Energy markets
11 Threads
Finding freely available industry research can be challenging, which is why every quarter I share all the industry deep dives/primers I come across with you. So, here is the new l...
Electricity Regulator (CERC) has come out with a discussion paper on market coupling. CERC has invited comments in the said paper Thread on my comments on market coupling and imp...
New Delhi:β Indian oil refineries have started paying for Russian oil imports in Chinese Yuan, for first time. β Earlier, Russia had refused to trade in Indian rupees & asked Ind...
1. Scrubber-equipped VLCCs to remain in the money. Latest data suggest that 426 VLCCs representing almost 50% of the fleet are now scrubber equipped while another 14 units are sla...
People think the energy crisis is just a blip in the transition to renewables, but it's not. Europe faces rapid de-industrialization & stagflation. Governments are taking over ener...
Part 7 of IEX Annual Meet on 7th September 2022 Q&A with Analysts & Investors Arguably the best and the most important part.π https://t.co/i3K65NprCA
1/4 The initial margin for Dutch (TTF) natural gas futures jumped from β¬2,880 in May 2021 to its current level of β¬51,120. https://t.co/mnQSi5PN52
Thread π₯ Random thoughts on energy markets: What if the war in #Ukraine ends? #Russia 1- This is a touchy subject. Everyone has a different opinion from others. This thread is not...
Who buys Russian fossil fuels in the first 100 days of the invasion of Ukraine? By country, China tops the list. By continent, Europe by a long shot (namely Germany & Italy) & mor...
Russiaβs demand that the European Union pay for its gas exports in rubles could shake up the global economy, undermining Western sanctions and forcing Europe to decide if it truly...
Russia and Ukraine have been embroiled in a war. What does this mean for the energy markets? How does it affect oil import-dependent countries like India? A short thread to unde...
