COMMENT: Escalating Middle East conflict raises risks of renewed European energy shock After US President Donald Trump failed to deliver on his promise of a quick end to the conflict in Iran, the chances of a renewed European energy shock are rising quickly, says Oxford Economics.

After US President Donald Trump failed to deliver on his promise of a quick end to the conflict in Iran, the chances of a renewed European energy shock are rising quickly, says Oxford Economics. Bne IntelliNews #MiddleEastConflict #EuropeanEnergy #EnergyCrisis #USForeignPolicy #Iran

Moeve and Galp are exploring a strategic tie-up of their downstream assets, covering #hydrogen, refining, #lowcarbon fuels and fuel retail. The talks aim to create two leading #Europeanenergy and mobility platforms.

#EnergyTransition #HydrogenNow

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Europe's LNG imports surge to record 142bn cubic metres in 2025 Europe's LNG imports hit record 142bn cubic metres in 2025, up 28% from previous year, as continent continues reducing Russian pipeline gas dependence with December reaching 12.7bn cubic metres.

Europe's LNG imports hit record 142bn cubic metres in 2025, up 28% from previous year, as continent continues reducing Russian pipeline gas dependence with December reaching 12.7bn cubic metres. Bne IntelliNews #LNG #EnergyTransition #NaturalGas #RenewableEnergy #EuropeanEnergy

The clean fuel that could change global shipping Tech Now visits Denmark’s first green methanol plant for cleaner ship fuel.

www.bbc.com/reel/video/p...
#BBCTechNow #EuropeanEnergy ##CleanFuel #Shipping #DKPol #EUPol #Research #GreenMethanol #Hydrogen #BioGas #AmmonGas #AnnimalWaste #PigProduction #Electrolization #CutBigShipsEmissions #Concito

M.Stanley remains cautious on European energy, flags 2 most resilient stocks Investing.com -- Morgan Stanley has reiterated a cautious stance on the European energy sector, warning that risks around oil and gas prices leave little room for optimism. The bank expects Brent crude to fall toward $60 a barrel in 2026, a level that would put pressure on balance sheets and force cutbacks in share buybacks across the industry. Despite upstream portfolios remaining “in rude health” with modest production growth into 2030, Morgan Stanley noted that growth has slowed compared with last year due to asset disposals and lower oil price assumptions. The analysts also warned that “all buyback programs are at risk” given insufficient cash flow generation relative to capital spending and distributions. Although natural gas growth remains firm, oil production for most majors is set to stagnate, limiting upside potential, they said. In this environment, the bank singled out Shell (LON:SHEL) and TotalEnergies (EPA:TTEF) as the most resilient stocks. Shell remains its Top Pick, supported by the sector’s strongest balance sheet and the highest adjusted free cash flow yield of about 7.2% in 2026. Analysts said much of Shell’s improvement stems from “self-help measures” such as cost cuts and portfolio simplification, which reduce exposure to commodity swings. The company is expected to sustain a dividend of $8.2 billion a year and maintain share buybacks of around $3 billion per quarter, later and smaller cuts than peers. TotalEnergies also retains an Overweight rating, with Morgan Stanley pointing to its “one of the deepest project pipelines in oil & gas” and the strongest oil portfolio among European majors. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. The group is expected to continue growing oil production at 2.5% annually into the 2030s and scale its Integrated Power business, which is guided to become free cash flow positive from 2028, shifting from a drag on dividends to a new source of capacity. While buybacks are likely to be trimmed, the analysts argue that TotalEnergies’ diversified mix of hydrocarbons and renewables will keep it resilient. Meanwhile, BP (LON:BP) was lifted from Underweight to Equal-weight, helped by progress on asset disposals, while Equinor (OL:EQNR) was downgraded to Underweight due to its high sensitivity to commodity prices and limited scope for shareholder distributions beyond dividends. Italy’s Eni (BIT:ENI), rated Equal Weight, "has the strongest upstream growth outlook, albeit back-end loaded in the decade," the analysts said. With valuations at the high end of historical ranges and consensus earnings estimates still trending lower and “probably have further to fall,” the sector’s risk/reward remains “uncompelling” overall, the team concluded. Should you invest $1,000 in BP right now? Ask WarrenAI, our powerful AI financial research assistant. It's just like ChatGPT for investors, but with access to 10 years of company data, a built-in screener, Wall Street analysts' reports, and earnings call transcripts for real-time, vetted insights. Get answers about BP and thousands of other assets within seconds.

Click Subscribe #EuropeanEnergy #MorganStanley #EnergyStocks #Investing #OilPrices

#renewableenergy #greenhydrogen #greenmolecules | Emil Vikjær-Andresen Production record at our green hydrogen facility in Måde! With frequent and stable deliveries to 3 customers, we last broke our production record delivering +3 tons of hydrogen with a plant utilizati...

Denmark's #EuropeanEnergy A/S has been highly effective in actually getting green #hydrogen projects done. Per the LinkedIn post below, the Company's 12MW Måde plant near Esjberg has continued to ramp since... (1/4) $PLUG $ENR $CNA #methanol #EnergySky #GreenSky

www.linkedin.com/posts/emil-v...

What Caused the European Power Outage? There’s still no official explanation for the blackout in Spain, Portugal, and parts of southern France—but experts point to the makeup of the Iberian peninsula’s power grid.

What Caused the European Power Outage? #Science #EarthSciences #Geology #PowerOutage #EuropeanEnergy #Infrastructure

#Ingeteam obtiene dos #contratos con #EuropeanEnergy para el suministro de su #tecnología en dos plantas #solares en #Australia
tinyurl.com/mry4bvf5

1/8 🚨Striking revelation🚨

EU spent more on Russian fossil fuels than Ukraine aid in 2024

• Russian fuel purchases: €21.9bn
• Ukraine financial aid: €18.7bn

Numbers tell a troubling story...

#Ukraine #Russia #EuropeanEnergy

European Energy Industry Pushes Back Against EU Gas Price Cap Proposal - WIOBS European energy industry leaders warn against an EU gas price cap, arguing it could destabilize markets and deter LNG imports.

European Energy Industry Pushes Back Against EU Gas Price Cap Proposal
wiobs.com/european-ene...
#EnergyCrisis #EuropeanEnergy #GasPrices #EUPolicy #LNG #EnergySecurity #RenewableEnergy

یہ ایک تاریخی لمحہ ہے، روس اپنی منڈیاں کھو رہا ہے، ماہر توانائی

مزید پڑھیے: www.aaj.tv/news/30431811/

#AajNews #RussiaGasSupply #EnergyCrisis #EuropeanEnergy #RussiaSanctions

Putin Dashes Allies' Hopes Over Russian Gas Exports to Europe

Putin Dashes Allies' Hopes Over Russian Gas Exports to Europe

Vladimir Putin has said that he will not sign a new gas transit deal with Ukraine by the end of t...

#putin #europeanenergy #gastransit #ukraine #geopolitics

Central Asia's Role in Europe's Energy Future: Insights from Samuel Doveri Vesterbye - The Times Of Central Asia The Times of Central Asia sat down with Samuel Doveri Vesterbye, Director of European Neighbourhood Council, a research organization funded by the EU and by

Central Asia’s Role in Europe’s Energy Future: Insights from Director of ENC @enc-europe.bsky.social Samuel Doveri Vesterbye @samueljsdv.bsky.social timesca.com/central-asia... #CentralAsia #EnergyFuture #EuropeanEnergy #EnergyPolicy #EnergyInsights #SamuelDoveriVesterbye #EU #ENC