Tim McDonnell
8 article(s) here · 1 carrying a prediction
🔮 Meanwhile, the US House is set to vote this week on the Russia sanctions bill championed by the late Sen. Lindsay Graham — but it could be undermined by drooping Republican support and growing Democratic opposition.
🔮 All the big banks, and even the US Energy Information Administration, raised their 2027 price forecasts this week, and several issued research notes making similar arguments about a “new normal” of prolonged disruption in the Strait of Hormuz.
🔮 “Now the situation has dramatically changed,” DTEK’s Maxim Timchenko told journalists: The company will continue to shop for LNG imports, but aims to leverage Ukraine’s vast gas storage facilities far from the front line to make lucrative arbitrage trades with Europe.
🔮 Rising natural gas prices wrought by the Iran war will boost global coal consumption to a new record of nearly 9 billion metric tons this year, the International Energy Agency reported.
🔮 Global investment in low-carbon hydrogen will reach a new high this year, but the nascent industry is close to hitting a bureaucratic cap on its growth, an industry group report warned.
🔮 But he still won’t put its money anywhere that lacks “an economic framework and ecosystem where we feel comfortable” — a description he’s willing to apply to Iraq, for example, but not yet to Venezuela.
🔮 Maritime shipping lanes may not be the most important chokepoint facing the global oil market.
🔮 “Having a firm that can be nimble from leadership down is what will make you successful or not.”
Also by Tim McDonnell
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The Aporia
