Brent Contango Signals Market Downplays Iran Disruption Risk
Brent DFL rolling into contango suggests the market is fading the Iran oil disruption risk @Rory_Johnston A US strike will probably still happen But traders aren’t pricing sustained barrels off the market. #Oil #Brent #Iran #EnergyMarkets #Geopolitics
AI Growth Stalled by Material and Grid Limits
AI isn’t just code @patrickbrown333 It’s copper, rare earths, turbines, and grid physics. We don’t have the materials, dispatchable power, or interconnection capacity to scale it . Innovation is fast. Infrastructure isn’t. #AI #Energy #Grid #CriticalMinerals #Infrastructure #Overshoot
Communities Demand Decisions, Costs, Concessions for AI Data Centers
People and towns are pushing back against AI data centers There are benefits for jobs & tax revenues but costs in traffic, land use, water, noise & grid stress. As the buildout accelerates, the fight shifts from “can we build?” to “who...
AI Data Centers Will Need Their Own Power Sources
“Bring your own power” is coming for AI data centers Higher rates, curtailment, and political backlash are growing as data centers strain grids https://t.co/oS784Z1ZAk #AI #datacenters #energy #powergrid #naturalgas #PJM #infrastructure #geopolitics
Italy's Carbon Rebates Hide High Power Costs, Gas Dominates
Italy wants to mask high power prices by rebating carbon costs But gas still sets the marginal price and firm capacity is still scarce. When will Europe learn it can't regulate its way around energy constraints? https://t.co/bvwbqV1FTZ #EnergyPolicy #PowerMarkets #CarbonMarkets #EnergyTransition #EnergyPhysics
Batteries Increase Grid Complexity and Cost, Not a Fix
You missed my point @simonnextclick Massive battery spending doesn’t erase grid physics. Batteries add more complexity to grid constraints & more cost to renewables that are already uneconomic at scale. Stop buying the hype & learn about reality LINK👇 https://t.co/74DMqJ5DXD #EnergyTransition #Batteries #Grid #Renewables #EnergySystems
BP Pushes Aggressive Shale Expansion Despite Declining Basins
BP's Koontz is blowing serious smoke in Permian, Eagle Ford & Haynesville Grow shale to 650k bpd while spending $800M less capital? In mature basins with 30% declines? Looks like he's taking his Sandridge Wild West show act to BP Investors beware #Oil #Shale #Permian...
Grid Constraints Will Limit Electrification Before Copper Supply
Your "copper cliff" assumes demand is unlimited @simonnextclick It isn’t Grid bottlenecks, permitting delays, power shortages & capital constraints will cap electrification long before geology does #Copper #EnergyTransition #Grid #Electrification #Commodities @ctindale @wbaltzley02
US Natgas Deficit Shrinks, Prices Near Seasonal Average
U.S natural gas comparative rose 70 bcf to a deficit of 24 bcf week ending February 20 Henry Hub spot price decreased $0.19 from $3.27 to $3.08 Price is reverting to ~$3.07 May - October average after the polar vortex shock #energy #NaturalGas...
Coal's Decline Left a Dispatchable Power Gap
Coal's long decline is why US power supply is can't meet demand expectations. That doesn't mean “coal was good” or “renewables failed.” US lost a massive block of dispatchable power during a no-growth era Now that growth is back, there's no fast,...
WTI Surplus Grows, Prices Hover Near $65
WTI comparative inventory returned to a surplus It has increased 12 mmb to 5.3 mmb more than the 5-year average $65.30 WTI was $8 > marginal price on the red yield curve the week ending February 20 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit...
US Inventories Rise, Supporting Oil Glut Narrative
A good week for the oil glut story U.S. comparative inventory rose 12 mmb for the week ending February 20 Crude C.I. rose 13 mmb, gasoline was flat and rose distillate rose 0.1 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
U.S. Frack Fleets Eye Argentina as New Growth Frontier
U.S. shale isn’t dead but frack fleets are heading overseas “The opportunity in Argentina is one of the most promising," says Patterson-UTI Energy CEO. https://t.co/BGmL1ZLCnL #Shale #Oil #Fracking #EnergyMarkets #SupplyConstraints
OPEC+ Poised for Cautious Supply Hikes Amid Y2K‑style Glut
OPEC+ likely to restart supply hikes The oil glut is looking more like Y2K Still, OPEC+ increases will probably be cautious. https://t.co/XT9I0sGhYp #Oil #OPECPlus #EnergyMarkets #Geopolitics #Shale
Keystone XL Revival Appears in New Filings
New filings suggest the Keystone XL pipeline is being resurrected South Box in Canada & Bridger Pipeline in the U.S. are involved. https://t.co/Gl3HfeV9C5 #KeystoneXL #Pipelines #EnergyPolitics #Oil #Canada #US
Net Zero Fell; Visible Costs, Not Reality, Killed It
Net zero didn’t die because reality changed It died because the costs became politically visible. Electrification survives, and renewables remain central Until their full costs can no longer be ignored. https://t.co/sRbXj6lryP #EnergyTransition #NetZero #Renewables #Electricity #IEA
Congo’s Sovereignty, Not Ownership, Controls Cobalt Supply
China’s cobalt strategy assumed that owning mines guaranteed supply. Congo’s export controls show that sovereignty trumps ownership. China controls processing; Congo controls the tap. https://t.co/sBpdLF03jS #Cobalt #CriticalMinerals #China #SupplyChains #Geopolitics @ctindale
AI Growth Hits Power Grid, Not Capital, Bottleneck
The AI buildout is running into hard physical limits. Capital isn’t the constraint; power is Grids are full, turbines are sold out, and timelines don’t bend for hyperscalers. https://t.co/GNXtK2Hb8p #AI #Energy #PowerGrid #DataCenters #Infrastructure #Geopolitics
Copper Profits Depend on Long‑term Price Strength
Copper is driving miners' profits But exposure is hard to scale unless prices stay high for years Profits are hard to maintain unless supply growth fails Mega-mergers failed because sellers wanted to be paid for the future scarcity now Usual good insights from @ClydeCommods...
US Shale and SPR only Temporary Buffers for Iran Shock
U.S. shale + SPR barrels & China’s vast stockpiles will offset Iran oil disruptions, writes @ronbousso1 But shale doesn't surge on command & stockpiles are a short-lived buffer The most likely shock absorbers are a limited Iran conflict & China stepping...
Uranium Enrichment Capacity, Not Reactors, Limits Supply
Uranium enrichment is running straight into a hard physical bottleneck Enrichment capacity, not reactors, is the constraint The US is still deeply dependent on Russian enrichment https://t.co/UzZh17Lcy5 #NuclearEnergy #Uranium #EnergySecurity #SupplyChains #EnergyTransition #Geopolitics
Oil Growth Hinges on Brent Holding $70 Level
Oil industry won’t grow unless Brent gets up to ~$70 & stays there Below that, drilling dries up and investment stalls. https://t.co/GEUV5bEdMd #OilPrices #EnergyMarkets #Brent #Permian #Production #Capex #Commodities #OilIndustry #MarketSignals
Vaca Muerta's Promise Stalls Behind Fiscal and Infrastructure Hurdles
Argentina’s Vaca Muerta looks great on paper, but it’s not the next Permian. Argentina’s fiscal mess, weak infrastructure, & massive capex needs are real barriers. Continental’s hype says as much about a fading Bakken play as it does about Vaca Muerta. https://t.co/SGzycaNHEd #Oil...
Iran's Oil Loadings Hit 2018 Highs, Margins Thin
Iran is pumping and loading at near-2018 highs ahead of nuclear talks Loadings are surging, buyers are softer, and oil-on-water is piling up More leverage, more risk, thinner margins. https://t.co/AZPC1zaGls #Oil #Iran #Hormuz #Sanctions #Geopolitics #EnergyMarkets
U.S. Plant Retirements Clash With Surging Power Demand
The U.S. plans to retire ~11 GW of power plants in 2026, mostly coal & aging gas Don’t count on it. Power demand is surging faster than new generation can be brought into the grid. Renewables aren't fit for purpose except at the...
Bloomberg's Oil Glut Narrative Shows They're Six Months Late
Bloomberg is still arguing “oil glut” & saying the correlation between geopolitics in the Middle East & oil prices is "broken" How can @bbgoriginals be 6 months behind the curve & still be in the news business? #Oil #EnergyMarkets #Geopolitics #Commodities...
Shadow Oil Fleet Stressed, Sanctions Spur Higher Prices
The shadow oil fleet isn’t gone — it’s under stress Seizures raise costs & strand barrels, but doing more against Russian & Iranian flows means higher oil prices & inflation https://t.co/P5EDN7PrRY #Oil #Sanctions #EnergySecurity #Russia #Iran #Geopolitics
Syria's Oil Output Slashed To
Syria's oil production is a zero-rounding error @NoamRaydan Current levels are roughly 100–120 kb/d. Max production before the Civil War was 400 kb/d. As you note, its heavy, sour crude must be exported to Greece or Italy b/c it has no complex...
Europe’s Gas Crunch Stems From Storage Shortage, Not LNG Scarcity
Europe’s gas problem isn’t a lack of LNG — it’s a lack of buffer, writes @seb_kennedy With storage below 32%, even hypothetical risks like Hormuz move prices fast. #TTF #LNG #EnergySecurity #GasMarkets #Geopolitics
Shale Model Unsustainable; Investors Fled in 2018
I said the shale business model could not last. Investors got that message on their own and fled in 2018 @AmbroserayRay Act out your inferiority complex elsewhere—not on my feed.
Oil Glut Myth Debunked: Sanctions Tighten Real Supply
The oil glut narrative is dying or dead A market rallying 18% YTD isn’t drowning in supply. Yes, barrels exist on paper But sanctions, disruptions, inventories & geopolitics mean they’re not available where prices are set. These views are from the @BloombergNRG article. I agree...
Iran's Survival Shift Fuels Chaos Amid China Metal Competition
Teheran now believes it's marked for death, writes @ctindale Once survival replaces strategy, restraint evaporates & chaos becomes leverage Anyone who thinks this isn’t about oil—specifically balancing China’s grip on metals—simply isn’t paying attention #Geopolitics #Iran #Deterrence #EnergySecurity #PowerPolitics #Risk #MiddleEast #StrategicStability
Trump Uses Iran Threat as Energy Leverage, Not War
War with Iran & energy dominance are unrelated IMO @AsimRiaz1978 Trump knows an Iran strike risks an oil spike & voter blowback at the pump. That's why I think the buildup & a strike are coercive leverage, not a plan...
Houston Firm Acquires Oil Assets via Concho, Shell Deals
"The oil and gas holdings in question were acquired by the Houston-based company through previous transactions involving Concho Resources and Shell, according to the report," @geolsubho https://t.co/OlyZeu35Mu
Brent Spreads Widen Sharply as Front‑month Jumps
Where's the Glut? Brent 12-month spread widened $1.79 (52%) 6-month spread widened $0.68 (30%) for the week ending February 20 Front-month price increased $4.01 from $67.75 to $71.76 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/GkGOzWLZRj
Trump's Energy Policy Failed, Wasting Oil Leverage on China
Energy dominance has been Trump’s most consequential failure @Anon1Oil No Defense Production Act. No serious incentives. No strategy. “Drill, baby, drill” turned into “die, baby, die” in the oil patch. And he’s wasted oil as leverage against China. As for telling me...
Russian Fuel Tanker to Cuba Highlights US Policy Limits
A Russian fuel tanker is heading to Cuba This is a smart move to bring Cuba's humanitarian crisis into the public view. Trump doesn’t want that but he can't do nothing about the oil. He’s boxed in. https://t.co/6TnMy2f4wv #Cuba #Sanctions #EnergyCrisis #Geopolitics #Oil #HumanitarianCrisis #USForeignPolicy...
Conoco Exit Signals Earlier End to Permian Shale Boom
When Conoco cashes out of the Permian, it says shale’s runway is closer to over than investors assume. It also suggests that desperation for cash takes precedence over a growth story for investors. Bleak stuff for Energy Dominance https://t.co/v8EuOOFeWj #Oil #Permian #Shale #EnergyReality #PeakShale
Sanctions Cripple Cuba's Grid, Wealth Fuels Private Power
Sanctions + fuel shortages broke the Cuban grid Those with dollars self-electrify while the rest sit in the dark. Energy desperation risks deepening inequality while the broader economy deteriorates. https://t.co/xOjVSt4Eep #EnergyCrisis #Cuba #Sanctions #Solar #GridFailure
Oil Volatility Beats Fundamentals Amid Trump Risk
Markets are trading a binary Trump headline risk, says @Ole_S_Hansen Oil isn’t moving on fundamentals alone—traders are loading up on upside calls while inventories draw hard. When positioning shifts this fast, volatility is the signal, not the noise. https://t.co/Lan48DvOA7 #OilMarkets #Brent #WTI...
Oil Won’t Ride Super‑Cycle; Growth Slowdown Limits Prices
Beware of the "bull-run narrative" @Matalasdavid Oil's a risk asset unlike value commodities. It's unlikely to have a super-cycle trajectory. 👇 https://t.co/7PUYBWe4PR As economic growth slows, oil will slow. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
US NatGas Spot Prices Under Marginal Cost Post‑Vortex
U.S. Natural Gas in Post-Vortex Price Discovery: Spot Prices Below Marginal Cost $3.27 spot price was at least $1.80 less on the red curve & $0.90 less on the orange curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OIY9qxNzmU
Structural Conditions Set Stage for Multi-Year Energy Bull
The STRUCTURAL CONDITIONS are right for a multi-year bull energy market, says @ericnuttall That doesn't mean it's started or that it will be a straight line back to $90-$100 oil prices. Prices will remain volatile, cyclical, and politically distorted — even...
Iran Strike Could Spike Oil Above $90, Duration Key
Iran risk is unpriceable, writes Rabobank's Joe DeLaura. No strike and oil fades to the low $60s. A strike and $90+ is immediate. What matters isn’t the spike, it’s how long the disruption lasts. #OilMarkets #Iran #Hormuz #Geopolitics #EnergySecurity https://t.co/L6wTlG3QZf
Iran's Infrastructure Attacks Raise Oil Risk Beyond Market Assumptions
Truth from @ClydeCommods 👇 The Iran risk premium assumes a deal or a contained strike that leaves flows intact What if Iran stops playing by the “keep oil flowing” rule & targets infrastructure to force political outcomes? That tail risk is higher than...
Venezuela's Oil Revival Is Overhyped, Still Decayed
Venezuela’s oil “revival” is being wildly oversold. It’s a salvage operation. Rusted pipes, polluted lakes, broken upgraders, and legal risk everywhere. You can’t fix 20 years of decay with a few rigs & a pep talk. https://t.co/tmf2KANGJr #OilMarkets #Venezuela #EnergyReality #Sanctions #crudeoil
Confusion Over “Double Tail” Amid Oil Price Concerns
I doubt many people have any idea what you mean by “the built in double tail” or how that relates to my post on oil prices and geological fear about the Iran situation @B2Balzer
US Iran Strike Would Spark Prolonged, Global Fallout
If the US strikes Iran, it won’t be a weekend event, writes @TheMichaelEvery Retaliation risks include terror cells in Europe The broader Middle East is flammable Energy markets are rightly pricing tail risk—but the real question is duration, not ignition #OilMarkets #Iran #Geopolitics...
LNG Exports Surpass US Domestic Gas Use, Taxpayers Fund Profits
LNG exports volumes are now higher than gas for US homes or businesses The public is subsidizing corporate oil & gas company profits. Long live Make America Great Again https://t.co/cKeIFab7A4 #NaturalGas #LNG #EnergyMarkets #ElectricityPrices #USPolitics #EnergySecurity
China Buys US LNG, Redirects It to Europe
China hasn’t stopped buying U.S. LNG It’s just not burning it at home. Long-term contracts still bind the two systems Flexible LNG markets let China arbitrage politics by diverting cargoes to Europe. Does anyone on Team Trump know this? https://t.co/CacMbcaSMk #LNG #China #EnergyMarkets #Geopolitics #TradeWar #NaturalGas
