Europe's Self‑Inflicted Energy Crisis Exposed
Europe's self-imposed energy crisis. As @envMENTALsubstk says: There’s a reason that parable is not “He who laughs first.” Not Laffan Now, by @envMENTALsubstk https://t.co/j8yij78H14
Demand Drops only After Gas Hits $5 per Gallon
At what price is demand destruction when it comes to gasoline prices? According to Casey's General Store on their earnings call yesterday, “on the volume side of things, with absolute retail prices, we really don’t start to see any level...
White House Solar Panels Survive Three Presidents
Trump has kept the solar panels on the White House roof that @BarackObama first installed more than a decade ago. https://t.co/EODVlzOSTr via @axios Jimmy Carter first put some on in the wake of the 1970's oil crisis in a symbol...
Oil's Wild Swing Reveals Conviction‑free Market
$WTI crashed from $100 to $83 in a session. Then bounced back to $87. Oil volatility this extreme hasn't happened since 2008. Every rip gets sold. Every dip gets bought. Nobody has conviction. Everyone has exposure. https://t.co/UWmcEvxdHn
Westward Gulf Pipelines Become Critical in Coming Weeks
In the coming days and weeks, a lot may hinge on the pipelines running West from the Gulf. Chartbook Top Links of the day just dropped: https://t.co/olUgBDf1dD
Kenya to Add 1,200MW Gas Plant for Rising Power Demand
Kenya plans to build a 1,200-megawatt gas-fired power plant on its east coast as it ramps up electricity output to meet growing demand https://t.co/Fdp0uS6Rat
Seasonal Blend Adds 25¢; Limited Further Gas Rise
25 cents of the 65-cent surge in retail gasoline prices was due to the usual seasonal switch to the summer RBOB blend... ...and if futures hold here, we are only looking at another 10-15 cents of pump-price upside $UGA $GASO...
Seeking Updated European Marginal Fuel Data Post‑2021
Hive mind: Has anyone seen (ideally recent) data on the marginal fuel in European countries? The Zakeri and Staffell paper from 2023 gets cited a lot but it's from a few years ago, data for 2021
Europe’s Fossil Dependence Exposes Vulnerability, Urging Faster Energy Transition
I was interviewed by @AlJazeera on impacts of Middle East crisis on energy markets. We discussed Europe’s structural vulnerability due to fossil fuel imports, broader economic effects of energy price volatility & why this moment should sharpen focus on the energy...
WTI Oil Bounces Between $82‑$92 Since Monday
Ex the plunge yesterday afternoon, WTI crude oil has ranged from $82 to $92 since mid-Monday https://t.co/B3lICn2XOe
WTI Crude Likely Slides Below $57.42 by 2026
A Down 2026 for WTI Crude Oil Is Under $57.42; What Stops It? The world's largest energy producer and net exporter's attack on Iran and the closure of the Strait of Hormuz provided strong reasons to pump crude oil prices...
Energy Index Surge Threatened by Falling US‑Canada Demand
Collapsing US, Canada Demand vs. Supply and Energy - The Bloomberg Energy Spot Index (BCOMENSP) has had an exceptional year in 2026, gaining about 30% to March 10. Is it sustainable? My graphic shows top reasons why the 1Q pump...
Iran's Hormuz Control Boosts Oil Exports Beyond Pre-War Levels
Iran’s Control of Hormuz Means It’s Exporting More Oil Today Than Before the War https://t.co/UlXJwHN0ld
Rising Gas Prices Clash With Record Low Market Volatility
$3.50 Gasoline Spike May Fuel $2 Toward Year-End - The oxymoron of spiking energy and precious-metals volatility vs. a complacent stock market may prove unsustainable, with deflationary implications. Sustainability is a key question from my graphic showing the national average...
Oil's Global Conflicts Drive Home Energy Costs
Why oil matters: conflicts abroad, costs at home - The Story | Podfollow @ACGlobalEnergy #oil https://t.co/tCpybAcB7p
Gas Plants Win 60% of UK Auction, Remain Essential
Gas-fired plants secured almost 60% of capacity in the UK’s latest market auction, underscoring their central role in the energy system even as the country pushes for cleaner power. https://t.co/TtQEhCvrH7
Oil Climbs 2% as Iran Threatens Tech Sites, Reserves Released
Oil prices +2% - here’s the latest: ⚠️ Iran: Says it will target U.S. technology company facilities next, including $AMZN $MSFT $NVDA $IBM $ORCL $PLTR locations in Israel, Dubai, and Abu Dhabi 🛢️ Oil reserve release updates: 🇩🇪 Germany to partially release national...
Oil Prices Drop, Likely Stabilize at $90‑$100
I wrote this piece: "What can make the oil price fall?" on Sunday night because debate around oil had gotten far too one-sided. We've now fallen significantly and - while hostilities continue - I think we'll bounce around in a...
Strait of Horm
US political leaders, the oil industry, and traders are waking up to what we advised clients in June: restoring oil and LNG flow in the Strait of Hormuz won't be quick or easy. A load-bearing assumption in global energy is...
IEA Report Signals Shift From Oil Oversupply to Shortages
From oversupply to concern of shortages - IEA oil stocks release is coming, sources say https://t.co/ttzyIWK0qw
Meloni Threatens Crackdown on Energy Price Speculators
Meloni says the Italian government could take action on companies speculating as energy prices spike over the war https://t.co/BbvWulpYyD via @donatopmancini https://t.co/mdhE0Kkxk9
Europe Launches First Microgrid‑linked AI Data Center
Powering AI: Europe switches on its first microgrid-connected data center “Microgrids are localized energy systems that can generate, store, and distribute power. The systems are already being widely used in the U.S.” https://t.co/I7IdIAYzTf https://t.co/5arYJMWh1R
Russian Oil Tax Price Tops Budget Target Amid Iran War
MOSCOW, March 11 (Reuters) - The price of Russian oil used for taxation has exceeded the budget target for the first time since January 2025 because of the rise in global prices caused by the Iran war, Reuters calculations showed...
EU Mulls Gas Price Cap to Cut Power Bills
EU weighs a gas price cap to lower power costs amid Iran war https://t.co/3qDLf3s6Jq via @johnainger https://t.co/A2PK57MYOp
Reserve Composition Outweighs Sheer Size, IEA Shows
More on the IEA reserves: US has only crude Japan has a mix of crude and products Europe has mostly products The mix of the release is as important as the size of the release
Countries Urge China to Curb Oil Reserve Purchases
Also, as the IEA releases, member countries are reaching out to China to make sure it doesn't use the opportunity to buy more barrels for its own reserve (as it did in 2022). (...the IEA-Chinese coordinate was last done in 2011...
IEA Release: Watch Daily Flow, Not Total Barrels
When the IEA release is announced, my focus won't be on the headline number (say 300-400m barrels). Ignore that number. The key is the flow, in BARRELS PER DAY, the IEA promises FOR THE FIRST 20-30 DAYS of the stockdraw, and...
Oil Markets Destabilized by Info War and Hormuz Closure
Spoke with Bloomberg earlier today about the IEA stocks release plan, the information war on top of the military conflict in the Mideast, the severe pricing dislocations in the oil market, plus the unfolding impact of the continued closure of...
Net Zero Saves Money; Fossil Dependency Is Real Cost
Reaching net zero by 2050 is often framed as a cost burden. The UK Climate Change Committee’s latest analysis suggests the opposite. The real risk is fossil fuel dependency. https://t.co/m4AZokLzFS
AI-Driven Power Surge Pushes Texas Coal Plant Toward Solar
America’s appetite for electricity is exploding—driven in part by AI and data centers. In Texas, one coal plant is planning a surprising transition to solar. But meeting this new demand may also mean more fossil fuels. My latest for PBS...
G7/G20 Vows to Curb Iran Oil Leverage
Inside the G7 (and the G20) most countries are absolutely livid with the Trump administration's attack on Iran, but don't mistake their indignation with a desire to let Iran take the global economy hostage via oil. G7/G20/OECD nations will respond...
South Korea Accelerates Nuclear Restarts Amid Middle East Fuel Crisis
South Korea will speed up the restart of nuclear reactors undergoing maintenance to secure energy as the war in the Middle East chokes fossil fuel supplies 🇰🇷☢️ The nation will seek to start two units this month, and a further four by...
IEA Report Likely Shows Oversupplied Market Amid War’s End
How would a big IEA release look considering: -- The war is about to be over "very soon" -- The market is well-supplied, as repeatedly and recently claimed -- Brent is <$90 Just asking... 😅🤔
Qatar's Ras Laffan Outage Tightens LNG Market, Spikes Prices
The world's largest LNG plant hasn't exported a shipment in five days. That's the longest streak since at least 2008 🇶🇦⚠️ Qatar shut its Ras Laffan facility last week after a drone attack The longer Qatar's outage continues, the tighter the market...
IEA to Release More Oil than Post‑Ukraine Invasion, Hormuz Closed
The IEA is preparing to release more oil than it did after Russia invaded Ukraine. The Strait of Hormuz remains closed to tankers. 🔒 Members-Only https://t.co/TcCIMKXR4l
Inflation‑Adjusted Crude Oil Poised for $220 All‑Time High
Crude Oil adjusted for inflation is quite cheap An all-time high is very realistic -- that would put Crude above $220 per barrel Likely by the end of this decade $CL_F https://t.co/oQOmEtjGtH
EIA Predicts Brent Surpasses $95 per Barrel Soon
US #EIA forecasts #Brent >$95/barrel over the next two months in its latest STEO. https://t.co/YJdFYlyAms
California's Rooftop Solar Incentives Slashed, Balcony Panels Rise
Wrote about the latest gut punch to rooftop solar incentives in California — and what comes next, including the dawn of balcony solar: https://t.co/KcQ7aj2LIc
Utah Data Center to Power with 1‑GW Solar Farm
1-GW solar project planned for Utah hyperscale data center #energysky -- via Solar Power World: https://t.co/Id925FeaBi
IEA's Massive Oil Release Hinges on Single-Country Veto
IEA Proposes Largest Ever Oil Release From Strategic Reserves…but if one country objects then it won’t go through (kinda like OPEC…) https://t.co/wnthFedVaT
Admin Allegedly Uses Vague War Comments to Control Oil Prices
If the administration’s strategy to keep oil prices down is to manipulate the market by making false and/or vague statements on social media about the war then well…points for creativity
Lithium Still Beats Long‑Duration Storage, Industry Calls for Diversity
Long-duration tech still outcompeted by lithium, trade group advocates for ‘valuing diversity’ #energysky -- via Energy Storage News: https://t.co/ARa90ueYl7
Gas and Diesel Prices Surge 25‑40% Since January
Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation. California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23. https://t.co/hv90K5cgPf https://t.co/NCe7JLzqmA
Solar Dominance and Rooftop Panels Ensure True Energy Independence
The only actual energy security in the world is solar energy dominance in countries that produce their own solar panels. The only actual energy indepedence is hundreds of millions of rooftops with solar on them, which builds a decentralized grid...
Co‑ownership Offers Quicker, Cheaper Renewable Rollout, Report Says
Co-ownership vs consultation: Landmark report proposes faster, cheaper path to renewables #energysky -- via Renew Economy: https://t.co/7lWCPVACJ7 https://t.co/t7SdJhurNu
Embedding Unpredictability Into Boxship Supply Chains
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...
Energy Secretary Whipsaws Crude Prices Again
A now-deleted post from Energy Secretary Chris Wright whipsawed crude for the second-straight session 🤡 @ENERGY $USO https://t.co/XlECoBdhiQ via @WSJ
PowerBank Secures Funding, Clears Hurdles for 7 MW NY Solar
PowerBank secures funding, clears environmental hurdles for its 7 MW New York community solar project #energysky -- via pv magazine usa: https://t.co/cuWBlZKcKm
Iran Weaponizes Hormuz, Blocks Oil; US Pushes Escort Reopening
WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...
U.S. Boosts Solar Power with 43.2 GW Added in 2025
US adds 43.2GW of new solar PV capacity in 2025 #energysky -- via pv-tech: https://t.co/aZ7O8AfdNy