Brigham McCown

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Brigham McCown

Brigham McCown

@BAMcCown

Disruptor & Innovator | Domestic & Foreign Policy Futurist | @HudsonInstitute @ISRSngo @Aiinonprofit | Fmr Energy CEO @DoD @USDOT #BigLaw #Prof & other

Dallas & Washington DC 가입일 Mart 2012
962 팔로잉3.7K 팔로워
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Javier Blas
Javier Blas@JavierBlas·
Aside the relaxation of US sanctions on Iranian oil, for Tehran the big win is the fact that >20 days into the war, it’s still exporting oil via Hormuz. At ~1.5m b/d (and assuming $85 a barrel) that’s a ~$2.5 billion windfall since the war started. And the $$$ keeps going up. I don’t believe Tehran ever thought that would be a possibility when it war gamed any conflict with the US and/or Israel. Surely they assumed that if they closed the strait for others, it would be closed for them, too.
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Brigham McCown
Brigham McCown@BAMcCown·
@ArthurLHerman Luckily I didn’t have to do that but I get the sense everyone’s had enough with the “shutdown.”
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Richard N. Haass
Richard N. Haass@RichardHaass·
The oil the US is allowing iran to sell is too small to stabilize energy markets, but it is large enough to help iran fight the war & raise its price for ending it. truly misguided. open.substack.com/pub/richardhaa…
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Brigham McCown
Brigham McCown@BAMcCown·
Check out @WSJopinion : #PotomacWatch quoting work by @AiiNonProfit wsj.com/podcasts/opini… Here's an excerpt: "Welcome back to Potomac Watch. I'm Kim Strassel here with Will McGurn and Allysia Finley. We had another editorial this week that talked about yet another vulnerability in California, not necessarily one the federal government has moved on yet, but there was this new analysis by the Alliance for Innovation and Infrastructure. And it's talking here about California's refining capacity and what has changed there since the 1980s. These very costly tax regulations such as its cap and tax program have made it very uneconomic to try to run a refinery there. Declining refining capacity has been causing shortfalls and price spikes."
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Ralph Schoellhammer
Ralph Schoellhammer@Raphfel·
Just a reminder that in China, there is only energy addition, not an energy transition.
Ralph Schoellhammer tweet media
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Brigham McCown
Brigham McCown@BAMcCown·
Yes, and this divergence will continue. We all say #oil is global and fungible, but that’s not completely true. Differences in gravity (density) and sulphur content (sweet/sour), coupled with the geographic limitations of #infrastructure, are real, and the markets are just beginning to figure that out. What you’re seeing here is that reality. Certain regions will be affected much more severely than others, with North America being the least affected. But this is only half the story. While crude oil isn’t completely interchangeable, refined products like gasoline (petrol), diesel, jet fuel, kerosene, etc., are… While that takes care of ½ of the issue, we’re still constrained by #pipeline and #maritime infrastructure; yet some move daily, and more will be moving in the near term. That’s where analysts should be looking.
zerohedge@zerohedge

And now we have three oil markets: Asia (Oman oil at $167), Brent ($113) and US (WTI $97)

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Hudson Institute
Hudson Institute@HudsonInstitute·
China's economy is built on the backs of the Chinese people. This model is unsustainable, harmful, and could produce rapid decline. Read more in Tom Duesterberg's expert analysis below. hudson.org/economics/how-…
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Jan Rosenow
Jan Rosenow@janrosenow·
Spain's renewables build-out has structurally decoupled its electricity prices from gas markets. Gas now sets the price in only 15% of hours, compared to 90% in Italy. Countries that invested early in clean power are far less exposed to fossil fuel price shocks.
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