Ben Winkley
@benwinkley.bsky.social
Mostly sharing Argus Media news from the oil and related markets, where there's always something happening, and it's usually quite loud.
Opinions are mine though. All mine.
Opinions are mine though. All mine.
Pinned
Ben Winkley
@benwinkley.bsky.social
· Dec 15
Viewpoint: UK offshore faces deeper consolidation | Latest Market News
UK offshore oil and gas operators are bracing for more consolidation next year after the government confirmed the Energy Profits Levy (EPL) will <a href="https://direct.argusmedia.com/newsandanalysis/...
www.argusmedia.com
So begins my annual Big Thread of what's what next year in the energy space. 🧵
The UK offshore will see more consolidation aka huddling together for warmth
www.argusmedia.com/en/news-and-...
The UK offshore will see more consolidation aka huddling together for warmth
www.argusmedia.com/en/news-and-...
"I love you, you pay my rent"
@petshopboys.co.uk
@petshopboys.co.uk
February 16, 2026 at 5:04 PM
"I love you, you pay my rent"
@petshopboys.co.uk
@petshopboys.co.uk
Got up early the other day after a restless night - haven't slept in a week - and had a stroll in a nice part of London. All of a sudden an angry-looking man came out of a house and gave me the eye. He was a pretty big guy, so I was wary. But then he staggered into the road, so I carried on my way
Nadhim Zahawi thinks London is now unsafe, because the other day a tired-looking man walked past him during the morning rush hour.
February 13, 2026 at 3:45 PM
Got up early the other day after a restless night - haven't slept in a week - and had a stroll in a nice part of London. All of a sudden an angry-looking man came out of a house and gave me the eye. He was a pretty big guy, so I was wary. But then he staggered into the road, so I carried on my way
Given Opec's stated position of making decisions based on market conditions I'd posit we're some distance off them forming a clear view on this six weeks out
OPEC's crude production policy disposition has shifted from bullish price support to glut-chicken.
February 13, 2026 at 2:16 PM
Given Opec's stated position of making decisions based on market conditions I'd posit we're some distance off them forming a clear view on this six weeks out
er, just asked about your opinion on CPI, tbh
February 13, 2026 at 12:46 PM
er, just asked about your opinion on CPI, tbh
Reposted by Ben Winkley
A fascinating statement in that anybody reading it would have absolutely no idea why it was released. www.manutd.com/en/news/deta...
Club statement
Manchester United prides itself on being an inclusive and welcoming club.
www.manutd.com
February 12, 2026 at 5:42 PM
A fascinating statement in that anybody reading it would have absolutely no idea why it was released. www.manutd.com/en/news/deta...
nice UK trade policy: maintaining anti-dumping duties on Chinese-made ironing boards, to protect the 300 people employed in the UK ironing-board industry
www.gov.uk/government/n...
www.gov.uk/government/n...
Anti-dumping measure on ironing boards from China maintained
The UK government has accepted the TRA’s recommendation to maintain an anti-dumping measure on ironing boards from China for a further five years.
www.gov.uk
February 12, 2026 at 1:14 PM
nice UK trade policy: maintaining anti-dumping duties on Chinese-made ironing boards, to protect the 300 people employed in the UK ironing-board industry
www.gov.uk/government/n...
www.gov.uk/government/n...
Entertaining read on who's buying gold in London - the rich ( of course) and the paranoid (also of course). Via @londoncentric.media
www.londoncentric.media/p/london-gol...
www.londoncentric.media/p/london-gol...
Who's queuing to buy London's gold bars?
Plus: When will it stop raining, is Labour giving up on one of London's boroughs, and the Hampstead property where Marie Antoinette would feel at home.
www.londoncentric.media
February 12, 2026 at 11:07 AM
Entertaining read on who's buying gold in London - the rich ( of course) and the paranoid (also of course). Via @londoncentric.media
www.londoncentric.media/p/london-gol...
www.londoncentric.media/p/london-gol...
The IEA's Feb oil market report reiterates its forecast for way more oil than is needed this year
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
IEA cuts oil demand growth forecast, keeps surplus | Latest Market News
The IEA today cut its oil demand growth forecast for 2026, but its estimate of a substantial supply surplus remains.
www.argusmedia.com
February 12, 2026 at 9:12 AM
The IEA's Feb oil market report reiterates its forecast for way more oil than is needed this year
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
Petition to rebrand 'benefits' as 'subsidies' so people like Monaco Jim here can relate
'The UK has been colonised by immigrants', says INEOS boss and Man Utd co-owner Sir Jim Ratcliffe
'The UK has been colonised by immigrants', says INEOS boss and Man Utd co-owner Sir Jim Ratcliffe
Britain has been "colonised" by immigrants, who are draining resources from the state, Sir Jim Ratcliffe, one of the country's richest and most influential men, has told Sky News.
news.sky.com
February 11, 2026 at 6:39 PM
Petition to rebrand 'benefits' as 'subsidies' so people like Monaco Jim here can relate
Reposted by Ben Winkley
'The UK has been colonised by immigrants', says INEOS boss and Man Utd co-owner Sir Jim Ratcliffe
'The UK has been colonised by immigrants', says INEOS boss and Man Utd co-owner Sir Jim Ratcliffe
Britain has been "colonised" by immigrants, who are draining resources from the state, Sir Jim Ratcliffe, one of the country's richest and most influential men, has told Sky News.
news.sky.com
February 11, 2026 at 5:01 PM
'The UK has been colonised by immigrants', says INEOS boss and Man Utd co-owner Sir Jim Ratcliffe
February 11, 2026 at 3:35 PM
EU hydrogen industry update: production goals shortfall, mandate-driven demand, CBAM confusion
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
Q&A: Hydrogen industry banks on EU mandated demand | Latest Market News
The EU may only secure half its 10mn t of domestic hydrogen production goal by 2030, but lead markets and legally mandated demand mechanisms — including via made-in-Europe obligations — can promote up...
www.argusmedia.com
February 11, 2026 at 2:36 PM
EU hydrogen industry update: production goals shortfall, mandate-driven demand, CBAM confusion
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
we gave another news-less Opec MOMR the story treatment it deserved:
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
Opec sticks to oil demand forecasts | Latest Market News
Opec has kept its oil demand growth projections for 2026 and 2027 unchanged.
www.argusmedia.com
February 11, 2026 at 2:00 PM
we gave another news-less Opec MOMR the story treatment it deserved:
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
One, two, three - count 'em - tankers carrying Venezuelan crude heading to European refineries with arrival dates within the next 8 days
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
Venezuelan crude heads to Italy, Spain: Update | Latest Market News
Three cargoes of Venezuelan crude heading across the Atlantic are signalling for Sarroch in Italy, plus Cartagena and Bilbao in Spain, according to <i>Argus</i> tracking.
www.argusmedia.com
February 11, 2026 at 9:26 AM
One, two, three - count 'em - tankers carrying Venezuelan crude heading to European refineries with arrival dates within the next 8 days
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
🎶 stuck outside of Blackfriars with the Thameslink blues again 🎶
February 11, 2026 at 8:01 AM
🎶 stuck outside of Blackfriars with the Thameslink blues again 🎶
Tata says the UK has 8 weeks to save its steel industry, or be "left exposed as the dumping ground of the world" for its excess supply
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
UK has eight weeks to save its steel industry: Tata | Latest Market News
The UK has eight weeks to save its steel industry, Tata Steel director of markets business development, Russel Codling, told a parliamentary business and trade committee meeting on Tuesday.
www.argusmedia.com
February 10, 2026 at 4:47 PM
Tata says the UK has 8 weeks to save its steel industry, or be "left exposed as the dumping ground of the world" for its excess supply
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
headlines today about the US warning flagged ships to stay out of Iranian waters in Hormuz as much as possible - this is reiteration of existing advice, not new advice, just extending it out for another 6 months, not a precursor to the apocalypse.
Thank you for your attention etc
Thank you for your attention etc
February 9, 2026 at 5:40 PM
headlines today about the US warning flagged ships to stay out of Iranian waters in Hormuz as much as possible - this is reiteration of existing advice, not new advice, just extending it out for another 6 months, not a precursor to the apocalypse.
Thank you for your attention etc
Thank you for your attention etc
US imports of European gasoline are usually low in January, but this year they were really low.
Story here, with detail on the growing importance of Buckeye's Bahamas-based Borco blending business
www.argusmedia.com/en/news-and-...
Story here, with detail on the growing importance of Buckeye's Bahamas-based Borco blending business
www.argusmedia.com/en/news-and-...
US imports of European gasoline at 9-year low in Jan | Latest Market News
European gasoline deliveries to the US in January were the lowest since at least 2017, and were outpaced by deliveries from a Bahamas blending hub for a second consecutive month.
www.argusmedia.com
February 9, 2026 at 5:13 PM
US imports of European gasoline are usually low in January, but this year they were really low.
Story here, with detail on the growing importance of Buckeye's Bahamas-based Borco blending business
www.argusmedia.com/en/news-and-...
Story here, with detail on the growing importance of Buckeye's Bahamas-based Borco blending business
www.argusmedia.com/en/news-and-...
North Sea licence holder (no production as yet) agrees financing deal with company that will acquire royalty interests over some of its assets, then "securitise and tokenise" those and offer them to its own investors.
orcadian.energy/potential-fu...
orcadian.energy/potential-fu...
Potential Funding Structure with Albion Labs – Orcadian Energy
orcadian.energy
February 9, 2026 at 12:44 PM
North Sea licence holder (no production as yet) agrees financing deal with company that will acquire royalty interests over some of its assets, then "securitise and tokenise" those and offer them to its own investors.
orcadian.energy/potential-fu...
orcadian.energy/potential-fu...
Reposted by Ben Winkley
US company wants to buy British Steel for a 'nominal sum' AND get the government to help fund electrification. Government is over a barrel here
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...
Flacks Group opens door to British Steel acquisition | Latest Market News
US-based Flacks Group is assessing a potential takeover of British Steel for a nominal sum of money with the aim of making the steelmaker a profitable company again, the private-equity firm told <i>Ar...
www.argusmedia.com
February 6, 2026 at 11:18 AM
US company wants to buy British Steel for a 'nominal sum' AND get the government to help fund electrification. Government is over a barrel here
www.argusmedia.com/en/news-and-...
www.argusmedia.com/en/news-and-...