Seth Haskell @haskelltseth
Doing energy analysis London Joined March 2022-
Tweets405
-
Followers330
-
Following63
-
Likes119
There's been a quiet vibe shift in the hydrogen sector. In 2021 (left) Hydrogen Councill was projecting $2/kg by 2027 in optimal, and 2040 in average locations. In 2024 (right), same Council doesn't see $2/kg until 2035 in optimal locations. Average locations not before 2050.
Feb tends to be lowest month for gas consumption in India and Aug the highest with about 21% more consumption relative to Feb. Data from 2019-2023 but excluding 2020 and 2021 for pandemic reasons. Jan as second highest month for consumption is surprising to me. Source is PPAC
Feb tends to be lowest month for gas consumption in India and Aug the highest with about 21% more consumption relative to Feb. Data from 2019-2023 but excluding 2020 and 2021 for pandemic reasons. Jan as second highest month for consumption is surprising to me. Source is PPAC https://t.co/Y4gDBBw95u
The UK will allow new gas-fired power plants to be built into the 2030s in order to keep the lights on 🇬🇧🏭 ⚡ The move appears to backtrack from goal to have a net-zero grid by 2035 🤔 New gas plants must be "net zero-ready" or convertible to hydrogen bloomberg.com/news/articles/…
Very surprised by this chart from JP Morgan's Electravision report. China is more electrified than the United States despite it's share of industry in GDP being double that of the United States. Electrification rising sharply too. am.jpmorgan.com/content/dam/jp…
tom bellini @BelliniTom
266 Followers 662 Following
Lottie Ragans @LottRaga
29 Followers 4K Following
Celine Varuzzo @celin_varuzz
30 Followers 5K Following
wangwei @colinelsad
6 Followers 79 Following
Sanshan @Sanshan8977241
19 Followers 75 Following
Reynalda Montesa @MontesaRey21502
79 Followers 5K Following
Saly Brielle @SBrielle55
12 Followers 109 Following
Igloo @aba_aba_check12
24 Followers 154 Following
Sandi Johngrass @SJohngrass36219
64 Followers 5K Following
Denny @Denny34335946
238 Followers 2K Following
Evie-mae Hanaway @evie_hanaw
87 Followers 5K Following
Alisa Turkin @alisa_turk95525
121 Followers 5K Following
慈愛の戦士『孫.. @altair18vega12
289 Followers 902 Following 真面目風なツイートとか返信見てプロフに飛んだ？残念でした！！主にスケべな絵のリツイートしかしません。 トプ画はパロディ。天安門事件
Eve Mazzanti @MazzanEve
82 Followers 5K Following
Rosio Rosenkoetter @RosioR7374
86 Followers 5K Following
Stefan Lukov @slukoff
29 Followers 273 Following
Arzachel @ArzachelConsult
27 Followers 277 Following Energizing your future with top-notch consultancy services! #Energy #CompetitiveMarkets #ForAcleanAndGreenFuture
bltldn @bltldn
15 Followers 40 Following
jack @j_ltz_
376 Followers 2K Following I’ll look into it, as soon as I’ve checked out some orange groves
Hollis Schwartzwalde @HollisSchw853
69 Followers 5K Following
Everly Hutter @EverlHutt
26 Followers 5K Following
Digital Seamanship @DigitSeamanship
560 Followers 461 Following Used to be all about Seamanship. Currently engaged in awareness of the atrocities of Ottomans and Turkey against Greeks, Armenians, Assyrians and Kurds.
Goldie Asbridge @AsbridGoldi
65 Followers 5K Following
BB @BB3979750730956
32 Followers 71 Following
Dave @CleanTechDave
107 Followers 729 Following Investments at Nebula Energy; ex octopus energy, ex Citadel FKA @energyinvest365
Khai-Leif Nguyen-Hil @KLViking
52 Followers 91 Following
Collin Dias @Collin_Dias
162 Followers 1K Following Lifelong Learner | Loves Tech | Cricket | Self-taught & Observant |
Kamga Prono @KamgaLeLibanais
4 Followers 53 Following Kamga 3 black - Kora sur pronos foot - Basket - Foot US ⚽️🏀🏈
Rolande Sparling @RolandeSpa39565
77 Followers 5K Following
明天 @mingtianztl
8 Followers 157 Following
pumpingiron@60 @brew_mi
19 Followers 29 Following
秋刀魚のような.. @aiueo5630
5 Followers 127 Following
Nick Hadjimichael @nickhadj1
112 Followers 918 Following cypriot-iranian american,🧑🎤🎶, 🐈⬛dad, policy phd student @ UW; health geography & environmental justice
Dinara Ermakova @dee_ermakova
180 Followers 828 Following 🌱 Sustainable Energy Advocate | Nuclear Waste Management Pro | Strategy & Innovation in Nuclear | Science Communication Enthusiast
602 AN @602_an
8 Followers 1K Following
Andrew Walker @Andrewwalkerlng
197 Followers 47 Following LNG enthusiast and thinker. The postings on this site are my own and do not necessarily reflect the views of Cheniere.
TransitionZero @TransitionZero
3K Followers 616 Following Empowering our partners with open data products to shape a clean energy future. ⚡ Follow for data, insights & commentary on the energy transition.
Craig Lawrence @clawrence
8K Followers 4K Following Investing in companies leading the energy transition @energyventures. Studied @texas_univ @Stanford. Worked @IDEO @Accel @SunEdison @SolarBridgeTech @SunPower
Greig Aitken @greigaitken
1K Followers 3K Following Glaswegian in South Moravia. Researcher @GlobalEnergyMon and editor of Inside Gas weekly email digest on global gas developments. Sign-up: https://t.co/O0R3QWYREQ
Marhelm @MarhelmData
11K Followers 159 Following Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors.
松尾 豪 Go Matsuo @gomatsuo
34K Followers 390 Following 国内外電力市場・制度と燃料中・下流(ガス・石炭)の調査を行っています。CIGRE会員、電気学会正員、公益事業学会会員。お問合せは[email protected]まで。ツイートは全て情報・思考実験の備忘録で、議論はしません。
Christine Guerrero @SheDrills
13K Followers 785 Following Energy Investor, MBA, Petroleum Engineer, Deep Dive Research, Forever Áncora Imparo. I’m not a financial advisor and tweets are not financial advice.
Naveen @nsundar79
201 Followers 405 Following 15+ yr O&G strategy & ops professional helping to ⬆️ revenue and ⬇️ costs while knowing the cost of everything and the value of nothing; all tweets are personal
Chirag Patel @cbp206
114 Followers 1K Following
Alan Townsend @atownsend
642 Followers 556 Following International Finance Corporation (IFC/World Bank Group); energy and development finance; personal views only. Retweet is not an endorsement.
Rapidan Energy Group @RapidanEnergy
3K Followers 351 Following We provide differentiated and actionable insights on energy markets, policy and geopolitics, helping clients to seize opportunities and manage risks.
Wood Mackenzie @WoodMackenzie
51K Followers 1K Following Wood Mackenzie is the leading global data and analytics solutions provider for the energy transition.
Sergio Chapa @SergioChapa
20K Followers 5K Following Senior LNG analyst for @PotenPartners. Mostly tweets about LNG, natty gas, shale, earthquakes, the U.S./Mexico border, food and travel.
LNG Investor @LNG_Investor_
2K Followers 492 Following LNG, Energy, and other news I find interesting.
Zach Simon @NS2Watch
188 Followers 354 Following Natural Gas Analyst in NYC. BA @VanderbiltU. MA @ElliottSchoolGW. MSc @koebenhavns_uni. Curious about European gas markets and Russia #ONGT
Peter Wood @Peter__Wood
2K Followers 559 Following Strategist @Shell interested in all thing's energy. Educated in farming, physics and finding oil. Mildly dyslexic so I make typos. Like=bookmark, views=mine!
Asim Riaz @AsimRiaz1978
1K Followers 523 Following LNG, LPG, CNG, Gas but Loves Solar. M.Phil. Strategic Studies NDU, Master in Energy Management CIIT, Graduate/BSc (Mechanical) UET, Graduate Math-Physics PU
RBN Energy @RBNEnergy
8K Followers 116 Following Making connections across energy markets: Data-to-Information | Physical-to-Financial | People-to-People
Vandana Hari @VandanaHari_SG
7K Followers 3K Following Founder of Vanda Insights. Energy Markets at the intersection of capital markets, economy, geopolitics, climate, demographics, infrastructure and technology.
Adi Imsirovic @AdiSurreyEnergy
3K Followers 600 Following Deliberately no filter. Tweeting OWN twisted thoughts. Oil trader 35 y. Fulbright scholar. PhD. Econ. MSc Energy Econ. @SurreyClEnergy @UniofOxford @CSIS
Stephen Stapczynski @SStapczynski
55K Followers 3K Following Bloomberg @Business reporter covering energy & commodities in Singapore. Passionate about natural gas, LNG, power, nuclear. Opinions my own ブルームバーグ通信社シンガポール支局記者
Chris Lenton @lenton_chris
2K Followers 2K Following Senior Editor Latin America @NGInews 🇮🇳➡️🇱🇰➡️🇺🇸➡️🇬🇧➡️🇦🇷➡️🇨🇱 Dad @ColumbiaSIPA @trinitycollege alum
Javier Blas @JavierBlas
296K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
John Ganz @lionel_trolling
41K Followers 2K Following dottore, ingegnere, avvocato When the Clock Broke: Con Men, Conspiracists, and How America Cracked Up in the Early 1990s — coming June 2024 from @fsgbooks
Sam Dumitriu @Sam_Dumitriu
13K Followers 1K Following Head of Policy (@BritainRemade). Adviser (@TenThinkTank).
Jenny Chase @solar_chase
25K Followers 1K Following Solar analyst with BloombergNEF, goose keeper. Author of "Solar Power Finance Without the Jargon". Opinions here are all my own. She/her.
Matthew Zeitlin @MattZeitlin
56K Followers 3K Following correspondent @heatmap_news matthew at heatmap dot news
Philippe Lemoine @phl43
44K Followers 2K Following Technically a philosopher, who hopefully will finish his PhD one day. I write on Substack and @CSPICenterOrg. "At least he's pretty smart." (@bechhof)
RonH @Ronh999
9K Followers 24 Following Natgas, LNG & Energy Info WARNING: If you use foul language in reply to my tweets you will be blocked.
Rebecca Choong Wilkin.. @RChoongWilkins
39K Followers 4K Following Asia government & economy correspondent for @Business || I write about China, geopolitics, finance and markets || Views mine.
Jamie Heard @JamieHeard5
11K Followers 800 Following Gas is back. Worked energy (banks / hedge funds / corporate) since '10. I work for Tourmaline. These comments are my comments and view, not my firms. I ♥ O&G.
Tom Forth @thomasforth
30K Followers 2K Following CTO and co-Founder @TheDataCity. Head of Data @OpenInnovates || Runs @imactivate. No profile pic, location, name, and bio? I probably won't see your tweet.
Susan Sakmar @SusanSakmar
8K Followers 2K Following PT Law Prof @UHLAW; Director @flexlngltd🚢 Governing Body @GastechEvent; 📕author “Energy for the 21st Century: Opportunities & Challenges for LNG.” #USLNG
Joey Politano 🏳️.. @JosephPolitano
64K Followers 1K Following Writing a data-driven newsletter about economics @ https://t.co/IanQ9oPoPi | Nuance? In this economy? | he/him | Bi/pan
Ben Sixsmith @BDSixsmith
45K Followers 2K Following Anglo writer in Poland. Online Editor and podcast critic for @TheCriticMag. Subscribe to THE ZONE on Substack.
Ira Joseph @ira_joseph
12K Followers 136 Following Global Fellow, Center on Global Energy Policy, Columbia University. Former Head of Pricing & Analyics for Generating Fuels & Electric Power at S&P Global
All Things LNG @AllthingsLNG
3K Followers 358 Following LNG: https://t.co/FL8cjEwa1f Interface Management: https://t.co/KVyoLkmpNA
Sam Bowman @s8mb
49K Followers 2K Following Editor of https://t.co/YPQHCCb6Ke. Just here to have fun. COYS 🇺🇦
Natural Gas World @NatGasWorld
50K Followers 3K Following Global natural gas and LNG news, analysis and insight. Subscribe to our complimentary Newsletter: https://t.co/sIGYzIs1g7 retweets are not endorsements
Paintings of London @PaintingsLondon
43K Followers 985 Following London depicted by artists past and present. || “By seeing London, I have seen as much of life as the world can show.” Samuel Johnson. Curated by @ja_madden
John Kemp @JKempEnergy
69K Followers 405 Following Energy analyst, public policy specialist, amateur historian. Currently at Reuters. Welcome constructive debate. Zero tolerance for trolling. Like = bookmark
Branko Milanovic @BrankoMilan
161K Followers 1K Following 1) Income inequality; 2) Politics; 3) History; 4) Soccer. Author of "Global inequality" and "Capitalism, Alone" (2019). Stone Center, CUNY; LSE, London
Lion Hirth @LionHirth
34K Followers 190 Following Prof. at Hertie School and director of Neon. Energy markets and power systems. Loves data & visuals. Known for analysis, not diplomacy.
Tom Marzec-Manser @tmarzecmanser
10K Followers 134 Following Head of Gas Analytics at @ICISOfficial but all my own views. #Gazprom watcher. #natgas #TTF #LNG #ONGT@AnalysisOp About 14 GW of gas-fired power generation capacity (an old number, perhaps changed now, happy to be proven wrong if data indicates otherwise) routinely sits idle in India. Perhaps our energy analyst friend @haskelltseth can enlighten us as to how much that capacity is currently…
@SStapczynski See also this:
Quick reminder that the IEA Methane Tracker, while somewhat useful, is based not on actual measurements but rather a crude, subjective and mostly non-transparent methodology that assigns countries an emissions intensity factor relative to the U.S. iea.blob.core.windows.net/assets/48ea967…
@tylermacro10 @ira_joseph @EnergyFluxNews If you import 1mtpa under a contract you can typically flex down by 10% or so in a given year and take 0.9mtpa. It it has to be agreed upon prior to that year commencing as part of the annual delivery plan. DQT is downward quantity tolerance. It can typically only be exercised 4…
Expect India gas usage to spike up now for the summer and hope it will be reflected in the PPAC data cc: @AllthingsLNG @haskelltseth @ira_joseph nasdaq.com/articles/colum…
@haskelltseth @ira_joseph Do you think it matters that most of the power demand growth we are going to see in US in near/intermediate term is firm load (DCs, industrial and manufacturing) and most of the supply growth is intermittent? Do you think that necessitates delay coal shutdowns or build more CCGTs
@haskelltseth @ira_joseph Agree, and the bottom is the breakeven cost of American LNG on water in Asia. If spot price is below that, US can simply not produce. So the large number of cancellations and spot JKM at usd 2/mmbtu at Feb 2020 will not repeat itself. That is healthy, but I hope the producers do…
Projects to move gas out of Prudhoe Bay have been attempting to do so since President Carter approved a pipeline to the Lower48 in 1976. He’s still alive. The project is not, along with at least 4 other iterations in the past 50 years. Maybe canal anxiety will break the curse.
Alaska LNG is the only authorized U.S. #LNG export project with direct, canal-free Asia-Pacific access. #EnergySecurity
Thinking about this and trying to find parallel companies in the O&G industry, who have spent a similar amount for a decade and then nothing to show at the end of it. Do any major names come to your mind? @AllthingsLNG @haskelltseth @ira_joseph @AnalysisOp
NEW: How Apple Sank About $1B a Year Into a Car It Never Built - The inside story of the Apple Car, from what it looked like, to its features, to the indecision and technical challenges that brought it down and how it traces all the way back to Steve Jobs. bloomberg.com/news/features/…
@haskelltseth The best option for China presently is to continue using coal while buying LNG and selling it at a premium to countries/regions that require it. They make additional money and continue using the lowest marginal energy costs
@haskelltseth My radical long odds bet on Energy @FDSportsbook would be that net injections start in late March. Your math holds up. The key question is how much renewables growth cuts into summer use, even at low coal switching prices.
@haskelltseth @tylermacro10 Denmark adeptly blends its stable socio-political climate, advantageous geographical location and support of a robust and interconnected EU power grid, enabling it to optimize its wind energy resources. It has also diligently woven a coherent energy policy with renewable energy.
オーダーブックに332隻のLNG船が存在することは忘れてはいけないと思う。短期的なLNG船需給逼迫はあっても、中期的には緩む。長期的にはLNG需給バランスに比例すると思料。
Long-distance LNG trade is continuing despite transit constraints on the Suez & Panama canals. 🇺🇸 US LNG is still reaching Asia 🇶🇦 Qatar still delivering to EU Exporters are happy to go the long way around Africa’s Cape of Good hope, despite higher costs & delays. Why? 🛳️…
@haskelltseth @tylermacro10 I've also included this point, mentioned by @haskelltseth in my presentation. Useful insight – China may have hydro to balance the grid.
Here are the accounts I follow that provide the most valuable insights into the LNG space on the X platform. I learn something new from these accounts every day and want to recognize their distinct strengths that contribute to the X community. These are some of the most…
@AllthingsLNG to be fair, I think this is a dated statement. I don't see the differences here. TTF is still a lot higher than HH (due to the nature of increased LNG inflow - as I keep saying gas is not the same as LNG) - but wholesale power cost now quite similar. And based on what I know the…
@SheDrills Given the 40k wells that have been drilled in Permian, geologic delineation which has occurred which means no surprises, isn't a Permian acq less risk than Guyana? For a risk averse company like Exxon does a Permian acq make more sense?
@haskelltseth @ira_joseph Which will then ruin the economics of high cost plants in Australia, most of which can't generate a 10% IRR below US$10/GJ
@nsundar79 @AllthingsLNG @haskelltseth hmmm. She is a seller.
cc: @AllthingsLNG @haskelltseth @HeYiyong Another one showing increased LNG demand over 10 years 👇
LNG Demand Will Surge 50% in Next Decade, Woodside CEO Says Australia’s top producer continues to study projects and M&A US pause on export project approvals is ‘concerning signal’ bloomberg.com/news/articles/…
@haskelltseth @AllthingsLNG It's the Field of Dreams approach by the govt - if you build it, they will come
Trends for United States
You might like
