Trump's Iran Miscalculation Rivals Putin's Ukraine Blunder
Trump’s Iran miscalculation is as bad as Putin’s Ukraine mistake. The difference is that Ukraine isn't on the artery of global energy supply And it's not a terrorist state willing to destroy civilization for its ideology #IranWar #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #SystemicRisk
Oil Price Gap Sparks Sarcastic Optimism for China
Oil is $100 in the U.S. and $150 in Asia. I’m looking forward to the all the reports by the usual suspects this weekend explaining how this is a positive development for China.
Australia Mulls Windfall Tax on Booming LNG Sector
Australia’s LNG producers might face higher taxes if they make too much money 🇦🇺 💰 Prime Minister Albanese has asked Treasury to look into imposing a windfall tax on the country’s vast LNG industry, to capitalize on soaring prices of...
Musk Sources Chinese Gear for US Solar Panel Production
Elon Musk is buying billions of dollars worth of Chinese equipment to make solar panels in the US. Win-win cooperation as the Chinese would say https://t.co/JhBY1haWMq
Lifting Iran Sanctions Would Let World Buy Oil, Not Iran
Bessent's suggestion to lift sanctions on Iranian oil is INSANE Congressman Scott Perry explains that the world gets the oil but Iran won't get paid b/c it's outside the global financial system now He's clinically INSANE #Oil #Iran #EnergyCrisis #Geopolitics #Markets
Regulator Assures Consumers Won’t Foot Stranded Gas Costs
“The world is changing”: Regulator says consumers won’t be left holding bill for stranded gas networks #energysky -- via Renew Economy: https://t.co/Hrkz6NBQgc https://t.co/WbhaOAu0tY
Saudi Oil Price Models Predict Upcoming Market Shift
Call the headline “attention grabbing” if you must, but this is an excellent look into what those modeling oil prices in Saudi Arabia see happening Thanks @summer_said #oott #oil #iran https://t.co/7AGgTmaVXb
Brent Slides to $105 as Hormuz Remains Shut
Brent cools down to $105 early Friday. The war has entered its 21st day, with the Strait of Hormuz still effectively closed. Have some in the market drunk the kool-aid again?
Oil Could Hit $180 If April Chaos Persists
Saudi Arabia. Sees oil going to $180 if the chaos continues past April. Clearing up the maritime mess may take that.
US Gas Stocks Jump 52 Bcf, Price Climbs on War Fears
U.S natural gas comparative rose 52 bcf to a surplus of 16 bcf week ending March 13 Henry Hub spot price increased $0.20 to $3.19 on Gulf war supply urgency fears #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/xkTrGWwvfb
Debt‑Strapped SA Municipalities Eye Solar‑Battery Backup
Debt-laden South African municipalities may turn to solar-plus-battery backup solutions #energysky -- via pv magazine global: https://t.co/yVWOXGTUZe
Grid Operators Demand Flexibility for 100% Renewable Future
“Grow your own and buy local”: Networks seek change and flexibility to manage a 100 pct renewable grid #energysky -- via Renew Economy: https://t.co/Gezxtk3hln https://t.co/9Ooj4rP7GJ
Rising Energy Prices Heighten Recession Risks in Asia
With global energy prices going vertical, the next metrics to watch are recession probabilities of net energy importers - particularly in South and Southeast Asia https://t.co/ehwgNBNqH4
Brent May Need $175 to End Shortage, Says Currie
“Get long and buckle up,” says Jeff Currie. It took -$37 to clear oversupply during Covid Currie's "mirror image" approach indicates it may take $175 BRENT TO CLEAR THIS SHORTAGE That’s not volatility—that’s a regime shift #OilMarkets #Brent #EnergyCrisis #Commodities #Macro #Supercycle
Eastman Opens 800 MW Solar Module Plant in India
Eastman launches 800 MW solar module plant in India #energysky -- via pv magazine global: https://t.co/VPIu82w0jy
Markets Misread Recovery; Shocks Create Worse Baselines
Markets still think this snaps back. It won’t, writes @elerianm This isn’t “transitory” It’s multiple equilibria, where each shock creates a new, worse baseline. #Macro #EnergyCrisis #SystemicRisk #Markets #Oil #Geopolitics
US Solar Hits 43 GW in 2025 Despite Slowdown
US solar installations reach 43 GW in 2025 despite slowdown #energysky -- via pv magazine global: https://t.co/GxDPCObAMH https://t.co/EVfWXIknCd
Netanyahu Pledges No More Iranian Oil Strikes, Hopes Quicker Peace
Israel Prime Minister Benjamin Netanyahu has joined Trump in jawboning the energy market. In a press conference, he said that Israel won't attack anymore oil and gas targets in Iran, and also indicated that the war would be over faster...
Hormuz Blockage Highlights Critical Time‑loss Crisis
If true (BIG if), this might help avoid further escalation against upstream assets—which is good, because this can still get so, so much worse. But at its core, the Hormuz stoppage is a crisis of lost time—and we’re still no closer...
Industry, Not Consumers, Power Canada’s Electrification Shift
Industry, Not Consumers, Driving Electrification of Canada Canada’s electrification story isn’t what you think. David Pickup of @Pembina discusses Canada's Energy Futures 2026. https://youtu.be/N4OWzu-p-YU
Alberta Landowners Rage over Unpaid Oil Lease Fees
Alberta Landowners are "Pissed Off" with Deadbeat Oil Companies Propped Up by UCP Government Mark Dorin staged a public blockade of his Edmonton-area land where MAGA Energy hasn't paid lease fees for three years #ableg #abpoli https://markhamhislop.substack.com/p/alberta-landowners-are-pissed-off
Queensland Battery Approved in Record 41 Days
EPBC gives green tick to massive Queensland battery in just 41 days, now for the state #energysky -- via Renew Economy: https://t.co/oKUJjHFPQ8 https://t.co/FVuu4jYuwk
Iran’s Hormuz Leverage Pushes US to Ease Oil Sanctions
As an indication of how Iran is effectively playing its cards, its control of the Strait of Hormuz has forced Treasury Sec. Bessent to consider lifting sanctions on Iranian oil already at sea. US SANCTIONS ON IRANIAN OIL BACKFIRE. https://t.co/K8vL4AFi49
California Gas Prices Near $6, May Climb Higher
Why Gas in California Is Almost $6 a Gallon — and Could Go Higher #energysky -- via Heatmap News https://t.co/FSdLxLCuoq https://t.co/1f1zy4SkpO
Why Qatari Energy Attacks Signal Bigger Regional Risks
Want to understand why the attacks on Qatari energy infrastructure matter so much and what the long-term implications are? @ColumbiaUEnergy has you covered with the newest episode of our Iran Conflict Brief special podcast series. https://t.co/bsOnixk4hj
Iran War’s Energy Shock Threatens Canada’s Future
Had the opportunity to speak alongside @ExnerPirot and Bob Yawger of Mizuho about the Iran War, the largest energy supply shock in history, and what it all means for Canada on @therundowntvo. Airs tonight on TVO at 8pm ET. https://t.co/XJgEE8PqMA
Offshore Wind Could Counter Trump's Disinformation Campaign
"Can Offshore Wind Win The Trump Disinformation War?" by Carolyn Fortuna (@c4tuna31) for @CleanTechnica: https://t.co/XYV8TJiu5e
Oil Prices Swing Amid Middle East Supply Uncertainty
It’s been another rollercoaster day in the oil market with both benchmarks trading in a wide range (CNBC charts below). Between the remarks from officials in Washington DC and those out of Israel — both following the attacks on energy infrastructure...
Affordability Drives Energy Solutions: New Ideas Ahead
Affordability is THE key word in energy today. So how do we tackle it? @cleanaircatf has some ideas. Let’s get to work.
Closed Hormuz Threatens $220 Oil, Near Recession
OUT NOW - how @Rory_Johnston sees it: Unless the Strait of Hormuz opens soon, $220 oil and a recession is "almost guaranteed." $300+ oil & Global Depression are possible. Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf 1/3 https://t.co/gvV2pR4qXu
QatarEnergy Details Overnight Damage to GTL Plant
Qatar state-owned LNG giant QatarEnergy has published a statement detailing the overnight damage, providing more granularity (particularly around the damage of the GTL plant). https://t.co/MMZHWkvGoQ
Geothermal: The US Clean‑Tech Bright Spot
Geothermal energy is a rare bright spot in clean tech in the US, and more stories on today’s Green Daily newsletter https://t.co/tFnbmfK7CX
Minnesota LMI Community Solar Hits 179 MW Amid Policy Changes
Minnesota LMI community solar reaches 179 MW amid regulatory shifts #energysky -- via pv magazine usa: https://t.co/WFynWhcfpB
One-Third of Oil Supply at Risk Drives $150 Forecast
Oil could hit $150 a barrel. Not because of speculation. Because one-third of the world's oil supply is now at risk, and there is no substitute for oil in global production. None. Here is what mainstream economists are missing:
Form Energy's 100‑hour Battery to Bolster Ireland Grid
US 100-hour battery startup Form Energy’s first overseas deployment ‘set to fill a critical gap in Ireland’s power system’ #energysky -- via Energy Storage News: https://t.co/fSUXWsSHhn
Battery Storage Secures 1.8GW in UK Capacity Market
Battery storage projects win 1.8GW in UK capacity market auctions #energysky -- via Energy Storage News: https://t.co/rjIyZjNExR
Energy Crises Stem From Demand; Electrify with Clean Power
I just told @BBCNews: Energy crises are fundamentally demand problems, not supply problems. 80% of our energy is fossil fuels, much of it imported, leaving us exposed to price spikes. The only long-term fix: electrify the economy with clean power. https://t.co/1toyJn6PUM
New US Sanctions Tweak Narrower than March Oil Relief
I deleted a previous tweet about the easing of US Russian oil sanctions, as the relaxation already covered petroleum products since March 12. The changes announced today are narrower.
Disgraced Exec's Relentless Optimism on Soaring Oil Prices
Love someone as much as disgraced oil executive Scott Sheffield loves musing about how oil prices will stay high. https://t.co/FvV8HROEj1 https://t.co/yzPdBxjHjy
EU Auditors Say Energy Community Goals Exceed Feasibility
EU auditors warn energy community targets outpace reality #energysky -- via pv magazine global: https://t.co/QZqS1XRUDX
Administration's Desperate Oil Plan Fuels Iran's Wartime Sales
“.. The plan .. reflects the administration’s desperation to reduce oil prices, encouraging Iran to sell more oil even while it is at war ..” @nytimes https://t.co/MWCiL3jrqQ https://t.co/wCWv18Be6N
Trump Denies Export Ban, Aims to Lower Oil Prices
Trump Administration Shuts Down Export Ban Rumors as Trump Moves to Cool Oil Prices https://t.co/yzIMSfps18
Crisis Spurs Solar Shift, Boosting China's Lead
Only silver lining to this mess is that it will help accelerate move away from fossil fuels towards solar and energy independence. Once again, China wins.
Expert Advice: Cut Power Costs, Boost Grid with Datacenters
Follow Dr. @JaneAFlegal if you want extremely well-informed takes from a legit expert on how to lower electricity prices and use datacenters to strengthen the US grid and power system.
US Shale Producers Unenthusiastic About $100 Oil
‘One day chicken, one day feathers’: why US shale producers are not cheering $100 oil. This and more in the Chartbook Top Links today. https://t.co/cEMRj6MyHl
Li‑ion Batteries Now Last Decades, Not Just Thousands of Cycles
Amazing. Lithium ion batteries were once good for maybe 1,000-2,000 full discharge cycles. Now we're reaching multi-decade lifespans.
Storage, Smart EV Charging, and Datacenters Boost Grid Efficiency
Three things that can help us get better use out of the US grid: 1. Energy storage (allows you to fill up when the grid is underutilized, and avoid hitting the grid when it's stresed). 2. Datacenters. (If done cleverly.) 3. Smart charging...
Efficiency Gains Won’t Solve Hormuz Oil Supply Crisis
I must be misunderstanding you. IF you're saying that today's Hormuz supply crisis could be, in part offset had refineries and the oil and gas industry invested more in efficiency. Which is, to be frank, laughable. So I'm assuming you're...
Ethanol Mandates Harm Food Security, Offer No Energy Benefit
Ethanol mandates are in direct conflict with feeding the world, have no impact on American energy security, and are at best neutral for climate (probably negative). Kill them with fire. Sink them with the Jones Act.
Texas Leads Clean Energy Thanks to Deregulated Market
Texas is the clean energy capital of the United States. And a chunk of that is because of their easy permitting, relatively ample transmission, and highly deregulated electricity market. Abundance thinking in energy works.