Henning Gloystein
@hgloy.bsky.social
Managing Director - Energy & Resources at Eurasia Group. London, formerly Singapore. Ex-Reuters. Cautious Optimist. https://www.eurasiagroup.net/people/hgloystein
I have decided to implement a 12.5% apple tariff on Wednesdays and Fridays All other days will be subject to a 10% tariff. Tariffs will be payable to my tummy along with breakfast. Fractional apples should be rounded up into a whole fruit. Thank you for your attention to this matter!
This was the closest England got to a World Cup final since 1990. Back then the #ThreeLions lost to Germany. Though I'm half German, the defeat still lingers. I've always been an England fan. Tonight, we were so close. It wasn't to be. Argentina was a tad more hard nosed. Felicidades, Argentina!
Happy Canada Day to all those that celebrate!!! 🇨🇦🍁🇨🇦 Labradors definitely like to celebrate! Pancakes, bacon & maple syrup for dinner?
Speaking in Madrid yesterday, Pope Leo XIV stated: "I encourage you to nurture the process of the European Union, which is not merely a counterweight to other powers, but a gift to humanity."
No Return To Normal: Why The Iran War Will Permanently Rewire Global Energy Flows With thanks to the Editors, read the full article here in the Center for International Relations and Sustainable Development's Horizons magazine here: cirsd.org/horizon-arti...
No Return To Normal: Why The Iran War Will Permanently Rewire Global Energy Flows - CIRSD
In these turbulent times, the first thing to recognize is that the widespread expectation that global oil and gas markets were moving into a period of abundance and low costs will not materialize. Tha...
cirsd.org
Hey @ssencommunity.bsky.social what's with the constant power cuts in Oxfordshire since Sunday? Bit of comms would be appreciated....
#StraitOfHormuz incident: Indian supertanker attacked by Iran, confirmed by naval authorities. Nobody was hurt, and no oil spilled. The tanker has since turned away, out of the Strait. Still a serious escalation amid ongoing ceasefire talks btw #US and #Iran.
Kuwaiti supertanker ‘Al Salmi’ was hit by #Iran, sitting fully laden offshore Dubai. No one was hurt and no #oil spilt. The incident confirms worries Iran would target the dozens of tankers sitting in the Gulf (most of them full of oil and chemicals), not just vessels exiting the #StraitOfHormuz
Several tankers to India&China passing in/out of StraitHormuz. The ships show where China/India see shortages. The ships for China carry chemicals & LNG (manuf/power/transport). The India marked ships carry LPG (cooking). Still, most ships don't want to pass SoH, as seen in number of parked tankers.
World maritime trade summarised: #APAC & #EMEA trade much more than #AMERS - #Asia dominates #container #shipping (goods), the #SouthernHemisphere #drybulk (mining), The #MiddleEast #tankers (normally), and there's also lots of inland tanker trading in Europe (to/from its chemical hubs)...
Growing concern in EU capitals that Trump is going to pressure the EU to clear up his mess in the Strait of Hormuz. Argument being: “You guys need the oil most, so you need to do the heavy lifting” on mine sweeping, naval-based air defence & the protection of shipping lanes
Who’s Pulling the Strings on the World Stage? Ask Eurasia Group's Puppet Regime, says #NYTimes. Or (more seriously) listen to #Montel podcast asking if there's a geopolitical state of emergency? (I was kindly asked to participate). montelnews.com/podcasts/plu... www.nytimes.com/2026/02/16/a...
Who’s Pulling the Strings on the World Stage? Ask the Puppets.
nytimes.com
I wrote this song on Saturday, recorded it yesterday and released it to you today in response to the state terror being visited on the city of Minneapolis. It’s dedicated to the people of Minneapolis, our innocent immigrant neighbors and in memory of Alex Pretti and Renee Good. Stay free
Bruce Springsteen - Streets Of Minneapolis (Official Audio)
YouTube video by Bruce Springsteen
youtu.be
"The Kremlin is attempting to freeze Ukrainians to death," writes our correspondent in Kyiv. "But people are pressing on with their duties at temperatures where frostbite is a real danger." This is her account of life in a shivering city. 🔗 www.politico.eu/article/ukra...
#Europe's #energy remains costly because of Russia's invasion of #Ukraine. Yet it's worth aknowledging how much has been achieved since the start of this war in early 2022. #Power & #gas prices have dropped substaantially. #Reneswables have expanded, #fossilfuel use has declined. That's progress.
Check out Eurasia Group's #TopRisks2026 out just now. Risk #2: Overpowered is related to #energy and regards #electrification: #China has mastered it. The #US is ceding it. That will become impossible to ignore, globally. You can download the full report here: www.eurasiagroup.net/issues/Top-R...
It’s old-fashioned to defend mainstream journalism these days but some of the most reliable reporting from people actually on the ground will be the AP and Reuters the next 24 hours. Your Substack journalist writing takes will be using frontline reporting from them.
The likelihood of a snowy Christmas has collapsed across Germany (comparing 1961-1990 with 1991-2020), according to its meteorological service DWD.
Natural gas is no longer expensive in Europe. That should also soon feed into lower wholesale electricity prices. See below a few details from my briefings. Let me know if you'd like to receive it.
This is a very sad, and totally avoidable development. Purely down to bad and malicious politics.
The Washington Post@washingtonpost.com · 8mo agoFor the first time this century, the number of children worldwide who die before their fifth birthday is projected to rise, according to a new study published by the Gates Foundation.
Peak #coal (finally)? 2025 Jan-Oct seaborne thermal coal volumes were lower than than in 2024 and 2023. It's possible this was a economy/weather related dip. Yet given strong growth in #renewables, #storage I reckon coal use for #power generation is in structural decline (i.e. it's peaked). 🤞
#EU #coal prices have plunged to around $90/t, the lowest level since May'21 amid a shift to #cleanpower & #renewables. Coal's power share in the EU has plunged from 40% in 1985 to just over 10%. It'll take some time to feed through, but lower fuel import reliance will bring down power costs too.
