David Lawson (@GreenDavidL) header
David Lawson (@GreenDavidL) profile picture
Plymouth
Joined May 2023
David Lawson retweeted
VLCCs are becoming shockingly expensive versus Suezmaxes! Moving Atlantic crude to Asia on a VLCC now costs ~$8/barrel MORE than on a Suezmax, versus just $1.50/barrel a year ago.
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David Lawson retweeted
Just 3 days to go until ADIPEC. Abu Dhabi is preparing to welcome the global energy industry for four days of innovation, strategic collaboration and business opportunities. Connect with global energy leaders, explore cutting-edge technologies and build partnerships that unlock new opportunities for investment and growth. Join the world's largest energy event from 2–5 November in Abu Dhabi. Register to visit: bit.ly/4klvArG #ADIPEC #ADIPEC2026 #ADNOC #GlobalEnergy #EnergyLeadership #Innovation
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China has approved the formal operation of its southern regional power market as it expands electricity trading and integrates more renewable generation. The market has shortened electricity transaction settlement periods to 15 minutes to accommodate fluctuations in wind and solar output, as China works toward a unified national power trading platform by 2030. bit.ly/3WjJeli
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David Lawson retweeted
The OBR budget papers say that removing CfD costs from bills will cost £0.4bn in 2026-27. In the background information we find this spreadsheet. So it looks as if they are removing 480/(480+1465)=25% of CfD costs onto general taxation.
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$AKRBP Aker BP is going to be juggernout starting 2027 with production soaring while capex collapses - meaning massive FCF
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David Lawson retweeted
How about you stay in your lane since you clearly know nothing about comparative inventory @philippilk Here's how it's done using SPR And don't tell me how what I should do until you learn how to do the work
The chart looks different if you include SPR - which you should. Note the 2022 price spike at much higher inventory levels. I don't think we have any sense of what the real correlation is due to manipulation of the futures price. 🛢️
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David Lawson retweeted
Meg O’Neill, CEO at bp, is among the global energy leaders participating in ADIPEC. As the energy system responds to rising demand, market volatility and growing infrastructure requirements, ADIPEC will bring together leaders from across energy, finance, technology and policy to examine how disciplined investment, operational capability and long-term planning can support secure, competitive and resilient energy systems. Join 1,800+ speakers and 16,500+ delegates at ADIPEC in Abu Dhabi from 2-5 November 2026. Book your delegate pass: bit.ly/4fepEwK #ADIPEC #ADNOC #EnergyLeadership #EnergyInvestment #EnergySecurity
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𝗧𝗵𝗲 𝘁𝗲𝗻𝘁𝗵 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝘀 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗥𝗲𝘃𝗶𝗲𝘄 𝗶𝘀 𝗻𝗼𝘄 𝗹𝗶𝘃𝗲. Energy security is no longer simply a question of supply. As geopolitical tensions reshape global markets, demand continues to rise, and new technologies transform the energy system, resilience has become the defining challenge. In the latest edition of the Energy Connects Quarterly Review, we examine this changing landscape through perspectives from James P. Danly, Deputy Secretary of Energy, United States, Dr @fbirol, Executive Director of the @IEA, Simon Flowers, Chairman and Chief Analyst of @WoodMackenzie, Zubin Bamji, Manager of the @WorldBankGroup's Global Flaring and Methane Reduction Partnership (GFMR), Andrew Smart, Senior Managing Director and EMEA Energy Lead at @Accenture, and other industry leaders. Read the tenth edition now: bit.ly/4eAwqx8 #EnergyConnects #EnergySecurity #LNG #EnergyIndustry #Energy
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Wow 🤩 💥#SpotAlert #uranium💥 Spot U is on the move x4! $92.38 ⬆️ 🔥 🔥 🔥 🔥 👀
💥#SpotAlert #uranium💥 Spot U is on the move x3! $91.88 ⬆️ 👀
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David Lawson retweeted
We are pleased to announce that Horacio Marín, CEO of YPF, will participate in the ADIPEC Strategic Conference alongside global energy leaders from across the industry. As energy demand rises and markets become more complex, ADIPEC will convene leaders from across energy, finance, technology and policy to explore the investment priorities, regional partnerships and long-term strategies shaping resilient energy systems and economic opportunity. Join ADIPEC in Abu Dhabi from 2-5 November 2026, where 1,800+ speakers, 16,500+ delegates and 380+ sessions will bring together perspectives from across the global energy industry. Register as a delegate: bit.ly/4fepEwK #ADIPEC #ADNOC #EnergyLeadership #EnergyInvestment #EnergySecurity
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The GB grid is currently undergoing investment & expansion to meet increasing demand & transmit electricity from cleaner & cheaper sources This has resulted in a temporary reduction in transmission capacity in some areas meaning balancing/constraint costs will temporarily rise.
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David Lawson retweeted
We are pleased to announce that Dr. Jennifer Holmgren, CEO of LanzaTech, will participate at the ADIPEC Strategic Conference. As the energy system expands to meet growing demand, ADIPEC will explore how new fuels, carbon technologies and commercially scalable solutions can reduce emissions while strengthening competitiveness and supporting long-term growth. Be part of ADIPEC in Abu Dhabi from 2-5 November 2026, where 1,800+ speakers will contribute across 13 conference programmes and 380+ sessions. Register as a delegate: bit.ly/4fepEwK #ADIPEC #ADNOC #Innovation #Decarbonisation #EnergyLeadership #FutureOfEnergy
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David Lawson retweeted
Bloomberg: Saudi Arabia contained a fire near its biggest oil export terminal at Ras Tanura on the Persian Gulf following an attack in the region, a person with knowledge of the matter said. The blaze occurred during the early hours of Tuesday near facilities operated by state producer Saudi Aramco, the person said, asking not to be identified because the matter is private. The extent of the damage wasn’t immediately clear. bloomberg.com/news/articles/…
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David Lawson retweeted
Replying to @CaribbeanCo
V2L is not V2H. Or V2G. Big difference. V2L (as I’m doing here) is simply plugging things into your car /plugging things into an extension lead that’s plugged into your car. Having the car plugged into your house (V2H) is a completely different thing. I wrote about it here 👇 ctrlaltrefuel.co.uk/blogs/gr…
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with Iran managing the Strait, that won't fly
Iran supreme leader calls for meeting conditions to end the war
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Climate & energy crank @7Kiwi saying he hates cheap⚡️ He terms wind power on windy days as low value. Low value to whom David? Most of us would love all our⚡️ to be cheap which is what we are trying to do building out renewables. Low value to the FF industry maybe 🤡
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David Lawson retweeted
Dr. Markus Krebber, CEO of RWE, will participate at ADIPEC alongside global leaders shaping the future of the energy industry. Growing electricity demand is increasing pressure on generation, grids and infrastructure. ADIPEC will bring together decision-makers to consider how investment, market design and system integration can support reliable, affordable and competitive power systems. Join 1,800+ speakers and 16,500+ delegates at ADIPEC in Abu Dhabi from 2-5 November 2026. Register as a delegate: bit.ly/4fepEwK #ADIPEC #ADNOC #EnergyLeadership #EnergySecurity #EnergyInvestment #Innovation
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David Lawson retweeted
The future of energy will be shaped by leaders who can strengthen today’s systems while creating opportunities for long-term growth. At the ADIPEC Strategic Conference, global leaders will align policy, investment and innovation around the priorities supporting resilient economies, reliable supply and sustained value creation. ADIPEC will bring decision-makers together in Abu Dhabi from 2-5 November 2026. Book your delegate pass: bit.ly/4bx7W6y #ADIPEC #ADNOC #EnergyLeadership #GlobalEnergy
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BREAKING: Yemen's Houthis announce they just struck Saudi Arabia's East-West crude oil pipeline and multiple of its pumping stations, as well as 6 other Saudi targets, including Saudi Aramco oil facilities.
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Wow! Working at crazy speed reassembling LC36.
Module 9 done. Standing tall again at LC-36! The Vehicle Access Tower is fully assembled, with every module repaired and back in place. This was a monumental effort. Proud of Team Blue.
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