뉴스 | 🇺🇸 미국 | 12186g | "QUE"

OilPrice

중도

산업

HSBC Flags a Super-Squeeze In the Oil Market

The Middle East crisis and the still closed Strait of Hormuz have created a “super-squeeze” in oil markets, which could lead to sharp price spikes, analysts at HSBC say. Prices have rallied in recent months not because of some “super-cycle” but because of the massive supply disruption and an actual squeeze in physical supply, the UK-based bank said in a note carried by Bloomberg. “The longer the strait is closed, the more inventories are run down, the more likely it is that we reach ‘tipping points’ in…

OilPrice

중도

산업

China Solar Makers Launch Space Energy Development Alliance

China’s solar manufacturing industry on Tuesday launched a so-called Space Energy Development Alliance as the Chinese solar sector looks to conquering new frontiers amid oversupply at home. At this year’s SNEC PV+ conference in Shanghai, one of the biggest solar industry gatherings in the world, Chinese manufacturers launched the platform, but were stingy on details about projects or missions in the race to harness solar power in space. GCL Technology Holdings Ltd, Trina Solar Co, and Shi Zhengrong, founder of Suntech Power Holdings…

OilPrice

중도

산업

China’s LNG Imports Recover Ahead of Peak Cooling Season

China imported 4.9 million tons of liquefied natural gas last month, a slight increase on an annual basis, Bloomberg reported today, citing shipping data. The rebound comes ahead of a likely jump in electricity demand over the summer as air-conditioning demand rises. The May figure is also a reversal of import trends from the previous few months, which booked a series of declines amid crimped supply from the Middle East that led to significantly higher prices, dampening importers’ appetite and greater use of coal for power generation. China’s…

OilPrice

중도

산업

Top 5 Commodities Impacted By The Iran War

The Middle East conflict has triggered sweeping, multi-commodity supply shocks, profoundly impacting global energy, petrochemicals, agriculture and shipping industries, among others. The disruption of shipping through the Strait of Hormuz--which handles nearly 27% of the global maritime oil trade--has triggered historic shortages and long-term operational strain on Gulf energy infrastructure, with estimates that repairing damaged liquefied natural gas (LNG) facilities in Qatar could take up to five years. Even with ongoing de-escalation efforts,…

OilPrice

중도

산업

Oil Prices Up 3% As Trump Demands Changes To Iran Deal

Oil prices pushed higher Monday, with Brent crude topping $94 per barrel and WTI climbing above $90, after President Donald Trump sent a proposed Iran peace agreement back for revisions, raising fresh questions about how quickly the Strait of Hormuz can be fully reopened to global energy shipments. Brent crude was trading at $94.23 per barrel while WTI stood at $90.87 at 6:06 a.m. ET on Monday, trading as investors digested news reports. According to multiple reports, Trump requested stronger language on Iran’s nuclear commitments and more…

OilPrice

중도

산업

Secretive Azerbaijan Deal Raises Energy Security Concerns in Georgia

Recently signed deals between Georgia and Azerbaijan are raising fresh questions about Tbilisi’s strategic direction and energy security. The deals flowed out of a May 18 meeting in Baku between Georgian Dream Prime Minister Irakli Kobakhidze and Azerbaijani President Ilham Aliyev. Those talks occurred just weeks after Aliyev’s visit to Tbilisi, where he also met Georgia’s de facto ruler, Bidzina Ivanishvili. Despite their political significance, the full texts of the agreements signed while Kobakhidze was in Baku remain undisclosed,…

OilPrice

중도

산업

Bolivia’s Austerity Shock Triggers Nationwide Revolt

Politics, Geopolitics & Conflict Austerity measures in Bolivia have gone too far, too fast, putting the president’s political longevity in question. Bolivian President Rodrigo Paz, who came into office six months ago, backed by Washington and promising market-oriented reforms during a severe economic crisis, is now facing nationwide unrest after scrapping fuel subsidies, pursuing austerity measures, and attempting land reforms that triggered fears of consolidation by larger agricultural interests. What began as protests from small farmers…

OilPrice

중도

산업

Mitsui Eyes Global LNG Deals to Power the AI Data Center Boom

Japanese commodities major Mitsui is looking for investment opportunities in liquefied natural gas to secure the long-term supply of electricity for the booming data center industry. The company will be looking for either equity stake acquisitions or offtake agreements, the chief executive of Mitsui said as quoted by Bloomberg. “Without securing energy, it is impossible to implement solutions,” Kenichi Hori told the publication in the context of plans to establish a business entity entirely focused on supplying electricity to the tech…

OilPrice

중도

산업

Kazakhstan Sides With Russia in $1.4 Billion Gazprom Dispute

A ruling against the Russian energy behemoth Gazprom issued by a special court in the Kazakh capital Astana will not be enforced by the government, Kazakhstan’s justice minister has stated. The comments call into question the Astana International Financial Center’s (AIFC) independence from government interference and are likely to sow doubts among foreign investors that they can obtain a fair hearing in case of financial disputes involving state-connected entities. The AIFC is set up as a special economic zone to attract foreign investors…

OilPrice

중도

산업

Chevron Files to Take 70% Stake in Greek Offshore Block

Chevron has filed a request to buy 70% in an oil and gas exploration block offshore southwest Greece in what would be another step in the U.S. supermajor’s expansion in the Eastern Mediterranean. Chevron wants to buy 70% in an exploration block, whose concession rights are currently 100% owned by Helleniq Energy, the Greek Energy Ministry said on Thursday. The U.S. energy giant and Helleniq Energy are partners in several other offshore exploration blocks that Greece has recently awarded. Now Chevron seeks to expand its footprint and become…

OilPrice

중도

산업

High Freight Costs Force Asian Buyers to Cancel U.S. LPG Cargoes

The Middle East supply crunch has led to soaring freight rates to ship liquefied petroleum gas (LPG) to Asia from other regions, prompting some buyers to cancel U.S. cargoes due to the high shipping costs. Buyers have so far canceled at least two cargoes of LPG, the main cooking fuel in India and a key petrochemicals feedstock in China, which were previously slated to depart from the U.S. Gulf Coast in June, sources with knowledge of the matter told Bloomberg on Thursday. Buyers are also in discussions to cancel additional cargoes as the high freight…

OilPrice

중도

산업

Europe Turns to Canadian LNG as Gulf and Russian Gas Risks Deepen

A number of European energy utilities have expressed interest in buying the future output of the Ksi Lisims LNG project, which will be Canada’s second export facility for liquefied gas. The Ksi Lisims LNG facility already has offtake agreements for 5 million tons in annual production, but the companies behind the project want to secure commitments for another 3 to 4 million tons, the chief executive of Western LNG, the project leader, told Reuters in an interview. The Ksi Lisims plant will have a total annual capacity of 12 million tons of…

OilPrice

중도

산업

Middle East Crisis Accelerates U.S.-Thailand LNG Supply Talks

The sudden halt of liquefied natural gas (LNG) flows from the Middle East has prompted Asian buyers to seek long-term solutions to secure supply from sources not needing the blocked Strait of Hormuz. As Qatar’s LNG shipments are under force majeure until at least mid-August and full LNG export capacity may not be restored for another five years, LNG customers are looking to sign long-term supply deals with exporters outside of conflict areas. Thailand, the top LNG importer in Southeast Asia, is now looking to boost its U.S. gas supply to…

OilPrice

중도

산업

Europe’s Arctic Oil Dilemma Deepens as Supply Fears Grow

A dozen financial institutions from Scandinavia have urged the European Commission to remain firm in its opposition to Arctic oil drilling even as the bloc faces physical oil shortages in weeks, according to energy experts. “The Arctic is one of the planet's most vulnerable ecosystems and home to unique wildlife .... Further oil and gas expansion would add pressure to these globally significant ecosystems, by increasing the risk of oil spills and leakages,” the lenders said in a letter organized by the Nordic Center for Sustainable…

OilPrice

중도

산업

QatarEnergy Extends LNG Force Majeure Into August

QatarEnergy said it would extend the force majeure on its exports of liquefied natural gas until the middle of August, Reuters has reported, citing Italy’s Edison, which has a long-term supply deal with the Qatari company. Originally, the force majeure was set to run until early July. The declaration followed Iranian strikes on Qatar’s LNG hub that caused extensive damage. In a notice to buyers, the state energy giant said in early March that the declaration follows its decision to halt LNG and associated production after Iranian strikes…

OilPrice

중도

산업

Australia Dodges LNG Disruption as Union Cancels Strike

A strike threat at one of Australia’s biggest LNG facilities, Ichthys, has been averted after the trade union organizing the industrial action reported progress on negotiations with operator Inpex on pay and working conditions. Reuters reported the news earlier today, in a welcome development for both Australia and Japan, to which Australia is the biggest supplier of liquefied natural gas. The Offshore Alliance, a coalition of two trade unions, earlier this month notified Japan’s Inpex that a strike may be imminent at the company’s…

OilPrice

중도

산업

Data Centers Are Outgrowing Europe’s Clean Power Deals

European data center power purchase agreement (PPA) volumes fell from 4.2 gigawatts (GW) in 2024 to 2.6 GW in 2025, even as capacity buildout accelerated sharply. The drop reflects offshore wind delays and increased challenges in agreeing on PPA price points due to falling capture rates and rising frequency of negative wholesale power price hours, particularly for solar PV. In addition, the race to secure power has led some major hyperscalers to reassess their clean energy ambitions, moderating one of the key demand signals that had supported European…

OilPrice

중도

산업

More Tankers Make It Through the Strait of Hormuz

Two liquefied natural gas carriers and a supertanker have traversed the Strait of Hormuz over the past couple of days, with the LNG vessels heading for Pakistan and China, and the tanker, loaded with Iraqi crude, is en route to China. According to a Reuters report, the vessels used the route that Iran has told all ships to use from now on. The LNG carriers are loaded with Qatari gas, the report said, citing data from LSEG and Kpler. At least one of the vessels was loaded in late March. The supertanker carrying Iraqi Basrah crude loaded its cargo…

OilPrice

중도

산업

Norway Doubles Down on Oil and Gas as Europe Scrambles for Supply

Norway, well known for its oil and gas production, has ramped up its fossil fuel output in recent weeks to fill the gap following the closure of the Strait of Hormuz and the ongoing energy trade disruptions. While some countries are grateful to Norway for helping alleviate oil and gas shortages, environmentalists have critiqued the move, suggesting that more of a focus must be placed on increasing the region’s renewable energy capacity. Norway appears to have taken on the role of “Europe’s saviour” as it stepped in to replace…

OilPrice

중도

산업

Colombia's Natural Gas Crisis Deepens as Strait of Hormuz Closure Cuts Supply

Strife-torn Colombia is facing a severe energy crisis at a critical juncture. Global supply of natural gas is heavily constrained due to the closure of the Strait of Hormuz after U.S. strikes on Iran. This could not come at a worse time for Colombia, with the Andean country experiencing a massive surge in demand for natural gas at a time when domestic production is declining. The rapidly growing supply shortfall was filled by costly liquefied natural gas (LNG) imports, the future of which now appears uncertain. These events are weighing heavily…

뉴스

타임라인 키워드

HSBC Flags a Super-Squeeze In the Oil Market

China Solar Makers Launch Space Energy Development Alliance

China’s LNG Imports Recover Ahead of Peak Cooling Season

Top 5 Commodities Impacted By The Iran War

Oil Prices Up 3% As Trump Demands Changes To Iran Deal

Secretive Azerbaijan Deal Raises Energy Security Concerns in Georgia

Bolivia’s Austerity Shock Triggers Nationwide Revolt

Mitsui Eyes Global LNG Deals to Power the AI Data Center Boom

Kazakhstan Sides With Russia in $1.4 Billion Gazprom Dispute

Chevron Files to Take 70% Stake in Greek Offshore Block

High Freight Costs Force Asian Buyers to Cancel U.S. LPG Cargoes

Europe Turns to Canadian LNG as Gulf and Russian Gas Risks Deepen

Middle East Crisis Accelerates U.S.-Thailand LNG Supply Talks

Europe’s Arctic Oil Dilemma Deepens as Supply Fears Grow

QatarEnergy Extends LNG Force Majeure Into August

Australia Dodges LNG Disruption as Union Cancels Strike

Data Centers Are Outgrowing Europe’s Clean Power Deals

More Tankers Make It Through the Strait of Hormuz

Norway Doubles Down on Oil and Gas as Europe Scrambles for Supply

Colombia's Natural Gas Crisis Deepens as Strait of Hormuz Closure Cuts Supply