Best in Energy – 25 April 2023

U.S. shale sector has matured (Bloomberg)

Iraq/Turkey oil flows still halted (Reuters)

Global diesel margins narrow (Reuters)

China’s hydrogen deployment (Xinhua)

U.S./China and the route to conflict (FT)

Global supply chains are changing (WSJ)

EUROPE’s front-month gas futures price has fallen below €40 per megawatt-hour, down from €189 at the start of winter 2022/23, to encourage more consumption from energy-intensive industries and power generators while redirecting LNG flows to customers in South and East Asia:

CHINA’s southwest received far less precipitation than average in the second half of 2022 and low rainfall has persisted into 2023, threatening hydroelectric power generation and industrial output:

Published by

John Kemp

Energy analyst, public policy specialist, amateur historian