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As the war in the Persian Gulf between U.S.-Israeli forces and Iran intensifies, the German government—led by the center-right CDU/CSU—is no longer concealing its desire to return to nuclear energy. Over the last few weeks, Energy Minister Katherina Reiche has intervened twice:
Using a limited number of assets in the first days of the war, the Iranians have been able to coerce and deter global energy stakeholders from transiting the Strait unless they seek an accommodation with the regime in Tehran. According to data released by Bloomberg, only 20% of
These are part of a bid to prevent Moscow from profiting from the ongoing war against Iran and price spikes on global oil markets.
Amid the ongoing war in the Persian Gulf between the U.S.-Israel alliance and Iran—the most severe threat to global energy security in decades—it is now the sheer force of nature alarming global markets and placing unprecedented pressure on prices.
As we enter the fourth week of the U.S.-Israel war against Iran, we are experiencing an acceleration of events that could be described as turning points in this energy war, leading toward a significant escalation in both rhetoric and action.
As urea is produced primarily from natural gas, the seaborne fertilizer market has been thrown into chaos by the war.
The Meloni government is accelerating dialogue with international partners in a bid to develop new power plants as soon as possible. According to the Italian Minister for Environment and Energy Security, Gilberto Pichetto Fratin, Italy should restart a programme to construct new
There appears to be no end to the escalation of the energy war unfolding in the Middle East. Speaking to the press late Friday, the U.S. President stated that the military targeted all military installations on Kharg Island, claiming to have “totally obliterated every MILITARY
The British major Shell has communicated to clients who entered into contract with the company that the same will be unable to deliver Qatari LNG to clients.
Yesterday, speaking to Kremlin-aligned media, the Russian President alluded to the possibility of halting gas exports to the EU abruptly: "If they're going to shut us down in a month or two anyway, wouldn't it be better to stop now and go to countries that are reliable partners?
Unable to store additional oil in strategic reserves and state-owned or privately-owned facilities, they will soon be forced to halt production at some of the largest oil fields on earth.
Do coincidences happen in energy geopolitics? I honestly don’t think so. Yesterday, Iranian drones targeted and hit two of the largest facilities for LNG production in the world, paralysing Qatar’s LNG operations and causing exports to cease completely.
In a recent article from the New York Times—certainly not a Kremlin mouthpiece—reports that Gentry Beach, an American hedge fund and private equity investor with personal connections extending to Donald Trump Jr. (the President’s eldest son), has signed an agreement with
https://twitter.com/Frank_Stones/status/1987858124682789046
For the first time in many years, the @IEA acknowledges that the energy transition is not evolving as expected and that the demand for hydrocarbons, and particularly Oil & Gas, could outpace expectations, determining new strategic concerns for producers and consumers.
https://twitter.com/Frank_Stones/status/1958118271380602967
From
https://twitter.com/Frank_Stones/status/1941821233953116552
The electricity grid of The Netherlands is in big trouble. This is not the story you would expect from one of the countries in the EU which abandoned gas production from the largest field in 2023 to electrify energy consumption and switch to decarbonising many industries.
Any attempt to close Hormuz to ship transit would be a massive retaliation against the🇺🇲United States, which this night attacked Iran's nuclear facilities through cluster bombs and submarines deployed in the Middle East, del facto entering the war along with🇮🇱Israel, but also
https://twitter.com/Frank_Stones/status/1934256289711894831
Israel's Iron Dome is not flawless, this is what the IDF and government always said about the defence system developed in a decade and protecting Israel from aerial attacks. Iron Dome has been fundamental over the last nights as Iran attempted to penetrate it by launching waves
https://twitter.com/Frank_Stones/status/1916832463436873987
According to REE, the operator of the Spanish grid, the giant blackout of yesterday, one of the most spectacular failures of the European energy systems in the age of electrification, was caused by the sudden disconnection between the Spanish and French electricity grids.
https://twitter.com/Frank_Stones/status/1906632414606008759
The North German Plains, a huge landmass stretching from Germany's cities of Lipsia and Dortmund to the port cities of Hamburg and Rostock could contain massive amounts of lithium, an essential critical raw material required for the energy transition.
https://twitter.com/Frank_Stones/status/1891830264612991147
President Putin said that "Attacks of this kind are impossible without space reconnaissance. Ukraine receives high-precision data on the targets only from its Western allies."