*America’s LNG Boom– China enters the crisis from a greater energy resilience position
The Iran war and Hormuz disruption have turbocharged U.S. LNG exports, giving Washington a major short-term energy dominance boost as Asia and Europe scramble for alternative supply.
China, however, enters the crisis from a position of greater energy resilience after years of investment in domestic production.
The U.S. still has a major long-term opportunity, but sustaining dominance will require turning crisis-driven demand into lasting partnerships*Oil Prices fall on hope for US Iran Ceasefire
We wonder why it is we are unhealthy? Our fertilizer is derived from gas (Thinking about Gary, here)
The war in Iran has done more than disrupt global hydrocarbon markets—it has quietly set off a crisis in the fertilizers derived from natural gas that feed the world.
The virtual standstill in marine traffic through the Strait of Hormuz has also taken 50 percent of the world’s traded sulfur and 36 percent of the world’s traded urea off the market, all essential components of fertilizers that sustain global food production. The result is a cascading supply crisis—spanning natural gas, ammonia, urea, sulfur, and phosphates—that threatens food security worldwide and that the United States has a limited but real window to address.
*Gold recovers, for now
*Ukraine attacks– Zaporizhzhia Power Plant
They said they didn’t but they did. It’s always been them attacking the plant
IAEA issues Ukraine nuclear plant warning after Russia alleges Zaporizhzhia attack
“The IAEA has been informed by the ZNPP that a drone today struck a turbine building at the site, reportedly causing a hole in its wall,” the agency said in its statement.
IAEA Director General Rafael Grossi, the statement added, “expresses serious concern about the reported incident which would endanger both the seven indispensable pillars for ensuring nuclear safety during the conflict as well as the five concrete principles to protect the ZNPP, which clearly state that ‘there should be no attack of any kind from or against’ the plant.”
*Ukraine strikes Russia
Ukrainian drones struck targets across several Russian regions overnight, including an oil pipeline pumping station, a refinery and a fuel depot, Russian and Ukrainian authorities said on Sunday, in an escalating campaign of strikes against Russian energy infrastructure. Ukraine’s General Staff said it had struck the Saratov oil refinery on the Volga river, causing a large fire. Saratov regional governor Roman Busargin said on Telegram that “civil infrastructure” had been damaged in the strike, but gave no more details.