Yuan Can't Fund Hormuz Oil Flows, Dollar Remains Essential
Paying in Yuan for Hormuz passage doesn't work, writes @biancoresearch Oil markets run on liquidity and deep capital markets. China’s financial system can’t absorb global oil flows, There’s no way to verify settlement currency at sea. #OilMarkets #Hormuz #DollarSystem #Geopolitics
Federal Intervention Shapes Oil Prices Amid Iran Tensions
Thank you @JMathieuReports and @tylerskendall for having me on @business Balance of Power yesterday, just before Secretary Burgum, to talk about oil, Iran, SPR, pump prices, and the federal government intervening in oil futures markets. @RapidanEnergy https://t.co/0RqDeHN4qa
No Evidence of Fujairah Oil Terminal Attack Yet
No credible confirmation that Fujairah’s oil terminal was attacked @DarioCpx If it were real, markets, satellite imagery, and shipping data would show it immediately. #OilMarkets #Hormuz #EnergySecurity #Geopolitics
White House Plans for Iran; Asks China for Warships
So let’s see if I got this right: The White House had anticipated (and prepared) for Iran to close the Strait of Hormuz. And part of that response is for the President to ask via social media geopolitical foes like...
Drone Strike Halts Fujairah Oil Loading After Kharg
The response after Kharg Island? Some oil loading operations in the UAE port of Fujairah, just outside the Strait of Hormuz, have been suspended after a drone attack and fire on Saturday morning. https://t.co/rhA5ofo80y https://t.co/SkhA67PyzU
Analysts' Oil Forecasts Serve Producers, Not Truth
One of the things I learned after Russia invaded Ukraine is that many commodity analysts are in bed with oil producers and ship owners. They forecast terrible oil price spikes and financial Armageddon to keep the West from being tough....
Meta's Actions Spark Alabama's Push to Ban Solar
How Meta Made Alabama So Mad It’s Threatening to Ban Solar #energysky -- via Heatmap News https://t.co/oIwyZX7bZE https://t.co/9yN0C2ZnNA
World Enters New Era of Energy Insecurity
From this week's @TheEconomist: "Whatever happens, the world is entering a new era of energy insecurity" For more see me & Meghan @ForeignAffairs: "Green Upheaval" (2021) "The New Energy Order" (2022) "The Age of Energy Insecurity" (2023) "The Return of the Energy Weapon" (2025)
Double Standards: Norwegian Gas Okay, British Gas Condemned
Help me out here, economists. Why is it okay to burn Norwegian gas but not British gas? It's a bit like saying it's okay to be a drug addict as long as you don't grow your own.
Iran’s Yuan Demand Threatens Petrodollar, Ships Bottlenecked
Did the Greek tanker owner pay in Chines yuan? What will Iran’s payment demand mean to the petrodollar? And the quantity of ships stuck in the Strait?
Energy Leads YTD; Financials and Bitcoin Lag
Brent & WTI crude oil leading YTD, Energy strong, gold hanging in there Financials & bitcoin weakest https://t.co/B5BLF2EwNT
Iran's Warning Threatens UAE Ports, Strait Oil Flow
Iran telling civilians to get out of UAE ports. After the attack on Kharg. What will it mean to maritime, the Strait, and oil?
Former Oil Alarmist Shocked by Market’s Ongoing Calm
Spent most of my career talking down the endless stream of unjustified oil market alarm. Now I’m acutely alarmed to the point of disbelief, the oil market is still shockingly sanguine, and I feel like this guy. https://t.co/5r44qi5Dxz
Trump Says U.S. Strike Threatens Iran’s Oil Lifeline
Trump Warns Iran’s Oil Lifeline at Risk After Major U.S. Strike on Kharg Island https://t.co/Z3xrAY5dPF
Iran's Crisis Now Centered on Oil
In our second ever The Glass Half Full, @sonusvarghese and I discuss the latest in Iran. At this point, it is all about 🛢️. https://t.co/OCFY56KH0d
IEA Warns Hormuz Crisis Could Trigger Historic Oil Disruption
‘The largest supply disruption in the history of the global oil market’: IEA’s take on the Hormuz crisis https://t.co/H9zKo9tCi4
German Minister Calls for Renewable Surge to Secure Energy
German environment minister urges a boost in renewables to aid energy security https://t.co/WYDxuC0GLW via @IsoldeMacdonogh https://t.co/5zqqXbdRMt
Oil Prices Unfazed by Massive Supply Shock
Brent above $100. WTI near $99. Strait of Hormuz shut. 20% of global oil at risk. IEA released 400M barrels from reserves — the largest ever. And it barely moved the needle. $WTI $USO https://t.co/Ue451KrbMz
Modern EVs: 300+ Miles, 10‑minute Top‑up
Saying "two hours to charge" on a road trip shows instantly you don't know diddly about today's EVs. My EV: ✅ can be driven 300+ plus miles ✅doesn't take 2 hrs to charge (more like 10-15 min to get enough charge to drive...
Iranian Tankers Resume Loading at Kharg Despite US Strikes
Iranian tankers back to loading at Kharg this morning despite yesterday’s US strikes on the island, which currently stages the vast majority of Iranian exports.
Aramco Loads Five Crude Tankers Simultaneously—Historic First
Saudi Aramco is loading simultaneously 5 crude oil tankers in Yanbu and Al Mujjaiz terminals on the Red Sea coast. I don’t think that’s happened ever before.
Western Tankers Barred, Iranian Vessels Still Flow Freely
It's absurd that Western tanker traffic through the Strait of Hormuz is shut down, while Iran's tankers continue to run through the Strait unhindered. Iran is a gas station masquerading as an Islamic Republic. Kharg is about shutting down the...
Markets Adjust: Bitcoin’s Smaller Dip After Iran Strike
The US struck Iran's Kharg Island last night — the hub for 90% of Iran's oil exports. Oil jumped $5 a barrel. The S&P 500 flipped negative. Gold fell. And Bitcoin? It dropped 3.5% from its session high and held...
LPG Tankers Cross Hormuz After Tehran‑Delhi Talks
One-off or sign of easing? Two tankers transporting LPG (think the butane canisters) have crossed the Strait of Hormuz in the last few hours on the way to India. The crossing happened after gov-to-gov talks between Tehran and New Delhi....
Oil Shocks Ripple Through Every Product, Exposing Economic Vulnerability
Why oil shocks still hit everything we buy. “We should be very concerned, the longer the conflict lasts, the more prices will rise and ripple through the economy.” From petrol to plastics, another fossil fuel crisis shows how exposed economies remain...
India’s Crude Basket Shows Persistent Historical Volatility
Crude has been a rough player in the past too, in India. Our average crude basket, yearly, looks like this : https://t.co/vC7nJ09nnd
U.S. Better Equipped for Prolonged Oil Price Surge
Washington Post: Years spent preparing for a global energy crisis have left the country and its economy better positioned than most to endure a long-term hike in the cost of oil and gas. https://t.co/Z93avoq3HM
No Plan to Replace 90% of Kharg Exports
Who said anything about replacing 90% of Kharg exports @DynamicMoats ? Stick to the subject
Iran Shifts Oil Payments to Yuan, Undermining Dollar Dominance
Iran has stated it will allow tankers through the Strait of Hormuz - but only for shipments paid for in Chinese yuan rather than US dollars. The dollar is THE standard currency of the fossil fuel trade. Iran didn’t just announce...
New Guidelines for Evaluating Multi-Terminal Tandem Solar Cells
Guidelines to assess three-terminal, four-terminal tandem solar cell performance #energysky -- via pv magazine global: https://t.co/qsJNLWPREf https://t.co/IRgBPkTteX
India Poised to Lead Amid New Global Oil Crisis
The global map is being redrawn, and India is right at the center of the new oil crisis. With our non-aligned status, we are in a rare position to take the lead. Dive into the full analysis of what happens...
US LNG Demand Soars, Venture Global Expands Plant
MORE US LNG EXPORTS 🇺🇸 🚢 Venture Global will move forward with an $8.6 billion expansion of its third LNG plant in Louisiana Global demand for US LNG is surging as the war in the Middle East cuts off shipments from...
Dinawan Solar Farm Joins 14 Projects in State Investment Round
Australia’s Dinawan solar farm among 14 projects in state investment round #energysky -- via pv magazine global: https://t.co/xbrjeqgLOx
SPR Shift to Oil Loans Slows Response Amid Shock
The SPR plan just got more complicated. Instead of selling oil fast, the government may “loan” it through an exchange, writes @JavierBlas This avoid charges of draining the reserve, writes @Rory_Johnston Politically safer, but slower — not ideal in the...
Utility Delays Restoration; Hours Pass, No Power
Several hours into the power outages here and according to my utility’s website they haven’t even begun the restoration process yet. Zero homes restored in 8 hours. Thousands without power. This is going to be a long outage.
Oil’s Gold Ratio Stagnates, Signaling Higher Resource Prices
Despite the recent rally, oil priced in gold has barely budged. That puts into perspective how undervalued oil may still be. And no, this is not negative for gold. If anything, it reinforces the idea that we are entering an era of structurally...
Trump Claims Kharg Island Military Targets Destroyed, Oil Untouched
Trump says military targets on Kharg island obliterated. Oil infrastructure not touched - for now. https://t.co/96z56gVY1g
US Shifts SPR Strategy From Sale to Loan Exchange
The US gov seems to have changed its mind about the terms of the use of the Strategic Petroleum Reserve: Earlier this week, it announced a **SPR release** (an outright sale, and the method used in the emergency actions of...
Strait of Hormuz Blockade Endangers Fertilizers, Aluminium, Plastics, Helium
It's not just oil and gas. What other crucial commodities are under threat from the blockage of the Strait of Hormuz? Fertilisers, aluminium, plastics, helium and more. https://t.co/H1tRNgqzv6
White House Admits Plan: Bomb Kharg Island Amid Hormuz Closure
OK, I suppose we should admit the White House was right, and, all along, they did have a plan to deal with the closure of the Strait of Hormuz. Bomb Kharg Island.
Markets Stay Optimistic Despite Unprecedented Oil Volume Shock
New at THE OVERSHOOT: Markets Are Still Sanguine About the Oil Outlook https://t.co/QsizGVkoI5 Prior oil shocks in 1973 and 1979 involved far larger price increases than what we have seen so far. Yet this shock involves a hit to volumes that is unprecedented...
US Oil Prices Spike Above $99, Market Control Falters
US oil prices surge above $99/barrel, now up nearly +10% on the week. Once again, the US appears to be losing control of the oil market.
Oil Price Hinges on Strait Progress, $90 or $110
Regarding crude at $90 or $110 Monday. ... Joint Chiefs Dan Caine said we are going to hit 6K targets today. I assume the same on Saturday and Sunday. So, Monday morning, I assume Caine says we hit 18K targets. If we see...
Real Oil Tanker Explosions Make Hollywood Stunts Look Fake
I always thought Hollywood explosions were super fake over the top exaggerations until this week when I saw actual oil tankers getting blown up. https://t.co/db4pOheLSX
Oil Prices Dictate Yields and SPX Until $
Oil = 10yr = -SPX 1 variable market continued for another week and will likely persist until oil drops back below ~$70 when the Strait is back in business. https://t.co/349BroE6sP
Hegseth Downplays Strait of Hormuz Tensions
Secretary Hegseth on the Strait of Hormuz: DON'T WORRY ABOUT IT | March 13, 2026 Update Video: https://t.co/P2LCJM2Jqm https://t.co/u911Em6TwP
NDP's Energy Apathy Undermines Alberta's Future, Says Fawcett
Max Fawcett on the Alberta NDP's Refusal to Take Energy Seriously UCP-lite isn't going to cut it. Max discusses @nenshi's leadership. abndpcaucus #ableg #abpoli https://youtu.be/khTLqGyYpzQ
DOE Allocates $500M for Mineral Processing, Recycling, Batteries
US Energy Dept aims to fund $500 million in minerals processing & recycling, along with battery parts
Canada Produces 6 Million Barrels, Consumes 2.4 Million Daily
Shocking ignorance of the most basic concept by Poilievre here. Canada produces ~6 million barrels a day and consumes ~2.4 million of them. 1/2
Gulf Oil Industry Faces Crisis After Unthinkable Event
Great explainer about just how screwed Gulf oil is now that the unthinkable has happened... https://www.youtube.com/watch?v=z6QlFpPMPKQ