花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper)

日経新聞のデスクです。エネルギーや国際情勢についてつぶやきます。ヒューストン、エジプト、トルコに駐在していました。Editor of Nikkei newspaper. @nikkei @NikkeiAsia

[Ken Kobayashi @KenKobayashi]

日経の今橋記者がNSW州議会選挙に向けて極右政党 #onenation の州リーダーに就任した #MikeNewman 氏に日本からの投資について日本語で質問。すると氏は非常に流暢な日本語で回答し始め、党首 #PaulineHanson　党首から「英語で話して」と止められる一幕も。現地メディアでもちょっとした話題に。

[Vali Nasr @vali_nasr]

My piece in @FT on why Iran has been reluctant to sign on to the MoU agreement and why the agreement is not likely to easily lead to a larger deal in 30 or 60 days:

"The dominant view shared across the political spectrum in Tehran is that, given Trump’s record, the promise of diplomacy could actually raise the threat of war. Washington’s seemingly generous concessions are interpreted as too good to be true. Tehran suspects that the US seeks not a lasting peace but a free hand to keep Iran isolated and weak, checking its nuclear and missile activities by periodically “mowing the lawn”. Faced with such a prospect, deterrence is all that matters.

Iranian leaders talk of control of the Strait of Hormuz and maintaining Iran’s stockpile of highly enriched uranium as the key to deterrence. They believe any durable deal that includes economic compensation for war damage and lasting sanctions relief would hinge on these two issues; the US is demanding that Iran concede on both. This makes striking a lasting deal highly unlikely."👇🏽

https://t.co/Po1LI2pyh6

[Javier Blas @JavierBlas]

In the middle of what some have described as the worst energy crisis ever (worst than 1973+1979+2022 combined), let me tell you that US natural gas prices are falling toward a 18-month low of $2.6 per mBtu.

(And yes, North America gas market is an island, but it does matter)

[Al Arabiya English @AlArabiya_Eng]

“We’re giving it five days and then we’re going to see where that takes us.”

US President Donald Trump says Iran has agreed not to have a nuclear weapon.

[Amena Bakr @Amena__Bakr]

Why the 9th 😂

[Vali Nasr @vali_nasr]

Pakistan will only step up if it has Saudi backing—and prodding. Riyadh is likely very much in the picture

[Javier Blas @JavierBlas]

Worth to read the speech that Sultan al Jaber, the CEO of UAE-state owned oil giant ADNOC, just delivered at CERAWeek (by video conference for obvious reasons).

[Javier Blas @JavierBlas]

Chevron CEO Mike Wirth says the physical oil market is tighter than the financial oil market is reflecting, particularly for refined products.

The scarcity, particularly in Asia, is “not fully priced in the oil futures curve,” he says.

#CERAWeek

[Vali Nasr @vali_nasr]

It may well be Trump has not talked to anyone in Iran, and is just buying himself time

[FT Energy @ftenergy]

US scraps tighter limits on mercury emissions from coal plants https://t.co/igiGBMXQ5K

[Ira Joseph @ira_joseph]

Over to you, Glenfarne, for comment because I'm not exactly sure what to say. Reminds me of the Nordstream 2 investment story, except this one would be located in the US. Are Arc7 ice-class #LNG tankers coming to northern Alaska? https://t.co/GpclKvzbwY
https://t.co/GpclKvzbwY

[Vali Nasr @vali_nasr]

My piece in @FT on why #Iran may pursue diplomacy but may take its chances with war https://t.co/E1UQBW9nrt

[花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper) @RHanafusa]

ベネズエラ産ガス、隣国からLNG輸出へ　米国の制裁緩和が追い風 - 日本経済新

「押し寄せる投資の波を見たい。ベネズエラのビジネス環境は激変する」

米国のエネルギー長官がベネズエラの暫定大領と会談し、石油・天然ガス産業の復活に強い期待を示しました。

https://t.co/nwwtQpzTc4

[花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper) @RHanafusa]

China's record natural gas output driven by shale development https://t.co/qoCXdUhtXn @ＮｉｋｋｅｉＡｓｉａより

[花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper) @RHanafusa]

豊富な化石燃料が眠る北極圏でロシアが資源開発に力を入れている。地球温暖化で氷が溶け、船でエネルギーを輸出しやすくなったためだ。経済・財政を支える石油・天然ガスは国力に直結し、プーチン大統領は「未来は北極圏にある」との考えも示す。 #日経ビジュアルデータ https://t.co/Q9XBljwuJL

[曽我太一 Taichi Soga @soga_taichi]

シリア大統領シャラアのWashington Postの単独インタビュー。全部面白いが、イスラエルに対して非常に冷静で、ポイントを得て突っ込んでいる。

"イスラエルは自国を守るためにゴラン高原を占領した。そして今、ゴラン高原を守るためと言い、シリア南部を条件にしている。では数年後には、シリア南部を守るためと言って、シリア中部を占領するかもしれない。その道をたどれば、いずれミュンヘンに到達するだろう」

思ったのは、ゴラン高原にはあまりこだわりはなさそうだ。
https://t.co/hCPMVVwwoW

[花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper) @RHanafusa]

"We do think that this month, August, we are going to get everything ready so the project can start again." If everything goes well, he said September would be "the latest."
Mozambique president says TotalEnergies LNG project to resume https://t.co/XJA8mXVXGM via @NikkeiAsia

[花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper) @RHanafusa]

三井物産とトタルのＬＮＧ事業が再開へ。
モザンビーク大統領：「8月か9月には再開できる」「プロジェクトの安全を確保しようしている。29年か30年に稼働する」
米エクソンモービルの事業「26年に事業化決定し、30年に生産」

https://t.co/MU7wl0ZeLs

[花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper) @RHanafusa]

アラスカLNG事業を巡り、州北部から南部に至るパイプラインを液化プラントに先行して稼働させる計画を開発会社が明らかにした。日韓などが参画しやすいよう地ならしする。

アラスカLNG、パイプライン先行開業へ - 日本経済新聞 https://t.co/pErZfnOLrM

[花房良祐 日経新聞(Ryosuke Hanafusa, Nikkei newspaper) @RHanafusa]

Adam Prestidge, president of Glenfarne Alaska LNG, mentioned that the United Arab Emirates (UAE) has also shown interest in the project.

Alaska natural gas pipeline project eyes start for Asian customers
https://t.co/pcEP6T8ly2