Daily Energy Report
Europe gas prices, Refining profits/closures, Oil market underpriced, China/Iraqi oil, Trump’s economic war, Mexico shale, Naphtha exports, Oil investment needed, Hyperscaler power risks, and more.
Daily Energy Report
A newsletter that discusses the most important issues in energy markets
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Daily Energy Report
Americas’ crude, Surprise crude build, China’s Hormuz U-turns, Iraq oil discounts, EU energy blindness, Russia oil exports, China coking coal, Venezuela output, Philippines solar, and more.
Daily Energy Report
US SPR/diesel, Aussie LNG exports, Saudi oil loadings, Houthi threat, US fuel depot fire, Misreading war—again, US shale/big tech, Canadian pipelines, China/Hormuz/Tankers, Vitol in Africa, and more.
Daily Energy Report
Crude inventories up, EU natgas crisis, Mexico EV bus mirage, Red Sea danger, LNG ship transfer, Russia fuel pinch spreads, China energy, Canada inflation, Angola discovery, China steel, and more.
Daily Energy Report
Asia buys US oil, Gazprom’s EU exports, Tanker tactics, Oil spill, UAE/Qatar/Venezuela, SpaceX & natgas, Citgo USLD exports, India E20 gasoline, Argentina terminal, Hackers hit energy cos, and mor
Daily Energy Report
EU gas imports, UAE oil exports, Argentina reserves, Ukraine drone warfare, US fuel prices, Korea tanker swap, India/US LPG, China solar, Hormuz oil transit numbers, China coal to chemicals, and more.
Daily Energy Report
OPEC, IEA & EIA crude reports, Hormuz standoff, UAE moves Iraq oil, Russia/India gasoline, AI power gap, EU’s Russia threats, Oil spill spreads, Nigeria deepwater, Mexico fracking limits, and more.
Daily Energy Report
Russia fuel imports, Global flights, Poor Hormuz analysis, Libya refinery hit, Gas is default fuel, Australia shale, Jones Act extension, TX to rescue CA, Drought effects, Tanker demand, and more.
Daily Energy Report
Global diesel crisis, China oil storage & balancing role, Hormuz quagmire, Saudi refinery hit by Houthis, ADNOC builds, Venezuela’s non-boom, Japan adapts, Tanker oil spill, AI & oil patch, and more.
Daily Energy Report
Libya’s crude exports, Saudi oil to US down, US refining, Hormuz negotiation, UAE tanker expansion, Saudi tanker tactics, Trump’s RE whitewash, SpaceX/nat gas power, Cheniere expansion, and more.
Daily Energy Report
Aramco/Asia discount, US diesel exports, US/Saudi nuclear deal, UAE defies Hormuz risk, China oil demand, China/Russia imports, Indonesia exports, Gulf oil exports, EU naphtha imports, and more.
Daily Energy Report
Russia oil flows, Inventory report, Houthi aggression, Iran’s idle tankers, China fuel exports, Market sensitivity, Eneos expansion, Trump misses obvious, TX AI pause, Jones Act extension, and more.
Daily Energy Report
Russia’s petro-product imports, Syria/Russia imports, Crisis hits Asia’s poor, Aramco profits, Oil major profits & Trump, Europe drought, Egypt imports US LNG, China battery recycling, and more.
Daily Energy Report
OPEC/Bab al-Mandab, US LNG exports, OPEC G7 unwinding cuts, Shale profits, Asia EVs, EU gas storage, Global oil cushion, Asian travel, Oil service growth, US biofuels, Drought problem, and more.
Daily Energy Report
US oil production/demand down, Italy/EU LNG, US SPR freeze, ADNOC buys tankers, North Sea un-investable, China nuclear, Argentina shale, LNG & AI, Hormuz traffic, Saudi Red Sea coalition, and more.
Daily Energy Report
Kazakh oil gateway attacked, Saudi economy, The 4 Seas Crisis, Diesel squeeze, Qatar buys US LNG, US refining wins, Argentina shale/labor, Canada oil strategy, China coal, Venezuela reality, and more.
Daily Energy Report
Oil price surge, Inventory report, Brazil exports, Trump threatens Iran, UAE LNG, Germany/Canada LNG, Big oil windfall, China strategy goes global, S. Asia squeeze, Venezuela refineries, and more.
Daily Energy Report
Saudi export logistics, Iran’s floating storage, Hormuz proposal, QatarEnergy force majeure, Rhine water low, India oil imports, Cyprus gas, India power pinch, Eco-activists selective, and more.
Daily Energy Report
US SPR drop, China oil/LNG imports, Mideast’s turbulent status quo, Kuwait oil deal with KKR/Blackstone, M&A deals, China’s energy bet, Trump/rare earth reality, India deepwater drilling, and more.
Daily Energy Report
Ship insurers pull back, Crisis deepens-oil price up, Houthi /IRGC analysis, OPEC ceiling raised, LNG squeezed/EU winter gas, Cambodia LNG, Symbolic US/Cuba sanctions, LPG outlook bleak, and more.
Daily Energy Report
Decoding IRGC/Houthis, US taps Venezuela, US/Saudi nuclear deal, US oil exports, Asian energy import limits, Qatar LNG force majeure, Mideast LNG deal making, Brazil chemicals/US tariffs, and more.
Daily Energy Report
Asia energy jeopardy, EIA inventories, Multi-chokepoint problem, Black Sea tanker rates, AI energy, Non-credible news, Permian gas/pipelines, Iran blockade evasion, US coal, EV evolution, and more.
Daily Energy Report
Bab el Mandeb & Asia, Saudi exports, Adnoc gas project, US SPR drain, Panama Canal pinch, Hormuz—power & money, Asia buys pricey LNG, Brent price fears, US shale, Rhine water level issue, and more.