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Every morning
Weekly
Tuesday recap
South Korea is considering to introduce an oil price cap for the first time in 30 years 🇰🇷 🛢️ It is being considered carefully because of possible side effects including market distortions and fiscal burdens, according to Yonhap https://t.co/r66h5y13D6
Looks like the start of a beautiful “oil glut” partnership between the IEA and the Trump administration. Markets may have other ideas. #OilMarkets #EnergyPolicy #IEA #Geopolitics #EnergySecurity https://t.co/IPd77wk6Q7
Claims that the world is “well supplied with oil” during a Hormuz crisis are obviously false @SecScottBessent With 35% of maritime oil flows offline, your comments are at best out-of-touch with reality. At worst, they're lies #OilMarkets #Hormuz #EnergySecurity #IranWar #Geopolitics
Map of average diesel prices by market (updated each morning). SFO has the highest at $5.96/gallon https://t.co/DgH7FMrsx0
Bluetti launching Elite 300, world’s smallest 3 kWh portable power station #energysky -- via pv magazine global: https://t.co/2LslwEAOQq
"There is a 6- to 12-month window of extreme vulnerability where the reservoirs could fail before the new infrastructure is online."
China imports crude oil based on the day, between 65 and 85% of its total, and about three-quarters of that comes specifically from the Persian Gulf. And that has now dropped to zero. Unlike countries like the United States, which...
Strike on a Teheran fuel depot is unconfirmed @shanaka86 If true, it's about domestic fuel, not oil exports The target choice matters. It squeezes Iran internally without blowing up global oil markets. #IranWar #oilmarkets #Hormuz #EnergySecurity #Geopolitics
U.S. natural gas 12-month spread narrowed $0.15 (24%) on higher front-month price May contract rose $0.32 (11%) from $2.88 to $3.20 week ending March 6 Front-month price increased $0.33 (11%) from $2.86 to $3.19 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG
The Strait of Hormuz has seen virtually ZERO movement in the past 24 hours. IRAN CONTINUES TO CONTROL THE KEY CHOKEPOINT IN THE GULF.
Greece to open applications for 130 MW agrivoltaics plan #energysky -- via pv magazine global: https://t.co/xTTD1FvrD7
The war in Iran has caused the biggest disruption in oil production in history. Whether it becomes the long-feared “nightmare scenario” for energy markets (and the global economy) now depends on the duration of the conflict. My @FT column: https://t.co/uKMsVXBCQY
Chinese PV Industry Brief: Polysilicon prices slide amid low operating rates #energysky -- via pv magazine global: https://t.co/JsM63FU7l1
The Crude Oil ETF spiked 33% over the last week, the biggest weekly gain in its history. This was a 6-sigma event, which (assuming a normal distribution) is only supposed to occur once every 4,039,906 years. So we shouldn't see another spike...
Cosh, on the Globe Ed Board Norwailing is excellent. I would add to his AB context that Norway too was expecting a very short-lived resource and their production has, indeed, declined from peak. AB is still hitting record production month...
One advantage for California already having high gasoline and diesel prices is that the price shocks are less shocking.
Only two sectors green on March 6th: Consumer Staples (+0.4%) and Energy (+0.2%). Tech -2.1%. Discretionary -1.8%. Financials -1.3%. When people buy Cheerios and oil but sell everything else, you're not in a growth scare. You're in a survival trade. https://t.co/8RrBLVWIBN
So the longer the Iran conflict lasts... 1. The longer oil prices are higher 2. The longer the Trump admin allows Russian oil to be sold without sanctions 3. The more financial firepower Russia has to support Iran to prolong the conflict ...rinse and...
Three real-world examples, all occurring at the same time, of how fossil-fuels create energy security risks and distributed WindWaterSolar reduces them 1) Ukraine builds new power grid w/solar, wind, batteries that better withstands Russian attacks https://t.co/NX5wIKD79L
Vanadium flow and lithium-ion combine in world’s largest grid-forming hybrid storage plant in China #energysky -- via pv magazine global: https://t.co/ClvByN9Wis
Okay, why is this a surprise? The Iranians have been loading at Kharg the entire time. It seems like the US could use that experience of seizing 10 Venezuelan tankers and start leveraging that capability against the 38 Iranian VLCCs.
$XLE vs. $SPY - Forward returns for the S&P 500 pretty bumpy when energy is outperforming this much.... https://t.co/Cp4GQFvRq3
To avoid further panic in the oil markets, I anticipate that US Treasury Secretary Scott Bessent will be forced to "unsanction" more Russian oil trapped in the sanctioned shadow fleet next week. SANCTIONS CREATE NOTHING BUT TROUBLE. IT'S TIME FOR BESSENT...
Chinese Academy of Sciences achieves world record efficiency of 15.45% for kesterite solar cell #energysky -- via pv magazine global: https://t.co/Ek1Po8Djpf
Sensitivity to OIL price spikes JPMAM Sensitivity to GAS price spikes China is more insulated on both charts than you might have suspected https://t.co/OJm0FMOcmF
Batteries replace diesel backup at wastewater plant in New York #energysky -- via pv magazine global: https://t.co/7eF7S60bM9 https://t.co/SRDbgLppIC
Something really unusual happened yesterday. While oil was pushing above $90 per barrel, the Dollar fell. That's very significant because we'd normally expect to see the oil spike drive the Dollar higher. We've transitioned back into a weak Dollar world... https://t.co/2nXDj5db75...
Geopolitical turmoil in the Middle East once again shows that reliance on volatile oil and gas exposes economies to price shocks. Renewables, electrification and storage offer more stable long term energy costs and stronger energy security. https://t.co/7ejmElNKxi
STRAIT OF HORMUZ re-opening is central to any effort to prevent another spike in oil prices: https://t.co/hWRuSylzaC
Neighbouring countries will no longer be targeted, unless attacks originate from there, Iranian President Masoud Pezeshkian says. What does this mean? — This could be the first sign of de-escalation in the one-week-old war. — Time will tell if Pezeshkian was actually speaking...
Not this shit again. 1st of all, this oil spike isn't more acute than 2022. In 2022 crude oil reached $129. Currently it's at $91 only. Secondly ,every time SPX is down 1%+ on Friday the usual suspects come up...
Crofty after four races trying to make charging and recharging a battery exciting #Formula1 https://t.co/kjfJX4jJZJ
🚨 WEEK 2 OF THE IRAN WAR — MARKET OUTLOOK Trump posted "UNCONDITIONAL SURRENDER" on Truth Social. No ceasefire. No off-ramp. The Strait of Hormuz is shut. Oil just had its biggest weekly gain in futures trading HISTORY (+35%). And the...
Countries that have adopted electric vehicles the most aggressively will suffer the least from oil price spikes. The US, of course, is not one of those. [Corrected graph.] https://t.co/jl1blEELO0
Am re-upping this. 🚀 Brent settled >$92 on Friday. 🚀 Middle East marker crudes are at $100 levels. 🚀 Middle distillates are deep into triple-digit territory. Without an immediate, credible halt to hostilities, oil has only one direction to go. Guess...
Chinese scientists build ‘ultra-stable’ polymer solar cell with 19.1% efficiency #energysky -- via pv magazine global: https://t.co/ldPwyTjl1G
#IndiaWatch🇮🇳: The US reverses course. First, the US placed 25% “penalty tariffs” on India for buying Russian crude. Now, the US has granted a 30-day waiver that will allow India to buy Russian oil. MODI’S STRATEGIC AMBIGUITY REIGNS SUPREME. https://t.co/zWsRpg2QtK
China exported EVs to many countries around the world last year including Indonesia and Mexico. Many countries have plans to reduce their dependence on imported oil. This effort will be accelerated. https://t.co/7qYWV5pWKi
What’s interesting about this is that electricity, gas, oil, jet fuel and gasoline prices are all higher today than a year ago.
As a result of China's rapid installation of WindWaterSolar, China can reach 100% WWS across all energy sectors by 2051 if it continues installing at this rate and electrifies all energy. The U.S. and India - only 100 years later https://t.co/Uzltn86O33
New model reveals pathway for land-efficient U.S. solar expansion #energysky -- via pv magazine global: https://t.co/jILgjwj23C
U.S. natural gas has reverted to a lower yield curve now that winter is over for markets $3.01 spot price was about $0.14 less than the marginal price on the orange yield curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG...
U.S natural gas comparative fell 38 bcf to a deficit of 61 bcf week ending February 27 Henry Hub spot price decreased $0.07 from $3.08 to $3.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/pa4jH8FvtE
Oil shocks get headlines. Diesel shocks stop the world Trucks, ships, mines, farms, trains, planes & militaries all run on it Persian Gulf crude is ideal for making it Diesel fuel price hikes are the real killers of the economy #diesel #oilmarkets #energy #Hormuz...
Australian startup scaling up printed solar technology #energysky -- via pv magazine global: https://t.co/UMkegkWcSv https://t.co/pIaYIMCHiw
Hormuz carries about one-fifth of global oil supply But roughly one-third of seaborne oil trade normally pass thru the Strait The real shock is 35% of globally traded oil. Peak oil is today’s reality. #oil #energy #Hormuz #geopolitics #EnergyMarkets https://t.co/ENXgbxfCcf
WTI Crude Oil prices spiked 36% this week to $91/barrel. This was the 2nd biggest weekly increase in the last 40 years, trailing only the 2020 Covid rebound after Crude Oil prices crashed to $15/barrel. Roughly 20% of global oil supply passes...
Renewables are a hedge against volatile coal and gas prices. Electric vehicles are a hedge against volatile oil / gasoline prices.
US offers a $20B maritime war-risk reinsurance backstop to coax tankers back into the Gulf No one wants it It doesn’t provide shipowners the incentive they need to sail into a war zone. #Hormuz #oilmarkets #shipping #geopolitics
Hormuz traffic isn’t being stopped by insurance alone, writes @Amena__Bakr Coverage is still available. The real deterrent is fear of attack, and only a full, sustained ceasefire will normalize flows. #Hormuz #shipping #oilmarkets
