Brent up 42%, Now Mirrors Post‑Ukraine Invasion Levels
The Brent oil price is up 42% from before the war. This shock has spilled over into all kinds of other things, but what spot and options now markets price (blue) is basically on par with what we saw after Russia invaded Ukraine (black). There's no panic. https://t.co/pzhPwqqSN9 https://t.co/nX3sWT9zsk
Germany Declines Hormuz Escort; High Oil Prices Reflect Policy
Germany just refused to join the Hormuz escort coalition. "We lack the mandate." $100+ oil isn't a blip. It's a policy choice the West keeps making by not making one. $WTI https://t.co/hftmXwpdXG
Global LNG Market Visualized in New Interactive Map
Kate Mackenzie and Tim Sahay at Phenomenal World posted this nice map of the global LNG market. It's featured in today's Chartbook Top Links: https://t.co/hQaQMt4GjH
China’s Fuel Ban Strains Regional Supply, Sparks Contract Disputes
China's fuel export ban last week is already rippling through the region. Bangladesh, which relies on Chinese diesel and jet fuel, has come out and asked Beijing to honour its contracts. Australia imported a third of its jet fuel from China...
Pakistan Faces LNG Shortage Within a Month
Pakistan’s LNG supply at risk of running out in less than a month 🇵🇰 🚢 Officials warn that there may not be enough gas to meet power needs after April 14 Pakistan imports 99% of its LNG from Qatar. But supplies...
US Refining Margins Nearly Double, 3‑2‑1 Crack Hits $40
U.S. REFINERS’ gross margin for transforming crude oil into gasoline and diesel has almost doubled since the start of the year as the war in the Middle East hits global fuel supplies even harder than crude oil availability. Stylised margins...
Brent's 120‑to‑40 Cycle May Be Ending
Brent Crude's Pattern: $120 Highs Lead to $40 Lows - Brent crude price surges to $120 a barrel have been resolved near $40 for about two decades. Has that pattern changed? This key macroeconomic question of 2026 may be guided...
War’s End Won’t Instantly Revive Commodity Output
I think the most dangerous thing that I see in markets currently is this assumption that, as soon as the war ends, commodity production will just switch back on again. It won’t. It can’t. Commodity production is not like a manufacturing...
Ukraine Restores 24/7 Power Amid Failed Russian Strikes
Meanwhile Ukraine is almost back to 24/7 power after a long winter of constant Russian attacks on the electricity grid. Russia is still trying too: just yesterday was another power infrastructure attack on Kyiv that failed. Communism does not work. Also look...
Iran Tensions Spike Oil Volatility, Brent‑WTI Spread Hits 3‑year High
The headlines around Iran and the Strait of Hormuz are flipping daily, which is keeping #oil volatility (realized and implied) elevated. Meanwhile, the Brent-WTI spread has jumped back near its highest in 3 years. https://t.co/h3S81SQWjn
UK Data Centers Use Four Times More Power Than Kettles
UK data centers (>10MW). NESO estimate they use ~2% of UK electricity. For context boiling kettles for cups of tea in the UK probably consumes about 0.5% of the countries electricity. Source: https://t.co/3hbIJFXKPb https://t.co/Gs547vtFpk
North Sea Drilling Saves Pennies; Renewables Could Save Hundreds
NEW ANALYSIS: North Sea “drill baby drill” would cut bills by just £16–£82 per year, and only if tax revenues are redistributed. A fully renewable UK could save households up to £441 says @TheSmithSchool https://t.co/c0kut9thNb
AI + Chemistry Boosts Bio‑Oil Yield Predictions
Thrilled to share that I’m a co-author of a newly published paper in Scientific Reports — a Nature Portfolio, Q1-ranked journal — highlighting the power of AI-driven innovation in sustainable energy systems. Our paper, “Deep learning enhanced prediction framework for bio...
Mission300 Connects 44M, Targets 300M Africans by 2030
#Mission300 aims to connect 300 million people in Africa to electricity by 2030. The initiative is #PoweringAfrica through a combination of expanded power grids and off-grid solutions. To date, 44 million people have been connected to electricity. https://t.co/pRD9VwxcHd https://t.co/ZlY8DI1xmi
Europe's Power Grid Stands Strong Amid New Geopolitical Test
Europe’s power market is facing its first serious geopolitical stress test since the 2022 energy crisis — and, so far, it’s holding up https://t.co/WDK45R81DQ
US Diesel Prices Surge Past $5, Fueling Freight Inflation
CHART OF THE DAY: US retail average diesel prices have topped the $5-per-gallon barrier for the 2nd time ever. That’s freight inflation — and another big hit to the country’s farming economy (and it has received many hit since...
US Gas Prices YTD Rise Exceeds 2022 Levels
🇺🇸 The year-to-date increase in US gasoline prices is now larger than in 2022. https://t.co/2FtHzNrQpA
IMO Chief: Convoys Unsustainable for Reopening Strait of Hormuz
[MUST READ] IMO chief says convoys are not a long-term or sustainable solution to re-open Strait of Hormuz: https://t.co/5RH72OviGI
Nordics Slash Heating Fossil Fuel Use Through Early Electrification
The Nordics understood early on that fossil fuel dependency comes with a price: price volatility. They moved full speed ahead on electrification of heat starting decades ago. Today fossil fuel use for heating has dramatically fallen. https://t.co/aFYP7K8RAg https://t.co/k1Gz1747qb
Fuel Price Hikes Act as Hidden Interest Rate Rise
Rising cost of fuel already an interest‑rate rise on households and businesses Higher Aus interest rates don’t fix inflation from rising oil prices, nor tax oil companies gaining a windfall. Who in Aus pays the price? Those who can least afford it https://t.co/6qbQujyqgg
Oil Slides as Iran Opens Hormuz, Markets Rally
Crude oil prices ticked down after Iran said the Strait of Hormuz is open to all but its "enemies", lifting stocks and pulling down the US dollar. Is the crisis ending? #oil #IranWar #stocks #dollar #macro #trading https://t.co/1OST27OxI9
Pakistan's Solar Surge Buffers Fossil Fuel Price Shock
Pakistan’s rapid adoption of solar power in the past few years is helping cushion the impact of a surge in fossil fuel prices due to the Middle East war https://t.co/4eyTCuM5KW
Iran Hikes Oil Price, OPEC Cuts, Shipments Flow
The Iranians ramped the price of oil, forced OPEC to shut in a bunch of barrels, and are still shipping theirs with no issues… Seriously, tell me the boys at Vitol aren’t watching this move in awe…🤣
Iranian-Linked Tankers Still Dominate Hormuz Despite Attacks
India- and Pakistan-owned ships transit Strait of Hormuz ▶️Iranian-linked tonnage still dominates Hormuz transits ▶️Attacks on shipping are succeeding in halting crossings ▶️Eastbound transits prevail westbound journeys ▶️US ‘fine’ with Iranian tankers sailing through Hormuz to ‘supply’ the rest of the...
China-Linked Hormuz Traffic Plummets, VLCCs Shift to Red Sea
China-linked Hormuz transits retreat to shipping’s opaque fringes ▶️China-linked traffic through Hormuz has slowed sharply after recent attacks, with transits largely confined to an opaque bulker and one sanctioned VLCC ▶️Mainstream Chinese state-owned tanker fleets continue to stay out, citing safety, insurance...
India Seeks Iran's Guarantee for 30 Hormuz Shipments
India talks with Iran on safe Hormuz passage for up to 30 ships Vessels carrying LNG, LPG and oil earmarked to follow the voyages of two VLGCs https://t.co/3X81uYIrqD
Drone Strike Ignites Abu Dhabi Gas Field Amid Iran Conflict
A drone strike has set the Shah natural gas field ABLAZE in Abu Dhabi. US-ISRAELI WAR ON IRAN = IRANIAN COUNTER-ATTACKS = LOTS OF COLLATERAL DAMAGE. https://t.co/VBVzVrAIDg
Oil Market Outlook Amid Iran Conflict Discussed
Had a great conversation with @KYRRadio and @pineconemacro about oil markets and Iran War. Check it out: https://t.co/n3LlJdESeO
Weak Currency and Deregulation Amplify Philippines' Oil Price Pain
Here’s why high oil prices are hitting places like the Philippines a lot harder than others (net energy importer, deregulated, very weak currency, relatively low income) 🔉on https://t.co/qMgihHYgGD
Brent Drops Sharply; Hormuz Ship Theory Seems Dubious
I am normally not a big fan of conspiracy theories to explain market phenomena. But #Brent futures slid from an intraday high of just over $106 to settle at $100.21 on Monday. The only “explanation” I can find is “because some...
India and South Korea Uniquely Handle Heavy and Sour Crude
The issue with Asia and the Middle East is that our refineries are built to refine sour crude. But not all refineries are created equal. India and South Korea stand out in having refineries that can do both heavy and...
Solar Saves Fuel, but Isn’t Reliable Power
Not only are there guaranteed to be prolonged periods with almost no sunlight reaching solar panels, but solar panels can be rendered totally dysfunctional by snowfall. Solar is fuel savings, not reliable energy.
Energy Security and Diversification Dominate Upcoming CERAWeek Agenda
World events have thrust energy security & diversification of supply to top of the global agenda. My talk about the issues that will be in sharp focus when global energy leaders gather for our @CERAWeek conference next week. @CNBC @PowerLunch...
Iran Says Market Rumors Aim to Mislead Oil Traders
Iranian Foreign Minister: “Any claim to the contrary appears geared solely to mislead oil traders” 😅 There’s a whole battle of the jawbones happening on top of the acute physical market disruption.
Solar and Batteries Shield Against Fossil Fuel Price Shocks
"The widespread adoption of solar and batteries kind of serves as a hedge or a protection sort of against these price shocks that the fossil fuel markets are very vulnerable to globally," Nabiya Imran, Pakistani think tank Renewables First https://t.co/ELRMpiHyZb
Drones Strike Majnoon Field, Iraq Faces Escalating Threat
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
Fake Comments May Have Thwarted SoCal Clean‑Heat Rules
Did fake comments sink SoCal clean heat rules? Advocates want answers. #energysky -- via Canary Media: https://t.co/OxeMDOg9j3
Considering Adding Insightful Data to Hormuz Crisis Dashboard
I am debating putting this into the BCA Hormuz Crisis dashboard... for the "it's all connected" crowd... Thoughts? https://t.co/d3bt7kTRvZ
VCs Gone From Metrics to Geopolitics Overreach
VCs used to have opinions on startup metrics Then we became experts in epidemiology Then we mastered central bank interest rates policy discussions Today we will educate you in all things Straight of Hormuz, oil prices and middle eastern naval strategies...
Iran's Growing Grip Threatens Strait of Hormuz Traffic
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Oil Rises While Economy and Stocks Falter
Yet another piece of news that is bullish crude (and bearish economy and stock market)
Victoria Can Ditch Household Gas and Lower Electricity Demand
How Australia’s most populous state can quit household gas, while also cutting electricity demand #energysky -- via Renew Economy: https://t.co/pSbH1xQsCu https://t.co/seOVh4e7R4
Water‑spray Cooling Boosts Solar Panel Efficiency 28%
Water-spray cooling can improve PV module efficiency by 28% in arid environments #energysky -- via pv magazine global: https://t.co/KXGVO7eHU2
Iran May Withhold Capacity to Threaten Hormuz Energy
Either Iran is holding back capacity in order to threaten Hormuz and Gulf energy production... or... https://t.co/JSjToWxeDQ
Australia’s Giant Battery Transforms Isolated Grid
Rise of the “big orange blob”: Australia’s biggest batteries change the game in its largest isolated grid #energysky -- via Renew Economy: https://t.co/WCggzlItu8 https://t.co/2eMjxUbYnX
Iran's South Pars Runs, Qatar's North Field Mostly Offline
This shows clearly that South Pars gas field on the Iranian side is operating pretty normally while nearly all the North Field on the Qatari side is shut down, just the domestic gas production probably still running
Solar's Contribution Is Negligible, Merely a Fuel Saver
Solar powers virtually nothing, let alone India. It is a fuel saver for reliable power sources that depends on reliable power sources.
Arevon Energy and American Clean Power Drive Renewable Growth
People on the move: Arevon Energy, American Clean Power, and more #energysky -- via pv magazine usa: https://t.co/5mQqcZcj4v https://t.co/bfdpSErnrt
Fictional Threats Reveal GridEx’s Real-World Utility Defense
What can a fictional scenario teach us about real-world grid security? Explore how GridEx is shaping the future of utility protection. https://spectrum.ieee.org/power-grid-attack-gridex-drone?share_id=9258752
Japan's 27th Solar Auction Hits $0.029/kWh
Japan’s 27th solar auction concludes with average final price of $0.029/kWh #energysky -- via pv magazine global: https://t.co/DacJieiCix