Oil Prices Plunge Over 20% Into Bear Market
"We survived you guys. Oil is in a bear market, down more than 20% from its highs." - @jschultzf3
Gulf War III Shows Record Disruption, Minimal Spare Capacity
Here's the promised historical data perspective on how Gulf War III compares in terms of disruption size and available spare capacity. @RapidanEnergy https://t.co/7BQidJY0Qa https://t.co/cgajo5h4cD
Crude Oil Futures Likely to Stabilize Near $94
Crude Oil Futures could be unchanged soon $93.66 after the high of $119.48 kinda like that day in Silver Futures
U.S. Leads Global Oil Production with 21% Share
The United States is the world’s #1 producer of oil, contributing 21% of the world’s share in 2024, nearly double that of the #2 producer, Saudi Arabia (11.2%). https://t.co/Vzb3UVlW1D
ETH Outperformed Oil over the Past Five Years
Had you bought oil this morning, you would have underperformed ETH over the past 5 years
Rising Oil Prices Threaten U.S. Recession Amid Middle East Conflict
Surging oil prices have sparked fears that a prolonged conflict in the Middle East could inflict steep financial costs on Americans "I am very concerned this could tip us into a recession if it persists," one economist tells @nytimes https://t.co/VkqGBNMgAR @TonyRomm...
Crude Spike Turns Market Binary, Leaders React Predictably
In this episode, we discuss how the recent spike in crude has created a “one-variable market,” where leadership becomes highly binary. We also discuss how leadership typically behaves during and after an exogenous shock. https://t.co/bvqWT3unbt
Energy Soars 25% YTD Amid Market Red: Regime Shift
Energy sector up 25% YTD. Everything else red. When the only green on the screen is fear and fossil fuels, that's not a rotation. That's a regime change. https://t.co/NPJEJ5CObV
Japan Weighs IEA Oil Release Amid Middle East Turmoil
Very good discussion with Japan's Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa about recent developments in the Middle East and the implications for Japan's energy security We discussed the available options, including a possible @IEA stock release https://t.co/rCnXYDGIHK
Constructive Talk with India's Energy Minister on Market Stability
Very constructive meeting with India's Minister for Petroleum & Natural Gas Hardeep Singh Puri @HardeepSPuri We discussed the latest developments in energy markets amid the conflict in the Middle East and the options on the table. We agreed to continue to...
Utility Investors Warn Against Expanding Risk Responsibilities
Greg Abel: “We see a bigger issue in the utility industry: does the regulatory compact continue to exist? We deploy capital into these businesses, and we receive a return that is reflective of us taking a certain amount of risk....
Transocean Pullback Signals Short‑squeeze, Long Opportunity
$RIG Daily. Nice-looking, orderly pullback for Transocean. Oil services play has ~ 17% of float held short, meaning it's a short squeeze play. Long idea into strength https://t.co/f3SgpDySND
Oil’s War‑Driven Price Defies Wild Market Swings
1/ At 3 AM this morning, oil hit $119.48. VIX touched 32. The S&P was in freefall. By noon: oil under $97. VIX back to 27. A complete round-trip. Wall Street learned nothing from it except: price in a long war forever. We...
Putin Urges Russia to Capitalize on Soaring Oil Prices
Putin says Russia should take advantage of the sky-high oil prices after US-Israeli attacks on Iran. Russia should redirect supplies to Europe elsewhere, he adds. “If we shift our focus right now to the markets that need more supplies, we might...
Iran Conflict Accelerates Shift to Electricity, Threatening Oil
How the Iran War Will Kill Oil and Gas O&G now have a competitor: electricity. High prices + volatility encourage consumers to buy check out the competition. Especially in the Global South. Buckle up, Canada. MarkJCarney #cdnpoli #abpoli #bcpoli https://youtu.be/dDbCM-M2UWA
Putin Warns Iran War Could Shut Hormuz Oil Flow
MOSCOW, March 9 (Reuters) - Russian President Vladimir Putin said on Monday that the Iran war had triggered a global energy crisis and cautioned that oil production dependent on transport through the Strait of Hormuz could soon come to a...
LNG Glut Vanishes, Raising Deficit Shock Concerns
And as the forecasted 2026 LNG supply glut disappeared, I couldn’t help but wonder… was I too one supply shock away from flipping into a deficit? https://t.co/gGw2ZO9NRr
Short‑lived Pollutant Cuts Need Carbon Removal to Offset CO₂
There has been a lot of recent interest by companies in mitigating short-lived climate "super-pollutants" like methane and refrigerants. This can have a strong short-term climate impact, but to credibly counterbalance CO2 emissions requires combining them with durable carbon removal.
Two-Year Oil Futures Spike Since
Oil price futures, 2 years out: White: current blue: a week ago purple: 6 months ago Source: Bloomberg. https://t.co/IjF2clfIGe
Iran Warns Oil Tankers to Tread Carefully in Hormuz
Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran foreign ministry warns: CNBC $USO $XLE
Arizona Ends Customer-Funded Renewable Contracts After RPS Met
With RPS already met, Arizona ends customer-funded renewable energy power contracts #energysky -- via Solar Power World: https://t.co/DkEDUcqqob
Weekly Cleantech Roundup: Top 10 Stories Plus Monthly Highlights
We've had some more popping cleantech news this past week. Below are 10 top stories, as well as the top 10 stories of the past month. - https://t.co/D98YdEyReo
Trigger Oil Spikes, Not Releases, to Maximize Meme Market Impact
Disagree. If they were to move forward with releasing it, they lose their biggest tool right away. Instead, if you dangle the carrot anytime oil goes above $100, you get way more bang for your buck. We live in the era of...
China Invests Heavily in Water‑based Energy Storage
China is betting big on energy storage — in the form of water . Read more and sign up to my newsletter here: https://t.co/nGNBjAeMXE https://t.co/ixq1XqSbYu
EU's "Made in Europe" Rule Praised, yet China Reliance Persists
EU ‘Made in Europe’ regulation welcomed but ‘will not remove dependency on China’ #energysky -- via Energy Storage News: https://t.co/p1am0cSs8K
CHN Energy Launches 2 GW Solar Plant on Reclaimed Coal Land
CHN Energy switches on 2 GW solar plant at coal-mining subsidence area #energysky -- via pv magazine global: https://t.co/0etOLNRt0S
USO Hits Record Volume; Roll Costs Warn Traders
$USO has broken its all time daily volume record with $7.6 traded and it's only 1130am. Dwarfing the volume it saw in 2020 and 2022. Prob mix of pro traders and retail degens. While it is arguably the most sensitive...
Watch Crude Oil Pattern as Week Ends
It could be interesting to see what this pattern in Crude Oil looks like at the week's end. $USO $XLE $TLT $GLD $SPY https://t.co/f4XJ3djY8Q
Crude Oil Poised to Slip Below $91
Do you still think it hasn't made the high for the year? The gap is about to be filled. So far it has been very similar to the 2022 top and if it keeps following the 2022 price path crude...
Developer Exposes Duke's Anti‑competitive Scheme Blocking Municipal Contract
In this case, a power plant developer provided evidence of Duke's "multi-faceted anti-competitive scheme" to prevent the developer from winning a contract with a municipal utility that had purchased power from Duke.
New Pipeline Could Ease Hormuz Strait Oil Disruption
Read @JavierBlas on the oil pipeline that could ameliorate the closure of the Straight of Hormuz https://t.co/hfkrPgLpIy https://t.co/BIgHZhk6rA
Strait of Hormuz Shutdown Starts Impacting Brent Prices
My chat with @SoumayaKeynes about oil on the @FT podcast. When we did this on Thursday, Brent was $83 and there was lots of humming and hawing if they can go higher. We discussed the shutdown of the Strait of...
India’s Fuel Prices Stable Unless Oil Hits $130
The government sources say petrol and diesel prices are unlikely to increase as India currently has sufficient fuel stocks. Prices may only rise if crude oil crosses $130 per barrel. Officials expect crude to stay around $100 per barrel.
Safe‑Harbored Panels Drive Six‑Project Solar Acquisition
Safe-harbored panel strategy enables acquisition of six-project community solar portfolio #energysky -- via pv magazine usa: https://t.co/Cr4Jue98Yl
US Crude Shows $19 Upper Wick Spike
Now that is what I call a wick... Massive $19 dollar 'upper wick' on US crude oil... https://t.co/FyhlHK9e78
Origin Energy Commissions 650 MWh Grid‑forming BESS in Australia
Origin Energy’s 650MWh grid-forming BESS begins commissioning in Australia #energysky -- via Energy Storage News: https://t.co/61QbfMJxsW
Markets Split Winners and Losers After Oil Spike
Today is the second day in a row (after Friday) that markets are trading winners and losers from the spike in oil prices. That's a big shift from the blanket risk-off that clobbered all EM currencies this time last week....
Even After Iran's Surrender, Oil Recovery Weeks Away
If the war ended today with Iran's complete and total surrender, Strait of Hormuz shipping traffic would take two weeks to return to normal and Gulf oil production two months to get back to pre-war levels. And that's optimistic. https://t.co/o3CKt61EZn
Silfab Solar Plant Shut Down After Chemical Spill
Silfab solar cell manufacturing site temporarily closed after chemical incident #energysky -- via Solar Power World: https://t.co/wPNqIx1Taf
Oil Prices Surge, Volatility Spikes Ahead of Live Market Call
Lots to chat about this morning with oil surging and vol spiking 🛢️📈 MRKT Call is LIVE at 11 am ET with Dan & @CarterBWorth 📺 WATCH: https://t.co/6sahpHh8D9 https://t.co/mAD77jkCZv
EVs Cutting Oil Demand by 1.5M Barrels Daily
Are electric vehicles denting oil demand? Yes. By how much? 1.5 million barrels of oil a day, according to EV Curve Futurist. Caveat: These estimates are hard, but the numbers are certainly adding up.
Analysts Underestimate Oil Shock's Real Market Impact
>70% of RBC’s non-energy analysts saw limited impacts on stocks they cover from the spike in oil prices and geopolitical crisis. Here’s why that’s missing the forest for the trees — or rather, missing the tankers for the empty strait. https://t.co/rQNco6tBZB...
Stop Forecasting Oil, Start Preparing for Price Swings
Don’t Predict Oil Prices, Prepare for Them - https://t.co/MNGa0kJy3v #oilprices #peakoil #supplychain #logistics #riskmanagement #decisionscience
Heating Oil Prices Surge $1.50 per Gallon Since February
Email from my home heating oil company: "This recent price run up is the biggest and most dramatic I have ever seen. Our heating oil suppliers have raised the prices they are charging us by more than $1.50 per gallon since...
France Says G7 Still Hesitant on Oil Stockpile Releases
France says G-7 is not there yet on releasing oil stockpiles https://t.co/aduCab1b7z via @WHorobin @Alemrome https://t.co/YIIOlUuvMQ
Mixed-Module Sourcing Boosts FEOC Compliance Outcomes
Could mixed-module sourcing give more than mixed results for FEOC compliance? #energysky -- via pv magazine usa: https://t.co/YidQzjWZo0
Year‑long 10% Energy Surge Adds 40bps Inflation, Cuts Growth
1/5 A 10% increase in energy prices that persists for a year would push global inflation up by 40 basis points and slow economic growth by 0.1-0.2%, International Monetary Fund Managing Director Kristalina Georgieva said. So, what price measures "persists for a...
U.S. Frackers Resist Production Swings Amid Price Volatility
"We don’t like to whipsaw these programs up or down, ConocoPhillips Chief Executive Ryan Lance told analysts. The price of a barrel of U.S. crude topped $120 in early 2022 and fetched as little as $55 in December." https://www.wsj.com/business/energy-oil/why-american-frackers-arent-rushing-to-pump-more-oil-d0d36a4d
Virtual Power Plants Quickly Stabilize State Electricity Bills
Jigar Shah sees virtual power plants as the fastest way for states to stabilize electric bills #energysky -- via pv magazine usa: https://t.co/3OfaRaDPp7
Oil's Rare Weekly Surge Mirrors Magazine Cover
Oil just had a weekly move that is only supposed to happen once every four million years. It also happened soon after this magazine cover. Not sure that is a coincidence. https://t.co/H9Do3IylHC