EU Secures Record 25.2GW Solar Capacity for 2025
EU awards record 25.2GW of new solar PV capacity through government auctions in 2025 #energysky -- via pv-tech: https://t.co/yliV4mMqd6
Only Hormuz Reopening Can Avert Global Oil Crisis
Trump has a few days to finish the war before oil finishes him, says @JavierBlas That's wrong. This was finished on March 1 when tankers stopped moving through the Hormuz Strait. Trump has a few days to find a way to get...
Quarter‑billion Barrels Lost From Hormuz Shutdown
We've already lost roughly a quarter *billion* barrels in cumulative oil supply thus far in the Strait of Hormuz stoppage.
Oil Crash Exposes Trump's Premature Victory Claims
Oil is the lifeblood of the global economy, and it just had a heart attack. What does the buffoon-in-chief say? "We won. We won. We won the bet in the first hour. It was over. But we won." I agree with him that...
Oil Price Spikes Topple Presidents, a Universal Threat
A surging oil price arguably ended the presidencies of all of Nixon, Carter, GHWB, and Biden — it’s maybe the one thing every President should be paranoid about.
Markets Brace for Extended Oil Shortage Despite IEA Release
The IEA just released 400 million barrels to cover a 20-day shortage. Oil markets are pricing in something longer. Private credit funds are starting to gate withdrawals. 🔒 Members-Only https://t.co/G7C0qy6noj
Hormuz Closure Cripples Oil Markets Amid Ongoing Crisis
hardly the "win" to boast of when the Strait of Hormuz remains closed, oil markets and everything downstream plus several other key commodities are buckling under extreme strain, the Mideast is on fire, and there is no end in sight...
Tankers Attacked, Brent Nears $100, Middle East Risk Spikes
Brent crude #oil is flirting dangerously close to the $100/bbl level once again after two tankers were attacked in Iraqi waters, underscoring the broader risks to energy assets across the Middle East and overshadowing a record oil release from the...
Ecoflow Launches 5 kWh Inverter Battery with Full Discharge
Ecoflow debuts 5 kWh residential inverter battery with 100% depth of discharge #energysky -- via pv magazine global: https://t.co/69GUPjmW2C
Oil Spike Fuels Inflation Fears, Squeezes Stocks
Crude oil prices rose - feeding inflation fears and punishing the stock market- despite an IEA release of 400 million barrels from emergency stockpiles. Now what? #crudeoil #oilprices #IranWar #stocks #stockmarket #inflation #macro #trading #dollar https://t.co/jccqS0V3d3
Iran Conflict Fuels Gulf Tanker Attacks, Crude Surge
About to jump on CNBC @asiasquawkbox to talk about the Iran War, the Strait of Hormuz, the latest tanker attacks in the Gulf, and tonight’s jump in the price of crude. Tune in! https://t.co/myMaR7VRA7
SPR Release Announcement Triggers Panic, Fuels Oil Prices
In case you are wondering why oil prices continued to rise despite the US announcement of a massive SPR release: In the SPR literature, more than 30 years ago, experts warned that announcing an SPR release might signal crisis and cause...
Supply Shocks and Politics Won’t Push Oil Prices Down
exploding tankers, the us releasing 40% of its remaining oil reserve, and trump bragging about how well things are going: not indications for low oil prices.
European Solar Prices Surge Above €0.1/Wp Amid Optimism
European solar module prices tick above €0.1/Wp as buyer optimism remains high #energysky -- via pv-tech: https://t.co/GanafT7ZBD
Brent Crude Nears $100 Again, Reason Unclear
Brent crude pops back toward $100 because, well, hard to say why it wasn’t there already https://t.co/SGjbVYODt2
SPR Buffer Brief; Hormuz Delay Drains Reserves Fast
A 400M barrel release can cushion the shock, but only briefly. If Hormuz shipping isn’t restored by late March, losses outpace the reserve fast—about 80M barrels per week. The SPR buys time, not supply. #OilMarkets #SPR #EnergySecurity #Hormuz #EnergyCrisis
Physical Supply Shortage Freezes Oil Market Despite Premiums
The oil market isn’t clearing Available barrels are being offered at extreme premiums, but refiners are refusing to buy When prices rise this fast, markets freeze. The problem isn’t cost. It’s physical supply. https://t.co/bjYMZAsRUg #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #EnergySecurity
Seizing Whole Oil Tankers Raises Serious Questions
Does this strike anybody as weird that we are just seizing entire ships of oil?
Google Commits to 30 GWh Iron‑air Storage Despite Efficiency Loss
Google bets big on 30GWh of Form Energy’s iron-air battery storage despite efficiency trade-offs #energysky -- via Energy Storage News: https://t.co/Mt1Yhr3Zzq
Hormuz Closure Disrupts Global Energy, Food, Metal Supplies
Good morning from Hong Kong. Day 13 of the Iran War. Hormuz effectively closed, impacting not just global energy supply chain but also food and metals. https://t.co/yXfDXHwzMN
US Oil Prices Jump 70% Since December,
US oil prices extend gains to rise above $94/barrel, now up +70% since December 2025.
Australian Fuel Prices Surge, up $0.77 per Litre
Fuel has now gone up by $0.77 cents a liter in Australia and keeps climbing by the hour. How much further shall it goooo
China’s Leverage over Iran Could Shape Xi‑Trump Summit
This is just my wild guess: If the IRGC continues to block the Strait of Hormuz and begins targeting China-linked vessels, Beijing may not rule out the possibility of deploying naval forces to escort commercial ships through the strait. That said, naval...
Iran Keeps Oil Flowing as Gulf Supplies Stall
“Winning like never before”? Iran keeps exporting oil through Hormuz Saudi, Iraqi, and Gulf supplies stall and global shipping freezes. Control of the chokepoint looks very different from the victory narrative. https://t.co/XWciH00m2o #IranWar #OilMarkets #Hormuz #EnergySecurity #Geopolitics
New Coating Keeps Solar Panels Clean without Losing Efficiency
Researchers develop dirt-repelling solar panel coating that doesn’t affect light absorption #energysky -- via Solar Power World: https://t.co/BJgSBTxln9
Physical Market Beats Narrative as Brent Nears $100
DAY 13: The physical market appears to have won the battle over the manufactured narrative. The IEA announced 400 mil barrels release but crude went 🆙 instead of down. Brent eyeing $100 again. 🧵
Iranian USVs Ignite Two Oil Tankers, 400k Barrels Threatened
The Malta-flagged 50k ton Greek-owned tanker and Marshall Is-flagged 74k ton American-owned tanker is on fire in the anchorage off Iraq. It is suspected the ships were hit by Iranian unmanned surface vessels (USVs). The ships were involved...
Texxecure Introduces Standardized PV System Quality Rating
Germany’s Texxecure launches standardized quality rating for PV systems #energysky -- via pv magazine global: https://t.co/KtYvGwXuTl
US Taps 172 Million Barrels From Strategic Reserve
United States to release 172 million barrels of oil from Strategic Petroleum Reserve: Department of Energy $USO $XLE
U.S. to Release 172 M Barrels Over 120 Days
U.S. details its participation in the IEA coordinated SPR release. Washington will release 172 million barrels over a 120 day period, equal to a flow of ~1.4 million barrels per day.
SPR Releases Are Optics, Not Price Drivers
Reminder: tapping the "Strategic Petroleum Reserve" is just about optics. It has no meaningful impact on the price of Oil because the reserve is so small, only representing 20 days of US Oil consumption (assuming we used it all) and...
Colombia's Top Energy Stock Near 4-Year High
Game on. Another strong rally in Colombia’s largest energy producer. Now approaching 4-year highs. Here are a few other similar setups: https://t.co/YcLcY6et8c https://t.co/3oWP9oWMkn
Zero-Fuel Renewables Slash Electricity Costs by Cutting Fossil Expenses
"Why do wind, water, and solar reduce electricity price? Because they have zero fuel cost. They eliminate the energy and cost needed to mine, transport, and process fossil fuels, including from dangerous parts of the world."
Trump Urges Tanker Crews to Brave Hormuz Strait
Trump, 2 days ago: oil tanker crews should “show some guts” and sail through the Strait of Hormuz
Oil and Commodities Set to Rise Despite Iran War Outcome
Carlyle's Jeff Currie lays out a case for why oil and other commodity prices are heading higher, regardless of the exact outcome of the war in Iran. https://t.co/tMKWpSXhYe
US SPR Drawdown To
Finally, some US SPR detail. Reportedly beginning next week. Still no mention of official flow rate (what really matters), but Sec Wright said the drawdown would last ~120 days which yields ~1.4 MMbpd draw pace. (Biden admin managed ~1 MMbpd max drawdown rate...
Energy‑efficiency Firm Receives Permanent Ban for False Claims
Permanent ban for energy efficiency company that falsified claims, misled regulator #energysky -- via Renew Economy: https://t.co/baLK5uJHkt https://t.co/eFAbSFcov3
Ten AP1000 Reactors Could Add Trillion Dollars
Building 10 Westinghouse AP1000s Could Give the U.S. a Trillion-Dollar Boost #energysky -- via Heatmap News https://t.co/9JqjtAvsZB https://t.co/TE2KcjKKZS
Pipelines:
Oil prices up? This is why we need more pipelines. Oil prices down? This is why we need more pipelines. Oil prices steady? This is why we need more pipelines. Sky blue? This is why we need more pipelines. Dark...
Electric Farm Gear Beats Diesel on Cost, Boosts Profits
Electric Farm Machinery Now Cheaper Than Diesel Equipment Mike Casey is a New Zealand cherry orchardist who electrified every aspect of his farm 5 years ago. He explains how that has grown his profits. Will e-farming work in Canada? #cdnpoli https://youtu.be/L5pn5d9v2Lw
Estonia Adds 105 MW Solar Capacity by 2025
Estonia deploys 105 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/TCV1EA87FW
Brent Oil Stalls Near $95 Resistance, RSI Overbought
#BrentOil Comp Doji Candle and Sideways. Support $84.1, $80, $73.2, $66.8. Resistance $95, $100, $108.2. RSI 70 Overbought. Top Bollinger Band $105.6. Midpoint Line $85.3. Bottom Band $64.9.
Sustained $90‑$100 Oil Drives $3 Gasoline Spike
Oil is the only commodity that is used in every single sector of the US economy. It is a commodity like no other. So it really matters how long it stays elevated, and when I say elevated, anything north of...
IEA Ignores Demand Solutions, Relies Solely on Supply
Final comment on IEA release: If the shortfall is such that it requires a 400 million barrels release, surely demand measures should had been approved too: fuel switching (oil-to-coal, gas-to-coal); societal behaviour (lower highway speed limits, lower AC/heating use), and...
Coverage of Corporate Intrigue Hinges on Familiar Characters
There's a lot of amazing coverage on the internal machinations at @Chevron. Follow @Sheila_Dang for all the developments.
Smart Thermostats Could Save BC Hydro Billions
How a Smart Thermostat Can Save Billions for BC Hydro - and Consumers Catherine Jefferey, energy policy advisor, @cleanenergycan , B.C. about a new report, "Distributed Energy Resource Potential Study." bcpoli #cdnpoli https://youtu.be/OPFL9Rdg9u4
Rapid Deep Dive: Reopening Hormuz Strait Energy Implications
So much energy geopolitics, a weekly show is not enough. Check out our new rapid response deep dive on key Iran-related energy questions like this episode’s look at what it would take to reopen the strait of Hormuz. Great...
Trump Seeks Defense Production Act to Boost California Offshore Oil
NEWS: President Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the California coast. The move to summon Defense Production Act authorities is set to preempt state laws & ease permitting for...
Trump Confirms US Join IEA Oil Release, Plans SPR Refill
President Trump has formally confirmed the US is participating in the IEA emergency oil stock release. “We’ll do that and then we’ll fill it up,” Trump said referring to the Strategic Petroleum Reserve. “Right now, we’ll reduce it a little...
Energy Stocks Poised for Long-Term Surge, Not Short-Term Fluke
Energy stocks are leading the market again, yet many investors still think this is just a short-term trend. It’s not. Here is an important reminder: Most oil companies are generating free cash flow near historical highs with WTI above $80. This likely marks the...