Max Pyziur
@eprinc-mpyziur.bsky.social
Director
⛽️Transportation Fuels⛽️
🔥#NaturalGas🔥
⚡️#Electricity💡
.eprinc.org - Non-Profit Energy Research Since 1944
#Energy #EnergySecurity #OOTT #ONGT
⛽️Transportation Fuels⛽️
🔥#NaturalGas🔥
⚡️#Electricity💡
.eprinc.org - Non-Profit Energy Research Since 1944
#Energy #EnergySecurity #OOTT #ONGT
U.S. ⛽️#Gasoline #prices generally rise during #Summer driving season.
But not in 2025 despite consistent #demand, low #inventories, #Hormuz|#Iran|#MiddleEast turmoil, high but flattening U.S. #CrudeOil production.
$MPC $VLO $PSX $BP $XOM $CVX
#Energy #OOTT 🚗️#Automobiles
But not in 2025 despite consistent #demand, low #inventories, #Hormuz|#Iran|#MiddleEast turmoil, high but flattening U.S. #CrudeOil production.
$MPC $VLO $PSX $BP $XOM $CVX
#Energy #OOTT 🚗️#Automobiles
July 9, 2025 at 11:52 AM
Diverging trends:
U.S. #Summer #Residential #Electricity is trending lower, down 0.5% annually since 2020
But it costs more, w monthly bills rising 4.7% yearly.
#Electricity
#OOTT #ONGT
U.S. #Summer #Residential #Electricity is trending lower, down 0.5% annually since 2020
But it costs more, w monthly bills rising 4.7% yearly.
#Electricity
#OOTT #ONGT
June 11, 2025 at 12:31 PM
April 9, 2025 at 1:06 PM
🤔Consider ⬇️#This⬇️🤔️
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$WMB $ET $KMI $OKE $EQT $LNG $EPD $PAA
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$WMB $ET $KMI $OKE $EQT $LNG $EPD $PAA
The expansion in domestic #electricity demand + #CrudeOil, #NaturalGas, and #Diesel export growth, additional #Pipeline capacity will be required.
But the combo of setbacks from #COVID plus restrictive #permitting has led to a curtailment in new capacity to 2030.
$WMB $ET $KMI
#ONGT #OOTT
But the combo of setbacks from #COVID plus restrictive #permitting has led to a curtailment in new capacity to 2030.
$WMB $ET $KMI
#ONGT #OOTT
March 26, 2025 at 12:19 PM
🤔Consider ⬇️#This⬇️🤔️
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$WMB $ET $KMI $OKE $EQT $LNG $EPD $PAA
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$WMB $ET $KMI $OKE $EQT $LNG $EPD $PAA
🤔Consider ⬇️ #This⬇️🤔️
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
In the late 2000s, an #Appalachian #fracked well produced an average of 330 mcf/d; by 2024 this rose to 28.6 mmcf/d.
#Permian fracked wells produced an average of 60 bpd in 2007; in 2024 #Permian wells rose to 1,400 bpd.
#EnergyBlueSky #ONGT #OOTT
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
#Permian fracked wells produced an average of 60 bpd in 2007; in 2024 #Permian wells rose to 1,400 bpd.
#EnergyBlueSky #ONGT #OOTT
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
March 19, 2025 at 12:57 PM
🤔Consider ⬇️ #This⬇️🤔️
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
👀 #EnergyBlueSky #ONGT #OOTT #NaturalGas #CrudeOil
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
🤔Consider ⬇️ #This⬇️🤔️
👀 #EnergyBlueSky #ONGT #OOTT #ONGT #NaturalGas
$KMI $TRP $ENB $ET $WMB $LNG $EQT
👀 #EnergyBlueSky #ONGT #OOTT #ONGT #NaturalGas
$KMI $TRP $ENB $ET $WMB $LNG $EQT
March 6, 2025 at 6:20 PM
🤔Consider ⬇️ #This⬇️🤔️
👀 #EnergyBlueSky #ONGT #OOTT #ONGT #NaturalGas
$KMI $TRP $ENB $ET $WMB $LNG $EQT
👀 #EnergyBlueSky #ONGT #OOTT #ONGT #NaturalGas
$KMI $TRP $ENB $ET $WMB $LNG $EQT
#Mozambique #LNG is a huge opportunity to counter #China|s economic influence in #Africa.
#EximBankUS is the lgst source of financing at $4.7B
#EximBankUS est 17K US jobs, 68 suppliers, 8 states; others prdct 20k impacts, 140 US suppliers, in 21 states ==> $2.7B w $600M in taxes
#EximBankUS is the lgst source of financing at $4.7B
#EximBankUS est 17K US jobs, 68 suppliers, 8 states; others prdct 20k impacts, 140 US suppliers, in 21 states ==> $2.7B w $600M in taxes
February 26, 2025 at 3:37 PM
U.S. #NaturalGas #infrastructure is tightly integrated w #Canada & #Mexico. Large synergies are gained from this.
@realDonaldTrump|s #Tariffs wd impair these efficiencies.
A 10% #tariff on #Canadian #imports would easily add $1.1 billion in costs.
$TRP $ENB $ET $WMB
#ONGT #OOTT #ONGT #NaturalGas
@realDonaldTrump|s #Tariffs wd impair these efficiencies.
A 10% #tariff on #Canadian #imports would easily add $1.1 billion in costs.
$TRP $ENB $ET $WMB
#ONGT #OOTT #ONGT #NaturalGas
February 19, 2025 at 1:57 PM
🤔Consider ⬇️#This⬇️🤔️
👀#EnergyTwitter #CrudeOil ⛽️#Gasoline
$MPC $VLO $PSX $BP $KMI $SU $TRP $ENB
#Energy #OOTT
👀#EnergyTwitter #CrudeOil ⛽️#Gasoline
$MPC $VLO $PSX $BP $KMI $SU $TRP $ENB
#Energy #OOTT
February 12, 2025 at 2:17 PM
At 2,800 TBD from #Canada into the U.S. #Midwest and 780 TBD from #Mexico into the U.S. Gulf Coast, the quality of these crudes is critical for #refinery|s in these regions to work efficiently and be profitable.
#EnergyBlueSky #OOTT #CrudeOil #Gasoline #Propane #Diesel
#EnergyBlueSky #OOTT #CrudeOil #Gasoline #Propane #Diesel
February 5, 2025 at 1:52 PM
Despite minimal long-term growth in 🇺🇸U.S. ⛽️#gasoline demand, #mobility increased in terms of #VMTs) from 2,700 billion VMTs in 2000 to 3,210 in 2022, a yrly rate of almost 1%.
This implies an efficiency gain from 21 #MPG|s in 2000 to 24 MPG in 2024
#EnergyBsky #OOTT
This implies an efficiency gain from 21 #MPG|s in 2000 to 24 MPG in 2024
#EnergyBsky #OOTT
January 29, 2025 at 1:03 PM
Since the 2024 election, #crudeoil and 🔵#NaturalGas prices have diverged. After being flat, #Gasoline & #Diesel prices have risen.
@realdomaldtrump.bsky.social|s campaign commitment to lift #JoeBiden|s #LNG pause ( #LNGPause) was material.
#BskyTwitter #OOTT #ONGT #CrudeOil #NaturalGas
@realdomaldtrump.bsky.social|s campaign commitment to lift #JoeBiden|s #LNG pause ( #LNGPause) was material.
#BskyTwitter #OOTT #ONGT #CrudeOil #NaturalGas
January 22, 2025 at 3:23 PM
(1/2) 🇺🇸U.S. #sanctions policy against 🇮🇷Iran|s #Petroleum #Exports has varied. W increased $ from exports #Iran is able to send weapons to #Russia and #insurgents
#China has become the dominant buyer of #Iran|s exports
#OOTT #ONGT #EnergyTwitter #EnergySecurity
#CrudeOil
#China has become the dominant buyer of #Iran|s exports
#OOTT #ONGT #EnergyTwitter #EnergySecurity
#CrudeOil
December 11, 2024 at 2:17 PM
🤔Consider ⬇️#This
#OOTT #ONGT #EnergyTwitter #Electricity #EnergySecurity
#EVs
@Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
#OOTT #ONGT #EnergyTwitter #Electricity #EnergySecurity
#EVs
@Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
(1/3) #Regulatory #Credits account for a significant share of $TSLA #Tesla|s Gross Profits, varying between 10% and 30%
#EVs @Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
#EVs @Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
November 20, 2024 at 2:29 PM
🤔Consider ⬇️#This
#OOTT #ONGT #EnergyTwitter #Electricity #EnergySecurity
#EVs
@Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
#OOTT #ONGT #EnergyTwitter #Electricity #EnergySecurity
#EVs
@Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
Reposted by Max Pyziur
Lutnick to Commerce, which has powers of section 232 tariffs and tons of export controls plus a range of important economic statecraft tools. Still waiting confirmation and info on Treasury, USTR (lighthizer with a trade czar role) and info on deputies etc. quite imp re BIS (export controls etc)
November 19, 2024 at 5:22 PM
Lutnick to Commerce, which has powers of section 232 tariffs and tons of export controls plus a range of important economic statecraft tools. Still waiting confirmation and info on Treasury, USTR (lighthizer with a trade czar role) and info on deputies etc. quite imp re BIS (export controls etc)
Reposted by Max Pyziur
Chris Wright, Trump's pick for Energy Secretary, is a oil services company CEO, MIT grad and someone who has some thoughts on climate change.
Keep in mind that DOE is in charge of handing out government funds for next-gen energy development.
www.politico.com/news/2024/11...
Keep in mind that DOE is in charge of handing out government funds for next-gen energy development.
www.politico.com/news/2024/11...
Trump taps oil executive Chris Wright as Energy secretary
The oil executive and GOP fundraiser disputes the need to fight against climate change.
www.politico.com
November 16, 2024 at 11:48 PM
Chris Wright, Trump's pick for Energy Secretary, is a oil services company CEO, MIT grad and someone who has some thoughts on climate change.
Keep in mind that DOE is in charge of handing out government funds for next-gen energy development.
www.politico.com/news/2024/11...
Keep in mind that DOE is in charge of handing out government funds for next-gen energy development.
www.politico.com/news/2024/11...
(1/4) Currently, using best estimates, there are 2,602 #DataCenters in the #U.S.
Another 139 are under construction and 268 are planned. Total projected load growth is 19,270 #MWs.
$AMZN $MSFT $GOOG $IRM $DLR $PLD @DataCenters_QTS
#OOTT #ONGT #EnergySecurity ⚡️#Electricity #NaturalGas
Another 139 are under construction and 268 are planned. Total projected load growth is 19,270 #MWs.
$AMZN $MSFT $GOOG $IRM $DLR $PLD @DataCenters_QTS
#OOTT #ONGT #EnergySecurity ⚡️#Electricity #NaturalGas
November 13, 2024 at 4:38 PM
(1/4) Currently, using best estimates, there are 2,602 #DataCenters in the #U.S.
Another 139 are under construction and 268 are planned. Total projected load growth is 19,270 #MWs.
$AMZN $MSFT $GOOG $IRM $DLR $PLD @DataCenters_QTS
#OOTT #ONGT #EnergySecurity ⚡️#Electricity #NaturalGas
Another 139 are under construction and 268 are planned. Total projected load growth is 19,270 #MWs.
$AMZN $MSFT $GOOG $IRM $DLR $PLD @DataCenters_QTS
#OOTT #ONGT #EnergySecurity ⚡️#Electricity #NaturalGas