec @SecretaryWright @energy @SecretaryBurgum is really stunning. It's not a $300 billion refinery. The developers announced in...
What's interesting about this is that it's a $3 billion (not $300 billion) refinery that got its permits in 2024 during the Biden Administration. https://t.co/RRuBFYg9rk
Sanctions news: EU is weighing lifting its Russian sanctions against oil trader Niels Troost. Diplomats told the FT the designation of the Dutch trader was "legally weaker" than other listings. Discussions on-going. Decision subject to approval by 17 March https://t.co/JxBkaf5Xzx
OPEC+ crude production rose more than 400 kbpd m/m in February according to just-released OPEC data, with the bulk driven by the ongoing Kazakh recovery. Unfortunately it's immediately worthless given GCC crude exports were throttled immediately thereafter by Iran War. https://t.co/jTQxOjrt4b
for whom?! Iranian tankers shipping Iranian oil? Right now there's a Thai cargo ship on fire off the Coast of Oman that tried to transit the Strait of Hormuz. Maybe ask them if they think its working out "very well"
Analysis: Why clean energy will cut UK gas imports by (much) more than North Sea drilling The latest debate over new licenses has been lacking one key ingredient: Perspective Here's our take in chart form – and I'm happy to debate the numbers https://t.co/gSdA6f5Jco https://t.co/cGRgr5PrjG
President Donald Trump said he didn’t believe Iran was laying mines in the Strait of Hormuz. Asked Wednesday whether Iran had laid mines in the strait, Trump told reporters, “We don’t think so. Trump also urged oil companies to send their...
Diesel prices for U.S. truckers rose a record 96 cents a gallon this past week, a sign of the financial strains hitting supply chains following the U.S. and Israeli attacks on Iran. https://t.co/C9K90LaXGX
Right now globally, as we speak, we've got basically about sixty to eighty days. If you just shut down oil everywhere, the world has on the water and in reserves about two months of oil. So every day that we...
🇺🇸U.S. ethanol production last week hit 1.126M barrels per day, the third best weekly volume on record. However, ethanol stocks declined on the week to 25.6M barrels, which is actually the week's lowest reading in four years. https://t.co/kJtuRESZcN
First scores on doors I've seen ... and it's boringly close to what we have been telling readers in the past week. At the current futures curve in oil, you get 2.3% in 2026 (roughly), with gas not doing much...
Grid demand goes below zero in South Australia. How? Not because of a blackout, but because rooftop solar provides so much electricity, there is no need for grid electricity. https://t.co/WucHygiIg9 @renew_economy 14 reasons why rooftop PV is useful https://t.co/4oFi4OUjKU
◾️Saudi Arabia deserves more recognition for its prudent, forward-thinking approach—strategically prepositioning oil in storage facilities around the world to hedge against potential supply disruptions. ◾️What @AlexLawler100 missed in this story is going back to previous reports to see that...
While Iran has stopped the flow of many products thru the Strait, their maritime flow of oil is going well.
Crude oil has pulled back from its high of over $110/barrel, but fertilizer stocks are still moving, hitting multi-year highs. This corner of the market still appears to be expecting petro price pressure. https://t.co/r6Y5yIn6hu
Very pleased to read the Government of India's supportive statement for @IEA's collective action to release emergency oil stocks to address disruptions in global oil markets – and that India stands ready to take appropriate measures to support global market...
MOSCOW, March 11 (Reuters) - Gazprom on Wednesday reported aerial attacks on its facilities in southern Russia, including the Russkaya pumping station that exports natural gas via the TurkStream subsea pipeline to Europe, but added that all the attacks had...
yes, managing to stop all non-Iranian oil tanker traffic in the Persian Gulf is a tremendous impact.
Are wind and solar “expensive and unreliable,” as President Trump claims? https://t.co/UiE5Iz8PY4 Graph: WWS supply as a % of demand vs electricity price, by state https://t.co/Tpm8NCnpHF Table: WWS supply as a % of demand https://t.co/KP3uii4BqI Book https://t.co/irGIq6qRxE https://t.co/cY35RF0Ovo
"I think the utilities in California recognize that they are operating in a different world today: if they cause fires, they will not have a business." https://t.co/j6Ht8D35SR
Interestingly, crude oil is up after the IEA reserve release. If this head and shoulders pattern on the near term charts plays out, we are looking at oil back above $102 a barrel. https://t.co/WA4Ceo89fg
And shout out to @lisamurkowski, who has been on top of this issue for years and warning about using the SPR like a piggy bank for other things. And to current @EIAgov administrator Tristan Abbey @EIA_One who did such good...
Saudi Aramco resumed 70% of oil shipments via Red Sea pipeline. Markets celebrated. But 30% is still offline. And the Strait of Hormuz — the main artery — remains contested. 70% of normal isn't normal. https://t.co/8vfhBzo9cZ
Sure. But the technical release capacity of SPR is supposed to be 4.4mbd. https://t.co/TMmRyYNOeL It’s a fraction of that because we failed to modernize the SPR, as I recommended to Senate (3rd bullet) in testimony a decade ago. https://t.co/wGjrmZHFpr https://t.co/yFTv4lJfSw
Europe rushes to deal with price fallout from Trump’s Iran war https://t.co/khA8dhNhMj via @johnainger @donatopmancini https://t.co/3tcyP5Pu0U
The Strait of Hormuz remains almost shut, even as the risk premium priced into Brent currently (blue) is on par with that after Ukraine (black). The Strait is 3 times more important for global oil supply than Russia, so risk...
The primary driver is the escalating conflict in West Asia involving Iran, Israel, and the US. This has effectively choked the Strait of Hormuz, the maritime gateway for nearly 90% of India's LPG imports. While the government has prioritized domestic supply...
Rather than the IEA's own 400 million barrels, the most important number right now is Japan's announcement that's releasing from Monday (March 16th) ~80 million barrels from its reserve. Those are actual flow barrels that will hit the market immediately...
9 trading days into the conflict, crude and gas price trajectory has been very similar oil: https://t.co/O0orfuxpnw
As economists forecast falling gas prices later in 2026, I encourage you to consider this chart. Once surcharges are imposed, the benefits of falling prices are very slow to follow... https://t.co/pl5zUkZK7h
"Record Diesel-Price Surge Hits U.S. Truckers, Retailers and Manufacturers" https://t.co/5jBpvH4MCa "Most large trucking companies will pass the added costs on to American stores and factories..." Fortunately, US factories aren't already facing soaring costs, so it's fi- oh. https://t.co/ZU45kzcUbj
Europe's self-imposed energy crisis. As @envMENTALsubstk says: There’s a reason that parable is not “He who laughs first.” Not Laffan Now, by @envMENTALsubstk https://t.co/j8yij78H14
At what price is demand destruction when it comes to gasoline prices? According to Casey's General Store on their earnings call yesterday, “on the volume side of things, with absolute retail prices, we really don’t start to see any level...
Trump has kept the solar panels on the White House roof that @BarackObama first installed more than a decade ago. https://t.co/EODVlzOSTr via @axios Jimmy Carter first put some on in the wake of the 1970's oil crisis in a symbol...
$WTI crashed from $100 to $83 in a session. Then bounced back to $87. Oil volatility this extreme hasn't happened since 2008. Every rip gets sold. Every dip gets bought. Nobody has conviction. Everyone has exposure. https://t.co/UWmcEvxdHn
In the coming days and weeks, a lot may hinge on the pipelines running West from the Gulf. Chartbook Top Links of the day just dropped: https://t.co/olUgBDf1dD
Kenya plans to build a 1,200-megawatt gas-fired power plant on its east coast as it ramps up electricity output to meet growing demand https://t.co/Fdp0uS6Rat
25 cents of the 65-cent surge in retail gasoline prices was due to the usual seasonal switch to the summer RBOB blend... ...and if futures hold here, we are only looking at another 10-15 cents of pump-price upside $UGA $GASO...
Hive mind: Has anyone seen (ideally recent) data on the marginal fuel in European countries? The Zakeri and Staffell paper from 2023 gets cited a lot but it's from a few years ago, data for 2021
I was interviewed by @AlJazeera on impacts of Middle East crisis on energy markets. We discussed Europe’s structural vulnerability due to fossil fuel imports, broader economic effects of energy price volatility & why this moment should sharpen focus on the energy...
