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benwinkley.bsky.social
Ben Winkley
@benwinkley.bsky.social
710 followers 190 following 1.1K posts
News editor cutting long stories short for Argus Media - mostly sharing stories beyond our paywall, or staring with my jaw on the floor
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · Apr 8
never run an unattributed chyron
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 2h
Total's CEO Pouyanne says there are limits to the easy oil supply growth of recent times - US shale, Brazil and Guyana - and Opec will take back control when that's gone.

"Opec countries prefer to have $60-$80-$90/bl than $50-60/bl," he said.

www.argusmedia.com/en/news-and-...
Total CEO bullish on oil as Opec+ set to gain sway | Latest Market News
TotalEnergies chief executive Patrick Pouyanne said he expects Opec+ to exert greater control over the oil market once production growth outside the group begins to slow.
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 2h
amusing call for 'reform' by EU airlines includes a statement that free cabin baggage is unpopular with passengers, and says 40pc of delays would disappear if only the amount of time needed to classify a delay was extended to 5 hours from 3.

www.linkedin.com/posts/airlin...
A4E Statement | Airlines for Europe (A4E)
Today in Paris, CEOs from the 17 A4E member airlines met to deliver a united message: Europe needs bold action now to keep air travel competitive, accessible, and resilient. Their joint statement cal...
www.linkedin.com
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 6h
IMF upgrades global economic growth forecast in a World Economic Outlook that's already out of date

www.argusmedia.com/en/news-and-...
IMF upgrades global economic outlook | Latest Market News
The IMF is upgrading its global economic growth forecast for 2025 and 2026, but the economic rationale for the upward revision preceded the most recent episode of US-China trade tensions.
www.argusmedia.com
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 6h
it's taken 31 years, but we've finally got a story out about the German delegation saying ich nichten lichten.

Might retire.
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 6h
The IMO is meeting in London to get a global GHG emissions levy adopted. Some early remarks gold here: US delegation rejects everything and admits they have no alternative solution; the German delegation saying they don't like it but will have to go along with it

www.argusmedia.com/en/news-and-...
IMO discussions on global GHG rules remain mixed | Latest Market News
Discussions on adopting binding global rules to cut greenhouse gas (GHG) emissions from shipping began on Tuesday at the International Maritime Organization (IMO) London headquarters, with opening rem...
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 8h
come with me if you want to live
a man in a blue trench coat is leaning against a wall with his eyes closed
Alt: The character Kyle Reese in The Terminator (1984)
media.tenor.com
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 8h
My AI-dentity is Kyle Reese from The Terminator
pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 9h
I took @Opinion.bloomberg.com’s AI-dentity quiz. My AI-dentity is the Pragmatist. What’s yours? www.bloomberg.com/graphics/202...
Quiz: What’s Your AI-dentity?
Are you an AI Doomer, an Accelerationist or somewhere in between? Answer these questions to find out.
www.bloomberg.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 8h
Brent crude at a 5-month low today: prospect of imbalance, likelihood of trade war between the world's two largest economies, easing of war risk premium in the Middle East
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 9h
key graphic from the IEA's monthly Oil Market Report today:
A graphic showing the demand/supply balance in the oil market in 2024, 2025 and 2026. The future projections are for a large surplus of supply
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 9h
The IEA's monthly look at the state of the oil market balance shows MOAR crude on the way, and it keeps its forecast for demand growth way below historical averages. The gap between the IEA's outlook and that provided by Opec is now a chasm

www.argusmedia.com/en/news-and-...
IEA hikes 2025-26 global oil supply growth forecast | Latest Market News
The IEA has raised its forecast for global oil supply growth by around 300,000 b/d for both 2025 and 2026, while keeping demand projections well below historical norms.
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 1d
IMO is meeting this week to try to finalise rules about a global GHG emissions levy. There is no unanimity

www.argusmedia.com/en/news-and-...
Divisions persist ahead of IMO's GHG levy vote | Latest Market News
The International Maritime Organization (IMO) plan for a global greenhouse gas (GHG) levy on shipping is facing resistance from several developing nations, which say crucial aspects of the proposal re...
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 1d
Latest Viz has a tremendous full page strip called 'High Plains Grifter' in which a mysterious frog-faced man rides into town and solves all the folks' ills by blaming the injuns. Hopefully it's not a one-off, there's so much fodder for another
katie0martin.ft.com
Katie Martin @katie0martin.ft.com · 1d
presented without comment

on.ft.com/3J1TRmz
Nigel Farage tells crypto conference ‘I am your champion’
[FREE TO READ] Reform UK leader touts plans to create a state-owned bitcoin reserve
on.ft.com
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 1d
Today Opec's researchers kept their forecasts for oil supply and demand this year and in 2026 broadly unchanged

www.argusmedia.com/en/news-and-...
Opec sees gasoline driving 2026 oil demand growth | Latest Market News
Opec kept its global oil demand and supply forecasts unchanged in its <i>Monthly Oil Market Report</i> (MOMR) released today, but added new detail on product-level consumption, highlighting jet fuel a...
www.argusmedia.com
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 1d
Restraint and ambiguity. Some Opec analysis following last week's latest production increase. Includes Argus' assessment of the group's September output

www.argusmedia.com/en/news-and-...
Opec+ restraint prioritises unity and stability | Latest Market News
Eight core Opec+ producers extended their cautious supply management approach into November, agreeing to raise their collective output ceiling by a modest 137,000 b/d — matching <a href="https://direc...
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 1d
gifting this important story from the WSJ: Corpus Christi will begin running short of water in 18 months

www.wsj.com/us-news/clim...
This Texas Town Is an Energy Powerhouse. It’s Running Out of Water.
A severe drought has Corpus Christi scrambling to meet growing demand from companies like Exxon and Tesla that have invested billions of dollars in the region.
www.wsj.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 4d
US moves closer to fully removing sanctions on Syria. A repeal of the Caesar Act makes its way into the defense bill, which is still moving through even though the government is shut

www.argusmedia.com/en/news-and-...
US Senate votes to repeal Caesar Act sanctions on Syria | Latest Market News
The US Senate has voted to repeal the Caesar Act sanctions on the former Syrian government of Bashar al-Assad, US republican senator Joe Wilson said.
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 4d
Next week the US will impose fees for Chinese ships, but it's still unclear what and how these will be structured. Beijing has retaliated in kind, and the net effect will probably be a bifurcated global shipping market

www.argusmedia.com/en/news-and-...
Confusion endures as US port fees approach | Latest Market News
The shipping community is still missing key details on the application and implementation of port fees for Chinese ships visiting the US starting 14 October,shipping industry associations tell <i>Argu...
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 5d
Peace in the Middle East latest

www.argusmedia.com/en/news-and-...
Israel, Hamas agree first-phase Gaza peace deal: Trump | Latest Market News
Israel and Gaza-based militant group Hamas have agreed on the first phase of a peace deal, US president Donald Trump said late on Wednesday.
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 5d
Opinion: Too Much LNG

www.argusmedia.com/en/news-and-...
Opinion: Foot on the gas | Latest Market News
The supply gap that has opened up in the global gas market since Russian flows to Europe were largely cut, and the shift in favour of fossil fuels in the US following President Donald Trump's return t...
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 5d
Exxon back in Iraq

www.argusmedia.com/en/news-and-...
ExxonMobil signals return to Iraq with Majnoon pact | Latest Market News
ExxonMobil has signed a preliminary agreement with Iraq's oil ministry to help develop upstream assets, including the 240,000 b/d Majnoon field in the south. The deal aligns with Iraq's goal of raisin...
www.argusmedia.com
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 6d
Cheaper renewable energy is an "unstoppable force", says DNV, which keeps its forecast of a 50/50 fossil fuel/non-fossil fuel primary energy mix in 2050

www.argusmedia.com/en/news-and-...
Energy transition ‘rolling on’ despite headwinds: DNV | Latest Market News
The global energy transition is "rolling on", despite policy changes in the US, in part owed to the "unstoppable force" of cheaper renewable energy, Norwegian assurance and risk management provider DN...
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 7d
The bigwigs of Riyadh, rightly, have adjusted the flood of returning oil to an ooze and priced it accordingly. The oil market is in no mood to receive another half-million barrels of feedstock in such short order but.. check in in a few or several months’ time..

Via PVM:

tpicap.com/pvm/insights...
A Ukraine, Gaza and Oil Market Grind
The euphoria seen in stock markets once again fails to migrate influence into our market and oil prices languish in the shadow of competing drivers and a resigned feeling of ‘what next?’ The stock mar...
tpicap.com
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 7d
The News.
Reposted by Ben Winkley
benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 7d
and the IEA says global renewable power capacity will grow by 4.6TW by 2030 — double the deployment in 2019-24

www.argusmedia.com/en/news-and-...
Global renewable power capacity to double by 2030: IEA | Latest Market News
Global renewable power capacity is forecast to grow by 4.6TW by 2030 — double the deployment in 2019-24 — driven by solar power installations, energy watchdog the IEA said today.
www.argusmedia.com
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benwinkley.bsky.social
Ben Winkley @benwinkley.bsky.social · 7d
and the IEA says global renewable power capacity will grow by 4.6TW by 2030 — double the deployment in 2019-24

www.argusmedia.com/en/news-and-...
Global renewable power capacity to double by 2030: IEA | Latest Market News
Global renewable power capacity is forecast to grow by 4.6TW by 2030 — double the deployment in 2019-24 — driven by solar power installations, energy watchdog the IEA said today.
www.argusmedia.com
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