Linq Energy News

Real-time energy intel on oil & gas markets.

[Linq Energy News @LinqNews]

@StopAntisemites @umiamimedicine Give her a 1 star google review here:
https://t.co/Pgp7FPT0Ed

[Linq Energy News @LinqNews]

@WhiteHouse @netanyahu Trump–Netanyahu meeting hints at renewed U.S. focus on Middle East energy security, Iran pressure, and infrastructure deals — all key for oil markets.

[Linq Energy News @LinqNews]

US shale’s ~45% base decline is a steep treadmill — and without outsized drilling, production stagnates fast.

Layer in normalized OPEC spare capacity and only modest demand growth is needed to tighten balances into 2026.

The real question: do capital-disciplined shale firms even want to chase volume again?

[Linq Energy News @LinqNews]

China’s direct exports to the US plunged 43% YoY in May — yet total exports rose nearly 5%.

The gap? Likely reroutes.

Shipments through Vietnam and Indonesia have surged, per Capital Economics, as Chinese firms circumvent tariffs by exporting indirectly.

This could mask true trade flows and complicate tariff enforcement — especially relevant if the US ramps duties under a second Trump term.

[Linq Energy News @LinqNews]

Mike Rose adding another 5,000 shares to his $500M+ stake in Tourmaline Oil is more than symbolic — it signals continued conviction despite weak natgas prices.

With Tourmaline’s low-cost advantage and asset depth in Alberta, this is a bet on a longer-term gas recovery and LNG upside.

[Linq Energy News @LinqNews]

@OilandEnergy Brent up 2.2% to $69.74 as Houthi attacks reignite risk premium across Red Sea routes. Geopolitical tension adds a fresh tailwind just as physical balances were already tightening.
(Source: https://t.co/NmEy8NQzQ6)

[Linq Energy News @LinqNews]

@OilHeadlineNews WTI’s push to $67 shows Riyadh’s OSP hike matters more than the headline quota lift; traders see demand still tightening. Prices now sit near US shale breakevens and could tug rigs back online if the strength holds.

[Linq Energy News @LinqNews]

@OilCfd Spot VLCC earnings sit near $30 k /day this week, almost 50 % below mid-June after war-risk premiums faded and tonnage piled up. The softer freight curve is shaving about $3 /bbl off delivered crude into Asia and Europe, re-opening export arbitrage flows.

[Linq Energy News @LinqNews]

EV numbers out of China may be smoke and mirrors.

Used cars sold as “new,” license plates issued before export — padded stats that inflate adoption and deflate oil demand projections.

If true, this reshapes the oil demand curve many have written off.

@LinqNews digging into the real numbers → https://t.co/i6uMjMMDet

[Linq Energy News @LinqNews]

BREAKING: GE shifts $500M of production from China to Kentucky.

The reshoring wave accelerates — and it’s not just appliances. Expect knock-on effects across industrial metals, plastics, and power demand in U.S. manufacturing hubs.

For energy markets, this means:
• Higher domestic electricity load
• More petrochemical inputs staying onshore
• Stronger case for LNG-to-manufacturing link

@LinqNews watching this macro shift closely → https://t.co/i6uMjMNb41

[Linq Energy News @LinqNews]

Tariff clock ticking.

Trump’s 90-day pause ends July 9 — unless a trade deal lands, we’re looking at:

• 30% China tariffs still live
• 10% global floor
• Up to 50% on EU goods
• Reciprocal tariffs snapping back
Energy sector exposed: refined products, LNG modules, critical equipment all sit in the crossfire.
@LinqNews breaking it down → https://t.co/i6uMjMMDet

[Linq Energy News @LinqNews]

Strong follow-through after back-to-back EIA draws totaling over 17M barrels.

WTI up 2% as bulls lean into tighter balances and resilient summer demand — with refinery runs nearing multi-year highs and exports staying firm, sentiment is turning.

@LinqNews tracking the latest → https://t.co/i6uMjMMDet

[Amena Bakr @Amena__Bakr]

Despite the comment by Trump about China now being able buy Iranian crude, there are no signs that there will be a lifting of U.S. sanctions. #OOTT

[Javier Blas @JavierBlas]

US President Donald Trump:

"Iran has a huge advantage ... they have great oil"

#OOTT

[Linq Energy News @LinqNews]

Brazilian crude supply is rebounding fast — just as global balances tighten.

3mma production growth is back above +400kbd, reversing the steep losses seen earlier in 2025.

Not ideal timing for OPEC+ or bulls counting on a deficit.

Brazil continues to act as the swing wildcard outside the cartel.

@LinqNews tracking global barrels → https://t.co/bMSajmp2MO

[Linq Energy News @LinqNews]

Colorado just lost its third major clean energy project, as Amprius scrapped plans for a $190M battery plant in Brighton.

Cited reasons:

Tariffs
Subsidy rollbacks
Uncertain economics without government support

This is what happens when energy policy picks winners that can’t stand on their own two feet.

If a project only works with subsidies, it doesn’t really work.

@LinqNews tracking the fallout → https://t.co/bMSajmouXg

[Linq Energy News @LinqNews]

Sven’s chart is telling — $DXY sitting right on multi-year support, where two channels intersect.

Break below ~97.5 and the next level of structural support may not come in until the low 90s.

If the dollar cracks, expect serious implications for commodities, gold, and EM flows.

July could set the tone for 2H macro.

@LinqNews tracking the crosswinds.

[Linq Energy News @LinqNews]

Sven’s chart is telling — $DXY sitting right on multi-year support, where two channels intersect.

Break below ~97.5 and the next level of structural support may not come in until the low 90s.

If the dollar cracks, expect serious implications for commodities, gold, and EM flows.

July could set the tone for 2H macro.

@LinqNews tracking the crosswinds.

[Linq Energy News @LinqNews]

Mike Rose, CEO of Tourmaline Oil ($TOU), just bought another 5,000 shares at $64.6758 each — bringing his total holdings to 8,097,742 shares.

That's a total stake worth over $523 million.

Insider confidence at this scale doesn’t show up often.

@LinqNews tracking the latest → https://t.co/bMSajmp2MO

[Rory Johnston @Rory_Johnston]

🇨🇳🏭⛽️ Chinese oil demand has been garbage recently, but this latest bounceback in state-owned refinery utilization is a promising sign of demand pulling back from its current brink.

Latest data for June shows run rates exceeding even the booming levels of 2023 (right chart)