Director of Americas Oil News for S&P Global Platts. Opinions are mine. Retweets are not endorsements.
Joined August 2015
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"A transaction may be legal and still be commercially impossible." That's the message from the Venezuela Reawakening conference, where lawyers warned that financing, insurance and vessel-screening hurdles remain major barriers to oil-sector reentry. spglobal.com/energy/en/news-…
Halliburton and TotalEnergies are the latest companies to sign deals for Venezuela oil development. Halliburton will work with Eneva and WESCA; Total's deal with PDVSA includes cooperation on light-oil assets. spglobal.com/energy/en/news-…
jeff mower retweeted
As harvest, heating demand and refinery turnarounds converge, the Americas head into peak diesel season with minimal buffer, while Brazil leans heavily on US Gulf Coast cargoes.
Full infographic: okt.to/b1o3JS
jeff mower retweeted
FACTBOX: Platts Dated Brent rallies to $114.26/b as US-Iran war heats up
▪️Hormuz traffic drops; sour exports fall 65%
▪️VLCC rates hit record $161.93/mt on risk
🖥️Full story: okt.to/WzNfc7
jeff mower retweeted
Russia's refineries and fuel supplies are in crisis over Ukraine's escalating attacks. Find out what it means for the global oil market tinyurl.com/yc2974ha #OOTT #OilMarket #Russianoil
jeff mower retweeted
#Plattsinfographic: Who is paying the price of the shortage of diesel fuel from Russia? | okt.to/8idRjW
*50% of the #Europe's total #diesel imports come from #Russia
*France, UK and Germany are biggest buyers of Russian seaborne diesel
#OOTT
jeff mower retweeted
.@EnergySPG always has the best maps.
Here's one you'll want to hold onto and keep close over the next stretch
jeff mower retweeted
Wheeee we're all fucked now!
Fannie Mae set to drop its 620 credit score minimum.
Mortgage giant will instead use its own analysis of risk factors.
Officials say they're easing barriers to borrowing.
"It's just the latest in a series of policy changes aimed at creating home ownership opportunities in the United States."
-homes.com
#RealEstate
jeff mower retweeted
#Indian Oil to continue buying #Russian #crude from non-sanctioned entities: official
🔷 A complete halt to Russian oil imports appears unlikely - S&P Global
🔷 IOC pledges to abide by all rules of sanctions for its oil trade
okt.to/k8OTFK
jeff mower retweeted
This week on #OilMarkets: our Americas #crudeoil experts unpack how low #oil prices play into the #Trump administration's military push in the Caribbean.
🎧Listen here (28:28): okt.to/BL4Ixo
#podcast #crude #OOTT
jeff mower retweeted
US' #Russia #sanctions seen buffeting global industry as #Putin shrugs off impact
🛢️#Lukoil, #Rosneft stakes around world create legal challenge
🛢️US exemptions set out for Kazakh Tengiz project, CPC pipeline
🛢️BP Rosneft stake seen remaining in deep freeze
📰 Full story: okt.to/nw3ftZ
#OOTT
jeff mower retweeted
In the latest #OilMarkets podcast, our experts discuss the outlook for #diesel and jet fuel/#kerosene demand in Asia as the approaching end of the year brings a complex interplay of seasonal patterns, supply constraints, geopolitical developments, and economic factors.
#OOTT
🎧Listen to the full #podcast (12:37)🔗okt.to/HEZrBw
jeff mower retweeted
Cuba crude imports have remained steady so far in 2025, despite lower send-outs from #Mexico, data from S&P Global Commodity Insights shows.
jeff mower retweeted
VLCC freight rates have surged as the onset of #US and #China port #tariffs, with accompanying extra costs and fleet inefficiencies, has added to robust demand for carriage from strong crude production.
The US and China each imposed high #port fees on Oct. 14 on tonnage linked to the other's country. The US Trade Representative's Section 301 measures were published well in advance and attracted considerable industry comment. In contrast, China's measures arrived with little notice as Beijing issued its warning that it would retaliate only in late September.
Read more with @SPGCI:
okt.to/zQtao3
#oilandgas
jeff mower retweeted
#Trump says #India 'assured' him it will stop #Russian #oil purchases
▪️India's Russian oil imports dropped 13% in Q3
▪️Russia still largest supplier, but purchases to stop 'soon'
▪️Trump calls Modi relationship positive despite trade tensions
🖥️Full story: okt.to/uViacs
jeff mower retweeted
Gasoline imports flow into Brazil’s South-Southeast amid open window
🛢️More imports to South-Southeast than Northeast in Sept
🛢️Market speculates on potential price cuts by #Petrobras
🛢️Import arb window open for past 35 days: Abicom
📰 Full story: okt.to/7Eh0JW
jeff mower retweeted
For decades, the US Gulf of Mexico was referred to as the "Dead Sea" during economic downturns or other petroleum industry interruptions, only to spring to life again when #oilprices spiked or another innovation or big discovery was announced.
But even though the Gulf in recent years has lagged in big discoveries, it may be about to prove itself all over again as more evidence is gathered from the first producing Paleogene play -- Chevron's 20,000 psi high-pressure, high-temperature Anchor project. It will soon be followed by several others that will come online starting this year and for the rest of the decade.
More from Starr Spencer: okt.to/ytkGlU
jeff mower retweeted
Re the Amazon Bond news, remember how the Albert Finney role in Skyfall was written for Sean Connery, but Broccoli/Wilson/Mendes decided to go with Finney to avoid that level of distracting fan service?
Feel like that was the last time we’ll see such tasteful restraint with Bond
