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#OilMarket
Philip Pilkington 1d

The author wrote that 5mbpd was under fire in Saudi Arabia, saying the country was “committing suicide” in the war and would soon have to begin selling its US Treasury bonds. #SaudiArabia #OilMarket #Geopolitics #SA

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Philip Pilkington 5d

The author said data from EIA and Kpler was badly out of alignment and that more datasets would be released soon, including Asian oil import figures they said could not be manipulated. They added that the new data would eventually show whether seriously questionable figures had been circulating. #EIA #OilMarket #DataIntegrity #AS

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Philip Pilkington 6d

The author said survey data showed prices rising and argued that the “OIL GLUT 2.0” narrative was pointless because inflation data was already beginning to reflect the impact of the Hormuz crisis. They added that bond markets were responding to the data, rather than to low-quality satellite images.

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Philip Pilkington 6d

The author claimed that oil was flowing into the sea, not smoke, and said this would significantly increase the global oil glut. They added that TankerTrackers had confirmed it as a major development in what they called the ongoing “englutification” of world oil markets.

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Philip Pilkington 6d

The author claimed that the growing number of “smoked tankers” had forced UK_MTO to report incidents with a delay because its system could not handle the volume. #Shipping #OilMarket #TradeNews #UK

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Donald J. Trump 1w

And we're not going to be doing the export ban, we're going to be doing what we're supposed to do. #G7 #OilMarket #DieselExports

G7 to release millions of barrels of oil and diesel after Trump threat
www.bbc.co.uk
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Treasury Secretary Scott Bessent 1w

We should not be left carrying the burden. #G7 #OilMarket #DieselExports

G7 to release millions of barrels of oil and diesel after Trump threat
www.bbc.co.uk
1933
E
Emmanuel Macron 1w

We will bring down the prices of petroleum products, particularly diesel. #G7 #OilMarket #DieselExports

G7 to release millions of barrels of oil and diesel after Trump threat
www.bbc.co.uk
1933
Ed Miliband 1w

We will stabilise energy supplies, build resilience in supply chains and shield households and businesses from price shocks. #G7 #OilMarket #DieselExports

G7 to release millions of barrels of oil and diesel after Trump threat
www.bbc.co.uk
1933
BBC 1w

The co-ordinated release is aimed at heading off further price spikes and avoiding a ban on US diesel exports. #G7 #OilMarket #DieselExports

www.bbc.co.uk
G7 to release millions of barrels of oil and diesel after Trump threat
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Philip Pilkington 1w

The author wrote that Brent had risen back above $100 and claimed the “OIL GLUT 2.0” operation had barely affected prices while causing deaths and devastation in the Middle East and serious reputational damage to Kpler. They also described those in control as incompetent. https://t.co/CdubkAofqB #BrentCrude #OilMarket #MiddleEast #ME

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Philip Pilkington 2w

1.1 million barrels per day of diesel lost from Middle East and Russia. Brutal. 3-5% if we count recent Russian losses. That is just diesel itself. It doesn’t count the losses of crude that provide feedstock for diesel production in the West. 🛢️📈 #Diesel #OilMarket #Russia #ME #RU

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Christophe Barraud🛢🐳 3w

🇺🇸 US Diesel Tops $6.50 a Gallon as Wars Worsen Global Crunch - Bloomberg https://t.co/neosRuD6iw #DieselPrices #GlobalCrisis #OilMarket #US

Philip Pilkington 3w

JP Morgan are saying this month pipelines and refineries start shutting down. Absolute energy apocalypse. It will take years to get back to normal. 🛢️📈📈📈 #EnergyCrisis #OilMarket #RefineryShutdowns #Therearenospecificcountrymentionsinthetweetprovided.Therefore #therearenocountrycodestoreturn.

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Philip Pilkington 3w

Random outage causes a loss of 11m barrels of fuel a day. The facility was probably running above capacity and broke. Crack spreads are going to scream.🛢️📈 #FuelShortage #CrackSpreads #OilMarket #Therearenospecificcountriesmentionedinthetweet.

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Philip Pilkington 4w

Interference in the oil markets has led to complete confusion amongst US businesses. They have no idea how to even set prices because of the antics in the oil futures market this summer. These interventions have screwed up price allocation across the board. 🇺🇸 https://t.co/gEyinaSeji #OilMarket #PriceAllocation #USBusiness #US

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Krzysztof Graj 4w

AFRICA DAILY REPORT — 15 SEPTEMBER 2026 Coverage: key developments identified in the latest 24-hour news cycle 1. SUDAN — WFP funding collapse threatens food aid Importance: 10/10 — CRITICAL The World Food Programme says its Sudan budget has fallen to roughly $206 million this year from $645 million last year, while nearly 20 million people face hunger. WFP says it needs almost $300 million more to sustain current operations. Funding constraints have forced the agency to concentrate assistance on about five million of the most vulnerable people, with roughly four million currently receiving partial rations. The funding shock risks deepening what is already one of the world's largest humanitarian emergencies. Source: Reuters, 14 Sep 2026 https://www.reuters.com/world/africa/world-food-programme-funding-sudan-plummets-more-go-hungry-head-says-2026-09-14/ 2. RED SEA / HORN OF AFRICA — Houthi advances increase pressure around Bab el-Mandeb Importance: 9.5/10 — CRITICAL Fighting in Yemen is intensifying along the Red Sea coast, with Houthi territorial gains creating additional risk around the Bab el-Mandeb shipping corridor. More than 82,000 people have reportedly been displaced since early September, and over 2,000 have crossed to Djibouti. For Africa, the significance extends beyond the humanitarian impact: disruption around Bab el-Mandeb threatens trade, fuel costs and shipping links serving East Africa, the Horn and the Suez route. Sources: Reuters/AP, 14 Sep 2026 https://www.reuters.com/world/middle-east/yemens-displaced-long-loved-ones-stability-houthis-advance-2026-09-14/ https://apnews.com/article/90dc86201ef51410ebcdd913837d741d 3. GLOBAL ENERGY / AFRICA — Saudi pipeline damage raises oil-price risk for African importers Importance: 9/10 — VERY HIGH Saudi Arabia's strategically important East-West oil pipeline is expected to remain largely out of service for three to five weeks after a drone attack. Oil prices rose as markets assessed the disruption alongside instability around Gulf and Red Sea routes. The consequences are especially important for oil-importing African economies, where higher crude prices can quickly feed into fuel costs, inflation, currencies and transport prices. Source: AP, 14 Sep 2026 https://apnews.com/article/8c18d82c109a8ea91347ce53c0096c53 4. SOUTH AFRICA — Rand falls sharply as oil prices surge Importance: 8.5/10 — VERY HIGH The South African rand fell around 1.1% against the dollar during Monday trading as rising oil prices increased pressure on Africa's most industrialised economy. South Africa is a major net oil importer and therefore particularly exposed to the current energy shock. The JSE Top-40 also weakened, while government bond yields moved higher. The development illustrates how the Middle East/Red Sea crisis is transmitting directly into African financial markets. Source: Reuters, 14 Sep 2026 5. DR CONGO — Ebola outbreak remains a continental-level health emergency Importance: 10/10 — CRITICAL The Ebola epidemic remains one of Africa's most serious current risks. The outbreak has spread to seven Congolese provinces, including Sud-Ubangi in western DRC, raising concern about further cross-border transmission toward the Republic of Congo and Central African Republic. Latest reported figures exceed 7,000 cases and 3,300 deaths. Conflict, displacement, health-worker strikes and population movement continue to obstruct containment. Sources: AP / public-health reporting, latest updates through 14 Sep 2026 https://apnews.com/article/58a2b25c752eaa8344ff16564a8e3547 6. EASTERN DR CONGO — Bukavu mourns 27 students killed in school fires Importance: 8/10 — HIGH Hundreds gathered in Bukavu for a mass funeral after fires at two neighbouring schools killed 27 students. The tragedy is particularly significant because it occurred in an already severely stressed city: Bukavu is controlled by the M23/AFC movement and local medical capacity is simultaneously under pressure from conflict and the Ebola epidemic. The disaster highlights the fragility of civilian infrastructure in eastern Congo. Source: AP, 14 Sep 2026 https://apnews.com/article/fd1aea4738a9a686fc6f0d45997a2be3 7. SOUTH AFRICA — Major road disaster kills at least 21 people in Western Cape Importance: 7.5/10 — HIGH At least 21 people were killed in a multi-vehicle collision on the N1 between Prince Albert and Leeu-Gamka in Western Cape. Two minibus taxis collided head-on before an SUV struck the wreckage. Together with another fatal accident near Ermelo, at least 29 people died on South African roads over the weekend, renewing scrutiny of road and minibus-taxi safety. Source: AP, 14 Sep 2026 https://apnews.com/article/9ae8e6beeb75cc307be24e15e9ec1fad 8. SUDAN — International leverage constrained as humanitarian needs rise Importance: 8.5/10 — VERY HIGH The widening humanitarian funding gap comes as diplomatic pressure on Sudan's belligerents remains limited. The UN Security Council recently extended the Darfur arms embargo only temporarily while members continue debating a U.S. proposal for a nationwide ban. Russia and China have raised objections to expanding the restrictions. The combination of weak humanitarian financing and diplomatic deadlock increases the risk of further deterioration. Sources: Reuters/AP https://apnews.com/article/fde2c6880c80343bebffb83c243fd3f4 9. UGANDA / SOUTH SUDAN — Climate stress is fuelling violence against traditional rainmakers Importance: 6.5/10 — SIGNIFICANT AP reports growing violence against traditional rainmakers in parts of Uganda and South Sudan as increasingly erratic rainfall damages subsistence agriculture. Farmers facing droughts, floods and crop losses have sometimes blamed spiritual practitioners for failed rains. The story is locally focused but illustrates a broader African security issue: climate disruption increasingly interacts with poverty, social tension and traditional belief systems. Source: AP, 15 Sep 2026 https://apnews.com/article/6080fa9dbc838ba75b9bab29cfd48fc9 10. AFRICA'S ECONOMIC OUTLOOK — Oil shock becomes the key near-term macro risk Importance: 8/10 — HIGH The combination of damaged Saudi export infrastructure, instability around Bab el-Mandeb and elevated crude prices is becoming an important macroeconomic risk for African oil-importing states. South Africa's currency reaction is an early indicator. If elevated prices persist, Kenya, Ethiopia, Morocco, Senegal and other net importers could face renewed inflation and balance-of-payments pressure, while African oil exporters could receive a revenue boost. This is a cross-cutting issue to watch closely over the coming days. Sources: Reuters/AP, 14 Sep 2026 TODAY'S ASSESSMENT The three developments with the greatest strategic significance are: (1) the sharp deterioration in humanitarian financing for Sudan; (2) the continuing Ebola emergency in DR Congo; and (3) the expanding Red Sea/Middle East energy shock, which is increasingly transmitting into African currencies, inflation and trade risks. #Africa #AfricaNews #TopNewsOfAfrica #Sudan #SudanCrisis #HumanitarianCrisis #WFP #WorldFoodProgramme #FoodSecurity #HungerCrisis #HumanitarianAid #RedSea #HornOfAfrica #BabElMandeb #Houthis #MaritimeSecurity #Shipping #GlobalTrade #EnergySecurity #OilPrices #OilMarket #AfricanEconomies #AfricanMarkets #EconomicRisk #Geopolitics #MiddleEast #EastAfrica #GlobalSouth #AfricaToday #wrldorg

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Christophe Barraud🛢🐳 Aug 24

🛢 *OIL MARKET'S 'SHOCK ABSORBER' IS WEAKENING, SHELL CEO SAYS - BBG *SHELL'S FOCUS IS AS MANY PRODUCT SUPPLIES AS POSSIBLE: CEO #OilMarket #Shell #EnergySupplies #Therearenospecificcountrymentionsinthetweetprovided.Thus #nocountrycodescanbereturned.

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D
der Standard Aug 15

Článek z The Economist uvádí, že Čína převzala kontrolu nad trhy s ropu od OPEC, což vedlo k tomu, že navzdory uzavření Hormuzského průlivu zůstávají ceny ropy relativně stabilní a importéři ropy se dosud nesetkali s vážným nedostatkem. #OilMarket #China #OPEC

www.derstandard.at
China has wrested control of oil markets from OPEC
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Philip Pilkington Aug 12

BREAKING! 🚨 Last night, via unknown means, the US regained control over the Hormuz Strait. OIL GLUT INBOUND! 🛢️🛢️🛢️🛢️🛢️🛢️ https://t.co/mic2wSJ5Mv #HormuzStrait #OilMarket #USControl #US

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