US natgas futures slide to nearly 3-month low on record output, milder weather forecasts
85·AShort
n
news7/27news
US natural gas prices fall 3% to 11-week low on record output
85·AShort
m
meme7/24meme
✉️ Corpus Christi Stage IV: Chinese-owned steel pipe maker TEDA TPCO demands a pipeline reroute to avoid "permanent, catastrophic disruption" to plant's future growth plans
PDF at https://t.co/Byqft54GaM
#LNG #NatGas #ONGT #Shale #OOTT #Houston #CCTX
85·ALong
m
meme7/23meme
⭕️How does Asia's continued reliance on imported energy sources, particularly through chokepoints like the Strait of Hormuz, Bab al-Mandab, and Malacca, heighten its vulnerability to long-term geopolitical disruptions?
⭕️In what ways are extreme summer heat and Middle East conflicts driving Asian countries to compete aggressively for LNG cargoes, and what are the global market implications?
⭕️Why does Equinor expect Europe to miss its 80% natural gas storage target before winter, and how are investment funds responding to the situation?
⭕️Based on the description of Figure 1, what patterns emerge in Asia’s oil imports by subregion, especially regarding rerouting after potential Hormuz closures and China’s role in overall declines?
⭕️How do multiple simultaneous disruptions—such as those in Bab al-Mandab, Panama Canal, Rhine River, nuclear output reductions, and Black Sea issues—combine with extreme heat to create broader energy pressures beyond just oil prices?
⭕️Why might Asia's energy security challenges become a global issue, particularly in relation to competition for supplies with Europe and potential U.S. interventions?
What long-term strategic shifts, modeled after China, are Asian countries likely to pursue in response to vulnerabilities at the three key chokepoints, and what economic consequences could follow?
⭕️How are Houthi threats in the Bab el-Mandeb Strait creating a “Two Chokepoint Problem” for oil markets, and what specific impacts are seen on Saudi exports and Asian importers like China and India?
⭕️What effects have Ukrainian drone attacks had on Black Sea tanker rates and insurance costs, and how do these contribute to a multi-chokepoint reality in global oil logistics?
⭕️According to Temasek, how might future AI advancements reduce the sector’s energy demands, and what counterargument exists regarding overall consumption trends despite efficiency gains?
⭕️Why are Asian refiners exploring alternative routes like the Suez Canal for Saudi crude amid Houthi threats, and what logistical and cost challenges does this involve?
⭕️What natural gas infrastructure challenges in the Permian Basin could limit U.S. oil production growth, and how does associated gas from shale wells factor into longer-term LNG outlooks?
⭕️Despite U.S. claims of a blockade, what evidence from vessel tracking shows Iranian tankers continuing to transit the Strait of Hormuz, and what does this suggest about Iran’s strategy?
⭕️What specific policy recommendations has the U.S. coal advisory council made to the Trump administration, and why might heavy government support for coal carry long-term risks?
⭕️According to the WSJ opinion, why has the U.S. EV transition faced setbacks under mandates and subsidies, and what market-driven approach is suggested as more effective for broader adoption?
Daily Energy Report https://t.co/A6uCxpan6K
80·ALong
T
Translation7/22news
TASS: NATURAL GAS PRODUCTION IN RUSSIA IN THE FIRST HALF OF THE YEAR GREW BY 4.7% TO 298 BILLION CUBIC M3 – ROSSTAT
0·-Neutral
T
Twitter7/21news
Before people rush off and start trading this by buying natural gas futures, please remember they trade in massive contango most of the time and you will be eaten alive waiting for this to arrive.
The play if you believe this is producers with large provable reserves, like EXE and EQT.
35·CShort
t
twitter7/21meme
ICE U.K. NATURAL GAS AUGUST FUTURES CLOSED AT 144.57 PENCE PER THERM.