Today's Energy Pulse
Strait of Hormuz closure hits 100 days but oil prices stay muted
The strategic waterway has been shut for 100 days, yet global oil prices have not surged. Following the U.S.–Iran deal announcement, Brent and U.S. crude slipped by about 4%, tempering expectations of a price spike.
Also developing:
By the numbers: JSW Energy acquires Maruti Clean Coal and Power Ltd for $170M
China’s Energy Build Drives GDP Growth While Europe Has a Drag From Low, Costly Energy
Europe’s heavy regulatory and permitting hurdles are driving persistently high energy costs and slowing renewable deployment, while China’s fast‑track, state‑driven energy strategy is rapidly expanding capacity. In 2025 China added over 430 GW of wind and solar, pushing total power capacity to 3,890 GW and allowing clean‑energy technologies to account for more than a third of its GDP growth. By contrast, the EU’s energy shock is projected to shave about 0.8 percentage points from euro‑area potential output by 2026. The divergent approaches underscore how energy policy directly shapes economic momentum.
Closing Hormuz Cuts Oil Supply, Money Can’t Fix It
You can paper over financial losses, but you can’t paper over lost barrels, says @LynAldenContact You can print money. You can’t print oil. Shut Hormuz and the problem isn’t financial—it’s physical. No barrels. No flows. No workaround. #IranWar #Hormuz #OilMarkets #EnergyCrisis #Geopolitics #SystemShock
Iran Poised to Weaponize Hormuz Despite Trump’s Dismissal
The intelligence was clear: Iran would retaliate asymmetrically, target regional assets, and weaponize Hormuz. Trump dismissed Pentagon concerns. The President has that right. But don't say “no one told me” when everyone did. https://t.co/akIhHjvwQh #IranWar #Geopolitics #EnergyCrisis #Hormuz #OilMarkets #Strategy
Oil Crisis Hitting Asia Foreshadows Tough Times for Europe
The war in Iran has effectively blocked the Strait of Hormuz, cutting global oil supplies by about 10 % and pushing Brent crude above $100 per barrel. The disruption also curtails LNG flows, tightening energy inputs for power and fertilizer production....
Mines Threat Alone Can Paralyze Hormuz Shipping
A few mines—or just the threat—is enough to close Hormuz Ships stop. Insurers pull back. Flows collapse. Clearing takes weeks to months. That’s the strategy: disruption without closure. #IranWar #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #SupplyChains https://t.co/DlAEMOcmJF
Premier Energies Launches 5.6 GW Solar Plant in India
Premier Energies commissions 5.6 GW solar module facility in India #energysky -- via pv magazine global: https://t.co/9F9vRXLZ6t
“The Panels Are Never Supposed to Fail:” Solar Contractor Takes Financial Hit From Troubled Australian Project
Sterling and Wilson Renewable Energy disclosed a financial hit after PV panels failed at an undisclosed Australian solar project under its O&M contract. The panel failures caused generation loss, triggering penalties and dragging quarterly margins down to roughly 18%, below...
Iran Closing Hormuz Strait: The Ultimate Conspiracy Theory
In case you have not read it. remember, the biggest conspiracy theory is Iran closing the Hormuz strait. Think about it!
Ten Injured in ONGC Offshore Platform Fire
India’s state‑run Oil and Natural Gas Corporation (ONGC) confirmed a fire on its SHP offshore platform at the Mumbai High field, located about 160 km off the Mumbai coast. The blaze was extinguished quickly, and normal production resumed shortly after. Ten...
Chinese Battery-Storage Supplier Sees Shipments Doubling in 2026
Beijing HyperStrong Technology Co., a leading Chinese energy‑storage supplier, announced it will more than double its shipments in 2026. The company projects deliveries of 70 gigawatt‑hours, up from 26 GWh in 2025, reflecting strong demand both domestically and internationally. Chairman Jianhui Zhang...
Trump’s Iran Ultimatum Spikes Oil, Fuels Market Volatility
Trump's 48-hour Iran ultimatum just sent oil futures through the roof. This geopolitical tension could spell trouble for broader markets. Going live in 2 hours to trade this volatility with our DOTS indicator signals. https://t.co/66dSROeuCi https://t.co/E2Zf77HxKR
Explosives Near Balkan Stream Gas Pipeline Spark Energy‑Security Fears Ahead of Hungarian Election
Serbian police discovered two backpacks of high‑power explosives near the Balkan Stream pipeline, an extension of Russia's TurkStream that feeds gas to Hungary. Hungarian Prime Minister Viktor Orbán called an emergency defence council meeting, while opposition leader Péter Magyar warned...
Self‑Charging Drones Boost Grid Resilience Through Autonomous Inspections
Nomadic #Drones Revolutionize Grid Resilience with #Autonomous, Self-Recharging Inspection Systems via @WevolverApp #EmergingTech #Innovation #Technology #Tech https://t.co/5ITvfsrFKQ
Ukrainian Drones Torch Russia's Key Novorossiysk Oil Hub
Today, Ukrainian drone strikes SET FIRE to Russia’s major oil export terminals in Novorossiysk. The port handles over half of Russia’s crude and petroleum product shipments. YOU DON'T WANT TO BE SHORT OIL. https://t.co/XlgmcpVhsH
De-Risking Offshore Wind Could Put Philippines Ahead in Clean Energy Race: GWEC’s Ann Francisco
The Philippines is accelerating offshore wind development, leveraging a World Bank‑identified 178 GW technical potential and launching its first dedicated offshore wind auction, GEA‑5, which offers 3,300 MW of fixed‑bottom capacity. Over 90 service contracts covering roughly 68‑69 GW have already been awarded,...
The Scottish Home Hydrogen Trial And The Ethics Of Delay
SGN’s H100 Fife project launches in Easter 2026 as Scotland’s first end‑to‑end home hydrogen system, but a detailed cost analysis shows it is dramatically more expensive than natural gas and heat‑pump electrification. The £32 million (≈ $40 million) trial, sized for up to 900 homes...
Bloom Energy Names AI‑Hardware Veteran Simon Edwards CFO to Accelerate Data‑Center Push
Bloom Energy announced that Simon Edwards, former CEO of AI‑hardware specialist Groq and veteran of GE Digital, will become chief financial officer on April 13. The hire is aimed at scaling the company’s solid‑oxide fuel‑cell solutions for the fast‑growing data‑center...
Solar Becomes Cheapest Capital-Intensive Energy Option
Solar is now the less capital-intensive option. More charts and graphs featured on today's Chartbook Top Links in the comment below https://t.co/Duvpz2wy16
‘Yes, We Can’: A Blueprint for a Clean Economy and Healthy Society
Nicholas Stern's new book "The Growth Story of the 21st Century" outlines a blueprint for a clean economy that can deliver prosperity, health, and sustainability. It revisits his earlier climate‑economics arguments, emphasizing that rapid decarbonisation is cheaper than climate damage...
BP Leading Effort to Develop Energy Deposits in Kazakhstan, Uzbekistan
BP is positioning itself as the lead developer of the Ustyurt Plateau’s newly identified natural‑gas reserves that span western Kazakhstan and Uzbekistan. The company signed an exploration agreement with KazMunayGaz on April 2 and is in talks with Uzbekneftegaz and Azerbaijan’s...
Azur Space Boosts Solar Capacity 25% Amid AI‑Driven Satellite Surge
Azur Space plans a 25pc solar cell capacity increase in 2026 as satellite demand rises with AI growth. https://www.metalnomist.com/2026/04/azur-space-solar-cell-expansion-signals.html
The Looming Diesel Disaster
Australian policymakers have slashed diesel excise and GST in an effort to blunt rising fuel costs for households. The authors argue that the tax cuts provide only temporary relief while ignoring the deeper problem of dwindling diesel supplies and rising...
Iran Ramps up Jask Exports, but Still Heavily Reliant on Kharg Island
Iran has increased crude loadings at its Jask terminal, but the port remains a minor supplement to the dominant Kharg Island hub. In March, Jask accounted for only about 4.4% of Iran’s oil exports while Kharg handled roughly 84‑90% of...
Agrivoltaics Can Save US Farmers In More Ways Than One
A new Cornell study shows that agrivoltaic solar arrays can slash wind speeds by up to 50%, outperforming traditional windbreaks and cutting soil erosion. The research used computational fluid dynamics to identify a lowered‑front‑row configuration that protects 90% of the...
Norway: Oil Giant and EV Pioneer Defy ‘Electrostate’ Label
“Petrostate” has a good meaning even tho it’s overused, but not a fan of the term “electrostate” Norway continues to be a leading producer of oil and gas. It also has a diversified economy and is leading the world in...
How One Local Council Helped 1,200 Low-Income Residents Finance Solar and Home Energy Upgrades
Darebin City Council’s Solar Saver program (2014‑2025) enabled roughly 1,200 low‑income Melbourne homeowners to install rooftop solar, reverse‑cycle air conditioners and heat‑pump water heaters, covering A$4.8 million (about US$3.2 million) of upfront costs. The council financed the installations and attached an interest‑free,...
UCSB Unveils Liquid Solar‑Thermal Battery with Double Lithium‑Ion Energy Density
Scientists at UC Santa Barbara have built a liquid‑based solar‑thermal battery that stores and releases heat on demand, achieving double the energy density of conventional lithium‑ion cells and demonstrating the ability to boil water under ambient conditions. The breakthrough could reshape...
Iran War's End Won’t Reverse Lasting Systemic Disruptions
Even if the Iran war "ends" politically, it doesn't end This is a world-changing event. Rhetoric resolves in weeks. Flows in months. Systems in years. The disruption to energy, shipping, & trade flows are irreversible and permanent in many ways. #IranWar #EnergyCrisis #Geopolitics #GlobalEconomy...
Microsoft Steps Into Texas AI Data Center After OpenAI Pulls Back, Adding 900 MW Power Plant
Microsoft announced a partnership with data‑center developer Crusoe to construct two new AI‑factory buildings and a 900‑megawatt on‑site power plant in Abilene, Texas, after OpenAI abandoned its expansion plans. The addition brings the Stargate campus to ten buildings and 2.1 GW...
CMA CGM's Kribi Becomes First Western European Vessel to Cross Hormuz, Highlighting Shipping Risks
French logistics giant CMA CGM successfully navigated its Maltese‑flagged container ship Kribi through the Strait of Hormuz on April 4, marking the first transit by a Western European vessel since Iran’s maritime blockade began. The move, coordinated with Iranian authorities,...
Report: Russia Faces Logistical Nightmare in Redirecting Yamal LNG to Asia
Russia’s Yamal LNG is set to redirect most shipments from Europe to Asia starting in 2027, after the EU bans Russian LNG imports. The existing fleet of 25 vessels can only complete 120‑130 voyages a year, roughly half of current...
Is the World Running Out of Oil? Goldman Sachs Weighs In
Goldman Sachs analysis says the world is not running out of oil despite the Middle East conflict disrupting the Strait of Hormuz. Asian economies that source roughly half of their fuel from the Gulf are feeling strain as shipments fall,...
Four-Hour Batteries Deliver 14-Hour Storage at 0.28¢/kWh
These data illustrate how concatenating 4-hour batteries, provides longer-term (in this case, 14 hours) of storage. In other words, 4-h batteries already provide long-duration storage, and the batteries are inexpensive (0.28 cents/kWh-grid-output for 15.8 GW/63.2 GWh of batteries)
Vol Street Journal™ :: Episode 20
Episode 20 of Vol Street Journal highlights emerging cracks in the war‑trade regime as market dynamics begin to stabilize despite heightened Iran tensions and a recent oil price surge. The host notes a decoupling of the S&P 500 and Treasury yields...
Asia Faces Fuel Squeeze as Reserves Dip to 30 Days
Asian countries (excluding China) only hold 30 days of fuel in reserve. If that isn't bad enough, they rely heavily on oil shipments from the Persian Gulf. IN THE COMING DAYS, IT LOOKS LIKE THERE WILL BE A SQUEEZE AND HIGHER PRICES...
US Inaction Will Trigger Oil Shock in Two Weeks
Listen to the question carefully then listen to the answer. Those waiting for US Leadership in solving the Strait of Hormuz issue, you are gonna be disappointed. They have ABSOLUTELY NO IDEA how to solve the issue. In less than 2 weeks, global...
Batteries Delivered 8% of California Grid, Costing 0.28¢/kWh
Yes, the sun does't shine at night, but batteries produced electricity every minute last night (4/4) as California set a new discharge record of 57.17 GWh/day. Batteries have met 8.01% of all main-grid demand in 2026 in the 4th-largest economy in...
Market Ignores Hormuz Shutdown; Datacenter Attacks Could Trigger Crash
Literally no one in the mkt seems to care that Hormuz has been shut for a month, but if they start hitting datacenters, we may finally crash…🤣
Early Signs Suggest Iraq Flow Could Become Significant
There’s something to this Iraq stuff, even if it’s still too early to say how consequential this flow will grow to be https://t.co/S1itXIUl4L
Temperature Stress Accelerates Perovskite Solar Cell Aging
How perovskite solar cells age under temperature stress #energysky -- via pv magazine global: https://t.co/MyYMTXAJ26
War May End, but Oil Supply Disruptions Linger
According to Jeff Currie, distinguished economist and commodity market guru, even if the US-ISRAELI war on Iran ends soon, the damage to supply chains has been done. Oil flows will be disrupted for months or years. https://t.co/SxmxwhkvAY
Double‑digit Prompt Spreads Demand Explicit Delivery Month Quotes
When you need to explicitly include delivery months in all crude futures price quotes because we have double digit prompt timespreads https://t.co/cvrXe7FuP3
IRGC Warns Strait of Hormuz's New Reality for US, Israel
IRGC. Strait of Hormuz. Previous state. What will it be for all except the US and Israel? And the supply of supply chains?
Explosives Discovered Near Balkan Stream Pipeline, Ukraine Suspected
Serbian police found explosives near the Balkan Stream gas pipeline. It supplies Serbia and Hungary with gas from Russia. PRIME SUSPECT = UKRAINE. Stay tuned. https://t.co/AHjq0mZhzB
U.S. Drivers Spent $8.4 B Extra on Gas
American drivers have paid an additional $8.4 BILLION in fuel costs since the start of the US-Israeli war on Iran. The cost of regular gas has JUMPED from $2.80 to $4.11 per gallon since January 11. AMERICANS DRIVERS SHOULD SEND A BILL...
Electrostates Win by Outpacing Fossil Demand with Electrification
Every country in the World is trying to figure out how to electrify more of their economy. Electrostates win when they reduce exposure to volatile imported molecules faster than demand in transport, heat, and industry can reconstitute it elsewhere. https://t.co/KGtlYPCZwK
China Slashes Crude Imports, Doubles Floating Storage
China's crude oil imports declined by about 490 kb/d in March YoY. Floating storage more than doubled. Onshore storage increased by about 66 mb. China knew...
Asian Oil Stocks Plunge, US And
Major drop in crude oil inventories in Japan, followed by India. US and China are up! Make you own conclusions.
Trump Demands Iran Reopen Strait of Hormuz by Tuesday
JUST IN: Trump's ultimatum: Iran must reopen the Strait of Hormuz by Tuesday night, per WSJ.
Post-Crisis: Nations Will Tie Energy to Security
⭕️Listen to the podcast below.. Then Ignore everything I said about Hormuz and focus on "the Day After." ⭕️The real nightmare hits after the crisis: Nations will copy the Chinese model — linking energy directly to national security. The...