East-West pipeline could still take six to eight weeks to recover to full capacity. Corey Ranslem, CEO of Dryad Global, discusses what a potential re-start of Saudi Arabia’s East-West pipeline means for the industry cnb.cx/4xHGXxn

Blue wafers are fundamentally undermining U.S. solar manufacturing: The core debate shaping U.S. solar manufacturing isn't just factory capacity, but whether facilities perform the critical P/N junction… dlvr.it/TVcz05 #Photovoltaics #EnergyStorage #RenewableEnergy

As of Monday, September 21, total oil product stocks in #Fujairah stood at 10.296 million barrels as they breached the 10-million-barrel level for the first time since mid-July. Overall, there was a net build of 3.838 million barrels, or a 59.4% week-on-week build. The weekly stocks movement in Fujairah saw rises in all three categories, i.e. light, middle distillates and heavy residues categories. #oott fujairah.platts.com/fujairah…

We're excited to announce that Amanda Staveley has joined Ctrl Alt's Board of Directors. The Founder and CEO of PCP Capital Partners brings two decades of UK and GCC dealmaking to our next phase of growth. Read the announcement here ctrl-alt.co/press-releases/a…

Adnoc is considering to invest in a Canadian LNG project 🇦🇪 🤝🇨🇦 XRG (the investment arm of Adnoc) is in talks to buy a stake in the Shell-led LNG Canada project in the country’s west The move comes as XRG plans to become a major global gas supplier bloomberg.com/news/articles/…

#SaudiArabia: crude and refined product exports were at 5.247mbpd in July versus 5.021mbpd in June according to @JODI_Data #oott

Cloud is marketing. 𝐒𝐞𝐚𝐛𝐞𝐝 𝐢𝐬 𝐫𝐞𝐚𝐥𝐢𝐭𝐲. We don’t usually break the internet with missiles. We break it with anchors. The internet is ~*1.5 million km* of garden-hose cable on the ocean floor — over 95% of global data, $10 trillion+ a day in finance riding on it. Most “attacks”? Accidents: *150–200* faults a year. 70–80% from fishing gear and anchors. Repair is slow: mobilise 3–5 days, transit 2–5 days , then grapnel the mud. Time to *start* repairs: under 20 days (2012) → over 50 days (2024). By 2040, ~ two-third of cable ships age out — needs ~$3bn and 15+ new vessels. How long before the next drag becomes a global outage?

Dirty tankers — Mon close VLCC AG–FE $1,350.6k (+$31.3k) Suezmax $246.0k (+$7.1k) Aframax $127.0k (−$2.9k) Fearn W38: Fujairah/East ~¾ to WS1000; VLCC supply running out. New Caesar On Subs $913k/d. Ras Tanura 7 VLCCs ~14mb Sun — Reuters.

Saudi just cancelled its October Europe cargoes. Pipeline damage on the East/West line is behind it. WAF grades are expected to fill the gap. Mexico and Guyana barrels too. Aaron Kildow is eyeing a long Mars basis trade into Q1 '27, watching how WTI's landed economics shift as the barrel mix changes. Read the full crude analysis here: spartacommodities.com/market… #oilmarkets #crudeoil #oott #commoditytrading

The UK should "team up" with a proposed economic alliance btw. Canada & Europe, 🇨🇭 Minister François-Philippe Champagne teils BBC. "This is all about the substance, to build an alliance of the future. The world has changed. (...) So we need to change." bbc.com/news/articles/cmed7p…

Battery installation on commercial vehicles was 18.3 GWh in Aug. The top 5 are CATL, Eve, CALB, BYD & Gotion. Notice the monthly installations from 2024 until now. We are seeing huge jump in battery installs as trucking NEV penetration & battery size continues to increase.

Up about 3,600% and the best-performing fund anywhere this year, tracking futures on exactly the crude route whose freight cost rose 258% in 2 months ETF story :)

German winter power is already +60%, with another 50% possible. Europe’s electrification strategy has not insulated it from fossil-fuel shocks Gas still backs up renewables and often sets the price. The Iran War exposes what remains underneath. Russian pipeline dependence was replaced partly by exposure to the global LNG market, while gas remains essential for balancing electricity supply. The Iran War has interrupted Qatari LNG flows just as Europe needs to refill storage, pushing German January power above €180/MWh—more than 60% higher than a year ago. Another 50% wholesale increase is possible in a cold winter if Middle East supply remains constrained. More renewables provide a buffer, but winter intermittency means gas still anchors reliability and often price. Europe has electrified faster than it has eliminated the fossil-fuel dependency beneath its electricity system. bloomberg.com/news/articles/…

September 18, 2026 was a nuanced day for %lithium prices. Spot markets for battery-grade Li2CO3 (both the benchmark and broad average) posted modest gains for the second consecutive day, whereas upstream feedstocks (spodumene and lepidolite concentrates) retreated and hydroxide remained unchanged. Simultaneously, futures prices—both the contract average and the most-traded contract—dropped significantly (3.1 - 3.2%). What caused this divergence between firming spot prices and falling futures? Three possible explanations can be put forward: 1) Persistent Backwardation: Spot Li2CO3 prices (134,300 CNY/mt) are trading at a premium relative to the most-traded futures contract (127,160 CNY/mt). A drop in futures while spot prices tick up deepens the backwardation structure. This typically indicates tight near-term supply or immediate spot demand from cathodes/conversion plants needing prompt delivery, even as financial traders price in longer-term market easing. 2) Upstream Raw Material Compression: The declines in Spodumene and Lepidolite Concentrate spot prices (down 3.1 - 4.3) signal that upstream raw material costs are relaxing. Futures markets rapidly discount lower upstream input costs into forward derivative contracts, whereas physical chemical conversion prices lag behind raw material shifts due to existing orders and prompt delivery needs. 3) Paper Sentiment vs. Physical Hand-to-Mouth Buying: Futures markets often react aggressively to macroeconomic shifts, speculative positioning, or expectations of new supply capacity coming online in upcoming months. Conversely, physical spot prices reflect immediate hand-to-mouth procurement by downstream battery manufacturers securing inventory for current production runs.