France Holds Oil Reserves Pending War Duration Clarity
FRANCE says cannot release more oil reserves until there is greater clarity about the likely duration of the war: https://t.co/mWxLU2DWvM
Diesel Demand Collapse Signals Looming Economic Slowdown
The most important chart of the week: diesel demand is collapsing. The economy will follow Diesel is the circulatory system of the real economy—trucking, mining, farming, shipping and industry. U.S. diesel demand swung from 257 mmb/d above the 5-year average to 228 mmb/d...
Battery Firm Secures Lifetime Service Deal Amid Growing Demand
Big battery seals lifetime service deal as it sizes up to meet market and regulatory demands #energysky -- via Renew Economy: https://t.co/2Sf4jrz21o https://t.co/DNSj5Nahr3
Home Batteries and Grid Push Consumers Out of Market
When the grid and home batteries teach consumers to withdraw from the market #energysky -- via Renew Economy: https://t.co/XEH3RVjIgu https://t.co/njisLTKfvs
SpaceX Plans 10‑GW Solar Factory in Bastrop, Texas
SpaceX details NOT in the S-1: the plan for Bastrop, Texas solar factory is a MASSIVE 10-gigawatt facility. Bloomberg (@KaraCarlson2 @markchediak) found the docs. The site will include two floors that each would make five gigawatts of solar cells https://t.co/EmQkpf4yLl https://t.co/8UV1hNjfXP
China's Crude Import Slump
🚨 NEW POST 🚨 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗗𝗲𝗺𝗮𝗻𝗱 𝗗𝗲𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻 𝗼𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗦𝘂𝗽𝗽𝗹𝘆? Despite a ~40% collapse in Chinese crude imports, data point to massive Chinese SPR releases rather than true demand destruction. Read in full: https://t.co/FyXzWX8Ch4
Full Hormuz Oil Flows Delayed Until 2027, Says ADNOC
Reuters: "Full oil flows through the Strait of Hormuz will not return before the first or second quarter of 2027, even if the Middle East conflict ended now, the head of the United Arab Emirates' state oil firm ADNOC said"...
Europe’s Gas Supply Safe; Worst‑case LNG Spikes to $54.9
NEW RESEARCH: We modelled three Hormuz closure scenarios. Europe never physically runs out of gas in any of them. But under the worst shock, LNG hits $54.9/MMBtu, above the 2022 peak. Full paper here https://t.co/6fJzMRx2i3 https://t.co/wqPJbHbJua
Chinese Tanker Slips Past US Blockade, Delivers Iraqi Oil
Ok, this Chinese oil tanker carrying 2 mb of Iraqi oil made it through the US blockade. https://t.co/0P4vqXU5l1
Hormuz Blockade Triggers Looming Global Commodity Shortages
✍️ Martin Wolf @ftopinion 👉”First came the war. Then came the blockade. Now come the shortages. 👉”The tankers full of essential commodities — oil, liquid natural gas, urea, refined oil products, hydrogen, helium and so forth — have not sailed through...
Canada Isn’t an Energy Superpower—Stop the Pretense
🇨🇦🇨🇦🇨🇦 To all Canadian followers: What do you think of what Joe Calnan wrote in the British Globe and Mail? 🔸Canada is not an energy superpower and shouldn’t pretend to be one🔸 May 18, 2026 Joe Calnan, Vice-president, energy and Calgary operations, at...
Australia's Dirtiest Coal Mines Sold, Raising Environmental Alarm
Some of Australia’s dirtiest coal mines are about to change hands. Here’s why we should be worried #energysky -- via Renew Economy: https://t.co/YSzzfe4O9J https://t.co/dAUb0HuT0v
Western States Launch Bipartisan Geothermal Consortium
Exclusive: Western States Form New Bipartisan Geothermal Consortium #energysky -- via Heatmap News https://t.co/iHGKrSrC8B https://t.co/W0zwRobbs9
Growatt Unveils 95% DOD C&I Storage System
Growatt launches C&I storage system with 95% depth of discharge #energysky -- via pv magazine global: https://t.co/mfmPuyQxwc
Off‑grid Solar Powers Dreams and Futures in Malawi
What does off-grid solar make possible for a family that has never had reliable electricity? In Lilongwe, Malawi, I spent time with Maya Stewart, cofounder of Yellow Malawi and one of the best entrepreneurs I've met, who is working in one...