Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
India's top coal producer said output fell in March, but that it still has enough stockpiles to meet higher demand 🇮🇳⚠️ Coal consumption in India is now on an upward trajectory on expectations of a hot summer and gas shortages due to the Iran war https://t.co/kF2QzE910J
Ok, so here is the debate: Bull: higher oil price will raise inflation and reduce the LEVEL of disposable income/profits. But even if oil prices stay high, impact on GROWTH eventually wears off. Its a soft patch. And since we know...
If usa friendly regime takes control of strait of Hormuz it will be very bullish., https://t.co/bpWTMUPjFa
⚡️ RENEWABLE BOOM 2026: OPPORTUNITIES BEYOND PANELS ◻️ Energy Storage Tata Power Amara Raja Exide Industries Oriana Power JSW Energy ◻️ Power Equipment Siemens Energy Atlanta Electricals ABB India Transformers & Rectifiers (TARIL) Quality Power ◻️ Power Transmission Tata Power GE Vernova Adani Energy Transrail Rajesh Power ◻️...
When a regulator tells you not to worry, read the footnote. The Energy Commission confirmed higher electricity tariffs are coming, and in the same breath, noted that more than 8 out of 10 household users will not be affected — for...
CHARTS OF THE DAY: What's the inflationary impact of the US-Iran war for Europe (and thus the ECB and BoE)? Sure, the price of oil and refined products has risen. But paralells between the curent shock and the 2022 energy...
🇵🇰Pakistan LPG price surge intensifies hardship for citizens 🇧🇩A deepening shortage of LPG now grips Bangladesh’s domestic market. 🇰🇭Cambodia Races to Avert Fuel Crunch as Global LPG and Diesel Shortages Bite https://t.co/6D1Hdd0QGy
For decades, the price at the Malaysian petrol pump has been a rare constant in an ever-changing global economy. But the familiar green nozzle is about to represent a significant shift in the household ledger.
We had a policy of discounted domestic oil prices once. It was called the National Energy Program. Ask your AB caucus colleagues about it. And, we did build a refinery a decade ago and it ran billions over budget....
Iran is Trump's Waterloo He won’t be able to spin this as a “win,” says @RanaForoohar Oil shock + AI unwind + credit crack = a fast, market-led 20-30% correction. The K-economy masks the impact on most Americans #OilMarkets #AI #Credit #Recession
🇮🇳Indian refineries shifted their dependence on European markets to African markets. Tomorrow, Wednesday, we will publish a surprising chart about India in the Daily Energy Report: https://t.co/gGaADYgO1p https://t.co/LUhtseUn6Z
Qair secures US$94 million for 203MW of renewable projects in Poland #energysky -- via pv-tech: https://t.co/0e2Dh6yLZy
Trump wants to leave opening the Strait of Hormuz to other countries. The U.A.E. wants the U.S. to be part of a multi-national coalition to open the waterway and is willing to join the fight. with @summer_said @DavidSCloud https://t.co/N8BEqgKnzg
🚨This is an issue we have been highlighting in our publications since last week: 🚨Hype... Hype... Hype. 🌍Where are the deals that India, Malaysia, and Pakistan supposedly made with Iran to allow their ships and tankers to pass? 🚢Where are the 20...
What this latest fossil fuel war proves is that China’s strategy to become the world’s 1st Electrostate was, in hindsight, the ultimate realpolitik move and a masterstroke of strategic planning The scale is staggering: >China’s electricity consumption exceeds that of the EU,...
#IndiaWatch🇮🇳: Since the US-Israeli war on Iran started, India’s oil imports from Russia have nearly doubled. Good news. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING TO BREAK DOWN. https://t.co/XzP5Xxh83g
So we now seem to have fuel price caps and three airlines in emergency management in South Korea, have had school closures in Bangladesh and Pakistan, jet fuel rationing and a push to work-from-home in Vietnam, alternate-day driving for private...
Grid batteries reach stunning new peak of 44 pct of evening demand in world’s fourth biggest economy #energysky -- via Renew Economy: https://t.co/UJerojEzXI https://t.co/bc0I4zOGE5
The basics of fracking. Something so many don’t understand, but are always told about the problems associated with it. But to best oppose new oil and gas leases across the board, it’s important you understand the underlying process and how that...
Ecoener secures PPAs for 200 MWp of solar projects in Guatemala #energysky -- via pv-tech: https://t.co/9sFSZtmHOb
Perovskite solar cells can be made without expensive cleanrooms #energysky -- via pv magazine global: https://t.co/tvnjNDXxGN
Oil from the Gulf that has been in transit to its destinations is about to dry up. Then, there will be a crunch. Paul Krugman employs standard econ arithmetic to end up with a price range of $99/BBL to 372/BBL, depending...
Nine vessels seized by the U.S. since it began taking direct action against the so-called shadow fleet that transport illicit oil around the world have delivered more than 20 million barrels of Iranian crude to China since 2013. @Kubota_Yoko https://t.co/43BnQE09kQ
POLL: Has the June WTI crude oil futures contract peaked? ($104 on March 9th, $99 last night, $94 currently)
Rhythm Energy expands renewable electricity plans to commercial customers in Texas #energysky -- via pv magazine usa: https://t.co/epGWLFDrfy
France proposes linking solar subsidies to storage as prices turn negative #energysky -- via pv magazine global: https://t.co/83Xw93wRd2
Hawai'i 9 months away from commercial electric cargo flights and 27 months from commercial electric passenger flights. https://t.co/JOtIskF9uy Good start to satisfy Hawai'i's settlement to go 0-emission transport. https://t.co/tR1kGYUCOO @youthvgov
What end-to-end visibility reveals about hidden BESS safety risks #energysky -- via Energy Storage News: https://t.co/Fkb7xkhlEV
Even if oil flows recover, refineries are the real squeeze, says Macquarie's Vikas Dwivedi Refinery run cuts have tightened product supply. It will take 4-6 weeks to recover after Hormuz opens to full transit. And there's uncertainty about refinery damage.
JUST IN: Brent crude oil futures surged 60% in March, delivering the biggest monthly gain ever.
Qcells launches turnkey solar and storage program for new home construction #energysky -- via pv magazine usa: https://t.co/gyNI4D9iuh
Sailing out of the Persian Gulf via the Iranian Toll Booth 1⃣Strait of Hormuz Update 31 March 2026 2⃣Where Are all the President's Tankers? 3⃣Sailing on MT Zea via @NewsNation Video: https://t.co/PVC4pY7aWJ
BofA Securities Equity Client Flow Trends Clients sold everything except SMID caps last week Biggest Energy ETF inflows since the start of Russia Ukraine war vs record Energy single stock outflows Buybacks by corp. clients decelerated wk/wk https://t.co/1GiRZIhmiM
Solar curtailment reaches Tokyo, Japan’s last holdout grid area #energysky -- via pv magazine global: https://t.co/39BbREz2pU
ROUNDUP: Non-lithium energy storage system technology advances in US, Spain, and Scotland #energysky -- via Energy Storage News: https://t.co/8oNd50Neh9
Very thorough and detail account of the situation on Venezuela - gives me hope and makes me think maybe we should all be considering these approaches in the face of a looming fuel crises like no other
Have researchers broken through the “impossible” solar conversion ceiling? #energysky -- via Renew Economy: https://t.co/JLYVABWY2U https://t.co/T1C7TpKgIx
We should be building a dozen new nuclear power plants in America right now, today. The best time would’ve been 20 years ago. The second best time is now. We know how to make electricity so abundant it’s darn near free....
Asked how he'll bring down gas prices, President Trump says: "All I have to do is leave Iran, & we'll be doing that very soon." Trump also just reiterated his view that securing passage through the Strait of Hormuz is a...
Higher LNG prices also putting LNG terminals at risk. There's upside and downside here. To the extent that these were driving coal -> gas switching, more downside than up. But if coal is also constrained, would boost renewables.
If Hormuz remains close the price of oil and refined products could rise to $200, $250, $300 per barrel or any number.
Will California fund or kill its thriving virtual power plant program? #energysky -- via Canary Media: https://t.co/jWMDx0bSMq
Exploding Alberta's "Oil Demand Will Grow Forever" Myth I take issue with Peter Tertzakian's “End of Oil? We’ve Heard that Before” argument. #ableg #abpoli https://markhamhislop.substack.com/p/exploding-albertas-oil-demand-will
"Shippers remain doubtful of a wholesale return to the Strait of Hormuz while it remains beset by conflict, throwing cold water on a Trump administration plan for US-backed insurance and naval escorts to clear passage through the vital waterway." https://t.co/SlR4K6Sl2Z...
Tesla advances plan to build 100 GW of U.S. PV manufacturing capacity by 2028 #energysky -- via pv magazine global: https://t.co/BLs5NqxfHH
Prices at the pump? UK running out of fuel? What should the government and the public do in the face of the US-Israel/Iran energy crisis? https://t.co/dVMIfX1kI1 via @Channel4News with @mattfrei
1 million bpd Basra-Aqaba pipeline costing $9 billion would have paid for itself in 3 months in the current crisis. And given Baghdad some resilience against closure of the Strait. Exactly why the Iran-aligned parties blocked it over nonsense arguments about...
The S&P 500 energy sector had its 2nd-best quarter relative to the broader market on record. @augurinfinity https://t.co/AVJYMyYzGn https://t.co/2HEDAj7UkT
APA Solar expands manufacturing campus in Northwest Ohio #energysky -- via Solar Power World: https://t.co/LAbOEhlXCp
I can’t believe the Strait of Hormuz has been closed for four weeks. It seems like so much longer than that. Scarcely do I remember the last time petrochemicals, urea, helium and other fundamental components could safely transit to key...
