Energy Managers (@enmanagers) header
Energy Managers (@enmanagers) profile picture

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

Prague, Czech Republic
Joined October 2014
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Energy Managers retweeted
Brent prompt month will expire soon. The 2-3 timespread is still hanging on.
Seeing real weakness in timespreads now. Physical oil market is loosening.
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Energy Managers retweeted
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. My doorstep ahead of today’s Foreign Affairs Council ↓
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Energy Managers retweeted
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?
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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.
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BREAKING 🔶🔶 Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”
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Energy Managers retweeted
photo for the history books
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Energy Managers retweeted
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.
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Energy Managers retweeted
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 💪🇪🇺
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The European gas market is still on edge 👀👇 📈 Futures just surged 20% with little change to supply/demand fundamentals 🤷 Possible catalysts could be the Saudi oil cut or fears that Asia will pull away LNG. But the outlook is still pretty bearish bnnbloomberg.ca/european-nat…
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Energy Managers retweeted
🇩🇪Scholz working to save the economy from recession. That was fast.
#Germany says Putin is backing off his demand that foreign buyers of #Russia's gas pay for it in Rubles. The Russian president spoke w/Germany’s Olaf Scholz. G7 leaders have refused to cave to the demand. bloomberg.com/news/articles/…
Sat GasDay-1: Only a ~1mcm westbound renom at Mallnow and Velke tumbles to 50mcm having been closer to 83mcm on NYE. Happy New Year! #natgas #Gazprom
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Ce qui nous donne 51500MW de dispo prévisionnelle sur Janvier 2022... La marge de manœuvre devient très très faible, des tensions pourraient apparaitre dès une température 2 à 3 degrés sous les normales de saison.
Extension de l’arrêt des réacteurs de Civaux et arrêt des deux réacteurs de Chooz les 16 et 18 décembre
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Day-ahead #natgas nominations for delivery 1-Nov pretty similar. Mallnow westbound remains at zero. Velke’s Monday nom rises to almost 67mcm. #Gazprom #ONGT 👻
Yikes. On 31-Oct, zero westbound #natgas nom at Mallnow along Yamal-Europe, so again in physical reverse flow mode back to Poland from Germany. Velke Kapusany nom into Slovakia from Ukraine just 62mcm, lowest since mid-March. Happy Halloween. 🎃 #Gazprom #ONGT
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Energy Managers retweeted
EU27 diplomats will be briefed at 1830 (CET) by Team Barnier on the UK's "two borders, four years" plan
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Energy Managers retweeted
Hearing now that the EU has yet to receive the UK text; now expected mid to late afternoon...
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Commission announces Jean-Claude Juncker will speak to PM Johnson at 5.15pm. He will call Angela Merkel just before that. Spokeswoman says Brussels hasn't received the UK's text but will examine it in line with its well known preconditions for a solution to the Irish border.
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Energy Managers retweeted
BREAKING: ⬆️ Brent crude up $10.94 (or 18%) to $71.16 a barrel as market opens in the wake of the Saudi attacks #OOTT #SaudiArabia #oil – at South East, England
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Energy Managers retweeted
Pound plunges on reports Boris Johnson set to ask Queen to suspend parliament over Brexit bloom.bg/2PdwSrN
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No a great day for #OPEC: Brent and WTI crude #oil flat prices are down; Brent time-spreads are also falling, and physical differentials are also weaker (particularly sour GoM market, and that's despite Venezuela impact). #OOTT – at Vienna, Austria
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Energy Managers retweeted
U.S. CRUDE STOCKS LAST WEEK FELL BY THE MOST SINCE SEPTEMBER 2016 - EIA
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