@RinnyTheGopher For a second I thought a talking fish was going to be the newest entrant for biofuel market coverage.
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EnergyTobu
11.6K posts
EnergyTobu
@EnergyTobu
Industrial boat and hydrocarbon lover, especially the underappreciated ones like ethane. Cost curves tell you most of what you need to know, enough said
Calgary, Alberta Katılım Mayıs 2018
383 Takip Edilen317 Takipçiler
Winkler fishing season has started. We need this.
Henry Winkler@hwinkler4real
First of the year 23 inch cutty . HEAVENLY
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@bataille_chris Isn’t gasification GHG intensive? How does it compare to coke/coal pathways?
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As a factual point of correction metallurgical coal is not essential for making iron & steel. In places with cheap natural gas (NA/ME) the default greenfield investment is now gas based direct reduction, which uses a syngas of H2&CO instead coal based CO as the primary reductant.
Heather Exner-Pirot@ExnerPirot
Remember how everyone used to hate oil and gas in Canada, and now they don’t? I think that will happen with metallurgical coal. Canada’s 2nd biggest mineral export, essential for steel, and in high demand from Asian allies: EU, USA and India have declared it a critical mineral. It’s time we did too. macdonaldlaurier.ca/canadian-coal-…
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@Rory_Johnston Now hold up a chart of Chinese transportation electrification.
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🇨🇳⛽️Chinese mobility data very healthy.
Not what you'd expect to see if we were actually destroying petroleum product demand in China at a COVID-zero pace.
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@gator_gum Aren’t most eastern politicians doing essentially the same thing for eastern political interests?
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Pierre Poilievre is an Oil and Gas Lobbyist.
Pierre Poilievre@PierrePoilievre
The head of TC Energy says Mexico is eating Canada’s lunch on pipelines, with 8 month permitting times. That’s right: a Canadian company says it is far easier to build in Mexico than here in Canada. How long are we going to believe the illusion that the Carney Liberals will change anything?
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@Rory_Johnston Hope nobody needs diesel. Unless they’re refining at home and exporting. US can export gasoline feedstock or full slate made with also whth Canadian feedstock. Of course they aren’t saying that part out loud.
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For all the noise around Western alienation, separatist petitions, and fed-prov fights, Albertans and other Canadians agree on more than they disagree.
My latest with Brooks Decillia for @TheHubCanada with new survey results: thehub.ca/2026/04/30/can… #cdnpoli #cdnecon
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10 years ago…study coding you’ll have a good job forever.
Now ⬇️
Kalshi@Kalshi
JUST IN: Google says AI now generates 75% of its new code
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@EnergzdEconomy Will be seen in jet first, then distillates and fuel oil, then gasoline. PADD3 refineries will be busy.
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Will the market realize this?
Qasem Al-Ali@AlaliQasem
Every country has been burning through emergency stockpiles to mask the shortage. JP Morgan & Kpler data shows the last Gulf shipments reached their destinations between April 8–19. That window is now closed. The buffer is gone. The real shock starts now.
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@bataille_chris When can we get these for home charging. I cant wait overnight
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2028: CATL Announces 10 second charge, 10000km range*
*need to be right next to large power plant or hit by lightning strike
GIF
Financial Times@FT
CATL claims 6-minute charge and 1,500km range for new electric vehicle batteries ft.trib.al/Ugbxjkc
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Keep a close eye on the West Coast in the next 3 weeks. Chatter suggests problems with FCCs at Chevron Richmond & Valero-Wilmington, with speculation about nature of the "incident" at BP Washington refinery. Spot gasoline might scorch higher between now and mid-May.
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But of course.
Two days ago:
Disclose.tv@disclosetv
JUST IN - U.S. Treasury extends license authorizing temporary sale of Russian oil at sea — Reuters
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The only question is what dos the market make of that?
First Squawk@FirstSquawk
Trump to Fox News: If Iran does not sign an agreement, the entire country will be destroyed
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Crude quality matters. There’s a reason there is a jet/kero and distillates price blow out compared to gasoline on the continent. The rest of the world is short middles because medium sour is cut off.
Ed Finley–Richardson@ed_fin
“The U.S. is capable to export up to 6.0 Mb/d, according to estimates from industry experts. Pipeline capacity and export infrastructure are the limiting factors. U.S. exporters have become very adept at maximizing exports.”
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