Keen energy analyst led by fundamentals and reason mostly. Working for utilities and industrials.
Prague, Czech Republic
Joined October 2014
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[Putin's voice]: Do not worry. It is not an attack. It is Special Operation for the Liberation of Europe (from NATO occupation)!
Sometimes it feels like Iran wants to push the US to the action.
Iran issues death sentence linked to January unrest, source says reuters.com/world/iran-issue…
Energy Managers retweeted
Brent prompt month will expire soon. The 2-3 timespread is still hanging on.
Energy Managers retweeted
Europe has always supported efforts for a just, comprehensive and lasting peace in Ukraine.
But for any plan to work, it needs Ukrainians and Europeans on board.
In this war, there is one aggressor and one victim. So far, we haven't heard of any concessions from Russia's side.
My doorstep ahead of today’s Foreign Affairs Council ↓
Setting up a trade lever pre APEC summit on 31 Oct, exactly as Xi has done with the critical minerals control measures.
Energy Managers retweeted
U.S.-China trade war 2.0 (or is it 3.0?)
President Trump announces 100% tariff on Chinese products over and above current rates. Plus software export controls. But note none are effective for another three weeks. Negotiations?
Energy Managers retweeted
Iranian cargo ships have been transfering massive amounts of sodium perchlorate, a key material used for solid-fuel ballistic missiles, from China to Bandar Abbas.
US President Donald J. Trump might be seeing through what every European has long seen. Maybe we might be in for a positive change in US approach towards hostile, land-grabbing Russia. Big implications for energies, security, balance of power.. #Gas #TTF
Trump: There was no reason for Putin to be shooting missiles into civilian areas, cities and towns, over the last few days. It makes me think that maybe he doesn’t want to stop the war, he’s just tapping me along, and has to be dealt with differently, through “Banking” or “Secondary Sanctions?” Too many people are dying!!!
Or President Trump realized that "peace" is not going to happen and will "let Ukraine fight on" by letting them purchase US arms. This is no return to a "friendship" status between US and EU of the past, but still a good day for Europe
Or President Trump realized that "peace" is not going to happen and will "let Ukraine fight on" by letting them purchase US arms. This is no return to a "friendship" status between US and EU of the past, but still a good day for Europe.
Yes of course, Trump does not like to have blood on his hands. The media coverage regarding Kursk helped a lot. Lets see how it goes with the ceasefire though 🧐#NotGonnaHappen #TTF #Europeans
Trump says U.S. is close to lifting pause on intel sharing with Ukraine. My report on @axios
axios.com/2025/03/10/trump-u…
Guess which move would benefit the "LNG marketer in-chief" the most? I think that Arctic LNG 2 will not be coming back and other large projects might come under sanctions. Beautiful political & financial move, as Trump likes it. #TTF #DonaldTrump
Energy Managers retweeted
BREAKING 🔶🔶
Trump: “Strongly considering large-scale banking sanctions, sanctions, and tariffs on Russia until a ceasefire.”
An idea why Russian LNG tankers from Yamal started flocking to European shores? #TTF @SStapczynski @ira_joseph @JavierBlas
As expected, those estimates will probably need some refining after today #NotGonnaHappen #TTF #Gas #Ukraine
EUROPEAN GAS: The BIG question being asked over and over right now is whether Russian gas returns to Europe in meaningful volumes post-ceasefire. Equinor sees 35 Bcm/year coming back, while Uniper and RWE today both had views to share. All news available on Platts Connect. #ONGT
It was very clear that Zelenskyi refuses to give up to Russia and became obstacle. Trump & Putin both want to topple him and reach a quick "ceasefire" deal. Painting him as a warmonger is a part of this shameful strategy. #ONGT #TTF #NoDeal #NoRussianGas
Energy Managers retweeted
you’ve never seen a public beating by the american president of a wartime ally like this before.
as stunning as the vance munich speech, but this time directly by the us president.
Hurray, now reach to Kyiv and negotiate future gas supplies from Ukrainian reserves to integrate Ukraine and strengthen Europe! #TTF @_FriedrichMerz
