Malcolm Moore

Nigeria moves to avert airline shutdown with debt relief, tax review reuters.com/world/africa/n…

Iranian-flagged container ship TOUSKA (9328900) departed Port Klang, Malaysia laden with cargo according to her AIS-reported draft depth. She passed the US Navy blockade line and was intercepted. Meanwhile, we spotted an empty Iranian-flagged VLCC enter successfully. #OOTT

GLOBAL LNG supply set to tighten as last tankers from the Gulf unload: ft.com/content/64c5a6…

QatarEnergy Statement on Missile Attacks on Ras Laffan Industrial City QatarEnergy confirms that Ras Laffan Industrial City this evening has been the subject of missile attacks. Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused. All personnel have been accounted for and no casualties have been reported at this time. QatarEnergy will continue to communicate the latest available information. #Qatar

Iran has vowed retaliation for the strike on its South Pars gas field. Here is what it could do: as.ft.com/r/32e483b8-589…

Here's what it was like to trade through the biggest price swing the oil market has ever seen

“You’ve found me at a very Chinese time of my life”

@JavierBlas More people will understand your post if you put in a link...

Qatar is making its problems worse: It's not its fault at all, but LNG clients will never forget the supply interruption. Never ever. Now, Doha could be working quietly to ease the problem (see Aramco/ADNOC). Instead, it's turning the force majeure into a diplomatic weapon.

FT Exclusive: Pressure on the Gulf states’ budgets could cause them to review their overseas investments and future commitments as they consider options to ease the financial strain caused by the US-Israeli war against Iran. ft.trib.al/3Kk0Kcg

Brent breaking past 85 resistance level #OOTT

Qatar's energy minister says it will take "weeks or months" to reestablish LNG exports even if the war stops today. EXC with @cornishft

RUSSIAN OIL: This chart tells you everything you need about the network of companies formerly known as Coral that have moved at least $90bn of Russian oil since the Ukraine invasion...and they all used the same private email server w/ @xtophercook et al as.ft.com/r/bb824d14-785…

@JavierBlas So they are better at guiding...

@MalcolmMoore Because the cut is within a guidance. It's important to put the cut in the context of the guidance they company had already given. Very different to what BP did yesterday.

BIG OIL 4Q EARNINGS: TotalEnergies reduces the pace of quarterly buybacks to $750 million (but **importantly** that’s still within its previous guidance of repurchasing $3-$6 billion per year). Quarterly results positive, underpinned by strong oil and gas production growth.

On Wednesday, Feb. 4, 2026, The Washington Post laid off hundreds of journalists. We are devastated and raising funds to help them. Please, please share far and wide. gofundme.com/f/standing-tog…

Curious what the post-Maduro outlook is for Venezuela's oil, gas & mining sectors? @ColumbiaUEnergy's Luisa Palacios has you covered with this timely and excellent piece. americasquarterly.org/article/venezu…

High drama at BP, which is lining up its fourth ceo in six years. Investors: 🤷‍♂️

Blue line is BP, white line is Woodside under Meg O'Neill since April 2021.

@IEA With climate risks rising, #WEO25 shows global warming regularly exceeding 1.5C by 2030 in all scenarios The CPS sees emissions rise then plateau; in the STEPS, they peak then slowly decline Only the updated net zero scenario brings temperatures back below 1.5C in the long term

How an unknown, then 27-year-old, German kept trading Russian oil when western rules meant others stopped. In 30 months he made more than $250m. Now, as we talked, he regularly asked whether telling his story could get him sanctioned… on.ft.com/4hUJpdI