Ronald Pinto (he/him)

Engineer & Internationalist into energy, economics & politics. UCV @SciencesPo @IEBusiness alumnus. Energy Market Analyst . Views on my own. 🇻🇪🇫🇷

[Ronald Pinto (he/him) @ronaldpint]

@LeParisien_75 Coupure d’électricité dans le 19ème aussi (bas Belleville) @enedis_clients @enedis_IDF

[Agence France-Presse @afpfr]

🇻🇪 Près de sept millions de personnes seraient affectées par les deux séismes qui ont frappé le Venezuela, faisant près de 1.000 morts et des dizaines de milliers de disparus, ont estimé samedi les Nations unies.

[Al Jazeera Breaking News @AJENews]

BREAKING: Death toll from Venezuela earthquakes rises to at least 1,430

Read more: https://t.co/FVrSngxqQJ

[Ronald Pinto (he/him) @ronaldpint]

@enedis_clients bonsoir. Coupure d’électricité à @Paris 19ème #belleville .

[Al Jazeera Breaking News @AJENews]

Video captured the first moments of two powerful earthquakes striking Venezuela, triggering panic as people fled for safety as buildings collapsed around them.

[Ronald Pinto (he/him) @ronaldpint]

@RERB Bonjour, on fait comment pour se rendre à l’aéroport. Je vais perdre mon vol ✈️

[Ronald Pinto (he/him) @ronaldpint]

@janrosenow But isn’t this more a question about demand? Shouldn’t Europe commit to reducing its reliance on gas?

[Kpler @Kpler]

Europe’s power and gas markets may be misreading Summer 2026.

LNG competition is tightening supply, France’s nuclear flexibility is under pressure, and renewable overcapacity is increasing curtailment risk — yet parts of the curve suggest otherwise.

So where is the market getting it wrong?

At Kpler’s Gas & Power Market Briefing in London (28 April), we’ll challenge consensus and share our latest outlook on:
◾European gas balance and LNG flows
◾Power price formation across France, Germany, and the UK
◾The DE-FR spread and Q3 positioning signals

Join us to discuss what’s driving the market — and what may be mispriced.

Register now: https://t.co/FhlFwrk4B7

[Kpler @Kpler]

Qatar outage tightens LNG market

Damage to Ras Laffan delays Qatari LNG exports until at least late June, reducing 2026 supply by 28 mt. Demand destruction of 24 mt, led by South Asia and China, fails to offset the shock. With the outage extending into peak seasonal demand, global balances tighten, supporting higher prices. Asian spot #LNG is forecast near $15 per MMBtu, while Europe’s TTF rises as competition for cargoes intensifies.

Stay ahead of the market with #Kpler Insight: https://t.co/Y0dFk1PI5u

[Ronald Pinto (he/him) @ronaldpint]

@ira_joseph @Ronh999 @ColumbiaUEnergy Yes, that’s usually the case. We’ve seen the typical drop in Turkish imports. Very high hydro levels weighed on domestic demand.

[Ronald Pinto (he/him) @ronaldpint]

@ira_joseph @ColumbiaUEnergy Thanks Ira. There’s a seasonality element not negligible, particularly in the case of Turkey and UK. Also, TTF prices were high and at a premium to Asia in early February when weather forecasts were pointing to a cold month. That allowed Europe to attract lots of LNG last month.

[Ronald Pinto (he/him) @ronaldpint]

#ONGT #TTF

[Amena Bakr @Amena__Bakr]

Our analysis so far @Kpler shows that Qatar LNG exports could be cut to 50.6 mt in 2026 (-29.8 mt vs pre-war), dragging global supply down ~6% to 441 mt—the lowest Qatari output since 2009. Expect tighter markets and challenges refilling gas storage ahead of winter 2026/27. #OOTT #LNG #Qatar

[Nicolas Berrod @nicolasberrod]

Hop, des cartes pour visualiser les résultats du premier tour des #municipales2026 à Paris ! ⤵️ @le_Parisien

Avec toujours cette première carte impressionnante d'une ville coupée en 2, la droite en tête dans l'ouest et la gauche en tête dans l'est.

1/9

https://t.co/Mpc3VZ6tIC

[Ronald Pinto (he/him) @ronaldpint]

@stuartelliott50 Not quite the same tho. Russian supply is expected to remain in the market (will not induced significant increase in competition with Asia), contrary to what’s happening now with actual supply destruction taking place.

[Ronald Pinto (he/him) @ronaldpint]

@ira_joseph @stuartelliott50 @ColumbiaUEnergy @SPGEnergyGas The mandate allows for flexibility and with existing derogations the target is placed below 80%.

[Kpler @Kpler]

Europe faces LNG price pressure

Kpler Insight expects European gas prices to remain supported for at least the next two months as disruptions to Qatari #LNG supply impact deliveries to the continent and boost inter-basin competition. Underground storage levels in the EU at 30% full in early March, amplifying the impact of ongoing supply disruptions. Qatar supplied 9.2 mt of LNG to the EU and UK in 2025, around 8% of total LNG imports, with Italy being the most directly affected; however, Europe’s interconnected gas network means any disruption can ripple across the continent.

Stay ahead of the market with #Kpler Insight: https://t.co/IQawrckAYb

[BOTAŞ @botastr]

02.03.2026 Tarihli Basın Açıklaması

https://t.co/nt1AqMxXwT

[Kpler @Kpler]

February 2026 saw risk move from rhetoric into pricing.

From collapsing Gulf floating storage and stalled US–Iran talks, through GNSS interference and a sharp rise in “dark” Iranian loadings, to direct military confrontation and a 9% weekly move in #crude, markets repriced in real time.

Kpler data tracked the shift across physical flows, Hormuz transit activity, satellite navigation disruption and VLCC freight dynamics as events unfolded.

When geopolitics accelerates, market visibility becomes critical.

Follow the developments on #Kpler Terminal: https://t.co/ScP9LlpZzx

[Amena Bakr @Amena__Bakr]

Product tanker traffic through the Strait of Hormuz has collapsed in both directions — and with Europe sourcing 45% of its jet fuel from the Middle East, the disruption poses a direct threat to supply. @Kpler #OOTT

[KyivPost @KyivPost]

Putin has agreed to accept US security guarantees for Ukraine, Zelensky’s office chief Budanov said.

Budanov added that the Russian army is not preparing to advance on Kyiv at this time. He also expressed confidence in the prospects of peace talks, noting that the issue of demilitarized zones has already been resolved.