US Strike on Iran Could End Low‑oil Price Relief
Low oil prices for much of the past year have helped cool inflation & given Trump license to tout more affordable prices at the pump. But if there was one scenario most likely to upset that trend, it was a direct U.S. attack on Iran. via @declanharty & me https://t.co/LnngqqKZ7i
Strait of Hormuz Carries Significant LNG Alongside Oil
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
Brent Climbs, USD Rise Temporary; Real Set to Rally
Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...
Batteries Accelerate Data Center Grid Connections, Cutting Costs
Great conversation with @Edison_Electric this morning focused on using new technologies to get more data centers connected to the grid faster. Connecting data centers to the grid is critical to bringing electricity rates down. Batteries are key. https://t.co/6SD5BHtq4g
Heating Oil Spikes 15% as Gas Hogs Headlines
While gas prices will get all the attention, it is worth pointing out the near 15% increase in heating oil this morning.
Energy Math, Security, and Geopolitics Drive Transition Solutions
Thanks to Vijay and the whole team @TheEconomist for the invitation to deliver a keynote this morning about challenges—and solutions—facing the energy transition. I focused on energy math, energy security, and energy geopolitics—with today’s oil & gas price spikes top...
Qatar Reports Attack on Ras Laffan LNG Hub
Qatar says Ras Laffan energy complex has been attacked It isn’t clear what part of the facility. But it is home to Qatar’s massive LNG export plant — the world’s biggest
Robotic Fish Turns Ocean Plastic Into Power
I’ve spent years watching robots optimize warehouses and generate content. Now one is designed to repair the ocean. That feels different. A UK design student built a robotic fish that swims like a real marine creature while collecting microplastics. As it moves, it...
Middle East Tensions Likely Push Rand Lower, Fuel Costs Up
Prolonged tension in the Middle East. Rising oil prices, if sustained, and a weaker Rand. Add the increased fuel levies announced in the budget speech on top of macro concerns, and taking the governor’s conservative nature and the new 3% inflation...
China’s Solar Surge Cuts Emissions Amid Rising Energy Use
China’s latest energy data offers a signal worth paying attention to. In 2025, emissions from energy and industry fell by 0.3%, modest, but notable, even as total energy consumption rose by 3.5%. The key driver? A continued surge in solar...
Iranian Drone Strike Shuts Major Saudi Refinery, Raising Oil Risk
Saudi Arabia has reportedly shut down Ras Tanura, one of the world’s largest oil refineries, following an Iranian drone strike. This is not just a regional headline. Ras Tanura is a critical node in global energy supply. Any prolonged disruption could...
Renewables Cut Fossil Dependence; Petrol Becomes Luxury
The Iranian conflict highlights another reason why Net Xero is critical. Ramping up renewables reduces our dependency on global fossil fuel markets. Pretty simple really. Petrol will become a luxury purchase
Iranian Conflict Expands, Fuels Oil Surge and Market Volatility
🚨 IRAN WAR DAY 2 — MONDAY MARKET OPEN 🚨 Day 2 confirms the war is widening, not containing. ~48 Iranian officials confirmed dead including Khamenei. Iran is retaliating across the Gulf — hitting Dubai, Bahrain, Kuwait, Saudi Arabia and targeting...
Fox ESS Launches Hybrid Inverters for Commercial PV
Fox ESS releases hybrid inverters for commercial PV #energysky -- via pv magazine global: https://t.co/xcqiFLBLQg
High‑Temp Sodium‑Zinc Batteries Uncover Rapid Capacity Loss Causes
High-temp sodium-zinc batteries reveal causes of rapid capacity loss #energysky -- via pv magazine global: https://t.co/1uuo7rjkb1
Iran Conflict Spurs Oil, Markets, Crypto, Uranium Opportunities
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
Brent Crude Jumps 7% Amid War‑Driven Price Surge
On the opening of the Intercontinental Exchange Market in London, BRENT CRUDE SURGED. Since the close on Friday, it's up over 7%, trading at $78 / barrel. THE WINDS OF WAR = HIGHER OIL PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/H6nboenO4u
Oil Reclaims Half Gains, Up 6% Amid Uncertainty
Oil has given back about half of the gap higher.. but where will it be tomorrow morning? CL, Brent +6% https://t.co/xc6c5bVP1V
Coal Region Gets First Renewable Energy Zone Upgrade
Construction begins on coal country renewable energy zone, state’s first to upgrade existing network #energysky -- via Renew Economy: https://t.co/QVh6PXe4kM https://t.co/AG69igRzQk
Middle East Conflict Spikes Oil, Lifts Dollar, Drags Dow
Further to the prior post: A classic initial market reaction to this weekend’s eruption of military conflict in the Middle East: Oil has surged over 10%, the Dollar has strengthened, and Dow futures have opened down some 500 points. #economy #markets #oil...
Crude Jumps 8% As
Not a terribly surprising open. Crude up 8%. SPooz off 1% and USTs up solidly bid but selling into best levels.
Oil Prices Surge: Brent Up 9%, WTI Up 8%
Brent crude oil +9% to $79 WTI crude oil +8% to $72 RBOB gasoline futures +5% to $2.42 https://t.co/Z7uoT3rHYZ
Optimized Airflow Boosts Both Crop Yields and Solar Output
How airflow modifications in agrivoltaics affect crop yield, energy output #energysky -- via pv magazine global: https://t.co/IgahbosKJ6 https://t.co/mCFJfmuIGC
Hedge Funds Care About Clean Energy's Cost Advantage
Trivia: The first time I gave a talk that said clean energy was just going to win on cost, with hardly a mention of climate, was at a @Scaramucci SALT conference. I just figured hedge fund managers would care a...
Clean Energy Now Cheaper Than Fossil, Outpacing Military Budgets
It's always been the case that the way we win on climate is just to make clean energy the cheapest option. That trend has been clear for 15+ years. Now that crossover is happening. Policy still matters, but the most...
Oil Prices Set to Drop, Fueling Roaring 2020s
YARDENI: “.. in our short-war scenario, oil prices should fall in the coming weeks after a ceasefire .. boosting US consumer spending and benefiting global economies .. The weekend’s Middle East developments make us even more confident in our Roaring...
Estimated $18/Bbl Risk Premium for March 1 Oil Opening
GS: Taking Into Account Estimated Weekend Market Pricing, We Estimate a Risk Premium of Around $18/bbl on the March 1st Oil Market Open https://t.co/vtpc8AfijE
Steel Becomes Central to Modern Solar Project Design
The redefined role of steel in solar energy projects #energysky -- via pv magazine global: https://t.co/1rSfmuEAf3
Commodities Surge, Euro Slides: Brace for Volatile Open
IG pricing US Crude up around $10 to $77.26 Gold up around $111 to $5,385 EURUSD down 64 pips to 1.1751 Strap in. This is going to be a wild open.
Anonymous Objectors Ship Massive Battery to Regulator
Big battery sent to independent regulator by far-flung, anonymous objectors #energysky -- via Renew Economy: https://t.co/ufCyhnE8bZ https://t.co/iFqExlpy6S
Europe Seizes Russian Shadow Fleet Tanker After Four Years
Why are European countries just now standing up to Russia's oil revenue and shadow fleet after the war just crossed its 4 year anniversary? What has changed? Has the US done more to help Ukraine in the last year than...
Kalshi Predicts 95% Chance Oil Hits $73+ Tomorrow
Kalshi prediction markets currently see a 95% likelihood that U.S. crude oil hits at least $73 per barrel or more tomorrow. U.S. crude closed at $67.02 per barrel on Friday https://t.co/CKqpj0YQcp
Quick Iran Conflict Could Cap Gold and Oil Gains
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift...
Oil Spike Threatens Stocks Like 1990s Gulf War
A sharp oil spike to those levels would likely result in a one-variable stock market like we initially saw during the 1990’s Persian Gulf War. Stocks under pressure until oil prices come back down. https://t.co/8DQZhDYXqo
What Ottawa Taught Me About Climate Action
I've just got back to London from a whirlwind few days in Ottawa, as guest of the Canadian Climate Institute. I penned a few thoughts on what I learned. https://t.co/FrCsgfG4E3
Iran Declares Hormuz Open, IRGC Hints Otherwise
The Strait of Hormuz may be open according to the Iranian government, but the IRGC seems to have different machinations. https://t.co/cvL7jYvGoa
OIH and XLE Surge; Oil Rally Just Beginning
🚨 UPDATE: On February 2nd I told you to buy OIH and XLE. Since then: OIH: +14% XLE: +10% Crude oil: 7-month highs And in my opinion, we’re just getting started. Here’s why I’m not selling yet:
Home Batteries Transform Australia's National Electricity Market
Home batteries reshape Australia’s national electricity market #energysky -- via pv magazine global: https://t.co/fiHsRFXODW https://t.co/R6laEgqPbB
Scaling AI: Cost Vs. Asset Lifecycle ROI
The ROI of Scale: Computational Costs vs. Asset Lifecycles - For AI engineers working in sectors like rail, utilities, and energy, the primary challenge has shifted from “Can we build it?” to “Can we afford to scale it?” https://t.co/SjIN9Uk9eF
Renewables Insulate You From Oil Market Chaos
Two different worlds entirely. With the Strait of Hormuz shut down, oil producers closing production and oil tanker insurance companies ceasing coverage in the middle east: Person with no solar & no EV: Congrats, your gas expense may soon double, your...
Solar LCOE Projected to Drop 30% by 2035
Solar LCOE to fall 30% by 2035, says BloombergNEF #energysky -- via pv magazine global: https://t.co/3AQL0ZML68
Iran Conflict Will Expose Oil Market Fragility
IRAN WAR will test the vulnerability of oil markets - I got to write some thoughts in the Financial Times: https://t.co/L7TKTXxT7U
Cleaver‑Brooks Launches Air‑to‑water Heat Pump for Hydronic Heating
Cleaver-Brooks unvelis air-to-water heat pump for hydronic heating #energysky -- via pv magazine global: https://t.co/VV7wnodgyp
Oil Spike Lifts Brazil Real, Sinks Turkish Lira
When markets open tonight, oil prices will spike, which will help oil exporters and hurt oil importers. In Q1 '22, oil prices spiked almost 40%. Single biggest beneficiary - by far - was Brazil's Real, which rose 20%. Turkish Lira...
IRGC Closes Strait of Hormuz, Threatening 20% Oil Flow
🚨 IRAN WAR UPDATE — MARCH 1, 2026 🚨 Khamenei is confirmed dead by Iranian state media. But the bigger story: the IRGC has formally closed the Strait of Hormuz. Shipping firms are instructing vessels to shelter in place. About 20%...
Iran War Urges China to Fast‑track Renewables, Shun Coal
Thinking ahead... does this push China to further speed up the adoption of renewables + batteries and make it even more reluctant to wind down coal. The Iran war is an object lesson in a) American power (which shale has...
Deloitte Calls for Renewable‑AI Alignment in India
Deloitte urges India to align renewables with AI data growth #energysky -- via pv magazine global: https://t.co/6nfeZlOszP
Liberian‑flagged Aframax Tanker Capetan Andreas Exits Strait of Hormuz
Looks like the Liberian-flagged Aframax 74k deadweight ton ceude oil tanker Capetan Andreas is sailing outbound through the Strait of Hormuz. https://t.co/G0jdY5284V
Honeycomb Microstructures Boost Tandem Solar Cell to 12.3%
Amorphous silicon-silicon tandem solar cell achieves 12.3% efficiency via new honeycomb-shaped micro-structures #energysky -- via pv magazine global: https://t.co/b8codDfUei
Nextpower to Provide Steel Frames for JinkoSolar's Florida Plant
Nextpower to supply steel frames for JinkoSolar’s Florida factory #energysky -- via pv magazine global: https://t.co/aFKhKfYdkM