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)
EPA Repeal Undermines Climate Superfund Litigation Strategy
📣NEWS: EPA's repeal of the endangerment finding is *already* surfacing in separate #climate litigation. Intervenors defending Vermont's "climate superfund" law today filed a motion saying repeal undercuts the EPA/DOJ position against the Vermont law. #energy #OOTT
Energy Firms Ramp up Lobbying for Venezuela Opportunities
👀 #Energy-related companies' interest in opportunities in #Venezuela is starting to show up in lobbying reports. Expect to see more of this K Street action, as we reported in this morning's @axios Future of Energy newsletter. #OOTT (1/3)
IEA Chief Stalls Net‑zero Commitment for Next Outlook
👀IEA head Fatih Birol, in press conference after ministerial meeting, does not commit to keeping the "net zero" scenario in the next flagship World Energy Outlook. Notes the last WEO just came out a few months ago, haven't considered the...