Green hydrogen is stalling: only 7% of planned global capacity finished on schedule. Geologic "white" hydrogen in Earth's crust could serve hard-to-abate industries without that cost barrier. #Hydrogen#Energy#Decarbonization#Oil
Gulf crude exports ex-Iran hit at least 16.5M bpd in September, matching the prewar average, but only ~60% crossed Hormuz vs 83% before—pipelines and STS transfers are eroding Iran’s chokepoint leverage. #Oil#Hormuz#Iran#Energy#Crude
Trump says South Korea's U.S. investment deal now includes $8.4 billion for an enhanced oil recovery project. Seoul's industry ministry says that EOR funding was never agreed and has asked Washington for clarification. #Oil#EOR#Energy#US
Iranian oil and petroleum products have started flowing to Tajikistan, with deliveries beginning in late August. Dushanbe has asked for up to 2.55 million tons a year as it seeks alternatives to Russian fuel. #Oil#Iran#Tajikistan#Sanctions
U.S. oil rigs edged up by 1 to 456 even as the total oil-and-gas count fell to 598, Baker Hughes said. Crude output hit 13.955 million bpd, while Brent slipped to $101.10 on Europe's reserve release. #Oil#Drilling#WTI#Brent#Energy
