Author: intent

China’s Tariffs Hit U.S. Coal, Oil, and LNG Exports

The effect of this primary tariff exchange was immediate, with Chinese energy traders beginning to redirect cargos of liquefied natural gas to Europe, which has been more than happy to take in any spare LNG as it reels from the first real winter in three years. Crude oil exports from the United States to China will also be affected by the 10% duty. According to some, however, the effect of the tariff war will be most palpable in coal.

Can Uruguay Strike Black Gold? Offshore Drilling in Focus

After decades of developing its renewable energy capacity, Uruguay is now looking to explore for oil and gas, having made no successful discoveries in the past. New hopes of offshore reserves have encouraged the government to welcome foreign oil majors into its waters to explore for crude, despite the potentially harmful environmental implications of these activities.

Natural Gas Prices Surge As Arctic Blast Fuels Demand

U.S. natural gas futures surged to $4.25/MMBtu in Wednesday’s session as Arctic cold boosts heating demand while potential freeze-offs threaten supply. An incoming Arctic blast is driving a surge in heating demand and also fueling concerns over potential production freeze-offs. According to Maxar’s latest forecast models, colder-than-expected temperatures are expected across the central and eastern U.S. through early March. Natural gas demand has been surging, with consumption currently at 122.9 Bcf/d, good for a 21% Y/Y increase.

Energy Traders Reduce Risk Exposure Amid Trump Chaos

U.S. President Donald Trump has kicked off his second term with a bang, launching the most systemic and aggressive makeover of the American government. Trump and his allies have moved at lightning speed to force out longtime civil servants by launching a legally suspect buyout program, firing federal prosecutors who worked on criminal cases against Trump, and even attempting to unilaterally shutter the foreign aid agency USAID.

Namibia Tempers Oil Expectations After Recent Drilling Campaigns

When TotalEnergies and Shell made offshore discoveries there in 2022, the sparsely populated African country aspired to develop its resources quickly before a global energy transition lowers demand for crude. But recent results from offshore fields have brought on a more measured view, and central bank Governor Johannes !Gawaxab says expectations should be dialed back.