Charles Ellinas (@CharlesEllinas) profile picture

Over 35 years experience in the oil & gas sector in senior management positions. Currently CEO of e-CNHC (ECP Natural Hydrocarbons Company)

Nicosia Cyprus
Joined March 2014
Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)Photo by Charles Ellinas (@CharlesEllinas)
1 big thing: Oil's new era of expensive supply recovery - Oil markets are heading into an unusual period as the Iran conflict remains in dangerous limbo: The supply crunch is easing, but prices could stay stubbornly high axios.com/newsletters/axios-… #axiosfutureofenergy
52
Incredible as it may sound, in the first nine months of 2026, Germany still mined about 61mn tonnes of lignite to power plants serving the public grid. Lignite, hard coal, gas and imports helped meet demand when wind and solar output fell linkedin.com/feed/?shareActi…
1
2
2
139
Climate science says 1.5C is dead. No one wants to bury it - Leaders at COP31 want to keep the totemic goal alive, even after the U.N. declared it impossible to hit. Too afraid to face it. May open the door to weakening global ambitions even further   politico.eu/article/climate-…
2
54
Charles Ellinas retweeted
Bloomberg - Germany is preparing to bring coal- and oil-fired power plants currently held in its grid reserve back to the electricity market in case of a natural gas emergency this winter, according to a draft law seen by Bloomberg News. bloomberg.com/news/articles/…
3
5
2
21
1,705
Global oil markets swing to surplus as Gulf shipments rebound - For the first time since the war started. But IEA analysts warn it will take months to rebuild stockpiles depleted by conflict ft.com/content/20b68fe2-9d60… via @ft
44
The incredible incoherence of COP - The UN climate process is doing too little to build on previous agreements, raiseing questions about the seriousness of this entire exercise ft.com/content/43308aa8-f702… via @ft
1
1
95
Charles Ellinas retweeted
Ranked: Who Controls the World's Fuel Exports ⛽ The US shipped 6.73M b/d of refined products in 2025, 21% of world exports, per OPEC's 2026 Statistical Bulletin. Russia ranks 3rd at 2.1M. The Middle East sent 16%. New every Thursday. #Oil #Diesel
7
20
1
35
4,640
Charles Ellinas retweeted
Europe enters winter with its lowest gas inventory of the 2020s: EU storage was 71.6% full on Nov. 11, Germany 58%. Asian spot LNG tops $30/MMBtu, yet Rystad sees price risk running both ways. #LNG #NaturalGas #Europe #Energy oilprice.com/Energy/Natural-…
1
9
26
3,417
Charles Ellinas retweeted
Oil prices have fallen about 20% from the late-October peak of $118 a barrel on de-escalation hopes, with Brent near $94 Thursday. Ship attacks near Hormuz hit 37 in October, the most since the war began. #Oil #Brent #Iran #Hormuz oilprice.com/Energy/Crude-Oi…
3
11
28
3,876
Charles Ellinas retweeted
Donald Trump has signalled an end to his vice-president’s efforts to negotiate a peace agreement with Iran, days after announcing plans to maintain the 'status quo' rather than launch a new bombing campaign. ft.trib.al/tFmmwS3
15
28
9
90
29,524
Charles Ellinas retweeted
US President Donald Trump on Iran talks: “… We don’t need a deal with Iran. Those days have long since passed. We’ve got their money, Hundreds of Billions of Dollars, and we’ve got their Strait!…”
22
20
7
211
39,917
Charles Ellinas retweeted
Brent briefly hit about $94 after Trump said the US no longer needs a deal with Iran, three days after calling the war effectively over. Brent is still down roughly 25% from its late-October high of $118. #Brent #Iran #Oil #Hormuz oilprice.com/Latest-Energy-N…
2
8
35
4,272
After nine months of conflict, and repeatedly claiming Tehran was close to making one, President Donald Trump has declared a deal with Iran unnecessary. "We don’t need a deal with Iran" and moved Vance off the Iran talks newsweek.com/trump-says-no-i…
82
Charles Ellinas retweeted
Adding the combined fall in benchmark oil prices, physical differentials, and freight costs, global "landed" oil prices at the refinery gate are down 35-40% since a peak around Sep. 15th.
29
48
7
300
55,819