Reliance Redirects KG‑D6 Gas to Secure Household LPG
#JustIN | At a time when global energy markets are experiencing volatility, ensuring uninterrupted access to essential fuels for Indian households remains a national priority: #RelianceInd says Natural gas produced from the KG-D6 Basin will be diverted to support supply to priority sectors Working with the government to maximize #LPG production
G7 Leaders Convene Video Call on Gulf War Energy Crisis
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
Argentina Launches 700 MW National Battery Storage Tender
Argentina tenders 700 MW of battery storage nationwide #energysky -- via pv magazine global: https://t.co/fPJqWq2Ss4
Beazley Buys kWh Analytics to Boost Renewable Underwriting
Beazley acquires kWh Analytics to scale renewable energy underwriting #energysky -- via pv magazine usa: https://t.co/HU8MHQTedQ
Oil Prices Mirror Chaos Theory's Butterfly Effect
My monthly takes a look at oil price scenarios Inspired by Jurassic Park and Jeff Goldblum’s explaination of chaos theory. This hit close to home. Made my mom cry - should have warned her about the ending. The Butterfly Effect...
Navy Warns Danger, Trump Urges Risky Hormuz Passage
If the Navy says it’s too dangerous to escort ships through the Strait of Hormuz, but Trump says tankers should have the guts to sail through. This is some serious mixed messaging.
Rising Oil Prices Spur New North American Energy Security Focus
You don't have an economy without energy, so you really care about how long these prices are elevated. Let's make the assumption that the stable price of oil post this, is gonna be between $60 and $70. Oil was less...
Taiwan's Energy Future Needs
There has been a lot of commentary over the past week on China's energy vulnerabilities but much less about Taiwan's. In 2020, I coauthored a @CarnegieEndow report on Taiwan's energy trilemma of security, affordability, and sustainability - with ideas for...
Extreme Crude Oil Price Swings Linked to Inflation
New free article: Tail Events in Crude Oil Plus Inflation-Adjusted Prices. Link in reply below. 👇 https://t.co/zZ0F6nhkje
UK Seeks Experts to Craft AI-Driven Energy Policy
UK government issues open call for experts to shape AI energy policy #energysky -- via pv magazine global: https://t.co/hQ1EUBbdg9
South Korean ESS Supplier Opens Indiana Factory
South Korean ESS component supplier will build US factory in Indiana #energysky -- via Solar Power World: https://t.co/IHTPPbh5vU
Regulators and Eversource Collude, Raising Fixed Fees 43%
Here's a blow-by-blow of how utility regulators and utilities collude to screw you. In this case, Eversource, New Hampshire's largest utility, got a 43% increase in the fixed monthly charge consumers pay. 43% https://t.co/zDXDvQwYc7
STEO Lacks Scenario Modeling for Strait Closure Policy
Important to note that the EIA’s Short-Term Energy Outlook (STEO) doesn’t take a firm position on discretionary White House policy. I actually really like the STEO, but it’s not built for a moment like this, which demands Strait closure duration scenarios,...
Energy Secretary's Tweet Triggers $80 Oil Dip
Why you reeeeally need to think before you tweet if you’re the Energy Secretary. Oil prices fell under $80 bc of this. US official: ‘Not true’ Navy successfully escorted oil tanker through Strait of Hormuz https://t.co/nI7oZeeaDh
Pakistan Deploys Navy to Guard Oil Lifelines Amid Saudi Ties
Pakistan says it has launched a naval operation to protect its “energy lifelines.” In some ways expected: oil importing nations in Asia may step in protecting their own tankers. (Importantly, Pakistan has a defence treaty with Saudi Arabia, and buys...
Reopen Hormuz Strait, Not Ban Oil Exports
Want to understand what's going on with rising oil prices and Iran? I gave a full breakdown on @tbpn. The basics: • There is absolutely no substitute for reopening the Strait of Hormuz, whether through rapid victory or through a well-protected convoy. •...
Navy Halts Escorts, Raising Hormuz Supply‑Chain Risks
US Navy refusing to escort commercial ships thru the Strait. Saying the risk is too high. Is the end of the war not as close as some infer? Is supply chain risk escalating? Can a prolonged war fracture some of...
China’s Solar Surge Outpaces Declining US Installations
US solar installation: Down 14% between 2024 and 2025. Chinese solar installation: Up 14% between 2024 and 2025. Last year China installed more than 7 times more solar capacity than the US. So much for energy dominance... https://t.co/te4ziwFqlX
Iran Says Current Oil Disruption 4‑20× Worse than Past Crises
Foreign Minister of Iran claiming current oil disruption is 4-20x more severe than previous oil crises https://t.co/33VOGTSEeb
Singapore Boosts 2030 Solar Goal to 3 GW
Singapore raises 2030 solar target to 3 GW #energysky -- via pv magazine global: https://t.co/PpRx1O5JTA
Hybrid Solar‑Battery Farm Begins Construction, Sheep Included
Solar, storage and sheep: First sod turned at game-changing hybrid PV and battery project #energysky -- via Renew Economy: https://t.co/DQsJEXqpqz https://t.co/Xxr9iTs3j8
Google’s “Renewable” Data Center Still Runs on Fossil Fuels
Google continues to lie about being "renewable"—this time by claiming a new data center will be powered by "wind and batteries." Let's do some honest journalism here: Google's data center in Minnesota will be connected to the local grid, powered largely by...
Hormuz Tensions Spike Oil, Pressure Global Markets
Oil prices are spiking as the frozen Straits of Hormuz has become the epicenter of the conflict. As of Sunday night’s futures open, WTI futures are trading at $108, which could make the...
Princeton Deploys Massive Ground‑Source Heat Pump, Showcasing Campus Innovation
Universities provide an interesting testbed for adopting innovative technologies. Here is Princeton using what appears to be a very large ground source heat pump with 2,000 (!) boreholes. https://t.co/SowKV9ivJe
US Lifts Sanctions, Fueling Putin's War and Iran Intel
India and Russian oil with US sanctions lifted. Revenue for Putin’s illegal Ukraine war? And for providing intelligence to Iran on US military? Oh right. War criminal Putin said that did not happen.
Oil Demand to 2050 Drives Petrochemical Price Surge
Oil is deeply embedded in the economy. Whatever happens in the short term, demand contonies to grow through 2050.
Oil Prices Swing Amid Naval Escort and Mine Threats
Crude Oil has to be impossible to trade right now Red = Transportation Secretary Chris Wright says the Navy escorted a ship through the Strait of Hormuz, -8.3% Blue = Social Media post deleted, +5.49% Green = repost below, potential mines in the...
Oil Swings $21 in Two Hours—Unprecedented Volatility
Absolute insanity: In just 2 hours, oil prices have now fallen -$10/barrel and risen +$11/barrel, with prices now nearing $90/barrel again. This is unprecedented volatility.
State Collapse Boosts Lebanon's Solar Surge, Free EV Driving
One data point: the collapse of the state in Lebanon favored localism. It now has the highest solar penetration (even >> since 2023, 34% of total energy). Totally unregulated. You can use an electric car and drive for free...
West Coast Jet Fuel Shortage Hits Air Cargo, Passengers
Jet Fuel Shock Looms on U.S. West Coast as Asian Exports Dry Up. Air cargo and passengers to be affected. https://t.co/QUO2O9u8dm
Robust Optimization Highlights Transmission’s Untapped Grid Potential
Rapid demand growth is straining the electric grid—and the planning models used to expand it may be making things worse. Current deterministic approaches to grid planning systematically undervalue opportunities to build assets that are robust and adaptable to the many...
Iran Mining Strait Could Fully Close Vital Shipping Lane
Uh. This would be REALLY bad. Up until now, traffic through the Strait has been functionally halted but it isn’t exactly *closed*, ships can are some are taking the risk. If Iran successfully mines the Strait, it’s *closed* closed.
Energy Secretary Retracts False Navy Escort Claim
Energy Secretary Deletes Post Claiming U.S. Navy Escorted Oil Tanker Through Strait of Hormuz https://t.co/AgwPq9migq
Energy Secretary's Deleted Claim Boosts Dollar, Trims Stocks
Reports indicate US Energy Secretary deleted his social media post claiming the US Navy escorted an oil tanker through the Strait of Hormuz. USD has turned better bid following the deletion. Stocks trim earlier gains. April WTI recovering off...
Hormuz Closure Nullifies OPEC+ Supply Pledges
The Strait of Hormuz carries 20% of global oil demand. It's still closed. OPEC+ pledged 206K bpd in April. Middle East producers are cutting because storage is full. Supply math doesn't work when the pipe is shut. https://t.co/EMaJvlSk4u
High Oil Prices Slightly Lift Inflation, Minimal GDP Hit
‼️$100 oil prices have a surprisingly modest impact on the US economy: A persistent oil shock through 2027 would push headline inflation up +0.7 percentage points at peak, while core inflation and unemployment each rise just +0.1 percentage points. Real GDP effect...
US Navy Escort Uncertainty Threatens Global Trade via Hormuz
Hormuz Disruptions, US Navy Escort Plans (or lack of) and Impact on Global Trade 1⃣Strait of Hormuz Update: March 10, 2026 2⃣Chairman of the Joint Chiefs of Staff General Caine Statement on Escorts 3⃣UNCTAD Report on Hormuz Shipping Disruptions Video: https://t.co/vS32XQeQDb https://t.co/ZfQwkBUMGW
Submarine Reactors Prove SMRs Work, but Cost Skyrockets
Great perspective on the argument that naval submarine nuclear reactors prove that SMRs can work. Turns out they are crazy expensive. (Though this probably exaggerates cost somewhat.)
Clean Coal: An Oxymoron as Absurd as Beneficial Cancer
Absolutely insane. “Clean coal” is like saying there’s such a thing as beneficial malignant stage 4 cancer.
Oil and LNG Traffic Through Hormuz Appears Minimal
Doesn't seem like there's a lot of Oil/LNG moving through the Strait of Hormuz at all https://t.co/5QrGSihDEA
Europe Should Follow Japan's ABWR Revival, Not SMRs
I guess it's good Europeans are embracing nuclear power again but if SMRs are what they're hanging their hat on, they're going to continue to lag behind. They'd be better off paying attention to what's going on in Japan right...
US Oil Slides Below $80 as War Risk Fades
US oil prices fall over -16% on the day and officially drop below $80/barrel. Geopolitical risk premiums are being rapidly priced-out. The oil market says the war is ending.
Supply Strength Keeps Oil Prices Low, Diminishing Hedge Demand
Oil market isn't going the way Iran hoped. Amazing what the Saudi/UAE pipelines can do, plus the (very clear) threat of SPR release. Plus, oil crisis are defined by price x duration. Without a feared long disruption, investors aren't chasing oil futures...
Unverified Tanker Claim Lacks Details and Proof
Big IF True... "a large oil tanker went through 36 hours ago" but doesn't specify the tanker then says "Navy successfully escorted" but doesn't provide proof. #Hormuz #Iran https://t.co/WKay8jJ3hD
Brent's Record Volatility Mirrors War Uncertainty
Brent becomes extremely volatile amid confusion about war’s duration Brent futures traded in a record daily range of more than $35 per barrel on March 9, as traders reacted to conflicting signals about the closure of the Strait of Hormuz...
Navy Escort Through Hormuz Eases Supply Fears, Oil Falls
This Bloomberg headline crossing now may explain the new downturn in crude oil prices (repost) --- *US NAVY ESCORTED AN OIL TANKER THROUGH THE STRAIT OF HORMUZ
US Oil Slides 15% to $80, 32% Below Peak
*US OIL PRICES EXTEND DECLINE, FALL 15% TO TRADE NEAR $80/BBL April 2026 WTI futures are now down ~32% since Sunday night's peak https://t.co/9QugACQ3Q0
Renewables Don't Drive Up U.S. Electricity Prices
Think of this graph of real U.S. price and electricity production data, straight from the Department of @Energy, next time you hear the false claim that renewables increase electricity prices and that coal, gas, or nuclear is needed to keep...
US Naval Embargo Uncertainty Exposes Presidential Rhetoric Gap
what is happening to this oil after it leaves the Persian Gulf? Are US ships going to stop embargo it or will they let it go? If they don't capture the ship then there's a series disconnect between what the President...
Kirkuk Pipeline Offers Iraq's Sole Hormuz Bypass
Oil production around Kirkuk, in Iraqi Kurdistan, is connected to global markets via a pipeline to the Turkish port of Ceyhan This is Iraq’s only crude supply that can bypass the currently-closed Strait of Hormuz Shut-ins in the Basra area by the...