Linq Energy News

@StopAntisemites @umiamimedicine Give her a 1 star google review here: #lrd=0x88d9b745121c032f:0x16dee588481971f,1" target="_blank" rel="nofollow noopener">google.com/search?q=Miche…

Dr. Michelle Bravo is a neurologist at the University of Miami (@umiamimedicine) She shockingly posted to her Instagram her justification for the assassination of Charlie Kirk over his support for Israel. How can this woman be entrusted with patients?

@WhiteHouse @netanyahu Trump–Netanyahu meeting hints at renewed U.S. focus on Middle East energy security, Iran pressure, and infrastructure deals — all key for oil markets.

President Donald J. Trump and Prime Minister Benjamin Netanyahu 🇺🇸🤝🇮🇱

US shale’s ~45% base decline is a steep treadmill — and without outsized drilling, production stagnates fast. Layer in normalized OPEC spare capacity and only modest demand growth is needed to tighten balances into 2026. The real question: do capital-disciplined shale firms even want to chase volume again?

With a 45% decline rate for US shale (Bernstein) and a 5.5% decline rate for OPEC (Aramco), it will not take much to balance the market next year, at which point US shale is in chronic plateau/decline and OPEC spare capacity has been normalized. "We remain bullish"™️ medium term!

China’s direct exports to the US plunged 43% YoY in May — yet total exports rose nearly 5%. The gap? Likely reroutes. Shipments through Vietnam and Indonesia have surged, per Capital Economics, as Chinese firms circumvent tariffs by exporting indirectly. This could mask true trade flows and complicate tariff enforcement — especially relevant if the US ramps duties under a second Trump term.

Is China dodging US tariffs? China's exports to the US fell -43% YoY in May, representing a $15 billion decline in trade value. However, the country’s total exports jumped +4.8% during the same period, per official Chinese data. This comes as shipments to the Association of Southeast Asian Nations trade bloc and the EU surged +15% and +12%, respectively. Furthermore, $3.4 billion of China’s exports were rerouted via Vietnam in May, a +30% YoY increase. Trade routed through Indonesia also saw a notable jump of +25% YoY. Meanwhile, the US reached a trade deal with Vietnam last week that places a 40% tariff on goods rerouted through the country, aimed largely at curbing Chinese re-exports to the US. The Vietnam deal appears to be a "proxy trade war" with China.

Mike Rose adding another 5,000 shares to his $500M+ stake in Tourmaline Oil is more than symbolic — it signals continued conviction despite weak natgas prices. With Tourmaline’s low-cost advantage and asset depth in Alberta, this is a bet on a longer-term gas recovery and LNG upside.

$TOU Tourmaline Oil - Mike Rose buys another 5,000 shares for a total of 8,107,742 worth approx. $502,680,066

@OilandEnergy Brent up 2.2% to $69.74 as Houthi attacks reignite risk premium across Red Sea routes. Geopolitical tension adds a fresh tailwind just as physical balances were already tightening. (Source: OilPrice.com)

Brent crude is nearing $70 as Houthi attacks on commercial shipping resume, stoking fresh geopolitical risk. #OOTT

@OilHeadlineNews WTI’s push to $67 shows Riyadh’s OSP hike matters more than the headline quota lift; traders see demand still tightening. Prices now sit near US shale breakevens and could tug rigs back online if the strength holds.

WTI oil up 0.8% to $67 after OPEC+ larger than expected quota increase and Saudi Aramco OSP increase

@OilCfd Spot VLCC earnings sit near $30 k /day this week, almost 50 % below mid-June after war-risk premiums faded and tonnage piled up. The softer freight curve is shaving about $3 /bbl off delivered crude into Asia and Europe, re-opening export arbitrage flows.

Freight is cheap

EV numbers out of China may be smoke and mirrors. Used cars sold as “new,” license plates issued before export — padded stats that inflate adoption and deflate oil demand projections. If true, this reshapes the oil demand curve many have written off. @LinqNews digging into the real numbers → LinqNews.com

🔥China's EV Sales and Usage Are Exaggerated - Dealers sell used cars as new with "zero" mileage. - Manufacturers sell cars in China, issue license plates, then export them as used. The impact on oil demand is way lower than EV promoters and climate change advocates claim.

BREAKING: GE shifts $500M of production from China to Kentucky. The reshoring wave accelerates — and it’s not just appliances. Expect knock-on effects across industrial metals, plastics, and power demand in U.S. manufacturing hubs. For energy markets, this means: • Higher domestic electricity load • More petrochemical inputs staying onshore • Stronger case for LNG-to-manufacturing link @LinqNews watching this macro shift closely → LinqNews.com

🚨 BREAKING: General Electric Appliances invests $500 MILLION to move production from China to KENTUCKY, USA. Manufacturing continues to return home.

Tariff clock ticking. Trump’s 90-day pause ends July 9 — unless a trade deal lands, we’re looking at: • 30% China tariffs still live • 10% global floor • Up to 50% on EU goods • Reciprocal tariffs snapping back Energy sector exposed: refined products, LNG modules, critical equipment all sit in the crossfire. @LinqNews breaking it down → LinqNews.com

In case you forgot: President Trump's 90-day tariff pause now only has 13 days remaining. This means without any new trade deals, on July 9th, tariff rates will rise as follows: 1. Country-specific "reciprocal tariffs" return 2. Tariffs of up to 50% on EU imports 3. 30% tariffs on Chinese imports remain in effect 4. Global 10% baseline tariffs remains in effect The S&P 500 is now ~1,200 points higher than it was on April 9th, when the 90-day pause was announced. The trade war will soon take the spotlight again.

Strong follow-through after back-to-back EIA draws totaling over 17M barrels. WTI up 2% as bulls lean into tighter balances and resilient summer demand — with refinery runs nearing multi-year highs and exports staying firm, sentiment is turning. @LinqNews tracking the latest → LinqNews.com

WTI jumps 2% as traders turn more positive on demand following two weeks of strong US crude inventory draws. #OOTT

Despite the comment by Trump about China now being able buy Iranian crude, there are no signs that there will be a lifting of U.S. sanctions. #OOTT

US President Donald Trump: "Iran has a huge advantage ... they have great oil" #OOTT

Brazilian crude supply is rebounding fast — just as global balances tighten. 3mma production growth is back above +400kbd, reversing the steep losses seen earlier in 2025. Not ideal timing for OPEC+ or bulls counting on a deficit. Brazil continues to act as the swing wildcard outside the cartel. @LinqNews tracking global barrels → linqnews.com

Brazilian supply growth bouncing back at not-a-great-time for the oil market

Colorado just lost its third major clean energy project, as Amprius scrapped plans for a $190M battery plant in Brighton. Cited reasons: Tariffs Subsidy rollbacks Uncertain economics without government support This is what happens when energy policy picks winners that can’t stand on their own two feet. If a project only works with subsidies, it doesn’t really work. @LinqNews tracking the fallout → linqnews.com

Stories like these reveal the truth about many renewable energy projects, despite what those draining your wallet claim. Projects that fail without subsidies aren't worth sustaining. Colorado losing a third major clean energy project as subsidy cuts, tariffs roil markets

Sven’s chart is telling — $DXY sitting right on multi-year support, where two channels intersect. Break below ~97.5 and the next level of structural support may not come in until the low 90s. If the dollar cracks, expect serious implications for commodities, gold, and EM flows. July could set the tone for 2H macro. @LinqNews tracking the crosswinds.

Sven’s chart is telling — $DXY sitting right on multi-year support, where two channels intersect. Break below ~97.5 and the next level of structural support may not come in until the low 90s. If the dollar cracks, expect serious implications for commodities, gold, and EM flows. July could set the tone for 2H macro. @LinqNews tracking the crosswinds.

Mike Rose, CEO of Tourmaline Oil ($TOU), just bought another 5,000 shares at $64.6758 each — bringing his total holdings to 8,097,742 shares. That's a total stake worth over $523 million. Insider confidence at this scale doesn’t show up often. @LinqNews tracking the latest → linqnews.com

$TOU Tourmaline Oil - Mike Rose buys another 5,000 shares for a total of 8,097,742 worth approx. $523,761,952

🇨🇳🏭⛽️ Chinese oil demand has been garbage recently, but this latest bounceback in state-owned refinery utilization is a promising sign of demand pulling back from its current brink. Latest data for June shows run rates exceeding even the booming levels of 2023 (right chart)