Top Tweets for #Plattsanalytics
#NatGas to #Oil switching is increasing. #PlattsAnalytics estimates refiners, power producers & major industries will have 633,000 b/d incremental liquids demand in Q1/23 vs ~350,000 b/d incremental demand in Q3/22. Thx @RobPana #OOTT
https://t.co/DReicsMFrr
Some of my initial thoughts of how the Senate #ElectionResults2020 might impact #climatepolicy under a possible #Biden administration. W/ @meghangordon #OOTT #OCTT #carbon #plattsanalytics
Election results reveal a deepening divide on energy issues that will make it harder to pursue federal policy on decarbonization and mitigating climate change, w/ @AmyJaffeenergy @kevinbookdc @energybays @jeffreydberman: https://t.co/PV7YTKhFqV #OOTT
My latest #election piece for the @Platts blog. @Biden has an ambitious #climate plan that will require #senate action. But there is also low-hanging #cleanenergy fruit that can push the #energytransition along. #PlattsAnalytics https://t.co/FKGZyknNYf
For #PlattsAnalytics clients, we will be presenting our latest North American Long Term Gas & Power Outlook at the top of the hour. Please join us for an hour of premium content.
PA Gov Wolf (D) continues to push state into #RGGI CO2 market via regulations. PA Legislature (R control) already passed bill banning said entrance.
I’m mentally preparing myself for years of reading court docs. #plattsanalytics #OCTT
If I've learned anything about #EUETS policy, it's that:
-The Commission can propose whatever it wants;
-ENVI can vote on whatever it wants; but
-If the Council doesn't want it - it won't be implemented.
All those new market specs better take warning. #OCTT #PlattsAnalytics
#PlattsSpotlight: US #oil production expected to decline once most shut-in volumes are back on production.
#PlattsAnalytics #OOTT
📰 Full Spotlight: https://t.co/s2EUivI39Z
ICYMI: Second-wave #coronavirus fears trigger rethink on #oil demand recovery
➡️ Oil demand rebound by 2022 in doubt
➡️ Japanese mobility slumps after infection spike
@RobPana reports: https://t.co/8pKLbNos3d
#PlattsAnalytics #COVID19 #OOTT
@EU_Commission in May suggests using carbon revenue to fund #COVID recovery. In June they consider an #EUETS price floor. Not surprised that the most dramatic shift in ETS policy ever would come as EC proposes taking on #EUA exposure. #plattsanalytics #OCTT
🇪🇺 @EU_Commission to consider the introduction of a carbon price floor as part of #EUETS MSR review.
Discussions may start soon as upcoming 🇩🇪 @EUCouncil Presidency lists a minimum CO2 price among its priorities.
@MikeSzaboCP has the latest 👇 #OCTT
https://t.co/mgI2CUqhQ7
Check out my attempt at a 2 min overview on European gas supply and what to watch out for this summer (and then subscribe for the detail) @PlattsGas #PlattsAnalytics:
https://t.co/RZPvswqTAo?
#PlattsAnalytics has consistently flagged risk around Mozambique LNG due to domestic unrest, building in a 1-yr delay into our assumption. COIVD aside, given the scale and growth of insurgent fighting, 1-yr delay may be an understatement #LNG #OOTT #ONGT
https://t.co/da51BxrqyE
An example of why divestment campaigns aren’t always appropriate. There’s plenty of “bad” money to replace “good”, and the “good” loses a seat at the table #plattsanalytics #ClimateAction #OCTT https://t.co/aOaYitWznu
This is another sign that China has moved toward a more stable renewables deployment - notably solar PV. This is consistent with our #Plattsanalytics views. Perhaps also a bearish sign for global solar PV deployment too?
It's a lot of money, but the EU and indiv. member states have never been too shy about green economy spend. But will this stimulus be like the successful German solar FIT -- or the NER300 that failed to encourage a single CCS project? #PlattsAnalytics https://t.co/1Mp4P0DSp4
My latest for the @Platts blog. All eyes are on #PostCovid19 CO2 trends, and Biden is eyeing an ambitious #climate platform with a #carbon price. Key points require GOP support, but what can he do without that? #plattsanalytics #OCTT https://t.co/Hr23hgmvf3
Roughly in line with expectations but good to confirm. Stay tuned (subscribe..) for #PlattsAnalytics view on the impact on Norwegian associated gas and how their wider oil vs gas strategy continues to evolve
BREAKING: Norway announces a big oil output cut of 250,000 b/d for June (and 134,000 b/d on average for 2H 2020). Minister of Petroleum Tina Bru says cuts will lead to “faster stabilisation of the oil market“ | #OOTT Full statement (in English) here: https://t.co/AIsyydT3CH
W/this flaring up alongside industry cost-cutting, not hard to see @Total Mozambique LNG seriously delayed & @exxonmobil-@eni Rovuma shelved until next cycle- if LNG gets one
#PlattsAnalytics long noted these risks; still sad to see it materialize
https://t.co/EG1tgQzVIB
Check out our #PlattsLNG infographic on how #COVID19 is impacting #LNG trade flows, fundamentals & prices: https://t.co/17mGBfBLXj
⟹ Prolonged disruptions could cut China’s 2020 LNG import growth by 37%
⟹ #PlattsJKM to remain below $3.50/MMBtu through Q2-Q3: #PlattsAnalytics
Will climate philanthropy move straight to direct benefits? With all due respect to funding NGOs, for $10bn Bezos could buy and shutter a few coal plants, with plenty left over to buy and give away lots of EVs #plattsanalytics #climate
https://t.co/gvJLglRe0x
As commodity markets grapple with the impact of the #coronavirus outbreak, @SPGlobalPlatts looks at the best and worst case scenarios in #crudeoil and #jetfuel. #PlattsAnalytics' JY Lim shares more on #PlattsCommoditiesFocus ▶️ https://t.co/EqM4UKR0Lx
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