Energy Social Media and Updates
Energy Social Media and Updates
Energy Pulse
EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
This is something to keep an eye on. Ukraine has been damaging Russian oil export capacity, via drone. The country's seaborne shipments last week were the lowest since 2022, but unclear if it's the start of a longer trend. https://t.co/rB26yBOB8C https://t.co/dUBU58GVjz
PVT-driven tower heat pump for building retrofits #energysky -- via pv magazine global: https://t.co/dtJIGgHzQb https://t.co/z6vXS04pAt
I don't see any reasonable scenario in which the oil market exits the Iran War in a healthier, more secure condition than where things stood before the war. It's a structural go-forward upgrade to oil pricing, at this stage it's just...
The Three 5s are almost here. $5.8/gallon in Cali. 5th Week full of Tacos & 10 yr yield in the works.
While a unilateral TACO is “bearish” relative to a boots on the ground regional blow-up scenario, it’s not bearish in absolute terms—and very likely still justifies crude prices higher than their current sanguine levels. So, yes, I think the war can...
China has extended its fuel export ban for another month to April. There is now talk of letting a small amount of fuel out to countries like Sri Lanka, Bangladesh and the Maldives. But the shipments would be only ~5%-10%...
Here are the new amounts that fuel will rise by in South Africa, tomorrow. These new amounts already include the temporary R3 deductions in the fuel levy, that was announced by the National Treasury earlier today.
Increasingly it does sound like US President Donald Trump will leave the Strait of Hormuz to others to sort out. "... The U.S.A. won't be there to help you anymore ..." https://t.co/8wFtBLuoCa
The bigger concern for the US economy isn't gas prices, but diesel prices, as @amoshochstein tells @annmarie just now. They're at the highest since 2022 and bumping up against those highs, at $5.45 a gallon. That's the price that'll pressure...
Mixed War News Keeps Oil Firm and the Greenback Consolidating: War developments pulled in both directions, leaving investors on edge On the one hand, Iran struck an oil tanker, carrying Kuwait oil, in port in Dubai. On the other hand,...
MATANZAS, Cuba, March 31 (Reuters) - A Russia-flagged tanker carrying some 700,000 barrels of Russian oil arrived in the anchorage area of the Cuban port of Matanzas at daybreak Tuesday, according to a Reuters witness.
Damage to the Kuwait-flagged Al-Salmi crude oil tanker, following a reported strike, amid the U.S.-Israeli conflict with Iran, March 31, 2026. Kuwait Petroleum Corporation/Handout https://t.co/sHvufs2F66
I wonder if Trump will ever find out that gas prices crossed $4.00 a gallon https://t.co/BZjCIh8l7U
The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports. Full Newsletter: https://t.co/Tp92ahyVzj https://t.co/Zk1DX6pw9v
Iran struck a ship with Kuwaiti oil in a Dubai port and press reports POTUS told aides can consider winding down operation without securing Strait of Hormuz. Oil remains firm. Mkts uncertain. Large euro options at $1.15 expire today...
US gasoline hit $4/gallon according to latest AAA survey but in California, it's $5.89 for gasoline and $7.46 for diesel. https://t.co/bqPOGeuC3B
heated debate on our weekly analysts' call today. If the conflict ends but we still face months of physical disruption to energy markets - is anyone still going to care?
Thousands of wind-turbine blades have piled up in a small Texas town. It's spurred a battle between angry locals and a recycler who got in over his head https://t.co/AuxCEWC3Ab
Excl: Britain’s hub London Heathrow is the *highest-risk* major airport in Europe for jet fuel from April 🚨 as US-Israel war on Iran continues - Heathrow, with 1,300 flights daily, will struggle ‘the most, & the earliest’ with jet fuel as...
Pleasure to receive @IRENA Director General @flacamera at the @IEA HQ to discuss developments in the global energy sector & the longer-term prospects for different energy technologies I expressed my solidarity with IRENA staff in Abu Dhabi affected by the current...
Gas at the pump just hit $4/gallon. US stepped up attacks on Iran hitting missile depots. Unclear if this will lead to more escalation or signals a peak. Ukraine hit Russian oil production facilities almost 1000km from its border which will...
U.S. GAS FUTURESprices for the front-month have slipped well below $3 per million British thermal units to encourage more gas-fired generation and reduce coal combustion. Inflation-adjusted front-month futures have averaged just $3.05 so far in March (21st percentile for all...
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
China's electrification bet is paying off. Electricity now accounts for 30% of its energy consumption - around 50% higher than the US or Europe. With 1/3 of global renewable energy capacity already installed, China is structurally more insulated from rising oil...
MOSCOW, March 31 (Reuters) - Ukrainian drones on Tuesday struck crude oil loading facilities of Russian pipeline monopoly Transneft TRNF_p.MM at the Baltic port of Ust-Luga, three industry sources said.
The European benchmark natural gas price (TTF) is today **lower** than four weeks ago. Yup: Lower. (And yes, TTF prices are still up >75% from pre-war levels, but around the same level as they were in Jan-Feb 2025)
CHART OF THE DAY: The US gasoline national average retail price has risen above $4 per gallon for the first time since 2022, per the @AAA_Travel. It's the kind of price level that typically has triggered political alarms inside the...
#Robots Take Over Solar Panel Installation for Faster, Safer Deployment by @lukas_m_ziegler Robotics #ArtificialIntelligence #MI #ML #Tech #Innovation https://t.co/frX7ZyVon4
In 2015, 193 countries promised energy for all. With 2030 approaching, we can’t keep #SDG7 in the shadows. We must align public and private finance around one truth: #energyaccess is the foundation of prosperity and a just transition. https://t.co/2InRV0Py7O
Singapore warns of higher power bills for months due to the Middle East conflict 🇸🇬📈 The country was getting half of its LNG from Qatar (which is now shut) "Everyone can play a part by using more energy-efficient appliances and conserving...
Goldman Sachs on the oil options market: “… The rally has spread beyond the spot crude market, with net long options managed money positioning 50 times higher than its 10-year average as investors bought options with strikes as high as $450...
Asia's coal benchmark is at a 17-month high as Middle East conflict chokes gas supplies 🪨⚠️ Australian Newcastle coal futures for April hit $144.25/ton on Monday (the March contract expired Friday at $135.60) Asian countries are expanding use of coal to cut...
Goldman on the Bab el-Mandeb Strait: Russia accounts for 44% of oil exports via the Strait and Saudi Arabia for 42%, with nearly 90% of total flows going to Asia. https://t.co/Y8kpvJJoaC
Good climate news (the past 3 weeks) 1 Global: EV sales show strong uptick everywhere 2 China: 32.5GW of solar, 11GW of wind added in January and February 3 India: National Climate Plan commits to 60% electricity from non-fossil fuel sources by...
Iran has hit a fully laden Kuwaiti oil tanker in the anchorage area of Dubai’s port, damaging the hull and starting a fire on board, state-run Kuwait Petroleum Corporation said https://t.co/z0pPgEwdwx
🇮🇳India: 9 India-bound energy vessels — carrying crude oil, LNG, and LPG — remain stranded at or near the Strait of Hormuz, unable to transit https://t.co/IzlRQxYqGH
Industry pays while coal and gas “cook the books:” Modelling reveals urgent need for Safeguard reset #energysky -- via Renew Economy: https://t.co/RTGGCweptA https://t.co/i7sUJmUIt0
Berkeley Lab releases series of reports on regulatory barriers affecting microgrids #energysky -- via pv magazine usa: https://t.co/lz32aZ43h9
Solar panels and low-carbon heating mandated for new homes in England #energysky -- via pv magazine global: https://t.co/q7tYHONtNF
Exactly. In the long term, countries should invest to make the Strait of Hormuz less strategically important. More pipes. @washingtonpost https://t.co/f7lWVZ0GyY
This is the end of the petrodollar, writes @ekwufinance No it's not. The security-for-dollars deal is under stress But you don't undo a 36-year financial structure in 36 days. #Oil #Petrodollar #Geopolitics
Open the grid: Why Australia needs power availability maps now #energysky -- via Renew Economy: https://t.co/BpzfPP234H https://t.co/Zth59onNIo
If re-opening Hormuz is all Trump gets from the war, it's a disaster, says @ksadjadpour It will be "a halfway house to hell," says former National Intelligence Council official Beth Sanner
According to Gemini this figure is now below the y-axis from @Rory_Johnston's chart. 495 Million barrels so a quarter billion barrel draw in a month https://t.co/PEEyloJs9H
SolaX Power validates system level safety through extreme testing #energysky -- via pv magazine global: https://t.co/OyqLyHpXC9
Because of the US-Israeli war on Iran, Goldman Sachs projects that LNG will be 57% more expensive in Asia by 2028. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. Send the bill for damages to Trump and Netanyahu. https://t.co/zGDQ6V7G5Z
No amount of war or “drill baby drill” will do this to the price of oil, ever.
Solar array outperforms and saves San Diego church thousands Solar Power World’s Projects of Impact #energysky -- via Solar Power World: https://t.co/udaya4ubVt
Three oil nodes are experiencing pressure according to @WindwardAI: 1️⃣Ust-Luga, Russia 2️⃣Strait of Hormuz 3️⃣Yanbu, Red Sea https://t.co/3py8cN2pGP
