iiinova — where your digital self keeps evolving

Henning Gloystein @hgloy.bsky.social · 09/10/2026

Sad choices by Trump - create more revenue just as Russia intensifies its conflict with NATO. That said, Russia won't deliver this fuel as that would trigger more domestic fuel shortages following Ukraine's attacks against Russian refineries.

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Henning Gloystein @hgloy.bsky.social · 29/09/2026

Anthropic warns of ‘existential risks to humanity’ in IPO prospectus - giftarticle.ft.com/giftarticle/... via @FT Would you invest in a firm (e.g. pharma) warning its product posed an 'existential risk to humanity' (e.g. pandemic) and which made $8bn loss on $4.6bn revenue?

giftarticle.ft.com

Anthropic warns of ‘existential risks to humanity’ in IPO prospectus

Long-awaited S1 filing reports Claude maker lost $8bn last year on $4.6bn in revenue

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Henning Gloystein @hgloy.bsky.social · 15/09/2026

Common AI... Really?? I even told AI off (which feels very stupid) and it apologised (which is weird). It all reminds me of inexperienced interns more than the end of humanity.

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Reposted by Henning Gloystein

Abbey @abbeythelab.bsky.social · 24/07/2026

I have decided to implement a 12.5% apple tariff on Wednesdays and Fridays All other days will be subject to a 10% tariff. Tariffs will be payable to my tummy along with breakfast. Fractional apples should be rounded up into a whole fruit. Thank you for your attention to this matter!

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Henning Gloystein @hgloy.bsky.social · 15/07/2026

This was the closest England got to a World Cup final since 1990. Back then the #ThreeLions lost to Germany. Though I'm half German, the defeat still lingers. I've always been an England fan. Tonight, we were so close. It wasn't to be. Argentina was a tad more hard nosed. Felicidades, Argentina!

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Abbey @abbeythelab.bsky.social · 01/07/2026

Happy Canada Day to all those that celebrate!!! 🇨🇦🍁🇨🇦 Labradors definitely like to celebrate! Pancakes, bacon & maple syrup for dinner?

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European News @eunews.social · 07/06/2026

Speaking in Madrid yesterday, Pope Leo XIV stated: "I encourage you to nurture the process of the European Union, which is not merely a counterweight to other powers, but a gift to humanity."

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Henning Gloystein @hgloy.bsky.social · 30/04/2026

No Return To Normal: Why The Iran War Will Permanently Rewire Global Energy Flows With thanks to the Editors, read the full article here in the Center for International Relations and Sustainable Development's Horizons magazine here: cirsd.org/horizon-arti...

cirsd.org

No Return To Normal: Why The Iran War Will Permanently Rewire Global Energy Flows - CIRSD

In these turbulent times, the first thing to recognize is that the widespread expectation that global oil and gas markets were moving into a period of abundance and low costs will not materialize. Tha...

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Henning Gloystein @hgloy.bsky.social · 28/04/2026

Hey @ssencommunity.bsky.social what's with the constant power cuts in Oxfordshire since Sunday? Bit of comms would be appreciated....

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Henning Gloystein @hgloy.bsky.social · 18/04/2026

#StraitOfHormuz incident: Indian supertanker attacked by Iran, confirmed by naval authorities. Nobody was hurt, and no oil spilled. The tanker has since turned away, out of the Strait. Still a serious escalation amid ongoing ceasefire talks btw #US and #Iran.

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Henning Gloystein @hgloy.bsky.social · 31/03/2026

Kuwaiti supertanker ‘Al Salmi’ was hit by #Iran, sitting fully laden offshore Dubai. No one was hurt and no #oil spilt. The incident confirms worries Iran would target the dozens of tankers sitting in the Gulf (most of them full of oil and chemicals), not just vessels exiting the #StraitOfHormuz

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Henning Gloystein @hgloy.bsky.social · 23/03/2026

Several tankers to India&China passing in/out of StraitHormuz. The ships show where China/India see shortages. The ships for China carry chemicals & LNG (manuf/power/transport). The India marked ships carry LPG (cooking). Still, most ships don't want to pass SoH, as seen in number of parked tankers.

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Henning Gloystein @hgloy.bsky.social · 12/03/2026

World maritime trade summarised: #APAC & #EMEA trade much more than #AMERS - #Asia dominates #container #shipping (goods), the #SouthernHemisphere #drybulk (mining), The #MiddleEast #tankers (normally), and there's also lots of inland tanker trading in Europe (to/from its chemical hubs)...

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Mujtaba Rahman @mijrahman.bsky.social · 12/03/2026

Growing concern in EU capitals that Trump is going to pressure the EU to clear up his mess in the Strait of Hormuz. Argument being: “You guys need the oil most, so you need to do the heavy lifting” on mine sweeping, naval-based air defence & the protection of shipping lanes

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Henning Gloystein @hgloy.bsky.social · 16/02/2026

Who’s Pulling the Strings on the World Stage? Ask Eurasia Group's Puppet Regime, says #NYTimes. Or (more seriously) listen to #Montel podcast asking if there's a geopolitical state of emergency? (I was kindly asked to participate). montelnews.com/podcasts/plu... www.nytimes.com/2026/02/16/a...

nytimes.com

Who’s Pulling the Strings on the World Stage? Ask the Puppets.

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Henning Gloystein @hgloy.bsky.social · 07/02/2026

There's several factors at play...

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Henning Gloystein @hgloy.bsky.social · 05/02/2026

#China + #India #oil imports flatlined in 2025 (14.78 mbpd/'25 vs 14.75 mbpd/'24). China imports even dipped, from an average of 10.06 mbpd in '24 to 9.98 mbpd in '25. With output growing, a supply overhang has been building. That helps explain why crude hasn't jumped more even amid #Iran risks.

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Bruce Springsteen @brucespringsteen.net · 28/01/2026

I wrote this song on Saturday, recorded it yesterday and released it to you today in response to the state terror being visited on the city of Minneapolis. It’s dedicated to the people of Minneapolis, our innocent immigrant neighbors and in memory of Alex Pretti and Renee Good. Stay free

youtu.be

Bruce Springsteen - Streets Of Minneapolis (Official Audio)

YouTube video by Bruce Springsteen

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Reposted by Henning Gloystein

POLITICO Europe @politico.eu · 24/01/2026

"The Kremlin is attempting to freeze Ukrainians to death," writes our correspondent in Kyiv. "But people are pressing on with their duties at temperatures where frostbite is a real danger." This is her account of life in a shivering city. 🔗 www.politico.eu/article/ukra...

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Henning Gloystein @hgloy.bsky.social · 09/01/2026

#Europe's #energy remains costly because of Russia's invasion of #Ukraine. Yet it's worth aknowledging how much has been achieved since the start of this war in early 2022. #Power & #gas prices have dropped substaantially. #Reneswables have expanded, #fossilfuel use has declined. That's progress.

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Henning Gloystein @hgloy.bsky.social · 05/01/2026

Check out Eurasia Group's #TopRisks2026 out just now. Risk #2: Overpowered is related to #energy and regards #electrification: #China has mastered it. The #US is ceding it. That will become impossible to ignore, globally. You can download the full report here: www.eurasiagroup.net/issues/Top-R...

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Reposted by Henning Gloystein

Melissa Chan @melissakchan.bsky.social · 03/01/2026

It’s old-fashioned to defend mainstream journalism these days but some of the most reliable reporting from people actually on the ground will be the AP and Reuters the next 24 hours. Your Substack journalist writing takes will be using frontline reporting from them.

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Henning Gloystein @hgloy.bsky.social · 20/12/2025

The likelihood of a snowy Christmas has collapsed across Germany (comparing 1961-1990 with 1991-2020), according to its meteorological service DWD.

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Henning Gloystein @hgloy.bsky.social · 11/12/2025

Natural gas is no longer expensive in Europe. That should also soon feed into lower wholesale electricity prices. See below a few details from my briefings. Let me know if you'd like to receive it.

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Henning Gloystein @hgloy.bsky.social · 08/12/2025

This is a very sad, and totally avoidable development. Purely down to bad and malicious politics.

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Henning Gloystein @hgloy.bsky.social · 13/11/2025

Peak #coal (finally)? 2025 Jan-Oct seaborne thermal coal volumes were lower than than in 2024 and 2023. It's possible this was a economy/weather related dip. Yet given strong growth in #renewables, #storage I reckon coal use for #power generation is in structural decline (i.e. it's peaked). 🤞

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Henning Gloystein @hgloy.bsky.social · 11/11/2025

To put it into context, #Ukraine has suffered 1,565 Russian air raids between 1 Sep and 10 Nov 2025 (that’s an average of 22 air raids per day), across all 141 of the country’s districts. 111 of those attacks targeting the capital and biggest city #Kyiv. If you can help, help.

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Henning Gloystein @hgloy.bsky.social · 11/11/2025

#Ukraine has suffered what may be the biggest attacks on its #energy infrastructure that any country has ever endured. #Russia has struck every power station plus its gas production, bringing available capacity to virtually zero–which to my knowledge has never happened to a nation.

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Henning Gloystein @hgloy.bsky.social · 08/11/2025

A Gob of Bassets? A Punch of Boxers?

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Henning Gloystein @hgloy.bsky.social · 14/10/2025

#EU #coal prices have plunged to around $90/t, the lowest level since May'21 amid a shift to #cleanpower & #renewables. Coal's power share in the EU has plunged from 40% in 1985 to just over 10%. It'll take some time to feed through, but lower fuel import reliance will bring down power costs too.

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Henning Gloystein @hgloy.bsky.social · 30/09/2025

Amazing little moments of serendipity. I bumped into my friend & #EurasiaGroup colleague Scott Young at #Toronto airport today. He was transiting British Columbia/Europe. Me the other way. Had two lovely beers at #AirCanadaCafe

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Henning Gloystein @hgloy.bsky.social · 26/09/2025

#China #US #India #Russia emit more than 50% of all #CO2. The #EU would also be near the top if it were counted as one. That means almost all #emissions come from the northern hemisphere and it explains why the #GlobalSouth demands #ClimateAction must first be taken by those that have emitted most.

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Henning Gloystein @hgloy.bsky.social · 24/09/2025

#Inflation has been a populist enabler in rich countries. It's outpaced #GDP growth for years, so most people have become poorer. It's toxic, esp since the super-rich get richer from equity booms/tax breaks. Gvts must urgently get growth over inflation to prevent a further rise of anger politics.

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Reposted by Henning Gloystein

Abbey @abbeythelab.bsky.social · 19/09/2025

I would like to apply to be part of the #GBBO cleanup crew My skills are: - making food disappear quickly - excellent handshakes - cleaning up spills

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Henning Gloystein @hgloy.bsky.social · 08/09/2025

#Oil intensity is falling in big economies (incl #China). It explains why oil demand growth is flatlining. Though there's a big outlier in #SouthKorea, which has taken on petrochemical/refining capacity as others have cut back, overal oil intensity has been declining for 20 years in big economies.

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Henning Gloystein @hgloy.bsky.social · 05/09/2025

#Electricity in #France on 3 Sep averaged -€13/MWh as #solar & #wind output soared. A problem for grid operators (power surges/drops can destabilize them), it signals the solution is to bring on batteries/lines to store/send surplus to times/regions of deficits/high prices. Result: lower avg prices.

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Henning Gloystein @hgloy.bsky.social · 04/09/2025

#China’s demographic peak (it's lost 25 million people sincce 2020) and its green boom since Covid mean its #oil demand has topped out. While #India’s demand will grow, its economy is less oil-thirsty and also greening so won't make up for China’s drop. Whisper it: may this mean peak oil demand?

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Henning Gloystein @hgloy.bsky.social · 28/08/2025

Growth in #LNG demand since 2022 has been negligible, and less down to structural demand growth and more due to winter weather patterns in the northern hemisphere, e.g. cold spell across Europe and North America in Jan-24, and a late winter cold snap in Europe in Mar-2025.

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Henning Gloystein @hgloy.bsky.social · 22/08/2025

The global share of combustion engines has plunged from 90% in 2019 to not much more than 50% in 2025. With #EV sales (incl. hybrids) to hit 20+ mln in 2025 we’ve reached levels forecast by the IEA’s most bullish scenario for 2030 in 2019-which was largely dismissed esp by the #oil industry.

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Henning Gloystein @hgloy.bsky.social · 11/08/2025

#China & #India Jan-Jul 2025 combined #oil imports were almost 3 mln bpd lower than that time 2024, depriving the market of what used to be its most important sources of demand growth. That, plus #OPEC supply increases, helps explain relatively low #crude prices despite #geopolitical tensions....

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Henning Gloystein @hgloy.bsky.social · 08/08/2025

#EU #economic conditions have improved. Perhaps the most promising trends: * fewer bankruptcies, * increased industrial production, * dip in unemployment, * reduced deficit & debt to GDP ratio. #GDP growth remains low and #US #tariffs won't help, but I'd say these are grounds for cautious optimism.

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Henning Gloystein @hgloy.bsky.social · 06/08/2025

The world’s richest countries may not be who you're thinking of if measuring by median wealth instead of the more comon #GDP per capita, or by income. That's because people in countries like #France #Italy #Spain accumulated property wealth over generations (more so than #Germany or even the #US)...

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