Just read a wild JPMorgan note on the current energy + war situation. Here are the spiciest takes 🧵 “US energy independence” is basically a myth. Even as a net exporter, the US is still getting hit by global price shocks—sometimes worse than Europe.

And as LBNL's new slide deck explains with this simple graphic, "Load Growth" can increase or decrease rates. https://t.co/8ToE41qB6C
Distinguished economist & commodity market guru Jeff Currie on the OIL SHOCK caused by Trump & Netanyahu's war in Iran: "It is the largest shock the oil markets have ever seen in their history... [It is] the culmination of ‘73 and...
So we are theoretically at President Trump's deadline to reopen the Strait and Iran has rejected the ceasefire proposal. I guess we wait for a social post from the President or some headlines speaking to an escalation...

Australian thermal storage company secures $40 million to help replace fossil fuel boilers #energysky -- via Renew Economy: https://t.co/u0Z9iictxs https://t.co/hetKK3O4ew

Tain Primary School - "The campus is the first school in the Highlands to achieve the Passivhaus standard, which focuses on reducing energy use while maintaining a consistent indoor environment." #passivhaus #passivehouse https://t.co/JrrmNMu0Gv https://t.co/88ZObbz52y

People on the move: Swift Current Energy, Greenskies, and more #energysky -- via pv magazine usa: https://t.co/UgAckra3MG https://t.co/Cl1SnCvJTN

Why Chemical and Materials Science Engineers Are the Unsung Heroes of Solar Innovation #energysky -- via pv magazine usa: https://t.co/YMAo2vhfN9 https://t.co/z0Ek7fopFP
Distinguished economist & commodity market guru Jeff Currie on oil supply and demand: "Once we exhaust our ability to draw down inventories [in] mid to late April... demand has to come crashing down in line with supply. The key question is...

US oil drillers still taking a wait and see before ramping up production. The crude oil rig count as of 4/2, https://t.co/IvRtZBdk40
Okay, so here’s how how the ceasefire cookie crumbles: - A ceasefire without the reopening of the Strait of Hormuz will likely be unacceptable to the US. - A ceasefire with a reopening will likely be unacceptable to Iran. Iran appears serious...

Gas prices in the US have moved up to $4.12 per gallon, their highest level since August 2022. The 38% spike over the last 5 weeks ($2.98/gallon to $4.12/gallon) is the biggest we've seen in the past 30 years. Video: https://t.co/e3t0Md56BN
How a community solar breakthrough took shape in Illinois #energysky -- via Canary Media: https://t.co/IV2M0ClyN1
This Meta data center will emit more CO2 per year than its entire global footprint in 2024. Gas is no longer a bridge. It is a highway these tech companies are actively constructing.
SmartFlower Solar System Maximizes Energy Yield Through Continuous Sun by @smartflower_sol #Sustainability #RenewableEnergy #CleanEnergy https://t.co/zK5FLlxkZB