Liam Denning

Hi folks- I’m a petroleum analyst that monitors and forecasts prices and have been doing so for 20 years. While my analysis is not political, some of my job is to weigh political impacts. I’m happy to share credible non hype information on fuel prices with you and would love to earn your follow.

For Energy, ESG Now Means Economics, Security and Geopolitics With “energy dominance” comes great turbulence. President Donald Trump’s open-ended war against Iran reflects a US seemingly unconstrained by energy needs and ready to wield its own fossil fuels as in...

Energy in an age of power
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

For Energy, ESG Now Means Economics, Security and Geopolitics With “energy dominance” comes great turbulence. President Donald Trump’s open-ended war against Iran reflects a US seemingly unconstrained by energy needs and ready to wield its own fossil fuels as in...

Oil jumps, sure, but the Iran War's real beneficiaries are renewables, nuclear - and coal
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

For Energy, ESG Now Means Economics, Security and Geopolitics With “energy dominance” comes great turbulence. President Donald Trump’s open-ended war against Iran reflects a US seemingly unconstrained by energy needs and ready to wield its own fossil fuels as in...

"A more fragmented world means higher costs & disruptions for countries relying on imported fuels. Domestically produced energy, chiefly in the form of electricity, becomes more attractive" - @liamdenning.bsky.social on the new "ESG" case for cleantech

Gift link: www.bloomberg.com/opinion/arti...

Chart showing big rise in native-born US employment in 2025 and big drop from December 2025 to January 2026 (caused by revisions in population estimates)

Hey, remember the native-born jobs boom? It's officially over (and was a statistical mirage to begin with) www.bloomberg.com/opinion/arti...

The US swing from net energy importer to exporter is huge: Equivalent to the entire annual energy supply of India.
One big reason Trump gambled on Iran
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

Ford and GM Are Running Out of Time to Reinvent Themselves The essential accoutrement for auto executives this year was a cap. As in, of the red baseball variety. Tesla Inc.’s Elon Musk had one virtually glued to his head (for a little while anyway). His more...

Iran War not great for Detroit's retreat to trucks
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

For Energy, ESG Now Means Economics, Security and Geopolitics With “energy dominance” comes great turbulence. President Donald Trump’s open-ended war against Iran reflects a US seemingly unconstrained by energy needs and ready to wield its own fossil fuels as in...

Energy in an age of power
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

All else equal, $100 crude would imply average ~$4 gasoline

The Iran War and energy’s new ESG
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...

The US swing from net energy importer to exporter is huge: Equivalent to the entire annual energy supply of India.
One big reason Trump gambled on Iran
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

Wondering when we will start seeing "I did that!" stickers on gas pumps, but with an image of Trump pointing rather than Biden

For Energy, ESG Now Means Economics, Security and Geopolitics With “energy dominance” comes great turbulence. President Donald Trump’s open-ended war against Iran reflects a US seemingly unconstrained by energy needs and ready to wield its own fossil fuels as in...

Oil jumps, sure, but the Iran War's real beneficiaries are renewables, nuclear - and coal
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

For Energy, ESG Now Means Economics, Security and Geopolitics With “energy dominance” comes great turbulence. President Donald Trump’s open-ended war against Iran reflects a US seemingly unconstrained by energy needs and ready to wield its own fossil fuels as in...

Iran and the unintended consequences of US “energy dominance”
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...

The Iran War and energy’s new ESG
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...

YOUR JOB IS TO PICK THE MOST AWFUL ACTOR POSSIBLE TO PLAY JAMES BOND. GO! Ricky Gervais.

Man you want to participate in something and then someone gives an answer so objectively correct that there’s no point adding onto it

Congestion Pricing Wins in Court After Lengthy Battle With Trump

BREAKING: A federal judge on Tuesday ruled that New York’s congestion pricing toll is legal and may continue, handing a major victory to the state in its defense of the first-in-the-nation traffic reduction plan, which the Trump administration had tried for more than a year to kill.

Donald Trump’s dangerous ‘war of whim’ Anyone who claims to know where this conflict will go is bluffing

"The fog of war starts in Trump’s mind"
via @edwardluce.bsky.social
www.ft.com/content/611e...

OpenAI Steps Over a Red Line Anthropic Refused to Cross After announcing a sudden and surprising deal with the Pentagon, OpenAI co-founder Sam Altman moved quickly this weekend to show he had won meaningful concessions from military leaders.

For a while, Anthropic was the Lyft to OpenAI's Uber -- a company with a better reputation but ultimately doing the same thing.

Now the line dividing the two leading AI firms glows bright red.

My @opinion.bloomberg.com column this morning (🎁) : www.bloomberg.com/opinion/arti...

Iran Strikes Feel Like 2003 All Over Again Less than a year ago, US President Donald Trump gave a speech in the Middle East in which he excoriated his predecessors for their habit of launching “forever wars” in that region. Alluding to the Ame...

“If ever history demanded that Congress reclaim its constitutional monopoly in declaring war, that moment is now.”
www.bloomberg.com/opinion/arti...

I wonder if the Trump admin will end up coordinating crude draws with that woke IEA they deride

Anthropic responds to Hegseth. www.anthropic.com/news/stateme...

Trump’s Ambitions for Iran Are Now Clear: He Wants Everything US President Donald Trump never did explain to Congress or anyone else what his justifications and goals would be for attacking Iran. Now, with “Operation Epic Fury” underway, we know. The answer was ...

The US goal for an Iran strike proved to be "Everything." But one aim will rule them all and that's regime change, making this an existential and unpredictable fight. My column for Bloomberg @opinion
www.bloomberg.com/opinion/arti...

Reposting. Still my personal opinion.

The implied utter disregard for the polling is worth noting

Casey Means Lacks the Right Stuff to Be America’s Top Doctor Casey Means, a wellness influencer, entrepreneur, and physician, this week tried to convince the Senate Health Committee that she is up to the task of serving as the US surgeon general.

At this week's Senate hearing, Casey Means tried to lean into her MAHA appeal, arguing she'd focus on politically palatable issues like healthy food & a healthcare system centered on prevention. But her equivocating on vaccines, birth control, etc made clear: she isn't up to the top doctor job. 🎁:

This $26.5 Billion Power Loan Is All About the Midterms If you want to gauge the political temperature around utility bills and the datacenter boom, the Department of Energy just made its biggest loan in history to help keep a lid on utility bills in a dat...

The DoE’s biggest loan ever is a sign of how energy bills are shaping the midterms
@opinion.bloomberg.com

www.bloomberg.com/opinion/arti...

Are gas prices below $2, as Trump promised?

Not even close, @liamdenning.bsky.social says 🎥

AIs can’t stop recommending nuclear strikes in war game simulations Leading AIs from OpenAI, Anthropic and Google opted to use nuclear weapons in simulated war games in 95 per cent of cases

AIs can’t stop recommending nuclear strikes in war game simulations

Leading AIs from OpenAI, Anthropic and Google opted to use nuclear weapons in simulated war games in 95 per cent of cases

www.newscientist.com/article/2516...

Longest SOTU = England's loudest band