Dodi Jusra @DodiJusra

🔴Here’s how oil shipments are operating these days: 🔴Dark fleet vessels carry Iraqi oil from Basra port through the Strait of Hormuz to waters near Fujairah, where a ship-to-ship transfer occurs. As the tanker nears Yemen, it disables its AIS and reactivates it after clearing the high-risk zone in the Red Sea. It then transits the Suez Canal en route to Europe. This tanker is destined for Turkey.

🇷🇺🤝🤝🇨🇳 Russian natural resources in exchange for Chinese manufactured goods China’s imports from Russia are dominated by energy. Mineral fuels, oils and related products make up the large majority of Chinese purchases from Russia, often 60–80% of the total. Other categories such as foodstuffs, wood, metals and minerals form much smaller shares. The structure has remained stable even as overall trade volumes rose after 2022. The pattern shows Russia mainly supplying raw materials and energy, while China exports manufactured goods in return. Source: @merics_eu

Germany spent decades selling China the myth of engineering excellence. Now that Chinese industry is beating it on cost, scale and increasingly technology, Berlin’s answer is not “build better.” It is: cap the imports. So much for the country of precision engineering. The wrench buried under Qingdao for future maintenance has finally been dug up. Apparently it is now being used to tighten quotas on Chinese products. When the myth of German engineering meets Chinese manufacturing, Brussels reaches for a quota sheet.

. Before the war line, Europe was the customer. U.S. LNG to Europe climbs from about 5 million tonnes per annum in mid-2025 to a January 2026 peak near 9 million, winter demand, plus the usual transatlantic pull Then the line breaks. Europe falls from roughly 7 million at the war mark to under 4 million by summer. Asia does the opposite: from a January trough near 0.5 million to almost 4 million by late spring. Other is quiet for a year, then spikes in the last months and finishes close to Europe.

Australia among fastest growing EV markets in world as electric cars save oil importers more than $29 billion thedriven.io/2026/10/16/aus…

An expected LNG supply glut could leave buyers paying more for long-term contracts than on the spot market over the coming years, analysts told Montel this week. montelnews.com/news/5e126f46-…

U.S. GAS CONSUMPTION is increasingly dominated by electricity generation rather than residential and commercial heating. Between 2000 and 2025, consumption by generators increased at an average annual rate of 3.7% compared with an increase of just 0.5% per year by commercial users and a slight reduction in the residential sector:

PT BSI Raih Penghargaan Pengguna Energi Terbarukan Terbesar Banyuwangi detik.com/jatim/berita/d…

China’s first 100 MW/1,000 MWh compressed CO2 storage plant connects to grid: China Huadian has achieved the first grid connection of its 100 MW/1,000 MWh compressed CO₂ energy storage plant in Xinjiang, marking a… 🔗 Link in Bio #Photovoltaics #EnergyStorage #RenewableEnergy

Rosatom Signs Deal for 200 MW Floating Nuclear Power Project in Indonesia share.google/UYLAd9VKGdXry4…

🌏 Asia has split into 2 camps for winter gas. 🇨🇳 China filled up early. Its importers have stockpiled enough gas to cover winter demand, after buying ahead of the price spikes they expected from the Iran war. 🇰🇷 South Korea is turning to coal. Its energy minister says the country “must somehow reduce LNG demand” in the short term. Korea took 11% of world LNG shipments last year, 3rd behind China and Japan. Rystad expects Asia to burn 70Mt more coal this year as the LNG shortfall bites. Korean coal imports were up more than 50% y/y in May. China’s early buying matters most for 🇪🇺 Europe. A well-stocked China needs fewer spot cargoes this winter, which leaves more for Europe, whose storage sits at 74% against a 89% norm. If China returns to the spot market in January, Europe and Korea will be bidding against the world’s biggest LNG buyer. Source: Bloomberg

🔴Ending SPR Releases Will Worsen the Diesel Crisis Daily Energy Report afalhajji.substack.com/p/daily-energy…

India’s solar module capacity has reached 233 GW. ☀️ From near-zero to the world’s #2 producer in under a decade. 📈 Policy + demand + capital = India’s cleantech breakout. Make in India is becoming Made for the World. 🇮🇳🌐 Over 90% import dependence has been broken. Three forces made it possible: 1. The Non-Tariff Moat: ALMM and targeted Basic Customs Duties compelled domestic developers to buy Indian modules, protecting local gigafactories from heavily subsidised foreign dumping. 2. Backward Integration Remains the Real Test: Module assembly capacity now stands at 233 GW, yet utilisation is only 35–40%. The decisive challenge is moving upstream: wafers, ingots, and polysilicon, so Indian solar hardware is not still dependent on foreign sub-components. 3. Clean Power as Geoeconomic Security: Importing modules simply replaced oil dependence with hardware dependence. True energy sovereignty requires control over the industrial chain that turns sunlight into grid power. Industrial policy delivers when domestic demand scale, non-tariff enforcement, and private manufacturing investment lock into place together. Watching the space on how the upstream indigenisation plays out. @mnreindia @makeinindia CC: @PralhadJoshi By @Sudheerpalsingh #CleanTech #RenewableEnergy #MakeInIndia #SolarPower #EnergySovereignty

Slovakia's newest #nuclear power unit, Mochovce 4, has been connected and started supplying its first electricity to the grid, @Elektrarne has announced world-nuclear-news.org/articles/mocho…

Iran Just BLEW UP Another Oil Tanker with a Mine in the Hormuz It had OVER 2 Million Barrels of Oil on Board There are SO MANY ships getting hit that even UKMTO can not keep up. Also, Trump said WEEKS AGO that all the mines are gone. ANOTHER LIE?

Methanex dismantled two methanol plants in Punta Arenas, Chile, and rebuilt them in Geismar, Louisiana. Both stood idle in Chile. The Canadian methanol producer moved them to where the feedstock, natural gas, was cheap. They produce 1 million tonnes a year each, and Geismar now holds 4 million of the 10.4 million tonnes of capacity in the Methanex group. frontiermap.substack.com/p/why-natural-…

Europe’s benchmark carbon price could breach EUR 100/t from next year, before exceeding EUR 150/t in the early 2030s as participants prepare for the next phase of the market, according to analyst forecasts revealed at a London conference. montelnews.com/news/0cc156e0-…

Nepal passed 5% battery electric vehicle share in August 2021 and is at 75%. The U.S. passed 5% in October 2022 and is at 6%.

☢️⚡Russia has threatened to use nuclear weapons to defend Kaliningrad while Estonia wants to decommission a gas pipeline connecting it to Russia Nuclear Warnings & NATO’s Energy Baltic Dilemmas are surging Here are the key takeaways from my latest analysis. 👇🇺🇸🇷🇺🇱🇹🇱🇻🇪🇺🇪🇪🇵🇱

RI Impor LPG 8 Juta Ton, Bahlil: Banyak Sekali Devisa Kita Keluar share.google/fJYecQ0KawYlC6…