John Kemp @JKempEnergy
Energy analyst, public policy specialist, amateur historian. Currently at Reuters. Welcome constructive debate. Zero tolerance for trolling. Like = bookmark jkempenergy.com London Joined February 2014-
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FUNDS negative towards U.S. crude and fuels amid ample stocks: reuters.com/markets/commod…
Iran's capacity to move oil reliant on Malaysian providers, US official says reuters.com/business/energ…
IF YOU would like to receive a free daily digest of best in energy news + my research notes, you can add your email to the circulation list here: eepurl.com/dxTcl1
IF YOU would like to receive a free daily digest of best in energy news + my research notes, you can add your email to the circulation list here: eepurl.com/dxTcl1
GLOBAL TRADE set for cyclical recovery in 2024/25: ft.com/content/3451ba…
IF YOU would like to receive a free daily digest of best in energy news + my research notes, you can add your email to the circulation list here: eepurl.com/dxTcl1
OPEC⁺ likey to extend production cuts in June: reuters.com/markets/commod…
U.K. electricity distribution capacity limits house building projects: theguardian.com/business/artic…
She was capable of carrying over 4 million barrels, which is twice that of today’s 333m long and 60m wide VLCC. Ultimately, the vessel was simply too large to maneuver in ports and deemed impractical. Definitely an incredible engineering marvel, but you live and you learn.
She was capable of carrying over 4 million barrels, which is twice that of today’s 333m long and 60m wide VLCC. Ultimately, the vessel was simply too large to maneuver in ports and deemed impractical. Definitely an incredible engineering marvel, but you live and you learn.
Excited to share thoughts w/ @ForeignAffairs on the underlying drivers of China's nuclear expansion, the implications for US-China security & overall relations, and essential measures needed to address core issues in nuclear and broader bilateral ties. 1/2 foreignaffairs.com/china/real-mot…
CHINA’s heavy rains over the last month will boost run off across the southeast river systems and the middle and lower stretches of the Yangtze. But rainfall remains below normal further west, limiting generation from the series of massive new dams on the upper reaches of the…
INDIA’s transmission grid served a peak load of 222 million kilowatts in March 2024 (+6% higher than a year earlier) while total load served during the month was 139 billion kilowatt-hours (+9% higher than the previous year):
Russia can't match a Western asset seizure, but it can inflict pain reuters.com/world/europe/r…
LONG-READ COLUMN: The US Gulf of Mexico is about to boom again -- 15 years after the Deepwater Horizon oil spill. BP and several others are racing to develop the new frontier in the basin: ultra high-pressure, high-temperature oilfields. #OOTT @opinion bloomberg.com/opinion/featur…
IF YOU would like to receive a free daily digest of best in energy news + my research notes, you can add your email to the circulation list here: eepurl.com/dxTcl1
[CHARTBOOK] Europe's gas inventories and prices during the winter of 2023/24 - summary of the principal dynamics and drivers now winter is over: jkempenergy.files.wordpress.com/2024/05/europe…
U.S. CRUDE OIL inventories outside the strategic petroleum reserve accumulated by +7 million barrels over the seven days ending on April 26, reversing depletion of -6 million barrels the week before. The increase was concentrated along the Gulf of Mexico (PADD 3), where stocks…
Record Month for Containership Newbuild Deliveries in April gcaptain.com/record-month-f…
Javier Blas @JavierBlas
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5K Followers 2K Following Energy reporter for @business in 🇯🇵. Op/Tweets my own, RT ≠ endorsement. ブルームバーグニュース東京支局エネルギー記者I doubt this was intentional involvement in misinformation or anything like that. But it points to being too close to unreliable sources and or passing on gossip and speculation without enough critical judgement.
@JKempEnergy 19th century infrastructure for 21st century energy.
@JKempEnergy I wonder if the issue is pounds (£), permits or actual power availability. Incremental costs of £5.7k to get power for a house is only 1-2% of the sale value. You'll have home buyers who spend that much on a garden.
I'm quite enjoying the Shardlake adaptation. Nice to see a TV adaptation of a great book done so well.
I'm replaying Railroad Tycoon 2 and I forgot how technical the financing mechanics are, like what do you mean I can't issue new bonds because my credit rating is too low? How else am I supposed to replace my depreciating engines and extend my rail line to sustain revenue growth?
Australia shipped more #coal to China than Japan in April, the first time this has happened in any month since June 2020. This shows the impact of the end of Beijing’s unofficial import ban, but also Japan's trend toward lower imports. #ausbiz #energy reuters.com/markets/commod…
"No threat for now to oil production facilities around the Persian Gulf or tanker routes via the Strait of Hormuz. Ratio of long positions to short ones was cut even more aggressively to 3.51:1 down from a recent high of 4.97:1 in late March." Credit: @JKempEnergy
If you are anyone that works in energy, this is an absolute must read daily
IF YOU would like to receive a free daily digest of best in energy news + my research notes, you can add your email to the circulation list here: eepurl.com/dxTcl1
Had a crazy good brunch with @JWJThomas, @EstelleNJ01 and @Oceane_Duboust this afternoon, finding refuge from torrential downpours! 🌧☂️
@JKempEnergy Tunneling is normally a lot more expensive, but when your building train lines across some of the most expensive countryside on the planet I've wondered whether tunneling might be cheaper.
@JKempEnergy The sewer is £0.184b/km vs HS2 at £0.224b/km. Obviously a poor comparison, but I wonder if there’s lessons to be learnt from the sewers tunnelling costs.
The pandemic instigated a big shift in working arrangements, with surprisingly benign effects on productivity, with benefits for workers and firms, from Steven J. Davis nber.org/papers/w32363
@JKempEnergy Don’t you have to consider the historical beta of the back contracts to claim whether the prices have risen less or not?
@JKempEnergy Today vs roughly three months ago.
Sunny Tuesday, blue skies but still a cold breeze kept the temperature in single digits - no complaints here!
@JKempEnergy I buy my laundry detergent from dollarama, its 3 bucks a jug and works great
@JKempEnergy The problem is that after consumers learn they can get similar results for less its gonna take a hell of a lot of convincing to get them back.