Energy Intelligence

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[Energy Intelligence @energyintel]

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[Energy Intelligence @energyintel]

Adnoc is doubling down on gas and LNG, advancing domestic production projects and expanding overseas through XRG's $1.45B Australian LNG investment. The strategy aims to strengthen supply security and reduce exposure to Hormuz disruptions. https://t.co/uHJjfac9NJ

[Energy Intelligence @energyintel]

Singapore’s reliance on flexible #LNG imports is coming into sharper focus as Indonesia once again cuts piped #gas supplies to the island state to meet rising domestic power demand.

👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 🔗 https://t.co/MSFRP5eAea

[Energy Intelligence @energyintel]

A drone strike on Iraq’s Khor Mor #gas field has plunged much of Iraqi Kurdistan into darkness, exposing the region’s reliance on a single, repeatedly targeted facility for power generation.

📄 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲: 🔗 https://t.co/IjsSJJsGB7

[Energy Intelligence @energyintel]

#Petrobras aims to continue drilling in frontier basins at home and abroad while pursuing #lowcarbon initiatives to help meet President Lula's climate policy.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: https://t.co/osEzTpPTrH

[Energy Intelligence @energyintel]

October saw #crudeoil and condensate exports from affected Mideast producers hit wartime highs. But the market continues to bleed massive supply losses, particularly in refined products.

👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 🔗 https://t.co/gs5WNZ2mhM

[Energy Intelligence @energyintel]

#COP31 opened in Antalya amid renewed tensions between developed and developing countries over #climate finance, exposing divisions over who should pay for the #energytransition.

📄 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲: 🔗 https://t.co/MKIVi8wU4F

[Energy Intelligence @energyintel]

Big Democratic wins in the Lone Star State will likely mean stricter scrutiny of a #fossilfuel industry critics say has been coddled by Republicans for decades.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀. 🔗 https://t.co/kqYSyEjUZk

[Energy Intelligence @energyintel]

The green tech titan is standing tall in the global energy crisis, and ahead of COP31, with exports of its new energy goods supporting its flagging economy.

📄 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 🔗 https://t.co/CyRIos71in

[Energy Intelligence @energyintel]

Climate negotiators gather in Turkey on Nov. 9 against a backdrop of accelerating global warming, worsening extreme weather and a prolonged Middle East #energycrisis.

📄 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲: 🔗 https://t.co/AYwvyYNQTi

[Energy Intelligence @energyintel]

Adipec: How Risk Is Reshaping the Mideast Energy Landscape: https://t.co/MbvFTYV2qc

Windfall Revives M&A Optionality for Majors: https://t.co/p3Gr0EOeyk

US Policy Reboot After Democrat Landslide: https://t.co/0fv481mD8V

[Energy Intelligence @energyintel]

COP31 negotiators are targeting 35% electrification of global final energy use by 2035, up from 23% today. Grid constraints, investment needs and differing national priorities could complicate progress. https://t.co/8NGugQaQun

[Energy Intelligence @energyintel]

Southeast Asia's regional power grid is gaining momentum, with Singapore advancing over 9 GW of import projects. Yet financing challenges, rising domestic demand and export restrictions remain major hurdles. Read more: https://t.co/9rxeKulnjM

[Energy Intelligence @energyintel]

Democratic gains in Congress could bring greater scrutiny of US energy deals, Iran policy and Russia sanctions, while reopening debates over clean energy incentives. Presidential powers will remain a key constraint. https://t.co/vMtlwClJWs

[Energy Intelligence @energyintel]

Qatar's LNG exports are recovering despite Hormuz risks, with 20 laden vessels crossing from Oct. 1–26. China and India are seeing increased deliveries, although the recovery remains fragile. https://t.co/rdhpu2WWct

[Energy Intelligence @energyintel]

Will AI be enough to keep LNG demand alive? Energy company executives in Asia warn of permanent LNG demand destruction caused by higher prices and the prolonged disruption of Mideast supply: https://t.co/3v1wkMx9co

[Energy Intelligence @energyintel]

Energy traders are increasingly finding opportunities upstream. Centalion Group’s $2 billion investment in US gas assets highlights how major trading firms are looking to gain direct access to production while leaving operations to experienced partners. https://t.co/sAZrE8Pc7i

[Energy Intelligence @energyintel]

Adnoc has taken a final investment decision on its first major unconventional gas project, with Ruwais-Diyab expected to produce 345 MMcf/d from 2029. The project marks a significant step in the UAE's unconventional gas ambitions. https://t.co/XhHVFJoafh

[Energy Intelligence @energyintel]

TotalEnergies is set to take over as operator of Malaysia’s Lang Lebah and B14 gas fields, acquiring a 30% stake in both. This could unlock more than 6.5 Tcf of gas resources, but challenges remain before a final investment decision. https://t.co/NxLfvl9012

[Energy Intelligence @energyintel]

Shipping and logistics costs now exceed 30% of a barrel's cost, up from less than 5% before the Mideast war. At Adipec, Gulf energy leaders stressed the growing cost of resilience amid regional volatility. https://t.co/hQ9oyoxiSU

[Energy Intelligence @energyintel]

The $13.7 billion EQT-Range merger will create the largest US natural gas producer, with a combined output of 7.7 Bcf/d. As consolidation reshapes the Appalachian basin and acquisition targets dwindle, what's next for US shale gas M&A? https://t.co/4HyvN5xvf5