ETS Insights

@OilHeadlineNews Surplus of energy, oil, real estate and manufactured goods. Perfect recipe for recession.

GOLDMAN SACHS PREDICTS OIL PRICES MAY DECLINE BY 2025-2026 DUE TO SURPLUS.

@KobeissiLetter @Kalshi Seems like it’s happening. Brace yourselves.

BREAKING: Prediction market expectations for tomorrow's August jobs report just tanked by 26,000 jobs in 24 hours. Exactly 24 hours ago, prediction markets expected 174,000 jobs added in August. Now expectations are down to 159,000 jobd, according to @Kalshi. This comes after private payrolls posted their smallest gain since 2021 this morning. The previous month's data was also revised LOWER by 11,000 jobs. What is happening with the labor market?

@KobeissiLetter US market outputs have global ripple effects. This might be the signal many have been waiting for.

BREAKING: Magnificent 7 stocks have now erased $550 BILLION of market cap today. Nvidia, $NVDA, is on track for its largest daily drop since April 2024. Volatility is here to stay.

@MomAngtrades So much was locked up due to silent energy pricing crisis since Covid. That factor is now busted.

I don’t think people realize how much inventory is about to flood the housing market this next year.

@KobeissiLetter So much of this is linked to inflated energy pricing. Affects every aspect of life.

Is the American dream dead? Half of Americans believe that the American dream no longer exists, the highest share in at least 12 years. Only 34% of people said that the American Dream is still attainable, down from 52% in 2012. Owning a home, having a family, and reaching a comfortable retirement are now out of reach for most Americans. This comes after housing affordability dropped to an all-time low while prices of necessities are at record highs. Americans are losing hope after 3+ years of high inflation.

@MichaelAArouet Reliability always wins.

There is some truth to it. Do you agree?

@Faust__Roger Congratulations!

Pinch me. #NewFaculty #CarletonCollege

@ScienceMagazine Large scale sustainable public infrastructure facilities has always been the best climate policy across the globe.

A new #MachineLearning analysis has revealed the most effective climate policies out of 1500 implemented worldwide over the last two decades. Learn more in Science: scim.ag/8dl

Electricity demand is rising in India. It's forecast to surge 8% this year, driven by strong economic activity & intense heatwaves. China is also set to see significant growth of over 6% .

@Rory_Johnston A simpler way is to just be bullish on Natural Gas.

Guy who’s bullish oil because there’s a chance we have a **70 MMbpd** supply deficit in 2030. Global decline rates DRINK

There is no supply shortage. It's replaced with other fuel sources.

@Energy_Tidbits Overall investments are skewed towards Natural Gas due to Global demands. Qatar will be a big winner from the group for the next 30 years outlook.

#Oil #NatGas 101 All existing oil & natural gas producing fields have declining production levels and require ongoing capital spending to try to minimize the rate of decline. Then need to add new production from new field just to stay flat, let alone grow. #OOTT

@Rory_Johnston There is actually an oversupply and the Libyan announcement had no effect. Supply continues to increase.

Crude oil is a funny little market, innit? Brent now ~$1.50/bbl 𝙗𝙚𝙡𝙤𝙬 where it stood before Libya announced it was abruptly taking ~1 MMbpd of crude off the market.

India launched an ambitious plan to encourage Green #hydrogen production. Problem is, 2kgCO2eq per Kg of Hydrogen is yet to be realistically produced anywhere. Realistic goals are necessary instead of overambitious targets. #GreenEnergy #Sustainability #sustainable #emissions

Oil prices have weakened in recent months as investors fretted about slowing demand growth in top importer China and rising supplies from outside OPEC+trib.al/XakpcfP

@ftenergy Accurate. For all the focus on passenger vehicle electrification, realistic targets are actually just 30%. Oil is here to stay for a while.

Exxon says global oil use to remain robust and warns of supply shock on.ft.com/4cXaCs9

@ftenergy Excellent initiative. For once, the focus should be on keeping manpower expenditures low. Can be a great ROÍ for getting clean energy.

UK’s new state-owned energy company starts hiring ft.com/content/bf998e…

In its latest global #climate report, the National Oceanic and Atmospheric Administration confirmed that July was the 14th straight month of record-breaking heat. In the last 175 years, only one other hot streak has come close in terms of longevity. sciencenews.org/article/record…

Fishery assessment models overestimate the sustainability of the world’s fisheries, according to a Science study of 230 fisheries, and populations of many overfished species are in far worse condition than has been reported. scim.ag/87z; scim.ag/87y

Two years after the Inflation Reduction Act (IRA) set off a wave of excitement for clean hydrogen in the US, projects are stalled or stuttering in an environment of deep uncertainty around policy supports. #hydrogen #CleanEnergy #Renewables offshore-energy.biz/eni-closes-nig…