Energy Managers

Keen energy analyst led by fundamentals and reason mostly. Working for utilities and industrials.

[Energy Managers @enmanagers]

[Putin's voice]: Do not worry. It is not an attack. It is Special Operation for the Liberation of Europe (from NATO occupation)!

[*Walter Bloomberg @DeItaone]

RUSSIA'S PUTIN: WHY WOULD RUSSIA ATTACK NATO?

[Energy Managers @enmanagers]

@tleilax___ I am thinking about Qatari's defense capabilities. How the fuck did they not intercept 4 missiles launched from Iran in a telegraphed move like hitting Ras Laffan was? Any ideas?

[Energy Managers @enmanagers]

Sometimes it feels like Iran wants to push the US to the action.

[Giovanni Staunovo🛢 @staunovo]

Iran issues death sentence linked to January unrest, source says https://t.co/gu6bTOY5I7

[HFI Research @HFI_Research]

Brent prompt month will expire soon. The 2-3 timespread is still hanging on.

[Energy Managers @enmanagers]

@petromatrix Very happy to see you active here!

[Energy Managers @enmanagers]

@BenniKim What do you use those models for? Thank you. M

[Kaja Kallas @kajakallas]

Europe has always supported efforts for a just, comprehensive and lasting peace in Ukraine.

But for any plan to work, it needs Ukrainians and Europeans on board.

In this war, there is one aggressor and one victim. So far, we haven't heard of any concessions from Russia's side.

My doorstep ahead of today’s Foreign Affairs Council ↓

[Energy Managers @enmanagers]

Setting up a trade lever pre APEC summit on 31 Oct, exactly as Xi has done with the critical minerals control measures.

[Javier Blas @JavierBlas]

U.S.-China trade war 2.0 (or is it 3.0?)

President Trump announces 100% tariff on Chinese products over and above current rates. Plus software export controls. But note none are effective for another three weeks. Negotiations?

[Javier Blas @JavierBlas]

U.S.-China trade war 2.0 (or is it 3.0?)

President Trump announces 100% tariff on Chinese products over and above current rates. Plus software export controls. But note none are effective for another three weeks. Negotiations?

[🌻 Fertilizer Finder 🌻 @ManiacMagic1]

Iranian cargo ships have been transfering massive amounts of sodium perchlorate, a key material used for solid-fuel ballistic missiles, from China to Bandar Abbas.

[Energy Managers @enmanagers]

US President Donald J. Trump might be seeing through what every European has long seen. Maybe we might be in for a positive change in US approach towards hostile, land-grabbing Russia. Big implications for energies, security, balance of power.. #Gas #TTF

[Barak Ravid @BarakRavid]

Trump: There was no reason for Putin to be shooting missiles into civilian areas, cities and towns, over the last few days. It makes me think that maybe he doesn’t want to stop the war, he’s just tapping me along, and has to be dealt with differently, through “Banking” or “Secondary Sanctions?” Too many people are dying!!!

[Energy Managers @enmanagers]

Or President Trump realized that "peace" is not going to happen and will "let Ukraine fight on" by letting them purchase US arms. This is no return to a "friendship" status between US and EU of the past, but still a good day for Europe

[Tobias Ellwood @Tobias_Ellwood]

👇
Putin will be delighted.

Europe's left to go it alone.

World Order continues to crumble.

[Energy Managers @enmanagers]

Or President Trump realized that "peace" is not going to happen and will "let Ukraine fight on" by letting them purchase US arms. This is no return to a "friendship" status between US and EU of the past, but still a good day for Europe.

[Energy Managers @enmanagers]

@AnnaHbrt Thank you Anna. But "Next winter" means 2025/2026 or 2026/2027? Thank you for clarifying.

[Energy Managers @enmanagers]

What did I tell you? #NotGonnaHappen #TTF #Gas

[max seddon @maxseddon]

Russia has rejected the 30-day ceasefire in Ukraine proposed by the US.

Yuri Ushakov, Putin's foreign policy advisor, says this would be “nothing other than a temporary breather for Ukrainian troops.”

[Energy Managers @enmanagers]

Yes of course, Trump does not like to have blood on his hands. The media coverage regarding Kursk helped a lot. Lets see how it goes with the ceasefire though 🧐#NotGonnaHappen #TTF #Europeans

[Barak Ravid @BarakRavid]

Trump says U.S. is close to lifting pause on intel sharing with Ukraine. My report on @axios
https://t.co/oLKH06gweU

[Energy Managers @enmanagers]

Guess which move would benefit the "LNG marketer in-chief" the most? I think that Arctic LNG 2 will not be coming back and other large projects might come under sanctions. Beautiful political & financial move, as Trump likes it. #TTF #DonaldTrump

[Polymarket Intel @PolymarketIntel]

BREAKING 🔶🔶

Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”

[Polymarket Intel @PolymarketIntel]

BREAKING 🔶🔶

Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”

[Energy Managers @enmanagers]

An idea why Russian LNG tankers from Yamal started flocking to European shores? #TTF @SStapczynski @ira_joseph @JavierBlas

[Energy Managers @enmanagers]

As expected, those estimates will probably need some refining after today #NotGonnaHappen #TTF #Gas #Ukraine

[Stuart Elliott @stuartelliott50]

EUROPEAN GAS: The BIG question being asked over and over right now is whether Russian gas returns to Europe in meaningful volumes post-ceasefire. Equinor sees 35 Bcm/year coming back, while Uniper and RWE today both had views to share. All news available on Platts Connect. #ONGT