ENRI Indonesia

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ENRI Indonesia

ENRI Indonesia

@DodiJusra

Energy and Natural Resources Institute of Indonesia

Jakarta Capital Region Katılım Ağustos 2014
4.9K Takip Edilen1.2K Takipçiler
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Wisdom & Boats
Wisdom & Boats@wisdomandboats·
If this is true & the Houthis are starting to attack ships in the Red Sea, it’s likely Irans retaliation to Trumps blockade announced this morning If we’re looking at another Red Sea Crisis with the Bab al-Mandeb Strait closed again, this whole situation gets a lot more complex To note, during the previous Red Sea Crisis vessels doing business with China & Russia were able to pass for the most part. So if the Strait is closed again, Russian cargoes will most likely still be able to sail through, and so will cargoes to China, including a large portion of Yanbu exports that head towards China. Roughly about 2.5 million bpd of Yanbu crude exports head to China, and if Yanbu holds at maximum capacity, the other 3 million bpd will reroute to Europe and Asia via the Cape of Good Hope (CoGH). Unlike what some may think, VLCCs actually can go through the Suez; however, due to the draft of only 20.1 meters (66 feet), VLCCs can only transit laden with 1.3-1.6 million barrels. As part of the cargo has to be unloaded, transported through the Sumed pipeline (2.5 million bpd capacity), and reloaded at Sidi Kerir. Looking at the Yanbu (CoGH) route, the distance is very comparable to a USG/East route, being only about 100nm longer, depending on estimates. However, with the canal transit, pipeline usage, and port loadings/discharges, there is a high additional cost and an additional 4-6 days of voyage time. For instance, this kind of Yanbu route to Korea would take at least 55.5 days just to arrive in Korea, making this by far the most costly and time-consuming VLCC route. As a result, A large portion of these exports could head to European/Med refineries. As a result an increased amount of European/Med crude exports head East while Atlantic Basin crude exports to Europe will likely decline even more and redirect increasingly to Asia via VLCCs. If Yanbu exports are directed towards Europe, these will likely be done using Suezmaxes and Aframaxes, as a VLCC using the Sumed pipeline is more expensive and takes about the same time or even longer for USG, Guyana, and West Africa exports to Europe. As a result this scrambles global trade even more and makes a Middle East/Asia route one of the longest and most expensive voyages on the planet. If this happened we’ll likely see even more astronomical Tanker rates and probably higher oil prices. Great for shipping and oil prices, not so much for everyone else. #oott #tankers #iran
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Visegrád 24@visegrad24

A boat with around a dozen armed men onboard just attacked a cargo vessel near the Bab al-Mandeb Strait in the Red Sea. The attack failed as they couldn’t board the ship. Looks like the Houthis are starting attacks to close the Strait and the route through the Suez Canal.

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China in English
China in English@En_chinaNews·
CHINA BACKS IRAN "We are commited for peace & stability in the world. We are monitoring the situation in the middle east. Our ships are moving in and out of the waters of Strait of Hormuz. We have trade & energy agreements with Iran. We will respect & honour them and expect others to not meddle in our affairs. Iran controls the Strait of Hormuz and it is open for us."- China's Minister of Defence Admiral Dong Jun
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Chay Bowes
Chay Bowes@BowesChay·
Pressure is building in Venezuela. Unlike China, the USA cannot fully supply Venezuela with the goods it needs. America lacks the production capacity and the supply networks required to support the entire country. The key issue is thay even with American sanctions in place, Venezuela under Maduro was still able to trade with China. They exchanged oil for products, medicines, and other essential goods on a barter basis. After relations with China broke down, inflation exploded. It reached 649.5 percent by March 2026. The International Monetary Fund expects it to go above 682 percent by the end of the year. Right now Venezuelas oil money is being sent to a special account controlled by the US Treasury. Remember that the United States has also essentially seized Venezuelas gold reserves. These moves are speeding up the collapse of the national currency. The situation is spiraling out of control.
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Drop Site
Drop Site@DropSiteNews·
⭕️ Iran Has ~174 Million Barrels of Oil in Floating Storage. A Blockade Won’t Touch It. Before the war began, Iran pre-loaded tankers at three times its normal export rate. As of late March, approximately 174 million barrels of Iranian oil sat in floating storage — 158 million barrels of crude, the rest in petroleum products, per maritime intelligence firm Windward. Over 90% is bound for China, carried largely by ghost fleet tankers running dark. 129 tankers linked to Iranian crude are currently sailing dark, Windward reported. A U.S. naval blockade of Iranian ports won’t intercept oil already at sea. Here’s where it’s located: 🔸 At least 15 Iran-flagged tankers were observed by satellite near Chabahar Port on Iran’s southeastern coast as of April 6, laden with crude, according to UANI, which tracks Iranian shipping. 🔸 At least 96 Iranian oil-laden tankers have been recorded at a ghost fleet anchorage approximately 70 km off Malaysia’s coast near Johor, UANI reported, where cargo is transferred ship-to-ship before heading to Chinese ports. 🔸 Dozens more are transiting the Malacca Strait and South China Sea toward China with tracking signals off. 🔸 Iran is also holding roughly 23 million barrels of crude east of the “US toll” line in the Gulf of Oman (a map circulating on Chinese social media)—according to TankerTrackers. Read Murtaza’s thoughts below ⬇️
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Murtaza Hussain@MazMHussain

The U.S. was so anxious to defray the economic impact of the war that it actually unsanctioned not just Russian but Iranian oil to help stabilize global markets. Now its apparently going to impose a blockade on that same oil which will accelerate the crisis and may even trigger an even more devastating Red Sea blockade. This won't even affect Iran in the short-term since they still have large numbers of tankers already offshore that can sell oil for the next 40 days but it is going to extend the blockade on all the other Persian Gulf states while annihilating every other country on earth that relied on maritime energy shipping from the region. The whole U.S.-led international order based on protecting maritime transit is going to be a smoking crater at the end of the massively unforced error that was this war, and for what purpose exactly?

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Levantine Logic
Levantine Logic@TheAnalysisMan·
#BREAKING 📰 🇸🇾 Syrian Foreign Minister Asaad Al-Shaibani: ​"We have established a new phase by signing the tripartite Memorandum of Understanding (MoU) with Turkey to activate land corridors. We are working on reviving the Hejaz Railway, restarting the Arab Gas Pipeline, and implementing electrical interconnection, alongside coordination with the Kingdom of Saudi Arabia regarding regional digital connectivity."
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RT
RT@RT_com·
'Indonesia has become a full-fledged BRICS member' — Putin to Indonesia prez Which is yet another opportunity to 'expand cooperation between Indonesia and Eurasian Economic Union' the Russian president told Prabowo Subianto
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Phil Stewart
Phil Stewart@phildstewart·
US Central Command issues notice to seafarers about the blockade going into effect in less than two hours, warning any vessel going to or from Iran is "subject to interception, diversion, and capture." The blockade "encompasses the entirety of the Iranian coastline to include but not limited to ports and oil terminals", the note said, adding that humanitarian shipments including food, medical supplies, and other essential goods would be permitted, subject to inspection.
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Bloomberg Technoz
Bloomberg Technoz@BloombergTZ·
Kejaksaan Agung akan mempercepat lelang kapal tanker Iran MT Arman 114 beserta muatan minyak mentahnya senilai Rp1,17 triliun guna mengoptimalkan pemulihan aset negara, setelah sebelumnya proses lelang telah dilakukan. Simak selengkapnya: bloombergtechnoz.com/detail-news/10…
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Asian Development Bank
Southeast Asia’s energy demand is expected to triple by 2050. Learn how ADB is working with ASEAN countries to advance regional integration and improve energy security.
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Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
The war in the Middle East is choking LNG supply to Asia 🚢⚠️ Deliveries to Asia fell the the lowest level since 2020, when the Covid pandemic crashed demand Not a single LNG shipment has gone through Hormuz since the war began over a month ago (throttling 20% of LNG supply)
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Ember
Ember@ember_energy·
Europe could be leaving over 120 GW of its planned renewables projects STRANDED due to constraints on grid capacity. Amidst Europe’s second fossil price shock in four years, grid readiness could make or break the region’s energy security. ember-energy.org/latest-insight…
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Bloomberg
Bloomberg@business·
Shares in Chinese rare earth companies advanced after key producers announced a sharp increase in second-quarter product prices, signaling tighter supply conditions and stronger demand amid heightened geopolitical tensions bloomberg.com/news/articles/…
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Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
Italy’s top gas importer has proposed delaying the EU ban on Russian LNG to help ease the fallout from the Hormuz closure 🇮🇹🇷🇺 "I think it's necessary to suspend the ban that will come into effect on January 1, 2027 ," said ENI CEO Descalzi, as Europe's gas balance will worsen
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Bloomberg
Bloomberg@business·
Western Australia is considering its own strategic stockpile of diesel with fuel paid for by the state after the Iran war led to shortages for key industries such as farming and mining bloomberg.com/news/articles/…
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Stephen Stapczynski
Stephen Stapczynski@SStapczynski·
🇵🇰 Pakistan hasn't received an LNG shipment since early March 🇨🇳 China's LNG import are down 30% compared to last year 🇮🇳 India is down 20% bloomberg.com/news/articles/…
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Gaurav kochar
Gaurav kochar@gaurav_kochar·
Indian farmers have every reason to be worried. A major share of India’s urea, DAP, ammonia, sulfur and LNG-linked fertilizer feedstock moves through the Gulf and the Strait of Hormuz. Now the US-Israeli war on Iran is turning that route into a global chokepoint. This is not just a geopolitical story. This is a direct kharif crop risk for India.  If supply disruptions deepen, the immediate impact could be: ⚠️ higher DAP and urea prices ⚠️ subsidy burden on the government ⚠️ delayed fertilizer arrivals ⚠️ lower nutrient use by farmers ⚠️ weaker yields in rice, maize, soybeans, cotton and sugar The timing could not be worse. This is hitting right into India’s peak fertilizer procurement window ahead of monsoon sowing. With phosphate prices already rising and China tightening sulfuric acid exports, the risk is turning into a double squeeze: logistics + raw materials. The next food inflation wave may begin in the fertilizer market long before it shows up in grain prices. A story every farmer, trader and policymaker should be watching closely. #India #fertilizer #DAP #urea #kharif #grain #foodinflation India sources more than 40% of its urea and phosphate fertilizers from the Middle East, and recent Hormuz disruptions have already pushed global urea prices sharply higher during the sowing window.
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LNG Prime
LNG Prime@LngPrime·
Spanish liquefied natural gas (#LNG) imports rose in March compared to the same month in the previous year, with the US and Russia supplying more than 80 percent of the volumes. #lngprime lngprime.com/europe/spanish…
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