The most frustrating aspect of all this is, that we have no firm data basis to discuss this:
-EC says, nothing to worry about
- IEA says, we only have six weeks of jet fuel left
Posts by Georg Zachmann
Could a more strategic, multi-year approach to Ukraine’s energy system eventually prove more cost-effective than the current cycle of annual patches?
www.linkedin.com/posts/green-...
Spannende ökonomische Fragen zur neuen 12-Uhr-Regel bei Spritpreisen, aber die Forschung muss draußen bleiben.⛽️📉
Das Bundeskartellamt ist nur verpflichtet Daten an Apps weiterzugeben. Die Apps würden für die öff. Daten jetzt sicher Geld wollen oder ans BKartA verweisen.
#Transparenz #EconTwitter
BBC News article headline warning about potential jet fuel shortages in next six weeks
A Ryanair digital advertisement for flights before 30th June 2026 starting from 15 GBP.
There is possibly good commercial reasons (eg, to fill empty flights that are anyway scheduled) but it still sounds surreal.
Very useful comparative oil shock data viz.
Boring! The Pharaohs managed a powerful fusion reactor in space already thousands of years ago.
As Luther said (on the context of the "Lutherans"):
"In the first place, I ask that men make no reference to my name... How then should I—poor stinking maggot-fodder that I am—come to have men call the children of Christ by my wretched name? Not so, my dear friends; let us abolish all party names'"
For me, the most interesting statistics is the change in oil production by OPEC (here my calculation of monthly percentage changes based on secondary sources).
It shows were the pain might be felt most (but remember that oil prices at the same time increased by maybe 40%):
New steel value chain in the making?
Iron ore from AUSTRALIA;
Energy from the SUN + desali'd water from the OCEAN (that will largely circulate in a closed loop)
-> to produce Hydrogen in NAMIBIA
-> to produce DRI for GERMANY
In April first 80t produced (later 15kt/a)
www.heise.de/news/Stahlpr...
Now the opec numbers suggest, that in March only the production of Iraq, Kuwait and Bahrain declined by more than 50%. For Saudi Arabia it was even less than 25% (140% of 77% is 107%).
New steel value chain in the making?
Iron ore from AUSTRALIA;
Energy from the SUN + desali'd water from the OCEAN (that will largely circulate in a closed loop)
-> to produce Hydrogen in NAMIBIA
-> to produce DRI for GERMANY
In April first 80t produced (later 15kt/a)
www.heise.de/news/Stahlpr...
For me, the most interesting statistics is the change in oil production by OPEC (here my calculation of monthly percentage changes based on secondary sources).
It shows were the pain might be felt most (but remember that oil prices at the same time increased by maybe 40%):
A further result of the crisis - that implies even higher oil prices is that also tanker fright rates also drastically increased.
Only gasoline prices in the US increased more than in the EU - all other product prices in the EU increased more than those in the US. And especially Kerosene (+95%) and Diesel (+71%) prices increased drastically in the EU.
Refining margins also went up drastically - i.e., products prices increased much more than oil prices.
So far, in March well-counts in the US (an indicator for production investments) still went down substantially. [other production data in the April MOMR is still from before March]
All relevant energy import prices for EU (coal, gas, oil) affected – while those for the US much less so (GZ: probably same for electricity prices).
Price increase for middle East oil types (+>50%) twice as high as that of US oil (WTI +27%)
Drastic reduction in non-OECD refinery intake in March (-6%) shows were the physical supply shortage impact hit most.
Today OPEC released its Monthly Oil Market Report MOMR:
- Very cautious language - “Iran” and “Hormuz” not mentioned at all in the text
- A lot of analysis still reflects data till February – which for oil-related numbers was a different regime
- Still some numbers I found interesting:
DE temporarily cuts gasoline & diesel taxes:
-expensive
-not really progressive
-mutes oil-saving incentives
-encourages other countries to do the same
-resulting lack of demand response leads to higher oil prices
Why are more sophisticated solutions deemed infeasible, politically/administratively?
Writing for the Press / Opinion Pieces (in German) What makes a strong opinion article? What interests readers about your research? And how can complex academic findings become a clear and relevant public message? May 6 and 13, 2026 with Christine Prußky (journalist) - interactive sessions - explore opportunities and limits of AI tools in writing - discuss example texts - work on your own article – with the goal of leaving the training with a text that is “fit to print”
📢 Spots still available!
Turn your research into a compelling opinion piece.
Join our workshop “Writing for the Press” (in German), May 6 & 13, @humboldtuni.bsky.social.
Register by April 30 (max. 12 spots).
🔗 berlinschoolofeconomics.de/event-detail...
#sciencecommunication #mediatraining
The official National Election Office (Nemzeti Választási Iroda) portal displays Hungarian election results and data as they come in:
vtr.valasztas.hu/ogy2026
ATTACK on a pylon on the electricity line that supplied one pumping station of the Transalpine oil pipeline (TAL) on March 25th forced this STRATEGIC PIPELINE (one of very few alternatives to the Russian Druzhba-system to supply CZ, AT & Southwest Germany) to be offline for three days.
Can't agree more
As @tagliapietra.bsky.social, @bmcwilliams.bsky.social and me wrote during the last energy crisis: We really need to solve Europe's energy data problem.
www.bruegel.org/policy-brief... 4/4
For EU think tankers &academics, this lack of timely data makes commenting on the quickly moving crisis very hard.
For politicians it is worse. They need to take decisions on fuel subsidies, stock releases or foreign policy very quickly. And they have little data or good discourse to build on.
3/4
In the EU (and many member states):
- refinery data is available till 7/2023 at Eurostat,
- import/export data comes from a different, inconsistent source (COMEXT) until 12/2023,
- fuel prices are at the DG ENER website, but other products and crude are not
...
2/4