Liezel Hill

ll Managing editor for energy and commodities in EMEA at Bloomberg News ll Retweets are not endorsements ll Views are my own ll

[Javier Blas @JavierBlas]

Energy factoid of the day:

The entire annual global LNG market equals to about six weeks of coal demand in China and India.

[Javier Blas @JavierBlas]

Wow! The U.S. injected ~9.9 million barrels of oil from its Strategic Petroleum Reserve into the market last week.

That’s a record high flow of >1.4 million barrels a day. It’s the second consecutive SPR record high flow rate.

[Peter Lucier @PeterLucier]

Maya Angelou on the joys of being edited

[Alex Longley @alexlongley1]

Live in 15 mins 👇👇👇 #OOTT

[Javier Blas @JavierBlas]

Asian oil refiners are seeking alternatives to the Middle East’s benchmark crude prices (Oman and Dubai), as war-driven distortions fuel wild price swings that they say have come untethered from physical market realities.

@yongchang_chin @alexlongley1

https://t.co/bAPlcSb2KO

[Javier Blas @JavierBlas]

Trump on Strait of Hormuz: “At a certain point, it’ll open itself.”

[Javier Blas @JavierBlas]

Several Iranian top officials have warned today about water desalination plants (following what they said was an attack to water infrastructure by US-Israel).

Re-upping my @Opinion column about why water desalination will be key in the Third Gulf War.

https://t.co/XuWT9EYh0U

[Tom Marzec-Manser @tmarzecmanser]

‘To the moo…’ 🚀
Oh wait.
In all seriousness, this is a rational way of matching future supply with current expected demand.
So not any cause for concern/hysteria about the state of the Euro/global #natgas market.
#TTF #LNG #ONGT

[Javier Blas @JavierBlas]

CHART OF THE DAY: As the oil market worries about Iran, trading in Brent call options surged on Monday to a record high (just above the previous peak set in June 2025, around the time of US/Israel attacks on Iran). h/t @alexlongley1

[Archie @megacontango]

Trafigura's CEO Richard Holtum says at televised White House meeting his trading firm will load Venezuelan oil set for the US in the next week.

[Javier Blas @JavierBlas]

REACTION COLUMN: BP has appointed Meg O'Neill, a no-nonsense executive who earned her stripes in the exacting world of Exxon, as new CEO. Superb.

Her mandate? "A simpler, leaner and more profitable company." If only that had been the focus since 2020.
https://t.co/Dxnl0627N0

[Attorney General Pamela Bondi @AGPamBondi]

Today, the Federal Bureau of Investigation, Homeland Security Investigations, and the United States Coast Guard, with support from the Department of War, executed a seizure warrant for a crude oil tanker used to transport sanctioned oil from Venezuela and Iran. For multiple years, the oil tanker has been sanctioned by the United States due to its involvement in an illicit oil shipping network supporting foreign terrorist organizations. This seizure, completed off the coast of Venezuela, was conducted safely and securely—and our investigation alongside the Department of Homeland Security to prevent the transport of sanctioned oil continues.

[Bloomberg @business]

Four Russia-linked tankers have been attacked at sea in under a week.

Who, or what, is behind the strikes? @alexlongley1 takes a closer look https://t.co/f3RRzvxzSO

[Bloomberg @business]

The head of German utility EON said Europe’s largest economy should slow the pace of wind and solar expansion, saying the country’s power grids are struggling to cope with the surge in new renewable projects. https://t.co/z3a7KQOkNO

[Bloomberg @business]

It’s a great time to be an oil refiner — but not so great if you're filling up at the pump https://t.co/GeYsRdSgIV

[Bloomberg @business]

Oil trader Litasco is starting to terminate jobs with days to go until US sanctions are to come into effect https://t.co/vjSmz9ggRa

[Javier Blas @JavierBlas]

BREAKING: US Treasury calls oil trader Gunvor "the Kremlin's puppet" and says it won't give it a licence (in reference to its proposal to buy Lukoil's international assets). Gunvor says the accusation is "false" but withdraws its offer to buy the Russian company assets.

[Liezel Hill @liezelhill]

Solar power’s rapid growth has Europe racing to revamp its grid to prevent a dramatic blackout

@MathisWilliam

https://t.co/VgiKeu05cu

[Jack Farchy @jfarchy]

Meet the obscure commodity trader whose breakneck rise has put the global iron ore market on edge and drawn the attention of the Chinese state

@cangsizhi @megacontango @kathgemm

https://t.co/cr94GvuUCA

[Jack Farchy @jfarchy]

An inside look at how sanctions created a thriving cars-for-copper barter trade between China and Iran

https://t.co/RXjUrkFbGK