The Intel Crab
RT @Samir_Madani: If the US wants more heavy sour crude oil, they can turn to Ecuador, as the country seeks to boost production. This admin doesn't seem to have much of a long term plan. It seems like they're playing it by ear from day to day. https://t.co/ggEWVhV6ak
It is embarrassing to be going to Venezuela to try to somehow help with this #Russia situation

Instead of going to Houston or Dallas

Shocking and shameful political and #energy policy calculus

#OOTT #ONGT #Opec - Abhi Rajendran
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OSINTdefender
What a surprise https://t.co/saJrRSRQwp
U.S. ban on Russian #energy imports does not include #uranium for American nuclear power plants, Reuters reports. - Velina Tchakarova
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WarMonitor 🇺🇲🇺🇦
RT @LukasTraki: Excellent summary of the sanctions that so far have been imposed on #Russia's #energy and #commodities sectors.

Courtesy of @SPGlobal. https://t.co/JqEs0fQuPB
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Nuno Felix
RT @JoaoCravinho: Ótima reunião com @melaniejoly sobre #NATO, #Ucrânia, #Oceanos, #Energia, e múltiplas possibilidades bilaterais. Thank you @melaniejoly for a great meeting on #NATO, #Ukraine and so much that we can do together on #Oceans, #Energy and bilateral relations. 🇵🇹 🇨🇦 & 🇺🇦 https://t.co/JS6tJr6cqT
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Nuno Felix
RT @vtchakarova: You don‘t say. #energy https://t.co/noGYLz4KHS
SCHOLZ SAYS HIGH ENERGY PRICES WILL BE WITH US FOR A LONG TIME - *Walter Bloomberg
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Nuno Felix
RT @SPGCIShipping: DRY BULK QUARTERLY: Inflationary pressures deflating global #freight in Q3, @shrirams87 & Nicholas Zhang write.
🔸Elevated #commodity prices resulting in smaller parcels
🔸Sanctions, protectionisms impacting #trade flows
https://t.co/yU4hM9fSuj
#shipping #energy #China #Russia https://t.co/WadSBdbZp2
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Nuno Felix
RT @Dr_Col_Jenni: I wrote about the Metcalf substation attack in 2014. Sophisticated set up for the (crude) attack, perpetrator never found. https://t.co/YcwuBfV2iv https://t.co/ueOeGz2vQc
Handbook shared among extremist #Telegram channels calls for shooters to bypass softer targets in favor of causing chaotic blackouts by emulating the 2013 attack on the #Metcalf power station. #terrorism #energy #NationalSecurity https://t.co/mVwMjQn3s2 - TrapWire Inc.
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The Intel Crab
RT @LukasTraki: In our latest piece for @EURACTIV, @StollmeyerEU and I explain how the #Netherlands could play a key role in strengthening #Europe's #energy security by temporarily increasing gas production in #Groeningen.https://t.co/p81fI3iOnG
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Nuno Felix
RT @VanberghenEU: Today, my gas bill increased with 30%. I pay 6000 Euro per y, cannot benefit of social tarif. Hope that #energy ministers who will discuss on natural gas price caps & a suspension of power derivatives trading - will come with real solutions. #EuropeanUnion #Belgium #energyCrisis https://t.co/5qGdekx3yy
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Nuno Felix
RT @cleanenergywire: Europe set for hot end of October in relief for energy supplies
https://t.co/ETt06kRAWs

European gas slumps to €100 on mild weather and ample supplies
https://t.co/3bEzHUIEFN #EnergyCrisis #energy #electricity
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Michael A. Horowitz
RT @dtek_en: Around 50% of Ukraine’s #energy system is damaged. The #equipment is pretty old, and if it were to be ordered for procurement, it would take as long as nine months. That is a luxury we don’t have at this point. #Winter is already here.

https://t.co/Y5idljO0xS
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The Intel Crab
RT @LukasTraki: Now that #Norway has established itself as the #EU's leading #gas supplier, the bloc's #energy security will increasingly depend on its ability to protect its maritime infrastructure.

My latest for @CEPA.
https://t.co/qUrcrPorcE
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Nuno Felix
RT @vtchakarova: And the long-term LNG contracts continue popping up in Europe just like I outlined a few months ago and argued at many energy panels since the beginning of the year 🤷‍♀️ 👇 #foresight #Velsig #energy

Italy agrees to buy natural gas past 2050 🇮🇹🤝🇶🇦

✍️ Eni will buy 1 million tons/year of LNG from Qatar for 27 years from 2026. Fuel to be delivered to an Italian terminal
🏃 This is the 3rd deal to import LNG to Europe past 2050. Eni (& others) invested in Qatar's new LNG plant - Stephen Stapczynski
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The Intel Crab
RT @LukasTraki: Biden's decision to pause the approval of new #LNG export terminals might mean a number of things, but it's very unlikely that it will put #Europe's #energy security at risk.

My latest for @EU_ISS. iss.europa.eu/content/us-pau…
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Nuno Felix
Would be a shame if anything happened to this infrastructure

Russian Urals crude oil supplies to India in June reached a new all-time high of 1.6 million barrels per day. According to Kpler analysts, the figure rose by 13% compared to June last year and by 2.2% compared to May, when the previous record was set.

At the same time, overall, India's imports of Russian oil in June showed the second-highest result in the entire history of observations - 2.13 million bpd, which is equivalent to the shipment of three Aframax tankers per day and accounts for 45% of all Indian imports. It was higher only in May 2023, when it amounted to 2.15 million bpd.

One of the key topics of Putin-Modi talks is finding a solution for a sustainable payment mechanism in national currencies as the energy supply is projected to further grow.

Graph via CREA
#Velsig #geopolitics #energy
@anasalhajji @Attaqa2 - Velina Tchakarova
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Nuno Felix
RT @vtchakarova: The trend is obvious - Sweden, Poland, now Italy, and Germany will be next after the election in 2025, if not even earlier. Mark my words. #Velsig #energy #geoeconomics

Prime Minister Meloni’s government is planning to reintroduce nuclear energy 35 years after Italy shut down its last reactor 🇮🇹 🤝 ☢️

👉 Italy plans to allow investments in small reactors as part of a bid to lower the country’s carbon emissions
ft.com/content/a726934b-ba97… - Stephen Stapczynski
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Nuno Felix
RT @BrigidLaffan: This from @McNamaraMEP underlines how out of touch most Irish MEPs are on security & defence. The resolution he voted against was passed by 62% of those voting. Energy matters but so too does security. Lecturing those from the eastern half of the continent not a good look.

People across Europe care more about energy prices than jingoistic pronouncements.

#EU #Ireland #Energy https://x.com/McNamaraMEP/status/1900247658733752618/video/1 - Michael McNamara MEP
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Visioner
RT @TTheBattlefield: 🚨 TRUMP: Europe is at a "Tipping Point"

‼️President Donald Trump issued a stark warning to European nations during a conversation with journalists in the Oval Office, highlighting dual crises facing the continent.

💬 The Statement:

🔻"I love Europe, I love the European people, and they have to be very careful because they are at a tipping point. You have huge immigration and energy problems, and that is a bad combination."

⚠️ The Warning:

🔻Trump emphasized that the mix of migration challenges and energy instability poses a significant threat to Europe's future.

▶️ Follow for geopolitical updates: @TTheBattlefield

#Trump #Europe #USA #Migration #Energy #Politics #EU
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Nuno Felix
RT @aeberman12: Veteran oil trader Mark Eckard thinks the calm may end around Aug. 22–24.

His thesis: buyers are delaying physical purchases as long as possible. Once contract needs become unavoidable, concentrated buying could hit a supply-constrained market all at once.

That’s how $85 oil can become $95–110 very quickly.

#Oil #CrudeOil #Energy #Trading #Hormuz #IranWar‌

Veteran oil trader Eckard just called it: After Aug 22, crude is primed for a sharp upward jump.
Here’s why you need to listen. https://twitter.com/Mark4XX/status/2090334464031227924/video/1 - Mark
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Nuno Felix
Yes. Physical scarcity is about to kill all the paper manipulation

Veteran oil trader Mark Eckard thinks the calm may end around Aug. 22–24.

His thesis: buyers are delaying physical purchases as long as possible. Once contract needs become unavoidable, concentrated buying could hit a supply-constrained market all at once.

That’s how $85 oil can become $95–110 very quickly.

#Oil #CrudeOil #Energy #Trading #Hormuz #IranWar‌ - Art Berman
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