Patricio Alvarez

You've probably seen the headlines about the Straight of Hormuz being reopened, but how long will it take for energy markets to normalize? We dove in on such questions on our weekly! Europe’s Winter Gas Squeeze and a Solar Boom: @BBGIntelligence Energy Exchange with @PatAlvarezB, @alessioenergy and other from the BI team. The Iran war has removed about one-fifth of global LNG supply from the market, effectively postponing a projected glut until 2028 and creating significant margin opportunities for spot-exposed US exporters like Venture Global. European natural gas prices have surged amid intense competition with Asian importers, raising storage refill costs while strengthening the long-term case for solar and batteries as energy-security investments. In Europe and the US, developers are increasingly pairing solar with storage as higher volatility, policy shifts and data-center demand reshape the power mix.

The greatest Christmas song about Florida doesn't exist, or does it? 🤣 (Technically I cowrote this song with my writing & singing partner Kelly; if your dying for more; I'll share a duet version before too long.) Of course; skip the first minute or so if you just want to get to the energy content. There were lots of great moments in 2024, and I especially hope you had a chance to check out our Deep Dive on the intersection AI & energy demand that I co-authored with @PatAlvarezB: bloomberg.com/professional/e… Pat and I had many contributors for the report, including: @WillHares, @IndustrialOkur, CFA, Nikki Hsu, CFA, Gabriela Privetera, Talon Custer, CFA, Vincent G. Piazza, CFA, Scott Levine, @alessioenergy, Joao Martins & Aditya Khanduja. Our final deep dive for 2024 was led by @nathandeanDC and unpacks how a second Trump administration could impact energy markets. Make sure to check it out on The Terminal by running BI DEEP<GO> Merry Christmas folks; happy holidays! #Energy #EnergyTransition #Oil #Gas #Coal #Wind #Solar #Renewables #Nuclear #EnergyDemand #Policy #InflationReductionAct

Always fun to see the 50 companies to watch -- hand selected by @BBGIntelligence analysts. This year's list includes OMV from @salihenergy, RWE from @PatAlvarezB & Subsea 7 from @WillHares! $OMV $RWE $SUBC bloomberg.com/features/compa…

👇Catch the full replay of our @BBGIntelligence #energy exchange with @PatAlvarezB, Nikki Hsu and Gabriela Privetera here: youtu.be/K2hALOVNMPg

And if you missed it; make sure to check out our Deep Dive on AI-driven energy demand (Terminal Clients can find it at BI DEEP<GO>): bloomberg.com/professional/e… ... the report has contributions from @PatAlvarezB @WillHares @IndustrialOkur CFA, Nikki Hsu, CFA, Gabriela Privetera, Talon Custer, CFA, Vincent G. Piazza, CFA, Scott Levine, @alessioenergy, Joao Martins & Aditya Khanduja

How will the US election sway #energy markets? Check out our analysis from @WillHares @nathandeanDC @alessioenergy @PatAlvarezB @salihenergy and the rest of the energy team @BBGIntelligence blinks.bloomberg.com/news/st…

When will global oil demand peak? We've been asking our energy-focused clients this question for years: 38% say before 2030 (based on 176 respondents): blinks.bloomberg.com/news/st… Interesting to note; in our survey from this February, about 24% saw peak demand before 2030 (based on 143 respondents). #OOTT #Energy #EnergyTransition #ClimateWeekNYC

🚨 Latest @BBGIntelligence Energy Exchange is Out! Today we had a fun discussion looking at the intersection of generative AI & energy demand. @IndustrialOkur joined @PatAlvarezB and I to discuss his new note: Nvidia's Blackwell Could Boost US Power Use 1% in Its First Year Let us know what you think! #OOTT #ONGT #EFT #Energy #EnergyTransition #LLMs #GenerativeAI #NVIDIA $NVDA $FSLR $ENPH $GEV $NOVA