Big Moves Shaping Energy Markets

Week 28

WATCH THIS WEEK BIG MOVES SHAPING ENERGY MARKETS VIDEO HERE!

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Description:

Join The Merchant’s News as we uncover Big Moves Shaping Energy Markets This Week, revealing a profound global energy shift.

This video deep dive uncovers how the world's energy trade is pivoting from West to East, with billions in new supply chains emerging in Asia.

Discover Malaysia's Petronas shipping Canadian LNG to Japan, the massive $637 million floating LNG deal for Samsung Heavy in Mozambique, and China's strategic shift to Canadian crude, ditching American oil.

We'll also examine Shell's Q2 profit warnings due to gas trading losses, Petrobras's potential sale of unprofitable onshore fields, and Indonesia's $34 billion energy and agriculture deal with U.S. companies.

Understand how geopolitical tensions, volatile commodity prices, and the pursuit of energy security are permanently reshaping global alliances and investment strategies, pushing Asia to the forefront as an energy superpower.

Sound Bites:

• "Global energy trade is abandoning the West as Asia builds new supply chains worth billions, reshaping power forever." (0:00) - Sets the stage for a fundamental shift in energy dominance.

• "Canada's energy exports pivot completely toward Asia." (0:10) - Highlights a significant reorientation of a major energy producer.

• "US-China trade tensions destroy decades of energy partnerships." (0:44) - Reveals the driving force behind new trade routes.

• "Energy markets navigate volatile prices and strategic divestments." (1:54) - Underscores the current instability and corporate responses.

• "Asia emerges as energy superpower while West loses control. Your energy investments must pivot East or face total collapse." (4:56) - A stark warning about the future of energy investments.

Takeaways:

• The global energy trade is fundamentally shifting from Western to Eastern dominance, with Asia building multi-billion dollar supply chains.

• Malaysia's Petronas has successfully shipped its first Canadian LNG cargo to Japan, signaling Canada's strategic pivot to Asian energy markets.

• Samsung Heavy Industries secured a $637 million deal for a floating LNG facility in Mozambique, indicating a booming offshore energy investment trend, particularly in Africa.

• China is significantly increasing its imports of Canadian crude via the Trans Mountain Pipeline, reducing reliance on American oil due to ongoing trade tensions.

• Shell is facing substantial Q2 profit hits from gas trading losses and unplanned maintenance at its chemicals division, highlighting market volatility for energy giants.

• Petrobras is considering selling its unprofitable Polo Bahia onshore fields, as current oil prices make them uneconomical compared to offshore production.

• Indonesia has signed a major $34 billion energy and agricultural deal with U.S. companies like ExxonMobil and Chevron, deepening its global partnerships for energy security.

• Geopolitical tensions and the Russia-Ukraine war are driving increased focus on energy security and reshaping traditional energy alliances.

• Asian energy demand is exploding, making it a primary destination for energy investments and infrastructure development.

• Investors are urged to diversify their energy portfolios eastward, as Western energy dominance is projected to decline irreversibly.

The Top 10 Core Insights from Europe's Gold Revolt:

1. Global Energy Trade Pivots Eastward (0:00): The fundamental shift of global energy trade from Western to Eastern dominance is underway, with Asia establishing new, multi-billion dollar supply chains.