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Dan Tsubouchi @Energy_Tidbits

Chief Market Strategist, SAF Group, Energy Tidbits memo/blogs at https://t.co/x88dIP6FXc. On LinkedIn https://t.co/Aq25TlmN2g… safgroup.ca Calgary, Alberta Joined August 2018
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Dan Tsubouchi @Energy_Tidbits

18 minutes ago

UKMTO confirms #oil tanker Andromeda Star hit by Houthi missiles in Red Sea. #OOTT

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United Kingdom Maritime Trade Operations (UKMTO) @UK_MTO

12 hours ago

UKMTO confirms #oil tanker Andromeda Star hit by Houthi missiles in Red Sea. #OOTT

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Dan Tsubouchi @Energy_Tidbits

12 hours ago

Daily Europe air traffic still just below Covid. 7-day average got to -1.5% below Covid on Apr 22, but ended back at -3.2% below as of Apr 25. Vs 3.2% below Apr 18, vs 3.7% below Apr 11, 6.2% below Apr 4 and 7.0% below as of Mar 28. Thx @eurocontrol. #OOTT

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Dan Tsubouchi @Energy_Tidbits

13 hours ago

WOW! #Oil floating storage -32.67 in last 2 wks to 60.64 mmb Apr 26. Incl Asia -23.16 mmb, is this Iran cutting prices to find customers in China or India? Only been 11 wks in 60s/50s since Covid, IF not revised only behind 58.02 mmb on 10/20/23. Thx @Vortexa @business #OOTT

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Dan Tsubouchi @Energy_Tidbits

a week ago

WOW! #Oil floating storage -32.67 in last 2 wks to 60.64 mmb Apr 26. Incl Asia -23.16 mmb, is this Iran cutting prices to find customers in China or India? Only been 11 wks in 60s/50s since Covid, IF not revised only behind 58.02 mmb on 10/20/23. Thx @Vortexa @business #OOTT https://t.co/jawIT7caJs

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Dan Tsubouchi @Energy_Tidbits

13 hours ago

Energy Transition not working as planned = Increasing need for #NatGas. This is the age of natural gas! says $BKR CEO Simonelli The world needs reliable, affordable, 24/7 available #NatGas power especially with emerging data center/AI growth. See 👇Apr 24 tweet. #OOTT

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Dan Tsubouchi @Energy_Tidbits

3 days ago

Energy Transition not working as planned = Increasing need for #NatGas. This is the age of natural gas! says $BKR CEO Simonelli The world needs reliable, affordable, 24/7 available #NatGas power especially with emerging data center/AI growth. See 👇Apr 24 tweet. #OOTT

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Dan Tsubouchi @Energy_Tidbits

6 hours ago

Zero Out of Control Wildfires in Alberta as of 3pm MT. Plus precipitation expected across the province this weekend. Lets hope for more rain/snow to help the Being Held Wildfires #OOTT

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Dan Tsubouchi @Energy_Tidbits

10 hours ago

US gasoline prices down $0.02 WoW to $3.66. Now +$0.12 MoM and $0.02 YoY. California -$0.04 WoW, +$0.39 MoM to $5.40. Reminder US gas prices normally seasonally increase into June. Biden doesn't want $4 gas in election year. Thx @AAAnews #OOTT

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Dan Tsubouchi @Energy_Tidbits

15 hours ago

Post US aid deal, Ukraine resumes attacks on Russia's oil refineries, hitting Slavyansk refinery. Russia retaliates, hits Burshtyn thermal power plant in western Ukraine. Can't help think about 👇03/31 Must Read from @CroftHelima on risks from rising RUS/UKR attacks. #OOTT

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Dan Tsubouchi @Energy_Tidbits

4 weeks ago

Post US aid deal, Ukraine resumes attacks on Russia's oil refineries, hitting Slavyansk refinery. Russia retaliates, hits Burshtyn thermal power plant in western Ukraine. Can't help think about 👇03/31 Must Read from @CroftHelima on risks from rising RUS/UKR attacks. #OOTT

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Dan Tsubouchi @Energy_Tidbits

15 hours ago

Ukraine resumes attacks on Russia #Oil refineries. TASS confirms Slavyansk refinery was hit by multiple drones. TASS previously noted Slavyansk was 60,000 b/d. #OOTT

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Dan Tsubouchi @Energy_Tidbits

16 hours ago

great time of the year where the sun rises early looking over the Bow River in Canmore in 🇨🇦Rockies another cool late April day as it’s -1C and high of 3C today

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Dan Tsubouchi @Energy_Tidbits

a day ago

May not drive up #Oil prices but 321 crack spreads still positive support for WTI. 321 crack spreads widened $0.66 WoW to $28.96. Crack spread $28.96 still provides big margin for refiners and incentive to buying crude to maximize runs. #OOTT #Oil Thx @business

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Dan Tsubouchi @Energy_Tidbits

a day ago

Same Reality check on Direct Air Capture as 👇Mar 1 tweet! $XOM Q1, CEO Woods "our initial goal is to cut the cost in half, which will still be too expensive,.." Woods "focused on how we can make this [DAC] technology broadly applicable at a cost that society can afford" #OOTT

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Dan Tsubouchi @Energy_Tidbits

2 months ago

Same Reality check on Direct Air Capture as 👇Mar 1 tweet! $XOM Q1, CEO Woods "our initial goal is to cut the cost in half, which will still be too expensive,.." Woods "focused on how we can make this [DAC] technology broadly applicable at a cost that society can afford" #OOTT https://t.co/YvUlNk5jUl

Dan Tsubouchi retweeted
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Dan Tsubouchi @Energy_Tidbits

2 days ago

Houthis leader "There is a continuous effort to expand and strengthen Yemeni military operations in its new theater, which it extended to in the Indian Ocean, opposite the Gulf of Aden" #OOTT

Dan Tsubouchi retweeted
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Dan Tsubouchi @Energy_Tidbits

2 days ago

Why expect lower Permian #Oil growth in 2024! "at this stage it's just a hope because we don't really have any additional information than you or anybody else does” $HP, the largest Permian rig operator on if they expect more Permian rigs added back in H2/24. #OOTT

Dan Tsubouchi retweeted
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Dan Tsubouchi @Energy_Tidbits

2 days ago

More delays to growth in US residential solar. SunPower cutting ~1,000 staff ( >1/4 of total), "Specifically, we are winding down our SunPower Residential Installation (SPRI) locations and closing SunPower Direct sales." #NatGas will be needed for longer for power. #OOTT

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