US Natgas Returns to Lower Yield Curve Post‑Winter
U.S. natural gas has reverted to a lower yield curve now that winter is over for markets $3.01 spot price was about $0.14 less than the marginal price on the orange yield curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/8vyHhVfPrg
US Natgas Deficit Widens as Henry Hub Slips
U.S natural gas comparative fell 38 bcf to a deficit of 61 bcf week ending February 27 Henry Hub spot price decreased $0.07 from $3.08 to $3.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/pa4jH8FvtE
Diesel Price Spikes Threaten the Global Economy
Oil shocks get headlines. Diesel shocks stop the world Trucks, ships, mines, farms, trains, planes & militaries all run on it Persian Gulf crude is ideal for making it Diesel fuel price hikes are the real killers of the economy #diesel #oilmarkets #energy #Hormuz...
Australian Startup Scales Up Printed Solar Technology
Australian startup scaling up printed solar technology #energysky -- via pv magazine global: https://t.co/UMkegkWcSv https://t.co/pIaYIMCHiw
Hormuz Strait Moves 35% of Global Oil Trade
Hormuz carries about one-fifth of global oil supply But roughly one-third of seaborne oil trade normally pass thru the Strait The real shock is 35% of globally traded oil. Peak oil is today’s reality. #oil #energy #Hormuz #geopolitics #EnergyMarkets https://t.co/ENXgbxfCcf
WTI Jumps 36%, Second Biggest Weekly Rise in 40 Years
WTI Crude Oil prices spiked 36% this week to $91/barrel. This was the 2nd biggest weekly increase in the last 40 years, trailing only the 2020 Covid rebound after Crude Oil prices crashed to $15/barrel. Roughly 20% of global oil supply passes...
Renewables and EVs: Natural Hedges Against Fossil Price Swings
Renewables are a hedge against volatile coal and gas prices. Electric vehicles are a hedge against volatile oil / gasoline prices.
US $20B War‑Risk Backstop Fails to Attract Tankers
US offers a $20B maritime war-risk reinsurance backstop to coax tankers back into the Gulf No one wants it It doesn’t provide shipowners the incentive they need to sail into a war zone. #Hormuz #oilmarkets #shipping #geopolitics
Ceasefire, Not Insurance, Needed to Normalize Hormuz Traffic
Hormuz traffic isn’t being stopped by insurance alone, writes @Amena__Bakr Coverage is still available. The real deterrent is fear of attack, and only a full, sustained ceasefire will normalize flows. #Hormuz #shipping #oilmarkets
Crude Soars 35% While S&P Bare
WTI crude up 35% on the week, one of the best weeks in history. S&P 500 down only 2%? And energy up only 1%? Markets sometimes don't make sense.
Solar Remains Top‑rated, yet GOP Vilifies It
Interestingly, solar never got polarized among the US populace. For 20 years, it's polled as the most popular energy source in the US, by wide margins, across the country. It's just that certain members of the GOP political class hated...
Solar and Batteries Outperform Nuclear in Cost and Speed
So what's the purpose of nuclear? CA had enough solar+batteries in 2025 to produce a constant 4 GW every minute of 90% of days in 2025 plus more power during other hours 4 GW=180% of the constant 2.2 GW DC nuc plant,...
Inverter Approach Offers Cheaper Alternative to DTT, Lab Finds
US national lab highlights inverter approach as cheaper alternative to DTT #energysky -- via pv magazine global: https://t.co/Tnle3OYaMQ
Electrifying Sydney‑Melbourne Freight Pays Back in Under Four Years
Electrifying all road freight between Sydney and Melbourne is a no brainer: The payback is less than 4 years #energysky -- via Renew Economy: https://t.co/c9lBrAwKGN https://t.co/bLDZIjZQQ5
Trump’s Tech Energy Pledge: Genuine or PR Stunt?
Trump asks tech titans to sign an energy pledge, but is it just PR? #energysky -- via Canary Media: https://t.co/Dwehx3RcZ6
Oil Ripping Signals Imminent End of Cycle
It gets harder to do this when oil starts ripping. Has historically been a “the cycle is close to being over” signal
Iran Conflict May Trigger 1970s‑style Oil Shock
This may not be WWIII. But it could be the 1930s moment of our era, writes @nfergus He notes, if the Iran war drags on and oil flows break, the shock could rival the 1970s. I'D SAY WE'RE ALREADY THERE WITH...
U.S. Airlines Skip Fuel Hedging, Margins Threatened by Iran Conflict
US airlines no longer hedge fuel costs. That could hurt margins if Iran conflict lingers - https://t.co/LvmzI2bxEL
Oil Jumps 35%—Largest Weekly Gain Since 1983
Oil surges 35% this week for biggest gain in futures trading history dating back to 1983: CNBC $XLE $USO
Back‑end Oil Futures Boost Equities Despite Physical Short Squeeze
Andy makes a great point here around potential L/S positioning in the oil and gas space. I think chasing the physical commodities up a tree here is dangerous but I still really like oil and nat gas equities for two...
Clean Energy Funding Still Trails Military Budgets
On The Climate Brink, @hausfath.bsky.social writes about the trends of spending on clean energy vs. national defense: When will clean energy spending exceed military spending? https://www.theclimatebrink.com/p/when-will-clean-energy-spending-exceed
Gas Prices Rise 27 Cents, War Hits Wallet
Since last week, average US gasoline prices are up 27 cents to $3.25 per gallon. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/2wqMMXwNZP
Trump Admin Launches $20B Tanker Reinsurance Amid Iran War
Trump admin announces $20 billion reinsurance program for oil tankers during Iran war: CNBC $XLE $USO
Minnesota's Fuel Dollars Exit State, No Local Wells
There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.
China Halts Fuel Exports as Oil Shock Spikes Prices
Bracing for an oil shock, China ordered refiners to halt new diesel and gasoline export contracts and cancel existing shipments. From a week ago, their diesel prices are up 13.5%, gasoline up 11%. THE US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE =...
LevelTen Index Misreads Solar Prices, Not Actual Costs
Okay. I've been seeing this make the rounds. It is just a large misunderstanding of the second graph, to the extent that it's drawing the wrong conclusions. The price of electricity from solar and wind in the US *has* flatlined...
Rising $100 Oil Prices May Dampen Middle East Conflict
With Oil prices nearing $100 already , risks of a potential de-escalation keep on rising. I may be wrong , maybe oil prices will remain elevated for months , who knows , I am just saying what has the higher probability...
China's Anger Grows as Oil Spikes, Summit Uncertain
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will...
Gas Demand Plummets 59% as Solar, Batteries Surge
How low can gas go? Down 59% in 2026 vs 2023 so far. 14th straight and 41 of 64 days in 2026 with WWS meeting >100% of demand for part of the day. Demand also down 3% vs '23 Solar up 62%; batteries...
Oil Spikes 43% in Two Months, Trump Eyes Hormuz
BTW, oil rallied an additional 43% over the next 2 months. Trump will do everything he can to open the strait of Hormuz and prevent a similar outcome. As I noted in an earlier post this week, I expect it...
Oil Spikes 16%, RSI Hits 1990 Gulf War Levels
$USOIL - We're witnessing an extreme development today. Crude oil is up 16% currently. The 14 day RSI is above 89. The last time it closed above 89 was in August 1990, during the Gulf war. https://t.co/Fl62P7oRcE
Clean Energy Investment Nears Military Spending Threshold, War Delays
One of my predictions in our Climate Brink year end wrapup was that 2026 might be the first year where global clean energy investment exceeds global military spending. Unfortunately with recent wars we will likely have to wait a few more...
War-Driven Oil Spikes Hint at Further Upside, Dollar Softens
In the 10 days after Russia invaded Ukraine in 2022, Brent rose 32%. We're now up 25% since the war with Iran began, which - to me - says there's more upside. Given all this, the Dollar is trading soft...
Iran Conflict May Prompt US to Lift Russian Oil Sanctions
My friend & oil expert Javier Blas reports just what I’ve been anticipating: that the US-Israeli war on Iran would force the US to lift sanctions on Russian oil. https://t.co/4VIvPSwm63
Cboe Crude Oil Volatility Spikes to 2020 High
A Cboe measure of crude oil volatility has surged to its highest level since 2020 https://t.co/4FBZMvXK9Y
Brent Crude Jumps to $91, Up 25% Weekly
JUST IN: Brent crude oil price surges to $91, up 25% in the past 7 days.
California's Anti‑fuel Policies Drive Sky‑high Gas Prices
The government of California has waged war on our in-state fossil fuel supply for decades. Now we rely on 1) limited and expensive in-state fossil fuels, and 2) expensive fossil fuel imports from out of state. Is it any wonder why we...
US Oil Price Ripple Effects on Transport Dist
What would such a US oil price mean to the prices of distillates used by the various transport modes—and to supply chains?
Oil Rises While Mag 7 Shows Bearish Signals
Friday's Playbook: Oil Surging. Bearish Signals Across the Mag 7. See How We’re Positioning. https://t.co/Ab25axAjJe via @hedgeye
US Wins Over Iran, Reshapes Global Oil Power
"U.S. Success Against Iran Could Be a Game Changer for World Oil Security," @WSJ https://t.co/ICXqOkIlg2 If Iran, along with Venezuela, is soon ruled by a regime friendly or at least not hostile toward the U.S., that would neutralize two oil exporters...
Global Warming Rate Has Nearly Doubled Since 2015
😬I'm sure this will be fine😬 "Pace of global warming has nearly doubled since 2015, reveals study" https://t.co/YE6o3HghNp https://t.co/iTuNoluzul
WTI Surge Pushes US Gas to $3
With WTI now at $87, the oil price spike is now definitely in the big-enough-to-matter-to-the-US-domestic-economy zone. National average gas price is headed to about $3.80; was just $2.90 at start of Feb. I expect this increase will prove extremely popular.
Advising EU on Global Energy Markets and Electricity Policy
Thank you, Madam President, for the invitation & your trust in the @IEA I was glad to share my views with you & all Commissioners on developments in global energy markets and to provide my advice & recommendations on European energy...
Iran Could Spark Global Oil Crisis via Hormuz
I’ve been on the bearish end of the spectrum on Iran. The Straits of Hormuz are a big chokepoint. Iran just has to blow up one oil tanker to cause a global crisis. Thanks to @SoumayaKeynes for having me on...
LPG Carrier Danuta I Completes Outbound Strait Transit
This is a significant development. The Liquidied Petroleum Gas careier Danuta I - 80k cubic meters - ran the Strait last night, outbound and laden. https://t.co/hNmPl3pDqE
Hormuz Delay Boosts VLCC Rates, Atlantic Shift Looms
They all said Hormuz closure would be brief. What if they were wrong? ▶️Baltic Exchange’s MEG-China VLCC index reaches new high of $485,959 per day; MEG-Singapore VLCC index is at $507,709 per day ▶️VLCCs are loading Saudi crude at Red Sea pipeline...
Iran's Threat to Oil Tankers Could Trigger Market Crash
Iran is getting bombed to smithereens. If oil tanker traffic through the Straits of Hormuz resumes in any meaningful fashion, Iran has every incentive to blow up a ship. All it takes is one oil tanker and global markets will...
Global Changemakers Chart Collaborative Path for 2024
It was such a pleasure joining the @GlblCtzn London Impact Roadshow, hosted with @OctopusEnergy. Together with other global changemakers we explored the year ahead; its challenges, opportunities and where collaboration can make the greatest difference. https://t.co/IZaKnhKzEw
Middle East Ceasefire Could Lower Oil, Ease Inflation Risks
A major Middle East shift could ease geopolitical risk and send oil prices lower after a ceasefire. The implications for inflation, consumers, and markets ahead. 🟢 Open https://t.co/7zkGP8J4td
EU Explores Decade-Long Strategies to Lower Energy Costs
EU to consider options to cut energy prices this decade https://t.co/AoLG32CeJ4 via @E_Krukowska @AlbertoNardelli https://t.co/Sm9cjZFedq