'2024 will prove to be year four of what we expect to be a 10–15-year profitability super-cycle for traditional energy.'
--arjun⚡️murti

arjunmurti.substack.com/p/diving-deepe…
#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

China creating a strategic coal reserve?!? How does that match with all those net zero scenarios calling for China coal demand to start declining soon?
reuters.com/markets/commod…

I think I I have a pretty unique view on the pandemic and inflation.

Why?

Because I never stopped traveling.

I got Covid in June 2020. Was awful. 104 temp for two days. Hit me while driving to Wisconsin. Slept in the car at one point. Didn’t announce it on air

Global coal-power capacity rose to a record in 2023, led by a surge in new plants in China 🇨🇳❤️🪨

📈 Global coal fleet grew by 2% to 2,130GW, with China accounting for 2/3rds of the gain
👉 Rise highlights China's focus on energy security

By Dan Murtaugh
bloomberg.com/news/articles/…

WEEKEND LISTENING 2. Great stuff from Blind Squirrel BlindSquirrelMacro on Forward Guidance. China v India, EVs, refiners...and more.

WEEKEND LISTENING. as usual, good stuff from Anas Alhajji

Three main stories in the oil and gas markets that will influence the oil and gas markets for years to come

#Oil #Gas #Russia #India #OPEC

Renewable energy falling out of favor?

'The public was never on-track to tolerate temporary power.

'The return of upward sloping load growth in the US will ultimately drive policies that support “all of the above” power generation sourcing & grid modernization.'
--arjun⚡️murti…

100% Mr President

Back from Vienna with greater appreciation of #OPEC efforts to understand specs and impressed with their questions about my Virtual Barrels. Great to see arjun⚡️murti Vandana Hari Eric Nuttall and others there in what should be called #OPEC - #OOTT meeting.
#OOTT #oil

an outstanding event. an honor to participate. great to see some old friends and make some new ones.

The 10th joint International Energy Agency International Energy Forum & OPEC workshop on the interaction between Physical & Financial Energy Markets was a great opportunity to meet Vandana Hari and arjun⚡️murti

You never know who you will run into on the beautiful streets of Vienna...a pleasure to meet Eric Nuttall in person. And 2 thumbs up to Vienna!...it's been probably 20 years since I was last here. I may not be a fan of EU energy policy, but they do have some beautiful cities.

📷IEF SG Joseph McMonigle speaks at a CERAWeek panel on 'Oil Demand: How will it look in a decade?' with arjun⚡️murti from Veriten, Fred Forthuber from Oxy, Jeff Currie from The Carlyle Group, and Jim Burkhard S&P Global as moderator.

Speech of #CERAWeek2024 so far has to have been from Amin Nasser on Monday morning. 10 minutes of impassioned, on point remarks about where energy is headed...and where it isn't headed...well worth getting the transcript or video if you haven't seen.

Wall Street’s energy OG, arjun⚡️murti delivers an absolute master class in this pod.

Very few truly understand the boe per capita implications…

Must listen.

open.spotify.com/episode/1erqpi…