#  @SStapczynski Stephen Stapczynski Stephen Stapczynski posts on X about china, japan, russia, gas the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1449880381/interactions)  - [--] Week [-------] +106% - [--] Month [-------] -4.50% - [--] Months [---------] +42% - [--] Year [---------] -58% ### Mentions: [--] [#](/creator/twitter::1449880381/posts_active)  - [--] Week [--] -31% - [--] Month [---] -4.60% - [--] Months [---] +39% - [--] Year [---] -11% ### Followers: [------] [#](/creator/twitter::1449880381/followers)  - [--] Week [------] +0.06% - [--] Month [------] +0.78% - [--] Months [------] +3.90% - [--] Year [------] +7.40% ### CreatorRank: [-------] [#](/creator/twitter::1449880381/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 48.82% [finance](/list/finance) 17.32% [travel destinations](/list/travel-destinations) 5.51% [automotive brands](/list/automotive-brands) 2.36% [stocks](/list/stocks) 0.79% [technology brands](/list/technology-brands) 0.79% **Social topic influence** [china](/topic/china) 14.96%, [japan](/topic/japan) #3116, [russia](/topic/russia) 8.66%, [gas](/topic/gas) 4.72%, [tariffs](/topic/tariffs) 3.94%, [countries](/topic/countries) 3.94%, [investment](/topic/investment) 3.15%, [beijing](/topic/beijing) 3.15%, [qatar](/topic/qatar) 2.36%, [lng](/topic/lng) 2.36% **Top accounts mentioned or mentioned by** [@vgdeepdive](/creator/undefined) [@lnginvestor](/creator/undefined) [@realmemes6](/creator/undefined) [@lilipike](/creator/undefined) [@susansakmar](/creator/undefined) [@javierblas](/creator/undefined) [@pzzaslize](/creator/undefined) [@davidfickling](/creator/undefined) [@iea](/creator/undefined) [@irajoseph](/creator/undefined) [@columbiauenergy](/creator/undefined) [@johncbussey](/creator/undefined) [@japansociety](/creator/undefined) [@asimriaz1978](/creator/undefined) [@tylermacro10](/creator/undefined) [@faseehmangi](/creator/undefined) [@itoldya6](/creator/undefined) [@rynokinsight](/creator/undefined) [@fbmhero](/creator/undefined) [@hectar_global](/creator/undefined) ### Top Social Posts Top posts by engagements in the last [--] hours "Will China's coal production hit another record this year ๐ชจ Chinas main coal industry body warns that imports may fall if Indonesia moves to restrict shipments They see production hitting a record [----] billion tons in [----] but could go higher if imports drop sharply" [X Link](https://x.com/SStapczynski/status/2021124933389320288) 2026-02-10T07:31Z 64.2K followers, 44.1K engagements "Japanese utility joins investment in US nuclear SMR technology ๐ค โข Chubu Electric will invest in Nuscale by acquiring shares from the Japan Bank for International Cooperation ๐ Japan is considering to build SMRs and other advanced nuclear tech to meet net-zero goals" [X Link](https://x.com/SStapczynski/status/1699671047560483316) 2023-09-07T06:28Z 64.3K followers, 28.9K engagements "Takaichis decisive win cements Japans push to revive nuclear power โคโข She has kept nuclear power central to the nation's energy policy and has advocated for the restart of Kashiwazaki-Kariwa (Japan's largest nuclear plant) Meanwhile she has been quite critical of solar" [X Link](https://x.com/SStapczynski/status/2020665529791316249) 2026-02-09T01:06Z 64.2K followers, 38.7K engagements "Global LNG market is at risk of being tighter for longer ๐ข โ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026 https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026" [X Link](https://x.com/SStapczynski/status/2020892958304899292) 2026-02-09T16:10Z 64.2K followers, 34.1K engagements "LNG demand in Europe is so strong that it's taking a shipment *FROM CHINA* โ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the worlds largest LNG Buyer) Europe's LNG imports have surged as it moves to replace Russian pipeline gas" [X Link](https://x.com/SStapczynski/status/2021810587811164395) 2026-02-12T04:56Z 64.2K followers, 20.9K engagements "Japan will today restart a reactor that was shut for [--] years โข โก Shimane No [--] will resume this afternoon โ This is the 14th reactor to restart under post-Fukushima safety rules. But most operable units still shut ๐ Japan aims to use nuclear to curb fossil fuel imports" [X Link](https://x.com/SStapczynski/status/1865195383686922340) 2024-12-07T00:43Z 64.2K followers, 31.7K engagements "Japan to approve restart of a nuclear reactor for the first time since [----] โข๐จ ๐ The regulator is poised to give preliminary approval to Hokkaido Electric's idled Tomari No. [--] reactor (offline since 2012) โ This is a key step before restart. Theyre aiming to resume in 2027" [X Link](https://x.com/SStapczynski/status/1914909121767465196) 2025-04-23T05:08Z 64.2K followers, 16.7K engagements "Japan secures more LNG from the US amid energy security push ๐ค ๐ข Kyushu Electric will buy up to [--] million tons/year from the Lake Charles project in Louisiana โ This is Kyushu Electric's first long-term contract with a US project" [X Link](https://x.com/SStapczynski/status/1927958294997487896) 2025-05-29T05:20Z 64.2K followers, 20.2K engagements "JAPAN MOVES TO BUILD FIRST NEW NUCLEAR REACTOR SINCE [----] FUKUSHIMA DISASTER ๐จ โข Kansai Electric will begin studying replacing an older reactor with a next-gen unit at its Mihama facility the Nikkei reported https://www.nikkei.com/article/DGXZQOUF119J90R10C25A7000000/ https://www.nikkei.com/article/DGXZQOUF119J90R10C25A7000000/" [X Link](https://x.com/SStapczynski/status/1946175447194271748) 2025-07-18T11:49Z 64.2K followers, 43.1K engagements "Japan's offshore wind plans are falling apart ๐จ โ Mitsubishi Corp will withdraw from three offshore wind power projects due to profitability concerns ๐ฐ The global offshore wind industry is faltering amid high interest rates & material costs (and anti-green pushback)" [X Link](https://x.com/SStapczynski/status/1960309388868005907) 2025-08-26T11:52Z 64.2K followers, 22.6K engagements "This Mitsubishi purchase is HUGE The asset is forecast to produce (at peak) the equivalent of 18mtpa on an LNG basis That is ***25%*** of Japan's total LNG demand Of course not all of that gas produced will be turned into LNG and sent to Japan. But it sure is a lot of gas" [X Link](https://x.com/SStapczynski/status/2012049602502148443) 2026-01-16T06:29Z 64.2K followers, [----] engagements "EUROPEAN GAS PRICES SURGE TO 8-MONTH HIGH ๐โ ๐ฅถ Dutch TTF futures jumped more than 10% on Friday amid an outlook for cold weather in Europe ๐ง This comes as frigid temperature hit Asia which competes with Europe for LNG โ Sure looks like the shorts are getting squeezed" [X Link](https://x.com/SStapczynski/status/2012156812435612139) 2026-01-16T13:35Z 64.3K followers, 64.7K engagements "The silver rally is becoming a big issue for solar panel makers โ โ ๐ฐ The trace amount of silver used in solar cells now accounts for 30% of the total cost of a panel ๐ It was just just 3.4% in [----] and 14% last year This adds more pressure to Chinas solar power firms" [X Link](https://x.com/SStapczynski/status/2015211148887613610) 2026-01-24T23:52Z 64.2K followers, 103.3K engagements "The EU is "actively looking" for alternative LNG supplies that aren't from the US โ ๐จ US Greenland threat is a wake up call for EU on energy said Energy Commissioner Dan Jorgensen ๐๐ CONTEXT: The US became the top LNG supplier to Europe in the last few years ๐๐" [X Link](https://x.com/SStapczynski/status/2016493767742915069) 2026-01-28T12:49Z 64.2K followers, 53.5K engagements "Seems like everyone on this website right now" [X Link](https://x.com/SStapczynski/status/2017311459307622512) 2026-01-30T18:58Z 64.2K followers, [----] engagements "More Japanese LNG demand โฅ ๐ข โข Chubu Electric considers to omit nuclear power from its next business management plan. Its reactor restart was suspended due to data misconduct ๐ Hokkaido Electric plans to build a new LNG power plant by 2035" [X Link](https://x.com/SStapczynski/status/2017845945946472529) 2026-02-01T06:22Z 64.2K followers, [----] engagements "Trump said he talked to Xi about China purchasing US oil and gas ๐ค ๐ข Its been about a year since China stopped importing US LNG after Beijing slapped tariffs on the fuel โ Chinese companies also havent signed any new purchase agreements with US LNG export projects" [X Link](https://x.com/SStapczynski/status/2019076211222233570) 2026-02-04T15:50Z 64.2K followers, [----] engagements "Belgium looks at more nuclear power for longer ๐คโข The government is in talks with Engie about extending the life of the Doel [--] and Tihange [--] reactors by [--] years and whether others could also come online (Previous deal is for the units to operate [--] years longer)" [X Link](https://x.com/SStapczynski/status/2019315240186572830) 2026-02-05T07:40Z 64.2K followers, [----] engagements "Four charts that show how China is beating the US in the energy race โก 1) Since [----] China has added more power capacity than the US has in its history Via @lili_pike" [X Link](https://x.com/SStapczynski/status/2019334854631166077) 2026-02-05T08:58Z 64.3K followers, 18.4K engagements "Japans largest nuclear power plant will try for a second time to restart on Monday โข Tepco will resume the No. [--] reactor at Kashiwazaki-Kariwa. The plants seven reactors have been shut for over a decade It tried to restart last month but halted due to an electrical issue" [X Link](https://x.com/SStapczynski/status/2020326861121941958) 2026-02-08T02:40Z 64.2K followers, [----] engagements "President Trump to use Pentagon contracts to sustain operations of US coal-fired power plants โค ๐ชจ Trump will direct Defense Secretary Hegseth to enter into agreements to purchase electricity from coal plants to power military operations https://www.bloomberg.com/news/articles/2026-02-11/trump-to-direct-pentagon-to-buy-coal-in-bid-to-revive-industry https://www.bloomberg.com/news/articles/2026-02-11/trump-to-direct-pentagon-to-buy-coal-in-bid-to-revive-industry" [X Link](https://x.com/SStapczynski/status/2021438934530896211) 2026-02-11T04:19Z 64.3K followers, [----] engagements "These ships will be key to Russia expanding LNG exports ๐ข The biggest hurdle facing Arctic LNG [--] is the lack of shipping because of US sanctions. The new Arc7 ships will change that Russias sanctioned Arctic LNG [--] plant is expected to receive two more domestically constructed ice-class liquefied natural gas carriers in [----] https://t.co/vr4O2aNasb Russias sanctioned Arctic LNG [--] plant is expected to receive two more domestically constructed ice-class liquefied natural gas carriers in [----] https://t.co/vr4O2aNasb" [X Link](https://x.com/SStapczynski/status/2021580291823808902) 2026-02-11T13:41Z 64.3K followers, [----] engagements "The Arctic LNG [--] plant is key to Russias ambitions to triple its production of super-chilled fuel to [---] million tons a year However Western restrictions imposed after Russias invasion of Ukraine forced Moscow to delay the timeframe for this target" [X Link](https://x.com/SStapczynski/status/2021583609761579053) 2026-02-11T13:54Z 64.2K followers, [----] engagements "It also shows how Chinese LNG is still weak Imports have lagged over the last year as Chinese end-users turn to cheaper alternatives. Inventories for winter were also high allowing for re-exports https://www.bloomberg.com/news/articles/2026-02-12/gas-hungry-europe-to-get-rare-lng-shipment-reloaded-from-china https://www.bloomberg.com/news/articles/2026-02-12/gas-hungry-europe-to-get-rare-lng-shipment-reloaded-from-china" [X Link](https://x.com/SStapczynski/status/2021814850884927793) 2026-02-12T05:13Z 64.3K followers, [----] engagements "Pack it up gas bulls. Winter is over Japan's temperature outlook for the next month ๐" [X Link](https://x.com/SStapczynski/status/2021832649690759297) 2026-02-12T06:24Z 64.3K followers, 13.8K engagements "Japan formally adopts policy to operate nuclear reactors beyond [--] years โข ๐ Cabinet approved pro-nuclear plan including building next-gen reactors Government pivoted on nuclear amid effort to curb dependence on overseas fuel & hit green goals https://www.sankei.com/article/20230210-ZVVPVF5Y7ZMPFCLW4BYH2A4BDY/outputType=amp https://www.sankei.com/article/20230210-ZVVPVF5Y7ZMPFCLW4BYH2A4BDY/outputType=amp" [X Link](https://x.com/SStapczynski/status/1623935541015371777) 2023-02-10T06:42Z 64.2K followers, 11M engagements "Tokyo is being powered by nuclear energy for the first time in over a decade โข โก Tepcos Kashiwazaki-Kariwa nuclear power plant restarted and No. [--] reactor is producing electricity for the first time in [--] years ๐ค Japan is doubling down on nuclear to cut fossil fuel use" [X Link](https://x.com/SStapczynski/status/2023228501487431935) 2026-02-16T02:50Z 64.2K followers, [----] engagements "@SusanSakmar No AI here" [X Link](https://x.com/SStapczynski/status/1947143902483681464) 2025-07-21T03:57Z 61.7K followers, [--] engagements "Trump says the US and Japan are close to forming a venture to export LNG from Alaska ๐ค ๐ If true this could help move forward the long-delayed Alaska LNG project ๐ค However details are thin. And Alaska still doesnt have binding purchase deals https://www.bloomberg.com/news/articles/2025-07-23/trump-says-us-to-form-venture-with-japan-for-alaska-lng-exportssrnd=undefined&sref=DLVyDcXJ https://www.bloomberg.com/news/articles/2025-07-23/trump-says-us-to-form-venture-with-japan-for-alaska-lng-exportssrnd=undefined&sref=DLVyDcXJ" [X Link](https://x.com/SStapczynski/status/1947855463401591083) 2025-07-23T03:05Z 62.8K followers, [----] engagements "Japan isnt moving to restart [--] nuclear reactors shut after the Fukushima disaster. Its [--] reactors. Your figure included the facilities that were wrecked or declared be decommissioned over a decade ago" [X Link](https://x.com/SStapczynski/status/1948585249535131724) 2025-07-25T03:25Z 61.7K followers, [----] engagements "Qatar warned EU countries that it may stop supplying LNG if its sustainability law isnt amended Reuters reports โ ๐ The rule requires companies to make climate transition plans or face stiff fines. But Qatar says it has no net-zero plans https://www.reuters.com/sustainability/climate-energy/qatar-threatened-cut-eu-lng-supplies-over-sustainability-law-letter-shows-2025-07-26/ https://www.reuters.com/sustainability/climate-energy/qatar-threatened-cut-eu-lng-supplies-over-sustainability-law-letter-shows-2025-07-26/" [X Link](https://x.com/SStapczynski/status/1949277552654381358) 2025-07-27T01:15Z 61.8K followers, 22.4K engagements "The EU has agreed to buy $750 BILLION worth of energy products from the US as part of a trade deal ๐ค Purchases would be made over [--] years. That seems ambitious *TOTAL* US LNG and crude exports were roughly $150 billion last year. So hitting $250 billion/year wont be easy" [X Link](https://x.com/SStapczynski/status/1949669582417080661) 2025-07-28T03:13Z 61.8K followers, 38.3K engagements "And to be abundantly clear: Governments dont really dictate gas and oil flows profits do The traders will usually chase the highest possible profits. You saw that with US LNG flows in [----] which shifted from Asia to Europe due to a more attractive price arbitrage" [X Link](https://x.com/SStapczynski/status/1949744629588369635) 2025-07-28T08:11Z 61.8K followers, [----] engagements "Total energy imports from the US accounted for less than $80 billion last year far short of the promise made by von der Leyen to Trump Total US energy exports were just over $330 billion in [----] https://www.bloomberg.com/news/articles/2025-07-28/the-eu-s-monster-energy-deal-with-trump-looks-hard-to-achieveutm_source=website&utm_medium=share&utm_campaign=linkedin&embedded-checkout=true&sref=DLVyDcXJ" [X Link](https://x.com/SStapczynski/status/1949830483787088020) 2025-07-28T13:53Z 61.8K followers, [----] engagements "MORE US LNG ๐ข ๐ฐ Venture Global approved final investment decision on its third LNG export plant CP2 โ This is pretty symbolic as CP2 was at the heart of a push by environmentalists to convince the Biden administrations to halt approval of new LNG export projects" [X Link](https://x.com/SStapczynski/status/1949864187145969824) 2025-07-28T16:07Z 61.8K followers, [----] engagements "Japan declares tsunami warning for its east coast after [---] magnitude earthquake near Kamchatka Japan's public broadcaster issuing evacuation orders" [X Link](https://x.com/SStapczynski/status/1950362368304959889) 2025-07-30T01:06Z 61.8K followers, 27.4K engagements "Japan's tsunami warnings are still in place But the waves that have hit so far have been relatively minor and no major reported damage Japan declares tsunami warning for its east coast after [---] magnitude earthquake near Kamchatka Japan's public broadcaster issuing evacuation orders https://t.co/21zsQzy5OO Japan declares tsunami warning for its east coast after [---] magnitude earthquake near Kamchatka Japan's public broadcaster issuing evacuation orders https://t.co/21zsQzy5OO" [X Link](https://x.com/SStapczynski/status/1950433078108967040) 2025-07-30T05:47Z 61.8K followers, 12.9K engagements "Trump says South Korea will buy $100 billion worth of US LNG (or other energy products) as part of a trade deal ๐ค That wont be easy to do quickly. Total US LNG exports were $50 billion in [----] (at current spot prices) But Korea could sign 20-year deals worth billions" [X Link](https://x.com/SStapczynski/status/1950692697876099073) 2025-07-30T22:59Z 61.8K followers, 13K engagements "Pssst Chevrons oil and gas production is at an all-time high ๐ข The production bumps fed by booming output in the Permian Basin and elsewhere big oil firms in the US surpass Wall Street expectations even as oil prices slumped" [X Link](https://x.com/SStapczynski/status/1951305995994669247) 2025-08-01T15:36Z 61.8K followers, [----] engagements "Oopsie Goldman recommended to clients to go long copper because Trump was likely to slap a 50% tariff on the metal But the next day Trump allowed exemptions to the limited tariffs Copper prices plunged 22% Goldman emailed clients with the title: No copper tariff. Mea Culpa" [X Link](https://x.com/SStapczynski/status/1951624885656281239) 2025-08-02T12:43Z 62K followers, 39.8K engagements "Other big banks were similarly blindsided Citigroups salespeople sending a message on Wednesday morning to clients saying that our trading desk like buying the arb in copper (buy comex sell lme) https://www.bloomberg.com/news/articles/2025-08-01/goldman-told-clients-to-go-long-copper-a-day-before-price-plunge https://www.bloomberg.com/news/articles/2025-08-01/goldman-told-clients-to-go-long-copper-a-day-before-price-plunge" [X Link](https://x.com/SStapczynski/status/1951628184811966594) 2025-08-02T12:56Z 61.8K followers, [----] engagements "Malaysia agrees to buy $3.4 billion worth of US LNG per year as part of trade deal ๐ค ๐ข Thats roughly [--] million tons/year of LNG (depending on pricing) ๐ Petronas recently contracted at least 4mtpa with upcoming US projects (Reposting after coffee & fixing math)" [X Link](https://x.com/SStapczynski/status/1952348471614185484) 2025-08-04T12:38Z 61.8K followers, [----] engagements "Warren Buffett would absolutely invest in whoever makes fluff. Packaging hasnt changed in decades No frills just a good product" [X Link](https://x.com/SStapczynski/status/1952465252836388920) 2025-08-04T20:22Z 61.8K followers, [----] engagements "This also comes after Trump suggested he would impose increased tariffs on additional countries buying energy from Russia https://www.bloomberg.com/news/newsletters/2025-08-06/trump-readies-levies-on-russian-energy-buyers https://www.bloomberg.com/news/newsletters/2025-08-06/trump-readies-levies-on-russian-energy-buyers" [X Link](https://x.com/SStapczynski/status/1953107721714081916) 2025-08-06T14:55Z 61.8K followers, [----] engagements "Reminder: there isnt technically a ban on Russian oil Instead G7 imposed a "price cap" mechanism. That would limit Russias revenues while keeping oil markets stable This was supposed to allow countries like India to continue buying Russian oil below that price threshold" [X Link](https://x.com/SStapczynski/status/1953108802816889258) 2025-08-06T15:00Z 61.8K followers, [----] engagements "MANY SUCH CASES: Uniper cuts renewable expansion targets in shift to gas ๐ The utility had planned to have 10GW of solar/wind projects ready to build by [----]. Now aiming for 8GW ๐ Aims to invest [--] billion by [----] a large part of which will go to gas-fired power plants" [X Link](https://x.com/SStapczynski/status/1953494931856613546) 2025-08-07T16:34Z 62.2K followers, [----] engagements "Japan secures more US LNG for delivery into the middle of the century ๐ค ๐ข Jera Japans top power producer will buy 1m tons/year from Cheniere for 2029-2050 ๐ Japan sees LNG as a main pillar of energy security for decades as the AI boom lifts power demand" [X Link](https://x.com/SStapczynski/status/1953643009481863669) 2025-08-08T02:22Z 61.8K followers, [----] engagements "On vacation. Specifically booked this cottage because of its view of a rare oil-fired power plant โก ๐ค ๐ญ" [X Link](https://x.com/SStapczynski/status/1955031351637446812) 2025-08-11T22:19Z 61.9K followers, 14.9K engagements "VENTURE GLOBAL WINS LANDMARK LNG ARBITRATION CASE AGAINST SHELL ๐จ ๐ข The dispute: Venture Global citing contract terms sold LNG into the spot market for years during its plants commissioning phase from [----] Contracted buyers (Shell) said they shouldve received that LNG" [X Link](https://x.com/SStapczynski/status/1955371687433638038) 2025-08-12T20:51Z 61.9K followers, 20.5K engagements "Spotted on morning run" [X Link](https://x.com/SStapczynski/status/1955585604210618457) 2025-08-13T11:01Z 61.9K followers, [----] engagements "The US considers sanctions against Russian oil companies if ceasefire talks fail โ ๐ข Other possibilities include more restrictions on Moscows shadow fleet of oil tankers and additional tariffs on buyers of Russian oil including China" [X Link](https://x.com/SStapczynski/status/1956435477482889365) 2025-08-15T19:19Z 61.9K followers, [----] engagements "Trump said he will hold off on raising tariffs on Chinese goods over the countrys purchases of Russian oil citing progress he said was made with Vladimir Putin toward ending the war in Ukraine" [X Link](https://x.com/SStapczynski/status/1956558256618221619) 2025-08-16T03:26Z 61.9K followers, [----] engagements "Arizona Ice Tea continuing to defy inflation ($0.66)" [X Link](https://x.com/SStapczynski/status/1957441439459143825) 2025-08-18T13:56Z 61.9K followers, [----] engagements "Trump says the US will "not approve any wind or farmer destroying solar" He is blaming renewables for the record-breaking jump in power prices Power prices are rising. But that's largely driven by rising demand from data centers/manufacturers retirement of older power plants" [X Link](https://x.com/SStapczynski/status/1958167988206452968) 2025-08-20T14:03Z 62K followers, 19.8K engagements "South Korea orders a review of a nuclear power agreement with Westinghouse โ ๐ The point of the deal was the resolve an IP dispute ๐ฐ But local media reported that Korea must pay $825 million to Westinghouse every time it exports a nuclear reactor https://www.bloomberg.com/news/articles/2025-08-19/south-korea-orders-review-on-westinghouse-nuclear-power-deal https://www.bloomberg.com/news/articles/2025-08-19/south-korea-orders-review-on-westinghouse-nuclear-power-deal" [X Link](https://x.com/SStapczynski/status/1958231114059018302) 2025-08-20T18:14Z 61.9K followers, [----] engagements "MANY SUCH CASES: Louisianas utility regulator approved Entergys plan to build three new gas-fired plants to power Metas data center" [X Link](https://x.com/SStapczynski/status/1958252131258880237) 2025-08-20T19:37Z 61.9K followers, [----] engagements "CONOCO DOUBLES DOWN ON LNG ๐ข โฅ ๐ข The oil major agreed to buy 4m tons/year from phase [--] of the Port Arthur project in the US ๐ค This adds to a 5m tons/year deal from phase [--] ๐ Oil producers are securing LNG supplies as they expect global gas demand to rapidly rise" [X Link](https://x.com/SStapczynski/status/1958515748936061030) 2025-08-21T13:05Z 62K followers, [----] engagements "While Conoco has long sold LNG in Asia from its Australian projects its participation in US LNG is relatively new Conoco didnt have existing LNG contracts from the first wave of US projects that came in the wake of the shale boom more than a decade ago https://www.bloomberg.com/news/articles/2025-08-21/conocophillips-bets-big-on-lng-nearly-doubles-sempra-purchase-deal https://www.bloomberg.com/news/articles/2025-08-21/conocophillips-bets-big-on-lng-nearly-doubles-sempra-purchase-deal" [X Link](https://x.com/SStapczynski/status/1958645240677769508) 2025-08-21T21:39Z 62K followers, [----] engagements "NVIDIA URGES TAIWAN TO EMBRACE NUCLEAR POWER โข ๐ Nuclear is an excellent option for Taiwan said CEO Jensen Huang ๐ Taiwan shut its last nuclear reactor in May in a decades-long retreat. Taiwan will hold a referendum on Saturday to decide whether to restart an idled one" [X Link](https://x.com/SStapczynski/status/1958820735658418410) 2025-08-22T09:17Z 62K followers, 30.3K engagements "A referendum to restart a Taiwan nuclear plant failed due to poor voter turnout โ ๐ The vast majority voted in favor of nuclear. But it didnt reach a 5m vote threshold thus failing ๐ฐ Without nuclear Taiwan will likely need to increase its reliance importer LNG" [X Link](https://x.com/SStapczynski/status/1959451046779957644) 2025-08-24T03:01Z 62K followers, 24.6K engagements ""In one month - July [----] - China consumed more power than Japan did in all of 2024" Chinas power demand growth remains staggering โกChina Power Consumption Update July [----] โก Wow. Chinese power consumption soared to a staggering all-time high of [----] TWh (or over [--] petawatt hour) in July [----]. This blows the previous one-month consumption record out of the water. ๐งต https://t.co/KyerEANQcZ โกChina Power Consumption Update July [----] โก Wow. Chinese power consumption soared to a staggering all-time high of [----] TWh (or over [--] petawatt hour) in July [----]. This blows the previous one-month" [X Link](https://x.com/SStapczynski/status/1959977709829784038) 2025-08-25T13:54Z 62K followers, 37.6K engagements "CHINA AGREES TO DRASTICALLY INCREASE GAS IMPORTS FROM RUSSIA ๐ค ๐ Gazprom inked a binding pact to build the Power of Siberia [--] gas pipeline to China the biggest one yet for the country ๐จ This comes as Russia needs new buyers to replace Europe and China cuts US imports" [X Link](https://x.com/SStapczynski/status/1962749644318089727) 2025-09-02T05:29Z 62.1K followers, 24.7K engagements "The producer agreed to raise flows to China via the existing Power of Siberia route by another 6bcm/year (from 38bcm) Flows via the future Far Eastern link to China earmarked to start in [----] will also be above the initially planned 10bcm/year" [X Link](https://x.com/SStapczynski/status/1962791370634264792) 2025-09-02T08:15Z 62.1K followers, [----] engagements "There are some caveats about the PoS2 pipeline: ๐ Beijing has yet to confirm the detail of Millers pronouncement ๐ In addition to unfinished price negotiations financial terms are yet to be disclosed ๐ No timeline was given for construction or for the start of deliveries" [X Link](https://x.com/SStapczynski/status/1962792106126414265) 2025-09-02T08:17Z 62K followers, [----] engagements "Putins energy win in China deals a blow to Trumps post-2030 LNG export push โ If Russia builds the Power of Siberia [--] gas pipeline to China (and that is a big IF) then that will displace 40m tons/year of LNG That's bad news for LNG projects vying to start next decade" [X Link](https://x.com/SStapczynski/status/1963140747995250722) 2025-09-03T07:23Z 62.1K followers, 22.8K engagements "SECOND US-SANCTIONED RUSSIAN LNG SHIPMENT LANDS IN CHINA ๐จ The move comes as China continues to expand its energy relationship with Russia in defiance of Washington At least three more shipments from US-sanctioned Arctic LNG [--] plant in Russia appear to be on the way to China" [X Link](https://x.com/SStapczynski/status/1964201503985717605) 2025-09-06T05:38Z 62.1K followers, 74.1K engagements "The first shipment from Arctic LNG [--] made it to China in late August. It came ahead of a visit by Putin during which Russia announced a series of gas pipeline export agreements with China https://www.bloomberg.com/news/articles/2025-09-06/another-us-sanctioned-russian-lng-shipment-lands-in-china https://www.bloomberg.com/news/articles/2025-09-06/another-us-sanctioned-russian-lng-shipment-lands-in-china" [X Link](https://x.com/SStapczynski/status/1964263914365210814) 2025-09-06T09:46Z 62.1K followers, [----] engagements "Meanwhile the White House hasnt commented on China breaking US sanctions" [X Link](https://x.com/SStapczynski/status/1964268355214311427) 2025-09-06T10:04Z 62.1K followers, 20.3K engagements "CHINA CRANKS UP IMPORTS OF US-SANCTIONED RUSSIAN LNG ๐ค โ Beijing appears to have established a system to procure blacklisted shipments ๐ The Beihai terminal was designated to receive shipments to insulate wider sector from US retaliation ๐ Ball now in Trumps court" [X Link](https://x.com/SStapczynski/status/1964910802206687510) 2025-09-08T04:36Z 62.1K followers, 55.5K engagements "The EU weighs new sanctions against Russias oil and gas trade โ ๐ค The EU is hoping to coordinate some of its latest measures with the US ๐ Other measures under consideration include restrictions on ports that deal with sanctioned shadow vessels https://www.bloomberg.com/news/articles/2025-09-08/eu-weighs-new-sanctions-on-russia-to-hit-banks-and-oil-trade https://www.bloomberg.com/news/articles/2025-09-08/eu-weighs-new-sanctions-on-russia-to-hit-banks-and-oil-trade" [X Link](https://x.com/SStapczynski/status/1965075419482444185) 2025-09-08T15:31Z 62.1K followers, [----] engagements "US demands EU stops buying Russian gas if it wants new sanctions on Putin โ Energy Secretary Wright said the EU should instead buy more US LNG/energy The EU is drawing up plans to ban Russian gas by end-2027. But it still made up 14% of total consumption last year" [X Link](https://x.com/SStapczynski/status/1965181840278585725) 2025-09-08T22:33Z 62.1K followers, [----] engagements "Gas to the rescue ๐ญ German power prices rose to a seven-month high as wind output is expected to plummet. That's increasing the need for gas-fired generation (Earlier sunsets are also limiting the supply of solar power) https://www.bloomberg.com/news/articles/2025-09-08/german-evening-power-prices-jump-as-wind-output-is-set-to-plunge https://www.bloomberg.com/news/articles/2025-09-08/german-evening-power-prices-jump-as-wind-output-is-set-to-plunge" [X Link](https://x.com/SStapczynski/status/1965228987900477578) 2025-09-09T01:41Z 62.1K followers, [----] engagements "Third US-sanctioned Russian LNG shipment just landed in China ๐ค ๐ข There are several more on the way Still no comment on this LNG trade from the White House" [X Link](https://x.com/SStapczynski/status/1965313935562973366) 2025-09-09T07:18Z 62.1K followers, 10K engagements "Qatar Foreign Ministry Spokesman Majed Al Ansari says the country will not tolerate this reckless Israeli behavior and its continued tampering with regional security The State of Qatar strongly condemns the cowardly Israeli attack that targeted residential buildings housing several members of the Political Bureau of Hamas in the Qatari capital Doha. This criminal assault constitutes a blatant violation of all international laws and norms The State of Qatar strongly condemns the cowardly Israeli attack that targeted residential buildings housing several members of the Political Bureau of Hamas" [X Link](https://x.com/SStapczynski/status/1965408180898582582) 2025-09-09T13:33Z 62.1K followers, [----] engagements "@LNG_Investor_ yeah not gonna meaningfully change the supply balance or anything but sends a message to washington" [X Link](https://x.com/SStapczynski/status/1965412983699636599) 2025-09-09T13:52Z 62.1K followers, [---] engagements "Turkey signs a flurry of LNG purchase agreements amid energy security push ๐ค ๐ข Suppliers include Eni Shell Jera Equinor SEFE and Cheniere ๐ We need much more gas said Energy Minister Bayraktar Turkeys energy mix has long depended on Russian pipeline gas" [X Link](https://x.com/SStapczynski/status/1965784832568709566) 2025-09-10T14:30Z 62.9K followers, 51.5K engagements "The myth of peak fossil-fuel demand: @JavierBlas ๐ข๐ข๐ข The IEA sees oil demand growing to [---] million barrels/day by [----] under its "Current Policy Scenario" according to a draft of its next annual report Gas demand also seen rising through [----] https://www.bloomberg.com/opinion/articles/2025-09-11/peak-fossil-fuel-demand-is-a-crumbling-mythsrnd=undefined https://www.bloomberg.com/opinion/articles/2025-09-11/peak-fossil-fuel-demand-is-a-crumbling-mythsrnd=undefined" [X Link](https://x.com/SStapczynski/status/1965987552969764876) 2025-09-11T03:55Z 62.2K followers, 28.8K engagements "AUSTRALIA'S BIGGEST GAS EXPORT PLANT GETS APPROVAL TO RUN TO [----] โค๐ข ๐ Environment Minister Watt gave final clearance for the North West Shelf LNG plant to operate for [--] more years ๐ญ The site will be required to reach net zero emissions by [----] https://www.bloomberg.com/news/articles/2025-09-12/woodside-s-north-west-shelf-gets-final-nod-to-run-to-2070-in-australiasrnd=undefined&sref=DLVyDcXJ https://www.bloomberg.com/news/articles/2025-09-12/woodside-s-north-west-shelf-gets-final-nod-to-run-to-2070-in-australiasrnd=undefined&sref=DLVyDcXJ" [X Link](https://x.com/SStapczynski/status/1966375150389178661) 2025-09-12T05:35Z 62.2K followers, 14.8K engagements "TRUMP: I am ready to do major Sanctions on Russia when all NATO Nations have agreed and started to do the same thing and when all NATO Nations STOP BUYING OIL FROM RUSSIA HUNGARY AND SLOVAKIA:" [X Link](https://x.com/SStapczynski/status/1966859989894787259) 2025-09-13T13:42Z 62.2K followers, [----] engagements "@PzzaSlize I lived there very briefly early in my career. And 75% of my meals were pizza" [X Link](https://x.com/SStapczynski/status/1967064198984462763) 2025-09-14T03:13Z 62.3K followers, [--] engagements "China's power output rose to a new record โก ๐ The country generated 936TWh of electricity in August roughly equal to Japan's annual output ๐ญ Fossil fuels generated about 67% of that power ๐ Hydro 16% โ Wind and solar 13% โข Nuclear 5% https://www.bloomberg.com/news/articles/2025-09-15/china-s-coal-and-steel-output-drop-after-production-controls https://www.bloomberg.com/news/articles/2025-09-15/china-s-coal-and-steel-output-drop-after-production-controls" [X Link](https://x.com/SStapczynski/status/1967519905152200737) 2025-09-15T09:24Z 62.2K followers, 48.5K engagements "Indias LNG imports struggle to lift off (for now) ๐ข ๐ Imports for Jan-Aug are down 10% y/y due to high prices and mildish summer weather ๐ That may reverse from next year when a wave of new supply could push prices lower. That would reinvigorate Indian LNG growth" [X Link](https://x.com/SStapczynski/status/1967952429808603270) 2025-09-16T14:03Z 62.2K followers, [----] engagements "I think the issue with egypt is that it is for power generation and they made a grid based on gas. But now that their gas is depleting they need to import more or else face blackouts Its different for India. Their industries are biggest consumers and they have alternatives to lng" [X Link](https://x.com/SStapczynski/status/1968103752759681282) 2025-09-17T00:04Z 62.2K followers, [---] engagements "Adnoc will not proceed with a proposed $19 billion takeover of Australian gas producer Santos ๐จ ๐จ This would have been the largest ever deal in Australia ๐ Adnocs XRG and partners announced the deal in June in a bid to boost its gas business https://www.bloomberg.com/news/articles/2025-09-17/abu-dhabi-xrg-consortium-walks-away-from-19-billion-santos-bid https://www.bloomberg.com/news/articles/2025-09-17/abu-dhabi-xrg-consortium-walks-away-from-19-billion-santos-bid" [X Link](https://x.com/SStapczynski/status/1968284754152992818) 2025-09-17T12:03Z 62.2K followers, [----] engagements "Poland has urged European Union member states that are still buying Russian energy to end those imports by the end of [----] Meanwhile Slovakia and Hungary:" [X Link](https://x.com/SStapczynski/status/1968566389754704236) 2025-09-18T06:42Z 62.2K followers, [----] engagements "Is India on the verge of a nuclear power boom โข ๐ Lawmakers are considering to scrap troublesome nuclear liability provisions as early as the end of November ๐ฐ That could spur investments and allow more private companies to operate reactors https://www.bloomberg.com/news/newsletters/2025-09-18/india-may-finally-be-ready-for-a-new-nuclear-power-age https://www.bloomberg.com/news/newsletters/2025-09-18/india-may-finally-be-ready-for-a-new-nuclear-power-age" [X Link](https://x.com/SStapczynski/status/1968853690833424721) 2025-09-19T01:44Z 62.3K followers, 25.6K engagements "Here we go. Just now ๐ EU PROPOSES BANNING RUSSIAN LNG A YEAR EARLIER FROM JAN 2027" [X Link](https://x.com/SStapczynski/status/1969005966134841457) 2025-09-19T11:49Z 62.9K followers, [----] engagements "The EU proposed banning Russian LNG imports from Jan [----] โ But that may be too late for Trump who said the US wont impose more sanctions on Russia until allies halt purchases ๐ง Plus the EU proposal to phaseout Russian LNG is just that a proposal. It needs to be approved" [X Link](https://x.com/SStapczynski/status/1969277048481820766) 2025-09-20T05:46Z 62.2K followers, [----] engagements "Putin decided he can step up attacks in Ukraine and Trump wont act Meanwhile Trump keeps saying he wont hit Russia with more sanctions unless Europe halts oil and gas purchases from Moscow (which seems unlikely at least in the immediate term)" [X Link](https://x.com/SStapczynski/status/1969597314768781445) 2025-09-21T02:59Z 62.2K followers, 11.2K engagements "AUSTRALIA MOVES TO EXPORT MORE GAS โค๐ข โ The Barossa field off northern Australia delivered its first natural gas. This will feed the Darwin LNG export plant which has been shut since [----] ๐ This comes as Asian LNG demand is expected to keep rising as countries quit coal" [X Link](https://x.com/SStapczynski/status/1969954252564127967) 2025-09-22T02:37Z 62.2K followers, [----] engagements "The start of Barossa one of Australias highest-emitting gas projects and one of the dirtiest globally comes after the Northern Territory Environment Protection Authority last week renewed the Environment Protection License for Santos Darwin LNG facility https://www.bloomberg.com/news/articles/2025-09-21/santos-starts-barossa-gas-project-among-australia-s-dirtiest https://www.bloomberg.com/news/articles/2025-09-21/santos-starts-barossa-gas-project-among-australia-s-dirtiest" [X Link](https://x.com/SStapczynski/status/1969979863319871714) 2025-09-22T04:19Z 62.2K followers, [----] engagements "China keeps importing US-sanctioned Russian LNG ๐ค ๐ข The sixth tanker carrying fuel from Arctic LNG [--] just arrived in China (all shipments have been to the Behai terminal) The Trump administration hasnt hit Russia or China with additional measures over these deliveries" [X Link](https://x.com/SStapczynski/status/1969994691753267220) 2025-09-22T05:18Z 62.3K followers, 16.8K engagements "India's biggest utility considers bulk purchases of nuclear reactors ๐คโข โก While the size of the tender isnt finalized NTPC hopes that a large purchase will lower cost โ This is part of a wider national effort to boost nuclear capacity to reduce dependence on fossil fuels" [X Link](https://x.com/SStapczynski/status/1970692394996969839) 2025-09-24T03:30Z 62.7K followers, 32.4K engagements "More US LNG export projects have been approved this year than ever before โฅ ๐ข ๐ฐ [--] million tons/year of new projects made final investment decision so far in [----] ๐ Thats HALF current US export capacity. It will cement the US as the top supplier (Via IEAs Molnar)" [X Link](https://x.com/SStapczynski/status/1970798555985293712) 2025-09-24T10:32Z 62.7K followers, 19K engagements "TRUMP MOVES TO KEEP COAL ALIVE โค๐ชจ ๐ญ The administration plans to continue using emergency authority to stop coal-fired power plants from retiring ๐ฐ Shutting coal plants would drive up electricity prices according Energy Secretary Chris Wright https://www.bloomberg.com/news/articles/2025-09-24/us-plans-to-use-emergency-powers-to-stop-more-coal-closures https://www.bloomberg.com/news/articles/2025-09-24/us-plans-to-use-emergency-powers-to-stop-more-coal-closures" [X Link](https://x.com/SStapczynski/status/1971058324268584965) 2025-09-25T03:44Z 62.7K followers, [----] engagements "China could increase coal-fired power 75% and still meet its [----] green pledge says @davidfickling ๐ญ Xi recently vowed to cut GHG emissions 7%-10% by [----] from its peak But by not mentioning exactly WHEN emissions will peak he gave China room to use more coal to 2030" [X Link](https://x.com/SStapczynski/status/1971426686576230864) 2025-09-26T04:08Z 62.3K followers, [----] engagements "Energy majors keep doubling down on gas in move away from renewables. Case in point ๐ TotalEnergies today sold half of its North American solar power business . aaaaand then an hour later announced that it bought a bunch of US natural gas assets" [X Link](https://x.com/SStapczynski/status/1972571489737347519) 2025-09-29T07:57Z 62.8K followers, 33.1K engagements "AI data centers are sending US power bills soaring Bloomberg analysis shows โก๐ Wholesale prices more than doubled since [----] in some markets but those increases arent equal Of the nodes where prices rose over 70% are within [--] miles of significant data center activity" [X Link](https://x.com/SStapczynski/status/1972880347689111984) 2025-09-30T04:25Z 62.8K followers, 26.3K engagements "MANY SUCH CASES: Mazda scrapped plans to switch a factorys power from coal to ammonia opting instead for LNG Ammonia was initially part of a green plan. But now Mazda wants to utilise established power generation technology (Mazda still plans to shift from gas to hydrogen)" [X Link](https://x.com/SStapczynski/status/1972898111891882437) 2025-09-30T05:35Z 62.6K followers, [----] engagements "So why are orders for turbines surging There are a number of reasons US power demand is slated to grow 25% by [----] a reversal of relatively flat consumption since [----]. This is due in part to the AI boom and data centers are turning to gas to feed energy needs" [X Link](https://x.com/SStapczynski/status/1973631422570307930) 2025-10-02T06:09Z 62.8K followers, [----] engagements "Germany aims to build as many as [--] new gas-fired power plants by [----] Japan is considering plans to build new facilities after the government reversed its view that power demand was on a long-term decline Saudi Arabia is investing billions to add gas-fired plants" [X Link](https://x.com/SStapczynski/status/1973632311586595019) 2025-10-02T06:13Z 62.8K followers, [----] engagements "This is how the turbine shortage could play out: Without gas developing nations may be forced to keep using coal for longer Meanwhile developed countries may be pushed to more quickly adopt solar and wind farms backed up with expensive batteries" [X Link](https://x.com/SStapczynski/status/1973637731222954137) 2025-10-02T06:34Z 62.8K followers, [----] engagements "Read our article about the turbine shortage here (without a paywall) https://www.bloomberg.com/features/2025-bottlenecks-gas-turbines/accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1OTM4Njk2MiwiZXhwIjoxNzU5OTkxNzYyLCJhcnRpY2xlSWQiOiJUM0hLR0JHUFFRNlcwMCIsImJjb25uZWN0SWQiOiJFOTY4RDMzNDhBQTQ0NUFFQUM1QUFGMEQ0NUI4NjlEQiJ9.u_cbGCX4V-0F3_EoHtz8o6KvRzCX1uGgGLWbfkxJKNE" [X Link](https://x.com/SStapczynski/status/1973638219834204381) 2025-10-02T06:36Z 62.9K followers, 13.7K engagements "China is the main driver of record-high nuclear power generation โข See the neon-green wedge in that chart Thats China. And Its slated to keep expanding at this rate for years and years Global nuclear power generation is set to reach a historic high in [----] & grow further in [----] As @IEA flagged [--] years ago nuclear is making a strong comeback globally with investment up 50% in [--] years [--] new reactors coming online this year & technologies like SMRs emerging https://t.co/cZ7EoLYqvn Global nuclear power generation is set to reach a historic high in [----] & grow further in [----] As @IEA flagged 4" [X Link](https://x.com/SStapczynski/status/1973734612829601945) 2025-10-02T12:59Z 62.7K followers, [----] engagements "@LNG_Investor_ This is legendary" [X Link](https://x.com/SStapczynski/status/1974107836738396402) 2025-10-03T13:42Z 62.7K followers, [---] engagements "@VGDeepDive @ira_joseph @ColumbiaUEnergy The article/thread addresses these points Lets see what happens" [X Link](https://x.com/SStapczynski/status/1974446683003212048) 2025-10-04T12:09Z 62.8K followers, [---] engagements "The worlds biggest climate alliance for banks said lit has ceased operations ๐ญ โ The Net-Zero Banking Alliance said that its remaining signatories endorsed a proposal that the coalition no longer exist as a member-based alliance https://www.bloomberg.com/news/articles/2025-10-03/bank-climate-group-formally-winds-down-after-wall-street-exodus https://www.bloomberg.com/news/articles/2025-10-03/bank-climate-group-formally-winds-down-after-wall-street-exodus" [X Link](https://x.com/SStapczynski/status/1974458861089398889) 2025-10-04T12:57Z 62.9K followers, [----] engagements "Global meat prices extend rally to record high ๐จ ๐ฎ The rally has been largely driven by beef with the US herd reaching the smallest in decades higher prices in top shipper Brazil and worries over the deadly New World screwworm pest in Mexico https://www.bloomberg.com/news/articles/2025-10-03/global-meat-prices-extend-rally-to-record-on-tight-beef-suppliessref=DLVyDcXJ https://www.bloomberg.com/news/articles/2025-10-03/global-meat-prices-extend-rally-to-record-on-tight-beef-suppliessref=DLVyDcXJ" [X Link](https://x.com/SStapczynski/status/1974669279074353172) 2025-10-05T02:53Z 62.9K followers, 12.2K engagements "Takaichis victory in the Liberal Democratic Party leadership election is a win for nuclear newer technologies such as fusion and perovskite solar and a loss for renewable energy especially those relying on foreign equipment said BNEF analyst Sadiq https://www.bloomberg.com/news/articles/2025-10-06/japan-s-incoming-leader-to-put-nuclear-at-center-of-energy-plan https://www.bloomberg.com/news/articles/2025-10-06/japan-s-incoming-leader-to-put-nuclear-at-center-of-energy-plan" [X Link](https://x.com/SStapczynski/status/1975017815678857257) 2025-10-06T01:58Z 62.8K followers, [----] engagements "โ Takaichi has at times expressed concerns about the use of solar power. The 64-year-old has said she opposes further covering our beautiful land with foreign-made solar panels and that she would reform current subsidy programs that support this form of renewable energy" [X Link](https://x.com/SStapczynski/status/1975031023152091573) 2025-10-06T02:51Z 62.8K followers, [----] engagements "Gold becomes more valuable to Australia than LNG โค๐ฅ ๐ Revenues from gold will jump to A$60 billion in 2025-26 amid a record-breaking surge in prices ๐ LNG prices meanwhile have softened from the highs of the energy crisis in [----]. Australia is a top LNG exporter" [X Link](https://x.com/SStapczynski/status/1975466464707756216) 2025-10-07T07:41Z 62.9K followers, 11.7K engagements "Australia's largest coal-producing state reverses plans to close its coal power plants โค๐ชจ โ The government no longer aims to shut its state-owned coal-fired power plants by [----]. Instead they will run as long as needed โก The move is to help deliver cheaper electricity" [X Link](https://x.com/SStapczynski/status/1976503981548749296) 2025-10-10T04:24Z 62.9K followers, 15.3K engagements "US LNG exports near a record high ๐ข โ The US is already the world's biggest LNG exporter and output is slated to double through the end of the decade as new projects come online ๐ The added supply will help ease gas prices in Asia and Europe" [X Link](https://x.com/SStapczynski/status/1977641870215033036) 2025-10-13T07:45Z 62.9K followers, 23.2K engagements "The world is racing toward large-scale deployment of mega batteries Guess who is positioned the benefit the most" [X Link](https://x.com/SStapczynski/status/1977696199164518673) 2025-10-13T11:21Z 62.9K followers, [---] engagements "The world is racing toward large-scale deployment of mega batteries Guess which country is positioned the benefit the most" [X Link](https://x.com/SStapczynski/status/1977698497685053495) 2025-10-13T11:30Z 62.9K followers, 14.2K engagements "A Chinese LNG import terminal hit by western sanctions for importing Russian fuel โ The UK slapped restrictions on the Beihai facility in southern China Beihai has imported nine shipments from the sanctioned Arctic LNG [--] plant in Russia since late August" [X Link](https://x.com/SStapczynski/status/1978451338422870527) 2025-10-15T13:22Z 62.9K followers, [----] engagements "This will probably have limited impact. China had essentially quarantined the Beihai terminal to avoid sanctions By choosing a single port with limited international exposure to receive sanctioned cargoes Beijing insulated its wider gas sector from potential Western penalties" [X Link](https://x.com/SStapczynski/status/1978456497223811199) 2025-10-15T13:42Z 62.9K followers, [----] engagements "China defies UK sanctions by importing blacklisted Russian LNG ๐ค โ A Russian LNG tanker just landed at the Beihai import terminal which the UK sanctioned earlier this week in order to curb the trade ๐ข At least [--] more cargoes appear to be on the way to the same terminal" [X Link](https://x.com/SStapczynski/status/1979077257680556184) 2025-10-17T06:49Z 62.9K followers, [----] engagements "Incoming CEO of Suntory told @johncbussey @Japansociety that increase in Japanese business will lead to increase in labor market liquidity" [X Link](https://x.com/SStapczynski/status/492007556819472384) 2014-07-23T18:05Z 58.2K followers, [--] engagements "Oil crash has minimal impact on India's inflation as govt raises fuel tax. Good for economy and lowering emissions http://t.co/Fs5OWhAojy https://x.com/baptist_simon/status/557165361737375744/photo/1 https://x.com/baptist_simon/status/557165361737375744/photo/1" [X Link](https://x.com/SStapczynski/status/557169175861665792) 2015-01-19T13:34Z 58.3K followers, [--] engagements "Marubeni rises most in [--] years after announcing it would increase dividend payout ratio for next [--] years" [X Link](https://x.com/SStapczynski/status/695483553069584384) 2016-02-05T05:46Z 58.3K followers, [--] engagements "Half of analysts surveyed by Nikkei Veritas believe there will be further monetary easing in Sept" [X Link](https://x.com/SStapczynski/status/775166223831093249) 2016-09-12T02:56Z 58.2K followers, [--] engagements "Nikkei asks "which country would you invest in" above chart of Japan GDP growth (1%) vs Asian rivals (more than 1%)" [X Link](https://x.com/SStapczynski/status/860699896063471616) 2017-05-06T03:37Z 58.2K followers, [--] engagements "BNEF shoutout in Nikkei front pg story about CO2 and GDP growth. Coal and solar power production costs same in Germany US Spain BNEF says" [X Link](https://x.com/SStapczynski/status/927039930328539136) 2017-11-05T05:08Z 58.3K followers, [--] engagements "Japan's [---] yen stores ($1 stores) still on the rise. A record [---] new stores from four biggest players seen opening this year. #deflation (Via the Nikkei)" [X Link](https://x.com/SStapczynski/status/997668054271062017) 2018-05-19T02:39Z 58.2K followers, [--] engagements "Chugoku Electric is seeking to resume construction of its Shimane No. [--] nuclear reactor (it's about 94% complete and work stopped following the [----] Fukushima disaster). Chugoku's President is meeting with local officials and aims to submit an application to the regulator soon" [X Link](https://x.com/SStapczynski/status/998748925493370880) 2018-05-22T02:14Z 60.4K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SStapczynski Stephen StapczynskiStephen Stapczynski posts on X about china, japan, russia, gas the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence countries 48.82% finance 17.32% travel destinations 5.51% automotive brands 2.36% stocks 0.79% technology brands 0.79%
Social topic influence china 14.96%, japan #3116, russia 8.66%, gas 4.72%, tariffs 3.94%, countries 3.94%, investment 3.15%, beijing 3.15%, qatar 2.36%, lng 2.36%
Top accounts mentioned or mentioned by @vgdeepdive @lnginvestor @realmemes6 @lilipike @susansakmar @javierblas @pzzaslize @davidfickling @iea @irajoseph @columbiauenergy @johncbussey @japansociety @asimriaz1978 @tylermacro10 @faseehmangi @itoldya6 @rynokinsight @fbmhero @hectar_global
Top posts by engagements in the last [--] hours
"Will China's coal production hit another record this year ๐ชจ Chinas main coal industry body warns that imports may fall if Indonesia moves to restrict shipments They see production hitting a record [----] billion tons in [----] but could go higher if imports drop sharply"
X Link 2026-02-10T07:31Z 64.2K followers, 44.1K engagements
"Japanese utility joins investment in US nuclear SMR technology ๐ค โข Chubu Electric will invest in Nuscale by acquiring shares from the Japan Bank for International Cooperation ๐ Japan is considering to build SMRs and other advanced nuclear tech to meet net-zero goals"
X Link 2023-09-07T06:28Z 64.3K followers, 28.9K engagements
"Takaichis decisive win cements Japans push to revive nuclear power โคโข She has kept nuclear power central to the nation's energy policy and has advocated for the restart of Kashiwazaki-Kariwa (Japan's largest nuclear plant) Meanwhile she has been quite critical of solar"
X Link 2026-02-09T01:06Z 64.2K followers, 38.7K engagements
"Global LNG market is at risk of being tighter for longer ๐ข โ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026 https://www.bloomberg.com/news/articles/2026-02-09/qatar-pushes-start-of-its-massive-lng-expansion-to-end-2026"
X Link 2026-02-09T16:10Z 64.2K followers, 34.1K engagements
"LNG demand in Europe is so strong that it's taking a shipment FROM CHINA โ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the worlds largest LNG Buyer) Europe's LNG imports have surged as it moves to replace Russian pipeline gas"
X Link 2026-02-12T04:56Z 64.2K followers, 20.9K engagements
"Japan will today restart a reactor that was shut for [--] years โข โก Shimane No [--] will resume this afternoon โ This is the 14th reactor to restart under post-Fukushima safety rules. But most operable units still shut ๐ Japan aims to use nuclear to curb fossil fuel imports"
X Link 2024-12-07T00:43Z 64.2K followers, 31.7K engagements
"Japan to approve restart of a nuclear reactor for the first time since [----] โข๐จ ๐ The regulator is poised to give preliminary approval to Hokkaido Electric's idled Tomari No. [--] reactor (offline since 2012) โ This is a key step before restart. Theyre aiming to resume in 2027"
X Link 2025-04-23T05:08Z 64.2K followers, 16.7K engagements
"Japan secures more LNG from the US amid energy security push ๐ค ๐ข Kyushu Electric will buy up to [--] million tons/year from the Lake Charles project in Louisiana โ This is Kyushu Electric's first long-term contract with a US project"
X Link 2025-05-29T05:20Z 64.2K followers, 20.2K engagements
"JAPAN MOVES TO BUILD FIRST NEW NUCLEAR REACTOR SINCE [----] FUKUSHIMA DISASTER ๐จ โข Kansai Electric will begin studying replacing an older reactor with a next-gen unit at its Mihama facility the Nikkei reported https://www.nikkei.com/article/DGXZQOUF119J90R10C25A7000000/ https://www.nikkei.com/article/DGXZQOUF119J90R10C25A7000000/"
X Link 2025-07-18T11:49Z 64.2K followers, 43.1K engagements
"Japan's offshore wind plans are falling apart ๐จ โ Mitsubishi Corp will withdraw from three offshore wind power projects due to profitability concerns ๐ฐ The global offshore wind industry is faltering amid high interest rates & material costs (and anti-green pushback)"
X Link 2025-08-26T11:52Z 64.2K followers, 22.6K engagements
"This Mitsubishi purchase is HUGE The asset is forecast to produce (at peak) the equivalent of 18mtpa on an LNG basis That is 25% of Japan's total LNG demand Of course not all of that gas produced will be turned into LNG and sent to Japan. But it sure is a lot of gas"
X Link 2026-01-16T06:29Z 64.2K followers, [----] engagements
"EUROPEAN GAS PRICES SURGE TO 8-MONTH HIGH ๐โ ๐ฅถ Dutch TTF futures jumped more than 10% on Friday amid an outlook for cold weather in Europe ๐ง This comes as frigid temperature hit Asia which competes with Europe for LNG โ Sure looks like the shorts are getting squeezed"
X Link 2026-01-16T13:35Z 64.3K followers, 64.7K engagements
"The silver rally is becoming a big issue for solar panel makers โ โ ๐ฐ The trace amount of silver used in solar cells now accounts for 30% of the total cost of a panel ๐ It was just just 3.4% in [----] and 14% last year This adds more pressure to Chinas solar power firms"
X Link 2026-01-24T23:52Z 64.2K followers, 103.3K engagements
"The EU is "actively looking" for alternative LNG supplies that aren't from the US โ ๐จ US Greenland threat is a wake up call for EU on energy said Energy Commissioner Dan Jorgensen ๐๐ CONTEXT: The US became the top LNG supplier to Europe in the last few years ๐๐"
X Link 2026-01-28T12:49Z 64.2K followers, 53.5K engagements
"Seems like everyone on this website right now"
X Link 2026-01-30T18:58Z 64.2K followers, [----] engagements
"More Japanese LNG demand โฅ ๐ข โข Chubu Electric considers to omit nuclear power from its next business management plan. Its reactor restart was suspended due to data misconduct ๐ Hokkaido Electric plans to build a new LNG power plant by 2035"
X Link 2026-02-01T06:22Z 64.2K followers, [----] engagements
"Trump said he talked to Xi about China purchasing US oil and gas ๐ค ๐ข Its been about a year since China stopped importing US LNG after Beijing slapped tariffs on the fuel โ Chinese companies also havent signed any new purchase agreements with US LNG export projects"
X Link 2026-02-04T15:50Z 64.2K followers, [----] engagements
"Belgium looks at more nuclear power for longer ๐คโข The government is in talks with Engie about extending the life of the Doel [--] and Tihange [--] reactors by [--] years and whether others could also come online (Previous deal is for the units to operate [--] years longer)"
X Link 2026-02-05T07:40Z 64.2K followers, [----] engagements
"Four charts that show how China is beating the US in the energy race โก 1) Since [----] China has added more power capacity than the US has in its history Via @lili_pike"
X Link 2026-02-05T08:58Z 64.3K followers, 18.4K engagements
"Japans largest nuclear power plant will try for a second time to restart on Monday โข Tepco will resume the No. [--] reactor at Kashiwazaki-Kariwa. The plants seven reactors have been shut for over a decade It tried to restart last month but halted due to an electrical issue"
X Link 2026-02-08T02:40Z 64.2K followers, [----] engagements
"President Trump to use Pentagon contracts to sustain operations of US coal-fired power plants โค ๐ชจ Trump will direct Defense Secretary Hegseth to enter into agreements to purchase electricity from coal plants to power military operations https://www.bloomberg.com/news/articles/2026-02-11/trump-to-direct-pentagon-to-buy-coal-in-bid-to-revive-industry https://www.bloomberg.com/news/articles/2026-02-11/trump-to-direct-pentagon-to-buy-coal-in-bid-to-revive-industry"
X Link 2026-02-11T04:19Z 64.3K followers, [----] engagements
"These ships will be key to Russia expanding LNG exports ๐ข The biggest hurdle facing Arctic LNG [--] is the lack of shipping because of US sanctions. The new Arc7 ships will change that Russias sanctioned Arctic LNG [--] plant is expected to receive two more domestically constructed ice-class liquefied natural gas carriers in [----] https://t.co/vr4O2aNasb Russias sanctioned Arctic LNG [--] plant is expected to receive two more domestically constructed ice-class liquefied natural gas carriers in [----] https://t.co/vr4O2aNasb"
X Link 2026-02-11T13:41Z 64.3K followers, [----] engagements
"The Arctic LNG [--] plant is key to Russias ambitions to triple its production of super-chilled fuel to [---] million tons a year However Western restrictions imposed after Russias invasion of Ukraine forced Moscow to delay the timeframe for this target"
X Link 2026-02-11T13:54Z 64.2K followers, [----] engagements
"It also shows how Chinese LNG is still weak Imports have lagged over the last year as Chinese end-users turn to cheaper alternatives. Inventories for winter were also high allowing for re-exports https://www.bloomberg.com/news/articles/2026-02-12/gas-hungry-europe-to-get-rare-lng-shipment-reloaded-from-china https://www.bloomberg.com/news/articles/2026-02-12/gas-hungry-europe-to-get-rare-lng-shipment-reloaded-from-china"
X Link 2026-02-12T05:13Z 64.3K followers, [----] engagements
"Pack it up gas bulls. Winter is over Japan's temperature outlook for the next month ๐"
X Link 2026-02-12T06:24Z 64.3K followers, 13.8K engagements
"Japan formally adopts policy to operate nuclear reactors beyond [--] years โข ๐ Cabinet approved pro-nuclear plan including building next-gen reactors Government pivoted on nuclear amid effort to curb dependence on overseas fuel & hit green goals https://www.sankei.com/article/20230210-ZVVPVF5Y7ZMPFCLW4BYH2A4BDY/outputType=amp https://www.sankei.com/article/20230210-ZVVPVF5Y7ZMPFCLW4BYH2A4BDY/outputType=amp"
X Link 2023-02-10T06:42Z 64.2K followers, 11M engagements
"Tokyo is being powered by nuclear energy for the first time in over a decade โข โก Tepcos Kashiwazaki-Kariwa nuclear power plant restarted and No. [--] reactor is producing electricity for the first time in [--] years ๐ค Japan is doubling down on nuclear to cut fossil fuel use"
X Link 2026-02-16T02:50Z 64.2K followers, [----] engagements
"@SusanSakmar No AI here"
X Link 2025-07-21T03:57Z 61.7K followers, [--] engagements
"Trump says the US and Japan are close to forming a venture to export LNG from Alaska ๐ค ๐ If true this could help move forward the long-delayed Alaska LNG project ๐ค However details are thin. And Alaska still doesnt have binding purchase deals https://www.bloomberg.com/news/articles/2025-07-23/trump-says-us-to-form-venture-with-japan-for-alaska-lng-exportssrnd=undefined&sref=DLVyDcXJ https://www.bloomberg.com/news/articles/2025-07-23/trump-says-us-to-form-venture-with-japan-for-alaska-lng-exportssrnd=undefined&sref=DLVyDcXJ"
X Link 2025-07-23T03:05Z 62.8K followers, [----] engagements
"Japan isnt moving to restart [--] nuclear reactors shut after the Fukushima disaster. Its [--] reactors. Your figure included the facilities that were wrecked or declared be decommissioned over a decade ago"
X Link 2025-07-25T03:25Z 61.7K followers, [----] engagements
"Qatar warned EU countries that it may stop supplying LNG if its sustainability law isnt amended Reuters reports โ ๐ The rule requires companies to make climate transition plans or face stiff fines. But Qatar says it has no net-zero plans https://www.reuters.com/sustainability/climate-energy/qatar-threatened-cut-eu-lng-supplies-over-sustainability-law-letter-shows-2025-07-26/ https://www.reuters.com/sustainability/climate-energy/qatar-threatened-cut-eu-lng-supplies-over-sustainability-law-letter-shows-2025-07-26/"
X Link 2025-07-27T01:15Z 61.8K followers, 22.4K engagements
"The EU has agreed to buy $750 BILLION worth of energy products from the US as part of a trade deal ๐ค Purchases would be made over [--] years. That seems ambitious TOTAL US LNG and crude exports were roughly $150 billion last year. So hitting $250 billion/year wont be easy"
X Link 2025-07-28T03:13Z 61.8K followers, 38.3K engagements
"And to be abundantly clear: Governments dont really dictate gas and oil flows profits do The traders will usually chase the highest possible profits. You saw that with US LNG flows in [----] which shifted from Asia to Europe due to a more attractive price arbitrage"
X Link 2025-07-28T08:11Z 61.8K followers, [----] engagements
"Total energy imports from the US accounted for less than $80 billion last year far short of the promise made by von der Leyen to Trump Total US energy exports were just over $330 billion in [----] https://www.bloomberg.com/news/articles/2025-07-28/the-eu-s-monster-energy-deal-with-trump-looks-hard-to-achieveutm_source=website&utm_medium=share&utm_campaign=linkedin&embedded-checkout=true&sref=DLVyDcXJ"
X Link 2025-07-28T13:53Z 61.8K followers, [----] engagements
"MORE US LNG ๐ข ๐ฐ Venture Global approved final investment decision on its third LNG export plant CP2 โ This is pretty symbolic as CP2 was at the heart of a push by environmentalists to convince the Biden administrations to halt approval of new LNG export projects"
X Link 2025-07-28T16:07Z 61.8K followers, [----] engagements
"Japan declares tsunami warning for its east coast after [---] magnitude earthquake near Kamchatka Japan's public broadcaster issuing evacuation orders"
X Link 2025-07-30T01:06Z 61.8K followers, 27.4K engagements
"Japan's tsunami warnings are still in place But the waves that have hit so far have been relatively minor and no major reported damage Japan declares tsunami warning for its east coast after [---] magnitude earthquake near Kamchatka Japan's public broadcaster issuing evacuation orders https://t.co/21zsQzy5OO Japan declares tsunami warning for its east coast after [---] magnitude earthquake near Kamchatka Japan's public broadcaster issuing evacuation orders https://t.co/21zsQzy5OO"
X Link 2025-07-30T05:47Z 61.8K followers, 12.9K engagements
"Trump says South Korea will buy $100 billion worth of US LNG (or other energy products) as part of a trade deal ๐ค That wont be easy to do quickly. Total US LNG exports were $50 billion in [----] (at current spot prices) But Korea could sign 20-year deals worth billions"
X Link 2025-07-30T22:59Z 61.8K followers, 13K engagements
"Pssst Chevrons oil and gas production is at an all-time high ๐ข The production bumps fed by booming output in the Permian Basin and elsewhere big oil firms in the US surpass Wall Street expectations even as oil prices slumped"
X Link 2025-08-01T15:36Z 61.8K followers, [----] engagements
"Oopsie Goldman recommended to clients to go long copper because Trump was likely to slap a 50% tariff on the metal But the next day Trump allowed exemptions to the limited tariffs Copper prices plunged 22% Goldman emailed clients with the title: No copper tariff. Mea Culpa"
X Link 2025-08-02T12:43Z 62K followers, 39.8K engagements
"Other big banks were similarly blindsided Citigroups salespeople sending a message on Wednesday morning to clients saying that our trading desk like buying the arb in copper (buy comex sell lme) https://www.bloomberg.com/news/articles/2025-08-01/goldman-told-clients-to-go-long-copper-a-day-before-price-plunge https://www.bloomberg.com/news/articles/2025-08-01/goldman-told-clients-to-go-long-copper-a-day-before-price-plunge"
X Link 2025-08-02T12:56Z 61.8K followers, [----] engagements
"Malaysia agrees to buy $3.4 billion worth of US LNG per year as part of trade deal ๐ค ๐ข Thats roughly [--] million tons/year of LNG (depending on pricing) ๐ Petronas recently contracted at least 4mtpa with upcoming US projects (Reposting after coffee & fixing math)"
X Link 2025-08-04T12:38Z 61.8K followers, [----] engagements
"Warren Buffett would absolutely invest in whoever makes fluff. Packaging hasnt changed in decades No frills just a good product"
X Link 2025-08-04T20:22Z 61.8K followers, [----] engagements
"This also comes after Trump suggested he would impose increased tariffs on additional countries buying energy from Russia https://www.bloomberg.com/news/newsletters/2025-08-06/trump-readies-levies-on-russian-energy-buyers https://www.bloomberg.com/news/newsletters/2025-08-06/trump-readies-levies-on-russian-energy-buyers"
X Link 2025-08-06T14:55Z 61.8K followers, [----] engagements
"Reminder: there isnt technically a ban on Russian oil Instead G7 imposed a "price cap" mechanism. That would limit Russias revenues while keeping oil markets stable This was supposed to allow countries like India to continue buying Russian oil below that price threshold"
X Link 2025-08-06T15:00Z 61.8K followers, [----] engagements
"MANY SUCH CASES: Uniper cuts renewable expansion targets in shift to gas ๐ The utility had planned to have 10GW of solar/wind projects ready to build by [----]. Now aiming for 8GW ๐ Aims to invest [--] billion by [----] a large part of which will go to gas-fired power plants"
X Link 2025-08-07T16:34Z 62.2K followers, [----] engagements
"Japan secures more US LNG for delivery into the middle of the century ๐ค ๐ข Jera Japans top power producer will buy 1m tons/year from Cheniere for 2029-2050 ๐ Japan sees LNG as a main pillar of energy security for decades as the AI boom lifts power demand"
X Link 2025-08-08T02:22Z 61.8K followers, [----] engagements
"On vacation. Specifically booked this cottage because of its view of a rare oil-fired power plant โก ๐ค ๐ญ"
X Link 2025-08-11T22:19Z 61.9K followers, 14.9K engagements
"VENTURE GLOBAL WINS LANDMARK LNG ARBITRATION CASE AGAINST SHELL ๐จ ๐ข The dispute: Venture Global citing contract terms sold LNG into the spot market for years during its plants commissioning phase from [----] Contracted buyers (Shell) said they shouldve received that LNG"
X Link 2025-08-12T20:51Z 61.9K followers, 20.5K engagements
"Spotted on morning run"
X Link 2025-08-13T11:01Z 61.9K followers, [----] engagements
"The US considers sanctions against Russian oil companies if ceasefire talks fail โ ๐ข Other possibilities include more restrictions on Moscows shadow fleet of oil tankers and additional tariffs on buyers of Russian oil including China"
X Link 2025-08-15T19:19Z 61.9K followers, [----] engagements
"Trump said he will hold off on raising tariffs on Chinese goods over the countrys purchases of Russian oil citing progress he said was made with Vladimir Putin toward ending the war in Ukraine"
X Link 2025-08-16T03:26Z 61.9K followers, [----] engagements
"Arizona Ice Tea continuing to defy inflation ($0.66)"
X Link 2025-08-18T13:56Z 61.9K followers, [----] engagements
"Trump says the US will "not approve any wind or farmer destroying solar" He is blaming renewables for the record-breaking jump in power prices Power prices are rising. But that's largely driven by rising demand from data centers/manufacturers retirement of older power plants"
X Link 2025-08-20T14:03Z 62K followers, 19.8K engagements
"South Korea orders a review of a nuclear power agreement with Westinghouse โ ๐ The point of the deal was the resolve an IP dispute ๐ฐ But local media reported that Korea must pay $825 million to Westinghouse every time it exports a nuclear reactor https://www.bloomberg.com/news/articles/2025-08-19/south-korea-orders-review-on-westinghouse-nuclear-power-deal https://www.bloomberg.com/news/articles/2025-08-19/south-korea-orders-review-on-westinghouse-nuclear-power-deal"
X Link 2025-08-20T18:14Z 61.9K followers, [----] engagements
"MANY SUCH CASES: Louisianas utility regulator approved Entergys plan to build three new gas-fired plants to power Metas data center"
X Link 2025-08-20T19:37Z 61.9K followers, [----] engagements
"CONOCO DOUBLES DOWN ON LNG ๐ข โฅ ๐ข The oil major agreed to buy 4m tons/year from phase [--] of the Port Arthur project in the US ๐ค This adds to a 5m tons/year deal from phase [--] ๐ Oil producers are securing LNG supplies as they expect global gas demand to rapidly rise"
X Link 2025-08-21T13:05Z 62K followers, [----] engagements
"While Conoco has long sold LNG in Asia from its Australian projects its participation in US LNG is relatively new Conoco didnt have existing LNG contracts from the first wave of US projects that came in the wake of the shale boom more than a decade ago https://www.bloomberg.com/news/articles/2025-08-21/conocophillips-bets-big-on-lng-nearly-doubles-sempra-purchase-deal https://www.bloomberg.com/news/articles/2025-08-21/conocophillips-bets-big-on-lng-nearly-doubles-sempra-purchase-deal"
X Link 2025-08-21T21:39Z 62K followers, [----] engagements
"NVIDIA URGES TAIWAN TO EMBRACE NUCLEAR POWER โข ๐ Nuclear is an excellent option for Taiwan said CEO Jensen Huang ๐ Taiwan shut its last nuclear reactor in May in a decades-long retreat. Taiwan will hold a referendum on Saturday to decide whether to restart an idled one"
X Link 2025-08-22T09:17Z 62K followers, 30.3K engagements
"A referendum to restart a Taiwan nuclear plant failed due to poor voter turnout โ ๐ The vast majority voted in favor of nuclear. But it didnt reach a 5m vote threshold thus failing ๐ฐ Without nuclear Taiwan will likely need to increase its reliance importer LNG"
X Link 2025-08-24T03:01Z 62K followers, 24.6K engagements
""In one month - July [----] - China consumed more power than Japan did in all of 2024" Chinas power demand growth remains staggering โกChina Power Consumption Update July [----] โก Wow. Chinese power consumption soared to a staggering all-time high of [----] TWh (or over [--] petawatt hour) in July [----]. This blows the previous one-month consumption record out of the water. ๐งต https://t.co/KyerEANQcZ โกChina Power Consumption Update July [----] โก Wow. Chinese power consumption soared to a staggering all-time high of [----] TWh (or over [--] petawatt hour) in July [----]. This blows the previous one-month"
X Link 2025-08-25T13:54Z 62K followers, 37.6K engagements
"CHINA AGREES TO DRASTICALLY INCREASE GAS IMPORTS FROM RUSSIA ๐ค ๐ Gazprom inked a binding pact to build the Power of Siberia [--] gas pipeline to China the biggest one yet for the country ๐จ This comes as Russia needs new buyers to replace Europe and China cuts US imports"
X Link 2025-09-02T05:29Z 62.1K followers, 24.7K engagements
"The producer agreed to raise flows to China via the existing Power of Siberia route by another 6bcm/year (from 38bcm) Flows via the future Far Eastern link to China earmarked to start in [----] will also be above the initially planned 10bcm/year"
X Link 2025-09-02T08:15Z 62.1K followers, [----] engagements
"There are some caveats about the PoS2 pipeline: ๐ Beijing has yet to confirm the detail of Millers pronouncement ๐ In addition to unfinished price negotiations financial terms are yet to be disclosed ๐ No timeline was given for construction or for the start of deliveries"
X Link 2025-09-02T08:17Z 62K followers, [----] engagements
"Putins energy win in China deals a blow to Trumps post-2030 LNG export push โ If Russia builds the Power of Siberia [--] gas pipeline to China (and that is a big IF) then that will displace 40m tons/year of LNG That's bad news for LNG projects vying to start next decade"
X Link 2025-09-03T07:23Z 62.1K followers, 22.8K engagements
"SECOND US-SANCTIONED RUSSIAN LNG SHIPMENT LANDS IN CHINA ๐จ The move comes as China continues to expand its energy relationship with Russia in defiance of Washington At least three more shipments from US-sanctioned Arctic LNG [--] plant in Russia appear to be on the way to China"
X Link 2025-09-06T05:38Z 62.1K followers, 74.1K engagements
"The first shipment from Arctic LNG [--] made it to China in late August. It came ahead of a visit by Putin during which Russia announced a series of gas pipeline export agreements with China https://www.bloomberg.com/news/articles/2025-09-06/another-us-sanctioned-russian-lng-shipment-lands-in-china https://www.bloomberg.com/news/articles/2025-09-06/another-us-sanctioned-russian-lng-shipment-lands-in-china"
X Link 2025-09-06T09:46Z 62.1K followers, [----] engagements
"Meanwhile the White House hasnt commented on China breaking US sanctions"
X Link 2025-09-06T10:04Z 62.1K followers, 20.3K engagements
"CHINA CRANKS UP IMPORTS OF US-SANCTIONED RUSSIAN LNG ๐ค โ Beijing appears to have established a system to procure blacklisted shipments ๐ The Beihai terminal was designated to receive shipments to insulate wider sector from US retaliation ๐ Ball now in Trumps court"
X Link 2025-09-08T04:36Z 62.1K followers, 55.5K engagements
"The EU weighs new sanctions against Russias oil and gas trade โ ๐ค The EU is hoping to coordinate some of its latest measures with the US ๐ Other measures under consideration include restrictions on ports that deal with sanctioned shadow vessels https://www.bloomberg.com/news/articles/2025-09-08/eu-weighs-new-sanctions-on-russia-to-hit-banks-and-oil-trade https://www.bloomberg.com/news/articles/2025-09-08/eu-weighs-new-sanctions-on-russia-to-hit-banks-and-oil-trade"
X Link 2025-09-08T15:31Z 62.1K followers, [----] engagements
"US demands EU stops buying Russian gas if it wants new sanctions on Putin โ Energy Secretary Wright said the EU should instead buy more US LNG/energy The EU is drawing up plans to ban Russian gas by end-2027. But it still made up 14% of total consumption last year"
X Link 2025-09-08T22:33Z 62.1K followers, [----] engagements
"Gas to the rescue ๐ญ German power prices rose to a seven-month high as wind output is expected to plummet. That's increasing the need for gas-fired generation (Earlier sunsets are also limiting the supply of solar power) https://www.bloomberg.com/news/articles/2025-09-08/german-evening-power-prices-jump-as-wind-output-is-set-to-plunge https://www.bloomberg.com/news/articles/2025-09-08/german-evening-power-prices-jump-as-wind-output-is-set-to-plunge"
X Link 2025-09-09T01:41Z 62.1K followers, [----] engagements
"Third US-sanctioned Russian LNG shipment just landed in China ๐ค ๐ข There are several more on the way Still no comment on this LNG trade from the White House"
X Link 2025-09-09T07:18Z 62.1K followers, 10K engagements
"Qatar Foreign Ministry Spokesman Majed Al Ansari says the country will not tolerate this reckless Israeli behavior and its continued tampering with regional security The State of Qatar strongly condemns the cowardly Israeli attack that targeted residential buildings housing several members of the Political Bureau of Hamas in the Qatari capital Doha. This criminal assault constitutes a blatant violation of all international laws and norms The State of Qatar strongly condemns the cowardly Israeli attack that targeted residential buildings housing several members of the Political Bureau of Hamas"
X Link 2025-09-09T13:33Z 62.1K followers, [----] engagements
"@LNG_Investor_ yeah not gonna meaningfully change the supply balance or anything but sends a message to washington"
X Link 2025-09-09T13:52Z 62.1K followers, [---] engagements
"Turkey signs a flurry of LNG purchase agreements amid energy security push ๐ค ๐ข Suppliers include Eni Shell Jera Equinor SEFE and Cheniere ๐ We need much more gas said Energy Minister Bayraktar Turkeys energy mix has long depended on Russian pipeline gas"
X Link 2025-09-10T14:30Z 62.9K followers, 51.5K engagements
"The myth of peak fossil-fuel demand: @JavierBlas ๐ข๐ข๐ข The IEA sees oil demand growing to [---] million barrels/day by [----] under its "Current Policy Scenario" according to a draft of its next annual report Gas demand also seen rising through [----] https://www.bloomberg.com/opinion/articles/2025-09-11/peak-fossil-fuel-demand-is-a-crumbling-mythsrnd=undefined https://www.bloomberg.com/opinion/articles/2025-09-11/peak-fossil-fuel-demand-is-a-crumbling-mythsrnd=undefined"
X Link 2025-09-11T03:55Z 62.2K followers, 28.8K engagements
"AUSTRALIA'S BIGGEST GAS EXPORT PLANT GETS APPROVAL TO RUN TO [----] โค๐ข ๐ Environment Minister Watt gave final clearance for the North West Shelf LNG plant to operate for [--] more years ๐ญ The site will be required to reach net zero emissions by [----] https://www.bloomberg.com/news/articles/2025-09-12/woodside-s-north-west-shelf-gets-final-nod-to-run-to-2070-in-australiasrnd=undefined&sref=DLVyDcXJ https://www.bloomberg.com/news/articles/2025-09-12/woodside-s-north-west-shelf-gets-final-nod-to-run-to-2070-in-australiasrnd=undefined&sref=DLVyDcXJ"
X Link 2025-09-12T05:35Z 62.2K followers, 14.8K engagements
"TRUMP: I am ready to do major Sanctions on Russia when all NATO Nations have agreed and started to do the same thing and when all NATO Nations STOP BUYING OIL FROM RUSSIA HUNGARY AND SLOVAKIA:"
X Link 2025-09-13T13:42Z 62.2K followers, [----] engagements
"@PzzaSlize I lived there very briefly early in my career. And 75% of my meals were pizza"
X Link 2025-09-14T03:13Z 62.3K followers, [--] engagements
"China's power output rose to a new record โก ๐ The country generated 936TWh of electricity in August roughly equal to Japan's annual output ๐ญ Fossil fuels generated about 67% of that power ๐ Hydro 16% โ Wind and solar 13% โข Nuclear 5% https://www.bloomberg.com/news/articles/2025-09-15/china-s-coal-and-steel-output-drop-after-production-controls https://www.bloomberg.com/news/articles/2025-09-15/china-s-coal-and-steel-output-drop-after-production-controls"
X Link 2025-09-15T09:24Z 62.2K followers, 48.5K engagements
"Indias LNG imports struggle to lift off (for now) ๐ข ๐ Imports for Jan-Aug are down 10% y/y due to high prices and mildish summer weather ๐ That may reverse from next year when a wave of new supply could push prices lower. That would reinvigorate Indian LNG growth"
X Link 2025-09-16T14:03Z 62.2K followers, [----] engagements
"I think the issue with egypt is that it is for power generation and they made a grid based on gas. But now that their gas is depleting they need to import more or else face blackouts Its different for India. Their industries are biggest consumers and they have alternatives to lng"
X Link 2025-09-17T00:04Z 62.2K followers, [---] engagements
"Adnoc will not proceed with a proposed $19 billion takeover of Australian gas producer Santos ๐จ ๐จ This would have been the largest ever deal in Australia ๐ Adnocs XRG and partners announced the deal in June in a bid to boost its gas business https://www.bloomberg.com/news/articles/2025-09-17/abu-dhabi-xrg-consortium-walks-away-from-19-billion-santos-bid https://www.bloomberg.com/news/articles/2025-09-17/abu-dhabi-xrg-consortium-walks-away-from-19-billion-santos-bid"
X Link 2025-09-17T12:03Z 62.2K followers, [----] engagements
"Poland has urged European Union member states that are still buying Russian energy to end those imports by the end of [----] Meanwhile Slovakia and Hungary:"
X Link 2025-09-18T06:42Z 62.2K followers, [----] engagements
"Is India on the verge of a nuclear power boom โข ๐ Lawmakers are considering to scrap troublesome nuclear liability provisions as early as the end of November ๐ฐ That could spur investments and allow more private companies to operate reactors https://www.bloomberg.com/news/newsletters/2025-09-18/india-may-finally-be-ready-for-a-new-nuclear-power-age https://www.bloomberg.com/news/newsletters/2025-09-18/india-may-finally-be-ready-for-a-new-nuclear-power-age"
X Link 2025-09-19T01:44Z 62.3K followers, 25.6K engagements
"Here we go. Just now ๐ EU PROPOSES BANNING RUSSIAN LNG A YEAR EARLIER FROM JAN 2027"
X Link 2025-09-19T11:49Z 62.9K followers, [----] engagements
"The EU proposed banning Russian LNG imports from Jan [----] โ But that may be too late for Trump who said the US wont impose more sanctions on Russia until allies halt purchases ๐ง Plus the EU proposal to phaseout Russian LNG is just that a proposal. It needs to be approved"
X Link 2025-09-20T05:46Z 62.2K followers, [----] engagements
"Putin decided he can step up attacks in Ukraine and Trump wont act Meanwhile Trump keeps saying he wont hit Russia with more sanctions unless Europe halts oil and gas purchases from Moscow (which seems unlikely at least in the immediate term)"
X Link 2025-09-21T02:59Z 62.2K followers, 11.2K engagements
"AUSTRALIA MOVES TO EXPORT MORE GAS โค๐ข โ The Barossa field off northern Australia delivered its first natural gas. This will feed the Darwin LNG export plant which has been shut since [----] ๐ This comes as Asian LNG demand is expected to keep rising as countries quit coal"
X Link 2025-09-22T02:37Z 62.2K followers, [----] engagements
"The start of Barossa one of Australias highest-emitting gas projects and one of the dirtiest globally comes after the Northern Territory Environment Protection Authority last week renewed the Environment Protection License for Santos Darwin LNG facility https://www.bloomberg.com/news/articles/2025-09-21/santos-starts-barossa-gas-project-among-australia-s-dirtiest https://www.bloomberg.com/news/articles/2025-09-21/santos-starts-barossa-gas-project-among-australia-s-dirtiest"
X Link 2025-09-22T04:19Z 62.2K followers, [----] engagements
"China keeps importing US-sanctioned Russian LNG ๐ค ๐ข The sixth tanker carrying fuel from Arctic LNG [--] just arrived in China (all shipments have been to the Behai terminal) The Trump administration hasnt hit Russia or China with additional measures over these deliveries"
X Link 2025-09-22T05:18Z 62.3K followers, 16.8K engagements
"India's biggest utility considers bulk purchases of nuclear reactors ๐คโข โก While the size of the tender isnt finalized NTPC hopes that a large purchase will lower cost โ This is part of a wider national effort to boost nuclear capacity to reduce dependence on fossil fuels"
X Link 2025-09-24T03:30Z 62.7K followers, 32.4K engagements
"More US LNG export projects have been approved this year than ever before โฅ ๐ข ๐ฐ [--] million tons/year of new projects made final investment decision so far in [----] ๐ Thats HALF current US export capacity. It will cement the US as the top supplier (Via IEAs Molnar)"
X Link 2025-09-24T10:32Z 62.7K followers, 19K engagements
"TRUMP MOVES TO KEEP COAL ALIVE โค๐ชจ ๐ญ The administration plans to continue using emergency authority to stop coal-fired power plants from retiring ๐ฐ Shutting coal plants would drive up electricity prices according Energy Secretary Chris Wright https://www.bloomberg.com/news/articles/2025-09-24/us-plans-to-use-emergency-powers-to-stop-more-coal-closures https://www.bloomberg.com/news/articles/2025-09-24/us-plans-to-use-emergency-powers-to-stop-more-coal-closures"
X Link 2025-09-25T03:44Z 62.7K followers, [----] engagements
"China could increase coal-fired power 75% and still meet its [----] green pledge says @davidfickling ๐ญ Xi recently vowed to cut GHG emissions 7%-10% by [----] from its peak But by not mentioning exactly WHEN emissions will peak he gave China room to use more coal to 2030"
X Link 2025-09-26T04:08Z 62.3K followers, [----] engagements
"Energy majors keep doubling down on gas in move away from renewables. Case in point ๐ TotalEnergies today sold half of its North American solar power business . aaaaand then an hour later announced that it bought a bunch of US natural gas assets"
X Link 2025-09-29T07:57Z 62.8K followers, 33.1K engagements
"AI data centers are sending US power bills soaring Bloomberg analysis shows โก๐ Wholesale prices more than doubled since [----] in some markets but those increases arent equal Of the nodes where prices rose over 70% are within [--] miles of significant data center activity"
X Link 2025-09-30T04:25Z 62.8K followers, 26.3K engagements
"MANY SUCH CASES: Mazda scrapped plans to switch a factorys power from coal to ammonia opting instead for LNG Ammonia was initially part of a green plan. But now Mazda wants to utilise established power generation technology (Mazda still plans to shift from gas to hydrogen)"
X Link 2025-09-30T05:35Z 62.6K followers, [----] engagements
"So why are orders for turbines surging There are a number of reasons US power demand is slated to grow 25% by [----] a reversal of relatively flat consumption since [----]. This is due in part to the AI boom and data centers are turning to gas to feed energy needs"
X Link 2025-10-02T06:09Z 62.8K followers, [----] engagements
"Germany aims to build as many as [--] new gas-fired power plants by [----] Japan is considering plans to build new facilities after the government reversed its view that power demand was on a long-term decline Saudi Arabia is investing billions to add gas-fired plants"
X Link 2025-10-02T06:13Z 62.8K followers, [----] engagements
"This is how the turbine shortage could play out: Without gas developing nations may be forced to keep using coal for longer Meanwhile developed countries may be pushed to more quickly adopt solar and wind farms backed up with expensive batteries"
X Link 2025-10-02T06:34Z 62.8K followers, [----] engagements
"Read our article about the turbine shortage here (without a paywall) https://www.bloomberg.com/features/2025-bottlenecks-gas-turbines/accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc1OTM4Njk2MiwiZXhwIjoxNzU5OTkxNzYyLCJhcnRpY2xlSWQiOiJUM0hLR0JHUFFRNlcwMCIsImJjb25uZWN0SWQiOiJFOTY4RDMzNDhBQTQ0NUFFQUM1QUFGMEQ0NUI4NjlEQiJ9.u_cbGCX4V-0F3_EoHtz8o6KvRzCX1uGgGLWbfkxJKNE"
X Link 2025-10-02T06:36Z 62.9K followers, 13.7K engagements
"China is the main driver of record-high nuclear power generation โข See the neon-green wedge in that chart Thats China. And Its slated to keep expanding at this rate for years and years Global nuclear power generation is set to reach a historic high in [----] & grow further in [----] As @IEA flagged [--] years ago nuclear is making a strong comeback globally with investment up 50% in [--] years [--] new reactors coming online this year & technologies like SMRs emerging https://t.co/cZ7EoLYqvn Global nuclear power generation is set to reach a historic high in [----] & grow further in [----] As @IEA flagged 4"
X Link 2025-10-02T12:59Z 62.7K followers, [----] engagements
"@LNG_Investor_ This is legendary"
X Link 2025-10-03T13:42Z 62.7K followers, [---] engagements
"@VGDeepDive @ira_joseph @ColumbiaUEnergy The article/thread addresses these points Lets see what happens"
X Link 2025-10-04T12:09Z 62.8K followers, [---] engagements
"The worlds biggest climate alliance for banks said lit has ceased operations ๐ญ โ The Net-Zero Banking Alliance said that its remaining signatories endorsed a proposal that the coalition no longer exist as a member-based alliance https://www.bloomberg.com/news/articles/2025-10-03/bank-climate-group-formally-winds-down-after-wall-street-exodus https://www.bloomberg.com/news/articles/2025-10-03/bank-climate-group-formally-winds-down-after-wall-street-exodus"
X Link 2025-10-04T12:57Z 62.9K followers, [----] engagements
"Global meat prices extend rally to record high ๐จ ๐ฎ The rally has been largely driven by beef with the US herd reaching the smallest in decades higher prices in top shipper Brazil and worries over the deadly New World screwworm pest in Mexico https://www.bloomberg.com/news/articles/2025-10-03/global-meat-prices-extend-rally-to-record-on-tight-beef-suppliessref=DLVyDcXJ https://www.bloomberg.com/news/articles/2025-10-03/global-meat-prices-extend-rally-to-record-on-tight-beef-suppliessref=DLVyDcXJ"
X Link 2025-10-05T02:53Z 62.9K followers, 12.2K engagements
"Takaichis victory in the Liberal Democratic Party leadership election is a win for nuclear newer technologies such as fusion and perovskite solar and a loss for renewable energy especially those relying on foreign equipment said BNEF analyst Sadiq https://www.bloomberg.com/news/articles/2025-10-06/japan-s-incoming-leader-to-put-nuclear-at-center-of-energy-plan https://www.bloomberg.com/news/articles/2025-10-06/japan-s-incoming-leader-to-put-nuclear-at-center-of-energy-plan"
X Link 2025-10-06T01:58Z 62.8K followers, [----] engagements
"โ Takaichi has at times expressed concerns about the use of solar power. The 64-year-old has said she opposes further covering our beautiful land with foreign-made solar panels and that she would reform current subsidy programs that support this form of renewable energy"
X Link 2025-10-06T02:51Z 62.8K followers, [----] engagements
"Gold becomes more valuable to Australia than LNG โค๐ฅ ๐ Revenues from gold will jump to A$60 billion in 2025-26 amid a record-breaking surge in prices ๐ LNG prices meanwhile have softened from the highs of the energy crisis in [----]. Australia is a top LNG exporter"
X Link 2025-10-07T07:41Z 62.9K followers, 11.7K engagements
"Australia's largest coal-producing state reverses plans to close its coal power plants โค๐ชจ โ The government no longer aims to shut its state-owned coal-fired power plants by [----]. Instead they will run as long as needed โก The move is to help deliver cheaper electricity"
X Link 2025-10-10T04:24Z 62.9K followers, 15.3K engagements
"US LNG exports near a record high ๐ข โ The US is already the world's biggest LNG exporter and output is slated to double through the end of the decade as new projects come online ๐ The added supply will help ease gas prices in Asia and Europe"
X Link 2025-10-13T07:45Z 62.9K followers, 23.2K engagements
"The world is racing toward large-scale deployment of mega batteries Guess who is positioned the benefit the most"
X Link 2025-10-13T11:21Z 62.9K followers, [---] engagements
"The world is racing toward large-scale deployment of mega batteries Guess which country is positioned the benefit the most"
X Link 2025-10-13T11:30Z 62.9K followers, 14.2K engagements
"A Chinese LNG import terminal hit by western sanctions for importing Russian fuel โ The UK slapped restrictions on the Beihai facility in southern China Beihai has imported nine shipments from the sanctioned Arctic LNG [--] plant in Russia since late August"
X Link 2025-10-15T13:22Z 62.9K followers, [----] engagements
"This will probably have limited impact. China had essentially quarantined the Beihai terminal to avoid sanctions By choosing a single port with limited international exposure to receive sanctioned cargoes Beijing insulated its wider gas sector from potential Western penalties"
X Link 2025-10-15T13:42Z 62.9K followers, [----] engagements
"China defies UK sanctions by importing blacklisted Russian LNG ๐ค โ A Russian LNG tanker just landed at the Beihai import terminal which the UK sanctioned earlier this week in order to curb the trade ๐ข At least [--] more cargoes appear to be on the way to the same terminal"
X Link 2025-10-17T06:49Z 62.9K followers, [----] engagements
"Incoming CEO of Suntory told @johncbussey @Japansociety that increase in Japanese business will lead to increase in labor market liquidity"
X Link 2014-07-23T18:05Z 58.2K followers, [--] engagements
"Oil crash has minimal impact on India's inflation as govt raises fuel tax. Good for economy and lowering emissions http://t.co/Fs5OWhAojy https://x.com/baptist_simon/status/557165361737375744/photo/1 https://x.com/baptist_simon/status/557165361737375744/photo/1"
X Link 2015-01-19T13:34Z 58.3K followers, [--] engagements
"Marubeni rises most in [--] years after announcing it would increase dividend payout ratio for next [--] years"
X Link 2016-02-05T05:46Z 58.3K followers, [--] engagements
"Half of analysts surveyed by Nikkei Veritas believe there will be further monetary easing in Sept"
X Link 2016-09-12T02:56Z 58.2K followers, [--] engagements
"Nikkei asks "which country would you invest in" above chart of Japan GDP growth (1%) vs Asian rivals (more than 1%)"
X Link 2017-05-06T03:37Z 58.2K followers, [--] engagements
"BNEF shoutout in Nikkei front pg story about CO2 and GDP growth. Coal and solar power production costs same in Germany US Spain BNEF says"
X Link 2017-11-05T05:08Z 58.3K followers, [--] engagements
"Japan's [---] yen stores ($1 stores) still on the rise. A record [---] new stores from four biggest players seen opening this year. #deflation (Via the Nikkei)"
X Link 2018-05-19T02:39Z 58.2K followers, [--] engagements
"Chugoku Electric is seeking to resume construction of its Shimane No. [--] nuclear reactor (it's about 94% complete and work stopped following the [----] Fukushima disaster). Chugoku's President is meeting with local officials and aims to submit an application to the regulator soon"
X Link 2018-05-22T02:14Z 60.4K followers, [--] engagements
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/creator/twitter::SStapczynski