Neil Atkinson
@NeilAtkinson58
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Paris-based Independent Energy Analyst. Ex-head of oil at International Energy Agency. Ipswich Town & Red Star FC. Ex Councillor & failed HoCommons aspirant.
Paris, Ile-de-France
Joined July 2012
I thought I'd imitate one of those consulting firms (no names!) that always tell you when they were right: my earlier tweet has aged well. Market absorbed earlier unwinding and these modest increases (probably <137 KB/D in reality) can be absorbed too. Doubtless some initial
I think they will carry on unwinding. Previous exercise is being absorbed by the market and prices have been resilient. If you believe the @OPECSecretariat numbers rather than the @IEA there is room. #OOTT
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Alternative view is that underlying demand is stronger than thought - tariffs haven't (yet?) hit demand significantly and non-OPEC+ supply growth not as strong. @OPECSecretariat outlook might be closer to reality than the @IEA Saudis didn't increase Asian prices for no reason.
BREAKING: OPEC+ hikes output by 137,000 b/d for Oct as first step to put back in the market potentially ~1.65m b/d extra. The importance here isn’t the October hike but the message: at ~$60 and facing a glut, Saudi Arabia is happy to push more barrels. https://t.co/ooWp9W6JT5
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Seriously? I move between Paris and London regularly using the Eurostar. It’s so much nicer than flying. Hopefully we will get more high speed trains in Europe. A couple of times a year I take the train between NYC and DC. In comparison it’s poor. Huge scope for fast train
One thing I got a bit of crap for in the hallways of the Abundance conference is my not infrequent mockery of trains on Twitter. I’m sorry, trains are not an abundance technology. I think many people in the abundance scene like trains because: 1. America’s inability to build
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"Is the fourth-quarter supply overhang weaker or stronger than expected, or simply progressing in line with forecasts?" Click here to access full podcast: https://t.co/Rw0DVe8SvD
@NeilAtkinson58 @IEA #OOTT #oilandgas @MashreqTweets
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China and India remain central to long-term oil demand growth. Click here to read more: https://t.co/qyxgl8r4wh
@BBEnergyGroup @VandaInsights @NeilAtkinson58 @IEA #oilandgas #markets #OOTT @ADNOCGroup @aramco @enoc_official @vitolnews @SPGCI #China #India
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I think they will carry on unwinding. Previous exercise is being absorbed by the market and prices have been resilient. If you believe the @OPECSecretariat numbers rather than the @IEA there is room. #OOTT
Good morning. OPEC8 meets today at 14:30 Vienna to discuss output policy for October which may involve the gradual unwinding of the next voluntary cut tranche of 1.66 million bpd #OOTT
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I think straight away but more gradually than with the 2.3 mb/d tranche. #OOTT #oilandgas @OPECSecretariat @IEA
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Calling in the A Team for the season opener #OOTT
🎙️ The Daily Energy Markets Podcast Returns! Kicking off Season 6 (2025–2026) with fresh insights and expert analysis on the trends shaping global energy markets. 📅 Monday, September 1st ⏰ 10:30 AM (UAE Time) 📌 Click here to join LIVE: https://t.co/S03AD5Xho1 Zoom ID: 843
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Well said. But far too sensible for #itfc Twitter
Love how all the qualified Football managers have an opinion.. stick to your 9-5 and let Ashton and McKenna do their business. Get the window closed and they will have who they want. We will be fine. Support and get behind the boys and see come what May #itfc
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Alternative approach: on the train to London after the game I had an interesting conversation with a nice Southampton fan. We discussed where we'll be in May and, guess what, neither called the other a c**t. Who knew? #itfc
Watched that whilst in a bar on holiday. Soton shirt in the bar, went over at full time and whispered ‘see where we are come may you cunt’ Her mum went mental saying ‘she’s fucking 3 years old you prick’ Wife stormed out, kids crying. Loads of blokes clapping
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The consensus that global oil demand will peak by 2030 is wrong, starting to crack, and its crumbling and collapse will be the next big structural "surprise" in energy. Near term oil balances may be soft, but we're structurally short medium term. Long held view. Sticky with
Big Oil heeds call to ‘drill, baby, drill’ as green transition slows
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This is Orsted, a wind turbine manufacturer, who today is diluting their shareholders by ~40% and is down 84% from their 2020 high. We've all been lied to for too long: there is NO energy transition as the demand for oil, coal, and natural gas continues to hit all-time highs and
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“Dans tous les stades je chanterai!” Me and my mate Alex in the away end at Montpellier: two English lads who fell in love with Red Star during 2020 - now going into our 6th season and going to silly lengths to follow this club up and down France.
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Same for natural gas. New @IEA quarterly report: "natural gas demand growth is forecast to accelerate in 2026, sending total demand to a new all-time high." Peak by 2030, as IEA previously projected, seems highly unlikely.
BREAKING: In its semi-annual report, @IEA revises higher its estimate of global consumption in 2024 to a record high of ~8.79 billion metric tons (from ~8.77 billion previously). IEA also anticipates a new demand all-time high in 2025, before dropping in 2026 | #CoalTwitter
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How reliable is oil market data now, given past IEA-OPEC divergence and confusion as markets await OPEC+ July 6th meeting outcome? Click here to access full podcast: https://t.co/QwQF0Yc0dF
#OOTT #OilMarkets #OPEC #IEA
#EnergyData #MarketOutlook #CrudeOil
@NeilAtkinson58
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If OPEC+ quotas exceed output, which data source accurately reflects real production? Click here to access full podcast: https://t.co/7ZbvX14qj5
@NeilAtkinson58 @IEA @OPECnews #OPEC #OOTT
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