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
Finally tally for USO was $16b of volume. Here's how that looks vs every other day of trading in its 20yr life. My guess is this is the peak, we cool off from here. But what a comeback in relevancy for this old dog. https://t.co/0BTLSSt268
The oil market thinks Trump just TACO’d (I’m less convinced, but let’s see) A $30 price swing in a day, helped by expectations of a big strategic oil stock release. Such larks. Oil tumbles to $90 as Trump says Iran war...
The oil price isn't one of those things that spirals infinitely up. At current levels near $100, a big risk premium prices the temporary standstill of tankers in the Strait of Hormuz. You can bet Trump is working like crazy...
I am glad that I have remained patient so far. If you had jumped the bandwagon on oil this morning, you would have been 20% down ish by now. I know the below is not a guarantee, but I stick...
Oil turned red, and stock indexes turned green. Looks like an oil blow off top and a stock index washout low in the futures market overnight.
"US oil intensity is twice as high as the European Union and 40% higher than China’s... That makes it harder for American consumers to shield themselves from rising gasoline prices... Americans are already spending $187 million more a day on...
Oil just did something it hasn’t done in 40 years. It’s now up +35% in a week. Up 90% since December’s low of $55/barrel. Now crossing $105+. This isn’t normal.
Oil closed Friday in a bull market at $91 but will close today in a technical bear market around $95 because it went to $115 over the weekend. https://t.co/kG1QReBbAy
"We survived you guys. Oil is in a bear market, down more than 20% from its highs." - @jschultzf3
Here's the promised historical data perspective on how Gulf War III compares in terms of disruption size and available spare capacity. @RapidanEnergy https://t.co/7BQidJY0Qa https://t.co/cgajo5h4cD
Crude Oil Futures could be unchanged soon $93.66 after the high of $119.48 kinda like that day in Silver Futures
The United States is the world’s #1 producer of oil, contributing 21% of the world’s share in 2024, nearly double that of the #2 producer, Saudi Arabia (11.2%). https://t.co/Vzb3UVlW1D
Had you bought oil this morning, you would have underperformed ETH over the past 5 years
Surging oil prices have sparked fears that a prolonged conflict in the Middle East could inflict steep financial costs on Americans "I am very concerned this could tip us into a recession if it persists," one economist tells @nytimes https://t.co/VkqGBNMgAR @TonyRomm...
In this episode, we discuss how the recent spike in crude has created a “one-variable market,” where leadership becomes highly binary. We also discuss how leadership typically behaves during and after an exogenous shock. https://t.co/bvqWT3unbt
Energy sector up 25% YTD. Everything else red. When the only green on the screen is fear and fossil fuels, that's not a rotation. That's a regime change. https://t.co/NPJEJ5CObV
Very good discussion with Japan's Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa about recent developments in the Middle East and the implications for Japan's energy security We discussed the available options, including a possible @IEA stock release https://t.co/rCnXYDGIHK
Very constructive meeting with India's Minister for Petroleum & Natural Gas Hardeep Singh Puri @HardeepSPuri We discussed the latest developments in energy markets amid the conflict in the Middle East and the options on the table. We agreed to continue to...
Greg Abel: “We see a bigger issue in the utility industry: does the regulatory compact continue to exist? We deploy capital into these businesses, and we receive a return that is reflective of us taking a certain amount of risk....
$RIG Daily. Nice-looking, orderly pullback for Transocean. Oil services play has ~ 17% of float held short, meaning it's a short squeeze play. Long idea into strength https://t.co/f3SgpDySND
1/ At 3 AM this morning, oil hit $119.48. VIX touched 32. The S&P was in freefall. By noon: oil under $97. VIX back to 27. A complete round-trip. Wall Street learned nothing from it except: price in a long war forever. We...
Putin says Russia should take advantage of the sky-high oil prices after US-Israeli attacks on Iran. Russia should redirect supplies to Europe elsewhere, he adds. “If we shift our focus right now to the markets that need more supplies, we might...
How the Iran War Will Kill Oil and Gas O&G now have a competitor: electricity. High prices + volatility encourage consumers to buy check out the competition. Especially in the Global South. Buckle up, Canada. MarkJCarney #cdnpoli #abpoli #bcpoli https://youtu.be/dDbCM-M2UWA
MOSCOW, March 9 (Reuters) - Russian President Vladimir Putin said on Monday that the Iran war had triggered a global energy crisis and cautioned that oil production dependent on transport through the Strait of Hormuz could soon come to a...
And as the forecasted 2026 LNG supply glut disappeared, I couldn’t help but wonder… was I too one supply shock away from flipping into a deficit? https://t.co/gGw2ZO9NRr
There has been a lot of recent interest by companies in mitigating short-lived climate "super-pollutants" like methane and refrigerants. This can have a strong short-term climate impact, but to credibly counterbalance CO2 emissions requires combining them with durable carbon removal.
Oil price futures, 2 years out: White: current blue: a week ago purple: 6 months ago Source: Bloomberg. https://t.co/IjF2clfIGe
Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran foreign ministry warns: CNBC $USO $XLE
With RPS already met, Arizona ends customer-funded renewable energy power contracts #energysky -- via Solar Power World: https://t.co/DkEDUcqqob
We've had some more popping cleantech news this past week. Below are 10 top stories, as well as the top 10 stories of the past month. - https://t.co/D98YdEyReo
Disagree. If they were to move forward with releasing it, they lose their biggest tool right away. Instead, if you dangle the carrot anytime oil goes above $100, you get way more bang for your buck. We live in the era of...
China is betting big on energy storage — in the form of water . Read more and sign up to my newsletter here: https://t.co/nGNBjAeMXE https://t.co/ixq1XqSbYu
EU ‘Made in Europe’ regulation welcomed but ‘will not remove dependency on China’ #energysky -- via Energy Storage News: https://t.co/p1am0cSs8K
CHN Energy switches on 2 GW solar plant at coal-mining subsidence area #energysky -- via pv magazine global: https://t.co/0etOLNRt0S
$USO has broken its all time daily volume record with $7.6 traded and it's only 1130am. Dwarfing the volume it saw in 2020 and 2022. Prob mix of pro traders and retail degens. While it is arguably the most sensitive...
It could be interesting to see what this pattern in Crude Oil looks like at the week's end. $USO $XLE $TLT $GLD $SPY https://t.co/f4XJ3djY8Q
Do you still think it hasn't made the high for the year? The gap is about to be filled. So far it has been very similar to the 2022 top and if it keeps following the 2022 price path crude...
In this case, a power plant developer provided evidence of Duke's "multi-faceted anti-competitive scheme" to prevent the developer from winning a contract with a municipal utility that had purchased power from Duke.
Read @JavierBlas on the oil pipeline that could ameliorate the closure of the Straight of Hormuz https://t.co/hfkrPgLpIy https://t.co/BIgHZhk6rA
My chat with @SoumayaKeynes about oil on the @FT podcast. When we did this on Thursday, Brent was $83 and there was lots of humming and hawing if they can go higher. We discussed the shutdown of the Strait of...
The government sources say petrol and diesel prices are unlikely to increase as India currently has sufficient fuel stocks. Prices may only rise if crude oil crosses $130 per barrel. Officials expect crude to stay around $100 per barrel.
Safe-harbored panel strategy enables acquisition of six-project community solar portfolio #energysky -- via pv magazine usa: https://t.co/Cr4Jue98Yl
Now that is what I call a wick... Massive $19 dollar 'upper wick' on US crude oil... https://t.co/FyhlHK9e78
Origin Energy’s 650MWh grid-forming BESS begins commissioning in Australia #energysky -- via Energy Storage News: https://t.co/61QbfMJxsW
Today is the second day in a row (after Friday) that markets are trading winners and losers from the spike in oil prices. That's a big shift from the blanket risk-off that clobbered all EM currencies this time last week....
If the war ended today with Iran's complete and total surrender, Strait of Hormuz shipping traffic would take two weeks to return to normal and Gulf oil production two months to get back to pre-war levels. And that's optimistic. https://t.co/o3CKt61EZn
Silfab solar cell manufacturing site temporarily closed after chemical incident #energysky -- via Solar Power World: https://t.co/wPNqIx1Taf
Lots to chat about this morning with oil surging and vol spiking 🛢️📈 MRKT Call is LIVE at 11 am ET with Dan & @CarterBWorth 📺 WATCH: https://t.co/6sahpHh8D9 https://t.co/mAD77jkCZv
Are electric vehicles denting oil demand? Yes. By how much? 1.5 million barrels of oil a day, according to EV Curve Futurist. Caveat: These estimates are hard, but the numbers are certainly adding up.
>70% of RBC’s non-energy analysts saw limited impacts on stocks they cover from the spike in oil prices and geopolitical crisis. Here’s why that’s missing the forest for the trees — or rather, missing the tankers for the empty strait. https://t.co/rQNco6tBZB...
