Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
One problem w this filing - which purports to justify making everyone pay for data center transmission - is that it assumes FERC's 1994 transmission pricing policy still holds. It shouldn't. It was written to foster wholesale mkt competition and not assign costs to large loads.
“Proud moment:” Australian solar thermal pioneer powers up hybrid hydro system in Brazil #energysky -- via Renew Economy: https://t.co/70duyF3bqr https://t.co/YCoa453IaC
With the Hormuz Strait all but closed, the crude oil futures curve is back to the backwardation levels of the first few days of the conflict. The front contract is about $23 higher than the 9th contract, indicating that the...
This is one of the most fascinating and under-appreciated figures of the recent IPCC AR6 report (Figure 6.16). It shows the effects of a single year of emissions after 10 and 100 years, and really illustrates the difference between stock...
Brent crude prompt futures price, Iran-War-to-date. Up just shy of $50 per barrel over the past month. https://t.co/SERzQ38Bos
#BrentOil Comp Doji Candle and Sideways. Needs Breakout $112.1. Support $100, $91.8, $84. RSI 71.5 Overbought but can go higher. Top Bollinger Band $111.6. Midpoint Line $102.5. Bottom Band $93.6.
China can still buy Iranian oil, but every barrel now comes with higher military risk, higher shipping costs, and the threat of sanctions or interdiction. What was once a quiet $8 to $12 discount trade is now a fragile, contested...
The EU will consider reopening a set energy measures used after Russia’s 2022 invasion of Ukraine as the bloc seeks to contain a fresh price shock tied to the Iran war https://t.co/pGEqjvd4Uf via @johnainger https://t.co/oxM0l6weH8
China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month https://t.co/Ho2QuntmBc
A novel metal hydride compressor uses hydrogen as both the working gas and coolant, enabling higher power density and efficiency while minimizing electrical energy use and mechanical wear. This approach could advance sustainable hydrogen infrastructure. hydrogentech
LNG production in Qatar, normally ~80 mm tonnes, has been effectively OFFLINE since March 2. The new Golden Pass LNG export terminal in the U.S. will add only 18mm tonnes at full capacity. NEW SUPPLY CAN’T OFFSET WAR-DRIVEN LOSSES. https://t.co/tVmip8DsaM
A month into this war: Iran is still exporting oil & to more customers Iran is making more money for its oil because prices are up Iran has effectively installed a tollbooth to enter and exit the Persian Gulf Russia is making more...
U.S. gas market insulated from war in the Middle East U.S. gas inventories are on course to finish the winter close to the average for the time of year, which has sent futures prices back below $3 per million British thermal...
The “Gulf bypass pipeline” is a geopolitical fantasy that bypasses reality @shjomital It's 100% conceptual so provides no solution to the crisis It assumes cooperation that doesn’t exist, security that can’t be guaranteed, & scale that wouldn’t solve the problem. #EnergyCrisis...
Here is an example of some of the problems associated with the President's comments about 8 to 10 tankers sailing out of the Persian Gulf or the 20 tankers he discussed on Air Force One. There is no evidence of...
Interesting read on why Geothermal has not taken off as a domestic power source in CHina. https://t.co/sq8xn774Mg https://t.co/K0gI2v6nKr
According to AAA, the national average cost of a gallon of gas has just pierced $4.00 a gallon. THE WINDS OF WAR = HIGHER GASOLINE PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/LhuAOXiVXf
"The regime has lost control" is wrong @EYakoby Iran is allowing more ships through Hormuz selectively It's sorting tankers by friends who pass for free, neutral parties that pay, and enemies that don't pass There may be a tactical uptick in flows,...
🫡 Just sat down and SHORT $USO and #oilrefinery What are you guys up to? @traderTVLIVE https://t.co/NZmEiRtDka
"Previously"?? Like in 2015? In 2025, less than 30% of oil imported into CA was from the Middle East. It's been less than 50% of imports since at least 2017.
$CL WTI pre-market: $101.84. $BNO Brent: $108. Iran demanding sovereignty over the Strait of Hormuz. That's not a negotiating position. It's a non-starter — and everyone knows it. The war premium is permanent until proven otherwise. --- https://t.co/DwGuXTrsgJ
Russian-flagged oil tanker Anatoly Kolodkin approaches the area of anchorage while being assisted by a tugboat, in Matanzas, Cuba, March 31, 2026. REUTERS/Norlys Perez https://t.co/eewxf34Q5n
RIP ISO-NE FCM (2008-2026) FERC approved ISO-NE's proposal to replace the Forward Capacity Market with a prompt capacity market in which an Annual Capacity Auction (ACA) would be held 1 month before the capacity commitment period.
Giving Israel the power to control the flow of oil from the entire Gulf? Nah. Never going to happen.
Now we start getting the monthly average OPEC production numbers. And boy, oh boy, are they UGLY. Reminder: this is the *average* production decline m/m, the exit loss is even larger and that's where we'll land in the April data if this...
Q1 rotation: $XLE +20%. $QQQ -4.2%. Money is moving FROM innovation TO survival. That's not a style rotation. That's the market telling you what it believes about the economy. When energy beats tech by 24 points in a quarter, listen. --- https://t.co/SxMLhgCbeX
Australia (which has declared a national fuel supply disruption) is deeper in to its jet fuel crisis 🚨 - For now, emergency supply is being routed from l US through the Panama Canal to Melbourne, Perth - but the route *cannot*...
The race to build orbital data centers is missing its biggest variable: power “Solar panel in space produces roughly 5Xs the amount of electricity that the same panel would produce on Earth. There is no atmosphere, no weather and no day-night cycle for most orbits. No interconnection queue and no permitting.” https://t.co/PfmW1te2ac
JUST IN: President Trump says the Strait of Hormuz will reopen “automatically” once the U.S. exits
🇮🇩Indonesia will raise the blending rate for palm-based biodiesel to 50% (B50) from the current B40 on July 1, despite having scrapped this plan two months ago due to supply concerns. But war risks are now at the forefront. Indonesia is...
The race to build new nuclear reactors — fast (with AI's help) https://t.co/guGFZFErdy by @ChuckMcCutcheon in @axios
china involving itself directly in the business of hormuz strait security is an important unintended consequence of the iran war.
Hungary has highest solar share of any country in the world - 27% of electricity from solar in 2025, up from just 2% in 2018. In August 2024, solar hit 37% of monthly generation. Now >8 GW of installed capacity - a...
Transcript: There’s a New Playbook for Cutting Power Prices #energysky -- via Heatmap News https://t.co/9tZHm1N81C https://t.co/b88wqK0I8d
Utilities will spend $50M on a substation upgrade before spending $10K on equipment that gives them access to your EV battery. That battery in your garage could be powering the grid during peak demand instead of another substation nobody wanted. The lack...
FACTCHECK: GB News owner Paul Marshall seems to dislike Christian leaders criticising his channel's attacks on climate action, so he made a rare public intervention But his letter to the Guardian (pic) makes 25 false, misleading or confused claims (!) Receipts in...
From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported by Reuters and others as it focuses...
Residents of Sweetwater, Texas, are frustrated that the old wind-turbine blades have sat in the town for years. Authorities have stepped up efforts to hold someone responsible. Read more: https://t.co/VSyVgI0sBO 📷️: Brenda Bazán/Bloomberg https://t.co/y9bOmOKoEM
Molecular solar battery stores energy for days, yields hydrogen on demand #energysky -- via pv magazine global: https://t.co/uI9nAShJoB
There’s a growing amount of excitement and trepidation around off-grid data centers. I’m not convinced many will actually go fully off-grid -- probably as a bridge in most cases. But it’s surfacing a more interesting tension about how we build the...
LBNL just released an updated analysis of retail electricity price trends. Packed with credible data and analysis, including clarifications about data centers -- https://t.co/HSlAecpCgH
Hormuz closed==>global economic collapse If you don’t think that affects the US, you need a lesson in reality @thescooter49
Not saying it’s going to be enjoyable or inherently desirable, but the US economy can handle substantially higher oil prices without falling into recession
The oil market didn’t underreact—it absorbed the shock, writes @RystadEnergyOil Now the buffers are gone From here, even minor disruptions can trigger outsized price moves There's no slack left in the system. https://t.co/FLJkAgmNXJ
Solar above 60° North: The Arctic as PV’s next frontier #energysky -- via pv magazine usa: https://t.co/HzVbIScM0K
Maximum risk-off, says @elerianm This isn’t just an energy shock It’s a chain reaction: price → inflation → demand destruction → instability. Markets still don’t see how quickly this cascades. #Oil #EnergyCrisis #Macro #Inflation #Geopolitics
Never mind the fossil “sideshow,” renewables have won: Electrification is the new policy battlefront #energysky -- via Renew Economy: https://t.co/z9Drf61ikR https://t.co/dhwJPWO36L
EU Tells Members to Prepare for 'Prolonged Disruption' to Energy Markets From Iran War https://t.co/oPLV3B8xsa
Op-ed: We’ve built gigawatts, but can we build a winning coalition? #energysky -- via Solar Power World: https://t.co/rMCMQ0XiSS
Hormuz now a pay to pass corridor. From being forced to pay a “toll” to a VLCC attacked and on fire, a day in the maritime mess at the Strait of Hormuz. https://t.co/ENyO92nyeS
