Power of Siberia 2 An expedited deal on PS-2 could have a significant impact on U.S. LNG exports. PS-2 could also help Russia avoid sanctions imposed by the EU and the US By completing a deal with China, Russia could limit the financial impact of Western sanctions

10 leading natural gas producers, consumers and importers in 2023 (in bcm) (source: Enerdata)

FX carry trades were hit hard by the deleveraging pressures. Their overall size is difficult to measure. Various estimates based on both on- and off-balance sheet activity yield a rough middle ballpark of ¥40 trillion ($250 billion) going into the event, bis.org/publ/bisbull90…

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Botas-Shell LNG deal BOTAŞ will acquire new capabilities in the field of LNG transport by receiving the LNG at the loading port if FOB, it can sell it anywhere anyway If DES/DAT (common mechanism) it means diversion right combined with a profit-sharing clause I am lost🙃

Sohbet Karbuz 2007 de Türkiye doğalgaz piyasasında oyuncu olarak gaz ithal edip satan ve rekabete giren SHELL'den 2024 te Türkiye doğal gaz piyasasından çıkıp Turkiye'nin tek ve en buyuk oyuncusu BOTAŞ'a dogalgaz satan SHELL'e...Anlasmayla BOTAŞ belki dünyaya gaz satabilecek bir oyuncu

Putin in Mongolia. He promised Mongolia cheap gas?👇

My latest Natural Gas World analysis Volumes are still up substantially for the first eight months of this year, however, in defiance of EU efforts to eliminate Russian gas imports entirely within a few years. naturalgasworld.com/gazprom-export…

By end 2028, North America’s LNG export capacity will more than double (from 11.4 Bcf/d in 2023 to 24.4 Bcf/d in 2028) 0.8 Bcf/d in Mexico, 2.5 Bcf/d in Canada, and 9.7 Bcf/d in the US from10 new projects that are currently under construction eia.gov/todayinenergy/…

International oil benchmark Brent Crude is now down by more than 4% today, to below $74 per barrel, its lowest price since Dec 2023

Misir 18 nolu parselin seklini Turkiye nin kita sahanligina paralel olursa sanki onu tanimis olur zanniyla degistirdi bence. Asagidaki nacizane amator haritamda gosterildigi gibi. Evet Yunanistan in bastirmasiyla degisti diye biliyorum

“Doğu Akdeniz’de kendisini dışlayan doğal gaz anlaşmalarını iptal ettirdi. “ Mesela?🤔

Shell Botas LNG agreement some details... spglobal.com/commodityinsig…

Minimum wage statistics All candidate and potential candidate countries with a national minimum wage, for which data are available, would belong to group 3, with minimum wage levels ranging from €185 in Ukraine to €568 in Türkiye.

More alternative fueled cars in the EU ... while SUV's make up more than half of EU car sales acea.auto/publication/th… any idea where I can find number of vehicles in use by country/fuel worldwide?

A high-level meeting between Greek and Cypriot officials, on Sept 10 is being viewed as a last chance to reach a solution for the Great Sea Interconnector project (to link the two countries’ electrical grids). energypress.eu/nicosia-meetin…

The Egyptian state seeks to establish the country as a regional center for trading and exporting gas and energy in the Eastern Mediterranean region. egypttoday.com/Article/3/1345…

Good question: “So, with OPEC in the backseat who the hell is driving?”

US interest rate cuts and commodities mufgresearch.com/commodities-es… worth reading

As Prof Aswath Damodaran would say pricing is driven by mood and momentum. When the mood and momentum is with you, the price will keep going upwards no matter what the fundamentals suggest. I am on the wrong side😒