U.S. Solar Power Hits Record 304 TWh, Ten‑Fold Growth
U.S. SOLAR GENERATION increased to a record 304 billion kilowatt-hours (kWh) or 304 terawatt-hours (TWh) in 2024. Solar generation had increased ten-fold over the previous ten years from 29 billion kWh in 2014. Data prepared by the U.S. Energy Information Administration include 217 billion kWh of utility-scale solar photovoltaic generation and an estimated 84 billion kWh from small-scale generators:
Subsidized Renewables Force Nuclear Cycling, Raising Costs
More bad news for renewables Flooding a low-growth power system with subsidized wind & solar forces nuclear plants to cycle, not run steady. That raises wear, maintenance costs & financial stress, undermining the economics of existing reactors & making new nuclear harder...
U.S. Oil Production Holds Steady Despite Falling Prices
U.S. OIL PRODUCTION has defied expectations for a rapid and significant slowdown in response to lower prices: https://t.co/fMfoyip69Z
Japan Commits $36B to U.S. Energy, Led by SoftBank
Japan plans to invest $36 billion in US oil, gas and critical mineral projects 🇯🇵 🤝 🇺🇸 The most significant piece is a 9.2GW gas-fired power plant in Ohio. The investment will be led by SoftBank https://t.co/5io8koo0jd
Saudi Crude Shipments to China Hit Multi-Year High
Saudi Arabia’s projected March crude oil shipments to China are set to reach a multi-year high. When it comes to commodities, China is always the elephant in the room. Maybe this is a bullish sign? Stay tuned. https://t.co/d55SdnfvJv
Rising Demand Meets Intermittent Solar, Threatening Power Reliability
US electricity demand is rising quickly—and it can only be met with 24/7 reliable power. And yet most of the added electricity "capacity" in 2025 came from intermittent solar. If this continues, electricity prices will continue to rise due to reliable power...
Dar
This is consistent with all the chatter about the RVOs lately. Darling Ingredients CEO last week gave a range for BBD RVO of 5.25 - 5.6 billion physical gallons. Appears that half-RIN is dead and the compromise...
Flatlined Power Output Signals Efficiency, Not Decline
Demand is what dominates these electricity charts. Supply has followed demand in the US. Stop posting flatlined generation graphs as if they're evidence of US decline or stagnation. They're evidence of US efficiency and a switch to a knowledge economy.
Ford Pays Millions in Tariffs After Supplier Fire
"Tariffs, supplier fire continue to batter Ford" https://t.co/3FKQwD9ycE That Ford is having to pay millions in aluminum tariffs simply bc its domestic supplier caught fire is one of the better/stupider examples of US tariff policy today: https://t.co/eOL1o1zgXf
Central Banks Amass Record Gold, China Adds 357 Tonnes
Central banks around the world have spurred one of the largest gold-buying waves in history. The top 15 buyers added ~2,000 tonnes. China alone added over 357 tonnes since 2020. BUY GOLD, WEAR DIAMONDS. https://t.co/8Gm9M05oo3
India's Solar Overproduction Turns Boom Into Glut
Industrial policy, again: "India’s Solar Manufacturing Excesses Turn a Boom Into a Glut" https://t.co/VEeIUwYmoM https://t.co/r4CohxBgDI
Sanctions Spawn Shadow Fleet, Aging Tankers Scrapped in India
US sanctions squeezed Russian and Venezuelan oil shipping out of mainstream markets. A shadow fleet emerged. Now aging dark fleet tankers are arriving at Indian scrapyards at a record pace. SANCTIONS = WORKAROUNDS = UNINTENDED CONSEQUENCES. https://t.co/GddyWzZwZd
Wheat Export Inspections Outpace USDA Target by 59M Bushels
Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 59 million bushels, versus 61 million the previous week. #oatt
US Jan Soy Crush Beats Forecast, Stocks Surge 49%
🇺🇸NOPA U.S. crush, Jan. 2026: ▪️221.564 mln bu of soybeans ▪️Above avg trade guess of 218.52 mln ▪️+10.6% YOY; down 1.5% from Dec. 2025 ▪️Soyoil stocks 1.9 bln lbs ▪️Above all trade guesses (avg was 1.71 bln) ▪️+49% YOY; highest since April 2023 https://t.co/UItFPJlkd8
Guyana Gains as Venezuela's Maduro Falls, Boosting Investment
Guyana is the biggest winner from Maduro's ouster in Venezuela. "It removes the biggest barrier for foreign investment," said CSIS's Henry Ziemer Lower risk premium, faster development, higher upside. https://t.co/1Tpj1OK8dp #oil #Guyana #Exxon #geopolitics #energy
Guyana and Exxon Profit From Venezuela's Turmoil
Been saying this for a while: Guyana (and by extension Exxon) was a big collateral winner of Venezuela developments. https://t.co/QzfRIJKK1F
U.S. Corn Inspections Surpass Expectations, Soy Exports to China Strong
🇺🇸Last week's U.S. corn inspections easily beat all trade expectations (though they weren't a weekly record). FYI the previous week's corn volume was hiked significantly. Soy inspections were near the top end of estimates - 57% of the beans were...
Corn Leads Weekly Export Inspections, Soybeans Follow
Export inspections for the week ending Feb. 12 (mln bu): #corn 58.8, grain sorghum 9.5, #soybeans 44.2, #wheat 13.8 #oatt
US‑Iran Oil Talks Conclude Second Round, Third Round Pending
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments.
Iran and Russia Clash over China Oil Supply Rivalry
The oil ministers of Iran and Russia met today. Contrary to popular belief, Moscow and Tehran are now bitter rivals in the oil market as the size of the black market for crude shrinks. Both compete to supply China. (My earlier @Opinion...
Global Fiat Fears Boost Gold and USD Stablecoins
Wrong. Vast majority of gold buyers have been non Americans that are more worried that their own fiat currencies will lose value than they are about the USD losing value. And while foreign CBs purchased around $100B of gold...
Iran's Hormuz Drills Raise Risk Premium, Shrink Deal Space
Iran launched naval drills in the Strait of Hormuz “Maximum pressure” cuts both ways. Iran wants nuclear-only talk, while the US wants missiles and proxies too The “deal space” is small and the risk premium stays high. https://t.co/Gs9viHRneW #oil #Brent #Hormuz #Iran #geopolitics #energysecurity #OPEC...
Urgent Shift to Solar and Wind Over Gas
Forget climate change for the moment. One of the main reasons for supporting green energy is to reduce our reliance on gas for electricity generation. The Ukraine war has compromised access to Russian gas and this has had a massive...
Copper Price Surge Fuels BHP's Profit Growth
Who could have seen this coming? Higher copper prices are BHP's main profit driver. https://t.co/ifvnq0Y31l #BHP #copper #mining #commodities #energytransition #AI #electrification #China #ironore #markets
Sinokor's 120‑tanker Dominance Spikes Freight, Rattles Oil Markets
South Korean Sinokor now controls 120 oil tankers When one buyer controls the tradable fleet, charterers panic-book, freight spikes, and shocks bleeds into physical oil prices and spreads. https://t.co/Z2GsMyfbtl #oil #tankers #VLCC #shipping #freight #supplychain #sanctions #geopolitics #markets #energy
Solar Overtakes Nuclear; Nuclear Drops to Third by 2026
I've been cranking numbers. Full year 2025, it looks like nuclear power just about kept its nose ahead of wind and solar. But in H2 2025, while wind didn't quite overtake nuclear, solar did. In 2026 nuclear will drop to...
Trump's Presidency Keeps Oil Prices Higher, OPEC+ Cuts Production
The best—only?—argument that Trump is bearish for oil prices is that OPEC+ wouldn't have hiked crude production as aggressively last year in a world in which Harris was sitting in the White House.
Metal Volatility Reveals Hidden Market Shifts
Metal Volatility Changed Everything $GLD $SLV $BTCUSD $SPX $QQQ $IGV $XLK Sharp volatility in gold, silver, crypto and equities was easier to spot than most think. And why I study sector rotation, options structure, and investor confidence. https://t.co/PYmLxcJSCJ
IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews
Investors Bet on Oil Amid Growing Supply Threats
Oil investors bullish on proliferating supply threats Investors are increasingly bullish about the outlook for oil prices as potential risks to production and tanker traffic multiply - including threats of U.S. military action against Iran and stricter sanctions enforcement. Hedge funds and...
Companies Resume Price Hikes After Tariff Surge
"The Break Is Over. Companies Are Jacking Up Prices Again." "Such new price increases follow last year’s wave of tariff-driven price hikes" https://t.co/onoN6WYPHy https://t.co/OjVUbYFXnM
Oil Markets Now Price in Constant Tail‑risk
“Brent drops to $60 if Iran tension fades,” says SEB’s Bjarne Schieldrop. Sure — until the next mini-shock. That’s the point: this isn’t anomaly anymore It’s the baseline. Oil trades on recurring tail risk at the margin. https://t.co/qqfYS0QUG9 #oil #Brent #OPEC #Iran #geopolitics...
U.S. Gas Futures Hit Four‑month Low at $3/MMBtu
U.S. GAS futures prices have retreated to the lowest for almost four months after spiking during Winter Storm Fern. Front-month futures have fallen back to just $3 per million British thermal units (the lowest since mid-October). The front month has...
Bears Dominate Oil Market Narrative After Energy Week
COLUMN: In the oil market, the bears control the narrative — at least for now. (My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London) @Opinion https://t.co/Y3OHEhD4k5
Henry Hub Drops Below $3 on Warm Weather, Shale Supply
GAS MARKET: After a cold blast triggered sild price moves, US gas benchmark Henry Hub has fallen back below $3 per mBtu. Warmer temperatures and the irresistible supply force of the US shale revolution behind the pullback.
AI‑gas Hype Overlooks Real Grid Deliverability Constraints
The “AI drives a gas buildout” narrative skips the only thing that matters: DELIVERABILITY @marthamuir25 Turbine lead times are years & interconnection queues are jammed, The grid can’t supply firm power on schedule. Megawatts in press releases aren’t megawatts to the...
Floating LNG Cuts Risk, Revives Gas Exports
Onshore LNG is becoming a security and politics nightmare. That’s why floating LNG is back: faster build, smaller upfront risk And you can park it offshore instead of betting $20B on land stability Lease-and-move models make gas exportable again. https://t.co/wMnwOPoyxv #LNG #FLNG #energy #naturalgas...
California's Gasoline Costs Rise From Bahamas Imports
California has to import US gasoline via Bahamas Refinery closures + no Gulf-to-CA pipelines + the Jones Act = a logistics tax https://t.co/3dGBI24oXI #gasoline #California #energy #refining #JonesAct #shipping #supplychain #oil #inflation #markets
U.S. NatGas Spread Widens as Prompt Prices Drop
U.S. natural gas 12-month spread widened $0.10 (10%) on lower prompt price April contract fell $0.13 (4%) from $3.23 to $3.10 week ending February 13 Front-month price decreased $0.18 (5%) from $3.42 to $3.24 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG
Stockpile Buffers Risk, Not Replaces Chinese Supply
A $12B rare earth stockpile is a step in the right direction, but buying from China on the open market isn’t independence; it’s a piggy bank with a very fragile supply chain. Until we build domestic processing, this is a...
Egypt's Summer Power Surge Drives Record LNG Demand
Egypt expects electricity demand to increase by 7% this summer. That means strong demand for LNG imports. Egypt's LNG demand reached record high last year. 👇👇
Natural Gas Prices Dip, No Rally Expected
The natural gas party is over U.S. natural gas futures price fell $0.18 (5%) from $3.42 to $3.24 week ending February 6 My outlook suggests a modest floor Increase (~$0.25), not a rally forming #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas...
Europe Doubts US LNG Reliability Despite Past Optimism
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
Speculators Turn to Oil for Stability Amid Market Turmoil
Speculative money is leaning back into oil as traders look for stability in a volatile world writes @Ole_S_Hansen Oil is becoming the preferred risk exposure in an otherwise uncertain macro landscape. Relative calm in crude contrasts with violent reversals in precious...
EU's Fossil Imports Hit 58% of Energy Demand.
EU fossil imports met 58% of energy demand in 2023 - near pre-crisis levels - leaving consumers exposed to price shocks. Far above China (24%) & India (37%); only Japan (84%) & S. Korea (80%) rely more on imports. Graph: @ember_energy...
U.S. Gas Exports Set to Hit 20 Bcf/D by 2027
Drain America First U.S. natural gas exports rise toward 20 Bcf/d in 2027 #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas https://t.co/rmLKJzpmpS
Permian Drives US Gas Growth as Others Stall
U.S. natural gas supply growth Is peaking @yagelski @websterdrake Permian is the only play that's growing Other shale gas plays are flat or declining & conventional gas is in terminal decline #NaturalGas #EnergySecurity #ShaleGas #Permian #EnergyInfrastructure #SupplyConstraints #USGas
US Gas Demand Outpaces Infrastructure, Not Supply
Read your chart @yagelski It shows that the US is awash in natural gas DEMAND not supply Pipelines, storage & power-plant hookups lag demand, as they always do. This is an infrastructure problem, not a resource problem. #NaturalGas #EnergyInfrastructure #LNG #PowerMarkets #GridConstraints...
Oil Glut Exists Only in Models, Not Markets
The oil “glut” exists in models, not in physical barrels, writes @MeesEnergy Backwardation holds, volatility stays calm, and the barrels everyone talks about don’t show up in stocks. Models say surplus. The market says otherwise. #OilMarkets #OPECplus #Backwardation #EnergySecurity #SupplyRisk #ChinaOil...
RUB Strengthens as Oil Stabilizes, Gold Surges
Macro: MOEX flat as oil steadies and gold spikes; RUB strengthens (USD/RUB 76.65). Key drivers: commodity moves, stable RVI (24.9). Risks: commodity volatility, sanctions. Trade: buy selective energy exporters on RUB resilience. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov