Sign in

Jamie Smyth

@jamiesmythft.bsky.social
3.4K followers 250 following 244 posts

US energy editor Financial Times based in NYC - after reporting stints in Sydney, Dublin and Brussels.

PostsRepliesMedia
Jamie Smyth @jamiesmythft.bsky.social · 12h
US refiners reap windfall as wars push up fuel prices for consumers: the 8 listed independents are on course for $32.4bn profits over past 6 months- a fourfold increase on last year as.ft.com/r/6866657d-7... @financialtimes.com
as.ft.com
US refiners reap windfall profits as wars push up fuel prices for consumers
Oil producer income has drawn scrutiny but lower-profile refiners have posted a fourfold increase in margins
52916
Jamie Smyth @jamiesmythft.bsky.social · 25/09/2026
Oilman Scott Sheffield bought a ranch from actress and green activist Jane Fonda for fly fishing and has seen climate change impacts. ‘We’re warming. I see it here’ as.ft.com/r/83b6c970-d... @financialtimes.com
as.ft.com
Oilman Scott Sheffield: ‘We’re warming. I see it here in this ranch’
The Pioneer founder bought his adobe-style 2,300-acre property in New Mexico from eco-activist Jane Fonda 10 years ago, an irony that is not lost on him
1143
Jamie Smyth @jamiesmythft.bsky.social · 24/09/2026
Shale magnate Scott Sheffield accuses Exxon of ‘smear campaign’ to block board seat in book that lifts the lid on his bitter $60bn merger battle with FTC @financialtimes.com as.ft.com/r/dd9b818a-d...
as.ft.com
Shale magnate Scott Sheffield accuses Exxon of ‘smear campaign’ to block board seat
Pioneer Natural Resources founder says oil major and regulators ‘orchestrated’ allegations of Opec collusion against him
161
Jamie Smyth @jamiesmythft.bsky.social · 20/09/2026
Chevron plans a drilling spree as it overhauls oil and gas search and makes an"exploration moonshot" with a new AI tool with 90% accuracy in discoveries @financialtimes.com as.ft.com/r/bb5a2cbf-2...
as.ft.com
Chevron plans drilling spree as it overhauls oil and gas search
Kevin McLachlan hopes to replicate the exploration turnaround he achieved at TotalEnergies
0168
Jamie Smyth @jamiesmythft.bsky.social · 17/09/2026
Holtec founder says he pulled the company's IPO over a ‘perfect storm’ in AI data center sector that is now buffeting the nuclear energy industry as.ft.com/r/0cec7f41-e... @financialtimes.com
as.ft.com
Holtec pulls IPO over ‘perfect storm’ in AI sector, founder says
Kris Singh says market sentiment against data centres had dented flotation
072
Jamie Smyth @jamiesmythft.bsky.social · 15/09/2026
Exxon wins Texas approval for carbon capture storage project after big battle over safety and subsidies, as it seeks to build world's largest CCS project @financialtimes.com as.ft.com/r/347ee26e-9...
as.ft.com
Exxon wins Texas approval for $5bn carbon capture project
State regulators greenlight plan after lengthy battle over safety and subsidies
098
Jamie Smyth @jamiesmythft.bsky.social · 13/09/2026
Trump’s vision of Alaska as LNG superpower confronts an $80bn test, as Gentry Beach's Polar LNG and Glenfarne's Alaska LNG market the projects at world's biggest gas event as.ft.com/r/964c3f38-b... @financialtimes.com
as.ft.com
Trump’s vision of Alaska as LNG superpower confronts an $80bn test
Alaska LNG and Polar LNG face a series of financing, logistical and legal hurdles to tap massive gasfields
1128
Jamie Smyth @jamiesmythft.bsky.social · 10/09/2026
Big Tech has replaced Big Oil as Public Enemy No 1 due to data center backlash, says top US shale boss- adding young people are flocking back to the 'cool' oil industry ft.com/content/b056... via @ft
ft.com
Big Tech has replaced Big Oil as Public Enemy No 1, says US shale boss
Diamondback Energy CEO Kaes Van’t Hof says oil companies are no longer viewed as pariahs by young people seeking a well-paid career
3142
Jamie Smyth @jamiesmythft.bsky.social · 01/09/2026
Legal, financial and political risks dent Trump’s 65bn-barrel deal to revive Venezuela’s oil sector @financialtimes.com as.ft.com/r/6bac391a-2...
as.ft.com
Can Donald Trump’s 65bn-barrel deal revive Venezuela’s oil industry?
Analysts warn agreement may not succeed in attracting investment from US groups and could destabilise country’s interim president
1142
Jamie Smyth @jamiesmythft.bsky.social · 31/08/2026
The missing piece in Donald Trump's oil and gas boom: jobs. Employment has fallen by about 13,000 people while production and profits surged as.ft.com/r/5e8654cb-2... @financialtimes.com
as.ft.com
The missing piece in the US oil and gas boom: jobs
Production and profits are rising strongly but industry employment has fallen since Trump came to power
1268
Jamie Smyth @jamiesmythft.bsky.social · 27/08/2026
The US Army is spending $2.2bn to deploy microreactors at military bases, as Washington steps up competition with China and Russia on nuclear energy @financialtimes.com as.ft.com/r/4b71650f-c...
as.ft.com
The US Army’s $2bn push into the nuclear power race
The military awarded contracts to five companies to build and operate first-of-a-kind nuclear microreactors at five bases across the country
2125
Jamie Smyth @jamiesmythft.bsky.social · 25/08/2026
How extreme weather threatens energy security— from jellyfish swarms to ‘Super El Niño’— and why business needs a reminder about climate risks @financialtimes.com as.ft.com/r/d91af155-e...
as.ft.com
How extreme weather threatens energy security — from jellyfish swarms to ‘Super El Niño’
Policymakers, businesses and media need to focus more attention on how climate change will impact energy systems, warn scientists
2187
Jamie Smyth @jamiesmythft.bsky.social · 24/08/2026
US plans nuclear-powered merchant fleet to challenge China’s shipbuilding dominance @financialtimes.com as.ft.com/r/2d9a3774-1...
as.ft.com
US plans nuclear-powered merchant fleet to challenge China’s shipbuilding dominance
British company Core Power plans its first vessel in 2028 following partnership deal with Trump administration
5104
Jamie Smyth @jamiesmythft.bsky.social · 20/08/2026
Harold Hamm and Swiss trading house Mercuria launch multibillion-dollar plan to drill Argentine shale, as Maga devotees cash in on Pres. Milei investment incentives as.ft.com/r/a6c87852-a... @financialtimes.com
as.ft.com
Harold Hamm launches multibillion-dollar plan to drill Argentine shale
Trump ally partners with trader Mercuria in latest move targeting South American nation’s oil
2173
Jamie Smyth @jamiesmythft.bsky.social · 14/08/2026
US nuclear negotiator Ernest Moniz: ‘Iran has home-court advantage’ - he outlines a plan to prevent an arms race in the Middle East and warns about Trump's very dangerous "anti-science" agenda as.ft.com/r/fbe72ee4-2... @financialtimes.com
as.ft.com
US nuclear negotiator Ernest Moniz: ‘Iran has the home-court advantage’
The architect of the 2015 deal with Tehran on how to prevent a new arms race in the Middle East
194
Jamie Smyth @jamiesmythft.bsky.social · 14/08/2026
BP joins Big Oil return to post-Maduro Venezuela by teaming up with UAE's national oil company and a Qatari company with links to the Trump family as.ft.com/r/d8568e3e-7... @financialtimes.com
as.ft.com
BP joins Big Oil return to post-Maduro Venezuela
British company among winners of offshore licence less than nine months after US toppled Caracas strongman
131
Jamie Smyth @jamiesmythft.bsky.social · 11/08/2026
Panama Canal auction fees hit record high as El Niño and Iran war choke vital shipping lane @financialtimes.com as.ft.com/r/9b58e9f4-f...
as.ft.com
Panama Canal fees hit record high as El Niño and Iran war choke shipping
Falling water levels caused by weather phenomenon could limit transit slots through crucial maritime passageway
0151
Jamie Smyth @jamiesmythft.bsky.social · 06/08/2026
California sues DuPont over alleged fraud to avoid ‘forever chemicals’ liabilities. It follows 3M's failed attempt to use a complex bankruptcy scheme to limit billions of dollars of personal injury claims in 2023 as.ft.com/r/989941f9-f... @financialtimes.com
as.ft.com
California sues DuPont over alleged effort to avoid ‘forever chemicals’ liabilities
State’s attorney-general says lawsuit involves ‘first-of-its-kind’ litigation
03813
Jamie Smyth @jamiesmythft.bsky.social · 06/08/2026
ConocoPhillips chief Ryan Lance to step down after 14 years in the job, another of the oil industy old guard heading for the exit as.ft.com/r/44367e38-3... @financialtimes.com
as.ft.com
ConocoPhillips chief Ryan Lance to step down after 14 years
Third-largest US oil and gas company changes leadership as profits climb on war-driven price surge
1113
Jamie Smyth @jamiesmythft.bsky.social · 01/08/2026
Massive US tungsten discovery could run into Nasa roadblock, even as Chinese export restrictions cause prices of the defence industry metal to skyrocket as.ft.com/r/868ec5d3-f... @financialtimes.com
as.ft.com
Massive US tungsten discovery could run into Nasa roadblock
Miner may have found America’s largest deposit of crucial defence metal but space agency hinders development
1186
Jamie Smyth @jamiesmythft.bsky.social · 31/07/2026
Chevron and Exxon earnings soar as they cash in on surging crude and petrol prices, putting them on a collision course with President Trump who is threatening price interventions as.ft.com/r/94f0f706-2...
3147
Jamie Smyth @jamiesmythft.bsky.social · 29/07/2026
US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply deepening fears its ability to be the supplier of last resort to world is weakening @financialtimes.com as.ft.com/r/70119dab-2...
as.ft.com
US oil inventories fall to ‘precariously low’ level as Iran war disrupts supply
Decline could erode ability to supply Asian and European markets dependent on supplies from the Middle East
54227
Jamie Smyth @jamiesmythft.bsky.social · 29/07/2026
Brookfield and NextEra to build $100bn AI campus on ex-nuclear weapons site in Kentucky that played a critical role during the Cold War @financialtimes.com as.ft.com/r/e43243d2-0...
as.ft.com
Brookfield and NextEra to build $100bn AI campus on ex-nuclear weapons site
Canadian investment group to partner utility NextEra on data centre in Kentucky
083
Jamie Smyth @jamiesmythft.bsky.social · 19/07/2026
Oil ‘wildcatter’ who cracked Alaska looks to Venezuela for repeat success as oil exploration moves back into vogue @financialtimes.com as.ft.com/r/e20380fc-c...
as.ft.com
Oil ‘wildcatter’ who cracked Alaska looks to Venezuela for repeat success
Bill Armstrong’s draft deal with Caracas comes as he rides an exploration boom driven by Donald Trump
031
Jamie Smyth @jamiesmythft.bsky.social · 29/06/2026
How can we power AI data centres? China and the US are the clear frontrunners as they battle for tech leadership- but sourcing energy is a big challenge @financialtimes.com www.ft.com/content/99ce...
ft.com
How to power data centres
China and the US are the clear frontrunners in data centre rollouts as they battle for AI leadership
062
Jamie Smyth @jamiesmythft.bsky.social · 18/06/2026
Donald Trump’s ‘nuclear bros’: the young entrepreneurs backed by Silcon Valley racing to deliver an US atomic revival. Can they deliver- safely? @financialtimes.com as.ft.com/r/a933963a-8...
as.ft.com
Trump’s ‘nuclear bros’: young entrepreneurs race to deliver US atomic revival
Young founders backed by Silicon Valley and Trump race to start reactors despite experts’ safety fears
0114
Jamie Smyth @jamiesmythft.bsky.social · 16/06/2026
Canada could ease Asia's reliance on Middle Eastern oil and boost the continent's energy security: but who is willing to pay for Alberta's west coast pipeline? @financialtimes.com as.ft.com/r/459b21e5-4...
as.ft.com
Who will pay for Canada’s proposed west coast pipeline?
The project aims to send up to 1mn barrels a day to Asia and reduce reliance on the US
2123
Jamie Smyth @jamiesmythft.bsky.social · 16/06/2026
Canada could ease Asia's reliance on Middle Eastern oil and boost the continent's energy security: but who is willing to pay for Alberta's west coast pipeline? @financialtimes.com as.ft.com/r/4b95e04c-c...
as.ft.com
110
Jamie Smyth @jamiesmythft.bsky.social · 15/06/2026
Average US petrol price falls below $4 on deal to reopen Strait of Hormuz, easing pressure on Americans squeezed by the cost of living crisis as.ft.com/r/51b53e35-6... @financialtimes.com
as.ft.com
Average US petrol price falls below $4 on deal to reopen Strait of Hormuz
As cost at the pump declines to nearly two-month low, analysts warn risk of a surge ‘has not completely disappeared’
4124
Jamie Smyth @jamiesmythft.bsky.social · 13/06/2026
Investment firms join Donald Trump’s $100bn race for Venezuelan oil, setting up new funds and targeting underutilised oilfields as.ft.com/r/1f2800b9-6... @financialtimes.com
as.ft.com
Investment firms join Donald Trump’s $100bn race for Venezuelan oil
Lionheart Capital and Keo Energy create Nasdaq-listed company to pursue assets in Latin American nation.
010
Jamie Smyth @jamiesmythft.bsky.social · 03/06/2026
Donald Trump’s Iran war drains US oil stocks to their lowest level since 2004, triggering new warnings from analysts about a summer surge in prices as.ft.com/r/a65fef0f-4... @financialtimes.com
as.ft.com
Donald Trump’s Iran war drains US oil stocks to lowest level since 2004
Industry warns prices could soon jump as inventories reach ‘critically low’ threshold
24423
Jamie Smyth @jamiesmythft.bsky.social · 02/06/2026
Oil industry faces ‘gruesome’ demand shock from Iran crisis + a bonus item on the "car crash" boardroom battles at BP as.ft.com/r/8d19022f-a... @financialtimes.com
as.ft.com
Oil industry faces ‘gruesome’ demand shock from Iran crisis
The prospects for a rapid and full reopening of the Strait of Hormuz look bleak
45413
Jamie Smyth @jamiesmythft.bsky.social · 02/06/2026
US boosts nuclear fuel supply chain ahead of Russian import ban, as Urenco commits to bulding a new uranium enrichment plant in New Mexico @financialtimes.com as.ft.com/r/46d6eafa-4...
as.ft.com
US boosts nuclear fuel supply chain as Russia import ban looms
Urenco announces multibillion-dollar investment to build second uranium enrichment plant in New Mexico
0185
Jamie Smyth @jamiesmythft.bsky.social · 29/05/2026
Can Meg O’Neill, the no-nonsense former Exxon and Woodside executive, succesfully steer BP through its latest bloody boardroom battle? as.ft.com/r/d94e0bd3-3... @financialtimes.com
as.ft.com
Meg O’Neill, the no-nonsense CEO steering BP through crisis
The ‘bullying’ scandal that led to chair Albert Manifold’s removal coincides with an attempted turnaround
0103
Jamie Smyth @jamiesmythft.bsky.social · 28/05/2026
Oil prices are likely to rise over the next two months as crude inventories continue to decline due to the Iran war, warns Chevron CEO @financialtimes.com as.ft.com/r/53fb3ed2-9...
as.ft.com
Chevron CEO warns oil prices to jump over summer as supplies dwindle
Blockade in Strait of Hormuz has removed up to 13mn barrels a day from global markets and drawn down ‘shock absorbers’
0104
Jamie Smyth @jamiesmythft.bsky.social · 25/05/2026
Can Exxon build the world’s biggest carbon capture business, despite a rising public and political backlash in America's Deep South? as.ft.com/r/39b6fc7d-a... @financialtimes.com
as.ft.com
Can Exxon build the world’s biggest carbon capture business?
Oil major bets billions on technology but backlash on US Gulf Coast threatens its ambitions
012
Jamie Smyth @jamiesmythft.bsky.social · 15/05/2026
Abu Dhabi backs construction of a huge $13bn gas plant in Louisiana as the Middle East war spurs a new wave of LNG construction along the US Gulf coast @financialtimes.com as.ft.com/r/79c1bd27-9...
as.ft.com
Abu Dhabi backs $13bn US gas plant as Middle East supplies falter
Mubadala Energy, CPP Investments and BlackRock among investors providing $9.75bn for Commonwealth LNG
0174
Jamie Smyth @jamiesmythft.bsky.social · 14/05/2026
Suriname, South America's smallest and greenest country, is tying its future to a $10.5bn oil development- a video by the @financialtimes.com explores how wars in Iran and Russia are opening up new frontiers to Big Oil www.ft.com/video/2fbaa2...
ft.com
Why Big Oil is opening new frontiers | FT Film
Suriname, South America's smallest and greenest country, is tying its future to a $10.5bn offshore oil development led by TotalEnergies. As energy markets around the world reel from wars with Russia a...
092
Jamie Smyth @jamiesmythft.bsky.social · 12/05/2026
Oil majors return to Alaskan Arctic to replenish reserves, diversify from Middle East and capitalise on Trump's fossil fuel agenda, as state becomes ‘world’s hottest play’ @financialtimes.com as.ft.com/r/8adffb71-5...
as.ft.com
Oil majors return to Alaska as state becomes ‘world’s hottest play’
Exxon and Shell among those resuming Arctic exploration in Trump’s ‘drill, baby, drill’ era
020
Jamie Smyth @jamiesmythft.bsky.social · 07/05/2026
The top foreign investor in Cuba has pulled out of the country due to Trump's latest sanctions, dealing a savage blow to the communist nation's economy @financialtimes.com as.ft.com/r/20ea404a-4...
as.ft.com
Canadian miner Sherritt pulls out of Cuba on Trump sanctions fears
Termination of 32-year joint venture is a blow to communist island’s economy and could push up cobalt prices
022
Jamie Smyth @jamiesmythft.bsky.social · 07/05/2026
Can Europe close the AI gap with the US and China? Regulatory reform, investment boost and more data centers are needed, as Iran war heats up global competition @financialtimes.com as.ft.com/r/b1470c08-7...
as.ft.com
Can Europe close the AI gap with the US and China?
Also in today’s newsletter: a new company seeks to tackle the power constraints on European data centre growth
2103
Jamie Smyth @jamiesmythft.bsky.social · 25/04/2026
America’s bid for energy supremacy is being forged in war: a visual story on how the Iran war is reshaping global oil and gas flows as.ft.com/r/9c2dc918-f... @financialtimes.com
as.ft.com
America’s bid for energy supremacy is being forged in war
The US stands to benefit as war in Iran reshapes oil and gas flows, but Europe and Asia are wary of becoming too reliant on American supply
012
Jamie Smyth @jamiesmythft.bsky.social · 24/04/2026
Amazon-backed nuclear developer X-energy surges in trading debut, as investors flock to the latest stock offering tied to a revival in atomic energy @financialtimes.com as.ft.com/r/4be8f6e1-4...
as.ft.com
Amazon-backed nuclear developer X-energy surges in trading debut
Company taps rising demand for electricity from data centres to power AI boom
020
Jamie Smyth @jamiesmythft.bsky.social · 22/04/2026
Iran war drives Panama Canal lane prices to record high, as Asian buyers desperate for oil and gas scramble global shipping routes as.ft.com/r/8b42c8b9-0... @financialtimes.com
as.ft.com
Iran war drives Panama Canal lane prices to record high
Asian buyers seeking western crude push bids five times higher than pre-conflict levels
22413
Jamie Smyth @jamiesmythft.bsky.social · 20/04/2026
Data centre hopeful Fermi’s shares plunge as executives quit, raising questions over future of 'Donald J Trump Advanced Energy and Intelligence Campus' in Texas @financialtimes.com as.ft.com/r/a00c6414-b...
as.ft.com
Data centre hopeful Fermi’s shares plunge as top executives quit
Company co-founded by former Trump energy secretary beset by setbacks including loss of $150mn Amazon investment
0174
Jamie Smyth @jamiesmythft.bsky.social · 16/04/2026
US oil bosses warn Donald Trump to block Iran’s Strait of Hormuz toll, saying it could set a dangerous precedent that other countries could exploit as.ft.com/r/7592156f-0...
as.ft.com
US oil bosses warn Donald Trump to block Iran’s Strait of Hormuz toll
Executives step up lobbying to convince White House that Tehran controlling the strategic waterway sets dangerous precedent
54821
Jamie Smyth @jamiesmythft.bsky.social · 13/04/2026
Oil prices surged above $100 a barrel on Sunday following the breakdown of US-Iran talks and plans by Donald Trump to blockade the Strait of Hormuz @financialtimes.com as.ft.com/r/d67bb58d-a...
as.ft.com
Oil prices soar above $100 per barrel as hope fades of end to Iran war
[FREE TO READ] Crude had stabilised on optimism that a deal could be reached to reopen the Strait of Hormuz
140
Jamie Smyth @jamiesmythft.bsky.social · 09/04/2026
US oil exports to hit record this month as Iran war triggers race for supplies, with an "Asian armada" of 68 tankers on route to pick up cargos as.ft.com/r/b67e774e-1...
2318
Jamie Smyth @jamiesmythft.bsky.social · 09/04/2026
US oil exports to hit record this month as Iran war triggers race for supplies, with an "Asian armada" of 68 tankers on route to pick up cargos as.ft.com/r/8e402599-8...
as.ft.com
000
Jamie Smyth @jamiesmythft.bsky.social · 08/04/2026
Exxon warns of $6.5bn hit from Iran war as hedging timing masks gains from surging oil + gas prices @financialtimes.com as.ft.com/r/0517636b-d...
as.ft.com
Exxon warns of $6.5bn hit from Iran war as hedging timing masks gains
[FREE TO READ] US oil group says bulk of impact on first-quarter earnings is accounting issue that will be offset as contracts complete
2177