Patricio Alvarez

Energy and Utilities analyst at Bloomberg Intelligence. @Cambridge_Uni grad. All views are my own, not investment advice. RTs, likes are not endorsements.

[Rob Barnett @barnettenergy]

You've probably seen the headlines about the Straight of Hormuz being reopened, but how long will it take for energy markets to normalize? We dove in on such questions on our weekly!

Europe’s Winter Gas Squeeze and a Solar Boom: @BBGIntelligence Energy Exchange with @PatAlvarezB, @alessioenergy and other from the BI team.

The Iran war has removed about one-fifth of global LNG supply from the market, effectively postponing a projected glut until 2028 and creating significant margin opportunities for spot-exposed US exporters like Venture Global. European natural gas prices have surged amid intense competition with Asian importers, raising storage refill costs while strengthening the long-term case for solar and batteries as energy-security investments. In Europe and the US, developers are increasingly pairing solar with storage as higher volatility, policy shifts and data-center demand reshape the power mix.

[stromhändler @stromhandler]

Who would have thought... #natgas #ttf

[Patricio Alvarez @PatAlvarezB]

@firstenercast @ira_joseph European gas demand is much lower (18% lower) than it was pre 2022 Russia gas shock

[Patricio Alvarez @PatAlvarezB]

Europe’s nuclear revival is colliding with the race to power AI. Our latest research dives into what this means for utilities . Catch the summary video below.

https://t.co/YJA8pzhC5O

@BBGIntelligence @barnettenergy #AI #Nuclear #RenewableEnergy #DataCenters #EuropeanUnion

[Patricio Alvarez @PatAlvarezB]

🚨 Euro gas +8% to €39/MWh since June 12

Israel-Iran tension revives risk of Hormuz blockade -- a chokepoint for 20%+ of global LNG and EU gas prices soaring past €50

📊 Full analysis on the Terminal.

#LNG #NaturalGas #Geopolitics #StraitOfHormuz @BBGIntelligence

[Patricio Alvarez @PatAlvarezB]

Renewable capex is being cut due to tariff and supply chain risks—but has the clean energy outlook truly shifted? What role does AI play?

Join our webinar on April 8 (10:30 am ET)
https://t.co/LObCXM7yc9 with @barnettenergy @alessioenergy

#RenewableEnergy #tariffwar

[Patricio Alvarez @PatAlvarezB]

Catch the full replay of our BI Energy Exchange here

https://t.co/D89u42hlNV

[Patricio Alvarez @PatAlvarezB]

Renewable Energy Growth: The Future of Nuclear Power
#RenewableEnergy #NuclearPower #SmallModularReactors #EnergyFuture #SustainableGrowth #GasDemand #TechInnovation #RenewableResources #EnergyTransition #CleanEnergy

[Rob Barnett @barnettenergy]

The greatest Christmas song about Florida doesn't exist, or does it? 🤣 (Technically I cowrote this song with my writing & singing partner Kelly; if your dying for more; I'll share a duet version before too long.)

Of course; skip the first minute or so if you just want to get to the energy content. There were lots of great moments in 2024, and I especially hope you had a chance to check out our Deep Dive on the intersection AI & energy demand that I co-authored with @PatAlvarezB: https://t.co/PxKi6vYAoX

Pat and I had many contributors for the report, including: @WillHares, @IndustrialOkur, CFA, Nikki Hsu, CFA, Gabriela Privetera, Talon Custer, CFA, Vincent G. Piazza, CFA, Scott Levine, @alessioenergy, Joao Martins & Aditya Khanduja.

Our final deep dive for 2024 was led by @nathandeanDC and unpacks how a second Trump administration could impact energy markets. Make sure to check it out on The Terminal by running BI DEEP<GO>

Merry Christmas folks; happy holidays!

#Energy #EnergyTransition #Oil #Gas #Coal #Wind #Solar #Renewables #Nuclear #EnergyDemand #Policy #InflationReductionAct

[Patricio Alvarez @PatAlvarezB]

@barnettenergy Merry Christmas my friend!

[Rob Barnett @barnettenergy]

Always fun to see the 50 companies to watch -- hand selected by @BBGIntelligence analysts.

This year's list includes OMV from @salihenergy, RWE from @PatAlvarezB &amp; Subsea 7 from @WillHares!
$OMV $RWE $SUBC

https://t.co/5WFMrJ2qae

[Mustafa Okur @_MustafaOkur_]

Exploding data center demand needs lots of power which means opportunity! Join @barnettenergy , @WillHares , @PatAlvarezB and myself in London on Nov. 22 to learn how energy, utility and industrial co's can capitalize on AI's booming energy demand! Link: https://t.co/yrG2RGKLFk

[Elliott Z. Stein @NYCStein]

Great day of presentations to clients in Oslo talking about the election and its industry impacts, with my @BBGIntelligence and @economics colleagues @nathandeanDC, @PatAlvarezB, @RushEconomics, Omid Vaziri and Rod Turnbull. What a lovely city.

[Rob Barnett @barnettenergy]

👇Catch the full replay of our @BBGIntelligence #energy exchange with @PatAlvarezB, Nikki Hsu and Gabriela Privetera here:

https://t.co/3QtAOxouH9

[Rob Barnett @barnettenergy]

And if you missed it; make sure to check out our Deep Dive on AI-driven energy demand (Terminal Clients can find it at BI DEEP<GO>):

https://t.co/PxKi6vYAoX

... the report has contributions from @PatAlvarezB @WillHares @IndustrialOkur CFA, Nikki Hsu, CFA, Gabriela Privetera, Talon Custer, CFA, Vincent G. Piazza, CFA, Scott Levine, @alessioenergy, Joao Martins & Aditya Khanduja

[Rob Barnett @barnettenergy]

How will the US election sway #energy markets?

Check out our analysis from @WillHares @nathandeanDC @alessioenergy @PatAlvarezB @salihenergy and the rest of the energy team @BBGIntelligence
https://t.co/DBy9vy1eQn

[Patricio Alvarez @PatAlvarezB]

The roll out of AI is driving power demand growth at a break neck speeds as seen by the potential reopening of Three Mile Island. Will this mark the start of a nuclear power renaissance?

Join us next Wednesday at 10 am NY/ 3 pm London. Speakers will include @barnettenergy and BNEF's lead nuclear analyst @chrisgadomski .

Sign up here
https://t.co/6gWquvX3O0

#energytransition #NuclearPower @BBGIntelligence

[Graham Sinclair @esgarchitect]

.@barnettenergy hosting this morning’s @BBGIntelligence #energy exchange w analysis from @salihenergy, @PatAlvarezB, Scott Levine. Fascinating move by Equinor into slice of Orsted, bidding for skills and offering financial strength.

#OOTT #wind #oil #fossilfuels #energy

[Rob Barnett @barnettenergy]

When will global oil demand peak?

We've been asking our energy-focused clients this question for years: 38% say before 2030 (based on 176 respondents): https://t.co/3Xou1SX6fr

Interesting to note; in our survey from this February, about 24% saw peak demand before 2030 (based on 143 respondents).

#OOTT #Energy #EnergyTransition #ClimateWeekNYC

[Rob Barnett @barnettenergy]

🚨 Latest @BBGIntelligence Energy Exchange is Out!

Today we had a fun discussion looking at the intersection of generative AI & energy demand. @IndustrialOkur joined @PatAlvarezB and I to discuss his new note: Nvidia's Blackwell Could Boost US Power Use 1% in Its First Year

Let us know what you think!
#OOTT #ONGT #EFT #Energy #EnergyTransition #LLMs #GenerativeAI #NVIDIA $NVDA $FSLR $ENPH $GEV $NOVA