Power Costs, Not Tariffs, Decide Aluminum Smelter Survival
Trump tariffs couldn’t save a major U.S. aluminum smelter Smelting lives or dies on cheap, reliable power AI and data centers now outcompete metalmaking for electricity. Tariffs are the minor leagues. Energy is the big show. https://t.co/z7ZanDwxd5 #Aluminum #EnergyPolicy #Manufacturing #AI #Trade #PowerMarkets
Geopolitical Fears Add Incremental Risk Premium to Oil
Oil rallied on fear Iran headlines + Israel alerts = instant risk premium in a tight market But geopolitics don't matter. Except they do in small continuous increments that convert to a steady aggregate premium. https://t.co/6vQGj7YEmu #OilMarkets #Geopolitics #Iran #EnergySecurity #crudeoil
Libya Redirects Oil Payments From Russia to Western Traders
Libya is cutting Russia out of its oil trade Fuel imports are shifting away from Russia toward large Western traders Sanctions didn’t “punish” Libya into changing behavior. They reshaped who gets paid. https://t.co/pmKRlqgEK1 #OilMarkets #Libya #EnergyGeopolitics #Sanctions #OPEC #crudeoil
States Sue Trump Over Blocked Renewable Funding
States sue Trump administration for blocking funded renewable projects Congress approved the money. The White House froze it. Now states are daring the courts to decide if the Constitution still stands. https://t.co/rYIh7fS9kw #ClimatePolicy #Federalism #EnergyPolitics #IRA #USPolitics
U.S. Refiners Accuse Trump‑linked Scheme in Venezuelan Oil
U.S. refiners want to cut out traders & Chevron from Venezuelan crude purchases. They see the Trump setup as a RIP OFF Barrels now must move thru an elite club of approved middle men. Want to bet there's a grift component flowing to...
Data Isn't Worthless; Misinterpretations Are
I strongly disagree with your statement that "the IEA is a worthless source of any data" @carldean1960 How can data be worthless? Interpretations of data & using data to push agendas can be worthless but not the data itself
Markets Replace Climate Ambition, Accepting Risk for Profit
The podcast’s takeaway is that climate policy is becoming “pragmatic” & markets will take over from climate ambition But markets helped create the problem, and ambition never cut emissions. Calling this realism is just accepting catastrophic risk for profit @RystadEnergy #ClimateReality...
IEA’s Net‑Zero Work Supports Energy Security and Stability
Net zero & climate analysis are fully compatible with the IEA’s mission of promoting energy security, economic stability & cooperation among member states @AzizSapphire @SecretaryWright is right that IEA went too far but wrong saying that net zero was all it...
Rig Counts Mislead; Production Trends Need Context
Rig counts are a weak, context-dependent signal of future production @chigrl Fewer rigs in Russia don’t mean much after a decade of fracking conventional fields. Apply the same logic to the US and you’d wrongly conclude sanctions killed output here. #OilMarkets...
Subsidized Renewables Force Nuclear Cycling, Raising Costs
More bad news for renewables Flooding a low-growth power system with subsidized wind & solar forces nuclear plants to cycle, not run steady. That raises wear, maintenance costs & financial stress, undermining the economics of existing reactors & making new nuclear harder...
Iran Opts for Limited Concessions, Postpones Real Deal Until Post‑midterms
Tehran will trade limited, face-saving concessions because it thinks it can survive bombs better than it can survive a domestic revolt. There will be a “bridge deal” that kicks the can. The real deal comes after US mid-term elections.' https://t.co/8UhDWkB5al #Iran #Israel #US #MiddleEast...
Oil Markets See Trump’s Hawkish Talk as Theater
Iran says it has “understanding on principles” with the US That was always the most likely outcome. Trump won't risk higher oil prices into an election cycle, writes @Ole_S_Hansen The oil market correctly judges his hawkish rhetoric as theater. #oil #Brent #Iran #geopolitics...
Guyana Gains as Venezuela's Maduro Falls, Boosting Investment
Guyana is the biggest winner from Maduro's ouster in Venezuela. "It removes the biggest barrier for foreign investment," said CSIS's Henry Ziemer Lower risk premium, faster development, higher upside. https://t.co/1Tpj1OK8dp #oil #Guyana #Exxon #geopolitics #energy
EU's 70% Local EV Rule Risks Higher Costs, Trade Friction
The EU plans to force 70% of EVs sold in Europe to be built there Good luck requiring China to accept higher labor costs & regulatory burden. Success case: higher EV costs, slower rollout & more trade friction. Good plan https://t.co/rHXHgNgJyN #EU #EVs #industrialpolicy #protectionism...
Iran's Hormuz Drills Raise Risk Premium, Shrink Deal Space
Iran launched naval drills in the Strait of Hormuz “Maximum pressure” cuts both ways. Iran wants nuclear-only talk, while the US wants missiles and proxies too The “deal space” is small and the risk premium stays high. https://t.co/Gs9viHRneW #oil #Brent #Hormuz #Iran #geopolitics #energysecurity #OPEC...
Shareholders Trade Peak‑Demand Fear for Growth Appetite
Peak-demand fear is fading, and now shareholders want growth again. Which do you want? Returns or Growth? Can't have both. People in hell want ice water. https://t.co/NKcPuvbtxE #oil #energy #BigOil #Exxon #Chevron #Shell #BP #TotalEnergies #OPEC #reserves #MAndA #markets #investing #geopolitics
AI Surge Forces Jet Engines Into Data Center Turbines
AI power demand is so desperate we’re turning jet engines into gas turbines. It’s a workaround for years-long turbine wait lists The competition to see which AI companies survive is the main driver. https://t.co/LFKExUsqcY #AI #datacenters #power #naturalgas #turbines #energy #grid #infrastructure #aviation #markets
Copper Price Surge Fuels BHP's Profit Growth
Who could have seen this coming? Higher copper prices are BHP's main profit driver. https://t.co/ifvnq0Y31l #BHP #copper #mining #commodities #energytransition #AI #electrification #China #ironore #markets
Sinokor's 120‑tanker Dominance Spikes Freight, Rattles Oil Markets
South Korean Sinokor now controls 120 oil tankers When one buyer controls the tradable fleet, charterers panic-book, freight spikes, and shocks bleeds into physical oil prices and spreads. https://t.co/Z2GsMyfbtl #oil #tankers #VLCC #shipping #freight #supplychain #sanctions #geopolitics #markets #energy
Oil Markets Now Price in Constant Tail‑risk
“Brent drops to $60 if Iran tension fades,” says SEB’s Bjarne Schieldrop. Sure — until the next mini-shock. That’s the point: this isn’t anomaly anymore It’s the baseline. Oil trades on recurring tail risk at the margin. https://t.co/qqfYS0QUG9 #oil #Brent #OPEC #Iran #geopolitics...
AI‑gas Hype Overlooks Real Grid Deliverability Constraints
The “AI drives a gas buildout” narrative skips the only thing that matters: DELIVERABILITY @marthamuir25 Turbine lead times are years & interconnection queues are jammed, The grid can’t supply firm power on schedule. Megawatts in press releases aren’t megawatts to the...
Floating LNG Cuts Risk, Revives Gas Exports
Onshore LNG is becoming a security and politics nightmare. That’s why floating LNG is back: faster build, smaller upfront risk And you can park it offshore instead of betting $20B on land stability Lease-and-move models make gas exportable again. https://t.co/wMnwOPoyxv #LNG #FLNG #energy #naturalgas...
Sheinbaum Halts Cuba Oil to Evade Trump Tariffs
Mexico's Sheinbaum is stopping oil flow to Cuba to dodge Trump’s tariff threat It risks backlash inside Morena’s pro-Cuba wing--her own party. https://t.co/A4rwOfLqHy #Mexico #Sheinbaum #Cuba #Morena #geopolitics #oil #sanctions #trade #tariffs #latam
California's Gasoline Costs Rise From Bahamas Imports
California has to import US gasoline via Bahamas Refinery closures + no Gulf-to-CA pipelines + the Jones Act = a logistics tax https://t.co/3dGBI24oXI #gasoline #California #energy #refining #JonesAct #shipping #supplychain #oil #inflation #markets
U.S. NatGas Spread Widens as Prompt Prices Drop
U.S. natural gas 12-month spread widened $0.10 (10%) on lower prompt price April contract fell $0.13 (4%) from $3.23 to $3.10 week ending February 13 Front-month price decreased $0.18 (5%) from $3.42 to $3.24 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG
Natural Gas Prices Dip, No Rally Expected
The natural gas party is over U.S. natural gas futures price fell $0.18 (5%) from $3.42 to $3.24 week ending February 6 My outlook suggests a modest floor Increase (~$0.25), not a rally forming #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas...
China’s Renewable Surge Fueled by Coal, Not Climate
Your green cheerleading misses the power politics @dominictsz China’s solar and wind boom is built on COAL, backed by COAL, and financed by COAL. It’s the world’s LARGEST CARBON EMITTER — and it’s not chasing climate virtue, it’s chasing energy...
Speculators Turn to Oil for Stability Amid Market Turmoil
Speculative money is leaning back into oil as traders look for stability in a volatile world writes @Ole_S_Hansen Oil is becoming the preferred risk exposure in an otherwise uncertain macro landscape. Relative calm in crude contrasts with violent reversals in precious...
U.S. Gas Exports Set to Hit 20 Bcf/D by 2027
Drain America First U.S. natural gas exports rise toward 20 Bcf/d in 2027 #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas https://t.co/rmLKJzpmpS
Permian Drives US Gas Growth as Others Stall
U.S. natural gas supply growth Is peaking @yagelski @websterdrake Permian is the only play that's growing Other shale gas plays are flat or declining & conventional gas is in terminal decline #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas
US Gas Demand Outpaces Infrastructure, Not Supply
Read your chart @yagelski It shows that the US is awash in natural gas DEMAND not supply Pipelines, storage & power-plant hookups lag demand, as they always do. This is an infrastructure problem, not a resource problem. #NaturalGas #EnergyInfrastructure #LNG #PowerMarkets #GridConstraints...
Oil Glut Exists Only in Models, Not Markets
The oil “glut” exists in models, not in physical barrels, writes @MeesEnergy Backwardation holds, volatility stays calm, and the barrels everyone talks about don’t show up in stocks. Models say surplus. The market says otherwise. #OilMarkets #OPECplus #Backwardation #EnergySecurity #SupplyRisk #ChinaOil...
Wind and Solar Never Reach Cost Break‑even, Says Chart
Your reply is incoherent @RogerESowell TRUE. This chart shows that wind and solar never break even. Show data to support a contrary view or STFU. https://t.co/7Yn3h6sVvg
Brent Dips 30 Cents; 12‑month Spread Signals Flat Outlook
Brent futures price fell $0.30 from $68.05 to $67.75 week ending February 13 12-month spread suggests sideways price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/hYd0O6d84E
WTI Spreads Tighten as Front-Month Price Slips
Show me the glut WTI 12-month spread narrowed $0.06 (2%) for the week ending February 13 6-month spread narrowed $0.11 (9%) Front-month price fell $0.66 (1%) from $63.55 to $62.89 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/1VHaA5PFZN
Shell Forecasts Global GDP to Double by 2050
Shell base case assumes sustained 3.3% global growth GDP nearly doubles by 2050 #GlobalGDP #EconomicGrowth #EnergyScenarios #Shell #Macroeconomics #GrowthAssumptions #LongTermForecasts https://t.co/meXF1PuaVe
Solar Power Needs Fossil‑fuel Tech, Remains Uneconomic
The sun’s radiation that reaches earth is useless as an energy source without technology to convert it to work @Tinyweenybear The technology requires materials to work that all need fossil fuels. Grid scale solar is uneconomic & not fit for 24/7...
Electricity to Dominate Energy, Shell Downplays Obstacles
Electricity Exceeds 50% of Final Energy Use by Mid-Century Shell is good about listing the obstacles to its preposterous assumptions And then finding reasons to ignore them @zeroinputag #Electricity #EnergyTransition #EnergySystems #GridConstraints #EnergyReality #MidCentury #Decarbonization
Canada’s $16.5B Carbon Capture Bet Faces Market Skepticism
Canada calls it “future-proofing.” Markets may call it wishful thinking. $16.5B on carbon capture with long timelines, big execution risk, and shifting global politics Take that bet to a Las Vegas oddsmaker. https://t.co/hU4uGD0r4d #CarbonCapture #EnergyPolicy #Canada #OilSands #EnergySecurity #StrandedAssets #CapitalRisk
Enbridge Skips New Pipeline, Heeds Past Capital Losses
Enbridge won’t risk billions on a new Canadian oil pipeline Politics can change faster than steel gets laid. Capital remembers Northern Gateway The project was killed after hundreds of millions were sunk. https://t.co/Fd4PKMdjB5 #EnergyInfrastructure #Canada #Pipelines #RegulatoryRisk #EnergySecurity #CapitalDiscipline
Pemex's Bond Return Shows State Risk, Not Confidence
Pemex is back in the bond market after six years — and demand was strong. This doesn't signal confidence in Pemex. Buyers are really underwriting the Mexican state. https://t.co/YRGXmzi4aW #Pemex #Mexico #OilMarkets #EnergySecurity #SovereignRisk #DebtMarkets #EmergingMarkets
China's Cheap Middle East Oil Squeezes West African Sellers
China is pulling more cheap oil from the Middle East. That leaves W. African oil struggling to find buyers until it gets cheap enough to move again, writes @JuneGoh_Sparta In this tight market, the Middle East has the upper hand. Sorry oil...
Shell’s Electric Utopia Meets Skeptical Reality
Shell imagines a future in which electricity is the dominant component of global energy. I assume that it is training elephants to fly. https://t.co/rAoZ1exs8H #EnergySecurity #Electrification #SystemicRisk #Geopolitics #EnergyReality #Infrastructure #CapitalConstraints #EnergyTransition #CriticalMaterials #GridLimits
OPEC+ Plans April Production Hikes Amid Sanctions
OPEC+ may restart April hikes to catch peak summer and regain share as sanctions bite Russia/Iran. https://t.co/cILwlUi7h2 #OPECplus #Oil #IEA #SaudiArabia #UAE #Iran #Russia
Energy Power Plays Trump, Russia, China Militarize Oil
Trump talks "deals" with Iran while Russia & China talk about naval escorts of Iranian oil to Cuba, writes @TheMichaelEvery The US repeals carbon regs & hopes to restart Venezuelan oil output soon. Energy is being militarized Markets, sanctions & climate...
EU's Unanimity Stalls Energy Policy, Ignoring Reality
Brussels is fixing process while ignoring physics. The EU 28th corporate regime finally admits that unanimity is incompatible with speed But until green plans are scaled back & some return to Russian oil & gas supply is discussed— everything else is...
US NatGas Deficit Hits 2025 High, Prices Plunge
U.S natural gas comparative fell 7 bcf for the week ending February 6 It moved to the greatest deficit since March 2025 Henry Hub spot price decreased $8.78 from $13.79 to $5.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/tLe3q7z4xZ
US Must Secure Mineral Sources, Not Just Funding
You can’t stockpile what you don’t control. The easy part is $12 billion from the Trump Adminstration. The hard part is finding the mines, processing & pricing. Washington needs to build alliances instead of burning them. https://t.co/JfhrJs5VnH #CriticalMinerals #Geopolitics #China #SupplyChains #EnergyTransition #Mining #USPolicy
EIB's Grid Debt Shift Sparks Skepticism in Europe
The European Investment Bank plans to advance electricity capacity by moving grid debt off bank books & monetizing future revenues I'm not holding my breath. This is Europe, after all. https://t.co/UHQ7GprVvL #PowerGrids #EnergyInfrastructure #Europe #EIB #Electricity #EnergyTransition
Shipping Decarbonizes Regardless of U.S. Policy Shifts
Shipping is decarbonizing with or without Washington. Capital has already committed: dual-fuel vessels dominate orderbooks, and investment decisions are being driven by EU rules, port levies, and future-proofing U.S. politics comes & goes https://t.co/LBSLcVd8Xn #Shipping #IMO #Decarbonization #EnergyTransition #ESG #Maritime #ClimatePolicy
