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JKempEnergyJohn Kemp2026-06-03

Best in Energy – 3 June 2026

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Analiza AI (Claude Code)

W kolejce do triage'u — analiza pojawi się po najbliższym przebiegu (Claude Code).

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United States tries to unblock strait quietly (Bloomberg) Iraq plan to boost northern pipeline exports (Bloomberg) UAE could add fuel pipeline to bypass strait (Bloomberg) Dangote plans to double oil refining capacity (Reuters) Rosatom’s growth and diversification (Oxford Energy) California’s gas prices slump to historic lows (EIA) Ineos and market outlook for petrochemicals (FT) Simandou ramps up iron ore exports (Bloomberg) UNITED KINGDOM generated a seasonal record 26 billion kilowatt-hours from wind farms in the first three months of 2026 surpassing the previous record of 24 billion kWh in the same period in 2024. The jump in wind output (+6 billion kWh) helped cut the demand for gas-fired generation (-5 billion kWh) compared with a year earlier, easing some of the pressure on gas imports and global LNG markets: