energyflux - Network

RT @LNG_Investor_Big week for LNG last weekSempra $SRE♦️Lost HoA with Williams♦️Delayed Cameron FEEDCheniere $LNG♦️Expects more...

RT @LNG_Investor_
Big week for LNG last week

Sempra $SRE
♦️Lost HoA with Williams
♦️Delayed Cameron FEED

Cheniere $LNG
♦️Expects more projects to fall by wayside
♦️Announced 0.4 mtpa SPA

Energy Transfer $ET
♦️Lost 1 customer due to DOE denial

Tellurian $TELL
♦️Halts drillings

#LNG #ONGT

RT @EnergyFluxNewsSpare a thought for all those European utilities that paid an eye to take Pakistan's LNG and refill EU gas storage...

RT @EnergyFluxNews
Spare a thought for all those European utilities that paid an eye to take Pakistan's LNG and refill EU gas storage facilities last year.

At ~5x today's spot price, that stocked gas is unburnable (especially for the unhedged buyers).

Comeuppance? https://twitter.com/ira_joseph/status/1654460385456521217

To put it another way, a spot cargo of US LNG last year cost upwards of $200m. Today it costs less than $30m.Why crack open the expensive...

To put it another way, a spot cargo of US LNG last year cost upwards of $200m. Today it costs less than $30m.

Why crack open the expensive stuff when there's boatloads of cheap molecules on the water looking for a home?

Spare a thought for all those European utilities that paid an eye to take Pakistan's LNG and refill EU gas storage facilities last...

Spare a thought for all those European utilities that paid an eye to take Pakistan's LNG and refill EU gas storage facilities last year.

At ~5x today's spot price, that stocked gas is unburnable (especially for the unhedged buyers).

Comeuppance?
---
RT @ira_joseph
Ladies & gentlemen, I present sub-$10 JKM for the 1st time since June 2021. Quite a ride down since Sept. Hard pressed to tell you why it cannot go lower at this time of yea…
https://twitter.com/ira_joseph/status/1654460385456521217

Big news: India amends power policy draft to halt new coal-fired capacityExisting projects in the pipeline unaffected, but this is still a...

Big news: India amends power policy draft to halt new coal-fired capacity

Existing projects in the pipeline unaffected, but this is still a major shift. It also puts China's outlier position in starker contrast.

https://www.reuters.com/business/energy/india-amends-power-policy-draft-halt-new-coal-fired-capacity-sources-2023-05-04/

Until the energy industry makes significant progress on this, you know what we should make of their pronouncements on Scope 3 emissions...

Until the energy industry makes significant progress on this, you know what we should make of their pronouncements on Scope 3 emissions
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RT @PZeniewski
Not many people realise that 15% of energy-related GHG emissions come from the process of getting oil and gas out of the ground and transported to consumers. If those emissions were a country, they would be the second largest emitter, after China. How do we reduce them?🧵
https://twitter.com/PZeniewski/status/1653687951254081536

Good summary of the EU's joint gas purchasing platform, AggregateEU, which launched last week...

Good summary of the EU's joint gas purchasing platform, AggregateEU, which launched last week @KiraTaylor15

https://www.euractiv.com/section/energy-environment/news/to-buy-or-not-to-buy-europes-joint-gas-purchasing

'A little like online dating for Europe’s energy needs'

Not sure about the metaphor - it's more like group dating, which sounds truly awful

Lots of LNG floating on the water, nowhere to go. Spot prices low, demand growth is...

Lots of LNG floating on the water, nowhere to go. Spot prices low, demand growth is slow…

https://www.reuters.com/business/energy/high-lng-stocks-north-asia-weak-demand-leads-more-storage-sea-2023-04-21/

RT @KartikeyaSinghWowza! Dutch Power Prices Turn Negative as Green Power Floods Grid https://flip.it/7xrWIb

RT @KartikeyaSingh
Wowza! Dutch Power Prices Turn Negative as Green Power Floods Grid
https://flip.it/7xrWIb

Modeller: 'So, we are trimming back our insanely continent-sized new forest and replacing it with an equally insane amount of...

Modeller: 'So, we are trimming back our insanely continent-sized new forest and replacing it with an equally insane amount of CO2-sucking machines'

Exec: 'Great, so our E&P plans don't have to change?'

M: 'Er, well actually we need to stop drilling today...'

E: 'You're fired!'

The water cooler chats between Shell's C-suite and its Scenario modelling team must be... interesting ---RT @Josh_GabbatissShell has...

The water cooler chats between Shell's C-suite and its Scenario modelling team must be... interesting
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RT @Josh_Gabbatiss
Shell has released its latest vision of how the world could stay below 1.5C of warming

New @CarbonBrief analysis shows that it requires oil & gas growth to end *immediately*

This comes as the oil firm floats plans to...pump more oil. So what's going on?

https://www.carbonbrief.org/analysis-shell-admits-1-5c…
https://twitter.com/Josh_Gabbatiss/status/1648976819276718087

RT @sstapczynskiJapan will have 10 nuclear reactors online at the same time by the weekend, the most in over a decade 🇯🇵☢️📅...

RT @sstapczynski
Japan will have 10 nuclear reactors online at the same time by the weekend, the most in over a decade 🇯🇵☢️

📅 Sendai No. 1 will restart from planned maintenance Friday
👉 While the government is pushing for more nuclear power, only 1/3 of its units are online

𝐙𝐨𝐦𝐛𝐢𝐞 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞𝐬 𝐭𝐚𝐮𝐧𝐭...

𝐙𝐨𝐦𝐛𝐢𝐞 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞𝐬 𝐭𝐚𝐮𝐧𝐭 𝐏𝐚𝐤𝐢𝐬𝐭𝐚𝐧

𝘗𝘢𝘬𝘪𝘴𝘵𝘢𝘯 𝘪𝘴 𝘵𝘩𝘦 𝘈𝘴𝘪𝘢𝘯 ‘𝘦𝘯𝘦𝘳𝘨𝘺 𝘣𝘳𝘪𝘥𝘨𝘦’ 𝘵𝘩𝘢𝘵 𝘯𝘦𝘷𝘦𝘳 𝘨𝘰𝘵 𝘣𝘶𝘪𝘭𝘵. 𝘕𝘰𝘸 𝘪𝘵 𝘪𝘴 𝘣𝘦𝘪𝘯𝘨 𝘴𝘶𝘧𝘧𝘰𝘤𝘢𝘵𝘦𝘥 𝘣𝘺 𝘦𝘹𝘱𝘦𝘯𝘴𝘪𝘷𝘦 𝘦𝘯𝘦𝘳𝘨𝘺

https://www.energyflux.news/p/zombie-gas-pipelines-taunt-pakistan

*Takes bow* ---RT @ContangContango@EnergyFluxNews 🙌 still the best analysis on ttf out...

*Takes bow*
---
RT @ContangContango
@EnergyFluxNews 🙌 still the best analysis on ttf out there
https://twitter.com/ContangContango/status/1646522025429827587

RT @seb_kennedyIf there was a league table of most egregious greenwashing climate non-solution, co-firing ammonia with coal would be right...

RT @seb_kennedy
If there was a league table of most egregious greenwashing climate non-solution, co-firing ammonia with coal would be right up there in top spot https://twitter.com/TransitionZero/status/1646430576839106562

RT @seb_kennedyI've just started 'stacking' on Notes and I gotta say it feels 100x more glorious than being on Twitter. Come on...

RT @seb_kennedy
I've just started 'stacking' on Notes and I gotta say it feels 100x more glorious than being on Twitter. Come on over to Subst***, it feels like a breath of fresh air

Killer quote re. SPR refill and OPEC's surprise cut

Killer quote re. SPR refill and OPEC's surprise cut

U.S. Dollar "Fear Mongers" Only Need To Be Right Once...

U.S. Dollar "Fear Mongers" Only Need To Be Right Once https://open.substack.com/pub/quoththeraven/p/us-dollar-fear-mongers-only-need?r=8c8jl&utm_campaign=post&utm_medium=web @QTRResearch

RT @Josh_Young_1Oil futures net speculative interest is near Covid and 2016 crash lows, indicative of very low ownership and extreme...

RT @Josh_Young_1
Oil futures net speculative interest is near Covid and 2016 crash lows, indicative of very low ownership and extreme negative sentiment.
https://twitter.com/staunovo/status/1639350481863467010?t=nFj2r9FpAW-aXe89ylP_tQ&s=19

RT @CleanPowerDaveSteel electrification is gonna be huge.."They revealed 🟢Iron ore is converted to metallic iron using electrolysis,...

RT @CleanPowerDave
Steel electrification is gonna be huge..

"They revealed
🟢Iron ore is converted to metallic iron using electrolysis, removing oxygen at low temperature, removing the need to use coal.
🟢A pilot plant is now setting up."

https://reneweconomy.com.au/fortescue-hails-green-iron-breakthrough-as-own-coal-free-tech-moves-to-pilot-phase/