https://www.wacoca.com/news/2803368/ EUの「脱原発転換」市場への影響、“原発回帰”はユーロ高・資源安・日本の電源構成変化に波及するか | Diamond マーケットラボ | ダイヤモンド・オンライン #ESG投資 #EU #Europe #EuropeanUnion #LNG #SMR #エネルギー安全保障 #フォンデアライエン #ユーロ相場 #ヨーロッパ #ロシア産ガス #化石燃料需給 #原子力発電 #日本の原発再稼働 #次世代原発 #欧州 #欧州連合 #米国依存 #脱原発 #電源構成
https://foreignpolicy.com/2026/03/30/trump-war-iran-israel-lebanon-gulf-winner-loser/. "The supply disruption in #LNG, coupled with damage to a major #Qatari #gas field from an #Iranian #missile strike, has led natural gas prices to surge by more than 70% in #Europe this month. The Strait of #Hormuz also serves as a conduit for a third of global #helium supplies - a key component not only in children’s balloons but also in the manufacturing of #semiconductors - & a third of global #fertilizer sales."
Trump Is Losing the War in Iran

One month in, the Islamic Republic is winning merely by surviving.

Foreign Policy

India Says 28 Oil and Gas Ships Are Stranded Near the Strait of Hormuz

At least 28 ships, including vessels carrying crude oil, liquefied petroleum gas (LPG), and LNG supplies to India,…
#NewsBeep #News #Headlines #crudeoil #Energysecurity #India #LNG #LPG #middleeastwar #seafarers #Shipping #StraitofHormuz #Tankers #World
https://www.newsbeep.com/461311/

LNG-Rekord an der Küste: Nie zuvor wurden in drei Monaten über 25 TWh eingespeist

Das erste Quartal 2026 bringt an deutschen Küsten einen LNG-Rekord von über 25 TWh – ein starker Impuls für die Versorgung, vorwiegend aus den USA.

DieNiedersachsen.de

Pekin wznowi import amerykańskiej ropy i gazu?

Obecnie średni udział wydatków na żywność, napoje i wyroby tytoniowe w całkowitych wydatkach konsumpcyjnych Chińczyków zbliża się do 30%. Produkcja rolna jest wyjątkowo wrażliwa na wzrost cen ropy naftowej (prace rolne i transport) jak i gazu (nawozy sztuczne).

https://wp.me/p3fv0T-ibZ #Chiny #ChRL #import #USA #Gaz #LNG #ropa #żywność #rolnictwo #POLECANE

Israel and U.S. strikes have wiped out Iranian leaders and hit key targets, but after a month of fighting it is arguably Iran that has secured the most significant victory — a tightening grip over the Strait of Hormuz. https://www.japantimes.co.jp/news/2026/03/31/world/iran-hormuz-month-of-war/?utm_medium=Social&utm_source=mastodon #worldnews #us #donaldtrump #middleeast #iran #mojtabakhamenei #israel #oil #lng #shipping #straitofhormuz
Iran’s grip on Strait of Hormuz tighter than ever after first month of war

The near-total closure of the Strait of Hormuz has proved an exceptionally effective asymmetric weapon in Iran's fight against two of the world's most powerful countries.

The Japan Times
As energy stress spreads across Southeast Asia, governments across the region are asking China to deliver on pledges of closer energy security cooperation. So far, only vague statements have been forthcoming. https://www.japantimes.co.jp/news/2026/03/31/asia-pacific/politics/china-neighbors-energy/?utm_medium=Social&utm_source=mastodon #asiapacific #politics #china #energy #oilcrunch #iran #oil #lng #southeastasia
China puts home energy needs above cooperation as Mideast war halts supplies

China is the world's second largest fertilizer ‌exporter and also ‌a large supplier of fuel, with imports from China a major source of supply for many countries in Asia.

The Japan Times
Wirtschaftsministerin Reiche: Langfristige Gasverträge und LNG‑Tender für die Energiesicherheit 

Das Wirtschaftsministerium setzt auf mehr Gasimporte. Reiche will Unternehmen anregen, langfristige Verträge mit verschiedenen Partnern zu schließen.

ZFK – Zeitung für kommunale Wirtschaft