enmanagers's profile picture. Keen energy analyst led by fundamentals and reason mostly. Working for utilities and industrials.

Energy Managers

@enmanagers

Keen energy analyst led by fundamentals and reason mostly. Working for utilities and industrials.

Energy Managers heeft deze post opnieuw geplaatst

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?

JavierBlas's tweet image. 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?


Energy Managers heeft deze post opnieuw geplaatst

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?

JavierBlas's tweet image. 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?

Energy Managers heeft deze post opnieuw geplaatst

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.

Tobias_Ellwood's tweet image. 👇
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


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.”

PolymarketIntel's tweet image. BREAKING 🔶🔶

Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”


Energy Managers heeft deze post opnieuw geplaatst

BREAKING 🔶🔶 Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”

PolymarketIntel's tweet image. 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



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photo for the history books

Rory_Johnston's tweet image. 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.



Energy Managers heeft deze post opnieuw geplaatst

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"

JulienHoez's tweet image. 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"


Energy Managers heeft deze post opnieuw geplaatst

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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