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From Energy Shock to Global Recession
1+ week, 4+ day ago (589+ words) Not Your Grandfather's Oil Disruption Many commentators have looked back to the 1973 oil embargo or the 1978 collapse of Iran to find episodes of disruptions that most closely resemble current events. However, the comparisons miss one important detail: the US was…...
A Multilayered Economic Shock
4+ day, 10+ hour ago (73+ words) Energy Intelligence A Multilayered Economic Shock - A ceasefire in the war in the Middle East may ease immediate disruption, but the shocks have already spread beyond energy to food, industry and transport systems. - Tight product markets " from fertilizers to diesel…...
Indonesia Feels Energy Shock as Budget Strains, LNG Diversions Deepen
4+ day, 16+ hour ago (63+ words) Energy Intelligence Indonesia Feels Energy Shock as Budget Strains, LNG Diversions Deepen Indonesia, home to the world's fourth-largest population, is scrambling to contain the fallout from the war in the Middle East as high oil prices, tighter LNG supply management…...
China's Low-Carbon Capacity Shifts From Problem to Opportunity
5+ day, 8+ hour ago (139+ words) Energy Intelligence China's Low-Carbon Capacity Shifts From Problem to Opportunity As the fallout of the Mideast war continues to impact oil and gas markets, China's problem of excess capacity in low-carbon manufacturing " known locally as "involution" " could be flipped into…...
India Takes a Hit as Middle East War Enters Second Month
1+ week, 5+ day ago (85+ words) energyintel. com India Takes a Hit as Middle East War Enters Second Month - The one-month-old war in the Middle East has thoroughly exposed India's soft, underprepared energy import underbelly. - High-risk crude supply sourcing, studded with discounts, was not backed by…...
Oil Markets Grapple With Still-Unclear Mideast Endgame
3+ week, 5+ hour ago (74+ words) Energy Intelligence Oil Markets Grapple With Still-Unclear Mideast Endgame Tensions in the Mideast remain sky-high despite the US and Iran stepping back from the brink of further escalation on Monday, with Adnoc CEO Sultan al-Jaber calling Iran's continued stronghold on…...
Hormuz Crisis to Boost Asia's LNG Supply Diversity Search
3+ week, 6+ day ago (55+ words) Energy Intelligence Hormuz Crisis to Boost Asia's LNG Supply Diversity Search Asian buyers are expected to cast a wider net on global liquefaction projects as they reassess their exposure to Middle Eastern LNG supplies following the unprecedented de facto blockage…...
Viewpoint: Hormuz Closure to Delay LNG Supply Glut Start
1+ mon, 3+ day ago (60+ words) Energy Intelligence Viewpoint: Hormuz Closure to Delay LNG Supply Glut Start The duration of the historic closure of the Strait of Hormuz and the production stoppage at Qatar Energy's Ras Laffan liquefaction facility will determine how much the expected LNG…...
Oil Markets Take Stock of Hormuz Closure Shock
1+ mon, 1+ week ago (340+ words) Energy Intelligence Oil Markets Take Stock of Hormuz Closure Shock Oil markets are coming to terms with one of the most serious Mideast supply disruptions on record: the closure of the Strait of Hormuz. High volatility, not a sustained dramatic…...
Oil Products Feel Knock-On Impacts as Hormuz Closure Holds
1+ mon, 1+ week ago (54+ words) Energy Intelligence Oil Products Feel Knock-On Impacts as Hormuz Closure Holds Oil prices remain highly volatile as market players digest the impacts " and potential longevity " of the de facto closure of the main transit route for nearly one-fifth of the…...