Oil & Gas Analyst, focused on emerging Europe & MENA, especially downstream and natural gas. Worked for two decades in Turkish downstream sector.
Joined July 2013
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Natural England is a quango that is so absurd that it would be unbelievable if written in fiction
Added a £100m bat tunnel to HS2 & a £700m fish disco to Hinkley Point C.
Now they want to cull Dartmoor ponies, which have been there since at least 3,500 bc
Disband them now
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G7 billionaires did not make their money from energy.
PRESS RELEASE: G7 energy billionaires pocket $300 million a day since start of unlawful US and Israel war against Iran.
This is equivalent to about $1,000 in the time it takes to blink.
👀
oxf.am/G7Evian2026
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Man whose business model is actually predatory (it depends on subsidies) wants to force very low highly competitive businesses to lose money.
May 22
Why is it preposterous? To control profits, via prices and protect millions of Brits. We do it in energy, lets do it in food next, then banking. People first, profit second.
theguardian.com/business/202…
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Once again for the intellectually challenged
May 20
Inflation is down today, in part thanks to action we've taken on energy bills.
But the price of electricity is still set by global gas rates, despite half of our electricity coming from renewables.
So we're taking steps to fix that too.
Let me explain 👇
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Perhaps if we hadn't also closed down refineries, more North Sea oil would have had greater significance.
As a side note, fields like Cambo have heavier oil which is better for making diesel and jet fuel. So even at the margins, it might have helped.
May 20
Remarkable new levels of dishonesty from Kemi Badenoch. She surely knows that jet fuel supply is about global refining capacity, not the supply of crude.
More North Sea crude would do nothing to solve the global refined products issue.
She is simply misleading people.
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It seems the shortages are beginning to include motor oil. Motor oil is made from the heavy end of crude and so yields would be higher for typical mid east crude oils. My ex-employer used to buy Saudi crude specifically for this purpose.
May 15
Another automaker warning on motor oil availability earlier due to base oils availability… allowing substitutions, credit to @CostaKapo
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Imagine your wrote an Energy Independence Bill to reduce reliance on foreign energy sources, and it:
- bans fracking,
- prevents new coal licences,
- and bans new North Sea Drilling
War is peace - offshored emissions don't exist and imports are energy independence
May 13
🧵The "Energy Independence Bill" just mentioned in the King's Speech is something of a bombshell.
Why?
Because it compels the govt to rally Parliament behind fresh legislation to ban new North Sea oil/gas licences (this has NOT been written into law yet).
This is a v big deal!
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As warnings go, this has to be one of the least scary ones
UAE’s Opec exit will drive down oil prices, warns Moscow ft.trib.al/CDfb6XX
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I have seen many criticisms of this comment.
I want to add that high prices are a signal that we have a shortage. High profits mean that companies can invest, which brings prices down.
I should also point out that it had about $130bn of capital employed at the end of 2025.
Apr 28
It would be completely wrong for a Government to stand by and allow companies to make excess profits from a war.
That’s why we’re taxing these windfall profits to help with the cost of living.
And why the Tories, Reform and the SNP are utterly wrong to oppose the windfall tax.
Community note
The UK's Energy Profits Levy taxes only profits from UK oil and gas extraction, not BP's overseas oil trading profits that primarily drove the recent increase. bbc.com/news/articles/… gov.uk/government/pub…
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I would love to know HOW much they have? Should we be taking steps to marginally reduce consumption?
Allowing airlines to cancel flights without losing slots
Reducing congestion by shifting some flights to less busy airports
Flying slower
If we don't, we might wish we had.
2/ Jet fuel is typically bought in advance, with airports and their suppliers keeping stocks of bunkered fuel to support their resilience.
UK airlines are clear that they are not currently seeing a shortage of jet fuel.
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Some may argue for what this "energy expert" claims, but most of the arguments I have seen are:
People are arguing that A solution is to drill more and depend LESS on IMPORTED fossil fuels.
It's far easier to argue with stupid made up arguments than actual ones.
Apr 23
Incredible that despite all the wars fought over oil, together with the current surging cost of living in an oil-dependent economy, people are still arguing that the solution is to drill and depend more on fossil fuels.
Energy security comes from renewables (it’s in the name!).
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Qatar Energy has begun exporting LNG from the USA. Not bad timing.
Apr 23
QatarEnergy celebrates the first LNG export cargo from its largest investment in the United States – Golden Pass LNG project in Texas
#QatarEnergy #YourEnergyTransitionPartner #Qatar
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A sunny place like California has an impressive piece of success on a particular day (with certain import/cost shaped caveats), therefore all of our technical and economic problems have been solved.
Apr 20
44% of evening peak met by batteries. In California, world’s 4th largest economy. Not some tiny pilot project or a niche experiment, a global industrial powerhouse
If you’re still sitting in boardrooms or parliament banging on about baseload and the intermittency of renewables, you’re not just wrong, you’re a dinosaur
California's 44% isn't an anomaly. It's a preview of the 2027-2030 reality for every major grid overbuilding renewables
The "technical barriers" the fossil fuel lobby loves to cry about are gone. We are shifting solar and wind into the night at a massive, industrial scale. We don't need expensive, inflexible coal or gas to keep the lights on; we need more storage and we need it now - everywhere
reneweconomy.com.au/grid-bat…
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The comments under this are wonderful.
Iranian oil is NEVER traded using the US Dollar because of sanctions. At one point India was paying in Turkish Lira.
But it is so much easier to get excited about news stories if you start from a position of ignorance.
Indian oil refiners paid for Iranian oil using Chinese yuan, according to Reuters report.
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Tell that to the manufacturers of wind turbines, the installers, the cable manufacturers. I suspect they all want to get paid.
Apr 16
Wind turbines give you free energy and reduce your dependence on petroleum-states
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The crisis in Iran shows us that we shouldn't drill in the North Sea.
The quality of our politicians is execrable .
Apr 2
Disagree. The climate crisis is very real, as is the energy crisis. We can’t keep going back to oil and gas.
The war in Iran has again shown in stark terms Britain’s over reliance on oil.
Sustainable, cheaper, greener energy exists, we need to invest in and understand it.
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To all those who claim that there is a global price of gas. This is the discount of UK wholesale prices to TTF (Netherlands). Can anyone spot the value of domestic production?
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I discovered by chance that @DoctorVive has blocked me. She was disagreeing with @SecretaryWright that Gas was the cheapest source of power.
She has a PhD and calls herself doctor, so she must be an expert. Except her PhD is in English. Behold the climate expert.
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In the UK we have @Ed_Miliband sabotaging our economy, while in the politicians recognise the value of cheap energy
America's superpower is natural gas.
It is our largest and cheapest source of electricity, and it’s our main heating fuel.
Natural gas is also the key to the U.S. leading in AI and to making it economically compelling to bring back energy intensive manufacturing to our country.
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I understand that Australian consumers will be happy with this, but when a country is as reliant as Australia is on imported refined products, and when the government tries to insulate the market from price signals, the chances of actually having shortages goes up.
Mar 30
We're halving the fuel tax for three months to save you money when you fill up.
Conflict overseas is pushing up prices at home. And we know Australians are feeling the pressure.
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