Founded in 1944, the Energy Policy Research Foundation produces research on public policy issues at the intersection of economics, energy, & national security.
25 Mass Ave NW, Washington, DC
Joined July 2013
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Energy Policy Research Foundation retweeted
Russia can barely fulfill its own domestic requirements, let alone engage in diesel exports. Russia banned product exports through the end of October. Official statements indicate that 30% of Russian 5.5 million barrels per day capacity is impaired. Other sources indicate that it is more like 50%. Whether Russia can even export diesel is another matter. @EPRINC_DC
What an absolute mess, @NateSibley.
When Trump instructed @SecScottBessent to greenlight Russian diesel imports without the authority to do so, he put @USTreasury and @CBP in an impossible legal bind.
An @OFAC license cannot override a federal statute, because Congress took that power away from Treasury in this case. PL 117-109 enacted a blanket statutory ban on all Russian HTS Chapter 27 energy imports (including diesel) with zero administrative waiver authority.
And you're spot on about CAATSA. Even if Treasury claims it can (somehow) license around it, any move significantly altering Russia policy requires a mandatory 30-day notice to Congress and a statutory freeze before taking effect.
The end result? If a Russian tanker soon arrives at a U.S. port, CBP is legally barred from clearing the cargo.
Runnin' On Empty
Options for relief are thin
#Tanker Disruptions at key 🌏 #Chokepoints
#Hormuz #Malacca #Kerch #Bosphorus #BabElMandeb #BlackSea #RedSea
@IMFNews @IMFAfrica @IMFAsiaPacific
@Ed_Fin @RusOilGasExpert @OSINTtechnical @TankerTrackers @BurggrabenH @OGJ @EIAGov
#EnergyTwitter #CrudeOil #Petroleum #LPG #OOTT ️
Runnin' On Empty
Options for relief are thin
#Tanker Disruptions at key 🌏 #Chokepoints
#Hormuz #Malacca #Kerch #Bosphorus #BabElMandeb #BlackSea #RedSea
@IMFNews @IMFAfrica @IMFAsiaPacific
@Ed_Fin @RusOilGasExpert @OSINTtechnical @TankerTrackers @BurggrabenH @OGJ @EIAGov
#EnergyTwitter #CrudeOil #Petroleum #LPG #OOTT ️
👀#EnergyTwitter #OOTT #ONGT 🛢️#Oil #Supply
🛢️💧🛢 #SPR|Strategic Petroleum Reserve 🛢️💧🛢
#RunninOnEmpty
Options for relief are thin
Energy Policy Research Foundation retweeted
People aren't mad enough about this. @EntergyArk took a (large) cost that Google was happy to pay and socialized it to other ratepayers anyway
What does the Ratepayer Protection Pledge mean when a utility can sign it one month and violate it the next? entergy.com/news/entergy-is-…
#Distillate|#Diesel|#HeatingOil #prices r skyrocketing
U.S. #Refiners are running at 98% motivated by high #Crack spreads
$MPC $VLO $PBF #Cenovus
@MarathonPetroCo @cenovus
#OOTT 🛢️#Oil #ONGT
#Distillate|#Diesel|#HeatingOil #prices r skyrocketing
But, 🇺🇸️U.S. #Commercial activity is varied: #Trucking shows growth; #Aviation is down
@JBHuntDrivers $UAL $AMR $DAL $LUV
@united @AmericanAir @Delta @SouthwestAir
#OOTT 🛢️#Oil #ONGT
#Distillate|#Diesel|#HeatingOil #prices r skyrocketing
driven by the #IranWar, #Russia|ian #export bans, and limited #Refining capacity.
$XOM $BP $CVX
@exxonmobil @bp_America @Chevron
#OOTT 🛢️#Oil #ONGT
Why the #JonesAct|s Temporary Waiver Was Renewed Again
The waiver unleashed a surge in domestic fuel shipments, revealing how the Jones Act constrains US energy flows.
by @EPRINC_MPyziur
nationalinterest.org/blog/en…
#EnergyTwitter #Petroleum #Products #OOTT #ONGT #California #JonesAct #Gasoline
European #LNG imports, while dominating gas imports, are weakening.
#European Winters are getting colder requiring more natural gas.
#Europe|an #NaturalGas storage builds are getting weaker.
#WhatCouldGoWrong
@snam @enagas @utg_ua @GIE_Brussels @OMV @uniper_energy @ENGIE @EuropeanGasHub @ENTSOG
#NaturalGas #LNG #OOTT #ONGT
#European Winters are getting colder requiring more natural gas.
#Europe|an #NaturalGas storage builds are getting weaker.
#WhatCouldGoWrong
@snam @enagas @utg_ua @GIE_Brussels @OMV @uniper_energy @ENGIE @EuropeanGasHub @ENTSOG
#NaturalGas #LNG #OOTT #ONGT
#California|s #Gasoline retail costs continue to expand: 10 years it exceeded the U.S. national average by 18% (40 cents per gallon); now, it exceeds the national average by 30% ($1.11 per gallon).
#EnergyTwitter #Petroleum #Products #OOTT #ONGT #California
Edgar: "Now, there's something you don't see everyday, Chauncy."
Chauncy: "What's that Edgar?
Edgar: "Inter-regional #Petroleum #Product trade has spiked between the U.S. #GulfCoast and #PacificCoast."
Chauncy: "Why is that Edgar?"
Edgar: "The temporary Jones Act Waiver; until August 16th 2026 (unless renewed), any combination of crews, ships, and companies can move freight between U.S. ports; they don't have to all be from the U.S."
Chauncy: "Imagine that."
#EnergyTwitter #Petroleum #Products #OOTT #ONGT #California #Texas #Louisiana #JonesAct
Beginning in January 2025, U.S. #LNG #Exports to #China collapsed.
Why?
#TradeWar and #Tariff|s
#China|s response mechanisms are #NonTariff actions: market restrictions, export controls, and, cancelled orders.
Primary substitutes are #Turkmenistan pipelined #NaturalGas as well as #LNG from #Russia, #Qatar, and #Australia
$LNG @Cheniere @jeraamericas $KMI $XOM
#EnergyTwitter #NaturalGas #LNG #OOTT #ONGT
And you thought the #Hormuz Crisis was over.
April and June ceasefires have led to mild resumptions in transit. But tenuous agreements are not creating lasting solutions.
#EnergyTwitter #CrudeOil #NaturalGas #LNG #CrudeOil #Petroleum #OOTT #ONGT
And you thought the #Hormuz Crisis was over.
@EPRINC_DC Distinguished Fellow Diana Furchtgott-Roth warned you in her June 18th @Telegraph OpEd
@realDonaldTrump|s #Iran ‘peace’ deal won’t hold:
#Tehran hasn’t given up its #nuclear ambitions. Washington should use this time to double down on #energy dominance and prepare again for war
telegraph.co.uk/gift/d721c5e…
#OOTT #ONGT #EnergySecurity #Electricity #NaturalGas #Coal
First 2026 summer heat wave located in the Eastern U.S. elevates power demand where #PJM is the grid operator.
What delivered increased load? #NaturalGas and #Coal
#OOTT #ONGT #EnergySecurity #Electricity
@AEPnews|@DominionEnergy|@DelmarvaConnect|@PepcoConnect|@ConEdison|@PSEGdelivers
On March 11, 2026, the @IEA announced the release of 400 million barrels (MBs) of strategic crude oil inventories held by 32 @OECD countries for a period of 120 days, implying a rate of 3 MB/d. The @Energy has committed to 172 MBs of this total.
At the onset of the crisis at the end of February, the U.S. held a total of 855 MBs of crude oil in storage (of which 440 MBs were commercial and 415 MBs were in the Strategic Petroleum Reserve - SPR). As of June 5, 2026, commercial inventories have declined by 14 MBs to 426 while the SPR stood at 350 MBs, down 65 MBs based on data pulished by @EIAgov on June 10, 2026.
While this has muted price spikes and shortages, the @IEA, trading companies, and analysts are warning of adverse conditions within the next few months if restoration of #Hormuz commodity flows aren't restarted soon.
#EnergyTwitter #OOTT #ONGT #EnergyTransition 🛢️#Oil #Supply
🛢️💧#SPR|Strategic Petroleum Reserve
🌀 /🚢🌐 #Hormuz
#AI #ArtificialIntelligence Cracks #ErdosConjecture
#Power #Electricity
@OpenAI|@alexwei_|@HongxunWu|@wjmzbmr1
Researchers Beware
#OOTT #ONGT #Hormuz #EnergySecurity #Electricity
