Tag: emissions prices

Best in Energy – 21 February 2023

India directs private coal-fired generators to run

EU heat pump sales surge on high energy prices

Russia/U.S./China trilateral relationship ($WSJ)

Russia/Netherlands infrastructure threat ($FT)

U.S/China intellectual property conflicts ($WSJ)

U.S./China technology export controls ($WSJ)

U.S./Taiwan step up military cooperation

China’s coal output and emissions ($BBG)

Ion’s ransomware attack ($FT)

EUROZONE manufacturers reported business activity fell in February for the eighth consecutive month. Preliminary estimates from partial survey data put the purchasing managers’ index at 48.5 (25th percentile for all months since 2006) in February compared with 48.8 (26th percentile) in January:

EU EMISSIONS allowance prices have hit a record €100 per tonne of CO2 equivalent for the compliance period ending in December 2023:

Best in Energy – 8 August 2022

Russia oil discounts narrow on China/India demand

Germany’s river freight restricted by low water level

Bangladesh explores rotating factory closure ($BBG)

Asia’s emissions market prices are still low ($BBG)

China’s navy and air force practices Taiwan blockade

China forecasts flooding in major coal areas (trans.)

U.S. shale producers focus on higher oil prices ($FT)

U.S./China navy competition and Northern Sea Route

EUROPEAN GAS OIL calendar spreads between December 2022 and December 2023 have fallen into a backwardation of less than $11 per barrel from almost $33 in mid-June, as traders anticipate the onset of a recession depressing consumption:

JAPAN LNG STOCKS at the end of May had risen to 2.36 million tonnes, the highest for the time of year for at least seven years, as the country’s utilities accumulate inventories to protect against possible supply disruptions in winter 2022/23:

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