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Important when thinking about oil: While every other asset class is dealing with a demand shock, oil is weathering not only the very same demand shock but -- simultaneously -- an OPEC+ supply surprise (I'm not calling it yet a supply shock, but it could turn into one) #OOTT

This is *Highly* unlikely to be commercially viable. The problem for the West generally isn't the #minerals themselves...its the processing and refining bottlenecks that are controlled by #China.

I cannot believe I am living through a time in which this is a legitimate post by the US Dept of Energy.

Anchors up! The Black Sea Maritime Forum started yesterday and had its first round of panels today. 📸 MC2 Gabriela Isaza

⚓️ Another fantastic Black Sea Maritime Forum, was great to reconnect with old friends from 🇧🇬 #Bulgaria, 🇷🇴 #Romania, 🇹🇷 #Turkiye, & 🇺🇦 #Ukraine

Sailing towards the future! ⛵️🌅 Today marks the second day of the Black Sea Maritime Forum. 🔗Check out the link in our bio for the article! 🔗 📸MC2 Gabriela Isaza

COLUMN: The blackout in Spain shows that grids, policy and risk mapping aren’t up to the task of handling lots of solar and wind. The green industry should lead the change. Failing to do so will undermine nothing less than the energy transition itself. bloomberg.com/opinion/articl…

Looks like the 🇺🇸 #US- 🇺🇦#Ukraine #minerals deal was signed. Our piece in Foreign Policy from March shows why this isn't the cash cow the #Trump administration is making it out to be.

THE EU TO PROPOSE BANNING RUSSIAN GAS IMPORTS BY 2027 ⚠️ 🇪🇺 🚢 This will include Russian liquefied natural gas imports, which have increased to a record 👉 That timeline rests on the bloc’s ability to source alternative LNG sources bloomberg.com/news/articles/…

I am quoted in The Washington Post today on why the 🇺🇦#Ukraine #minerals deal will not alleviate 🇺🇸#US supply chain problems. Its the #processing rather than #mining of minerals that is the real sticking point for the West, & this "deal" won't help. washingtonpost.com/climate-enviro…

Quite a brutal op-ed from the former head of the Spanish electricity grid (Jordi Sevilla, a former cabinet minister with the previous left-wing gov). In short: Spain invested (lots) in solar generation -- but did not integrate it into the power grid. cincodias.elpais.com/opinion/2025-0…

Unsurprisingly, #Austria is the first EU state to openly advocate for the resumption of #Russian #naturalgas imports. ft.com/content/f1272e… via @ft