It is rare for German chancellor Merz to so openly criticize the Trump administration. He exactly puts the finger into the wound and correctly states that we have no shortage of oil. Throwing Russian oil into the market will only fill Putin’s pockets, without denting the oil price.
India launches tender for 1 GW round-the-clock renewable power www.pv-magazine.com/2026/03/12/i... - the combination of PV and battery will emerge to the backbone of the energy system of #India: www.nature.com/articles/s41...
Any animal really, you just read up on it. And bookshelves are a surprisingly versatile resource to be furnished into weaponry. Statistically speaking, mountain lions and sabre toothed tigers are the ones to look out for.
Thanks. That would be counterproductive. What do you think is the risk that U.S. based LNG suppliers will try to renege on long term contracts in order to achieve a higher spot price? That happened in ‘22.
Do we know whether the comment has been triggered by something specific? Supply constrained, demand inelastic markets are a suitable feeding ground for market abuse as even small manipulative actions can have a big impact. Last time around there were some rough plays.
Rightly so. One must not give AOC any more arguments against the inevitable, costly yet well-deserved next bailout. That is a cardinal sin.
#FriedhelmMerz says US decision to ease sanctions on Russia is ‘wrong’. “The overriding suggestion is: when will this war end and what strategy will be used to bring it to an end? These questions have not really been answered.” www.ft.com/content/d213... #DonaldTrump could you answer, please?
Debt/EBITDA stats on new private credit loans of 5.0x are based on adjusted EBITDA.
What if measured against actual EBITDA? 6.9x!
www.ft.com/content/ec56...
Relative to the situation a priori, extremely few wars have actual winners. The winning strategy is usually to not start them.
Getting a heat pump with a battery, which are declining in cost, makes sense as you can move to a time of use tariff. It also reduces necessary grid investment so there should be some money to support battery installations.
Man muss dem Herrn Merz mutiges Führungsverhalten zuschreiben. Er übernimmt für das Verhalten seiner Untergebenen volle Verantwortung und ergreift nicht direkt bei jedem kleinsten, wirtschaftszerstörenden, geopolitisch untragbaren, selbstverursachten Fehler seiner Minister personelle Konsequenzen.
The US probably did not want to see the Strait closed but likely didn’t mind rattling the cage a bit to show OPEC who is boss. OPEC’s expansion of production was depressing prices and putting U.S. shale (and Russian exports) at risk. In the US’ view, it is OPEC’s responsibility to keep prices high.
“Top Trump officials acknowledged to lawmakers during recent classified briefings that they did not plan for the possibility of Iran closing the Strait of Hormuz in response to strikes”
edition.cnn.com/2026/03/12/p...
Vielleicht liegt es aber gar nicht an den Presseleuten...
www.spiegel.de/politik/deut...
The Fed is buying T-Bills and the Treasury is relying heavily on short dated issuance to keep the long-end calm. Put together that’s already QE.
Maybe China will see the need to get more involved in the diplomatic process once its oil reserves are running low. The US is likely losing a substantial amount of goodwill in the Gulf at the moment and CN could seize the opportunity to degrade the US’ influence in the region, forcing Trump’s hand.
The question is how much costs a subsidy now is going to avoid in terms of direct energy support for this energy crisis and the next, grid build out, and CfD drag.
.. support, co-investment by those who can afford it, overbuilding capacity, the promise of a grid connection and the benefit of ancillary services, suppliers might be interested. For everyone else, it will reduce peak load, gas peaker usage and RE curtailment.
If one could add sufficient batteries to the grid connection of a housing estate/local area, then the price at which one could offer electricity is, lets say, 18p instead of 27p by timing charge/discharge just looking at floating retail prices. There is probably more money in it. With some ..
.. crisis would consist of just throwing money at it without structurally improving the underlying economics.
How well can the household consumption of a sufficient number of locally clustered household be predicted? If it is well behaved, then those households could be offered a lower tariff if paired with battery containers with no smart meters needed. It would be a shame if the response to the energy…
The singing may be a bit on the chromatic side and the glasses are either too timid or not enough over the top, but it is a decent absurdist satire about the current state of the world of investment. Mercifully subtle enough not to go all out on data centres in space.
Even if the situation should turn out ok, which is a somewhat optimistic assumption, what would Trump do next? Cause he ain’t gonna stop.
The EU is not meaningfully reducing methane usage, it has diversified import sources. The question is whether there is sufficient slack production capacity to offset the Gulf. Export capacity in the U.S. is coming online but production capacity is not and domestic U.S. price rises may curb exports.
One should also consider the cost oil price volatility imposes. All else being equal, it increases the risk premium a rational investor should ask for and, consequently, the efficient breakeven rationale to migrate to less uncertain energy sources is different than first order economics.
Bond investors should take note because, if the energy crisis intensifies and politicians are unable to act rationally with respect to overall economic and social welfare, we will likely see a sovereign debt crisis and a substantial resurgence in populism.
The best heuristic I could find is to assume that people lie all the time so decision making is a black box. To find the driver behind a decision means finding out who benefits and work backwards from there. With E-Fuels and H2 boilers in homes the lies are so stupid, they aren’t even trying.
Thanks. So SRTs mostly cover a bank’s ‘vanilla’ loan portfolio?
Germany’s reform of the Heizungsgesetz was written by the oil and gas industry and is energetically a sad joke. There should be armies of engineers installing heat pumps, alas, new gas boilers, which create demand that cannot be curtailed, can be installed. Some efforts are incoherent and unserious.
It may be prudent to develop plans internationally now which do cater to a prolonged disruption and prioritise demand to reduce the overall economic and social impact. Even if there is enough gas, eventually someone will panic, they always do, and lift the whole inelastic market.
