https://gnosly.com/feed/energy/Business Intelligence Console and Prediction Algorithms2619https://www.linkedin.com/in/roman-sheremeta-14972a50/Roman Sheremeta<p>Australia’s Minister for Climate Change and Energy, Chris Bowen, said the ban on russian fuel imports would remain in place to prevent Russia from receiving additional funds to finance its war against Ukraine</p>https://www.linkedin.com/in/roman-sheremeta-14972a50/0.00502026-10-10T15:33:05.809511+00:001linkedin.comenergyaustraliadiesel2438https://media.licdn.com/dms/image/v2/D5622AQEk3hSpx2XyHw/feedshare-image-high-res/B56aEmFpASIcAU-/0/1791640375552?e=1793232000&v=beta&t=X5SzGRZRL3NeeQpMIep_JwZ-caqQs_1ZjsL6QTLaa7IView image2026-10-10T15:33:06.307413+00:002606https://www.linkedin.com/in/shiwangipriyates/Shiwangi Priya<p>Fourteen months ago, Washington told India that buying Russian oil financed a war — and raised tariffs on Indian goods to 50 per cent. On 9 October 2026, the same administration lifted its own sanctions on Russian diesel.</p><p><br></p>https://lnkd.in/p/dvJ5xGvP0.00752026-10-10T12:01:50.082375+00:001linkedin.comindiarussiaenergy2425IMAGE/media/content/2606/20261010-trump-and-putin-on-oil-deal.jpg20261010-trump-and-putin-on-oil-deal.jpgjpg2026-10-10T12:05:11.471035+00:002590@gonufrioGiuseppe Onufrio<p>Source: Giuseppe Onufrio (X)</p>https://x.com/gonufrio/status/21088068757981761170.00602026-10-10T09:30:59.760580+00:002x.comwindsolarnuclearenergy2410https://pbs.twimg.com/media/HUP8JEqWYAAtNbT?format=jpg&name=smallImage2026-10-10T09:31:00.233972+00:002547@TheDisproofBONUS<p>Source: TheDisproof (X)</p>https://x.com/TheDisproof/status/21084733475163423130.00402026-10-09T16:06:21.155280+00:002x.comeconomygasenergy2373https://pbs.twimg.com/media/HULNUQyXMAAZVCz?format=jpg&name=smallImage2026-10-09T16:06:21.818321+00:002544@drorpolegDror Poleg<p>Source: drorpoleg (X)</p>https://x.com/drorpoleg/status/21085283027511955240.00402026-10-09T15:22:09.252496+00:002x.comsolarnuclearenergy2369https://pbs.twimg.com/media/HUL_UVjWQAAM0KN?format=jpg&name=smallImage2026-10-09T15:22:10.353644+00:002511@BenAntRahoBen Raho<p><span style="background-color: rgba(255, 255, 255, 0.03);">- Due to geography &amp; energy policy, there is huge variation</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- Renewables are clearly gaining momentum, but we are nowhere near clean electricity</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- The European grid is already very connected and extremely interdependent.</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- Countries with nuclear tend to fill supply gaps in countries with renewable intermittency</span></p><p><span style="background-color: rgba(255, 255, 255, 0.03);">- Batteries are still non-existent</span></p>https://x.com/BenAntRaho/status/21084772044431485260.00602026-10-09T09:44:27.251914+00:002x.comeuelectricityenergy2334https://pbs.twimg.com/media/HULQy4CXwAAaa0T?format=jpg&name=smallImage2026-10-09T09:44:28.249620+00:002453@ember_energyEmber<p>Solar is "gradually reducing the market share and operating hours of fossil fuel plants” says Ember's Alnie Demoral via Bloomberg.</p>https://x.com/ember_energy/status/21077277066662219860.00352026-10-08T07:57:25.336058+00:002x.compakistansolarenergy2407<p>Iranian media is reporting a 60 percent decrease in oil passing through the Strait of Hormuz, saying that the flow of crude oil has faced a significant drop in the last two days, reaching around 3.8 million barrels per day.</p>https://www.aljazeera.com/news/liveblog/2026/10/7/iran-war-live-yemen-forces-claim-control-over-strategic-taiz-mountain-peak0.00402026-10-07T15:40:01.095671+00:005aljazeera.comiranoilenergy2406The International Energy Agency (IEA) member governments have expressed support for accelerating oil stock releases in an attempt to reduce rising fuel prices caused by the closure of the Strait of Hormuz. According to IEA Executive Director Fatih Birol, the governments affirmed their commitment to the March 2026 Collective Action, in which member countries agreed to release 400 million barrels of oil from emergency reserves to address the supply disruption driven by the US-Israel war on Iran. The announcement comes after President Donald Trump threatened to ban US diesel exports if the Group of Seven countries did not release fuel into the markets. On Friday, the G7 agreed to release 100 million barrels of oil. In a statement, Birol said about 325 million barrels of oil have already been released under the agreement and added that the release of all the oil stocks pledged but not yet deployed would bring about 100 million barrels to market. Birol noted that some IEA member countries had released “greater volumes than they initially pledged”. He also said IEA countries “still have significant levels of publicly held emergency oil stocks – equivalent to around 1.1 billion barrels, including over 200 million barrels of diesel”.https://www.aljazeera.com/news/2026/3/11/iea-proposes-release-of-400m-barrels-of-oil-from-strategic-reserves0.00602026-10-07T15:34:09.278754+00:005aljazeera.comoilenergyfuel2217https://www.aljazeera.com/wp-content/uploads/2026/10/reuters_6ac65c88-1791384712.jpg?w=770&resize=770,513&quality=80The International Energy Agency chief Fatih Birol attends an interview with Reuters in Paris, France, December 15, 2023. REUTERS/Sarah Meyssonnier2026-10-07T15:34:11.812126+00:002367@livesciencelivescience.comEarth's energy balance is rising much faster than scientists predicted, and we have no idea whyhttps://x.com/home0.004523662026-10-07T04:30:03.571079+00:002x.comscienceclimateenergy2185https://pbs.twimg.com/card_img/2105923148017225729/goR0Booo?format=jpg&name=small2026-10-07T04:30:04.027891+00:002366@pmagnClimate WatcherFor reasons still unknown, Earth's energy imbalance is rising much faster than models can account for. Earth's energy imbalance is rising much faster than scientists expected — and now researchers worry they might lose the means to figure out whyhttps://x.com/pmagn/status/21075822656101007660.004523672026-10-07T04:30:03.174972+00:002x.comscienceclimateenergy2267<p>The ongoing global squeeze on crude oil and refined fuels is likely to worsen, the head of Saudi state oil giant Aramco says. Refilling global stockpiles tapped under emergency measures could take two years, said Aramco Chief Executive Officer Amin Nasser. “Until Hormuz fully ⁠reopens and confidence returns, ⁠the crude reality is that pressure at both ends ⁠of the barrel will intensify,” Nasser told the Energy Intelligence conference in London. “⁠Even then ⁠replenishing inventories while meeting demand could take up to two ‌years,” he added.</p>https://aje.news/x7vu51?update=50179500.00402026-10-05T09:37:29.490926+00:005aljazeera.comoilenergyaramco2251Ship-tracking firm TankerTrackers.com says satellite imagery showed at least 19 ship-to-ship transfers of oil and other energy products in the Gulf of Oman yesterday. It said 11 of the transfers involved crude oil, two involved liquefied natural gas, and the rest were of refined products, including petrol and diesel. Analysts have cited a surge in ship-to-ship transfers as one of the main reasons for the rebound of oil exports out of the Middle East despite the ongoing war and blockades by Iran and the US. It involves the use of tankers that shuttle back and forth across the Strait of Hormuz to offload their cargo onto other tankers waiting in the Gulf of Oman.https://aje.news/x7vu510.00602026-10-05T07:26:15.718508+00:005aljazeera.comshippingoilenergy2074https://www.aljazeera.com/wp-content/uploads/2026/10/getty_6ac34346d8-1791181638.jpg?w=770&resize=770,513&quality=80MUSCAT, OMAN - JUNE 19: A tourist boat passes near crude oil tankers, bulk carriers, and other vessels anchored off Qaboos Port in Muscat, Oman, on June 19, 2026. The port as a hub for regional trade has become a crucial maritime traffic point. The Strait of Hormuz, a vital shipping route for the region's oil and gas, was effectively blockaded since the outbreak of war between the United States and Iran in late February. This week's provisional peace deal between the countries was meant to reopen the waterway to shipping traffic, but the pace of that reopening is unclear amid continued fighting in Lebanon and the need to clear the Strait of sea mines. (Photo by Elke Scholiers/Getty Images)2026-10-05T07:26:18.478422+00:002245Oil prices have dipped following reports that crude exports from the Middle East have risen above the levels from before the US-Israel war on Iran, according to Reuters. Brent crude futures fell 1 percent to $101.18 a barrel as of about 04:30 GMT, while US West Texas Intermediate crude was at $90.12 a barrel, down 1.03 percent, a few hours earlier. As we reported earlier, crude exports from the region exceeded pre-war levels on September 24 and between September 27 and 29. Meanwhile, the G7 countries have agreed to release 100 million barrels of crude oil and diesel from emergency reserves. “That combination is enough to subdue prices for now even though the risks of further damage to energy infrastructure around the Gulf region haven’t gone away,” Tim Waterer, chief analyst at KCM Trade, told Reuters.https://www.aljazeera.com/news/liveblog/2026/10/5/iran-war-live-fighting-in-yemen-intensifies-tehran-says-ready-for-us-war0.00702026-10-05T06:26:21.247562+00:005aljazeera.comcrudeoilenergy2069https://www.aljazeera.com/wp-content/uploads/2026/10/afp_6abed73ec115-1790891838.jpg?w=770&resize=770,525&quality=80Gas prices above $7 a gallon for regular gasoline and $8 a gallon for diesel are displayed at a Mobil gas station in Los Angeles, on September 23, 2026.2026-10-05T06:26:23.313172+00:002190The UK’s Maritime Trade Operations shipping monitor says a vessel has been struck by an “unknown projectile” in the Strait of Hormuz. The master of the tanker reported a strike on the engine room. The crew are reportedly safe and there was no environmental impact. Commercial vessels continue to be targeted in the vital strait as Gulf states try to get energy supplies to desperate global markets.https://aje.news/loc2ef?update=50140330.00602026-10-04T08:47:06.678119+00:005aljazeera.comshippinghormuzenergy1996https://www.aljazeera.com/wp-content/uploads/2026/08/INTERACTIVE-Alternative-routes-through-the-Strait-of-Hormuz-AUGUST-19-2026-1787210375.png?quality=80Alternative routes through the Strait of Hormuz - August 192026-10-04T08:47:08.546676+00:002179@carlquintanillaCarl Quintanilla<p>A post by Carl Quintanilla on X</p>https://x.com/carlquintanilla/status/21064601330184889930.00402026-10-04T04:51:00.901938+00:002x.comoilenergyvlcc1982https://pbs.twimg.com/media/HTumUtUW4AAb3SQ?format=jpg&name=smallImage2026-10-04T04:51:01.922452+00:002132France has agreed to continue to coordinate actions to help energy supplies come out of the Strait of Hormuz, according to French President Emmanuel Macron, adding that G7 states intend to offer up to 100 million barrels of diesel and crude oil to each other over the next four months. “It has been agreed to continue coordinating actions to help facilitate the exit of shipments from the Strait of Hormuz,” Reuters reported Macron as saying. Macron said that G7 members had agreed that “no ban” will be placed on diesel exports between themselves. The remarks come as US President Trump announced that Europe had agreed to immediately release a “massive” stock of its diesel reserves.https://aje.news/qon8fe0.00602026-10-02T16:18:10.331682+00:005aljazeera.comdieselenergyg71933https://www.aljazeera.com/wp-content/uploads/2023/11/developing-1699362882.svgDeveloping2026-10-02T16:18:10.619771+00:002131Manuel RapaloThere are consequences, regardless of what happens here. At the heart of this, again, as we’ve talked about, diesel is the lifeblood of the US economy, and what’s at stake is affordability for average Americans. If Europe does not release additional reserves, there’s the obvious concern that the supply of diesel will remain very tight and prices will remain very high. But there are also consequences if the United States moves forward with an export ban, which could keep prices very high in Europe and disrupt the global fuel supply around the world. So this is a delicate matter for the Trump administration and the White House. They’re trying to keep the global supply of diesel high so that prices can stay low, and they’re trying to avoid a larger disruption to global energy markets.https://www.aljazeera.com/news/liveblog/2026/10/2/iran-war-live-us-moves-2000-marines-to-middle-east-tanker-hit-in-hormuz?update=50085760.00702026-10-02T16:14:34.521219+00:005aljazeera.comusenergydiesel1932https://www.aljazeera.com/wp-content/uploads/2026/01/dhtKcdB-_400x400-1-1767783527.jpg2026-10-02T16:14:35.115427+00:002123@TheCradleMediaThe Cradle<p>The European Union today "fully rejected" a US threat to ban diesel exports if European countries do not release more of their fuel reserves, European Commission spokesperson Anna-Kaisa Itkonen said. "A ban would not be beneficial to anyone. It would undermine our trust in the United States as a reliable partner," Itkonen said, according to Reuters. She added that the EU's Oil Coordination Group is scheduled to meet on 15 October, but could convene earlier if necessary. The European Commission said separately on Friday that EU diesel supplies remain stable for now, although prices remain high amid tight global markets. The bloc is also coordinating with the International Energy Agency over the release of oil stocks.</p>https://x.com/TheCradleMedia/status/21059792866161586330.00502026-10-02T12:04:55.026938+00:002x.comeuenergydiesel1926https://pbs.twimg.com/media/HTnw--HXAAEekvX?format=jpg&name=smallImage2026-10-02T12:04:56.078509+00:002120@financialjuiceFinancialJuiceFrance has proposed plan to release 50 mln barrels of diesel from Europe and 50 mln barrels of crude oil across IEA members - Source Familiar with Discussion.https://x.com/financialjuice/status/21059305535770461510.00402026-10-02T10:02:56.327897+00:002x.comfranceoilenergy2088@BjornLomborgBjorn Lomborg<p>Self-inflicted: Europe closed 30 refineries 2009-24. Now diesel is record-high compared to oil prices </p>https://x.com/BjornLomborg/status/21057369800721533280.003520892026-10-02T04:20:51.614607+00:002x.comrefineriesenergydiesel1893https://pbs.twimg.com/media/HTkT0M7XEAAjet0?format=png&name=smallImage2026-10-02T04:20:52.033001+00:002072@MagellanQuestMagellanQuest<p>Where does Europe keep its emergency diesel? 🇫🇷 France: 8.2M tonnes 🇩🇪 Germany: 5.6M tonnes Together: ~35% of the EU’s entire strategic diesel reserve. Total EU stockpile: ~39M tonnes. Europe’s energy security has a surprisingly concentrated geography.</p>https://x.com/MagellanQuest/status/21055704774186316190.00402026-10-01T15:36:49.053943+00:002x.comeuropeenergydiesel1887https://pbs.twimg.com/media/HTh9JQcXsAAKzHP?format=jpg&name=smallImage2026-10-01T15:36:49.506543+00:002061@laurimyllyvirtaLauri Myllyvirta<p>Three reasons: power generation from wind and solar grew much more than reported, as always; industrial power demand growth slowed down; and milder temperatures drove a drop in residential demand. How to parse the data</p>https://x.com/laurimyllyvirta/status/21055592333788573500.00602026-10-01T12:28:28.230456+00:002x.comchinaenergy1870IMAGE/media/content/2061/g-20261001-china-energy-consumption.pngg-20261001-china-energy-consumption.pngpng2026-10-01T12:31:01.466131+00:002059@DrSimEvansSimon Evans<p>NEW ANALYSIS: wind/solar generation up 14% in 2026 to date gas down ~10% &gt;100 LNG cargoes avoided</p>https://x.com/DrSimEvans/status/21053154057746801290.00502026-10-01T12:08:45.305036+00:002x.comwindsolarenergy1866https://pbs.twimg.com/media/HTeVESqXwAALyY3?format=jpg&name=smallImage2026-10-01T12:08:46.255903+00:002055While energy shipments have recovered through the Strait of Hormuz the situation remains fragile and costly, an analyst says. Abdul Khalique, head of the maritime centre at Liverpool John Moores University, said the route itself has changed significantly with tanker-to-tanker transfers now playing a greater role. Security risks also persist, Khalique added, with warnings issued following tanker attacks in Hormuz on September 29. “The strait is functioning under protection but remains fragile,” he said “Brent near or above $100 reflects depleted inventories, scarce refined products, costly and risky shipping, constrained bypass routes, and the risk that current flows could be disrupted again.” Commodity analytics firm Kpler said Middle East crude oil exports have recovered to about 80 percent of pre-war levels. But the figure remains 3.2 million barrels per day (bpd) below the 19.5 million bpd exported in February before the US-Israel war on Iran began.https://aje.news/ckzmrg0.00702026-10-01T11:52:45.109660+00:005aljazeera.comshippingoilenergy1862https://www.aljazeera.com/wp-content/uploads/2026/09/INTERACTIVE-MIDDLE-EAST-iran-hormuz-shipping-aug-27-2026-1787815800-1788488337.webp[Al Jazeera]2026-10-01T11:52:45.697766+00:002054@janrosenowJan Rosenow<p>Since the Hormuz crisis, EU gas prices are up 132% and oil 52%. Electricity is up 44%, after falling through spring. Every boiler, car and furnace that switches to electricity is less exposed to the energy crisis. Electrification is increasingly energy security.</p>https://x.com/janrosenow/status/21056190203805986930.00402026-10-01T11:46:53.275219+00:002x.comhormuz-crisiseu-gasenergy1860IMAGE/media/content/2054/g-20261001-eu-gas-prices-rising.jpgg-20261001-eu-gas-prices-rising.jpgjpg2026-10-01T11:47:53.614707+00:002047@MarioNawfalMario Nawfal<p>Washington wants Europe to release its emergency diesel stockpiles, and France and Germany hold more than a third of them. France holds 8.2 million tons and Germany 5.6 million, together about 35% of the EU's strategic diesel reserves, according to the latest EU data. U.S. officials say both countries have fallen short of promises made in March to release oil stocks and help offset the supply shock from the Iran war. Diesel prices have hit record or near-record highs in several markets, including Europe, hammering trucking, farming and industry. The EU says it hasn't decided whether to release more and wants to keep some in reserve in case things get worse. Awkward timing, since Europe now leans heavily on American diesel imports, and Trump has backed banning them altogether. Source: Reuters / Writer: Julie</p>https://x.com/MarioNawfal/status/21055797232333295460.00702026-10-01T10:22:07.461940+00:002x.comeuenergydiesel1850https://pbs.twimg.com/media/HTiBXJ7WUAAJucJ?format=jpg&name=smallImage2026-10-01T10:22:07.710034+00:002033@LukeGromenLuke Gromen<p>Few metrics are a better read on real economic growth than electricity production. US’s was flat for 20 years US is finally reacting; bond investor consensus still thinks the US can catch up without the bond market being crushed in real terms, but that’s not possible.</p>https://x.com/LukeGromen/status/21054323167890148320.00502026-10-01T07:06:48.278889+00:002x.comycceconomicsenergy1833IMAGE/media/content/2033/g-20261001-china-vs.us-on-electricity-consumption.jpgg-20261001-china-vs.us-on-electricity-consumption.jpgjpg2026-10-01T07:08:43.459128+00:001990@OilHeadlineNewsEnergy Headline NewsDiesel crack spread soars to $110https://x.com/OilHeadlineNews/status/21053115206996091840.00402026-09-30T16:08:28.732058+00:002x.comcrack-spreadenergydiesel1789https://pbs.twimg.com/media/HTeRq7bWYAANZLv?format=jpg&name=smallImage2026-09-30T16:08:29.237787+00:001989@TOzgokmen471TOCore doesn't include energy. There is new money, so higher energy prices will start pushing all else down. Eventually, deflation will arrive with the collapse of the economy due to debt defaults and lay offs and RE foreclosures and eventually... maybe.. stock market crash.https://x.com/TOzgokmen/status/21052756846840260880.00402026-09-30T16:07:03.751626+00:002x.comdeflationenergyeconomy1788https://pbs.twimg.com/media/HTdwxoBXQAAu0M7?format=jpg&name=smallImage2026-09-30T16:07:04.038969+00:001984@ChapoGrimeyChapoenergy prices are rising faster than ever. sell your data center stocks, they probably won't be profitable ever.https://x.com/ChapoGrimey/status/21053177865831713280.00402026-09-30T15:45:35.167064+00:002x.comdatastocksenergy1780https://pbs.twimg.com/media/HTeXCu9bkAAFMjD?format=png&name=smallImage2026-09-30T15:45:35.442564+00:001982@SoberLook(((The Daily Shot)))<p>The US has been the world’s largest oil producer for nearly a decade. Source: @OurWorldInData</p>https://x.com/SoberLook/status/21052839437421900700.00402026-09-30T15:29:10.286986+00:002x.comusoilenergy1778IMAGE/media/content/1982/g-20260930-us-oil-producer-chart.jpgg-20260930-us-oil-producer-chart.jpgjpg2026-09-30T15:32:06.102604+00:001967Crude exports from Middle East Gulf producers, excluding Iran, have returned to pre-war levels seven months after the effective closure of the Strait of Hormuz, reaching at least 16.5 million barrels per day in September, according to data firm Kpler. The recovery has changed regional oil logistics, Kpler said in a social media statement. About 40 percent of crude now leaves without crossing the strait, up from 17 percent before the war, as Saudi Arabia and the United Arab Emirates make greater use of pipeline routes. Of the crude that crossed the Strait of Hormuz in August, more than 70 percent changed tankers offshore, it said. “The volumes have recovered, but through a fundamentally different export system,” Kpler said.https://aje.news/qdjslg?update=50015970.00502026-09-30T13:18:32.174779+00:005aljazeera.comexportsoilenergy1966@SchuldensuehnerHolger Zschaepitz<p>German inflation accelerated to 3.3% in Sep from 2.9% in Aug, driven by another sharp rise in energy prices. Core inflation, which strips out energy and food, held steady at 2.4%.</p>https://x.com/Schuldensuehner/status/21052801742166672390.00402026-09-30T13:14:34.837564+00:002x.cominflationenergyeconomy1761https://pbs.twimg.com/media/HTd0jWgXAAAIPTs?format=png&name=smallImage2026-09-30T13:14:36.424970+00:001915Oil shipments through the Strait of Hormuz averaged about 13.2 million barrels a day over the past week – roughly 77 percent of their prewar level – even as Iran claims to have stepped up attacks on vessels trying to cross the waterway, according to Kpler. Daily confirmed oil flows varied sharply from September 24-27, ranging from about 6.5 million to 12.6 million barrels. The figures for the most recent days are preliminary and may rise as more shipments are confirmed. The increased movement of oil comes during ongoing talks to fully reopen the strait within seven days, a plan proposed by Iran.https://aje.news/a9qx0f0.00502026-09-29T15:09:03.994207+00:005aljazeera.comoilhormuzenergy1704https://www.aljazeera.com/wp-content/uploads/2026/08/INTERACTIVE-Alternative-routes-through-the-Strait-of-Hormuz-AUGUST-19-2026-1787210375.png?quality=80Alternative routes through the Strait of Hormuz - August 192026-09-29T15:09:04.394302+00:001820@MagellanQuestMagellanQuestNorway has just 5.6 million people. In 2024, it generated 140 TWh of hydropower, around 25 MWh per person. But the crazier number is storage: Norway’s hydro reservoirs can hold around 87 TWh of energy. That’s why Norway is Europe’s great hydropower battery.https://x.com/MagellanQuest/status/21041725439011104460.004018212026-09-27T14:56:32.109394+00:002x.comnorwayhydropowerenergy1595https://pbs.twimg.com/media/HTOFt7EX0AA0Y_T?format=png&name=smallImage2026-09-27T14:56:32.359696+00:001800https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAWhat absorbed the Hormuz oil shock?~35% of the gap: pipelines + new supply~20%: inventory drawdowns~45%: lower oil consumptionThe shock absorbers worked. But some are temporary, and the cushion is wearing thin.Source: McKInseyhttps://www.linkedin.com/feed/0.00352026-09-27T06:54:00.597713+00:001linkedin.comsupplyoilenergy1580https://media.licdn.com/dms/image/v2/D4E22AQGvBqQJQ-7uTw/feedshare-shrink_800/B4EaDAqRaJGgAc-/0/1789938702288?e=1792022400&v=beta&t=DRFJABro9XG2aFfW3abqkOQgC-kT1VXcxAbm2wTNB5MView image2026-09-27T06:54:01.924416+00:001723The European Union is facing an energy price crisis as a result of the Iran war fallout in oil and gas markets, the bloc’s energy chief has said in a letter urging countries to consider measures to curb energy demand. “We are facing a price crisis linking to a supply crisis,” EU Energy Commissioner Dan Jorgensen said in a letter to EU countries’ energy ministers on Friday. While the EU is better prepared now than it was in winter 2021 when Russia squeezed Europe’s gas supplies by reducing deliveries, governments must step up preparations for this winter, he said. “I invite you to consider taking or continuing to take measures that can sustain [gas storage] injections or reduce gas and electricity demand for as long as necessary,” Jorgensen said.https://aje.news/cjfju80.00402026-09-26T11:04:45.760980+00:005aljazeera.comiran-wareuropean-unionenergy1715@avionsunantiqu1Nicholas JamesOil Manipulation has been non-stop this week. 1. The Saudi E/W pipeline to open on Tuesday 2. A diesel export ban to be implemented 3. Hormuz to be open in 7 days 4. Iran and US were talking in person in NY All were false Oil took it on the chin, and is holding $90+https://x.com/avionsunantiqu1/status/21035649384848633650.00402026-09-26T08:29:56.640627+00:002x.comoilmanipulationenergy1694@jackprandelliJack PrandelliThe global LNG market just papered over a war Qatar's wartime outages erased roughly 40 million tons of supply over nine months. Its actual run rate was down as much as 96%. On paper, the US, Australia and the rest of the market grew enough to fill the hole: global supply is tracking at 308 million tons for the first nine months of 2026, barely 2 million tons below last year. Fo me replacement cargoes don't move on the same contracts or the same timelines as the volumes Qatar used to ship, so buyers who leaned on Qatari LNG absorbed real shortages and price spikes long before the global stats caught up. https://themerchantsnews.substack.com/p/why-a-1-billion-eu-company-is-betting?r=tf0g2https://x.com/jackprandelli/status/21034834316531630710.00502026-09-26T07:13:55.421265+00:002x.comglobal-supplyenergylng1484https://pbs.twimg.com/media/HTESfFxa4AAfRuR?format=jpgImage2026-09-26T07:13:55.727536+00:001693@steve_hankeSteve HankeThe global market for diesel fuel is being SQUEEZED FROM ALL SIDES. Russian refinery output has PLUNGED 30% in the past year. Middle Eastern diesel exports have fallen to ~25% of prewar levels, and China’s independent refiners have cut production to a NINE-YEAR LOW. STAY LONG DIESEL.https://x.com/steve_hanke/status/21034746012842069100.00502026-09-26T07:13:26.605972+00:002x.commarketenergydiesel1483https://pbs.twimg.com/media/HTBxsCSXUAAK3DZ?format=jpg&name=smallImage2026-09-26T07:13:26.990506+00:001691@SPGEnergyOilOil by S&P Global EnergyThe discussion around a potential U.S. diesel export ban has picked up steam recently, but the real question isn't whether exports could be restricted. It's what happens next. In today's interconnected fuels market, changes aimed at solving one problem can create unexpected impacts elsewhere. From refinery operations and fuel balances to international trade flows, the effects would reach far beyond diesel alone. Our latest briefing examines the potential market consequences and highlights why understanding the full system matters when evaluating policy options. It's a fascinating example of how closely linked global energy markets have become. Worth a read for anyone following fuels, refining, transportation, or energy policy. Source: How a US diesel export ban could impact the refining market - September 2026. https://okt.to/wblmMehttps://x.com/SPGEnergyOil/status/21035546531954933760.00602026-09-26T07:10:18.205750+00:002x.comrefiningenergydiesel1480https://pbs.twimg.com/media/HTFTz1AW0AA1DDT?format=png&name=smallImage2026-09-26T07:10:18.409457+00:001688@ASX__TraderDavid Bird (ASX Trader) B.Ed, CFTeTHIS CHART COULD BE ONE OF THE MOST IMPORTANT CHARTS IN THE ENERGY MARKET RIGHT NOW. A lot of people believe the current oil supply problem is simply because of the war. War ends = oil problem solved. But look closely at the chart. The biggest structural change started years before the current war. After the energy crisis of the 1970s, America created the Strategic Petroleum Reserve. Think of it as an emergency savings account for oil. For roughly 40 years, the US built up hundreds of millions of barrels as protection against another major supply shock. Then COVID happened. Planes stopped flying, cars stopped moving and global oil demand collapsed. Producers cut production and investment. But when the world reopened, demand came back much faster than parts of the supply system could respond. That's when America increasingly started drawing down its emergency oil reserves. And this is the key point. Look at the huge decline in the Strategic Petroleum Reserve from 2020 to 2025. That happened BEFORE the current war. Following Russia's invasion of Ukraine and the energy shock in 2022, the US alone announced an emergency release of 180 million barrels. So the war we're dealing with today didn't create the entire problem. If anything, it has been the nail in the coffin of a problem that was already developing. The US entered the current conflict with roughly 415 million barrels in its Strategic Petroleum Reserve. Six months later? 286.6 million barrels. That's another roughly 30% of the remaining stockpile gone, leaving America's emergency oil reserves at their lowest level since 1982. And America isn't alone. Other countries have also drawn heavily on emergency reserves. This is why I think saying, "When the war ends, oil goes back to normal," is far too simplistic. Even if the war stopped tomorrow, those barrels don't magically reappear. At some point, governments will want to rebuild their emergency reserves. And those barrels have to come from somewhere. So potentially you've got normal global oil demand, growing energy requirements, AND countries eventually trying to rebuild strategic stockpiles that took decades to accumulate. That's the bigger picture I'm watching. Don't just focus on the final drop in this chart. The major depletion started years before the current war. The war may eventually end. But the structural energy problem doesn't necessarily end with it.https://x.com/ASX__Trader/status/21035721804120929160.00602026-09-26T07:08:19.971282+00:002x.comoilenergyreserves1478https://pbs.twimg.com/media/HTFjv6ra8AABfyC?format=jpg&name=smallImage2026-09-26T07:08:21.796136+00:001647@biofuelslawCorey Lavinsky⚡️ EIA just released its annual #biofuels production capacity report. More than 250 U.S. facilities produce #ethanol, biodiesel, RD & other liquid biofuels. Ethanol production capacity stands at 1.2 million b/d (18.4 billion gallons annually). RD capacity far exceeds BD capacity.https://x.com/biofuelslaw/status/21031287316112754390.00602026-09-25T08:31:25.924287+00:002x.comenergybiofuelsethanol1446https://pbs.twimg.com/media/HS_PwrnXEAAEqIW?format=jpg&name=smallImage2026-09-25T08:31:26.344195+00:001534https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA⚠️ BREAKING: White House is preparing plan for 90-day diesel exports banIf Politico is right, Europe is heading into a financial crisis.Politico: "The Trump administration is preparing a plan to ban exports of diesel for 90 days, despite splits inside the administration and with the oil industry, in a bid to bring down energy prices weighing on Republicans leading into the midterms, five people familiar with the discussions said Wednesday.A ban, the legal process of which is still being worked out, has been opposed by U.S. fuel producers who have warned that any short-term benefit would be outweighed by higher fuel prices in the future. Any halt to shipments would be the first restriction on U.S. energy exports since the Obama administration lifted a decades-old ban on oil exports in 2015.But the war that the Trump administration launched against Iran in February, as well as Ukraine’s attacks against Russian refineries, have boosted diesel prices to record highs and caused farm-state Republicans to demand the ban. The average price for a gallon of diesel was $6.52 Wednesday, up 91 cents from a month ago and $2.83 from last year, according to AAA.Some GOP lawmakers, refining industry executives and even some administration officials are still trying to convince President Donald Trump that a ban would be a bad idea, one that could backfire by eventually raising prices for gasoline, jet fuel and other fuels, said people familiar with the discussions who were granted anonymity to describe internal White House communications.But as high energy prices continue to bedevil Republican candidates going into tough midterm elections in less than seven weeks, Trump is inclined to announce a ban by the end of the week and consider any blowback “a December problem,” said one oil industry executive who has discussed the ban with senior White House officials"https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00702026-09-24T07:03:07.161908+00:001linkedin.comexportspoliticsenergy1342https://media.licdn.com/dms/image/v2/D4E22AQEbjU4sFPh1ww/feedshare-shrink_800/B4EaDR09XdIEAc-/0/1790226716387?e=1792022400&v=beta&t=zic6zvRMRyggs4ldkpfL5S8AVR81W89uju2xrDLBdEcView image2026-09-24T07:03:08.446720+00:001527@DanielPalkenDaniel PalkenA lot of talk right now about diesel prices. Our new U.S. energy data platform was updated *today* to show the price spread between diesel and gasoline at weekly resolution, with latest EIA data incorporated as soon as it drops.https://x.com/DanielPalken/status/21028724918279045500.00402026-09-24T06:02:21.492836+00:002x.comdataenergydiesel1337https://pbs.twimg.com/media/HS7kB7iW8AAnIkP?format=jpg&name=smallImage2026-09-24T06:02:22.557412+00:001504https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAThis is a segment on which China is ultra-dominatingthe US.Indeed, unlike the US, China has the electrical capacity to build all of their AI roadmap. China has 4000GW of total power generation and growing 20%. The US is at 1200GW and flat (with PJM and ERCOT nearing capacity)Source: zerohedgehttps://www.linkedin.com/feed/0.00602026-09-23T19:52:56.065948+00:001linkedin.comchinaenergyus1320https://media.licdn.com/dms/image/v2/D4E22AQE2QNvaMZ6TxA/feedshare-shrink_800/B4EaDMpl7uJkAc-/0/1790139850857?e=1792022400&v=beta&t=of5spSFp8SCmhIxrIZ6nzLEPcHKiqo-XEcF69UNdT5sView image2026-09-23T19:52:57.160849+00:001474@Frank_StonesFrancesco Sassi🚨 American "Energy Dominance" is turning inward as Trump weighs a U.S. diesel export ban. Spurred by record fuel costs and election vulnerabilities, Washington's potential shift toward energy nationalism could upend global trade flows. Here is the breakdown: 👇 🇺🇸 🇬🇧 🇫🇷 🇧🇷 🇲🇽 🛢️https://x.com/Frank_Stones/status/21026956607976941790.00502026-09-23T14:07:45.108587+00:002x.comtrumpenergytrade1298https://pbs.twimg.com/media/HS5GLLcWgAA8pNI?format=jpg&name=smallImage2026-09-23T14:07:45.484355+00:001472@montelnewsMontel NewsGas prices could double to EUR 140-150/MWh in a cold winter and lead to reduced industrial demand in Germany, where consumption has remained stable despite high prices so far this year, analysts told Montel.https://x.com/montelnews/status/21027380710997529350.00702026-09-23T14:07:02.410835+00:002x.comgermanygasenergy1296https://pbs.twimg.com/card_img/2102738071368134656/T_0TyOlJ?format=jpg&name=small2026-09-23T14:07:05.548877+00:001396@T_Mason_HMason HamiltonOf the 8 million barrels of diesel traded globally by sea each day, the U.S. supplies about 1.5 million of them — about 20%. An export ban would remove the single largest source of global diesel from the market, and the consequences could be catastrophic.https://x.com/T_Mason_H/status/21025022668006281130.00502026-09-23T05:22:34.771240+00:002x.comexportsenergydiesel1224https://pbs.twimg.com/media/HS2Wp0WWEAAPrMu?format=jpg&name=smallImage2026-09-23T05:22:35.512983+00:001376@ecbEuropean Central BankThe second wave of energy price increases means inflation is likely to be higher for longer before falling back towards target from mid-2027 onwards, Chief Economist Philip R. Lane tells @LeTemps. He also discusses growth, government spending and AI https://ecb.europa.eu/press/inter/date/2026/html/ecb.in260922~5f89d300ee.en.html…https://x.com/ecb/status/21022619320321970450.00502026-09-22T09:46:52.884969+00:002x.cominflationenergyeconomy1208https://pbs.twimg.com/media/HSy7oueWQAAuVd5?format=jpg&name=smallImage2026-09-22T09:46:53.097383+00:001360@jackprandelliJack PrandelliDiesel has completely decoupled from crude. Since the strike on Iran in late February, low-sulphur gasoil went from tracking Brent almost 1:1 to trading at nearly double it now above $200/barrel equivalent while Brent sits around $110. Crude got cheaper through the summer; diesel never really followed it down and it's now ripping higher again into autumn. image source: FT https://themerchantsnews.substack.com/p/if-china-refines-the-world-out-of?r=tf0g2…https://x.com/jackprandelli/status/21018979180433082720.00502026-09-22T06:01:34.754434+00:002x.comcrudeenergydiesel1192https://pbs.twimg.com/media/HStw584bMAE-UzO?format=jpg&name=smallImage2026-09-22T06:01:35.675870+00:001357@AssaadRazzoukAssaad RazzoukThe last 3 months saw two opposite energy worlds collide across the G20: >Clean records: China's EV share hit 65.1%, Britain's solar generated record 14.4% of power, California ran 13GW of batteries at dusk, 36% of demand, to continue to evict gas peakers >Fossil shocks: US diesel jumped $1/gallon in four weeks to hit $6.51 for the first time in HISTORY, German diesel hit a record €2.47/liter, Indian industrial power tariffs jumped 41% as Brent topped $100 Wires don't have a Strait of Hormuzhttps://x.com/AssaadRazzouk/status/21021329522684438930.00502026-09-22T05:54:59.331857+00:002x.comg20recordsenergy1188https://pbs.twimg.com/media/HSxF-uyWsAE23aI?format=jpg&name=smallImage2026-09-22T05:54:59.530728+00:001356@SCapStrategistTSCSWowzers. Saudi crude averaged 2.9 mb/d over 6 days through hormuz against 700 kb/d in August (satellite data, JPMorgan). Ship to ship transfers off Oman are near 2.5 mb/d this month vs 1.4 in August. Of course brent is $100 down 3.6% today. What's still true: VLCC freight to China is above $30 a barrel (over 25% of crude price against 2-3% pre-war). And every one of those pass with Iranian permission. Makes you think.https://x.com/SCapStrategist/status/21020556403990120970.00502026-09-22T05:54:31.328214+00:002x.comcrudeoilenergy1354https://www.linkedin.com/in/maxencevisseau/Maxence VisseauTomorrow, Gulf leaders sit down with Trump in New York, and I expect them to ask one simple question: when can we export our energy again? In this short memo, I lay out how Iran is pressing on three fronts to push the Gulf states toward a hard choice, and why I think a direct arrangement with Tehran over Hormuz, possibly including a fee for passage, is more plausible today than it was six months ago. It's a two-minute read, written from here in the UAE. If you were advising Riyadh, would you pay Tehran to reopen Hormuz?https://www.linkedin.com/pulse/what-us-alliance-worth-oil-cant-leave-gulf-maxencevisseau-loq1f/0.005513552026-09-22T05:52:20.244092+00:001linkedin.comiranenergygulf1324French President Emmanuel Macron has addressed global energy markets following talks with US President Donald Trump in New York, highlighting joint efforts to stabilise supplies and push for diplomatic resolutions. In a post on X, Macron wrote that upon his arrival in New York, he met Trump to coordinate responses to regional and international challenges. “We decided to act together to ease tensions in the energy markets, by protecting critical infrastructure in the Middle East and freedom of navigation in the Strait of Hormuz,” Macron said. He added that both leaders would pool their efforts to secure a moratorium on strikes against energy infrastructure and Ukrainian civilian infrastructure. “Civilian populations must be protected, and we must initiate as soon as possible a serious negotiation on the conditions for peace between Russia and Ukraine,” Macron said.https://www.aljazeera.com/news/liveblog/2026/9/22/iran-war-live-irgc-says-us-israel-must-accept-withdrawal-from-region0.00402026-09-22T05:00:15.382646+00:005aljazeera.comdiplomacypoliticsenergy1289Oil prices have fallen to their lowest in more than a week on hopes of diplomacy in the US-Israel war on Iran, and as investors weighed a partial recovery in Saudi shipments despite continued Houthi attacks, according to the Reuters news agency. Brent crude futures and US West Texas Intermediate crude touched their lowest since September 10 this morning, with Brent at $101.71 a barrel by 02:13 GMT, down $2.16, or 2.08 percent. US West Texas Intermediate crude lost $2.15, or 2.14 percent, to $98.15 a barrel. “It seems that a degree of risk premium is being removed from oil prices on hopes that a diplomatic path to de-escalate the US-Iran war may arrive this week,” Tim Waterer, chief market analyst at KCM Trade, told Reuters. “Whether that hope proves to be warranted or not is another question. Time will tell.”https://aje.news/xwqax30.00502026-09-21T04:58:48.419074+00:005aljazeera.comdiplomacyoilenergy1238state-run energy companyhttps://www.aljazeera.com/news/2026/3/2/qatarenergy-worlds-largest-lng-firm-halts-production-after-iran-attacks0.003512372026-09-20T17:11:19.015918+00:005aljazeera.comenergyqatar1237Qatar’s Energy Minister and CEO of QatarEnergy says the state-run energy company is producing a “very minute” amount of LNG and the country could resume normal gas production a few weeks after the Strait of Hormuz is reopened. At the Qatar Economic Forum, Saad Sherida al-Kaabi said critical equipment was unable to reach Qatar due to the Hormuz crisis.https://www.aljazeera.com/news/liveblog/2026/9/20/iran-war-live-tehran-calls-for-end-to-war-lifting-of-us-naval-blockade0.003512382026-09-20T17:11:17.340650+00:005aljazeera.comenergyhormuzqatar1231@ricwe123RichardAnd so it begins. French President Emmanuel Macron is now in full damage-control mode, urgently warning French citizens to prepare for a situation they never imagined would become reality. ENERGY SHORTAGES.https://x.com/ricwe123/status/21016233350082604700.00402026-09-20T12:32:47.991464+00:002x.comenergyfrenchmacron1144https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterWhile everyone is watching crude oil futures, the physical crude oil market is out of control.Shipping costs for crude oil are surging at a near-unprecedented rate.The cost to ship 2 million barrels of crude oil from West Africa to China is now up to $23.59/barrel.To put this into perspective, in July, the cost for the same shipment ~$6.50/barrel.That's a +258% surge in shipping costs in just 2 months.We are witnessing one of the largest global energy shocks ever recorded.https://www.linkedin.com/company/the-kobeissi-letter/0.00702026-09-20T05:14:46.215631+00:001linkedin.comcrude-oilshipping-costsenergy1134https://www.linkedin.com/company/yahoo-finance/Yahoo FinanceRising gas prices are posing a growing political headache for the White House as the midterm campaign heats up. At a rally in North Carolina, President Donald Trump pushed back on economic frustrations over energy costs tied to the Iran conflict, telling supporters that higher prices at the pump are a small price to pay.Read more: https://yhoo.it/4AlMVqehttps://www.linkedin.com/feed/0.00352026-09-19T16:32:05.637878+00:001linkedin.comgas-pricespoliticsenergy966https://media.licdn.com/dms/image/v2/D4E0BAQE1DrmvvlQHrg/company-logo_100_100/company-logo_100_100/0/1729540461858/yahoo_finance_logo?e=1791417600&v=beta&t=Ba67PfXfaZeYLiLN-dh7eQpb_HuxymIuhkLfeo-QAqcView company: Yahoo Finance2026-09-19T16:32:05.941949+00:001126Iran’s Foreign Minister Abbas Araghchi and his Pakistani counterpart, Ishaq Dar, stress “the importance of uninterrupted energy supplies and the safe passage of ships” during phone call.https://www.aljazeera.com/news/liveblog/2026/9/19/iran-war-live-trump-extends-sanctions-on-iran-houthi-supporters-in-sanaa0.001511272026-09-19T16:29:28.339625+00:005aljazeera.comiranpakistanenergy1059https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.We expect to see diesel prices push toward $7.00/gallon.https://www.linkedin.com/feed/0.00702026-09-18T16:18:13.851576+00:001linkedin.comexxon-mobilenergydiesel888https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1791417600&v=beta&t=ynVZJrcbOXqRaM8BH9BkD1x-e68Ppj9f7kd6JlZNuBIView company: The Kobeissi Letter2026-09-18T16:18:14.086617+00:001051Diesel prices in the United States have reached a new record high, averaging $6.44 a gallon (3.8 litres), reports the American Automobile Association. Global fuel supplies have been squeezed by the US-Israeli war on Iran and Ukrainian attacks on Russian refineries. The cost of US diesel is about 70 percent higher than a year ago, according to Energy Information Administration data.https://aje.news/lkvdtg0.00402026-09-18T16:01:06.088215+00:005aljazeera.comdiesel-pricesenergyfuel999@KobeissiLetterThe Kobeissi LetterBREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues. This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season. We expect to see diesel prices push toward $7.00/gallon.https://x.com/KobeissiLetter/status/21007958356885877590.00502026-09-18T04:12:49.034005+00:002x.comexxonmobilenergydiesel982@DarioCpxJustDarioFun Fact: Urals crude oil (the one from the, in theory, sanctioned Russia) is now more expensive than the US WTI (105$) and European Brent (108.2$) Trump and Bessent must be so tired of winning so muchhttps://x.com/DarioCpx/status/21000318844495219590.00602026-09-17T19:21:14.609936+00:002x.comeconomicsoilenergy830https://pbs.twimg.com/media/HSTPgABaEAARCQZ?format=jpg&name=smallImage2026-09-17T19:21:15.117472+00:00973@ArcisFXArcisFX#CrudeOil #WTI - don't short now - it's too late. Wait for a reclaim of the green 20SMA above, and then for it to curl back down beneath. Energy trades are far too risky right now to be shorting a war bid after an already large dip.https://x.com/ArcisFX/status/21006249187442774070.00402026-09-17T19:15:10.024388+00:002x.comwtienergycrudeoil821https://pbs.twimg.com/media/HSbrN11XgAEosp4?format=jpg&name=smallImage2026-09-17T19:15:10.373014+00:00971@jackprandelliJack PrandelliZelenskyy confirmed Ukraine hit Russia's Syzran refinery overnight, along with a drone production facility in Taganrog. Both Moscow and Kyiv have now rejected Trump's claimed energy truce outright, the Kremlin calling a halt "a good idea" without agreeing to one, Kyiv saying flatly no deal exists. At the same time, Russia's crude processing climbed to nearly 4 million barrels a day in the week of September 3-9, as several previously drone-hit refineries came back online. Two things are true at once here. Neither government has actually agreed to stop hitting energy targets, and Russia's refineries are proving more resilient than the "two-decade low" headlines suggested. Repair crews are outpacing the ceasefire talk just as much as the strikes are.https://x.com/jackprandelli/status/20998917437812042490.00502026-09-17T19:13:24.743881+00:002x.comrussiaukraineenergy819IMAGE/media/content/971/image.pngimage.pngpng2026-09-17T19:13:50.474315+00:00970JP Morgan commodities team writing what many of us have been thinking: “For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.” I've asked the most informed energy people on the planet one question and no one has an answer..."how does this end?"https://x.com/ericnuttall/status/21005906028825644340.00502026-09-17T19:12:26.668525+00:002x.comiran-conflictenergycommodities948@OurWorldInDataOur World in DataHow fast is the world building up solar power? The International Renewable Energy Agency (IRENA) is an intergovernmental organization with 172 countries and the European Union. Its Renewable Energy Statistics is a reference dataset on how much renewable power capacity has beenhttps://x.com/OurWorldInData/status/21002385542741730980.00402026-09-17T16:15:48.146048+00:002x.comsolarenergyrenewable803https://pbs.twimg.com/media/HSWL1SVXkAAXQZx?format=jpg&name=smallImage2026-09-17T16:15:48.402740+00:00917@robin_j_brooksRobin BrooksI think we can call an official end to the latest oil price panic around the attack on the Saudi East-West pipeline. What we learning - over and over - is that the global oil market is way more resilient and robust than the $200 oil crowd likes to admit... https://robinjbrooks.substack.com/p/how-to-think-about-the-saudi-pipeline…https://x.com/robin_j_brooks/status/21005759078994617180.00402026-09-17T15:54:35.954968+00:002x.comoilpipelineenergy779https://pbs.twimg.com/media/HSa97UqXYAAHedy?format=jpg&name=smallImage2026-09-17T15:54:36.293885+00:00914The world’s second-largest crude exporter is rerouting crude via dark shipments and ship-to-ship transfers off Oman.https://www.aljazeera.com/news/2026/9/17/from-yanbu-to-sohar-tracking-saudi-arabias-alternative-oil-routes0.00402026-09-17T15:52:28.519483+00:005aljazeera.comsaudi-arabiaoilenergy777https://www.aljazeera.com/wp-content/uploads/2026/09/INTERACTIVE-Outside-image-map-routes-1789632851.pngINTERACTIVE - Outside image map routes-17896328512026-09-17T15:52:29.526783+00:00888As geopolitical conflict disrupts global supply, commodities brokers and traders are reaping profits.https://www.wsj.com/0.00402026-09-17T15:10:42.219255+00:0023wsj.comwarcommoditiesenergy760https://images.wsj.net/im-93333275?width=288&height=192Barrels of Sake and Rooftop Galas: Energy Traders Toast the War Boom2026-09-17T15:10:42.633885+00:00865@HormuzLetterThe Hormuz LetterBREAKING: US stations are running out of diesel. Stations in North Texas are now posting "OUT" on their diesel signs, and an Orlando, Florida station has blanked its diesel price to 0.00 with the pump dry today. California stations already began posting "out of diesel" signs on Sunday, with the national average at a record $6.31 a gallon.https://x.com/HormuzLetter/status/21003927467457333640.00502026-09-17T07:13:57.689792+00:002x.comusenergydiesel744https://pbs.twimg.com/media/HSYSQ17XcAAZKRb?format=jpg&name=360x360Image2026-09-17T07:13:59.389484+00:00745https://pbs.twimg.com/media/HSYSQ2GXYAA1RL_?format=jpg&name=360x360Image2026-09-17T07:13:59.422032+00:00829US Energy Secretary Chris Wright has acknowledged that the conflict with Iran has “taken some energy resources out of the marketplace,” forcing US consumers to make what he called a “short-term sacrifice”. “But this is to end Iran’s ability to forever drive up energy prices,” he said in an interview with Fox News. Asked to provide a timeline on when energy prices would drop, Wright said he “can’t predict Iranian behaviour” but claimed the amount of oil flowing out of the Gulf had risen significantly. “About 18 million barrels ⁠flowed out yesterday, ⁠basically pre-conflict ⁠levels,” Wright said. He added that increased flows from the Bab al-Mandeb Strait would be helpful.https://www.aljazeera.com/news/liveblog/2026/9/16/iran-war-live-irans-top-diplomat-heads-to-china-as-war-drags-on0.00602026-09-16T15:37:22.334662+00:005aljazeera.comiranoilenergy711https://www.aljazeera.com/wp-content/uploads/2026/09/getty_6a972fbc33-1788293052.jpg?w=770&resize=770,513&quality=80CARACAS, VENEZUELA - FEBRUARY 11: U.S. Energy Secretary Chris Wright speaks during a joint declaration with Interim President of Venezuela Delcy Rodríguez (not in frame) after a bilateral meeting at Palacio de Miraflores, on February 11, 2026, in Caracas, Venezuela. This is the highest U.S. Government visit to Venezuela after the capture of Nicolas Maduro and his wife Cilia Flores on January 3. The U.S. Treasury Department issued a general license to facilitate the exploration and production of oil and gas in Venezuela on February 10, 2026. (Photo by Jesus Vargas/Getty Images)2026-09-16T15:37:23.432896+00:00828Osama Bin JavaidAs you’ve seen since September 11, oil prices have shot up and reached $109 a barrel on Tuesday. Prices have settled down since, but it gives a sense of the shock felt by the global economy despite Saudi Arabia’s East-West Pipeline containing only four percent of the global oil supply. As many analysts and oil giants are warning, this could lead us into a perfect storm for an oil crisis. Globally, there’s oil available. The Americans have been pumping a certain amount, but it is not the right kind of oil. For Americans, it means that Gulf Coast refineries in the southern US need heavy crude to run. That can either come from Canada, Venezuela or Saudi Arabia – Saudi Arabia being the biggest supplier. That is why this is creating a ripple effect for energy prices globally. If you look at the gas prices consumers have been paying, as we approach the winter months, this will only compound the hit on economies there.https://aje.news/k6nock?update=49563260.00502026-09-16T15:36:52.033756+00:005aljazeera.comoilenergycrisis710https://www.aljazeera.com/wp-content/uploads/2026/01/3-D-FF-OSAMA-JAVAID-1767608452.jpg2026-09-16T15:36:53.764583+00:00791https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA(WSJ) - American oil executives warned for months that the prolonged closure of the Strait of Hormuz was bound to cause a fuel crisis. Now, they say it is here.Source: Carl Quintanilla@carlquintanillaWSJhttps://www.linkedin.com/feed/?highlightedUpdateUrn=urn%3Ali%3Aactivity%3A75058288093680353280.00452026-09-16T07:16:47.684411+00:001linkedin.comoilenergycrisis671https://media.licdn.com/dms/image/v2/D4E22AQFFH8oPLV8CtQ/feedshare-shrink_1280/B4EaCjgGJvIEAM-/0/1789449495432?e=1791417600&v=beta&t=-NaaZbha004sarMuHzoS20UMjoLiCqyg3dbQvamEO18View image2026-09-16T07:16:47.966750+00:00785@HormuzReportThe Hormuz Report<p>BREAKING: After Iran, Yemen’s Houthis have reportedly laid naval mines across the Bab al-Mandab Strait, a Yemeni military source told German news agency DPA — putting a major oil artery carrying roughly 5.4 million barrels of crude and condensate a day at risk. The Houthis already control key positions around Bab al-Mandab, including Perim Island at its center. Mines could now turn the water itself into a threat for tankers and warships. Hormuz is also still mined by Iran, putting two critical energy chokepoints under simultaneous maritime threat. The world’s oil arteries are being turned into minefields.</p>https://x.com/HormuzReport/status/20999648564684886060.00502026-09-16T07:03:32.597902+00:002x.commiddle-eastenergynaval-mines782@BrettErickson28Brett EricksonMORE BREAKING: Increasing indications that Saudi Arabia will be cancelling BOTH September AND October deliveries of oil. If this proves to be true (September is confirmed), we can expect the global energy markets to reach the $120+/Barrel territory… This is NOT SUSTAINABLE.https://x.com/BrettErickson28/status/20998737422269198870.00457832026-09-16T06:24:04.050802+00:002x.comsaudi-arabiaoilenergy629https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterAnother deep green night for commodities.The input costs for just about all basic necessities are in a strong bull market that is gaining momentum.Record diesel prices, record beef prices, $100+ oil prices, and record copper prices.The most interesting part of it all is that the S&P 500 is ~2% away from a record high and up sharply on the year.This is what happens when an energy crisis, inflation, and the biggest technological revolution in history all intersect.As we have been warning for 2+ years:Own assets or be left behind.https://www.linkedin.com/feed/0.00602026-09-14T04:21:50.076091+00:001linkedin.cominflationenergycommodities555https://media.licdn.com/dms/image/v2/D4E22AQE5ai2NyKf7cA/feedshare-shrink_160/B4EaCdu6sbLAAk-/0/1789352717314?e=1790812800&v=beta&t=JMmOXcKMjdP9SsspytquqrsxNalvHrotr-8vFyXhRDEView image2026-09-14T04:21:50.433305+00:00627https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterIt seems most people don't understand how severe the energy situation is right now in the Middle East.As of Friday, Saudi Arabia's East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.This is one of the most severe energy supply situations in modern history.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-09-14T04:20:48.465836+00:001linkedin.comoilmiddle-eastenergy553https://media.licdn.com/dms/image/v2/D4E22AQF5hOhjCDcoxA/feedshare-shrink_800/B4EaCcQLuEIQAc-/0/1789327883397?e=1790812800&v=beta&t=xZjKxo5bHCZJ9N5LYEDgOhnezpkgD2wgNtBXp3kTekUView image2026-09-14T04:20:50.940318+00:00604@BrettErickson28Brett EricksonA before and after of the East-West Pipeline pumping station showed that it wasn’t just “hit”, it was absolutely MANGLED. The past 24 hours have been nothing short of catastrophic for the global energy markets, but the harsh reality? The pain is just getting started.https://x.com/BrettErickson28/status/20984590163767872130.00602026-09-12T08:37:15.953791+00:002x.cominfrastructurepipelineenergy536https://pbs.twimg.com/media/HR85VxxbwAApMP9?format=jpg&name=smallImage2026-09-12T08:37:16.227864+00:00537https://pbs.twimg.com/media/HR85Vx1aYAA_G91?format=jpg&name=smallImage2026-09-12T08:37:16.251500+00:00584China is increasing the retail prices of gasoline and diesel from Saturday due to recent changes in international crude oil prices, according to the country’s official Xinhua news agency. The price increase was announced by the National Development and Reform Commission (NDRC), the country’s top economic planner, on Friday. Under the adjustment, gasoline and diesel prices will increase by 260 yuan (about $38.76) and 250 yuan ($37.27) per tonne, respectively. After the increase, diesel consumers will be paying 7.96 yuan or $1.19 per litre (0.26 gallons), whereas gasoline consumers will pay between 8.25 yuan and 8.68 yuan or between $1.23 and $1.29 per litre. The NDRC said the increase is due to escalating tensions between the US and Iran since China’s previous adjustment of refined oil prices on August 28, according to Xinhua.https://aje.news/g041so?update=49419370.00402026-09-12T06:59:34.857801+00:005aljazeera.compriceschinaenergy580@kurtsaltrichterKurt S. Altrichter, CRPS®Europe is entering winter with its lowest natural gas reserves in 15 years.And this was a calculated gamble.Storage facilities are just 67% full—13 percentage points below last year—as Europe bet on the Strait of Hormuz reopening and Qatari LNG supplies returning.Neither happened.Dutch gas futures are now approaching €80/MWh, while spot prices have surged 75% since June.Europe’s energy gamble is becoming America’s windfall.US LNG exporters can sell every cargo they are able to load.One region’s supply risk is another region’s pricing power.$LNG$LNGSource: Kurt S. Altrichter, CRPS®@kurtsaltrichterhttps://www.linkedin.com/feed/0.00502026-09-12T06:58:08.068405+00:001linkedin.comeuropenatural-gasenergy517https://media.licdn.com/dms/image/v2/D4E22AQHUzmU-r3F4Iw/feedshare-shrink_480/B4EaCQDfHPH8Ag-/0/1789123228404?e=1790812800&v=beta&t=L1tautPdoxJspGuYMmXd3f2hVRaFGVh3C4-BIW9lnrgView image2026-09-12T06:58:09.656815+00:00394@McKinsey_MGIMcKinsey Global InstituteAfter the 1973 oil crisis, France faced an energy crossroads. It responded with the "Messmer Plan," a national commitment to nuclear power. In just 15 years, France built about 50 reactors, fundamentally transforming its electricity grid from one reliant on fossil fuels to one dominated by nuclear. It remains a powerful example of a nation executing a decisive, large-scale energy transition. Explore the lessons from past energy revolutions and what they mean for the future: http://mck.co/acenturyofplen…https://x.com/McKinsey_MGI/status/20960268283391100270.00602026-09-05T10:34:32.700420+00:002x.comhistorynuclearenergy364https://pbs.twimg.com/media/HRaVSskWEAQyI9S?format=jpg&name=smallImage2026-09-05T10:34:34.837679+00:00355China has been able to protect itself from the energy crisis caused by the closure of the Strait of Hormuz due to its oil reserves and cooperation with Moscow, says the head of Russia’s largest oil company Rosneft. Igor ⁠Sechin’s comments came as Russia’s Deputy Prime Minister Alexander Novak said Beijing will account for more than 60 percent of the country’s gas exports by the end of the decade. China has been the largest buyer of Russian energy since Moscow launched its invasion of Ukraine in February 2022.https://aje.news/y0bkmt?update=49157090.00502026-09-04T09:15:22.088565+00:005aljazeera.comchinarussiaenergy344@great_martisThe Great MartisCrude Oil Update ✍️ Eyes are on the 92 level that is the gateway to higher highs. Breaking the major downtrend was a massive hurdle; now the momentum needs to continue. The attempt to suppress oil with positive Iran headlines claiming Trump is negotiating secretly while Pakistan desperately seeks a deal has algos and news anchors posting every two minutes on X. If that isn’t orchestrated, I don't know what is. The reality is that the US-Iran conflict is poised to prolong for many years. For now, the chart outlines a clear, probable path upward if the 92 level falls. For one's private perusal. Enjoy.https://x.com/great_martis/status/20954336706100063040.00453452026-09-04T07:07:37.053299+00:002x.comcrude-oilmarket-analysisenergy316https://pbs.twimg.com/media/HRR3sISaYAEZ9QU?format=jpg&name=smallImage2026-09-04T07:07:38.703620+00:00312https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterThe diesel market is facing a major supply shortage.The US diesel refining margin is up to a record $106/barrel, surpassing $100 for the first time.This is a key measure of how much refiners can potentially earn from turning a barrel of crude oil into diesel, with wider margins signaling tighter diesel supplies and higher refining profits.Diesel refining margins have more than tripled since February.By comparison, during the 2022 energy crisis, this metric peaked at ~$85/barrel.The surge reflects a severe shortage of global diesel supplies amid the Iran War.As a result, US diesel inventories are down to 103.4 million barrels, their lowest on record for this time of year, while retail diesel prices are up to $5.78 per gallon, just 4 cents from their all-time high set in June 2022.The global fuel shortage is becoming far more severe than the crude oil market alone suggests.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-09-04T05:27:54.976422+00:001linkedin.comrefiningenergydiesel290https://media.licdn.com/dms/image/v2/D4E22AQHrSlupt_MkDw/feedshare-shrink_800/B4EaBpPx6EGoAo-/0/1788472139655?e=1790208000&v=beta&t=QDtoZ6vZoMKSc5-JDSpzPbk-WS3RZ-fVvog1nW6xqfMView image2026-09-04T05:27:55.193825+00:00288@JoshYoungJosh YoungThe sound you're hearing? It's oil inventories draining down to tank bottoms.https://x.com/JoshYoung/status/20951598506278914400.00502026-09-03T04:50:47.451599+00:002x.comoilinventoriesenergy263https://pbs.twimg.com/media/HROAxnSaIAAC-5X?format=jpg&name=smallImage2026-09-03T04:50:47.672580+00:00140@SStapczynskiStephen StapczynskiQatar extends force majeure on LNG supplies to European and Asian buyers Deliveries canceled for Asian customers into October, and European customers into November The move comes as LNG traffic through Hormuz remains at a near standstillhttps://x.com/SStapczynski/status/20932467681213361220.00501412026-08-29T06:01:06.241883+00:002x.comenergyqatarlng146https://abs.twimg.com/emoji/v2/svg/1f1f6-1f1e6.svg🇶🇦2026-08-29T06:01:06.494375+00:00147https://abs.twimg.com/emoji/v2/svg/26a0.svg⚠️2026-08-29T06:01:06.520154+00:00148https://abs.twimg.com/emoji/v2/svg/1f6a2.svg🚢2026-08-29T06:01:06.540338+00:00126@adamtaggartAdam TaggartHere's something the oil supply bears may have missed Oil flows out of the Gulf are up to >75% of what they were before the war (except Iran, whose oil remains blockaded by the US Navy) "Bloomberg reported earlier that Kuwait and Qatar are restoring crude exports through the highly contested maritime chokepoint. Sources familiar with energy flows in the Gulf region say that both producers are shipping about 70% of the combined 2 million barrels a day they exported before the Iran war. Total oil shipments via tankers have climbed to between 7 million and 8 million barrels a day, up from roughly 4 million barrels a day in mid-July and equal to about 75% of prewar levels, according to the outlet. London-based energy and freight analytics firm Vortexa told clients in a separate report that the estimated seven-day average for oil transiting the Strait of Hormuz has approached 10 million barrels a day.https://x.com/adamtaggart/status/20929871292406703230.00451272026-08-27T17:51:43.547836+00:002x.comoilenergygulf120@ekwufinanceLukas EkwuemeUS diesel inventories are at their lowest seasonal level in history... while diesel refinery margins are near historic highs. Meanwhile: - Hormuz is still closed - The peace deal is fake - Drones/missiles are still flying We might have a SPR for crude... But we have none forhttps://x.com/ekwufinance/status/20929882834415862670.00402026-08-27T17:39:20.592396+00:002x.comrefineryenergydiesel127https://pbs.twimg.com/media/HQvJwEHWUAA7oIW?format=jpg&name=smallImage2026-08-27T17:39:20.894275+00:0095@fthegurusFthegurusCopper isn’t the new Gold. But it is one hell of an asset. The world needs more of it for electrification, data centers, EVs, and the energy transition—while supply remains stubbornly constrained. Investors positioned in quality copper miners and copper ETFs are set up forhttps://x.com/fthegurus/status/20926108049944660340.00502026-08-27T12:52:52.930483+00:002x.comenergycopper89https://pbs.twimg.com/media/HQpyb37XkAIgTjp?format=jpg&name=smallImage2026-08-27T12:52:53.184669+00:0086@Mark4XXMarkSPR hits 1983 lows after another 3.6 million barrel drain. Crude built just 95k vs 500k expected. Gasoline -2.54mm. Distillates -2.23mm to 25-year lows. Cushing still on tank bottoms. The emergency cushion is almost gone.https://x.com/Mark4XX/status/20926636011148906380.0035872026-08-27T09:19:40.609153+00:002x.comsprcrudeenergy80https://pbs.twimg.com/media/HQqJxSmW4AEPs5H?format=jpg&name=smallImage2026-08-27T09:19:40.945540+00:0059@KarelMercxKarel MercxAlmost done listening to all the natural gas earnings calls. Just finished $LNG. Key takeaway from Chief Commercial Officer Anatol Feygin: China is very close to the limits of its LNG demand flexibility. China can no longer keep solving the global LNG balance for the world. x.com/KarelMercx/sta…https://x.com/home0.0045582026-08-27T04:50:54.966749+00:002x.comearningsenergylng58@KarelMercxKarel MercxEvery day, a new 52-week high for European natural gas. Europeans now pay 8.6 (!) times more for natural gas than Americans. And the bidding war with Asia to fill storage sites for next winter has not even started yet.https://x.com/KarelMercx/status/20921595984215491710.0045592026-08-27T04:50:54.149075+00:002x.comnatural-gasenergy48https://pbs.twimg.com/media/HQjWzKjXMAAEb24?format=jpg&name=smallImage2026-08-27T04:50:54.941353+00:00