Category: Energy 100
-

Russian Gas, American Control
The U.S. backs resuming Russian gas sales to Europe through Ukraine, despite European opposition and years of efforts to end dependence on Moscow (WSJ). What is your deepest take? Is that possible? Energy-100, Energy Chief: ENERGY 100 | Strategic Intelligence Assessment Washington, Moscow, Kyiv and the battle for Europe’s energy architecture My central assessment: Resuming…
-

Europe’s Energy Cracks
The benchmark Dutch TTF contract reached €97 per megawatt-hour on Monday, up as much as 3.5 percent, driven by tight supplies, low storage at 74.62 percent across the EU—the lowest for this season since 2009—and expected heating demand from colder temperatures. What is your deepest take? Energy-100, Energy Chief: ENERGY 100 | Strategic Intelligence Assessment…
-

Trump’s Diesel Deal: Putin Gains, Sanctions Weaken
After a call with Putin, Trump said Russia will supply over 300,000 tons of diesel immediately, 500,000 tons in November, and 1 million tons soon after (with more possible depending on damaged refineries). The U.S. Treasury issued a temporary license allowing Russian diesel imports through April 2027. Trump said the move, combined with U.S. control…
-

G7 Buys Time. Diesel Crisis Isn’t Over.
G7 nations are set to release as much as 100 million barrels of emergency oil and diesel stocks following pressure from the Trump administration to curb rising fuel prices. Give me your most up-to-date and in-depth assessment. Will it be enough to contain the crisis? Energy-100, Energy Chief: Yes. I found and reviewed the full G7…
-

The Oil Crisis Is Now a Diesel Crisis
—
by
The Trump administration’s Operation Economic Outcast has choked Iran’s oil exports through sanctions and a naval blockade, with Bloomberg confirming no loadings in September. China’s refiners suspended most fuel exports for October to safeguard domestic stocks, while U.S. officials pressed France and Germany to release emergency diesel reserves or risk export bans. Multiple pressures, including…