Japan’s Oil Move Exposes Vulnerability, Boosts China’s Leverage
Japan taps oil reserves as Iran war spreads. Could it give China leverage? With Tokyo and Beijing still at loggerheads over Taiwan, analysts warn Japan’s decision exposes its economic vulnerability Yet another "Iran war gives Beijing leverage' piece, short answer....no... https://t.co/nx95uxzmnh
Brazil's 439 MW Bom Jardim Solar Plant Enters Testing
Brazil’s 439 MW Bom Jardim solar site begins testing phase #energysky -- via pv magazine global: https://t.co/hH761UmFpi
Crude, VIX, Bitcoin Surge After US‑Israel Iran Attack
big picture % change since U.S. & Israel attacked Iran... crude + $VIX & Bitcoin up the most... https://t.co/lK9FCWy5TY
Analysts Predict Future Hikes Already Passed
A hallmark about most fancy analysts, including many I respect, is that they don't appear to be filling up at the gas station. Most of them talk about future price hikes in the coming days, not realizing that they have...
OPEC Analyst Explains Iran War Impact on Oil
🎙️ NEW PODCAST 🎧 In the latest episode of the Oil Ground Up podcast, I spoke with @ncitayim for a view on the Iran war from one of my absolute favourite OPEC and Middle East oil analysts, reporting from the Gulf. (Link...
EU Proposes Long‑overlooked Solution to Hormuz Crisis
EU has a solution for the Hormuz issue Why wasnt this considered before? @realDonaldTrump @WhiteHouse
Natural Gas Switch Costs More Than Solar, Batteries
Switching from coal to natural gas is not the “gift” you think it is. The infrastructure costs are enormous. Far cheaper to move to solar and batteries. The administration has hurt LNG security in a big way with this conflict. https://t.co/VIukiTxMxx
Iran's Chaos Tactics Spike Energy Prices, Cheap Laser Defense Emerges
Iran's chaos strategy is disrupting energy markets and sending prices soaring. Plus: laser defense tech that costs less than your morning coffee. 🟢 Open https://t.co/ZW0OOnRdSV
Ethanol Market Outlook: EV Shift, E15
Yesterday, I had the opportunity to present a webinar titled "Understanding the Ethanol Market" for the Center for Agricultural Profitability at the University of Nebraska. During the session, I shared my insights on several key topics, including: - EV transition and...
Renewables Safeguard Rinehart’s Lithium Venture Amid Fossil Crisis
As always, the quarterlies tell the truth. "We are 80 pct renewable:" Wind and solar shield Gina Rinehart's big lithium play from fossil fuel crisis https://t.co/pGF3RZbT0n
Extended Hormuz Closure Accelerates Alternative Energy Shift
What are the longer term ramifications of an extended closure of the Strait of Hormuz? Growth in alternative energy sources? What else?
Brent up 66% YTD, Still Near Century Average
BRENT crude prices have risen by more than two-thirds since the start of the year but in real terms they remain moderate at only a little over the average since the start of the century: https://t.co/MsEc6Lww8F
Suspending Jones Act Could Lower U.S. Fuel Costs
"What the Jones Act does and how a Trump suspension could affect fuel prices" https://t.co/goGJwDm2EN https://t.co/s2CTtPeu6A
Block Iran's Oil Ports to Cripple Regime, Open Hormuz
Iran is a one-trick pony. It exports oil. Those exports pay for everything else, including its military. Shut down its oil exports and Iran implodes. Iran's ports need to be blockaded immediately. That's the fastest way to open up the...
U.S. Energy Firms Begin Re‑entering Iraq After War
We've all heard the claim that the Iraq War was a war for oil, but American energy firms barely wanted to touch Iraq after Saddam fell. Things might be shifting now. Full Newsletter: https://t.co/5iqjffXWpl #crudeoil #iraq #chevron #geopolitics https://t.co/tn3Jsb1BTc
Iran Conflict Threatens China's Small-Scale Oil Refineries
NEW ODD LOTS: What War in Iran means for the 'teapot' oil refineries in China. @tracyalloway and I talk to @Erica_Downs_ about what the closure of the Strait of Hormuz means for Chinese energy security. https://t.co/ZdGwLQJV8E
US Eases Russian Oil Bans as Iran Fuels Price Surge
Great @business reporting by @DanielPFlatley on US moves to ease restrictions on buying Russian oil. This is all backwards. Russia and Iran are making money while the Strait of Hormuz is shut and global oil prices spike. Iran's oil exports...
AI's Real Race: Securing Massive Energy Financing
AI is forcing the debate about energy and infrastructure. As hyperscale data centers expand, critics argue they are pushing up electricity demand and prices. Tech companies say they will absorb the costs or invest in alternative energy, but the long-term economics...
New Nuclear Rules Raise Radiation, Workers Exposed Outdoors
Kathryn Porter saying our Nuclear Power Station regulations are so insane, there is a policy of improving Radiation Levels with each new Station. Trouble is we now are in a situation where a Worker is exposed to higher Radiation outside...
Iran's War-Era Oil Exports Surge, Prices Likely Drop
According to this excellent @WSJ story, Iran is today exporting more oil than before war broke out. That’s insane. First order of business for the US Navy is to stop any and all ship traffic out of Iran. That won’t...
Iran's Oil Surges Amid War; Call to Blockade Ports
Iran is a gas station posing as an Islamic Republic. Iran's oil exports are reportedly up since war broke out. That's nuts. First order of business must be to blockade Iran's ports. If that hurts China, all the better. Have...
Romania Seeks IEA Membership, Embraces All‑Fuel Energy Strategy
I welcome the formal request just received from Romania to become an @IEA Member From my meetings with its leaders, I know 🇷🇴 has a strong focus on energy security & an ‘all fuels & all technologies’ approach, based on a...
Heat Pumps Harvest Ambient Energy, Bypassing Oil Dependence
Heat pumps are the most efficient heating technology ever invented. They harvest and compress pre existing heat in the air, ground or water and transport it where it is needed. That energy is all around us. And it does not have to...
War Adds $3‑6 per Barrel Daily, White House Stumped
COLUMN: The White House is running out of ways to curb rising oil prices. "... My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day — every single...
Northern Europe's Winter Power Gap Calls for Nuclear
This is a mistake. Northern Europe is one of the hardest places on earth to power with renewables. German winter is long and dark. And as we electrify heat, the greatest electricity demand will be in winter. Nuclear should be...
Miliband Vows Zero Tolerance for Oil Profiteering
Taking action on fuel prices Oil price profiteering will not be tolerated, says Miliband https://www.bbc.co.uk/news/articles/crk83e2g65no
EU ETS Now Covers 40% of EU Emissions.
EU Emissions Trading System (EU ETS) - since its introduction in 2005, the EU ETS has become the central pillar of European climate policy and currently covers around 40% of the EU’s greenhouse gas emissions. https://t.co/gO3sWBwNcg
Trump’s Aggressive Tactics Clash with Global
While the rest of the world is playing checkers, Trump is playing smash myself over and over in the balls with a sledgehammer. https://www.nytimes.com/2026/03/12/us/politics/trump-russia-oil-sanctions.html
Renewables Ensure Energy Security, Eliminating Oil Reserve Necessity
Thanks for proving how energy insecure oil is and how energy secure renewables powering electric vehicles are. There would be no need for an oil reserve or releasing 172 million barrels of oil to control oil prices in a clean, renewable...
US BESS Poised for Multi‑year Growth in FEOC Era
US BESS industry is ‘primed for years of growth’: Enertis Applus+ on financing storage in the FEOC era #energysky -- via Energy Storage News: https://t.co/k8CwkaSf5g
AI Drives VPP Unlocking Through Advanced Energy Management
AI energy management system to unlock VPP potential #energysky -- via pv magazine global: https://t.co/nZyuczQc8J
Bowen Permits Dirty Fuel to Ease Bowser Shortages
Bowen allows dirty fuel into market to address petrol bowser shortfalls and amid fears of record high prices #energysky -- via Renew Economy: https://t.co/J2zwGH51dx https://t.co/TgIf2O3pCR
Energy Expert Blames India for Hormuz Closure
Energy Expert Anas Alhajji Reveals Truth Of Hormuz Closure, Says 'India ... https://t.co/dGuOAIsElS via @YouTube
EU Pushes Made‑in‑EU Rules for Solar Components
European Commission proposes Made in EU requirements for solar inverters, cells #energysky -- via pv magazine global: https://t.co/CAGyCQpocQ
US Grants 30-Day Waiver for Global Russian Oil Purchases
US issues 30-day waiver -- to all countries -- to buy Russian oil that was already on tankers as of March 12. https://t.co/Qrk6IGKEwh
Coal Mine Threatening Koalas Gets Clearance Amid Renewable Stagnation
Methane-leaking, koala-threatening coal mine gets all-clear in state where renewables projects are in limbo #energysky -- via Renew Economy: https://t.co/W2m9PXwwuO https://t.co/idcip5eygl
Gasoline Dip Masks Rising Electricity and Natural Gas Costs
Energy Inflation for Americans. Dropping gasoline prices since mid-2022 papered over big price increases in electricity and natural gas. But that’s now over https://t.co/KjuZv4jN7V https://t.co/8HsWsulfsD
Midstream MLPs Gain Double Tailwind From Falling Rates
Midstream MLPs are the toll roads of energy — they get paid regardless of commodity prices. Now with rates falling, yield spreads are widening and borrowing costs are dropping. Double tailwind. @InfraCap @JDHatfield_ICAP break it down 👇 https://t.co/VsVjJ2Qwhm
Heliup Secures €16M to Boost Lightweight Solar Panels
Heliup raises €16 million to scale lightweight solar panel production #energysky -- via pv magazine global: https://t.co/27lwjReKMC
Iran Conflict Could Actually Push Oil Prices Down
The war in Iran will lower energy prices By Peter Navarro "Roughly a quarter of the world’s seaborne oil trade transits the Persian Gulf, much of it through the narrow Strait of Hormuz. When markets price crude oil, they must account for...
Iran's Gains Spark Higher Oil, Global Economic Risks
Iran Is Winning, Which Is Dangerous 💫Odd Man Out 💫Confirmed Bear 💫Higher Oil, Higher Dollar 💫Higher Oil, Higher Yields 💫Higher Oil, Higher USDJPY 💫Higher Oil, Higher Inflation Expectations 💫Higher Oil, Lower AI Investment 💫Higher Oil, Lower Markets https://t.co/WEe7RNmgRh
Australia’s Energy Superpower Still Relies on Imported Fossil Fuels
Why does an energy superpower like Australia still depend on global fossil fuels? #energysky -- via Renew Economy: https://t.co/0HGmHA1yBm https://t.co/XtOt5TzvF3
Oil Shock Upends Markets; Fed Cut No Longer Expected
There is probably no single individual asset as widely-consequential to global markets than oil. The financial system’s simply not built to adjust smoothly to extreme swings in oil, let alone in the face of third-biggest quarterly jump in 40 years. Global...
US Licenses Russian Oil Sales Amid Iran War Profits
NEW: US Treasury issued a general license for the delivery and sale of Russian oil loaded on vessels as of March 12. Moscow continues to be the single largest beneficiary of the Iran War. https://t.co/oVlT1gzuuN
Russia Gains $150 Million Daily From Oil After Hormuz Closure
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz. https://t.co/cfFgUkBWrB
Oil, Dollar Index, and Emerging Market Retest Strategies
This was a lot of fun. Check out my poolside chat with @stephenweitzel from yesterday We talk about the action in crude oil and energy, the intermarket implications of a big level for the US dollar index, and how to play...
Rising Nuclear Plant Costs Threaten US Energy Future
Nick is a nuclear expert who wrestles with that most important yet underemphasized issue of nuclear in the US: Continually rising construction costs.
Unsure About Hormuz? Check This Detailed Analysis
Lots of people asking me my opinion on the Hormuz situation. The truth is I don’t really know what to think. But my inclination is to direct everyone to this link: https://t.co/YQsMAPHfJr
VPPs Accelerate Data Center Connections, Slash Bills 20%
Virtual Power Plants can help data centers get connected faster while giving consumers a 20% discount on their electricity bill. VPPs are anchored by batteries, EV charging, and smart water heaters. Fastest way to meet load growth. @EnergyEmpirePod https://t.co/Duchh2r3Fr
Remote Field Chosen over Easier Saudi Oil Sites
This is curious. It's a big field, but remote and involves flying a dogleg over Saudi or a long way over the UAE. Would have thought Ghawar, Khurais or Abqaiq would be easier targets.