🚨The🇷🇺🇺🇦Russia-Ukraine Energy War has finally reached the Mediterranean Sea A Russian shadow fleet tanker was hit West of the Greek coasts this morning, causing severe damage to the vessel. We are clearly entering a new era in the weaponisation of energy. 🧵

🚨Chaos In Caracas: PDVSA Cyberattack, US Escalation Point to Rising Hybrid Conflict in Venezuela's Oil Sector 🧵

🚨Oil Tanker Hunting Season:🇮🇷Iran Escalates Tensions in the Gulf of Oman 🧵

🚨OFFSHORE RUSH: Lower royalty rates triggered $382M in drilling bids last week. Majors are betting big on the new era of🇺🇸US oil & gas production. A massive policy reversal fueling investment. #TrumpAdministration #USenergy 🧵

🚨🇶🇦Qatar's Alarm: Minister warns global LNG investment is critically low. Expect a 50-75% gas shortage by 2035 due to surging AI demand and🇪🇺EU regulatory friction (CSDDD). 🧵 #LNG #EnergySecurity

🚨☢️ZNPP Safety Alert:🇷🇺Russian Strikes Disconnect the Zaporizhzhya Nuclear Plant, Widespread Outages Hit🇺🇦Ukraine in Early Winter 🧵

🚨☢️Uranium Spat:🇳🇪🇫🇷Niger-France Tensions Explode over Orano and 'Abandoned' Radioactive Material.

📯The🇬🇧UK will invest almost £30 billion in the grid and gas networks, a massive investment to secure the energy system in a decarbonised world and to lower energy bills in the long term. Yet, these costs translated in higher charges for consumers in the short-term 🧵

🚨Micro-Drop, Macro-Risk Unplanned maintenance at🇳🇴Norway's giant Troll gas field (Europe's single largest source) dropped supply 6%. It's a stark reminder:🇪🇺Europe's gas balance is highly fragile, relying heavily on just a few variables. #TrollField #EUenergy #GasMarket 🧵

🤝The🇨🇦Canada-Alberta MOU swaps climate controls for mutually dependent projects: an oil pipeline to Asia and the world's largest CCUS expansion (Pathways). The energy superpower status challenges Canada's "good global citizen" identity. Free to read 📜https://intelligence.eklipx.io/article/3647

💥Drone Attack:🇷🇺Russian Tanker Hit Again Near🇹🇷Turkey The Midvolga-2 was struck by drones near the Turkish coast, the third incident in an escalating campaign by🇺🇦Ukraine threatening navigation safety and "worrying" for Turkey's Erdogan #BlackSea #MaritimeSecurity #HybridWarfare

⌛️Reality Check for Hydrogen Hype? The $400B market forecast for green hydrogen clashes with current project delays and rising costs. Even with EU PCI status, the 3,300km🇮🇹🇦🇹🇩🇪🇹🇳🇩🇿SoutH2 Corridor faces a tough FID decision. Where is the demand? #EnergyTransition #Hydrogen

💡Khor Mor Back Online, But the Warning Remains: The recent missile strike and shutdown reveal the extreme vulnerability of KRG's energy system. Weaponizing energy facilities is now a tool in🇮🇶Iraq's fragmented political game where🇮🇷Iran's influence looms 🧵

📜"Unreformable Reforms" 🚨 New analysis on the🇬🇧UK's energy identity crisis. Despite pledging a Clean Energy Superpower future, Labour is approving new North Sea oil/gas via TECs. Is Net-Zero sacrificed for short-term energy security? ⚖️ Read it here intelligence.eklipx.io/article/3620

🇳🇴Norway's Equinor goes big on Oil & Gas: $60B+ investment announced to secure vital North Sea supply for🇪🇺🇬🇧Europe 🧵

🚨🇪🇺EU gas storage levels fall below the 80% threshold and again become the most discussed thing in energy markets. Yes, gas geopolitics is still the most relevant variable, even in a supply glut. 🧵

💡The 28-point🇺🇸U.S. peace plan forces Zelensky into a tough choice: accept concessions to🇷🇺Russia or risk losing key support. The plan aims to end the war and reconfigure🇪🇺Europe's energy architecture, boosting US influence over🇺🇦Ukraine Free to read intelligence.eklipx.io/article/3599

The COP30 climate talks are set to run into overtime after a draft deal proposed by host nation Brazil caused widespread anger across the world for omitting any reference to winding down the use fossil fuels. www.bloomberg.com/news/article...

🚨Trump granted🇭🇺Hungary an exemption from🇷🇺Russian oil sanctions while supporting🇺🇸U.S. energy interests. This U.S. "Quadrangular Energy Alliance Politics" protects Orbán, rewards Russia and creates an energy wedge against the🇪🇺EU Read the analysis intelligence.eklipx.io/article/3593

🚨The New Front Line: Google's AI Data Center Puts🇨🇽Christmas Island at the Nexus of Energy and Military Geopolitics 🧵

🚨🇮🇷Iran's IRGC Seizes Oil Tanker Near Strait of Hormuz Amid IAEA Tensions 🧵

WEO 2025 focuses on geopolitical fragility, pivoting from forecasts to uncertainty. Concerns over dependence on🇨🇳China & 🇷🇺Russia for critical resources signal the rise of energy mercantilism and national interests over multilateral solutions Free to read intelligence.eklipx.io/article/3558

🚨☢️Corruption Undermines Energy Security: The $100M Kickback Scandal at🇺🇦Ukraine's Energoatom 🧵

🚨🇬🇧Shell's Pivot: Why a Major Oil & Gas Giant Abandoned Key Offshore Wind Projects

🚨🇫🇷TotalEnergies and🇺🇸ExxonMobil's LNG projects in🇲🇿Mozambique face immense PPP challenges. Despite lifting force majeure, the projects are delayed by insurgency in Cabo Delgado, security costs, and human rights concerns. Read the analysis here 📜https://intelligence.eklipx.io/article/3527

⛏️$465 Million & The Rare Earth Race:🇺🇸US Bets on🇧🇷Brazil to Break🇨🇳China's Monopoly 🧵

🚨Energy Security Over Sanctions:🇯🇵Japan Rejects🇺🇸US Pressure on🇷🇺Russian Oil 🧵

🚨An Islamist coalition is laying siege to🇲🇱Mali's capital, Bamako, by choking its fuel supply lines. This critical blockade exposes the military junta's fragility and tests🇷🇺Russia's promise of aid against a rising Sahelian domino threat. Free to read 📜https://linkly.link/2KRJo

🌞🔋Free Power from the Sun:🇦🇺Australia Mandates Three Hours of Free Daytime Electricity, Revolutionizing Energy Use 🧵

🚨Direct Hit on🇷🇺Russian Oil Exports:🔥🚢Tanker Ablaze After🇺🇦Ukrainian Drone Strikes Cripple Rosneft's Tuapse Export Hub. 🧵

🙏Orban's Oil Gamble:🇭🇺Hungary Seeks🇺🇸US Sanctions Waiver to Keep Importing🇷🇺Russian Crude Amid Election Threat. ⛽️ #Orban #Fidesz #OilGeopolitics 🧵

🤝🇯🇵Japan pledged $550B to🇺🇸US energy and mineral projects (nuclear, SMRs) in a new asymmetric alliance. The Takaichi-Trump deal prioritizes US economic security, highlighting Japan's energy dependency and need to diversify from🇨🇳China Free to read 📜https://linkly.link/2Hf3W

🚨Dragon Field Fallout:🇻🇪Maduro Suspends All Energy Deals with🇹🇹Trinidad & Tobago Amid🇺🇸US Military Buildup. 🧵

🚨The🇺🇸US are deploying their largest aircraft carrier in the Caribbean, while🇻🇪Venezuela's President Maduro accuses Washington of "fabricating a new war" 🧵

🚨Sanctions as a Lifeline? US oil giants see hope as Rosneft and Lukoil face unprecedented financial warfare. 🧵

☢️Everything is Negotiable:🇪🇸Spanish Utilities Leverage Energy Crisis for Favorable Nuclear Extension Deals 🧵

💸The Rare Earths Bubble is Inflating. Will🇺🇸🔥🇨🇳🔥🇪🇺Geopolitics Keep it Afloat? 🧵

🚨The🇺🇸US built an unprecedented military presence near🇻🇪Venezuela, fueling speculation of a land invasion or aerial strikes to oust Maduro. Energy diplomacy and ties with🇷🇺Russia &🇨🇳China seem Caracas' only options to avert conflict Read my analysis👇 rebrand.ly/RE3400

💥Major Setback for Nord Stream Sabotage Investigation An🇮🇹Italian court refused to handle to🇩🇪Germany a🇺🇦Ukrainian suspect of Nord Stream sabotage 🧵

🚨🇺🇸US LNG Geopolitics A few days after Venture Global lost a $1 billion arbitration case against BP, Chevron is asking to intervene in VG's request in the commissioning delay of Plaquemines LNG. Chevron's interests "may be affected"... Read the analysis intelligence.eklipx.io/article/3374

📯The Greece-Africa Power Interconnector project between🇬🇷Greece and🇪🇬Egypt is poised to produce green hydrogen in the Greek island of Crete and then transport it to domestic and foreign consumers. 🧵

🔋The time for Battery Great Powers is here and now Only a handful of countries in the world are capable or willing to invest in large Gigawatt-scale projects of at least 1GW 🧵

🚨🇷🇺Russian covert and overt operations in🇪🇺EU and NATO states in Europe has spiked in recent weeks, signalling once again the importance of critical energy infrastructures for the European security 🧵

🚨🌞The🇺🇸US government cancelled the environmental review of Esmeralda 7, the largest planned solar power plant in North America 🧵

🚨The arbitration ruling in favour of BP and against Venture Global is also a noticeable geopolitical event, revealing the controversies regarding the momentous growth of🇺🇸US LNG exports in an era of international turbulence and trade wars. Free to read 📜https://rebrand.ly/RE3374

🚨Energy geopolitics strikes again offshore wind in the🇪🇺EU. 🇱🇹Lithuania failed again a tender to build a major offshore wind part in the Baltic Sea. Only one bidder participated, while stakeholders are frightened by the raising costs and the proximity to🇷🇺Russia 🧵

🇮🇹🤝🇦🇷True friends are always there for you in times of need, they say, and yesterday🇮🇹Italy's Eni comes to the rescue of🇦🇷Argentina's YPG during a very delicate moment for the government of Javier Milei, and signing new energy deals to maximise Vaca Muerta's resources. 🧵

🚨The last one has been another night of severe damages to the🇺🇦Ukraine's energy system, with multiple blackouts caused by🇷🇺Russia's drone and missile attacks. A quarter of the capital Kyiv was left without electricity 🧵

💡For years we heard pipelines were just a remnance of the past. Today, the🇺🇸US thirst for gas and Trump's ambitions to make the country the LNG dominant player in the world are making pipelines great again 🧵

🚨🇷🇺Russia's latest strikes against🇺🇦Ukraine's natural gas production facilities are forcing Kyiv to ask for help to🇪🇺European allies in preventing further damages to the energy system and purchase additional gas imports Read my analysis here 📜https://rebrand.ly/RE3352