India cuts electricity to industrial users
EU importers to pay for gas in roubles ($FT)
China’s major problem with vaccines ($BBG)
Poland/Bulgaria alternatives to Russian gas
Automakers revert to vertical integration
China’s passenger rail traffic down (trans.)
U.S. gas production areas
INDIA’s electricity consumption climbed to a record of more than 201,000 megawatts at the peak on April 26. But grid stability is deteriorating with average frequency trending lower and prolonged under-frequency excursions pointing to insufficient generation. Frequency is now so low for so much of the day controllers no longer appear to be trying to maintain it close to 50.0 Hz and have instead accepted a lower frequency as normal. States have begun to restrict supplies to industrial users during peak hours to maintain stability and reduce the risk of a cascading failure:
U.S. PETROLEUM inventories fell by -2 million bbl to 1,697 million bbl last week and are now down by -421 million bbl since the start of July 2020:
U.S. DISTILLATE inventories fell -1 million bbl to just 107 million bbl last week, the lowest seasonal level since 2008:
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