Energy Managers
@enmanagers
Keen energy analyst led by fundamentals and reason mostly. Working for utilities and industrials.
Dit vind je misschien leuk
Europe has always supported efforts for a just, comprehensive and lasting peace in Ukraine. But for any plan to work, it needs Ukrainians and Europeans on board. In this war, there is one aggressor and one victim. So far, we haven't heard of any concessions from Russia's side.…
Setting up a trade lever pre APEC summit on 31 Oct, exactly as Xi has done with the critical minerals control measures.
U.S.-China trade war 2.0 (or is it 3.0?) President Trump announces 100% tariff on Chinese products over and above current rates. Plus software export controls. But note none are effective for another three weeks. Negotiations?
U.S.-China trade war 2.0 (or is it 3.0?) President Trump announces 100% tariff on Chinese products over and above current rates. Plus software export controls. But note none are effective for another three weeks. Negotiations?
Iranian cargo ships have been transfering massive amounts of sodium perchlorate, a key material used for solid-fuel ballistic missiles, from China to Bandar Abbas.
US President Donald J. Trump might be seeing through what every European has long seen. Maybe we might be in for a positive change in US approach towards hostile, land-grabbing Russia. Big implications for energies, security, balance of power.. #Gas #TTF
Trump: There was no reason for Putin to be shooting missiles into civilian areas, cities and towns, over the last few days. It makes me think that maybe he doesn’t want to stop the war, he’s just tapping me along, and has to be dealt with differently, through “Banking” or…
Or President Trump realized that "peace" is not going to happen and will "let Ukraine fight on" by letting them purchase US arms. This is no return to a "friendship" status between US and EU of the past, but still a good day for Europe
👇 Putin will be delighted. Europe's left to go it alone. World Order continues to crumble.
Or President Trump realized that "peace" is not going to happen and will "let Ukraine fight on" by letting them purchase US arms. This is no return to a "friendship" status between US and EU of the past, but still a good day for Europe.
What did I tell you? #NotGonnaHappen #TTF #Gas
Russia has rejected the 30-day ceasefire in Ukraine proposed by the US. Yuri Ushakov, Putin's foreign policy advisor, says this would be “nothing other than a temporary breather for Ukrainian troops.”
Yes of course, Trump does not like to have blood on his hands. The media coverage regarding Kursk helped a lot. Lets see how it goes with the ceasefire though 🧐#NotGonnaHappen #TTF #Europeans
Trump says U.S. is close to lifting pause on intel sharing with Ukraine. My report on @axios axios.com/2025/03/10/tru…
Guess which move would benefit the "LNG marketer in-chief" the most? I think that Arctic LNG 2 will not be coming back and other large projects might come under sanctions. Beautiful political & financial move, as Trump likes it. #TTF #DonaldTrump
BREAKING 🔶🔶 Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”
BREAKING 🔶🔶 Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”
An idea why Russian LNG tankers from Yamal started flocking to European shores? #TTF @SStapczynski @ira_joseph @JavierBlas
As expected, those estimates will probably need some refining after today #NotGonnaHappen #TTF #Gas #Ukraine
EUROPEAN GAS: The BIG question being asked over and over right now is whether Russian gas returns to Europe in meaningful volumes post-ceasefire. Equinor sees 35 Bcm/year coming back, while Uniper and RWE today both had views to share. All news available on Platts Connect. #ONGT
photo for the history books
It was very clear that Zelenskyi refuses to give up to Russia and became obstacle. Trump & Putin both want to topple him and reach a quick "ceasefire" deal. Painting him as a warmonger is a part of this shameful strategy. #ONGT #TTF #NoDeal #NoRussianGas
you’ve never seen a public beating by the american president of a wartime ally like this before. as stunning as the vance munich speech, but this time directly by the us president.
you’ve never seen a public beating by the american president of a wartime ally like this before. as stunning as the vance munich speech, but this time directly by the us president.
Hurray, now reach to Kyiv and negotiate future gas supplies from Ukrainian reserves to integrate Ukraine and strengthen Europe! #TTF @_FriedrichMerz
Friedrich Merz has apparently been posessed by Charles de Gaulle, and i'm 100% here for it: "for me it is an absolute priority to strengthen Europe as quickly as possible, so that we achieve independence from the US"
Merz, up until now a committed Atlanticist, just said that Germany can no longer rely on America and that the only way forward is a strong Europe After 4 years of wishy-washy commitment from the EU's biggest country, this is absolutely what Europe needs to hear 💪🇪🇺
Can someone tell me why Europe did not offer Ukraine another deal that will benefit EU and Ukraine in the long term (i.e. more guns/troops mainly for gas?) The fear must stop. reuters.com/world/trump-sa…
Possible change of government in Ukraine (still very early obv.) will have many implications for EU energy markets in the future. Lower prices, but not a pretty outlook on fragmented EU #TTF #EUgas #Politics
The separation of two tracks—Russian-American relations and the war in Ukraine—is the main outcome of the talks in Riyadh. This is a favorable result for Moscow from Putin’s perspective. While each track will inevitably influence the other, the division remains beneficial.…
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Dit vind je misschien leuk
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