alex brog
2.2K posts
alex brog รีทวีตแล้ว
OIL MARKET: Urals has surged to $59.98 a barrel FOB at Novorossiisk, according to @ArgusMedia data
If it goes up another 2¢, buyers wouldn't have access to Western shipping, insurance and banking as per the G7 price cap #OOTT
Javier Blas@JavierBlas
OIL MARKET: Medium sour crude keeps tightening after Saudi Arabia's unilateral output cut for July and August, and that's lifting the price of Russian flagship crude Urals significantly. The latest quotes put it about to breach the $60-a-barrel G7 price cap | #OOTT
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Great investigative piece by @ftcommodities team tracking down real examples of the 'dark' shipping fleet transporting sanctioned Russian #CrudeOil - Kudos to
@OilSheppard and team.
ft.com/content/90dcc9…
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Good @wsj piece by @josephttwallace - highlights the complexity valuing Russia #crude. 3m b/d is subject to the cap. Half is Urals which trades below the $60 cap. But the rest is higher-value crudes such as Espo and Siberian light
wsj.com/livecoverage/s…
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Good @WSJenergy analysis about the impact of forthcoming sanctions on #Russian #Energy - will be acutely evident in a tight #diesel market. @ArgusMedia @josephttwallace
wsj.com/articles/sanct…
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Reuters piece about AFM supporting TTF. Argues it has behaved rationally; no signs of manipulation; a cap is not necessary and risks unintended consequences
https//www.reuters.com/business/energy/dutch-regulator-ttf-gas-futures-market-is-healthy-price-cap-unwise-2022-11-04/
#Gas
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Great FT comment by @OilSheppard - proposing taxing production rather than corporate revenues. He presents a compelling case to simplify and normalise windfall taxes on UK energy companies, delivering greater contributions when #oil prices are high ft.com/content/a923ca…
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Very interesting @ftcommodities piece by @nikasgari and @OilSheppard about the challenges ACER faces to develop the EC's new #LNG benchmark. Quotes @neilfleming on whether this will actually be a better or cheaper way to price gas. ft.com/content/bad64e…
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alex brog รีทวีตแล้ว
S&P Global and IHS Markit are pleased to announce that they have completed their merger. Further details will be shared tomorrow, March 1st. ow.ly/spXW50I5Jtx
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Excellent @FTLex analysis by @VanessaHoulder1 who clearly explains the challenges to evolve a complex market if #hydrogen is to fulfil its potential as a transition fuel in hard to decarbonize sectors. Consider the carbon intensity of H2 over pathway colors.
S&P Global Energy@EnergySPG
Hydrogen: price transparency will help fuel a green revolution @FT argues that much needs to happen before a publicly traded #hydrogen index can become a reality. Platts assesses hydrogen production costs in different regions okt.to/ew2h7K
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Brilliant interactive story telling piece by @OilSheppard and the @ftcommodities team. ig.ft.com/europes-gas-cr…
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Very useful @SPGlobalPlatts insight into what's driving Europe's #gas crunch
Energy Expansion and Sustainability by S&P Global@SPGEnergyES
*Europe's growing pains* According to Platts Analytics, 30 GW of coal capacity was taken offline across UK and Continental Europe between 2010-2020 - The pressure on gas supplies reaches new highs as grid demand for a low carbon replacement ramps up. plts.co/cBsD50GqKzj
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alex brog รีทวีตแล้ว
Rise of the ‘carbon neutral’ hydrocarbons.
The cost of buying enough #carbon offsets to cover the emissions from one #LNG cargo rose from about $1.1m in July to $1.8m in September as offset prices rose - #PlattsCNL data
@FT @CamillaHodgson
ft.com/content/d6da97…
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alex brog รีทวีตแล้ว
Natural-Gas Market Conditions Look Unnatural
Samer Mosis, S&P Global Platts - Natural #gas in storage in Europe is 16% below the five-year average and at a record low for September. #LNG - The Wall Street Journal
plts.co/oK8050G8Mk1
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alex brog รีทวีตแล้ว
#Carbon offsets: a licence to pollute or a path to net-zero emissions?
@ftcommodities Big Read by @CamillaHodgson #carboncredits #netzero
plts.co/JDjF50G1mDj
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alex brog รีทวีตแล้ว
Fashion boom in recycled #plastic comes with a price tag.
@ftcommodities highlights until 2019, the price of rPET used to make recycled polyester was €1,050 per tonne, or about €200 cheaper than virgin PET. Now the price has jumped to €1,435
plts.co/8lg050FRFwW
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Super @SPGlobalPlatts infographic showing complex dynamics driving #gas rally in Europe
Electric Power by S&P Global Energy@SPGEnergyPower
#PlattsInfographic: Low gas storage, Russian constraints drive TTF rally amid record CO₂ prices. #Gas, #power and #carbon markets are starting Q3 at multi-year highs after gas storage drawdowns amid record CO₂ prices. 🗺️ See full-size infographic: plts.co/fJ4t50Fmv4I
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