Henning Gloystein
@hgloy.bsky.social
Managing Director - Energy & Resources at Eurasia Group. London, formerly Singapore. Ex-Reuters. Cautious Optimist.
https://www.eurasiagroup.net/people/hgloystein
https://www.eurasiagroup.net/people/hgloystein
Reposted by Henning Gloystein
I wrote this song on Saturday, recorded it yesterday and released it to you today in response to the state terror being visited on the city of Minneapolis. It’s dedicated to the people of Minneapolis, our innocent immigrant neighbors and in memory of Alex Pretti and Renee Good.
Stay free
Stay free
Bruce Springsteen - Streets Of Minneapolis (Official Audio)
YouTube video by Bruce Springsteen
youtu.be
January 28, 2026 at 5:02 PM
I wrote this song on Saturday, recorded it yesterday and released it to you today in response to the state terror being visited on the city of Minneapolis. It’s dedicated to the people of Minneapolis, our innocent immigrant neighbors and in memory of Alex Pretti and Renee Good.
Stay free
Stay free
Reposted by Henning Gloystein
"The Kremlin is attempting to freeze Ukrainians to death," writes our correspondent in Kyiv. "But people are pressing on with their duties at temperatures where frostbite is a real danger."
This is her account of life in a shivering city.
🔗 www.politico.eu/article/ukra...
This is her account of life in a shivering city.
🔗 www.politico.eu/article/ukra...
January 24, 2026 at 12:20 PM
"The Kremlin is attempting to freeze Ukrainians to death," writes our correspondent in Kyiv. "But people are pressing on with their duties at temperatures where frostbite is a real danger."
This is her account of life in a shivering city.
🔗 www.politico.eu/article/ukra...
This is her account of life in a shivering city.
🔗 www.politico.eu/article/ukra...
A new world setting in
davos wasn’t about trump’s speech.
it was about allies concluding they can’t rely on the united states anymore.
that’s not anti-american.
it’s strategic reality.
@gzeromedia.com
it was about allies concluding they can’t rely on the united states anymore.
that’s not anti-american.
it’s strategic reality.
@gzeromedia.com
Has the US-led world order ended? | ask ian
YouTube video by GZERO Media
www.youtube.com
January 21, 2026 at 6:25 PM
A new world setting in
#Europe's #energy remains costly because of Russia's invasion of #Ukraine. Yet it's worth aknowledging how much has been achieved since the start of this war in early 2022. #Power & #gas prices have dropped substaantially. #Reneswables have expanded, #fossilfuel use has declined. That's progress.
January 9, 2026 at 12:29 PM
#Europe's #energy remains costly because of Russia's invasion of #Ukraine. Yet it's worth aknowledging how much has been achieved since the start of this war in early 2022. #Power & #gas prices have dropped substaantially. #Reneswables have expanded, #fossilfuel use has declined. That's progress.
Check out Eurasia Group's #TopRisks2026 out just now.
Risk #2: Overpowered is related to #energy and regards #electrification: #China has mastered it. The #US is ceding it. That will become impossible to ignore, globally.
You can download the full report here:
www.eurasiagroup.net/issues/Top-R...
Risk #2: Overpowered is related to #energy and regards #electrification: #China has mastered it. The #US is ceding it. That will become impossible to ignore, globally.
You can download the full report here:
www.eurasiagroup.net/issues/Top-R...
January 5, 2026 at 11:51 AM
Check out Eurasia Group's #TopRisks2026 out just now.
Risk #2: Overpowered is related to #energy and regards #electrification: #China has mastered it. The #US is ceding it. That will become impossible to ignore, globally.
You can download the full report here:
www.eurasiagroup.net/issues/Top-R...
Risk #2: Overpowered is related to #energy and regards #electrification: #China has mastered it. The #US is ceding it. That will become impossible to ignore, globally.
You can download the full report here:
www.eurasiagroup.net/issues/Top-R...
Reposted by Henning Gloystein
It’s old-fashioned to defend mainstream journalism these days but some of the most reliable reporting from people actually on the ground will be the AP and Reuters the next 24 hours. Your Substack journalist writing takes will be using frontline reporting from them.
January 3, 2026 at 8:09 AM
It’s old-fashioned to defend mainstream journalism these days but some of the most reliable reporting from people actually on the ground will be the AP and Reuters the next 24 hours. Your Substack journalist writing takes will be using frontline reporting from them.
The likelihood of a snowy Christmas has collapsed across Germany (comparing 1961-1990 with 1991-2020), according to its meteorological service DWD.
December 20, 2025 at 10:10 PM
The likelihood of a snowy Christmas has collapsed across Germany (comparing 1961-1990 with 1991-2020), according to its meteorological service DWD.
Natural gas is no longer expensive in Europe. That should also soon feed into lower wholesale electricity prices.
See below a few details from my briefings.
Let me know if you'd like to receive it.
See below a few details from my briefings.
Let me know if you'd like to receive it.
December 11, 2025 at 11:28 AM
Natural gas is no longer expensive in Europe. That should also soon feed into lower wholesale electricity prices.
See below a few details from my briefings.
Let me know if you'd like to receive it.
See below a few details from my briefings.
Let me know if you'd like to receive it.
This is a very sad, and totally avoidable development. Purely down to bad and malicious politics.
For the first time this century, the number of children worldwide who die before their fifth birthday is projected to rise, according to a new study published by the Gates Foundation.
Child deaths under 5 believed to be rising for first time in decades
Cuts to development aid from several countries is a key factor, researchers said.
www.washingtonpost.com
December 8, 2025 at 10:36 AM
This is a very sad, and totally avoidable development. Purely down to bad and malicious politics.
Peak #coal (finally)? 2025 Jan-Oct seaborne thermal coal volumes were lower than than in 2024 and 2023. It's possible this was a economy/weather related dip. Yet given strong growth in #renewables, #storage I reckon coal use for #power generation is in structural decline (i.e. it's peaked). 🤞
November 13, 2025 at 2:17 PM
Peak #coal (finally)? 2025 Jan-Oct seaborne thermal coal volumes were lower than than in 2024 and 2023. It's possible this was a economy/weather related dip. Yet given strong growth in #renewables, #storage I reckon coal use for #power generation is in structural decline (i.e. it's peaked). 🤞
#Ukraine has suffered what may be the biggest attacks on its #energy infrastructure that any country has ever endured. #Russia has struck every power station plus its gas production, bringing available capacity to virtually zero–which to my knowledge has never happened to a nation.
November 11, 2025 at 4:14 PM
A Gob of Bassets? A Punch of Boxers?
What is the collective name for a group of Labradors?
A Hungry
A Hungry
November 8, 2025 at 12:11 PM
A Gob of Bassets? A Punch of Boxers?
#EU #coal prices have plunged to around $90/t, the lowest level since May'21 amid a shift to #cleanpower & #renewables. Coal's power share in the EU has plunged from 40% in 1985 to just over 10%. It'll take some time to feed through, but lower fuel import reliance will bring down power costs too.
October 14, 2025 at 9:18 AM
#EU #coal prices have plunged to around $90/t, the lowest level since May'21 amid a shift to #cleanpower & #renewables. Coal's power share in the EU has plunged from 40% in 1985 to just over 10%. It'll take some time to feed through, but lower fuel import reliance will bring down power costs too.
Amazing little moments of serendipity. I bumped into my friend & #EurasiaGroup colleague Scott Young at #Toronto airport today. He was transiting British Columbia/Europe. Me the other way. Had two lovely beers at #AirCanadaCafe
September 29, 2025 at 11:47 PM
Amazing little moments of serendipity. I bumped into my friend & #EurasiaGroup colleague Scott Young at #Toronto airport today. He was transiting British Columbia/Europe. Me the other way. Had two lovely beers at #AirCanadaCafe
#China #US #India #Russia emit more than 50% of all #CO2. The #EU would also be near the top if it were counted as one. That means almost all #emissions come from the northern hemisphere and it explains why the #GlobalSouth demands #ClimateAction must first be taken by those that have emitted most.
September 26, 2025 at 10:57 AM
#China #US #India #Russia emit more than 50% of all #CO2. The #EU would also be near the top if it were counted as one. That means almost all #emissions come from the northern hemisphere and it explains why the #GlobalSouth demands #ClimateAction must first be taken by those that have emitted most.
#Inflation has been a populist enabler in rich countries. It's outpaced #GDP growth for years, so most people have become poorer. It's toxic, esp since the super-rich get richer from equity booms/tax breaks. Gvts must urgently get growth over inflation to prevent a further rise of anger politics.
September 24, 2025 at 4:20 PM
#Inflation has been a populist enabler in rich countries. It's outpaced #GDP growth for years, so most people have become poorer. It's toxic, esp since the super-rich get richer from equity booms/tax breaks. Gvts must urgently get growth over inflation to prevent a further rise of anger politics.
Gee, Abbey was sweet
It’s my adoption anniversary!!!
Here’s me on my car trip home to my new family
Here’s me on my car trip home to my new family
September 23, 2025 at 2:35 PM
Gee, Abbey was sweet
Reposted by Henning Gloystein
I would like to apply to be part of the #GBBO cleanup crew
My skills are:
- making food disappear quickly
- excellent handshakes
- cleaning up spills
My skills are:
- making food disappear quickly
- excellent handshakes
- cleaning up spills
September 19, 2025 at 6:58 PM
I would like to apply to be part of the #GBBO cleanup crew
My skills are:
- making food disappear quickly
- excellent handshakes
- cleaning up spills
My skills are:
- making food disappear quickly
- excellent handshakes
- cleaning up spills
#Oil intensity is falling in big economies (incl #China). It explains why oil demand growth is flatlining. Though there's a big outlier in #SouthKorea, which has taken on petrochemical/refining capacity as others have cut back, overal oil intensity has been declining for 20 years in big economies.
September 8, 2025 at 10:01 AM
#Oil intensity is falling in big economies (incl #China). It explains why oil demand growth is flatlining. Though there's a big outlier in #SouthKorea, which has taken on petrochemical/refining capacity as others have cut back, overal oil intensity has been declining for 20 years in big economies.
#Electricity in #France on 3 Sep averaged -€13/MWh as #solar & #wind output soared. A problem for grid operators (power surges/drops can destabilize them), it signals the solution is to bring on batteries/lines to store/send surplus to times/regions of deficits/high prices. Result: lower avg prices.
September 5, 2025 at 12:31 PM
#Electricity in #France on 3 Sep averaged -€13/MWh as #solar & #wind output soared. A problem for grid operators (power surges/drops can destabilize them), it signals the solution is to bring on batteries/lines to store/send surplus to times/regions of deficits/high prices. Result: lower avg prices.
#China’s demographic peak (it's lost 25 million people sincce 2020) and its green boom since Covid mean its #oil demand has topped out. While #India’s demand will grow, its economy is less oil-thirsty and also greening so won't make up for China’s drop. Whisper it: may this mean peak oil demand?
September 4, 2025 at 4:04 PM
Growth in #LNG demand since 2022 has been negligible, and less down to structural demand growth and more due to winter weather patterns in the northern hemisphere, e.g. cold spell across Europe and North America in Jan-24, and a late winter cold snap in Europe in Mar-2025.
August 28, 2025 at 11:00 AM
Growth in #LNG demand since 2022 has been negligible, and less down to structural demand growth and more due to winter weather patterns in the northern hemisphere, e.g. cold spell across Europe and North America in Jan-24, and a late winter cold snap in Europe in Mar-2025.
The global share of combustion engines has plunged from 90% in 2019 to not much more than 50% in 2025.
With #EV sales (incl. hybrids) to hit 20+ mln in 2025 we’ve reached levels forecast by the IEA’s most bullish scenario for 2030 in 2019-which was largely dismissed esp by the #oil industry.
With #EV sales (incl. hybrids) to hit 20+ mln in 2025 we’ve reached levels forecast by the IEA’s most bullish scenario for 2030 in 2019-which was largely dismissed esp by the #oil industry.
August 22, 2025 at 11:23 AM
#China & #India Jan-Jul 2025 combined #oil imports were almost 3 mln bpd lower than that time 2024, depriving the market of what used to be its most important sources of demand growth. That, plus #OPEC supply increases, helps explain relatively low #crude prices despite #geopolitical tensions....
August 11, 2025 at 5:31 PM