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Brief: 4.6x More Solar
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Brief: 4.6x More Solar

The U.S. installed nearly 4.6 times more solar capacity than gas-fired generation through the first eight months of 2025. The EIA’s latest Form 860 data suggests this trend will continue, with solar additions expected to exceed gas by 4.2 times by the start of 2026.

Brief: EU Gas Storage Update
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Brief: EU Gas Storage Update

This week, Poland and Portugal became the European Union’s first member states to fill their underground gas storage caverns to 100% of capacity ahead of winter 2025-2026.

Brief: Industrial Indicators Improve 4Q25 Demand Outlook
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Brief: Industrial Indicators Improve 4Q25 Demand Outlook

Anecdotal indicators of August U.S. manufacturing activity offered moderately bullish signals for bal 2025 energy consumption.

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.