October 2025 – JKempEnergy.com
10 posts published by John Kemp during October 2025| JKempEnergy.com
Global oil stocks pressure prices and spreads (Bloomberg) Africa’s electricity access and investment challenges (IEA) U.S. LNG export capacity set to double by end of 2029 (EIA) Saudi Aramco warns about lack of oil investment (FT) China’s five-year plans act as an investment target (FT) U.S./EU energy systems on different trajectories (Reuters) China’s worldwide maritime … Continue reading Best in Energy – 20 October 2025| JKempEnergy.com
I am on leave Thursday and Friday. Best in Energy will resume on Monday October 20. Oil traders predict short run surplus (Bloomberg) U.S. submarine building bottlenecks (Bloomberg) U.S. oil output growth moves offshore (Reuters) China prepares next five-year plan (Reuters) U.S./China head towards decoupling (Bruegel) Britain’s gas use and supply (Oxford Energy) U.S. army … Continue reading Best in Energy – 15 October 2025| JKempEnergy.com
Crude oil inventories surge as OPEC⁺ boosts output (IEA) Oil futures curve slides towards contango (Bloomberg) BRENT’s six-month calendar spread is trading in a backwardation of just 20 cents per barrel, the lowest for almost two years since December 2023, and down from almost $6 at the start of the year, as OPEC⁺ boosts output … Continue reading Best in Energy – 14 October 2025| JKempEnergy.com
China’s accumulation of crude oil inventories (Reuters) U.S./Ukraine cooperate to target Russia oil refineries (FT) U.S. residential heating fuels and other energy uses (EIA) EU steel tariffs undermine commitment to WTO (Bruegel) South Texas refineries at risk from long drought (Bloomberg) Britain’s east coast industrial decline accelerates (Bloomberg) BRENT’s front-month futures price has averaged less … Continue reading Best in Energy – 13 October 2025| JKempEnergy.com
11 October 2025 Investors have become increasingly bearish on the outlook for oil prices as Saudi Arabia and its OPEC⁺ partners abandon production restraint in favour of a policy of pump-at-will or pump-as-much-as-you-are-able. The producer group has continued to announce output increases even as crude inventories rise around the world and the forward curve marches … Continue reading Oil prices slide as OPEC⁺ shifts to pump-at-will| JKempEnergy.com
LNG prices must fall to absorb wave of supply (Bloomberg) Russia attacks Ukraine’s gas and electricity systems (FT) BP prevails in arbitration over Venture Global (Bloomberg) EU energy firms press for climate law to be axed (Reuters) Shandong crude terminal hit by U.S. sanctions (Bloomberg) China crude oil inventory building supported prices (EIA) EU/China trade … Continue reading Best in Energy – 10 October 2025| JKempEnergy.com
Africa’s access to electricity restricted by high costs (IEA) Egypt seeks to defer contracted LNG cargoes (Bloomberg) Spain power grid warns about voltage swings (Bloomberg) U.S. ELECTRICITY PRICES charged to end-users (including taxes and adjusted for inflation): U.S. CRUDE OIL inventories at refineries and tank farms along the Gulf Coast increased by 6 million barrels … Continue reading Best in Energy – 9 October 2025| JKempEnergy.com
Argentina oil boom slows as prices falls and costs rise (Reuters) U.S./EU automakers turn back to combustion engines (FT) Southeast Asia’s sluggish deployment of renewables (IEA) Taiwan’s energy security vulnerable to LNG blockade (WSJ) ARGENTINA has emerged as a major oil exporter over the last six years as a result of surging output from the … Continue reading Best in Energy – 8 October 2025| JKempEnergy.com
[MUST READ] China boosts strategic oil reserves (Reuters) Oil-on-the-water rises to highest since 2020 (Bloomberg) Passenger aviation not on course to reduce emissions (FT) Global economy is being run hot by policymakers (Reuters) Oil prices and refinery margins over the third quarter (EIA) Solar to dominate extra renewable generation to 2030 (IEA) China leads most … Continue reading Best in Energy – 7 October 2025| JKempEnergy.com
6 October 2025 The U.S. Commodity Futures Trading Commission (CFTC) has stopped publishing its commitments of traders reports during the federal government shutdown, significantly reducing market t…| JKempEnergy.com
Global nuclear generation status and outlook (World Nuclear) Global petrochemicals oversupply and outlook (Woodmac) Nordic data centre boom to raise power prices (Bloomberg) China dominates non-fos…| JKempEnergy.com
28 April 2025 Spain and Portugal have been hit by widespread blackouts following a cascading failure on the high-voltage transmission system forcing them to attempt a complicated “black start” oper…| JKempEnergy.com
