Jörg Dürre

Wirtschaft + Energiepolitik

[Jörg Dürre @biomotor]

Und -
wurde Gas in Neubauten schon verboten?
Geht nicht?
https://t.co/HDiT2gPf34

[Sam Kovacs @SamKovX]

Imagine being in a world where overnight:

1. Iranian proxy, the Houthis, take full control of Bab El Mandeb.

2. They ignite a 100km long fire on the East-West Pipeline, potentially taking out 5-7mbpd.

3. Saudis plea to US for help. US says no puedo.

4. Saudis plea to Pakistan for help. After all they just signed the Mecca pact. Pakistan says no puedo due to a technicality.

And oil goes down a couple bucks.

[Felix Hamer • electricfelix @electricfelix]

Reuters:

“Sinopec's Economics and Development Research Institute estimates ⁠EVs will displace 56 million metric tons, or about ​1.2 million barrels per day, of oil demand in China this ​year”
⚡️⚡️⚡️
#alwaysbecharging

[Lukas Ekwueme @ekwufinance]

Diesel refinery margins are at all-time highs as Saudi and Russian refineries keep getting blown up.

Margins are up almost 4x ytd.

This is unprecedented.

[John Raymond Hanger  @johnrhanger]

Good morning with good news: US solar deployment surged 45% to 11.4 GW in Q2 2026.

Solar, wind & batteries were 91% of new capacity in H1 2026.

Wind was 21%, its best H1 since 2022.

EIA says solar will be 51%, battery 28%, wind 14% & gas 7% for 2026!
https://t.co/d9KtDO4N3r

[Jan Rosenow @janrosenow]

Global battery demand hit 1TWh by the end of July. That took 12 months in 2023, 11 in 2024, 9 in 2025. This year, 7.

Grid storage is up 28% even as Chinese demand fell 6%. China's share: 60% in 2025, 37% now. The rest of the world is catching up.

[Karel Mercx @KarelMercx]

A few weeks later, Europeans are no longer paying 8.6 times as much as Americans for natural gas. They are now paying 12.2 times as much.

The chart shows the European TTF gas price.

[Sandra Henning @energieexperten]

Vattenfall wird jetzt auf dem AKW-Gelände in Brunsbüttel einen 254 MW Batteriespeicher mit 1.000 MWh Kapazität bauen. Der Speicher zählt damit zu den aktuell größten Speicherprojekten in Deutschland! https://t.co/SjOzhPcOCd

[Dr Paul Dorfman @dorfman_p]

#China’s oil demand is expected to fall by 600,000 barrels a day, or 8.9%, in 2026, marking the third annual decline in a row, according to the Economics and Development Research Institute, the research arm of the state oil and gas company Sinopec.
https://t.co/CrDkAHfxb6

[Assaad Razzouk @AssaadRazzouk]

Think electrifying heavy freight is decades away? 26% of new truck sales in China were electric in 2025, outpacing what most of Europe has managed for passenger cars
>Sales more than doubled in 2024
>Then more than doubled again in 2025
>Share kept climbing into 2026, reaching 45% of new truck sales by June

That's 4 doublings in 3 years

China's hardest vehicle segment to electrify already outpaces what Europe's 3 biggest car markets manage in their easiest segment

Wires chewing pipelines

https://t.co/U14y3plA3k

[John Raymond Hanger  @johnrhanger]

"Diesel was eating us alive!"

Homes and businesses lead solar boom in Nigeria.

Nigeria will add ~1.7 GW in 2026.

The amount of solar added from 2023-2026 in Nigeria equals 33% of Nigeria's total generation capacity!

See https://t.co/jFsg7LYhWq

https://t.co/eIdVZSZ1OB

[JFK Files @read_jfk_files]

🤔 as we learned from Snowden, the cool thing about NSA spy programs is how when you find one of them, it gives you enough fingerprints to "walk the chain backwards" and unmask the other spy programs. so Microsoft's Nuance voice rec is the heart of LG's TV spy operation. which means everywhere else that Nuance is being used is also part of The Program. shouldn't be too difficult to find other corporate partnerships with Nuance/Microsoft. what other household devices are also spying on everyone? what else has Nuance inside? you could easily find this stuff because all the corporate partnerships with Nuance will be loudly announced on their corprate PR news feeds. i bet this rabbithole goes so much deeper.
Microsoft has always been the NSA's primary butt buddy. never trust them.

[Jörg Dürre @biomotor]

@Buechsenoeffner Sieht jedenfalls ganz danach aus als ob die deutsche Chemie Industrie darüber den Bach runter geht.
Im Spotmarkt sind wir heute bei 7,8 cent

[Jörg Dürre @biomotor]

@Buechsenoeffner Es geht in den Video eindeutig um LNG Seefe.
Lng darf nach eu Bestimmungen nach dem 01.01.27 auch aus bestehenden Langfristverträgen nicht mehr abgenommen werden. Oder haben sie andere Informationen?
Vernünftig, wenn jemand an die Zeit nach dem 31.12.26 denkt.

[Jörg Dürre @biomotor]

@Buechsenoeffner Darf ich Ihrer Meinung nach dem Deutschen Bundestag glauben?
https://t.co/z9T7Jc8557
Und falls nein, bitte führen Sie das aus

[Mel Aura @mel__aura]

Sie hoffen auf einen milden Winter? Unfassbar.

[John Raymond Hanger  @johnrhanger]

Electric trucks were ~45% of truck sales in China during June 2026.

That compares to ~25% in 2025.

China will put on the road ~430,000 EV heavy trucks from June 2026 to May 2027, if the June 45% share continues for 12 months!

Incredible!
https://t.co/MwfpFHDLBN #energysky

[Jörg Dürre @biomotor]

@_richtig_falsch Beeindruckend, mit dem Gewicht könnten wir fast einmal einen der 1959 größten Öltanker auslasten
https://t.co/xZiDW0gnx4
Oder ca. 15% einer Ladung eines aktuellen Tankers.

[Ryan Rozbiani @RyanRozbiani]

Scott Bessent EXPOSES That Operation Outcast is NOT about Iran it is about Attacking CHINA

Venezuela and Iran are all about CUTTING China's Oil Sources.

[scha·den·freu·de  @BlisterPearl]

We are attacking Iran the day after someone made a $275 million dollar bet oil would rise.

[Mark @Mark4XX]

WHY CRUDE IS RALLYING: CHINA IS BUYING THE MARGIN: OIL IS NOW A 100% PROFIT MACHINE

Veteran commodity trader Jeff Currie says the oil rally is not a mystery. China started buying crude again for one reason: profit. Buy cheap barrels. Sell expensive diesel and gasoline. That bid is what is lifting the market now.

THE REAL SIGNAL
➡️ “Nobody consumes oil,” Currie says. “They consume diesel and gasoline.”

The headline barrel around $90 to $94 is the noise. The product barrel is the signal. In his telling, diesel was running near $189 while crude looked “cheap.”

THE CHINA TRADE
➡️ China saw a crack near $106 to $107 a barrel and went after it.

Buy oil near $90. Sell the product at a profit that Currie calls roughly 100% on the barrel. Why would you not?

➡️ “The Chinese are going, hey, we’re taking advantage of this.”

They were not exporting product the same way. Then the margin exploded. Now they are buying crude they can barely find. That scramble is putting a bid under oil.

THE MARKET PROOF
➡️ Russian ESPO crude into China was trading at a $7 premium to Brent.

That is not a soft bid. That is China paying up for barrels that feed the product machine.

Currie says look at price action, not talking-point flow numbers. The spread itself is the tell.

WHAT COMES NEXT
➡️ He thinks the fat diesel crack starts to leak back into crude.

China chasing those barrels is part of why. His trade framing is simple: long the crude, short the crack, as the profit gets redistributed into the oil price.

THE BOTTOM LINE
Oil is rising now because China is buying the margin, not because the world suddenly “needs more oil.” Cheap crude plus a $107 product spread is a profit machine. That machine is running.

#JeffCurrie #ChinaOil #DieselCrack #CrudeRally #OilPrices #HardAssets #EnergyMarkets
#ChinaOil #DieselCrack
HT: YouTube David Lin