Fast Stabilisation Boosts Grid‑Scale Battery Performance
Stabilisation Speed: A Differentiator in Grid-Scale BESS Performance #energysky -- via Energy Storage News: https://t.co/CGZ8HeAHQn
SPR Masks Shortage; Buy Cheap Future Oil Now
Sell the front, buy the future isn’t a trade—it’s a signal. The curve is too cheap in the back. Today’s SPR intervention is masking tomorrow’s shortage. #Oil #EnergyMarkets #SPR #Macro https://t.co/BTcsYGSuK0
Libya's Biggest Oil Field Shuts, Pipeline Fire Deepens Supply Shock
Libya’s largest oil field is going offline. Sharara exports halted after a pipeline fire—full shutdown within hours. Another supply hit in an already fragile system. #Oil #EnergyMarkets #Libya #SupplyShock
Middle East Conflict Fuels South African Petrol Shortage Fears
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
Musk's 'Easy
Me getting ready to catch a lecture about Kharg Island from someone who thought Musk was being aspirational about cutting 2T from the budget so he could 'easily' cut 1T https://t.co/QJ0KEG2k3B
Price Hikes and Solar Surge Slash Pakistan’s LNG Demand
Pakistan’s LNG demand has dropped due to two main factors: 💰 The government hiked gas/power prices, resulting in demand destruction ☀️ In response to high utility bills, consumers and businesses rapidly installed solar panels (highlighted in thread below)
Seventh Oil Shock Arrives, Yet Recession Uncertain
The first five oil shocks since 1970 triggered recessions. The sixth one in 2022 didn't. Now we're in the seventh spike. 🔒 Members-Only https://t.co/E0T0q5vh0c
Tesla Teams with LGES for $4.3B Michigan Battery Plant
LGES, Tesla partner on $4.3 billion lithium battery cell plant in Michigan #energysky -- via Solar Power World: https://t.co/5y03qYIGM4
Hawaii Advances LNG Import with Japanese Partnership
Hawaii’s long-awaited plans to import LNG are advancing… with the help of Japan 🇺🇸 🤝 🇯🇵 🚢 Jera met with US officials about building it a floating LNG import terminal and gas-fired power plant 🛢️ Meanwhile, Hawaii looks to wean its power...
Danish Renewable Giant Opens Australian Solar Farm During Royal Visit
Danish renewables giant crowns royal visit with inauguration of Australian solar farm #energysky -- via Renew Economy: https://t.co/EYo5NkJw0e https://t.co/iKLeVymOsU
Iran Hints at Post‑War Strait of Hormuz Deal
Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...
Wales Leads UK, Mandates Solar on New Buildings
Wales first part of UK to mandate solar panels on new buildings #energysky -- via pv magazine global: https://t.co/WW6h40btPW
EVs Saved 2.3 M Barrels Daily, Could Double by 2030
EVs helped avoid the use of 2.3 million barrels of oil daily last year. By 2030, that number could more than double to 5.25 million barrels https://t.co/ipPiTXbIvV
US Blocks Cuban Oil Shipments, Keeps Rubio in Dark
No one told Rubio that the United States is blocking oil shipments to Cuba. Trump wants to keep in the dark on this.
Oil at $150/Barrel Could Push Inflation to 6% Q2
PANTHEON MACRO: In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” https://t.co/lFerTyCGCR
Get Real‑Time U.S. Oil & Gas Stats From API
If you are trying to get basic, up to date, statistics on the U.S. oil and gas industry - @APIenergy has you covered. Check out our "Industry Explained - Frequently Asked Data Questions" page. Interactive charts that answer regular questions...
Gas Prices Surge While Food Inflation Still Lags
An update on a critical chart: Gasoline prices continue to climb, but attention should now shift to food prices, which have yet to follow. Expect policymakers to call it transitory again, even as resource prices — despite volatility — remain elevated by...
Crude Oil's Market Ripple Effects Discussed on Podcast
Plenty to talk about this week as @MrMBrown and I resume our weekly podcast. Amongst other things we'll be looking at crude oil's impact on markets which could well reverberate for some time #oilcrisis https://t.co/B6h8K0JLAj
Trump Admin to Loosen Venezuela Oil Sanctions Amid Price Surge
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
U.S. Pressures Kurdistan to Resume Limited Oil Flow
Iraqi Kurdistan authorities have come under strong U.S. pressure to get this done. Not a lot of oil (~300,000 b/d) but it’s better than nothing.
White House Dismisses Prices, Gas Futures Keep Climbing
$UGA Daily. "You're gonna need a bigger jawbone." White House trying to talk down oil & gasoline prices. But gasoline futures ETF still stretching out higher. https://t.co/vicHCJhxQx
Learn Energy Markets with Palgrave Handbook
Amid commodity chaos, it’s time to learn more about energy markets. One of the best educational resources is Palgrave Handbook of International Energy Economics. Covers everything from replacement value of energy assets to detailed S&D dynamics👇 https://t.co/v8BqCYbaZB
East-West Line Underdelivers; Fujairah Adds Almost Nothing
2 main re-routing avenues available to Gulf oil producers are: 1. Saudi East-West line 2. UAE's pipe to Fujairah As of yet, we're seeing ~half of what we hope will be the 4-5 MMbpd of East-West flow. And virtually nothing extra from Fujairah. Theoretical vs...
XLE Still Strong vs SPY Despite Overbought Status
$XLE Over $SPY Still In Play A fab long recommendation to clients since January - now overbought. But that doesn't mean it's done ;-) #OOTT $WTIC https://t.co/mlMJdgqOFk
Airlines Face $400M March Fuel Surge, Higher Fares
"Global airlines sounded the alarm ... over soaring jet fuel prices triggered by the US-Israeli war against Iran, warning of hundreds of millions of extra costs, higher fares and cuts to some routes." Delta fuel costs up by $400mn for March...
Energy’s Oil Spills Expose Reckless, Profit‑driven Drilling
Fascinating that the way @energy elects to show oil is with it leaking out of its containers and spilling over ground in what would certainly induce all sorts of fines.
No EV Alternative Exists for Jet Fuel, Say Refiners
Gonna say it again: there is no EV equivalent for jet fuel... #Refiners $VLO $PBF https://t.co/5A8N3DTrOh
Cuba Faces Imminent Systemic Collapse After Grid Failure
Cuba is engulfed in a nationwide power grid failure. Systemic collapse is coming to Cuba very soon. Full analysis available on Patreon ➡️ https://t.co/VNJoHISo7E #energy #cuba #geopolitics https://t.co/SR0KrsR1o3
Closing Hormuz Guarantees Outcome; Only Duration Matters
Keep Hormuz closed long enough and it is a mathematical and logistical certainty. The only debate is "How long is 'long enough' to make that happen?"
RBOB Gasoline Futures Near Last Week’s Spike High
RBOB gasoline futures $3.12 - that's very close to the spike high Sunday night last week https://t.co/x2eJ04zPio
Oil Hitting $125 Could Reshape Global Economy
Oil prices climbing to $125 could shift the global economic outlook – Morgan Stanley’s Seth Carpenter @seekingalpha https://t.co/W6t7v236nu
Jawboning Can Crush Oil Futures, Physical Markets Needed
Oil futures having a hard time rising much in anticipation of the scarcity barreling down toward us all when—as we saw last week—jawboning can dump prices by $10 and blow folks out We'll need physical markets to drag paper barrels to...
Oil Chart Hints at Rising Inflation Pressures
$USO There's a lot going on behind the CL chart, lots of inflationary stuff we will see as the year goes on https://t.co/QQRYWzhzi2
Oil at $100 Erases Tax Credit, Hurts 80%
"If oil stays at $100/bbl for the full year, OBBB tax benefits (+$800 per tax filer) will be fully wiped out, assuming a 0.15% increase in core CPI per +10% in Brent oil. By income group, the bottom 80% will...
Pakistan Faces Highest Energy Risk if Hormuz Closes
Pakistan looks like the Asian energy importer that is most at risk because of the closure of the Strait of Hormuz. More at today's Chartbook Top Links: https://t.co/7rDXmrxVqy
Greece, Eurogroup Discuss Energy Shock’s Economic Impact
Very good meeting with Greece's Minister of Economy & Finance Kyriakos @Pierrakakis, the President of the Eurogroup, at IEA HQ in Paris We discussed recent developments in energy markets amid the war in the Middle East and the potential economic implications...
Rising Oil and Token Prices Preserve White‑collar Jobs
oil goes to 200 token costs go 10x all the white collar jobs are saved
Visionary Energy Trading Pioneered Before Cleantech Existed
Before there was a "cleantech" industry, there was Tim Healy. Tim figured out that he could route electricity through digital switches and create an energy marketplace. Companies could trade and share their energy when they weren't using it, then back it...
Admin's Gas Price Panic Mirrors Two‑Week Pandemic Urgency
There’s a bit of a “Two weeks to stop the spread” vibe when the admin talks about the pain of higher gas prices.
NJ Bipartisan Push Expands Nuclear Capacity at Salem Site
There's a growing bipartisan consensus in NJ for improving the permitting and regulatory environment for additional nuclear power generation. Great to see. There's room on the main Salem / Hope Creek site for additional large light-water reactors https://t.co/rlPo7Lq5dr https://t.co/bVJbEhfghL
Economic Shockwaves: Oil, Shipping, and More
The Daily Feather — Shockers Sign in to read now — Oil Shocks, shipping shocks and more… https://t.co/sOMxU9yIid #dimartinobooth #economy #shock https://t.co/H0Lus1itBz
Solar‑plus‑storage Can't Meet Global Energy Demand Soon
Elon claims that energy abundance can be achieved with only solar plus battery storage. This is just not true, not today and not for the forseeable future. Even just supplying global electricity demand (around 20% of energy) with solar and storage would...
Big Oil Uses Doom Forecasts as Lobbying Tool
Big oil has its prophets of doom. When it's unhappy, it trots them out to prophesy doom. One such forecast in 2022 was oil would hit $380 because of the G7 price cap. This is lobbying on behalf of big...
Iran Keeps Shipping Oil, China Still Receives It
PHOTO(S) OF THE DAY: China is still getting (some of) its oil — and Iran its getting (some of) its money. Three weeks into the war, Iran continues loading oil supertankers from Kharg Island. (No damage visible at this resolution) Photo @CopernicusEU...
First New US Coal Plant Investment in over a Decade
The first investment in new US coal power in over a decade and more stories on today’s Green Daily newsletter https://t.co/LC43uBvPwp
Control of Hormuz Determines Global Power Shifts
I’ve found that most wars are filled with surprises, but the stakes of this conflict are obvious: it all comes down to who controls the Strait of Hormuz. We’ve seen this pattern before—with the Dutch in the 17th century and the...
Rising Tanker Traffic Could Shrink Brent's War‑driven Risk Premium
Great piece by @MelissaLawford in @Telegraph on tanker traffic through the Strait of Hormuz and what's going on in global markets. Brent is up 42% from before the war, a big risk premium. As oil tanker traffic picks up, this...
Two‑tier System Reshapes Oil Transport Through Hazardous Seas
THE ROAD LESS TRAVELED, OR THE WATERS MORE MINED The emerging two-tier system for moving oil through dangerous waters https://t.co/tMC9TJnD8s https://t.co/toqDQepMPK
API Energy Leaders Featured in AMPP Pipeline Report
@APIenergy 's very own Allyson Cutright and Jeff Barron are published in the latest edition of the Association for Materials Protection and Performance's U.S. Pipeline Industry Report. https://t.co/NWJzGkTyTp https://t.co/dIbQDzX74t
Atlanta Residents Share This Week's Gas Prices
If you live in Atlanta, what prices have you seen this week for gas? I’m trying to see something 👀👀