⏺️How much have Americas seaborne crude exports fallen since late April, and why is the medium-crude drop tightening diesel markets? ⏺️Why did US crude inventories build far more than expected while distillates fell and diesel cracks stay above $100/b? ⏺️Why did three China-linked VLCCs U-turn near Hormuz, and is the real pressure aimed at China or Iraq? ⏺️Why is the US under Trump avoiding military retaliation despite rising Iranian attacks on Hormuz shipping? ⏺️How deep is Iraq’s new crude discount, and who is profiting from the ship-to-ship transfers? ⏺️Why are European energy bills set to rise sharply this winter despite record-low seasonal gas inventories? ⏺️By how much have Russia’s western-port oil loadings fallen below plan, and how does this feed the diesel shortage? ⏺️What caused Chinese coking-coal prices to surge 15%, and why can’t southern hydropower offset the Shanxi shortfall? ⏺️Why is Pennsylvania’s governor now restricting new data centers after previously promoting them? ⏺️What share of Venezuela’s ~1.25 mb/d output is now going to the US, and what is driving the increase? ⏺️What really triggered the Philippine rooftop-solar boom beyond the 14% electricity-price rise? Daily Energy Report https://t.co/4shErmtzZs

⏺️How much have Americas seaborne crude exports fallen since late April, and why is the medium-crude drop tightening diesel markets? ⏺️Why did US crude inventories build far more than expected while distillates fell and diesel cracks stay above $100/b? ⏺️Why did three China-linked VLCCs U-turn near Hormuz, and is the real pressure aimed at China or Iraq? ⏺️Why is the US under Trump avoiding military retaliation despite rising Iranian attacks on Hormuz shipping? ⏺️How deep is Iraq’s new crude discount, and who is profiting from the ship-to-ship transfers? ⏺️Why are European energy bills set to rise sharply this winter despite record-low seasonal gas inventories? ⏺️By how much have Russia’s western-port oil loadings fallen below plan, and how does this feed the diesel shortage? ⏺️What caused Chinese coking-coal prices to surge 15%, and why can’t southern hydropower offset the Shanxi shortfall? ⏺️Why is Pennsylvania’s governor now restricting new data centers after previously promoting them? ⏺️What share of Venezuela’s ~1.25 mb/d output is now going to the US, and what is driving the increase? ⏺️What really triggered the Philippine rooftop-solar boom beyond the 14% electricity-price rise? Daily Energy Report https://t.co/4shErmtzZs

Source:https://x.com/staunovo/status/2090165463292469561