Discover and read the best of Twitter Threads about #Naturalgas

Most recents (24)

🇺🇸 President Trump made America energy independent🛢️💪

The Biden administration sabotaged that achievement.

Come November 5, 2024, America will reclaim its independence.

(1/21) Image
1/ For the first time in nearly 70 years, the United States became a net energy exporter, unleashing oil and natural gas potential.
America became the world's number one producer of oil and natural gas! 📈🌍 #EnergyIndependence #USA
Read 24 tweets
Hoje completa 1 ano da guerra na #Ucrania, como que está a situação atualmente? A Reuters preparou alguns gráfico bem legais

1) A segurança do #Dollar
A divisa mostrou as razões o porto seguro do mundo! Mesmo após a queda, frente as máximas, subiu 8% desde o início da guerra⤵️
2) Custo de #energia

O custo do #naturalgas disparou 400% em duas semanas após a invasão, chegando a 700% em agosto; felizmente o inverno foi + ameno e o bloco encontrou novos fornecedores, trazendo o custo novamente para 50 MWh ⤵️
3) Alimentos

Os preços das #commodities agrícolas, que já estava em alta desde 2021, dispararam novamente após a invasão. O index de alimentos da ONU disparou 14,3% ano passado e já havia subido 28% em 2021

A pressão está diminuindo, mas o clima tem preocupado a produção⤵️
Read 6 tweets
#Europe's #EnergyCrisis likely to stay, warn analysts | 24 Feb
- #EU, meanwhile, have spent the recent months scrambling for alternative sources of #NaturalGas and #petroleum to replace the energy imported from Russia before the start of the crisis.
europesun.com/news/273560005…
The #EnergyCrisis in #Britain will be worse next year than this year, warns an expert | Oct 7, 2022
- Amid warnings of three-day #blackouts and industry #shutdowns in Britain if the months ahead are particularly cold,
reviewguruu.com/2022/10/07/the…
Read 5 tweets
These are the EIA's key forecast revisions impacting natural gas markets. Although many of the adjustments are small, it shows the directional bias within their models. Overall, negative revisions for production; upward revisions in consumption for 2024, as NYMEX prices come down Image
LNG volumes are taking longer to pick-up in early 2023 but ultimately are still expected to grow to 13.5 bcf/d by YE 2024 #LNG #Natgas Image
Natural gas consumption doesn't quite reach levels seen last year (in both winter and summer months). This is typically the result of weather; with current demand being revised down slightly from last month Image
Read 5 tweets
Przegląd Tygodnia.

- Indeks dolara
- S&P500, NASDAQ
- USD/PLN
- Złoto, Ropa, Gaz
- BTC, ETH
- WIG20

Proszę udostępnij ten wpis, jeśli ten przegląd Ci się spodobał.
Dziękuje.💚
Tradycyjnie zaczynamy od indeksu dolara. Na wykresie tygodniowym mamy silnie pro wzrostową zieloną świecę.
2/n
Na wykresie dziennym kurs odbił się od wsparcie w okolicach 100 i wyrysował dwie silnie pro wzrostowe świece. Wszystko wskazuje na to, że rozpoczęliśmy odreagowanie po silnych spadkach. Nie powinno to nikogo dziwić, ponieważ od kilku miesięcy dolar nieustannie słabnie.
3/n
Read 18 tweets
In a recent discussion, a question was asked about whether or not homeowners could stop the #hum and low-frequency noise from entering their homes using bass traps & sound-proofing. I shared some of our experiences in trying to deal with the #LFN and #vibration. 1/...
I've heard the hum In at least six different professional #recording studios who spent tens of thousands of dollars on sound proofing and noise mitigation. In #calgary, a family spend a tremendous amount of money wrapping their entire house in sound proofing material and... 2/...
...they still heard the hum. In fact, because the #noise mitigation was so effective in the studios, the hum was worse because there weren't any other sounds competing for my ear's attention. 3/...
Read 8 tweets
1/ Looking at the sharp rise in your #Enbridge #NaturalGas bill? Wondering how it compares to electricity? Here's the conversion factors for the energy content in m3 to kWh:
Enbridge South 1 m3 = 10.88 ekWh
Enbridge North 1 m3 = 10.78 ekWh
2/ The energy content of 1 m3 of natural gas changes over time. This web page has the historical annual average values: enbridgegas.com/storage-transp…
To convert between GJ per 1000 m3 natural gas and ekWh per m3, divide by 3.6.
(1 W = 1 J/s, and 1 hour = 3600 seconds) Enbridge web page snapshot: Unit of Measure Conversion infor
3/ Nearly all of the costs are m3 based. If you want to get really detailed, go to this web page: enbridgegas.com/residential/my… and enter your postal code to get the current rate breakdown. Here's the one for my region:
Read 8 tweets
What is California is getting itself into?
1/
sfchronicle.com/politics/artic…
#ongt #natgas
Bay Area bureaucrats and politicians are talking about banning even #naturalgas water heaters and furnaces... Electric heating costs are higher. San Francisco will pay 2.5x more for electric heating than gas.
homeguides.sfgate.com/comparing-cost…
/2
3/ and San Diego to make a retroactive mandate costing consumers tens of thousands of dollars whether they want #NaturalGas or not, all the while putting additional strain on the electricity grid.
lnkd.in/g5z2yQZi
Read 8 tweets
lnkd.in/e-QPz9Wd NORWAY MOVES TO GREEN FUTURE DESPITE OIL RICHES
lnkd.in/e-QPz9Wd The Nordic nation is moving faster than most in de-carbonising its economy, but it has faced criticism for not rushing to Europe’s aid in the current energy crisis.
lnkd.in/e-QPz9Wd Norway has become astonishingly rich thanks to its oil and natural gas.
Read 6 tweets
Today, agri stakeholders & 🇪🇺 representatives are discussing the future of food & farming #AgriOutlook

But given the last attacks on green farming reforms, the @EU_Commission’s event might recommend sticking plasters rather than look at long-term solutions for #foodsecurity

A🧵 Image
Agribusiness & right-wing political allies are using the war in Ukraine as a pretext to water down #EUFarm2Fork

They claim global #foodsecurity is under threat & we need to ↗️ food production. How? With more synthetic #pesticides & #fertilisers of course!

Scroll for the truth Image
There's no EU #foodproduction issue!

Global production of grains & wheat, leading 🇺🇦🇷🇺 food exports, is high & there's no global food supply shortage

The industry's narrative is just a smokescreen to maintain industrial agriculture 🏭

& policy-makers are buying it

(c) FAO👇 Image
Read 9 tweets
⚡China's Jan-Nov surplus (in USD terms) $802.04 billion
#Imports +2.0% y/y
#Exports +9.1% y/y
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
#China's Jan-Nov surplus (in yuan terms) 5.34 trillion yuan
#Imports +4.6% y/y
#Exports +11.9% y/y
2/ thread #trade #import #export #economy 🇨🇳 🇺🇸
China November trade balance(in yuan term) 494.33 bln yuan; Est. 486.0bln, Prev. 586.8bln;
#Imports -1.1 y/y ; Est. +7.1%, Prev.+6.8%;
#Exports +0.9% y/y ; Est. +8.2%, Prev.+7.0%.
3/ thread #trade #import #export #economy 🇨🇳 🇺🇸
Read 7 tweets
“Interested in sustainable energy and energy transitions?
My research group—Energy Technology and Policy Assessment—is looking for graduate students (master’s and PhD) and postdoctoral scholars interested in #lifecycleassessment (LCA), technoeconomics, and innovation. McGill
Civil Engineering is an excellent program for sustainable energy, spanning electricity, transportation, and environment (including collaborative, interdisciplinary opportunities across engineering departments and campus). ETAPA research is in line with #TISED goals for
sustainability in engineering and design. Undergraduate research assistantships will also be available.

Present student/postdoc opportunities focus on:

♻ LCA of #transportation in Peru and Canada
♻ Land use impacts of electricity and energy #infrastructure, USA, Canada,
Read 8 tweets
It's alarming to see the Dutch government doing absolutely nothing to get the #Groningen #NaturalGas field going again.
A thread
1/6
To be clear, the Dutch government made a big mistake by closing it down in the first place.

And now it has become impossible to move people even if it would come up with ‘an offer you can't resist.’

Understandable if people say ‘no.’
2/6
But the Dutch government can immediately start investing in repair/strengthening/restoration

This would allow some exploration but, more importantly, at least create a longer-term optionality. 3/6
Read 6 tweets
Qui le mie considerazioni sulle potenziali misure relative al price cap! Grazie a #rienergia #staffettaonline per avermi invitato! rienergia.staffettaonline.com/articolo/35095… #natgas #ttf #henryhub Image
Considerazioni di natura teorica, di microstruttura dei mercati, di relazioni mercati fisici/finanziari, di applicabilità dello stesso…#ttf #pricecap #henryhub #futures #curvaforward #contango #backwardation #lng #gas #naturalgas #cap #nopricecap
Read 4 tweets

China October trade balance(in USD term) $85.15bln; Est. $95.97bln, Prev. $84.75 bln;
#Imports -0.7% y/y ; Est. +0.0%, Prev.+0.3%;
#Exports -0.3% y/y ; Est. +4.5%, Prev.+5.7%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
#China October Yuan-denominated trade data
Trade balance +586.81 bln yuan; Prev.+573.57 bln yuan;
Imports +6.8% y/y, Est.+10.0%, Prev.+5.2%.
Exports +7.0% y/y, Est.+12.7%, Prev.+10.7%.
2/ thread #trade #import #export #econtwitter 🇨🇳
3/ #China's Jan-October #trade with
ASEAN +15.8% y/y to 5.26 trillion yuan
🇪🇺EU +8.1% y/y to 4.68 trillion yuan
🇺🇸US +6.8% y/y to 4.21 trillion yuan
🇰🇷Korea +6.5% y/y to 2.02 trillion yuan
#trade
Read 5 tweets
China September trade balance(in USD term) $84.75bln; Est. $80.3 bln, Prev. $79.39 bln;
#Imports +0.3% y/y ; Est. +0.0%, Prev.+0.3%;
#Exports +5.7% y/y ; Est. +4.0%, Prev.+7.1%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
#China September Yuan-denominated trade data
Trade balance +573.57 bln yuan; Est.+564.30 bln yuan, Prev.+535.91 bln yuan;
Imports +5.2% y/y, Est.+8.4%, Prev.+4.6%.
Exports +10.7% y/y, Est.+11.3%, Prev.+11.8%.
2/ thread #trade #import #export #econtwitter 🇨🇳
CHINA JAN.-SEPT. IMPORTS RISE 4.1% Y/Y, EXPORTS +12.5%.
3/Thread #trade #import #export #econtwitter 🇨🇳
Read 6 tweets
#EU #NATURALGAS: #OUTRAGEOUS Forecast …. Can #NaturalGas in the Europe Spot Market #CRASH TO #ZERO !!

Here is the thing, There are more than 35 LNG-laden vessels drifting off Spain & around the Mediterranean, with at least 8 vessels anchored off Bay of Cadiz. Why ?
Europe's lack of "regasification" capacity since all these years they were depending on pipelines and not LNG which is liquid cooled. HOW BAD? “declaration of exceptional operational situation", Spain's national gas grid operator Enagas said it may have to reject unloads of LNG
Floating storage levels in LNG shipping is at all time high levels with slightly more than 2.5million tonnes tied up in floating storage. These guys are speculators holding cargo as well.

However..While Day Head Power has fallen, but Month Ahead has crashed to <30…
Read 4 tweets
Os #fertilizantes tiveram mais uma queda de preços esta semana, incluindo os nitrogenados, como #urea e Sulfato de Amônia. #naturalgas também registrou queda de preços, já que estoques na Europa estão, quase, cheios. O problema para a #commodity energética, deverá vir no início⤵️
do próximo ano, muito provavelmente, pulando a sazonalidade baixa, entre fevereiro e abril. Mas o que explicar a queda de preços dos fertilizantes? Simples: a demanda. Sabemos que independe de quão pequena seja uma oferta, se a demanda for menor, os preços caem e é justamente ⤵️
isto que está acontecendo com o mercado de fertilizantes. Todos os produtores, eu inclusive, estão avaliando a redução nas aplicações, buscando usar a reserva de nutrientes do solo, já que em anos anteriores, as aplicações foram normais. A Índia ainda não anunciou nenhum ⤵️
Read 6 tweets
A Dark Age Winter of Discontent in Europe Part 3 - On the brink of a banking crisis, energy shortage, hard landing recession, food insecurity, and collapse of industrial base and households - by @TraderStef #DarkAge3 #EnergyShortage #FoodInsecurity #Winter crushthestreet.com/articles/break… Image
#DarkAge3 #EnergyShortage #FoodInsecurity #Winter - "An Arctic chill blowing across western #Europe through next week will be the first test of how willing people are to delay switching on the heating in a bid to save energy and ease household budgets." bloomberg.com/news/articles/…
#DarkAge3 #EnergyShortage #FoodInsecurity #Winter - #manfacturing European Industries Shut Down Even Before Winter Months Set In inventiva.co.in/stories/europe…
Read 11 tweets
JUST IN:
China August trade balance(in USD term) $79.39 bln; Est. $92.40 bln, Prev. $101.26 bln;
#Imports +0.3% y/y ; Est. +1.20%, Prev.+2.3%;
#Exports +7.1% y/y ; Est. +13.0%, Prev.+18.0%.
1/ thread #trade #import #export #economy 🇨🇳 🇺🇸
JUST IN:
#China August Yuan-denominated trade data
Trade balance +535.91 bln yuan, Prev.+682.69 bln yuan.
Imports +4.6% y/y, Est. +6.3%, Prev.+7.4%.
Exports +11.8% y/y, Est. +18.5%, Prev.+23.9%.
2/ thread #trade #import #export #econtwitter 🇨🇳
CHINA JAN.-AUG.IMPORTS RISE 5.2% Y/Y, EXPORTS +14.2%, TRADE SURPLUS 3.66 TRILLION YUAN.-CUSTOMS
3/Thread #trade #import #export #econtwitter 🇨🇳
Read 6 tweets
How can @bcndp justify expanding Methane #naturalgas @BCNDPCaucus ?! HOW? 😔

We HAVE TO get off fossil fuels ASAP.. that's part of the emergency #lngcanada #bcndp #ndp #bcpoli #cdnpoli
Hey @Dave_Eby hope you will have the courage to step up here. The planet needs ppl/leaders who can step-up & lead in this crisis #ClimateCrisis
@BowinnMa @KellyRichmondBC
Read 4 tweets
Esta semana terminando o mês de agosto! E o que isso tem de especial? Setembro é mudança de sazonalidade nas #commodities! Agrícolas chegam ao mercado nos EUA, #petroleo inicia o movimento de alta devido a demanda por heating oil, #China retoma a atividade industrial após as 🧵
Chuvas de agosto, demandando mais Minério de Ferro, #cobre, alumínio, etc. Também é a peak season dos fretes marítimos, com o início das compras de natal. Em 2.000, quando eu comecei a trabalhar com exportação, este era o período que eu mais recebia presentes, pois 🧵
Havia uma grande concorrência entre as cias marítimas, agentes de carga, despachantes e portos, mas, desde 2020 as coisas mudaram, é somos nós, “donos de carga” que temos que dar presentes para conseguir espaços nos navios 😂, enfim, com todos os problemas que conhecemos 🧵
Read 5 tweets
Friendly advice for FreeportLNG: Don't mess with PHMSA. That approach did not work for Cheniere or for TETCO, and it won't work for you. Ultimately, it is bad for the energy industry.
#FreeportLNG #PHMSA #LNG #naturalgas #oil #energy
Here's an excerpt from yesterday's press release: "Freeport…identified a recovery plan for reinstatement of partial operations…" Sounds like corporate PR at its finest: control the narrative.
What is the end game here? Make PHMSA look like a slow, dysfunctional government agency that is "against business" if and when they don't OK the company's restart timeline?
Read 10 tweets
1/ The earnings call season is underway and we started publishing Earnings Call Summaries last week. Coal availability is not looking good. Peabody Energy (#BTU) said they were unable to ship 23% of July month-to-date (thru Jul 28) customer nominations due to #Rail service issues
2/ As a #NaturalGas and #electricity analyst, I don’t really know what the term “customer nominations” means in the #coal business. That makes me ripe for substitution bias, which was discussed in LCMC’s January 2019 NG Research Dinner through #Tversky and #Kahneman’s work.
3/ Irrelevant detail? Here’s a counterpoint: 90% of Best Picture Academy Award (Oscar) "nominations" don't make it to the stage – context matters.
Read 7 tweets

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