CFS Files PJM Interconnection Request, Edging Toward Deployment
⚛️Commonwealth Fusion Systems has formally filed an interconnection request with PJM. It's not just process mumbo-jumbo, but instead a step toward figuring out how practical deployment would work. I'll have more later this morning in Future of Energy. #fusion #energy #nuclear
Investors Prefer Brent Dates, Futures Marriages Mislead Markets
Investors and media have often dated Brent but married futures (thanks, I'll be here all week). A lucid new @CSIS primer explores this dynamic and why it sends false signals — a hot topic these days. Link in next post....
Interviewing T1 Energy CEO on Texas Renewable Boom
Looking forward to this event. I'll be interviewing T1 Energy CEO Daniel Barcelo about the Texas renewables boom. #energy #solar
Energy Secretary Warns Iran May Block Hormuz Oil Routes
Energy Secretary Chris Wright tells @CNN's @jaketapper that future oil blockades on Iran are possible after this conflict if Iran tries to close the Strait of Hormuz in the future. #energy #OOTT #IranWar (1/3)
AI Surge May Finally Boost Carbon Capture Economics
Interesting look via @axios' @AmyAHarder about whether the AI boom can finally create escape velocity for carbon capture in the power sector. Big tech has lots of money but the economics are still tough. Link in next post. #energy #climate...
IMF Graphic Reveals Iran War’s Massive LNG Impact
😬Known info but still a stunning #IranWar #LNG graphic via the IMF's wider analysis of the war's impact. Link in next post. https://t.co/KokCb7gPBa
Reopening Hormuz Likely Messy, Iran Controls Every Barrel
RBC Capital Markets' @CroftHelima and co: "[W]e think the mechanics of reopening the Strait will be exceedingly messy, with Iran potentially having a vote on nearly every barrel that exits the waterway until Gulf countries can build more alternative access...
ARPA‑E Announces Record Fusion Funding Amid Trump Cuts
Exclusive via @axios' @AmyAHarder: DOE's ARPA-E will will today unveil record fusion funding even as President Trump seeks to cut other parts of the federal fusion budget. Link in next post. #energy #climate #AI
Ground-Level Insights From CERAWeek Highlight Energy AI Trends
⚡️Via @axios' @AmyAHarder, a short and smart view from the ground at #CERAWeek in Houston. Link in next post. #energy #OOTT #datacenters #AI #Iran
CERAWeek Highlights: Fusion, AI, and Energy Insights
👀ICYMI: Here's this morning's @axios Future of Energy newsletter from #CERAWeek, the Catalina Wine Mixer of western hemisphere #energy conferences. Some behind-the-scenes color, a fusion scoop, AI news, and more. Link in next post. #LNG #OOTT
Clarifies US‑Japan SMR Investment for Tennessee, Alabama
⚛️This @barronsonline piece by @avibarrons is the most informative thing I’ve seen on the rather vague U.S.-Japan investment announcement aimed at spurring construction of GE Vernova Hitachi SMRs in Tennessee and Alabama. Link in next post. #nuclear #energy
X-Energy Launches IPO for Small Modular Reactors
🚨Small modular reactor and nuclear fuel startup X-energy is going public via IPO. #energy #nuclear link to @axios’ @ChuckMcCutcheon’s item in next post.
IEA Chief Says Larger Oil Release Possible if Needed
🚨IEA head Fatih Birol says a wider release than the 400 million barrels announced last week is doable if needed. Full comment at briefing below. #OOTT #EnergyMarkets #energy #IranWar https://t.co/B67fHqNQ73
IEA to Decide Coordinated Emergency Oil Release Today
🚨The International Energy Agency is convening member governments later today to decide whether to conduct a coordinated release from members' emergency oil stockpiles. #energy #OOTT #IranWar
Oil Market May Be Overly Complacent, New Analysis Shows
Is the oil market too complacent right now? New @axios piece explores the question. #OOTT #energy (1/2)