Samer Mosis

Energy & economics-Book w/ @jackfranck out now .Energy Analytics at #PlattsAnalytics @SPGlobalPlatts; @SAISHopkins @AUC Alum tweets my own

[S&P Global Energy @EnergySPG]

@SPGlobalPlatts Analytics' Samer Mosis told @FT @derek_brower: vertically integrated energy players across the LNG value chain (shipping, production, +) have advantage in a future where carbon intensity of production is key attribute of competitiveness: https://t.co/l1mJ591z3T

[Samer Mosis @Samermosis]

Happy to share a collaborative paper w/Erin Blanton of @ColumbiaUEnergy where we unpack carbon-neutral #LNG trade. Many challenges remain, including risk of greenwashing & challenges to scaling, but the opportunity to incentive #carbon-intensity reductions is huge @SPGlobalPlatts

[Center on Global Energy Policy @ColumbiaUEnergy]

NEW commentary | Erin M. Blanton & @Samermosis examine an existing & growing market trade behavior that has potential to assist countries dependent on natural gas in meeting their climate targets during this transitory period for the global energy system. https://t.co/4cI3Xf7Tur

[Joe Weisenthal @TheStalwart]

That emergency text that NYC sent out last night to residents to conserve power?

It had an immediate impact on consumption.

https://t.co/s0uqmoUiju

[Samer Mosis @Samermosis]

Pleasure speaking with @CNBC about Russia's emerging energy strategy and how #LNG markets are evolving globally.

Thanks @Roolockwood for having me!

[Rosanna Lockwood @Roolockwood]

"Russia's energy strategy away from Europe towards Asia is a two-pronged attack."

Great speaking to @Samermosis near-midnight in London(!) as part of our #ArcticAmbitions❄️coverage of the @ArcticCouncil meetings in Iceland, on @CNBCi

[Samer Mosis @Samermosis]

Pleasure speaking with @NaserElTibi of @AlArabiya_Eng about the current state of the global #LNG markets, #Qatar's marketing strategy, and the year to come in #natgas and #energy markets

https://t.co/vKNDLEtS5M

[Samer Mosis @Samermosis]

@thierry_bros maybe I am missing something, but it clearly says here FID. Biggest surprise really is the price point they are doing this at, but that is a totally different discussion.

[Thierry Bros @thierry_bros]

But not yet an official FID...

[Samer Mosis @Samermosis]

even in a stress case scenario (incremental demand due to weather/storage fill) Asia's pull on marginal Atlantic supply will ease in March, as is shown in this chart by bigtime killer analyst @CottellLuke

This should undercut shipping constraints, softening this market tightness

[Samer Mosis @Samermosis]

Great to provide some context to @FT on this record rally in Asian #LNG prices.

The real question is whether the ides of march will bring an end to tightness in LNG markets or the rally keep skyrocketing. Our research shows....

https://t.co/PHf7nnuXlr

[Samer Mosis @Samermosis]

As #energy companies like @bp_plc commit to various forms of #netzero there is yet to be a Gulf major following suit. This begs the question, how are Gulf NOC's preparing for the #energytransition? I break down what is & isnt happening for @GulfIntlForum

https://t.co/SKWfe8pYXu

[Samer Mosis @Samermosis]

It's no secret MbS is after control of both Aramco & SAMA. The removal of Falih ensured the former, but the latter has been a slower process (see tweet belo for context). It is hard not to see the change at SAMA as the latest step in this process.

https://t.co/aTpCLkwDOg

[Samer Mosis @Samermosis]

Past #Saudi @MEPSaudi statements suggested KSA #SWF PIF would receive excess oil rents instead of @SAMA_GOV in what would have been major shift in Saudi power dynamic. Talk of debt issuance for PIF suggest this change has been tabled, smartly.... https://t.co/Clxhlapxtu via @FT

[Samer Mosis @Samermosis]

This is a big red flag. Historically, #SaudiArabia has had 2 'Islands of Efficiency,' Aramco & SAMA w/the latter guarding the piggy bank. With SAMA now reporting directly to the King, this stabilizing role is dangerously in question (Thread) #OOTT

https://t.co/QEc33gAKBg

[Samer Mosis @Samermosis]

Despite the that the PIF has a less than stellar investment track record, MbS is determined to make the PIF the region's largest SWF. It is hard to see how this is accomplished without access to the country's excess reserves.

https://t.co/bKXDm6lT9G

[Samer Mosis @Samermosis]

@ira_joseph @AmyJaffeenergy Saudi absolutely has significant natural comparative advantage in renewables buildout (sun, land,$$) but as it stands this #hydrogen deal raises more questions than answers (shameless plug for my @AtlanticCouncil article below)

https://t.co/0gRFckueEU

[Ira Joseph @ira_joseph]

Oh I like this idea. Given that 95% of Saudi is a desert, seems like green hydrogen would be their future calling given the sun and wind resource. Curious why they keep talking blue hydrogen first as if they didn���t have a chronic shortage of marketable gas with which to work.

[Samer Mosis @Samermosis]

Sure #LNG may be cool (pun intended) but have you ever made very-peanuty peanut butter cookies from scratch?

Love is real.

[Samer Mosis @Samermosis]

https://t.co/mPc79qBfUt

[Samer Mosis @Samermosis]

Note how often #Qatar Energy Minister AlKaabi mentions carbon & CCS in this & other statements on @Qatargas's #LNG expansions plans

LETS BE CLEAR: Qatar is preparing to market itself as the world's least carbon intensive LNG producer (thread)
@PlattsGas
https://t.co/zIUPNFbH8p

[Samer Mosis @Samermosis]

Big news. Cargoes delivered under #Qatar's recent deal will come w/statement of associated GHG emissions. This is massive in the evolution of #LNG priced w/ a #carbon premium.

Qatar is set to own this space. See thread below to see why. #naturalgas

https://t.co/lEQcVolzfq