Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Behold, the global economy cracking. Brent crude approaching $110/bbl, up >$16 higher since Friday’s close. https://t.co/exH8mOBUXy
WTI crude has shot up as much as 21.7% immediately after the Asia session open. We are well above $100/barrel. #Oil #OilPrices #IranWar2026 https://t.co/vC2re37nrC
The @WSJ calls it “the most severe energy crisis since the 1970s.” ⛽️ https://t.co/5whNTjsM5i https://t.co/r264LsvntD
Oil prices opened about 20% higher in Asia on Monday. Brent crude near $110 now. Risk assets are in for a terrible session today https://t.co/iLDxgMZZxb
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
These are the countries building resilience against future oil shocks. And just getting cooler cheaper cars.
Oil prices surge another 13% to $100 a barrel, after the biggest weekly gain since 1993
This interview with @CNBC's @spencekimball from 8 days and $45 per barrel crude ago aged well..... @RapidanEnergy https://t.co/JOm9ZToDld https://t.co/vPPaedvNrV
The turmoil is already hitting Americans’ wallets. Regular gasoline across the U.S. costs 46 cents a gallon more than it did a week ago, according to AAA, while diesel has become 83 cents more expensive @WSJmarkets @DavidUberti https://t.co/QZd9ArOPkx
Hey @chigrl How common is it to see WTI>Brent and what does it signify please? “West Texas Intermediate surged as much as 15% to $104.61 a barrel at the open after last week adding a record 36%. Brent climbed above $102.” @business
Oil futures surge above $100 for the first time since 2022 🚨 🛢️ Brent contract jumps more than 10% as the conflict in the Middle East continues https://t.co/KgPOv96YdC
Crude >$100 I’d say here we go, but honestly can’t believe we’re still going. https://t.co/14yKcmsMOq
WTI > $104 RBOB not up as much, but it crossed $3.. implying $3.95 at the pump in due time. https://t.co/yLhu2NxY1C
The global oil and gas system is more resilient and diversified than it has been for decades. On other hand, nothing compares to the scale of current disruption in the Middle East. Much depends on the duration of the conflict. My...
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
Being anti nuclear is ok! But giving it some thought and checking your assumptions might be a decent idea. Nuclear is surprisingly one of the cleanest and SAFEST forms of energy generation. And at the limit, one of the cheapest...
Energy Sec Wright: “Trump administration has been all in on lowering energy prices, and I would say quite successfully”. In fact, electricity and utility gas prices rose notably in Trump's first year, by more than in Biden's last. Gasoline now...
Mark Zandi, chief economist at Moody’s Analytics, on rising gas prices: “It’s particularly hard on lower-income households that spend a higher share of the budget on gas.” TRUMP = WAR PRESIDENT = MAKE AMERICANS POOR AGAIN. https://t.co/A2h1V7xApC
If only someone had looked at this, say, back in April 2020. 🙄 Turns out that a 5% reduction in emissions for one year for a gas that accumulates in the atmosphere has a tiny effect on concentrations. https://t.co/if0d8eyX1F https://t.co/UFWo16Rc47
Why the oil shock won't cause stagflation or recession: #1 U.S. less energy intensive than in past price spikes. Gasoline consumption lower today in in 2007. #2. U.S. net petroleum exporter. Therefore mildly positive for terms of trade. (link to...
Looking forward to discussing the Iran conflict and oil markets on @CNN at 5:40pm ET. @RapidanEnergy
The low level of active US oil and gas rigs indicate a quick ramp in production is unlikely without sustained high oil prices and higher E&P company share prices. https://t.co/GDCcOHcEBE
Pretty much agree with everything @abcampbell wrote in this. He articulates things very well. 1. Long oil and gas equities who stand to benefit from higher for longer futures curves https://t.co/OpqxY05aWo 2. Economic growth will be tested and small cap longs behind...
Fossil gas use for electricity down 59.5% in 2026 versus 2023 in the world's 4th-largest economy. 16th-straight and 43rd of 66 days in 2026 with >100% WindWaterSolar on California's main grid Fossil gas use continues to plummet as solar & batteries...
The Strait of Hormuz is shut. So what's a catalyst for oil prices to fall and not rise as everyone's now saying? The most obvious thing would be the collapse of Iran's regime, the odds of which are rising every...
If you thought oil and energy was the only thing impacted by the Gulf War, hang on to your containers.
Technically, yes @SecretaryWright. But if the oil and natural gas can't get from the suppliers to the consumers it doesn't really matter to those who rely on imports from the Persian Gulf
Kalshi markets on oil futures is crazy because it’s a 2nd derivative. Current oil price-> CL futures (first derivative) -> Kalshi (2nd derivative). Leads to very odd dynamics if Kalshi markets get big enough
The volume of crude production that Iraq has *already* shut-in is larger than the peak of *feared* [but never realized] Russian supply loss in early 2022 that spiked crude prices above $120 per barrel.
US Secretary of Energy Chris Wright: “… The oil is there […] You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas…” (Not sure this verbal massaging is...
Everybody is watching the Strait of Hormuz, but they should also be watching Singapore. The image on the right are all the laden tankers sitting in an around Simgapore. The one in the left, with less ships, are loaded Very...
Oil and gas exports were first initiated after decades of imports in the Obama administration...
For those who want an overview without watching my full hour+ long video on the Strait of Hormuz Crisis https://t.co/QDALtGFKiC
If you are not following @TankerTrackers you dont understand the tanker situation. Look at the gap forming between the Strait of Hormuz and Strait of Malacca. Now there is also about 100M barrels of fuel afloat in and around Singapore and...
BAGHDAD, March 8 (Reuters) - Iraqi oil production from its main southern oilfields has fallen by 70% to just 1.3 million barrels per day as the country is unable to export oil via the Strait of Hormuz due to...
Good climate news this (and last week) 1 UK: Emissions fall 2.4% in 2025 as coal hits 400-year low 2 EU: Countries give final approval to 2040 climate target for 90% emissions cut 3 China: More than 80% of crude steel capacity achieved...
This galaxy brain it’s-all-about-China’s-oil talking point drives me *insane* Only reason China was able to buy so much discounted crude from Ven/Irn/Ruz was because of US sanctions, largely imposed by the Trump admin(!), which scared off other buyers and left them...
Canada is looking to build export terminals, Pierre. They are more complicated. Why don't you ask Shell why they don't just build Phase 2 of LNG Canada in 200 days? Please try to help Canadians understand their energy sector rather...
Nice one from @greg_ip of @WSJ on the potential impacts on the spike in oil. https://t.co/FcZEQltWw3
JPM: "If the oil supply shock is sustained, we think each 10% increase in oil prices should translate to a ~10bp gain in headline PCE inflation and a 15-20bp drag on GDP growth."
Chevron and ExxonMobil have a stake in major Kazakh oil projects, which flow through Russia to be exported. Ukrainian strikes on any related infrastructure risk harming those American energy companies’ bottom line, and that simply will not do. #crudeoil #drones #geopolitics...
We already know the winner in the war with Iran and that's Russia. The closure of the Straits of Hormuz has swung Russian crude from pariah to prized commodity. Urals oil price is the highest since right after the Ukraine...
Friday marked a turning point. Brent rose 9% (CO1), but - instead of a broad sell-off across EM - South Africa (ZAR), Brazil (BRL) and Chile (CLP) rallied. Markets are transitioning to rewarding commodity exporters like in 2022 after the...
PHOTO OF THE DAY: China is still getting (some of) its oil. Nine days into the war, Iran continues loading oil supertankers from Kharg Island. Tehran has sent some of them across the Strait of Hormuz into the high seas wihthout any...
“The US is roughly speaking oil independent… on net, we export petroleum products.” That’s why this is less an ‘America is poorer’ story than an ‘Americans reshuffle who wins’ story. Oil industry wins. Drivers lose. https://t.co/Efd22aQEeK
Latest cunning plan from Government is to spend £1bn to give big industry lower Energy Bills. Of course, the catch is that it will be paid for by increasing domestic Bills. Genius.
Brace yourself - energy prices may well rise quite a bit higher than last week. https://t.co/PwzU61UTCt
BYD’s new flash ⚡️ charging station can charge an EV from 10% to 70% in 5 minutes 🚀 via @XH_Lee23 #EV #solar https://t.co/wTMqoUmnMo
On the oil production shut in: By curbing oil output early, Persian Gulf nations are trying to lengthen the time before they reach full storage. Their plan is to try to keep output low but running — avoiding full shutdowns. The former...
California’s solar and batteries can now produce almost twice the constant output, day and night, as its nuclear plant, at the same reliability as the nuclear plant https://www.youtube.com/shorts/pGwQu57-khk
