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Rapidan's Director of Global Oil Service @ClaySeigle met with @BNNBloomberg today to discuss what's at risk with the current conflict in the Persian Gulf. "We're talking about 20 or 21 million barrels per day that are at risk of disruption. So now the oil market, justifiably, is…
It’s just military capabilities , markets and math.
It’s just military capabilities , markets and math.
As Texas LNG seeks permitting and investors to build a multi-billion-dollar LNG export hub in South Texas, experts question how - and when - the project will move forward. Rapidan's Director of Global Gas & LNG @amunton tells ABC's KRVG that, "It's very difficult to build an LNG…
The latest podcast from @NGInews is out! @amunton joins @jd_journalism to discuss the pause on U.S. LNG authorizations and its impacts on the market. hubflow.podbean.com/e/what-does-a-…
Undeniably a major factor
Rapidan's coverage of the US LNG markets continues to gain attention during this pivotal election year. axios.com/2024/01/10/bid…
Pleased to have been quoted in this @FoxBusiness article discussing the standout year for US LNG. Based on our analysis of US government data (EIA and DOE) and other sources, the US exported 85.7 million tonnes of LNG in 2023 to become the world's top LNG exporter. Despite this,…
The unbundling of the phased commissioning process allows Calcasieu Pass LNG to operate at full capacity while delaying the start of commercial operations (and therefore contract deliveries) due to ongoing repair of the power plant's heat recovery steam generator
The unbundling of the phased commissioning process allows Calcasieu Pass LNG to operate at full capacity while delaying the start of commercial operations (and therefore contract deliveries) due to ongoing repair of the power plant's heat recovery steam generator
On tonight's #CNBC #LastCall, Rapidan Director of Global Oil Service @ClaySeigle discusses the implications of the #IsraelHamasWar on energy prices and supply. "Iranian involvement in combat is the big issue for energy markets... When you think about [what] comes through the…
Rapidan Founder and CEO Bob McNally shares to "Expect sharp oil price rally in the second half of 2023." See the whole interview on CNBC's The Exchange here: bit.ly/47hMgaH
Russian oil flows have been remarkably resilient, but political instability and the protracted war in Ukraine could disturb a delicate balance that has kept Russian oil flowing. Rapidan’s @ClaySeigle describes what to watch for in this op/ed for Petroleum Economist:…
A few days ago, the heavy-load carrier Hanjin Pioneer departed from Marina di Carrara port in Italy, where it had been docked for the previous two months, bound for Plaquemines, Louisiana. #USLNG
#ET will appeal DOE’s denial of a second extension of Lake Charles LNG's non-FTA start date. We discussed what happens next in our latest note. Other projects need to plan their next moves. DOE’s policy shift on non-FTAs impacts all pre-FID LNG projects in the US and Mexico.
The ramifications of DOE's 4/21 policy statement on LNG non-FTA authorizations are huge. #ET Lake Charles (~8 Mtpa sales) extension request was denied. The same criteria apply to all preFID projects: 20+bcfd #USLNG permits at risk. Our 6 key takeaways: rapidanenergy.com/reports/5173
Global gas is at a crossroads, with the ‘rise and rise’ of North Am gas vs. supply crunch and falling demand in ROW. I was glad to contribute comments in IGU’s latest Global Voice on the wider impact of Europe’s gas crisis on emerging markets igu.org/magazines/
China is refitting coal plants and running them slowly so they can ramp up when there is a shortfall in renewable energy. Natural gas offers a bridge from coal to renewable energy only if there’s enough supply. nytimes.com/2022/11/03/bus…
I'm proud and grateful @RapidanEnergy has the intrepid @smodell1 on its team, now as CEO. I look forward to working with Scott to support our astute team amid growing demand for energy market, policy, & geopolitical analysis. Congrats Scott!
I'm proud and grateful @RapidanEnergy has the intrepid @smodell1 on its team, now as CEO. I look forward to working with Scott to support our astute team amid growing demand for energy market, policy, & geopolitical analysis. Congrats Scott!
Spectacular pace of commercial progress by #Sempra at Port Arthur LNG, HOAs for up to 11.65 Mtpa announced within the last couple of months. FOMO will drive more $USLNG deals for dwindling GC preFID capacity.
Susan Sakmar @SusanSakmar
8K Followers 2K Following PT Law Prof @UHLAW; Director @flexlngltd🚢 Governing Body @GastechEvent; 📕author “Energy for the 21st Century: Opportunities & Challenges for LNG.” #USLNG
Sergio Chapa @SergioChapa
20K Followers 5K Following Senior LNG analyst for @PotenPartners. Mostly tweets about LNG, natty gas, shale, earthquakes, the U.S./Mexico border, food and travel.
Robert Clarke @RobertClarke_WM
7K Followers 731 Following Studied rocks. Studied finance. Hoping to overlap the two. @woodmackenzie E&P research since shale started. Sharing takes on energy. Opinions = mine. 🇺🇸 🇬🇧
Oeystein Kalleklev @OKalleklev
6K Followers 604 Following CEO of Flex LNG (NYSE/OSE: FLNG) and CEO and BoD member of Avance Gas (OSE:AGAS).
Jamison Cocklin @JamisonCocklin
2K Followers 368 Following Managing Editor-LNG @ Natural Gas Intelligence, covering North America's role in a global market. Bruins guy in Penguins country.
Tellurian @TellurianLNG
10K Followers 830 Following Building a nat gas business = ~27.6 mtpa Driftwood LNG production, trading of cargoes & development of new global markets. Disclaimer: https://t.co/qjMXuzPnF8
LNG Allies @LNGALLIES
5K Followers 1K Following The USLNG Association. Helping bring the climate, environmental, geostrategic, economic benefits of US natural gas to the world. #CleanEnergy #LNG #USLNG
the Plug @thePlugWeekly
922 Followers 339 Following I tweet about energy, through the lenses of policy, finance, and geopolitics. The newsletter linked below is where I share longer-form content. 👇
Venture Global LNG @Venture_Global
1K Followers 149 Following Innovating to provide low-cost LNG to the world. 🌎
Sankey Research @crudegusher
26K Followers 2K Following Institutional Investor (ii) 2023 ranked #1 Independent Wall Street Research: Energy
R.T. Dukes @RTDukes
6K Followers 3K Following EFT’s taco pro - working the Powder River Basin https://t.co/KBNNWXeo2O
Menaal Rennix @RenniMena
73 Followers 5K Following
Nancy @HylandNanc47542
2 Followers 910 Following
GloriaMaria @10roWW54DkO156j
1 Followers 246 Following
America Zalazar @ameri_zalaz
33 Followers 5K Following
DaleBarnard @58tjyI5gWmkg37
1 Followers 173 Following
Angela Schwabenbauer @AngelaSchw33292
43 Followers 5K Following
Dannette Kniceley @DannetteKn79536
79 Followers 5K Following
Dawn Mitchell @dawn_mitch97511
0 Followers 432 Following
Crysta Schoberg @schobe_crys
82 Followers 5K Following
Delorse Locklier @LocklieDelo
68 Followers 5K Following
Pansy Federer @pan_feder
82 Followers 5K Following
Elif Blomme @ElBlom
72 Followers 5K Following
Anouk Malia @AnoukMalia25871
14 Followers 3K Following
Love Weitzner @LoveWeitz
44 Followers 5K Following
Dana Davis @DanaDavis188875
0 Followers 525 Following
Roselia Patch @PatchRosel42874
78 Followers 5K Following
Huda Gellman @gellman51380
60 Followers 5K Following
Lorena Yankovich @LYankovich11357
57 Followers 5K Following
Susanne Morelle @MorelleSus13739
37 Followers 5K Following
Thib S @ThibSTraderNRJ
17 Followers 66 Following
Luba Misra @LMisra56039
37 Followers 5K Following
Ameliah Schunk @AmeliahSch59736
80 Followers 5K Following
Thora Oyuela @OyuelaTho
60 Followers 5K Following
Dorinda Rajtar @DRajtar20066
107 Followers 5K Following
Talisa Pickette @PicketteTa92057
54 Followers 5K Following
Artemesia Trbovich @ArtemesiaT86578
71 Followers 5K Following
Jovita Piskura @pisk_jovi
67 Followers 5K Following
Rashida Kraynak @RashiKrayn
35 Followers 5K Following
Marjory Bumpers @BumpMarjo
54 Followers 5K Following
Lavenia Caprario @caprari_laven
34 Followers 5K Following
Lenore Pier @PierLenore33817
82 Followers 5K Following
Ada Hoyer @hoyer_ad
33 Followers 5K Following
Nora Traywick @NTraywi
68 Followers 5K Following
Ora Hoisl @OHoisl41387
49 Followers 5K Following
Edris Buckson @bucks_edr
33 Followers 5K Following
Maxine Portolese @MaxiPortole
77 Followers 5K Following
Dorthea Demars @DorthDema
75 Followers 5K Following
David @babyshads87136
7 Followers 697 Following
Bart Stagg @BunkieBart
91 Followers 198 Following
An Jackson @jackso_an
52 Followers 5K Following
Simran Caflisch @CaflischSi92489
41 Followers 5K Following
Stephen Stapczynski @SStapczynski
55K Followers 3K Following Bloomberg @Business reporter covering energy & commodities in Singapore. Passionate about natural gas, LNG, power, nuclear. Opinions my own ブルームバーグ通信社シンガポール支局記者
Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Ira Joseph @ira_joseph
12K Followers 135 Following Global Fellow, Center on Global Energy Policy, Columbia University. Former Head of Pricing & Analyics for Generating Fuels & Electric Power at S&P Global
RonH @Ronh999
9K Followers 24 Following Natgas, LNG & Energy Info WARNING: If you use foul language in reply to my tweets you will be blocked.
Robert Clarke @RobertClarke_WM
7K Followers 731 Following Studied rocks. Studied finance. Hoping to overlap the two. @woodmackenzie E&P research since shale started. Sharing takes on energy. Opinions = mine. 🇺🇸 🇬🇧
Oeystein Kalleklev @OKalleklev
6K Followers 604 Following CEO of Flex LNG (NYSE/OSE: FLNG) and CEO and BoD member of Avance Gas (OSE:AGAS).
Thierry Bros @thierry_bros
8K Followers 541 Following 30+ years in energy & climate from policy to trading | Energy Expert & Prof | 📚🗞🎙🖥 | 🇬🇧 🇫🇷 🇺🇸 | @ESPCI_Paris 🎓
Alexander Stahel 🇺.. @BurggrabenH
86K Followers 4K Following Let’s make Europe safe again. Commodities Alternatively @burggraben.bsky.social
LNG Global @lngglobal
30K Followers 478 Following Sign up for our FREE LNG Headline Daily Newsletter: https://t.co/qfGeyI3ZmD We are a digital business development company with a singular focus: #LNG
S&P Global Commodity .. @SPGCILNG
8K Followers 36 Following Latest #LNG news and analysis, insight, regulatory knowledge and #infrastructure projects info. Retweets are not endorsements.
Francesco Sassi @Frank_Stones
16K Followers 2K Following Research Fellow - Energy Geopolitics & Markets @ RIE - Bologna🇮🇹 Energy, International Relations, Climate, Geopolitics, Diplomacy. Ph.D. @Unipisa
Lion Hirth @LionHirth
34K Followers 190 Following Prof. at Hertie School and director of Neon. Energy markets and power systems. Loves data & visuals. Known for analysis, not diplomacy.
John Kemp @JKempEnergy
69K Followers 406 Following Energy analyst, public policy specialist, amateur historian. Currently at Reuters. Welcome constructive debate. Zero tolerance for trolling. Like = bookmark
Amena Bakr @Amena__Bakr
141K Followers 1K Following Senior Research Analyst @energyintel: covering #OPEC, Middle East energy & geopolitics. Award winning journalist, Ex-Reuters. [email protected]
Jamison Cocklin @JamisonCocklin
2K Followers 368 Following Managing Editor-LNG @ Natural Gas Intelligence, covering North America's role in a global market. Bruins guy in Penguins country.
Sempra Infrastructure @SempraInfra
2K Followers 184 Following Through the combined strength of our assets in North America, we are dedicated to building the energy systems of the future.
EQTCorp @EQTCorp
3K Followers 214 Following
Tellurian @TellurianLNG
10K Followers 830 Following Building a nat gas business = ~27.6 mtpa Driftwood LNG production, trading of cargoes & development of new global markets. Disclaimer: https://t.co/qjMXuzPnF8
Jigar Shah @JigarShahDC
63K Followers 1K Following husband, dad, #Team46, focused on elevating American entrepreneurs and innovators to achieve energy abundance by deploying at scale. It's simple, not easy.
WindEurope @WindEurope
50K Followers 3K Following WindEurope is the voice of the wind industry, actively promoting wind power in Europe and worldwide. For events: @WindEuropeEvent
Jack Farley @JackFarley96
61K Followers 4K Following Host of @ForwardGuidance podcast: https://t.co/YtVwCD0YO9 Finance journalist & macro research @Blockworks_
RMI @RockyMtnInst
52K Followers 8K Following Transforming the global energy system to secure a clean, prosperous, zero-carbon future for all. Led by @Jon_Creyts and cofounded in 1982 by @AmoryLovins
Allison Clements @ClementsFERC
6K Followers 739 Following Commissioner - Federal Energy Regulatory Commission. RT & follow does not imply endorsement.
Myles McCormick @mylesmccormick_
3K Followers 4K Following Houston Correspondent for the Financial Times, writing about energy and Texas | 🇮🇪 in 🇺🇸 | Views mine | Email: [email protected]
Ted Cross @tedcross
3K Followers 225 Following Geologist, product manager, data science enthusiast. https://t.co/aoaf8a4lHK https://t.co/bQo5y0vzsA
Bill McKibben @billmckibben
398K Followers 1K Following Author, Educator, Environmentalist and founder of https://t.co/RD1mCHAneQ and https://t.co/58WgUpHwRO. Opinions all my own, and expressed at greater length at https://t.co/va0A985uVl
Senator Jeff Merkley @SenJeffMerkley
488K Followers 1K Following Dad, runner, filibuster reformer. U.S. Senator from Oregon.
Akshat Rathi @AkshatRathi
38K Followers 997 Following - Senior reporter @climate - Newsletter https://t.co/S7yx1XDd99 - Pod https://t.co/GSEKKUmYV7 - Book https://t.co/PULmS1lXb9 - [email protected]
Assaad Razzouk @AssaadRazzouk
161K Followers 18K Following Book: Saving the Planet Without the Bull, https://t.co/Rl65Jl0ep1. Podcast: Angry Clean Energy Guy. Climate and CleanEnergy from the front lines
Climate @ State @ClimateAtState
171K Followers 46 Following Official account of the @StateDept climate team
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Marco Giuli @MarcoGiuli
3K Followers 1K Following Project Manager @AgoraIndustrie / @AgoraEW, Researcher @VUBrussel. Energy and industrial transition in Europe. Views are mine, RT not endorsements.
Emma Pinchbeck @ELPinchbeck
24K Followers 934 Following CEO @EnergyUKcomms & Board @UK100_ @Eurelectric. Fellow of the Energy Institute. Expert in energy & climate; novice mum to 2 small humans.
Tom Haddon @TomH_Analyst
4K Followers 2K Following 14 years as an energy market analyst, now working on asset transactions and investment advice across the energy industry. All views are my own.
Justin Gerdes @JustinGerdes
7K Followers 962 Following Former Managing Editor, @EnergyMonitorAI, Contributing Writer, @greentechmedia. Author, Quitting Carbon: https://t.co/juKtLZi1SA. https://t.co/lkzalDMm7a
Secretary Jennifer Gr.. @SecGranholm
130K Followers 574 Following 16th Secretary of @ENERGY. Former Governor of Michigan. Obsessed with solving climate change and creating good-paying clean energy jobs.
Hannah Ritchie @_HannahRitchie
85K Followers 1K Following Deputy Editor @OurWorldinData / Researcher at @UniofOxford / Honorary Fellow at @EdinburghUni @EdCentreCC / Not the End of the World: https://t.co/FoINhggvoR
European Commission @EU_Commission
1.9M Followers 598 Following News and information from the European Commission. Social media and data protection policy: https://t.co/Gz53Net1PO
Moritz Rudolf @MoritzRudolf
21K Followers 2K Following European Commission - China Fellow - I.D.E.A. —- @YaleLawSch - Paul Tsai China Center (on leave) - China Analyst, Lawyer, Dr. iur. - personal views only
Bonnie Glaser / 葛�.. @BonnieGlaser
107K Followers 856 Following Managing Director, Indo-Pacific Program, German Marshall Fund @GMFAsia, China, Indo-Pac, Europe-China, RT≠ endorsement. Mute/block bots & all nasty tweets.
RiEnergia @RiEnergia
6K Followers 2K Following il tuo nuovo portale d'informazione e approfondimento su #Energia e #Ambiente, settimana per settimana, punto per punto!
Lauri Myllyvirta @laurimyllyvirta
20K Followers 4K Following senior fellow @AsiaPolicy: making sense of China's energy transition, usually with numbers co-founder&lead analyst @CREACleanAir (currently on paternity leave)
National Hurricane Ce.. @NHC_Atlantic
1.2M Followers 77 Following This is the primary official Twitter account for the National Hurricane Center, focusing on the Atlantic basin. For more details: https://t.co/mRyGMdRYT3
NWS Climate Predictio.. @NWSCPC
46K Followers 396 Following Official Twitter account for the National Weather Service Climate Prediction Center. Details: https://t.co/SVb2tpFDNg
Oil and Gas Watch @oil_watch
720 Followers 540 Following Public-interest investigative journalism covering the U.S. oil and gas industry. Sponsored by @EnviroIntegrity. Database: https://t.co/YRWzkHPNDc
Rystad Energy @RystadEnergy
14K Followers 75 Following Rystad Energy is an independent advisory, research and energy intelligence company, equipping clients with data and insights that power better decision-making.
Jess Ralston @jessralston2
4K Followers 1K Following Head of Energy at the Energy and Climate Intelligence Unit (ECIU). Views my own.
Falko Ernst @falko_ernst
10K Followers 2K Following Senior Mexico Analyst @crisisgroup PhD from @essexsociology
Alistair Bunkall @AliBunkallSKY
36K Followers 1K Following Sky News Middle East Correspondent, مراسل سكاي نيوز (formerly Defence & Security Correspondent) | Podcast: ‘Off The Record’ available on Spotify and iTunes
Robin Hawkes @robhawkes
14K Followers 1K Following 🐙 Visualisation at @OctopusEnergy ⚡️ Obsessed with maps and energy ✨ Creator of @ViziCities 👨💻 Previously @WoodMackenzie & devrel @Mozilla
Dan Crenshaw @DanCrenshawTX
1.3M Followers 886 Following Dan Crenshaw, Congressman, Lieutenant Commander (Ret), a former Navy SEAL.
Stijn Carton @StijnCarton
291 Followers 185 Following Leading gas & hydrogen work @ European Climate Foundation | Following all things energy transition. Views are my own
Lawrence Freedman @LawDavF
127K Followers 1K Following Emeritus Professor of War Studies King's College London. just published Command: The Politics of Military Operations from Korea to Ukraine (UK Penguin, US OUP)
IAEE @IA4EE
4K Followers 199 Following Official Account for the International Association for Energy Economics #EnergyIAEE
Joachim Moxon @JoachimMoxon
581 Followers 12 Following
ISPI @ispionline
79K Followers 2K Following ISPI is an independent Think Tank addressing the most important policy issues in the world. - Telegram: https://t.co/6QVBD1VSRs
Nick Touran @whatisnuclear
19K Followers 2K Following Ph.D. nuclear engineer / advanced reactor designer in Seattle who runs https://t.co/ofTjIcjscT. Trying to help with climate and energy issues. From Michigan.
MEES @MeesEnergy
8K Followers 774 Following MEES (Middle East Economic Survey) delivers a weekly data-driven MENA & OPEC focused newsletter for the energy industry.
Agathe Demarais @AgatheDemarais
21K Followers 999 Following Geoeconomics @ecfr • Columnist @ForeignPolicy • Economic fragmentation, de-risking, sanctions • Ex @TheEIU & @DGTresor • Sanctions book Backfire @ColumbiaUP
Ben McWilliams @McwilliamsBen
2K Followers 642 Following Affiliate Fellow - Energy & Climate Policy - @Bruegel_org
Z4 Energy Research @ZmansEnrgyBrain
9K Followers 100 Following E&P, Oil Service, O&G Macro Buyside, Bankside, Sellside, NAM NG demand guy, Jefco, Pru. Best job = Dad [email protected] since 2006. Retweets ≠ endorse
Energy Futures Initia.. @EFIFoundation
4K Followers 749 Following Advancing the clean energy transition through coalition building, thought leadership, & science-based analysis, founded by @ErnestMoniz.
Matt Hinde @MattHinde6
277 Followers 564 Following Head of European Affairs @Nationalgrid Brussels. Board member @Britchambxl. Energy policy, UK-EU relations, NCFC. Tweets own views, retweets not endorsements.
antony froggatt @antonyfroggatt
310 Followers 159 Following Senior Research Fellow in Energy and Climate Change at Chatham House in the UK - @CH_Environment @ChathamHouse London
UKERC @UKERCHQ
14K Followers 2K Following The official twitter feed of The UK Energy Research Centre (UKERC); focal point for UK research on sustainable energy. A retweet is not an endorsement.
Miguel Gil Tertre @MiguelGilTertre
5K Followers 3K Following Chief Economist - @energy4europe at @EU_Commission - Views my own / do not engage my organisation
Decouple Media @DecoupleMedia
6K Followers 2K Following There are technologies that decouple human well-being from its ecological impacts. There are politics that enable these technologies. Hosted by @Dr_Keefer.
Few thoughts for @GulfStatesInst on the idea of #Qatar going #neutral And a free Curly Wurly for my 5000th follower. @DSD_Kings @KCLSecurity
Becoming “Neutral”: Addressing the Increasing Stakes of Qatar’s Hamas Mediation @thegulfblog agsiw.org/becoming-neutr…
Thanks @crudechronicle - indeed, tough to mine historic spare capacity data. For my book Crude Volatility my talented colleague @f_omegna and I did unearth spare data back to WWII. It went negative late in the war when we pushed production for final offensives.
The @WSJ dropping an awesome chart from @Bob_McNally and Rapidan. For those that may not know, finding spare capacity before 1990 is a bit tough. It's not a simple data download from the agencies.
The @WSJ featured Rapidan spare production capacity data today in its article discussing the response of oil prices to recent global conflicts. "Markets have developed a 'very thick skin' when it comes to geopolitical disruptions," noted Rapidan Founder & President @Bob_McNally.…
With the dust still not settled on the debate @Bob_McNally kicked off about @IEA forecasting, I think it's worth applauding him and @JasonBordoff for demonstrating how to disagree without being disagreeable. Their discourse on this is a model for everyone in the energy community.
What does a pause of LNG export authorizations mean for U.S. development and supply? This week, @amunton, Rapidan's Director of Global Gas and LNG Service, sat down with the Natural Gas Intelligence Hub & Flow Podcast to discuss the Biden Administration's pause on new LNG export…
@ira_joseph @SusanSakmar Cash prices are irrelevant to LNG export profitability. January settled weeks ago, so current price violatility has little to no impact on LNG buyers or sellers. Only a physical interruption would make a difference.
The oil market remains in “show me the (disrupted) barrels” mode. Fair enough; head fakes aplenty in recent years. Only Iran contagion puts material supply loss risk in play. Things are escalating with Iran across the region, especially in Lebanon. Iran contagion risk isn’t…
“The market is waiting to see physical disruptions of oil,” says @RapidanEnergy President @Bob_McNally on oil prices after the Houthis vow retaliatory action against U.S.-led strikes in Yemen. “The market is inured. It’s shrugging off these risks.”
@akos_losz “We have launched a tracker on the Center on Global Energy Policy website to monitor progress towards the EU's REPowerEU goals, particularly those that are directly or indirectly impacting natural gas.” linkedin.com/posts/akos-los…
First 502 words of the next book written. Not sure how many will survive a rereading tomorrow and such, but a start is a start. #DoneByChristmasButWhichOne?
LNG AND LONG-TERM U.S. NATGAS BULLISH THESIS. You may have seen this graph before: North America is supposed to add up to 15Bcf/d of gas demand from LNG in 2024-28. Is it a obvious bullish thesis or a "tourist trap"? The bullish side is clear: you are adding up to 15 Bcf/d of…
Thank you and thanks to everyone who listened in on your coffee break or dog walk. @amunton and Seth Haskell brought up some important points that challenged my thinking on several issues in the US and Europe. Note, the collar was popped for the entire podcast. @ColumbiaUEnergy
@ira_joseph Thanks Ira! That was great. Brutal blow from Alex to forget that Bechtel has 4 projects under construction - and if he's bearish on permits it's one that's fully permitted! #PopCollarNation #SoukiStans
T minus 20 minutes to post. Register now. Grab a kopi and take a walk. Starting at the bottom of the hour.
🌟Last chance to register🌟 Join our highly anticipated PE Live Webcast, US LNG ambitions reforging the global market, at 9.30am CDT tomorrow, 27 Sept 2023! Register now: ow.ly/61q650PPz3o #LNG #gas #energy #LNGimport
How much higher can oil prices rise? @Bob_McNally at @RapidanEnergy speaks to CNBC's @dan_murphy as oil passes $90 USD.
@amunton Yes, thanks for adding. Net injections into Ukraine have been flowing at 60-65 Mcm/d. At this rate, these net injections into Ukraine have surpassed the entire EU in recent days.
Since early July, the #oil market has started to see, believe, and price the big deficits being dug into balances. I look forward to reviewing the volatile market, policy and geopolitical terrain with @SullyCNBC at 7pm ET on @LastCallCNBC. @RapidanEnergy #OOTT
Oil market is in “believe it when I see it mode,” @Bob_McNally tells CNBC’s @dan_murphy as OPEC’s two-day symposium kicks off in Vienna.
📉While most Russian gas has been phased out of the EU, flows continue via Ukraine, Turkstream and LNG. The figure below shows how these gas flows were distributed during Jan to July 2023.
All pain, no gain in gas price fixing theaustralian.com.au/business/minin…
“The invasion coincided with and amplified a historic shift from the primacy of decarbonisation to energy security,” says @Bob_McNally, a former White House adviser who now runs Rapidan Energy Group. “For US exporters, it has been a godsend.” Read the whole Financial Times…
@JamisonCocklin @NGInews @RapidanEnergy @amunton Excellent episode really helped crystallize the push-pull on the DOE policies 👍
Fantastic way to end the week in Vienna after a terrific @OPECSecretariat Seminar. Celebrating Independence Day with compatriots and US-amigos at the US ambassador’s residence. @DouglasLinton and his band are kicking it and wowing the crowd.
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