High Electric Bills Stall California's Heat‑pump Rollout
California’s heat pump push faces a big hurdle: high electric bills #energysky -- via Canary Media: https://t.co/XA5b6J2fS6
US Imposes Preliminary Countervailing Duties on Solar Imports
U.S government sets preliminary countervailing duties on solar imports from India, Indonesia and Laos #energysky -- via pv magazine global: https://t.co/xLDIGb82s4
Trump Puts Solar and Storage at Energy Core
Solar and storage are central to Trump energy priorities #energysky -- via pv magazine usa: https://t.co/SMzlPkYENu
UK Tender Favours Condensers, Gas Over Grid‑Forming Batteries
UK: Grid-forming batteries miss out in system stability tender as synchronous condensers, gas get contracts #energysky -- via Energy Storage News: https://t.co/JKsGGhv9o4
Iran Likely to Shut Hormuz Strait, Threatening Global Oil Supply
According to @Polymarket, there is a 67% chance that Iran will close the Strait of Hormuz by March 31. The probability has SOARED in the last few hours. 20% OF THE WORLD’S OIL, AND ~40% OF CHINA’S OIL, FLOWS THROUGH THE...
Virginia Governor Receives Community Solar Expansion Bill
Community solar expansion legislation sent to Virginia governor #energysky -- via Solar Power World: https://t.co/OZTLKHxHWX
Arevon and GS Power
People on the move: Arevon, GS Power, and more #energysky -- via pv magazine usa: https://t.co/gdSh6VDBRG https://t.co/KkFhvwvKUl
Offshore Data Centers Could Boost Offshore Wind Development
Can offshore data centers save offshore wind? Maybe we go offshore before we go to space. https://t.co/QAJ2RJG6Od
U.S. Climate Retreat Misaligned With Accelerating Global Clean Energy Shift
The U.S. is stepping back from global climate policies at the very moment the global clean energy transition is accelerating. Christiana Figueres, former UN climate leader and architect of the Paris Agreement, explains why this attempt to double down on fossil...
Legacy Automakers Block North America's EV Adoption
The Real Villains in North America's Low EV Sales? Legacy Automakers Max Fawcett and I discuss his column, "Canada's big bet on EVs can still pay off." We may or may not have discussed EVs' impact on the future of Alberta oil. #ableg...
Iran Conflict Spurs Gas Prices Near $3.5 Threshold
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY
RBOB Contract Roll Added 25¢ to Gasoline Price
Gasoline prices... remember the March-April RBOB contract roll was +25 cents on its own https://t.co/WAOPFvCQdz
Russian LNG Tanker Arctic Metagaz Explodes in Mediterranean
Meanwhile, in the Mediterranean, a Russian LNG tankers exploded. I mean what other SHIP can happen?
Oil Approaches Its Most Bullish Season Yet
We are nearing oil's most bullish time of year. $CL_F $USO $WTIC More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/o1k2jBw7MM
Brent Oil Slides, Yet Likely Peaks Before Midterms
December 2026 Brent crude oil is down on the day. It will near top step by the Midterms. Higher or lower by then? My bias is lower https://t.co/bu6WD5MAw6
Oil Market May Be Overly Complacent, New Analysis Shows
Is the oil market too complacent right now? New @axios piece explores the question. #OOTT #energy (1/2)
Gulf Interceptor Shortage Forces Costly Missile Reliance
The Gulf states are rapidly running out of interceptors. They have already burned through more than half their stockpile trying to stop low-cost Shahed drones, and soon they may have to ignore drones entirely to conserve missiles for ballistic threats. That...
Wind and Solar Beat Gas, Coal on 2030 Costs
According to EIA’s 2025 Annual Energy Outlook (LCOE for plants entering service in 2030, without tax credits): Onshore wind: ~$40–$60 per MWh Utility-scale solar PV: ~$35–$50 per MWh Natural gas: ~$75–$100 per MWh Coal (new build): ~$60–$90 per MWh Cents per kilowatt-hour: Wind and solar: roughly...
Oil Spike Threatens USD’s Medium‑Term Reserve Status
I was on @Marketplace with Kai Ryssdal yesterday to discuss fallout from the spike in oil prices for the global economy and what this means for US reserve currency status. We're getting a risk-off Dollar rally now, but medium-term this...
Energy Cheap and Underweight; Oil Upswing Could Boost Index
This chart shows Energy’s weight in the S&P 500 over time in two dimensions: * Blue line = Energy’s market cap share * Red line = Energy’s forward earnings share Current readings (Mar 2): * Market cap share ≈ 3.4% * Forward earnings share ≈...
Iranian Drone Strikes Heighten Pressure on Gulf Arab States
Gulf Arab States Under Pressure As Iranian Attacks Grind On Energy infrastructure and ports around the Gulf are increasingly on the receiving end of Iranian drones and missiles. Live updating: https://t.co/SSyRW1QGcb
Oil Levels Dictate Market Peaks During Exogenous Shocks
Updated chart of our 1-variable stock market. This is how markets behave during exogenous shocks - stocks need oil to peak. Aftermath eco forecasts rarely matter. Same thing happened last year, but with trade uncertainty. Need something to the...
European Gas Trades over Five Times U.S., Inventory Crunch.
European natural gas is trading at >5x US natural gas prices. Last time this was the case was August 2024. $EQT $AR $RRC $CRK $CNX $EXE https://t.co/f1wU8S3w6b
Accelerating Green Transition to Boost Industrial Resilience
Such a pleasure joining @EIB for this year's #EIBForum. Together with EIB's VP Ambroise Fayolle, @AfDBPresident and @bertrandpiccard, we discussed how to accelerate the green transition thus reinforcing industrial resilience, driving innovation and ensuring sustainable growth. https://t.co/MsNKt7m58K
Same Outages, Fewer Resources Heighten NY Grid Stress
During cold February weather, NY ISO had about the same number of forced outages that it had in previous years. But managing them was harder. As one stakeholder put it: "...while the number of forced outages might be roughly on par...
China's Mineral Dominance Exposes Western Strategic Failure
China won the mineral war. Two new books show how the West let it happen Read more here: https://t.co/9ofBAHFGLx https://t.co/Qa5SYQX6Dg
Weak Asia, Surging Oil Drive Fast Market
Asia is weak, oil is ripping, we're in a fast market right now on The Morning Show https://t.co/jn2RN28AFk
SAF Could Raise Airline Ticket Prices Significantly
How much might SAF add to airline passenger ticket flights? We crunch the numbers #avgeek #RAeSCommercialAviationSummit #RAeSCivilAviationWeek https://t.co/xzQcwe0vS3 https://t.co/855NGDNbgM
Europe Uses Most Gas for Heating, Not Power
📌 A reminder: Most of the gas Europe imports is used for heat - to warm our buildings and to provide process heat in industry. Only around 20% of gas is used to generate electricity. https://t.co/31yV3zzXKL
Brent Jumps 14% as Dollar Strengthens, Markets Shocked
The Brent oil price is now up a stunning 14% from Friday and we're starting to see disorderly strengthening in the Dollar as the global risk-off builds. Even gold is down versus the Dollar at this point. This is a...
EU Seeks Pipeline Inspection as Kyiv Downplays Russian Attack
Ukraine is under pressure to let the EU inspect a damaged pipeline carrying Russian oil to Hungary and Slovakia, as the pro-Kremlin countries accuse Kyiv of overstating the impact of a Russian attack. https://t.co/FChmxjyqus
Strait of Hormuz Remains Open, No Legal Closure
Middle East ports operational update: Tuesday March 3: No internationally recognised legal closure of the Strait of Hormuz https://t.co/iXWbXlmInn
Crude Price Threshold Needed for S&P 500 Rally
What level does crude have to trade below for SPX to go green on the day
Strait of Hormuz Traffic Impacted, Still Open
Here is the latest 7-day rolling number from the Strait of Hormuz. Impacted? Yes. Closed? No. https://t.co/paTmzStHh6
Iran Keeps Loading Gas Despite Hormuz Threats
Gas loadings continue in Iran despite Hormuz halt ▶️At least three gas carriers seen in Iranian LPG terminals on Monday ▶️An IRGC commander reportedly threatened in a televised speech to ‘set fire’ to ships passing the Strait of Hormuz ▶️LPG shadow fleet gas...
Aramco Eyes Red Sea Route as Hormuz Tensions Rise
Efficacy of such a move @chigrl ? Aramco Explores Plan to Export Oil Via Red Sea to Avoid Hormuz The world’s biggest oil exporter has a 5M barrel-a-day pipeline that runs across the country which can transport oil from fields in the...
Mid‑range Oil Could Push $10 Gas, Spark Homelessness
Crude Oil prices are at about the mid-point of a 20-year range $150 Crude is NOT NOT out of the question for 2026 With Gavin in power in California, $10 per gal gas is within sight All for homeless tents under every bridge...
Oil Spikes Signal Deflationary Shock, Not Inflation
Everyone assuming the Oil move is inflationary. An Oil spike historically more often than not precedes equity tail events and economic recessions. Why? Speed of Oil move is deflationary shock.
Energy Crunch Threatens BOE Missing Inflation Target
Energy crunch risks the BOE missing its inflation target for another year https://t.co/FWCJnvjnZJ via @tomelleryrees https://t.co/zZtUBjDKCz
Europe's Gas Reserves Plunge, Refilling Hinges on Middle East Routes
EUROPE has depleted its gas inventories faster than average this winter in the expectation there would plenty of LNG to refill them over the coming summer. EU storage sites are on average just 30% full down from more than 82%...
CES Data Reveals True Battery Lifecycle Impacts
Looking forward to speaking at @_InterBattery in Seoul next week 🇰🇷. Will present CES data on the real lifecycle of batteries🔋♻️– and what it means for carbon footprint, residual value, and the future supply of recycled materials. Reach out if attending and...
Mission300 Powers Africa, Nearing 40 M Connected Users
From mini-grids in Nigeria to grid upgrades in Zambia #Mission300 is delivering results across #Africa to reach our goal of connecting 300M people to electricity by 2030. Mission 300 is #PoweringAfrica and we’ve already helped connect nearly 39 million. https://t.co/YG3s3MHusm https://t.co/0DjS3v3XTI
Renewables: Our Only Path to Energy Independence
A 93% spike isn’t a ‘trend’ - it’s a stick-up. Gas is a ransom. Carbon is a conflict mineral. Fossil fuels are war. Renewables are the only real declaration of independence. Stop being vassal states. Move decisively to cut the cord....
Iranian Drone Attack Halts LNG, Sparks Dual Energy Shock
🚨 IRAN WAR DAY 4 — A DIFFERENT SHOCK 🚨 Day 4 changes the calculus. This isn't just an oil story anymore. QatarEnergy — the world's largest LNG supplier, covering 20% of global supply — halted all production after Iranian drones...
China May Need US Cooperation on Iran Energy
Here is a picture of @TheMichaelEvery being interview by a large Dutch man in Cape Town and in the process being hit by the epiphany that the geopolitical irony of the Iran situation is that China might be put in...
Europe Faces Looming Energy Crisis: Key Takeaways
What does the potentially emerging energy crisis mean for Europe? Yesterday I was in a media briefing with 75 journalists. Here is a snippet of what I told them. https://t.co/3dT441Yllq
Rising Gas Prices Highlight Need for Renewable Electrification
Gas prices jumped again this morning and are on track to double - a stark reminder of our exposure to fossil fuel volatility. The real solution isn’t more drilling, but moving away from combustion: electrify, use renewable power, and boost energy...
2022 Traders Rediscovered JKM‑Equity Link Amid Gas Surge
Everyone that traded during 2022 just collectively remembered the relationship between JKM and Japanese/Korean Equities that we all forgot when natural gas prices were calm.
IRS Adds Backup Reporting for CCS Credits Pending EPA System
IRS and Treasury set backup reporting for CCS tax credits if EPA electronic reporting is not ready by June 2026. https://www.metalnomist.com/2026/03/carbon-capture-tax-credit-guidance-sets.html
China's Oil Stockpiles Offer Buffer Against Price Spikes
“Can China act as a buffer? China has been loading up on cheap, sanctioned oil, putting some of it away in storage. In a report, analysts at Morgan Stanley said China could slow down on its purchases if oil prices...