Energy Intelligence

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[Energy Intelligence @energyintel]

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[Energy Intelligence @energyintel]

Trump's #war against Iran, while far less costly for the US compared with past military interventions in the region, could mark a turning point.

📖 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 🔗 https://t.co/swtxCrqJZW

[Energy Intelligence @energyintel]

🛢️ China has managed to weather the ongoing #oilsupply crisis so far, thanks largely to trends taking shape well before tanker traffic through the #StraitofHormuz came to a near-standstill on Feb. 28.
🔗 https://t.co/jAXklsAm6I

[Energy Intelligence @energyintel]

A joint statement drawing a road map for a #ceasefire between Lebanon and Israel has already been rejected by #Hezbollah — and may not appease Iran.

Read the full article: 🔗 https://t.co/9L9xf1neOz

[Energy Intelligence @energyintel]

Policy shifts in the US and the ongoing #energy crisis are muddying the EV outlook, even as sales repeatedly outrun forecasts. The implications for #oildemand are significant if sales continue at the current pace: https://t.co/DRnwQYYrUt

[Energy Intelligence @energyintel]

#BP has launched production of nonassociated #gas from Azerbaijan’s giant ACG field, a key step in the country’s plans to increase gas production and exports.

📖 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗱𝗲𝘁𝗮𝗶𝗹𝘀: 🔗 https://t.co/IClsq5AYYD

[Energy Intelligence @energyintel]

US #crude exports have reached record highs, helping to partially alleviate the global supply deficit caused by the Mideast conflict and the near-closure of the #StraitofHormuz. 🔗 https://t.co/wmgjU6coh5

[Energy Intelligence @energyintel]

Australian #LNG exporters will have to reserve 20% of their exports annually to the domestic market. Canberra’s new policy is aimed at lowering prices and relieving demand, particularly on the #gas-strapped East Coast: 🔗 https://t.co/GysmVcrIlQ

[Energy Intelligence @energyintel]

Turkey is revisiting long-planned #naturalgas pipeline projects as it seeks to further position itself as a key energy transit route between Asia and Europe.

Read the full article here: 🔗 https://t.co/JEQow0RxDO

[Energy Intelligence @energyintel]

The Mideast conflict has boosted revenues for most #oilandgas producers but has also created new uncertainties, suggesting it may not portend another investment supercycle.

📖 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 🔗 https://t.co/LtXKPQcDk7

[Energy Intelligence @energyintel]

Loadings at Iran’s Jask terminal have stepped up to record volumes, but the US blockade has slowed flows at Kharg Island to a trickle. With minimal flexibility to switch terminals, Iran’s #crude exports are collapsing.

Access the full analysis: https://t.co/IW7yfvAbFD

[Energy Intelligence @energyintel]

An agreement to boost cooperation on #nuclearfusion signed during Russian President Vladimir Putin’s visit to Beijing last week could see China and Russia join forces in developing the nascent #energy source, a growing area of geostrategic competition. https://t.co/D5qkGMslBa

[Energy Intelligence @energyintel]

As the US and Iran continue talks on a 60-day ceasefire extension and the reopening of the #StraitofHormuz, the biggest threat to progress may be escalating tensions between Israel and Hezbollah in Lebanon.

👉 Read the full article here: 🔗 https://t.co/T4lDPoPE41

[Energy Intelligence @energyintel]

Global #gas market upheaval has buyers looking to the US for future #LNG supplies under short- and long-term deals, experts told the recent Flame gas conference.

📖 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲: 🔗 https://t.co/VO2KZytehZ

[Energy Intelligence @energyintel]

⚠️ Governance issues have struck again at UK major BP, which will soon have its third full-time board chair, alongside its third CEO, in under three years.

📖 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀:🔗 https://t.co/VO2KZytehZ

[Energy Intelligence @energyintel]

The US and Iran may be inching closer to a 60-day MOU aimed at extending a fragile ceasefire and an eventual reopening of the Strait of Hormuz, leaving other contentious issues like Iran’s nuclear program for later.

👉 Read the full analysis: 🔗 https://t.co/zIQRvQQor4

[Energy Intelligence @energyintel]

India is surprisingly having no trouble sourcing alternatives to Mideast #oil, but the government's subsidy bill risks becoming dangerously unsustainable.

👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀🔗 https://t.co/s3nBYehkpY

[Energy Intelligence @energyintel]

#Crudeoil and refined products markets have held up surprisingly well in the three months since Iran — and a retaliatory US blockade — effectively deprived the world of 16 million barrels per day of supplies.

👉 Read the full analysis here: 🔗 https://t.co/nqyi3hXg64

[Energy Intelligence @energyintel]

Chinese EV exports surged by 75% last month versus year-ago levels. Solar and battery exports fell back after a March surge, but remain up on prewar levels.

Read the full article: 🔗 https://t.co/MxMW1HgkMr

[Energy Intelligence @energyintel]

Before the ongoing Middle East crisis, the supermajors were already facing growing scrutiny over whether they held sufficient resources to sustain production into the next decade amid expectations of stronger-for-longer demand. https://t.co/yf4WWnUIJU

[Energy Intelligence @energyintel]

Iranian state TV says Tehran received a one-page draft MOU from the US proposing an extended ceasefire tied to reopening commercial shipping through the #StraitofHormuz within 30 days.
Read the full article: https://t.co/RMHmgpCJ9D