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JKempEnergyJohn Kemp2026-06-01

Best in Energy – 1 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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Oil tanker transits via strait aided by U.S. navy (Bloomberg) China data centres power consumption and forecasts (NEA) Global jet fuel trade re-routed by closure of Strait (Reuters) Russia fuel supplies hit by refinery attacks (Bloomberg) Russia bans jet fuel exports to save supply (Bloomberg) France detains tanker claiming false flag (Bloomberg) El Nino conditions forecast to be strong (Bloomberg) U.S. oil and gas well drilling backlog shrinks (Reuters) China accelerates development of western regions (FT) India glass-makers hit by gas prices and rationing (FT) Persian Gulf oil exports timeline for restart (Woodmac) U.S. gas-fired generation outlook for 2026 and 2027 (EIA) IEA/IMF and other agencies warn about fuel security (IEA) U.K. ELECTRICITY generation by source since 1950 – showing the rise and fall of coal and fuel oil: