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India's ability to capitalize on discounts on Venezuelan crude is limited by technical refining constraints. Meanwhile, high costs mean US crude remains an opportunistic purchase for Indian refiners: bit.ly/3UcSmrh
Mexicoโs Pemex has cut debt to $77.5B and returned its refining segment to profitability. But with upcoming debt repayments, operational setbacks, and an uncertain exploration outlook, can it be financially self-sufficient by 2027? bit.ly/3UazR6O
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๐ ๐๐
๐ฝ๐น๐ผ๐ฟ๐ฒ ๐ผ๐๐ฟ ๐๐ฃ๐: ๐ bit.ly/3U6b2sx
Hormuz Attacks Hit Crude Flows, Testing Even Risk-Tolerant Shippers: bit.ly/3VQppSp
As US Scrambles for Solutions, Global Diesel Dilemma Only Grows: bit.ly/3U0SGsT
Sanctions Bedevil US-Russia Energy Plans: bit.ly/4yOfprr
Ethiopia and Laos are accelerating their shift to electric vehicles (EVs), introducing internal combustion engine (ICE) vehicle import restrictions to reduce dependence on imported oil and strengthen energy security: bit.ly/47ovGHt
A year after US sanctions targeted its overseas assets, Lukoil is pressing ahead at home. New production, expanded exploration and stronger H1 profits signal continued momentum despite international uncertainty. bit.ly/4ynn3YU
The European Commissionโs new joint energy procurement initiative has caught the blocโs energy department unawares and is unlikely to gain traction: bit.ly/47WUKWe
Supply disruptions caused by the Mideast crisis are encouraging traditional project-specific #LNG sellers to build out their portfolios through third-party offtake, addressing buyersโ concerns about overreliance on a single project supply source. bit.ly/4hLCrJy
Long seen as a low returns business, TotalEnergies' Integrated Power division now offers a fast-growing source of profits and added resiliency, its CEO says.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ป๐ฎ๐น๐๐๐ถ๐: bit.ly/4hLCrJy
BP is cutting its net debt and liabilities well ahead of schedule โ Meg O'Neill's priority since becoming CEO โ and will host a mid-December strategy update.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ฟ๐๐ถ๐ฐ๐น๐ฒ ๐๐ผ ๐น๐ฒ๐ฎ๐ฟ๐ป ๐บ๐ผ๐ฟ๐ฒ: bit.ly/4hSv2a4@
With huge demand growth from LNG exports essentially locked in, industry stakeholders are not overly concerned about a potential slowdown in AI-related power demand.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ป๐ฎ๐น๐๐๐ถ๐: ๐ bit.ly/4yLyCtE
After satisfying domestic demand, Russia has some 200,000 b/d available for export, Energy Intelligence estimates, provided Ukraine doesn't knock out more refineries.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ฟ๐๐ถ๐ฐ๐น๐ฒ ๐ณ๐ผ๐ฟ ๐บ๐ผ๐ฟ๐ฒ ๐ฑ๐ฒ๐๐ฎ๐ถ๐น๐: bit.ly/4ebBWpN
Global electrification is picking up speed โ not due to climate policy โ because it is more secure and increasingly cheaper than fossil fuels.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ฟ๐๐ถ๐ฐ๐น๐ฒ: ๐ bit.ly/4jTrTt1
After seven months of war, the Mideast conflict continues to underscore that #energy system resiliency cannot be taken for granted. But executives attending the Energy Intelligence Forum 2026 in London this week struggled to reach a... Read more > bit.ly/4hU1UiC
ExxonMobil is leading the renewed exploration push, favoring direct negotiation and early entry when an area piques its interest. Energy Intelligence spoke with the company's exploration head, John Ardill, to learn more about its renewed hunt for reserves. bit.ly/4B1sEXa
At ADIPEC, the worldโs energy decision-makers, innovators and policy leaders will come together to align strategies, exchange insight and shape the industryโs future.
Join conversations driving global energy transformation. Register to visit: bit.ly/4yIYjeG
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A sincere thank you to all our partners for their support and contribution to the 47th Energy Intelligence Forum in London.
We look forward to building on this success and continuing our collaboration in 2027!
#EIF2026

ALT Energy Intelligence Forum 2026 banner showing appreciation to partners. Logos featured include Aramco, McKinsey & Company, Carlyle, TotalEnergies, PETRONAS, ConocoPhillips, Chevron, Oxy, ExxonMobil, McDermott, BofA Securities, GL, Phoenix Energy, Crescent Petroleum, bp, moeve, and Baker Hughes. XRG logo is also included.
The US-Iran conflict has cast a pall of uncertainty over the regionโs #energy sector, triggering an unprecedented global supply shock and a scramble to get trapped resources to the market via alternative routes while raising big questions... Read more >bit.ly/4e3nOPi

ALT The image features a banner for Energy Intelligence titled "Mideast Crisis Energy Implications Taking Shape." It includes a map highlighting Iran with a red glowing target. Text mentions the rewards for many IOCs and consumer behavior impacts. The top right has a red label reading "The Big Picture." A prompt at the bottom invites viewers to read a full analysis on energyintel.com.
Congratulations to ๐ ๐ถ๐ธ๐ฒ ๐ช๐ถ๐ฟ๐๐ต, Chairman and CEO of #Chevron, on being named ๐๐ป๐ฒ๐ฟ๐ด๐ ๐๐ป๐๐ฒ๐น๐น๐ถ๐ด๐ฒ๐ป๐ฐ๐ฒ'๐ ๐๐ป๐ฒ๐ฟ๐ด๐ ๐๐
๐ฒ๐ฐ๐๐๐ถ๐๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ฌ๐ฒ๐ฎ๐ฟ ๐ฎ๐ฌ๐ฎ๐ฒ.
A well-deserved recognition of his contribution to the sector.
#EIF2026




















