What's happening: Saudi Arabia pre‑qualifies firms for new gas transmission grids
The Energy Ministry has pre‑qualified eight standalone firms and seven consortia to design, build, own and operate natural‑gas transmission networks in five key industrial cities, including Al‑Kharj, Sudair and three zones in Jeddah. The BOO scheme sets a technical‑bid deadline of 23 April 2026 and targets a total of 36 industrial cities for future expansion.
Also developing:

Britain’s new net‑zero roadmap, championed by Energy Secretary Ed Miliband, proposes orbiting solar power stations to supply the UK with continuous, large‑scale electricity. The government‑commissioned study outlines ultra‑light satellites that convert sunlight to microwave beams, received by ground rectennas. Early deployment would require substantial public backing, but cost forecasts suggest by 2040 prices could fall to £87‑£129 per MWh, comparable to offshore wind and below projected new nuclear costs. The plan positions the UK to become a leader in space‑based renewable energy.

In some African countries, less than a quarter of the population has access to basic electricity for even four hours a day. Meanwhile in the West, our designated experts tell us that "climate change" is a global emergency. If they bothered to...

Your green cheerleading misses the power politics @dominictsz China’s solar and wind boom is built on COAL, backed by COAL, and financed by COAL. It’s the world’s LARGEST CARBON EMITTER — and it’s not chasing climate virtue, it’s chasing energy...
Researchers at HKUST have unveiled a high‑performance quasi‑solid‑state calcium‑ion battery that uses redox‑active covalent organic framework electrolytes. The QSSEs achieve 0.46 mS cm⁻¹ ionic conductivity and enable Ca²⁺ transport rates above 0.53 at room temperature. A full cell delivers 155.9 mAh g⁻¹ specific capacity...

The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...
This Is A Nuclear Reactor Packed Into A C-17 Globemaster III Micro nuclear reactors are being seen as a way to get critical bases off the grid, but they could also have a major impact on civilian energy production. Story: https://t.co/KrommLR43d
Scientists have introduced a microwave‑assisted synthesis that converts coal into nitrogen‑doped ultramicroporous carbon in about ten minutes. The rapid method preserves nitrogen and oxygen functional groups, creating pores of 0.6‑0.7 nm that tightly fit CO₂ molecules. The resulting adsorbent captures up...
ENERGY CRISIS IN CUBA: Granma, the mouthpiece of the Cuban regime, says that electricity generation in the island is covering less than half the expected demand. The island is suffering the largest energy shortages since the collapse of the Soviet...

We constantly hear that EVs are the future of transportation. And yet, when Congress cut the IRA subsidies for EVs mid- last year, the demand for them fell dramatically. 🤔 https://t.co/Tji0vbvpat

Union Minister Piyush Goyal warned that India’s rapidly expanding energy demand requires a broader base of crude oil suppliers. He argued that additional sources are essential to keep import prices competitive and to shield the economy from supply shocks. The...
Making Sense of the EPA Endangerment Finding Rule, by @RogerPielkeJr An excellent description of the rule, the basis for the rule, and the probable future. I appreciate Pielke's work. https://t.co/i2hp5Gjtel

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

This is why electrification means more energy security: In 2024, ~81% of EU electricity came from locally sourced fuels (57% excluding nuclear). Just 19% relied on imported fossil fuels. Fossil fuels are mostly imported. Source @ember_energy https://t.co/vHX1LedgmM
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. 👇👇

I stopped counting but there are now close to 70 independent studies all coming to similar conclusion: “Hydrogen boilers […] remain economically unviable.” This is what this paper which I had not yet read found comparing a range of heating...

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...

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...
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...

Energy is key to success in AI leadership. Thanks to @MunSecConf for partnering w @ColumbiaUEnergy to host such a diverse set of energy, political, nat’l security & tech leaders to discuss how to meet rising power needs, secure supply chains,...

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...

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

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
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...
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...
Solar sucks as a real power source even compared to wind. Wind is intermittent but at least blows some almost 24/7 so if you overbuild enough and add a lot of storage you get something resembling capacity. Solar disappears 1/2 the time...
Tesla will get to a working robotaxi eventually, but it's difficult to say when. My 50th percentile is end of 2026, but the variance is high. It could be in a few months. It could be a few years. We'd...
Global EV sales hampered by China, US slowdown in January "Global EV registrations, a proxy for sales, fell by 3% year-on-year to almost 1.2 million units in January, according to the data, which includes battery-electric and plug-in hybrid cars. They were down...

Wrapping up a packed day @MunSecConf discussing how central energy now is to geopolitical competition—from AI & critical minerals to supply chain & infrastructure security, gas geopolitics, European competitiveness, and climate risk. Energy wasn’t peripheral this year—it was core https://t.co/IccslVsucN
This. Plus they also have an asset in all of the NGP project analysis, engineering, and design. They might well choose to monetize that asset rather than (or prior to) building the pipeline.
Roses are red, violets are blue. You can avoid a price collapse despite an oil glut if crude on water's rising, too. 💘 Happy Valentine's Day, oil watchers.
Maximum Pressure 2: More max, more pressure, another round of threatening Chinese sanctioned oil imports. https://t.co/UNNBJOFLTx

Your reply is incoherent @RogerESowell TRUE. This chart shows that wind and solar never break even. Show data to support a contrary view or STFU. https://t.co/7Yn3h6sVvg

Brent futures price fell $0.30 from $68.05 to $67.75 week ending February 13 12-month spread suggests sideways price movement on Monday #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/hYd0O6d84E
Lots of conservation organizations want the US to balance rooftop with large scale. Most other countries in the world are closer to 50% rooftop/parking lot solar.

Show me the glut WTI 12-month spread narrowed $0.06 (2%) for the week ending February 13 6-month spread narrowed $0.11 (9%) Front-month price fell $0.66 (1%) from $63.55 to $62.89 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/1VHaA5PFZN

Shell base case assumes sustained 3.3% global growth GDP nearly doubles by 2050 #GlobalGDP #EconomicGrowth #EnergyScenarios #Shell #Macroeconomics #GrowthAssumptions #LongTermForecasts https://t.co/meXF1PuaVe

"Reducing reliance on fossil fuels looks like Europe’s best shot at saving its domestic manufacturing and stopping other governments from pushing it around." Outstanding article in The Wall Street Journal. https://t.co/XbYr95c2nK https://t.co/rUtmRPTUST

The sun’s radiation that reaches earth is useless as an energy source without technology to convert it to work @Tinyweenybear The technology requires materials to work that all need fossil fuels. Grid scale solar is uneconomic & not fit for 24/7...

Thanks @bmwfoundation for partnering w @ColumbiaUEnergy on such a substantive & productive session @MunSecConf on how to enhance critical mineral & energy supply chain security amid fragmenting geopolitics. Great insights from DOE’s @AlexFitzDC, @dan_brouillette & so many others. https://t.co/D1xRKHu7gO

Electricity Exceeds 50% of Final Energy Use by Mid-Century Shell is good about listing the obstacles to its preposterous assumptions And then finding reasons to ignore them @zeroinputag #Electricity #EnergyTransition #EnergySystems #GridConstraints #EnergyReality #MidCentury #Decarbonization
Canada calls it “future-proofing.” Markets may call it wishful thinking. $16.5B on carbon capture with long timelines, big execution risk, and shifting global politics Take that bet to a Las Vegas oddsmaker. https://t.co/hU4uGD0r4d #CarbonCapture #EnergyPolicy #Canada #OilSands #EnergySecurity #StrandedAssets #CapitalRisk
Enbridge won’t risk billions on a new Canadian oil pipeline Politics can change faster than steel gets laid. Capital remembers Northern Gateway The project was killed after hundreds of millions were sunk. https://t.co/Fd4PKMdjB5 #EnergyInfrastructure #Canada #Pipelines #RegulatoryRisk #EnergySecurity #CapitalDiscipline

CHART OF THE DAY: Among the world's top oil consumers, a curious trend. The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is...
Pemex is back in the bond market after six years — and demand was strong. This doesn't signal confidence in Pemex. Buyers are really underwriting the Mexican state. https://t.co/YRGXmzi4aW #Pemex #Mexico #OilMarkets #EnergySecurity #SovereignRisk #DebtMarkets #EmergingMarkets
China is pulling more cheap oil from the Middle East. That leaves W. African oil struggling to find buyers until it gets cheap enough to move again, writes @JuneGoh_Sparta In this tight market, the Middle East has the upper hand. Sorry oil...
Shell imagines a future in which electricity is the dominant component of global energy. I assume that it is training elephants to fly. https://t.co/rAoZ1exs8H #EnergySecurity #Electrification #SystemicRisk #Geopolitics #EnergyReality #Infrastructure #CapitalConstraints #EnergyTransition #CriticalMaterials #GridLimits
OPEC+ may restart April hikes to catch peak summer and regain share as sanctions bite Russia/Iran. https://t.co/cILwlUi7h2 #OPECplus #Oil #IEA #SaudiArabia #UAE #Iran #Russia

Enbridge a no on appetite to build proposed bitumen pipeline to Canada’s west coast “I don’t think investors or the infrastructure companies should be taking on the risk of development in jurisdictions that have historically created a challenge” Still some N Gateway...

🚦From a pure fundamentals perspective, there's simply no bullish driver in sight capable of pushing oil prices into the high $70s—or higher—in 2026. ⚽️Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't...

Energy security is high on the @MunSecConf agenda. I’ve been discussing how the toolkit to deliver it must evolve—amid a fragmenting global order, the need to accelerate the clean transition, and a far deeper level of European distrust toward the...