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Brief: Downside skew to domestic distillate demand
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Brief: Downside skew to domestic distillate demand

The ISM U.S. Manufacturing PMI registered 48.0 in July, down 1 point from June and the fifth consecutive month of contraction.

Brief: Texas Solar +47% Y/Y in July
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Brief: Texas Solar +47% Y/Y in July

Solar generation growth remained a powerful source of demand destruction for the South Central gas market this month, as ERCOT’s average mid-day solar generation jumped more than 47% above average rates from July 2024.

ES #148: $750 billion in US energy

ES #148: $750 billion in US energy

The U.S. and EU struck a trade deal on Sunday afternoon that, according to a joint press conference between President Trump and European Commission President Ursula von der Leyen, includes a 15% tariff on nearly all EU goods (excl. metals and pharmaceuticals), a $600 billion increase in EU investments into the US, and an EU commitment to purchase $750 billion of U.S. energy exports.

Brief: U.S. LNG Replaces Russian Gas in Central Europe
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Brief: U.S. LNG Replaces Russian Gas in Central Europe

After facing an unprecedented energy crisis in 2022, Germany poured more than 6.5 billion euro (so far) into LNG infrastructure investments to mitigate supply risks and shore up domestic energy security.

CoT: Hedge Funds Target Low Distillate Stocks
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CoT: Hedge Funds Target Low Distillate Stocks

A closer look at fund managers' energy market futures and options positioning

ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers

ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers

The ten largest and fastest-growing countries by liquids production, oil demand, and refinery capacity from 2023 to 2024.

Brief: Demand Signals from Global Manufacturing Activity
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Brief: Demand Signals from Global Manufacturing Activity

The J.P. Morgan Global Manufacturing PMI increased to 50.3 in June from 49.5 in May, crossing the 50.0 no-change threshold for the first time in three months to indicate a marginal expansion in global manufacturing activity and potential for upside surprises to global commodity consumption heading into 2H25.

ES #144: The World's Ten Fastest-Growing Oil Producers & Consumers

ES #144: The World's Ten Fastest-Growing Oil Producers & Consumers

The ten largest and fastest-growing countries by liquids production, oil demand, and refinery capacity from 2023 to 2024.

Brief: Peak Chinese Demand?
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Brief: Peak Chinese Demand?

China’s average daily oil consumption in 2024 fell for the first time since 1990, according to data released by the Energy Institute this week.

Brief: Record Texas Renewables
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Brief: Record Texas Renewables

Texas' system-wide load hit its highest in over a month this week, but demand for thermal generation was slashed by a rapid jump in wind output that raised total renewable generation to an all-time record.

Brief: China's Manufacturing Sector Retreats After U.S. Import Rush

Brief: China's Manufacturing Sector Retreats After U.S. Import Rush

China's official NBS manufacturing purchasing managers' index (PMI) and the Caixin China General Manufacturing PMI showed Chinese manufacturing activity contracted in May as demand for consumer goods exports collapsed after importers' 2H24/1Q25 race against tariffs.

ES #139: Expediting The U.S. Nuclear Renaissance

ES #139: Expediting The U.S. Nuclear Renaissance

President Trump signs a series of presidential actions to slash regulatory barriers and boost incentives for new