Discover and read the best of Twitter Threads about #naturalGas

Most recents (24)

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
NEW REPORT: Europe can ELIMINATE reliance on Russian #NaturalGas by augmenting #REPowerEU plans w/temporary boost in coal & recalibrated gas storage.
ZERO Lab modeled 🇪🇺+🇬🇧 gas & electric grids & find several paths to secure full independence from 🇷🇺 gas: zenodo.org/record/6811676…
2. Success depends on larger reductions in gas-fired electricity generation by temporarily increasing coal use (a trend we're already seeing reuters.com/world/europe/e…), reducing electricity demand & accelerating renewable energy deployment. Multiple combos of these three can work.
3. Despite increased reliance on coal for electricity generation, all successful gas independence scenarios result in significant declines in European greenhouse gas emissions as lower gas demand offsets emissions from increased coal combustion.
Read 23 tweets
❗️ This is huge: 🇺🇦 Ambassador in 🇩🇪 @MelnykAndrij turns to @Europarl_EN and voices strong concerns about the #EUTaxonomy proposal to label #gas as #green.

👉 He says it's clear #Russia will profit through the Act, and speaks of a "fatal signal" to 🇺🇦. A 🧵 1/6
@MelnykAndrij @Europarl_EN @LudekNie @Urmaspaet @ijabs @nicustefanuta @KGroselj @guyverhofstadt @LeszekMiller @Andi_Glueck @susanasolisp @hildevautmans .@MelnykAndrij has been one of #Germany's most vocal voices to push the 🇩🇪 government towards more help for #Ukraine.

In his letter, he thanks MEP @ViolavonCramon for supporting sanctions on 🇷🇺 #energy, given 🇷🇺 "considerable income through sale of #naturalgas" to the #EU. 2/6
Melnyk cites the #Russian energy minister who said that 🇷🇺 gas industry sees a "range of opportunities" through the #EUTaxonomy, while #LNG terminals are excluded. Its conditions thus "clearly favour #Russian #gas." @ijabs @CiolosDacian 3/6
Read 6 tweets
Spain and Portugal hoped to cut energy bills by capping the the price of #naturalgas in day-ahead power auctions. The policy has been condemned as a failure, but the story is more nuanced than that. A mini-🧵
A deeper look at Iberian energy flows and prices suggests the cap is alleviating the worst effects of a demand spike & solar/wind output flop. It obvs doesn't help that gas is unbelievably expensive in EU right now. This pushes up the adjustment cost payment to CCGTs
The gas cap could also improve EU energy security by encouraging an influx of #naturalgas and #LNG into the Iberian peninsula which is then re-exported as #electricity into France - which is facing extremely tight capacity margins due to widespread nuclear outages
Read 16 tweets
Africa should take full advantage of current elevated prices to cash in on mineral wealth: The African continent is home to substantial reserves of #copper and #cobalt (in the Democratic Republic of the Congo—DRC—Zambia, South Africa and Zimbabwe), #diamonds (in Botswana and…
Angola), #platinum (in South Africa and Zimbabwe), #uranium (in Namibia, Niger and South Africa), #gold (in Ghana, South Africa and Sudan), #iron (in South Africa), #manganese (in South Africa, Gabon and Ghana), bauxite (in Guinea), #lithium (in Zimbabwe), #coal (in South Africa
and Mozambique), #naturalgas (in Algeria, Egypt and Nigeria) and #petroleum (in Nigeria, Angola, Algeria and Libya).
Read 8 tweets
⚡️NEW REPORT⚡️:
Our new modelling report from @DavidSuzukiFDN shows that 100% zero-emissions electricity across Canada by 2035 is possible, reliable and affordable.

Buckle up for a #CleanElectricity thread 🧵

bit.ly/CleanElectrici…

#Climate #energytwitter #cdnpoli
This is the first modelling report of its kind in Canada. It goes beyond #NetZero to reach #ZeroEmissions by 2035, primarily by relying on:

☀️#Renewables like wind & solar
🔋#EnergyStorage
🏡#EnergyEfficiency
🌊Existing #Hydropower
🔌More grid connections between regions
Overall, Canada's electricity capacity grows by 2.8x by 2050, and the amount of electrical energy we use grows by 1.8x

All #FossilFuels on the grid are phased out by 2035, including all #NaturalGas. And no nuclear or fossils with #CCUS are needed.
Read 14 tweets
Fransız ve İtalyan enerji devleri ENGIE ve ENI Rusya'dan aldıkları gazı ruble ile ödemeyi kabul ettiler. ENGIE'nin %33'ü Fransız devletine, ENI'nin %30'u İtalyan devletine ait. Yani özel(!) şirketler vasıtasıyla Avrupa kendi koyduğu ambargoyu deliyor.
Oysa Avrupa Komisyonu'na göre Rus para biriminde hesap açmak yaptırımların ihlalidir ve Brüksel tarafından cezai işlemlere yol açar. Yani Avrupalılar Putin'i soykırım dahil her türlü insanlık suçu ile itham ederken Rusya'dan gaz almak için GazpromBank'ta ruble hesabı açıyorlar.
Read 25 tweets
Hydrogen '2x as powerful a greenhouse gas as thought before': UK govt study

Global Warming potential (GWP) of #hydrogen is between 6 & 16, 11 the ave — GWP of CO2 is 1. Previous 2001 study put GWP of hydrogen at 5.8
rechargenews.com/energy-transit…
“Any leakage of H2 will result in an indirect global warming, offsetting greenhouse gas emission reductions made as a result of a switch from fossil fuel to H2,”

"much smaller molecule than #methane.. much more easily leak from existing #naturalgas pipelines if used to carry H2"
report does not take into account GWP of PRODUCING hydrogen, only impact of H2 released into atmosphere

electrolysis production of H2 wld result in 9.2% leakage frm “venting & purging”, but this wld fall to 0.52% “with full recombination from purging & crossover venting”.
Read 5 tweets
The Russian #Ruble (RUB) is poised to become a dangerous global currency & here is a 🧵 explaining why.

#Thread
The Central Bank of the #RussianFederation just profoundly altered the international trade & monetary system by linking the Russian ruble to both gold (XAU) & commodities.
By offering to buy XAU from Russian banks at a fixed price of 5000RUB/gram, the Central Bank of Russia has ties the ruble to XAU. And by extension, to the dollar (XAU is traded in U$D)
Read 23 tweets
President #Putin’s Full Remarks at the #Oil for #Ruble announcement | The Vineyard of the Saker

#Russia #oil #gas #commodities thesaker.is/president-puti…
“Today I have signed an Executive Order that establishes the rules for #trade in Russian #NaturalGas with so-called unfriendly states. We offer counterparties from such countries a clear and transparent scheme. To purchase Russian natural gas, they must open ruble accounts…”
What we are witnessing here (potentially) is nothing less than the gradual conversion of the Russian ruble from a “soft” to a “hard” currency. Students in my international business class will appreciate the significance of this.
Read 9 tweets
1/8 Russia is demanding that European buyers pay for their gas in roubles. The driver for that is the freezing of #Russian foreign reserves and the #sanctions on the central bank.
#SanctionsRussia #NaturalGas #EnergyCrisis
2/8 Nominally, buying Russian gas is not banned, but that supposes that Russia will accept currency instruments it can't sell to support the rouble.
3/8 Hence the strange-sounding alternative to straight rouble payments that Russia has proposed: Gazprom's clients would open rouble accounts with Russian banks, but still pay in EUR or USD.
Read 8 tweets
#G7 rejects Russia’s demand to pay for gas in #rubles
- #Putin announced last week that Russia would demand that “#unfriendly” countries pay for #naturalgas (#LNG) only in Russian currency from now on.
nationworldnews.com/germany-g7-rej… ImageImage
Russia’s #ruble payment plan leaves European gas buyers confused | 23 Mar, 2022
- “We can't predict at this moment what specific implications this will have for the gas trade,” Kehler
(it produces new flu waves called Covid19 producing billions in profits)
archive.ph/DE6eK ImageImage
#Credibility of #dollar and #euro ‘destroyed’ – Putin | Mar 23
- Moscow will use #rubles in #gas deals with “hostile” countries, the Russian president says.
archive.ph/HDLhw Image
Read 4 tweets
In May of 2021, @EconTodd made a note of that morning's @WSJ headline during his interview with @stefan_wieler of @axpo — Russian troops had amassed on #Ukraine️'s border. Buchholz asked Wieler what that could mean for #gas and #oil prices.
@EconTodd @WSJ @stefan_wieler @axpo You can listen to his episode here for a little refresher:
Around the 20 minute mark, @stefan_wieler remarks on the lack of real-time #data in the #commodities space and the difficulty it creates for the #globaleconomy at large.
Read 5 tweets
What is the impact of the rapidly evolving #UkraineWar on #supplychains? We've published @Flexport reports on the topic. First #airfreight where the issues are routing, capacity and sanctions (1/6)
flexport.com/blog/routes-no…
The main issue for #airfreight is route changes. Airspace closures are forcing more jets through narrower routes, which has added c3% to Asia-Europe transit times. (2/6)
For #supplychains more broadly the main issue is pricing of commodities with oil, natural gas, wheat and selected metals all having gotten more expensive. That's come as supply chain #inflation had already been rising. (3/6)
flexport.com/research/commo…
Read 6 tweets
A Alemanha sinalizou uma reviravolta nas principais políticas energéticas neste domingo, flutuando a possibilidade de estender a vida útil do #carvão e até mesmo das usinas nucleares para reduzir a dependência do #gas russo⤵️
A principal economia da Europa está sob pressão de outras nações ocidentais para se tornar menos dependente do gás russo, mas seus planos de eliminar gradualmente as usinas a carvão até 2030 e fechar suas usinas nucleares até o final de 2022 a deixaram com poucas opções⤵️
Em um discurso histórico no domingo, o chanceler Olaf Scholz definiu um caminho mais radical para garantir que o país a seja capaz de atender ao aumento do fornecimento de #energia e diversificar para longe do gás russo, que responde por metade das necessidades energéticas⤵️
Read 5 tweets
BREAKING: A gloomy, overcast day in #Kiev. #Ukraine's capital stands precariously at the edge of #war. #Russian president Vladimir #Putin declared a military offensive earlier today. There are reports of shelling, air strikes and casualties across Ukraine. A developing 🧵. 1/
Speaking to @SkyNewsBreak, a former Vice PM of #Ukraine warned that Putin won't stop at Kyiv. She reported shelling and bombing in Kyiv, where she resides, and appealed for swift, decisive action from the West. Notably, she mentioned the #SWIFT payments system as a tool. 2/
No one can doubt the resolve of the Ukrainian people in the face of adversity. But their #military is no match for #Russia. So cutting them off from the SWIFT payments settlement system could force the Russians into stepping back. But will the #US and #EU take that step? 3/
Read 62 tweets
What's going on with Russia and Ukraine?

@JacobShap breaks it all down for us

- Russia does not want to fight a war, but in order to force political and security concessions, it must convince the West that it’s prepared to fight.
1/6
2/6
-The implications of a full-scale Russian invasion would impact #oil, #naturalgas, #fertilizer, nickel, and wheat prices

-Russia has deployed over 100k soldiers to its border. According to the DoD, Russia is ready to invade with the goal of conquering the entire country
3/6
-According to Reuters, Russia has even shipped blood and medical supplies to the frontlines.

To counter the threat, the US has placed 8,500 troops on “heightened alert” (That’s less than 10% of Russia’s deployed strength… Putin must be terrified).
Read 6 tweets
In states where Utopian politics fought clean #naturalgas pipelines (to prevent those mean pipes from hurting us(

The PJM states are burning 3 Gigwatts of #Oil (and a bunch of coal too)

The North East is burning nearly 3.5 gigawatts of #oil

NY state looks like its burning...
...around 2 Gigawatts of #oil today (its very hard to tell because the NY ISO hides the information and hates admitting the failure of its Utopian plans).

Rounding up with data that's hard to get its fair to assume that close to 10 *gigawatts* of power around the Marcellus...
Natural gas mega field is from dirty #oil for power burn (including the NE ISO burning Residual Fuel oil which is the dirtiest kind) all because a few short range interstate pipes were stopped by Utopian politicians and Math and Physics ignorant activist groups.
Read 3 tweets
[#NATO war propaganda]
US orders families of #Kyiv #embassy staff to leave Ukraine | Jan 23
- In a travel advisory published on its website, the State Department said that there were reports Russia is planning significant military action against Ukraine.
p.dw.com/p/45xJq?maca=e…
The #misinformation spread by the British Foreign Office is another evidence that these are the #NATO countries, led by the Anglo-Saxons that are #escalating tensions around #Ukraine | Jan 24
-We call to stop provocative activities, stop spreading nonsense
cambodiantimes.com/news/272224137…
[War criminals: #NATO-#ISIS-#AlQaeda-#CIA]
We call on the British Foreign Office @trussliz to stop provocative activities, stop spreading nonsense and focus on studying the history of the Tatar-Mongol yoke” a representative of the Russian FM told | Jan 22
localnews8.com/news/2022/01/2…
Read 58 tweets
Daily Bookmarks to GAVNet 01/13/2022 greeneracresvaluenetwork.wordpress.com/2022/01/13/dai…
Inside the multibillion-dollar, Silicon Valley-backed effort to reimagine how the world funds (and conducts) science – Endpoints News

endpts.com/inside-the-mul…

#ScientificResearch, #ResearchFunding, #FundingFlows
Read 17 tweets
Daily Bookmarks to GAVNet 12/05/2021 greeneracresvaluenetwork.wordpress.com/2021/12/05/dai…
A Nitrogen Shortage is Brewing, So What Will it Take to Cure The World's Fertilizer Deficiency?

agweb.com/news/crops/cro…

#NitrogenFertilizer #NaturalGas #prices #shortages #CropYield #projections
Scientists Concerned About New COVID-19 Variant Detected in South Africa With High Number of Mutations

time.com/6124039/south-…

#COVID19 #evolution #variants #detection #transmissibility #virulence #PublicHealth
Read 13 tweets
High European gas prices has many reasons but one factor seems to be Gazprom's low storage fill in Europe. Is that really true? Let us look at the facts of @Gazprom's storage situation in Europe. 1/...

#EU #NaturalGas
Friendly reminder: The EU imports 33% of its natural gas consumption from Russia, i.e. Gazprom! So if gas is short in Europe, Gazprom does matter. 2/...
So can we measure the storage percentage fill of Gazprom? Yes, once we identified its locations. Specifically, they are Rehden, Etzel, Jemgum, Katharina in Germany, Haidach in Austria, Bergermeer in NL, Damborice in Czech & Banatski Dvor in Serbia. 3/..

Source: Gazprom
Read 12 tweets
Let's look at the EU gas situation (ex Serbia, Ukraine, Norway, CH). Overall, the seasonal %-fill for EU members (below) is lowest in a decade (yellow line). That will not change as we show below. Train left the station.

#NaturalGas #Europe
Meanwhile, the withdrawals of natural gas are coming in seasonally the earliest in a decade! Again, yellow line. If that trajetory (in GWh/d) remains, EU gas prices will hit record soon again. IMHO, a likely. We will see.
So is the gas coming overproportionally in? Answer: no, overall injection rate (in GWh/d) is in fact seasonally low. Only 2011 & 2012 were lower. However, ...
Read 11 tweets
⚡️China diz que cortes de #energia não atingirão as casas no inverno

A agência de planejamento da #China disse na 4ª-feira que o fornecimento de eletricidade será alto o suficiente para aquecer casas no norte do país durante o inverno, em meio a uma crise energética nacional...
que resultou em cortes de energia em algumas áreas. Zhao Chenxin, que chefia a CNDR, também disse que honraria suas metas de redução de carbono ao mesmo tempo em que aumenta a produção de #carvão para atender ao aumento da demanda por eletricidade.
“Ao todo, temos as condições, os recursos e a capacidade para garantir o fornecimento de aquecimento para o inverno”, disse Zhao. Enquanto as residências pagam um preço padrão para aquecimento e eletricidade, as fábricas pagam dentro de uma faixa que é 20% maior ou menor do que..
Read 9 tweets

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