Energy&Gas Market Analyst at Synthos. Opinions my own
Joined May 2021
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Norbert Talik retweeted
📈 Asia LNG prices are near a four year high 📈
What's going on?
🚢 LNG flows through Hormuz remains disrupted (20% of global supply)
🇮🇳 Pockets of Asian demand (India, China) threaten to pit the region against Europe for spare supply
🇪🇺 EU storage is low before winter
Norbert Talik retweeted
Super El Nino is goign away quickly - suddently - according to NOAA. What a change in forecast
Norbert Talik retweeted
BREAKING: Egypt officially deploys troops to Saudi Arabia to fight Yemen's Houthis, with the National Defense Council approving it, and parliament holding an emergency session this afternoon, per MP Bakry.
It makes Egypt the largest Arab state to commit troops against the Houthis.
Egypt now enters a war against the force controlling Bab el-Mandeb, putting the Suez canal in play.
Norbert Talik retweeted
A small skiff fired shots at an LNG tanker south of Yemen, UKMTO reports 🚢 ⚠️
LNG carrier’s security team fired two warning shots at the small craft
Norbert Talik retweeted
South Korea plans to depend more on coal this winter to conserve LNG supplies amid the ongoing Hormuz disruption 🇰🇷🪨
💰 Winter gas consumption has “a considerable impact on electricity prices,” said Energy Minister Kim. LNG prices are near a 4-year high
bloomberg.com/news/articles/…
Norbert Talik retweeted
The container ship that sank this morning in the southern corridor of the Strait of Hormuz is the UAE-owned "GFS PRIDE", that was sailing with AIS switched off since 10 days.
Norbert Talik retweeted
GOOD NEWS FOR THE GAS MARKET: Weather models are pointing to a broadly warm winter across Japan, South Korea and parts of China ☀️👀
These three countries are the world's top LNG importers. So any drop in demand will help free-up supply for Europe
bloomberg.com/news/articles/…
Norbert Talik retweeted
NEW: According to the UKMTO, SIX VESSELS were struck yesterday in the Strait of Hormuz by Iran.
This is the highest number of the ENTIRE war…
Iran was just taking it easy on the United States.
Norbert Talik retweeted
⚡️BREAKING: Iran has released Footage showing a Third Supertanker engulfed in Flames near the Strait of Hormuz
In the span of two days, Iran has Hit Three Supertankers, removing 6 Million Barrels from the Global Market
Norbert Talik retweeted
Indian factories, smelters and households are being hit by blackouts and rising energy costs as coal inventories plunge 🇮🇳 ⚡️
⚠️ The grid has faced an average shortfall of nearly 4GW/day in the first 10 days of October
bloomberg.com/news/articles/…
Norbert Talik retweeted
Saudi exports out of Yanbu have dropped significantly. There is only one VLCC loading at this Red Sea port, and nothing at the southern export berth either. Something likely happened to the East-West pipeline or at Abqaiq for exports to drop this much again.
Norbert Talik retweeted
Co najmniej 12 osób zginęło a 309 zostało rannych w ataku Huti na międzynarodowe lotnisko w stolicy Arabii Saudyjskiej.
Norbert Talik retweeted
BREAKING: Ukraine has just struck the NZNP Rostovsky oil products export terminal in Rostov-on-Don and set it ablaze, hours after the US-Russia diesel deal and Trump lifting sanctions on Russian fuel exports.
This is a products export terminal, exactly where the diesel would leave Russia under the deal.
Ukrainian military sources said earlier today that the Trump administration's attempt to use Russian diesel to lower US prices before the midterms "will bear no fruit."
Norbert Talik retweeted
Two tankers hauling US LNG diverted toward Europe in recent days as Asian demand dipped 🚢 🇪🇺
Competition between Europe and Asia for LNG this winter could intensify when colder weather drives up gas demand, especially as Hormuz remains disrupted
bloomberg.com/news/articles/…
Norbert Talik retweeted
U.S. GULF SHUTS DOWN 72% OF OIL PRODUCTION
The U.S. Gulf of Mexico has shut in 71.5% of daily oil production and 58.8% of natural gas output, according to the Marine Minerals Administration.
Personnel have been evacuated from 129 offshore production platforms, representing nearly 35% of manned facilities.
The widespread shutdowns highlight major disruptions to U.S. energy supply amid severe weather conditions.
