On September 22 I wrote that the first Trump diesel "truce" fell apart within hours, and that diesel is a refining-capacity problem more than a crude problem....
The Diesel License Has Eight Days Before It Meets the Law Trump Signed on September 18
On 10-10 I read the paperwork behind Trump's Russian diesel deal and left one question open: whether General License 135 reaches the 2022 statute that bans...
The Diesel Story Has Two Wars In It. Trump Only Wants to Talk About One.
Trump and Zelensky sit down at the UN General Assembly today, and the agenda item that actually has a shot at landing is narrow: a reciprocal pause on strikes...
There's one massive problem with Trump's Ukraine diesel price theory
U.S. President Donald Trump has a very simple solution to the very real problem of rising diesel prices. "(President Volodymyr) Zelensky has to do one thing — he has to stop knocking out diesel fuel in Russia,” he told reporters on Sept. 13. "Let him go after targets but not diesel fuel, because he’s causing a shortage of diesel fuel… that’s hurting the world." Trump's implication was clear — halting Ukraine's long-running, long-range drone strike campaign against Russian oil refineries would
Russia ready to supply 300,000 tons of diesel to world market this month — senior official
Alexander Novak added that Russian diesel exports could increase to 500,000 metric tons in November
US Energy Secretary Wright says diesel export ban won't work
US Energy Secretary Chris Wright on Wednesday said a US ban on diesel exports would not work and could push up gasoline and jet fuel prices, a stance at odds with President Donald Trump, who is backing the idea.
Truth, Consequences, Climate, and Demand Destruction
"This is how the attack by one petro-state (ours) on another (Iran's) may be turning out to be very bad for petroleum, because the only thing history loves more than a surprise party is irony." The Crisis The biggest news is always the climate news, and sometimes it's so big
Brent slides below $102 after Houthis' first strike on Riyadh — why oil can't hold $100
Houthi forces struck Riyadh for the first time on September 19 and hit Yanbu facilities — yet Brent opened at $104.71, peaked at $104.90 and settled at $101.68 (-1.63% on the day). Here is the four-way data tug-of-war between strike escalation and supply recovery, and the two switches that decide where oil goes next.
The New Paper Arguing Biden’s Power Sector Emissions Cuts Are Largely Intact — Even Under Trump
Exclusive: 'It felt like a trap.' How Ukraine was blindsided by Trump's Putin pivot
When U.S. envoys Steve Witkoff and Jared Kushner told Ukraine's delegation on Oct. 9 that President Donald Trump was preparing to lift sanctions on Russian diesel exports, the Ukrainians struggled to believe what they were hearing. The delegation had traveled to the United States to discuss a possible energy ceasefire with Russia. Instead, Kyiv's negotiators found themselves blindsided by a decision they feared would hand Moscow fresh revenue to finance its war against Ukraine while undermining
The Human Cost of DOGE’s War on U.S.A.I.D.
Elon Musk, Donald Trump, and the “public man-made death” that they’ve caused.
The New Gulf War: Epic Fubar Goes Global
Why there is much more at stake here than rising prices
Privacy and/or Trade
International privacy and trade law developed together, but are now engaged in significant conflict. Current efforts to reconcile the two are likely to fail, an
The great oil inflection
Who pays when petrol stops paying the refinery’s rent
The Blockade Made the News for Working. The Casualties It Cost Took Two Weeks to Surface.
Saturday, Trump put his private rejection of Iran's Hormuz plan on the record. Sunday, Iran skipped Washington and went to Riyadh instead. Monday, two things...
annotations: Pourquoi Trump va perdre sa guerre commerciale
traduction française du billet de blog "Why Trump will lose his trade war" de Paul Krugman