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Gavin Maguire

@gavinjmaguire.bsky.social
1.7K followers 670 following 353 posts

Global Energy Transition Columnist at Reuters. Formerly the Asia Commodities News Editor in Singapore. Currently based in Colorado. www.reuters.com/authors/gavin-magui…

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Gavin Maguire @gavinjmaguire.bsky.social · 17h
Renewables help US power system survive summer stress test: Surging demand from data centers + air con use put the US power system through a tough test this summer. But instead of triggering a jump in fossil-fuel use, renewables output carried much of the extra load www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Renewables help US power system survive summer stress test
Surging demand from data centers and air conditioners put the US power system through a tough test this summer. But instead of triggering a jump in fossil-fuel use, record renewables output carried mu...
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Gavin Maguire @gavinjmaguire.bsky.social · 05/10/2026
China's decision to suspend fuel exports for October has raised fresh fears of a further tightening in global markets. But a combination of rebounding crude oil imports and recent tax cuts on fuel exports makes India well-placed to fill the void. www.reuters.com/commentary/r...
reuters.com
COMMENTARY: India may be best placed to fill a China-sized hole in fuel exports
China's decision to suspend fuel exports for October has raised fresh fears of a further tightening in global markets.
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Gavin Maguire @gavinjmaguire.bsky.social · 02/10/2026
COLUMN: The energy transition is starting to feed itself The shift toward EVs, batteries and expanded power grids is driving a surge in demand for copper, rare earths, silver & other materials. But the electrification push is starting to create its own supply, too. www.reuters.com/commentary/r...
reuters.com
COMMENTARY: The energy transition is starting to feed itself
The shift toward electric vehicles, renewables, battery storage and expanded power grids is driving a surge in demand for copper, rare earths, silver and other materials. But the electrification push ...
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Gavin Maguire @gavinjmaguire.bsky.social · 01/10/2026
Bangladesh should be one of the global LNG industry's success stories, but instead it is a warning sign. www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Bangladesh's coal turn is a fresh bad sign for LNG exporters
Bangladesh should be one of the global LNG industry's success stories, but instead it is a warning sign.
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Gavin Maguire @gavinjmaguire.bsky.social · 29/09/2026
China's commodity imports show an economy that is becoming more electrified, more manufacturing-intensive and less oil-dependent, even as large parts of the traditional energy system remain in place. The result is a commodity basket that reflects a messy transition: www.reuters.com/commentary/r...
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Gavin Maguire @gavinjmaguire.bsky.social · 24/09/2026
Africa currently consumes under 5% of global energy supplies, and so is vastly overshadowed by other regions in assessments of current energy and pollution trends. But the region's aggressive cement plant construction plans may be about to change that. More below: www.reuters.com/commentary/r...
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Gavin Maguire @gavinjmaguire.bsky.social · 23/09/2026
The global energy transition shifts from generation to integration: Global electric grids are entering a new phase, with investment spending by utilities shifting from solar panels + wind farms to the infrastructure needed to make renewable-heavy power systems work. www.reuters.com/commentary/r...
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Gavin Maguire @gavinjmaguire.bsky.social · 22/09/2026
Rapid EV uptake drives a split in US fuel market: The steady rise in EVs across the US is creating a two-tiered fuel market, splitting motorists between those whose costs are dictated by global oil markets and those whose bills are determined by electricity rates. www.reuters.com/commentary/r...
Chart shows the prices to recharge an EV and refuel a gasoline car in each US state, and shows that EV charging is cheaper than refueling with gasoline in every state.
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Gavin Maguire @gavinjmaguire.bsky.social · 17/09/2026
The headline grabbing global attention is simple enough: a shipowner reportedly paid more than $5 million for a single Panama Canal transit slot. But that may only mark the start of an historic surge in shipping costs. www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Panama Canal stress shows the real shipping squeeze may still be ahead
The headline grabbing global attention is simple enough: a shipowner reportedly paid more than $5 million for a single Panama Canal transit slot. But that may only mark the start of an historic surge ...
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Gavin Maguire @gavinjmaguire.bsky.social · 16/09/2026
A record-strong El Nino weather pattern this winter bodes well for wind power generation potential across Europe, and could help limit the amount of gas required by utilities over Europe's peak heating demand period. www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Super El Nino may blow Europe's gas demand forecasts off course
A record-strong El Nino weather pattern this winter bodes well for wind power generation potential across Europe, and could help limit the amount of gas required by utilities over Europe's peak heatin...
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Gavin Maguire @gavinjmaguire.bsky.social · 08/09/2026
Southeast Asian nations have emerged as key drivers of China's clean-energy export boom, with the region making record purchases of energy storage batteries, grid equipment, electric vehicles and clean-power generation components so far this year. www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Southeast Asia emerges as a crucial driver of China's clean-tech exports
Southeast Asian nations have emerged as key drivers of China's clean-energy export boom, with the region making record purchases of energy storage batteries, grid equipment, electric vehicles and clea...
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Gavin Maguire @gavinjmaguire.bsky.social · 03/09/2026
Energy trade routes that optimize distance and costs may no longer be suitable for major importers. The end result is a shift away from the concentrated energy corridors of yore to a more dispersed network of supply lines that cost more and take longer: www.reuters.com/commentary/r...
reuters.com
COMMENTARY: Why oil importers are learning to live with longer trade routes
Energy trade routes that optimize distance and costs may no longer be suitable for the fractured and fractious modern world, especially for major importers.
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Gavin Maguire @gavinjmaguire.bsky.social · 01/09/2026
Fresh geopolitical tensions involving Iran, combined with accelerating US power demand from data centers, manufacturing and electrification, are likely to keep U.S. energy markets under close scrutiny in the months ahead. Here's a handy dashboard to help keep track: www.reuters.com/commentary/r...
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Gavin Maguire @gavinjmaguire.bsky.social · 26/08/2026
The world's energy traders are sending a consistent message about 2027: They do not expect global energy markets to become calmer anytime soon. From tanker freight rates to power futures, markets are pricing a future where geopolitical tensions remain high: www.reuters.com/commentary/r...
reuters.com
Seven charts point to tighter energy markets through 2027
The world's energy traders are sending a consistent message about 2027: They do not expect global energy markets to become calmer anytime soon.
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Gavin Maguire @gavinjmaguire.bsky.social · 21/08/2026
www.reuters.com/commentary/r... Record solar output is helping to shield Hungary's power system from the worst effects of the forced cutbacks at the country's only nuclear power plant, demonstrating that renewables can provide a critical layer of resilience in power systems. More below:
reuters.com
Solar gives Hungary's power system vital cover from nuclear fallout
Record solar output is helping to shield Hungary's power system from the worst effects of the forced cutbacks at the country's only nuclear power plant, demonstrating that renewables can provide a cri...
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Gavin Maguire @gavinjmaguire.bsky.social · 17/08/2026
India's power system just passed a historic tipping point: www.reuters.com/commentary/r...
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Gavin Maguire @gavinjmaguire.bsky.social · 13/08/2026
Combined electricity generation from Europe's wind + solar farms is on track to exceed output from gas-fired power plants for the longest stretch on record in 2026. That could mark a structural shift in Europe's gas market. www.reuters.com/commentary/r...
reuters.com
Europe's renewables boom is becoming a gas demand bust
The defining question of Europe's energy story over the past few years has been whether the region has enough gas. That query is starting to look outdated.
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Gavin Maguire @gavinjmaguire.bsky.social · 05/08/2026
For years, the energy transition narrative has pointed toward a future dominated by renewables and batteries, with natural gas eventually fading into the background. Yet the evolution of the U.S. power system suggests a more complicated reality. www.reuters.com/commentary/r...
reuters.com
Why natural gas isn't going anywhere in the US power system
For years, the energy transition narrative has pointed toward a future dominated by renewables and batteries, with natural gas eventually fading into the background. Yet the evolution of the U.S. powe...
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Gavin Maguire @gavinjmaguire.bsky.social · 31/07/2026
The good news about the global energy transition is that most of the key technologies now work. The bad news is that the energy transition's biggest obstacles are no longer scientific. Increasingly, they are administrative, logistical & political. Here's 5 examples: www.reuters.com/commentary/r...
reuters.com
Five infuriating energy transition fumbles
The good news about the global energy transition is that most of the key technologies now work.
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Gavin Maguire @gavinjmaguire.bsky.social · 29/07/2026
Washington has spent years trying to rebuild domestic manufacturing & reduce dependence on Chinese supply chains. Yet commodity flows show the US is simultaneously becoming an important supplier of the raw materials that keep China's industrial machine running. www.reuters.com/commentary/r...
reuters.com
The US is helping to fuel the Chinese factories it's competing with
A curious pattern is emerging in U.S.-China trade.
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Gavin Maguire @gavinjmaguire.bsky.social · 21/07/2026
Europe has one answer for almost every major energy challenge it faces: electrify. But building renewable power generation was relatively easy. Convincing millions of households, drivers and industrial firms to use more electricity may prove far harder. www.reuters.com/commentary/r...
reuters.com
Europe bets big on electrification. Now it needs people to plug in
Europe has one answer for almost every major energy challenge it faces: electrify.
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Gavin Maguire @gavinjmaguire.bsky.social · 16/07/2026
Europe's energy traders have spent recent weeks glued to maps of the Gulf. They should also be watching the Rhine. www.reuters.com/commentary/r...
reuters.com
Europe's next energy shock is drying up in plain sight
Europe's energy traders have spent recent weeks glued to maps of the Gulf. They should also be watching the Rhine.
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Gavin Maguire @gavinjmaguire.bsky.social · 15/07/2026
Turkey's hydro surge helps extend Europe's gas demand slump: Turkey's power producers have gained a powerful new advantage from an unlikely source: water. Surging hydro output has allowed utilities to slash nat gas use during Jan-May by the most in years. More: www.reuters.com/commentary/r...
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Gavin Maguire @gavinjmaguire.bsky.social · 08/07/2026
Europe's latest heatwave delivered an uncomfortable reminder that the continent's climate challenge doesn't stop at cutting emissions. Future-proofing road and rail systems may be the next frontier of climate investing: www.reuters.com/commentary/r...
reuters.com
Europe's next climate adaptation boom isn't solar panels — it's asphalt
Europe's latest heatwave delivered an uncomfortable reminder that the continent's climate challenge doesn't stop at cutting emissions.
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Gavin Maguire @gavinjmaguire.bsky.social · 02/07/2026
www.reuters.com/commentary/r... The latest data dump from the Energy Institute has landed, and as ever, it's an energy analyst's dream: sprawling, consistent and packed with signals about where the global system is heading.
reuters.com
Five charts that explain the energy world right now
The latest data dump from the Energy Institute has landed, and as ever, it's an energy analyst's dream: sprawling, consistent and packed with signals about where the global system is heading.
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Gavin Maguire @gavinjmaguire.bsky.social · 01/07/2026
Europe's solar sector is scaling new heights - yet the region's power markets are showing signs of growing stress. The output surge underscores the success of Europe's clean energy push, but also exposes a mismatch between when electricity is produced + used. More ⤵️ www.reuters.com/commentary/r...
reuters.com
Europe's solar boom is masking a growing strain on power markets
Europe's solar sector is scaling new heights - yet the region's power markets are showing signs of growing stress.
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Gavin Maguire @gavinjmaguire.bsky.social · 05/06/2026
US President Trump's push to revive the domestic coal sector taps into a potent mix of energy security, industrial policy and electoral politics. But the data show that coal's decline is unlikely to reverse. Here are reasons why these efforts may ultimately backfire: www.reuters.com/commentary/r...
reuters.com
Key reasons why Trump's push to save US coal sector may backfire
U.S. President Trump's push to revive the domestic coal sector taps into a potent mix of energy security, industrial policy and electoral politics. But the data show that coal's decline is being drive...
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Gavin Maguire @gavinjmaguire.bsky.social · 03/06/2026
While oil markets fixate on the disruptions to Middle East exports and surging U.S. supply in 2026, South America is quietly emerging as a key new source of global crude flows: www.reuters.com/commentary/r...
reuters.com
South America's stealthy ascent to key crude oil swing supplier
While oil markets fixate on the disruptions to Middle East exports and surging U.S. supply in 2026, South America is quietly emerging as a key new source of global crude flows.
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Gavin Maguire @gavinjmaguire.bsky.social · 01/06/2026
A near-record run of U.S. gasoline inventory drawdowns is flashing a stark warning for fuel markets: the system is losing its buffer just as seasonal demand crests. More in today's column: www.reuters.com/markets/comm...
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Gavin Maguire @gavinjmaguire.bsky.social · 27/05/2026
Many of Asia's largest cities are already gripped by above-normal temperatures that are prompting widespread use of power-hungry air conditioners weeks ahead of the usual peak in summer thermometer readings across the region. www.reuters.com/commentary/r...
reuters.com
Asia's early heat wave signals potential summer squeeze for coal and gas
Many of Asia's largest cities are already gripped by above-normal temperatures that are prompting widespread use of power-hungry air conditioners weeks ahead of the usual peak in summer thermometer re...
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Gavin Maguire @gavinjmaguire.bsky.social · 20/05/2026
Elevated crude oil prices have grabbed the most attention in the wake of the U.S.-Israeli war against Iran. But most economies run on fuels, not oil, and the sharp surge in diesel costs this year is likely to cause the most lasting economic damage. www.reuters.com/commentary/r...
reuters.com
Spare a thought for the world's biggest diesel importers
Elevated crude oil prices have grabbed the most attention in the wake of the U.S.-Israeli war against Iran. But most economies run on fuels, not oil, and the sharp surge in diesel costs this year is l...
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Gavin Maguire @gavinjmaguire.bsky.social · 14/05/2026
Russia - despite heavy sanctions and international isolation - is quietly playing a key role in cushioning global commodity markets from the full impact of the war with Iran and collapse in energy exports from the Middle East: www.reuters.com/commentary/r...
reuters.com
Russia's juiced-up energy exports cushion blow from Iran war fallout
Russia - despite heavy sanctions and international isolation - is quietly playing a key role in cushioning global commodity markets from the full impact of the war with Iran and collapse in energy exp...
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Gavin Maguire @gavinjmaguire.bsky.social · 08/05/2026
A durable peace breakthrough in the Middle East would ripple through markets far beyond crude oil, quickly stripping out risk premia that have been baked into everything from freight rates to fertilizer prices. Check out today's column for more: www.reuters.com/markets/seve...
reuters.com
Seven markets to track if peace breaks out in the Middle East
A durable peace breakthrough in the Middle East would ripple through markets far beyond crude oil, quickly stripping out risk premia that have been baked into everything from freight rates to fertiliz...
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Gavin Maguire @gavinjmaguire.bsky.social · 06/05/2026
Europe's solar surge has become one of the continent's most visible energy transition success stories. But even the staunchest clean power advocates are now sensing there can be too much of a good thing. More in today's column: www.reuters.com/business/ene...
reuters.com
Europe's solar glut shunts power system into tricky new transition phase
Europe's solar surge has become one of the continent's most visible energy transition success stories. But even the staunchest clean power advocates are now sensing there can be too much of a good thi...
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Gavin Maguire @gavinjmaguire.bsky.social · 27/04/2026
China's exporters of batteries, solar systems, electric vehicles and other clean energy components posted record sales last month as the Iran war and subsequent closure of the Strait of Hormuz cut off oil and gas supplies from the Middle East. More below: www.reuters.com/business/ene...
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Gavin Maguire @gavinjmaguire.bsky.social · 01/04/2026
Natural gas touches almost every corner of the U.S. economy, fuelling power plants, homes, factories and the booming LNG export sector. But the supply needed to meet all those uses is coming from an ever-narrower slice of America's shale patch. More below: www.reuters.com/business/ene...
reuters.com
US natural gas supply outlook hinges on three key shale basins
Natural gas touches almost every corner of the U.S. economy, fuelling power plants, homes, factories and the booming LNG export sector. But the supply needed to meet all those uses is coming from an e...
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Gavin Maguire @gavinjmaguire.bsky.social · 31/03/2026
Record output from wind farms has helped boost total clean power supplies in the United Kingdom to new highs so far in 2026, and allowed power firms to pare use of fossil fuels to multi-year lows. www.reuters.com/business/ene...
reuters.com
Record wind output helps shield the UK from worst of Iran war fallout
Record output from wind farms has helped boost total clean power supplies in the United Kingdom to new highs so far in 2026, and allowed power firms to pare use of fossil fuels to multi-year lows.
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Gavin Maguire @gavinjmaguire.bsky.social · 25/03/2026
When the missiles & drones eventually stop flying in the US-Israeli air strikes against Iran, a new contest is likely to get underway: the scramble for contracts to rebuild damaged oil & gas infrastructure - & influence - across the Middle East: www.reuters.com/markets/comm...
reuters.com
Which firms will clean up after the Iran war is finally over?
When the missiles and drones eventually stop flying in the U.S.-Israeli air strikes against Iran, a new contest is likely to get underway: the scramble for contracts to rebuild damaged oil and gas inf...
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Gavin Maguire @gavinjmaguire.bsky.social · 19/03/2026
Electricity prices in Eastern Europe and Italy have climbed faster than other parts of the continent so far in 2026, suggesting that Europe's most gas-dependent economies have been among the hardest hit so far from the ongoing U.S.-Israeli war on Iran.
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Gavin Maguire @gavinjmaguire.bsky.social · 18/03/2026
As the U.S.-Israeli war against Iran heads towards its fourth week, pressure is mounting on major economies dependent on fossil fuels to keep their power sectors, transport fleets, and homes and businesses running.
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Gavin Maguire @gavinjmaguire.bsky.social · 05/03/2026
The repercussions of the ongoing U.S.-Iran war are being felt across the world, with U.S. fuel prices, European natural gas costs and Asian tanker freight rates all jumping sharply since strikes began at the weekend. Here's a look at the key markets impacted so far: www.reuters.com/markets/comm...
reuters.com
Charting the widening impact of the Iran crisis on energy markets
The repercussions of the ongoing U.S.-Iran war are being felt across the world, with U.S. fuel prices, European natural gas costs and Asian tanker freight rates all jumping sharply since strikes began...
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Gavin Maguire @gavinjmaguire.bsky.social · 03/03/2026
The historically low levels of gas inventories across Europe could quickly become a major liability for utilities and industry across the region following the halting of LNG exports by world's third-largest producer Qatar. More in today's column: www.reuters.com/markets/comm...
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Gavin Maguire @gavinjmaguire.bsky.social · 03/03/2026
Some key commodities market price action since the latest Middle East strikes:
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Gavin Maguire @gavinjmaguire.bsky.social · 27/02/2026
European lawmakers are soon expected to unveil new policies on heat used by industry, which could determine if the region can maintain viable & competitive businesses or will experience a further hollowing out of its industrial base. A key topic for 2026: www.reuters.com/markets/comm...
reuters.com
Europe policymakers set for make or break decisions on industrial heat
European lawmakers are soon expected to unveil new policies on the forms of heat used by industry, which could determine if the region can maintain viable and competitive businesses or will experience...
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Gavin Maguire @gavinjmaguire.bsky.social · 19/02/2026
The scrapping of the foundation for U.S. federal climate regulations has upended energy investor narratives that have prevailed so far this decade, and is sparking a re-think on which sectors might now win and lose in the U.S. energy space. More here: www.reuters.com/markets/comm...
reuters.com
Winners and losers from the rollback of US climate policies
The scrapping of the foundation for U.S. federal climate regulations has upended energy investor narratives that have prevailed so far this decade, and is sparking a re-think on which sectors might no...
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Gavin Maguire @gavinjmaguire.bsky.social · 18/02/2026
U.S. exporters of LNG consumed more natural gas than both households and commercial businesses last year, tightening U.S. gas supplies and putting the LNG export boom squarely in the frame of discussions surrounding rising U.S. energy costs. www.reuters.com/markets/comm...
reuters.com
Booming LNG exports may get dragged into US cost-of-living debate
U.S. exporters of LNG consumed more natural gas than both households and commercial businesses last year, tightening U.S. gas supplies and putting the LNG export boom squarely in the frame of discussi...
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Gavin Maguire @gavinjmaguire.bsky.social · 13/02/2026
China's epic renewables boom lifts it into rare clean capacity club: The world's top polluter crossed a critical energy transition threshold in 2025 by deploying more clean power capacity than fossil fuel generation capacity for the first time. More here: www.reuters.com/markets/comm...
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Gavin Maguire @gavinjmaguire.bsky.social · 10/02/2026
Australia's wholesale electricity prices fell to the lowest in four years in 2025, bucking the rising price trends seen elsewhere and validating claims that renewables-heavy power system overhauls can help lower consumer power costs. More: www.reuters.com/markets/comm...
reuters.com
Australia's renewables boom delivers coveted power price payoff
Australia's wholesale electricity prices fell to the lowest in four years in 2025, bucking the rising price trends seen elsewhere and validating claims that renewables-heavy power system overhauls can...
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Gavin Maguire @gavinjmaguire.bsky.social · 06/02/2026
China's unmatched status as the global leader in clean energy technologies is perhaps best underscored by the massive reach of its EV exports, which hit nearly $70 billion in 2025 and spanned well over 150 countries and territories. More below: www.reuters.com/markets/chin...
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Gavin Maguire @gavinjmaguire.bsky.social · 30/01/2026
While N. America & Europe scramble to build data centers needed to run 21st-century businesses, emerging mkts remain anchored to 20th-century products like steel + cement for jobs + economic growth. That divergence is splitting energy transition trajectories, too. www.reuters.com/markets/comm...
reuters.com
Old-economy demands may stall emerging market decarbonization
While North America and Europe scramble to build the data centers needed to run 21st-century businesses, many emerging markets remain anchored to 20th-century products like steel, cement and plastics ...
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