Trump's War Risks Global Energy Market Instability
How Trump’s War Could Destabilize the Global Energy Market #energysky -- via Heatmap News https://t.co/5Rh1Ysyc2w https://t.co/XMEM6rLIOY
Copper Shortage Imminent: Prices Set to Hit $15k
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...
Dutch Agribusiness Deploys 1 MW Electrolyzer for Hydrogen
The Hydrogen Stream: Dutch agribusiness installs 1 MW electrolyzer #energysky -- via pv magazine global: https://t.co/baIpYrobDq
Iran Conflict Sparks Oil Surge and Market Turbulence
Major News to Track on March 1, 2026: 1. US-Israel Strikes on Iran Escalate, Khamenei Reported Dead 2. Oil Prices Surge Amid Fears of Strait of Hormuz Disruption 3. Global Stock Markets Brace for Volatility Post-Iran Attacks 4. EPF Announces...
Iran’s Oil, Gas, Power Sectors Summarized in One File
💥Here is a comprehensive but condensed file on energy sources in Iran, covering its oil, gas, and power sectors, including several charts. Click the link, then switch the language in your browser.👇
Hormuz Closure After US‑Israel Strike Sends Markets Tumbling
🚨 OPERATION EPIC FURY — Feb 28, 2026 US and Israel launched a massive military campaign against Iran at 1:15 AM ET. Regime change is the stated goal. Iran retaliated, striking US bases in Bahrain, Kuwait, Qatar, and UAE. US officials say...
Hedge Funds Maxed Bullish Brent Bets Ahead of Iran Attack
Bullish Brent positions at nearly two-year high prior to attack on Iran Before the United States and Israel attacked Iran, hedge funds and other money managers amassed the largest bullish position in Brent crude futures and options for almost two years,...
Corporate PPA Volume Falls 10% as AI Drives Demand
Corporate PPA deals down 10% in 2025 as AI demand plugs gaps #energysky -- via pv magazine global: https://t.co/XVFxmEBQY3 https://t.co/XlNxyqpR8Z
Avoid Common Mistakes in Grid Reliability Studies
How *Not* To Do A Grid Reliability Study The Energy Bad Boys on how the "Union of Confused Scientists" get New England electricity so wrong. The Bad Boys also have a sweet hat tip to my own work on the...
Hormuz Closure Turns Oil Crisis Into Prolonged Risk Game
Strait of Hormuz. Closed. The ‘crisis’ will be defined by the length of the war and by risk. Oil supply. Maritime and cargo insurance. Houthis. Freight rates.
Tata Steel Adopts Heat Battery to Slash Emissions
Global giant Tata Steel is using a heat battery to curb emissions #energysky -- via Canary Media: https://t.co/2fnqQgr8Lq
Intelligence Warns: Fill Tanks; Energy Sites Likely Terrorist Targets
Spoke with a senior intelligence official that recommended everyone top their tanks off, not due to a known threat, but the high probability that energy assets are prime targets for terrorists.
Strait of Hormuz Status Threatens Shipping and Consumers
Is the Strait of Hormuz Open? ▶️Danger to Shipping ▶️US and UK Waring ▶️Impact for Consumers ▶️Other Factors Impacting Global Tanker Market ▶️Is US Sealift & Afloat Prepositioning Moving? Video: https://t.co/SgdGJdWaSD https://t.co/Cvj3mRaiq7
IRGC Threatens Hormuz Closure, Risking Oil Price Surge
Iran's Islamic Revolutionary Guard Corps (IRGC) has reportedly warned that no vessels are allowed to pass through the Strait of Hormuz. This blockade of the channel, which carries ~20% of global oil, threatens massive energy price spikes and severe, immediate disruptions...
Energy Fundamentals Outweigh Geopolitics as US Capex Plummets
Iran/US experts are everywhere today... Here is a friendly reminder that the case for energy is rooted in structural forces — not short-term geopolitical events. US energy sector capex, adjusted for GDP, is still down nearly 80% from prior peaks. Investors obsess...
Turkish LPG Tanker Masks Identity on AIS
The LPG Tanker Bogazici, outbound the Strait of Hormuz, is trying to fly under the radar by announcing on AIS, "Muslims Vessel is Turkish". https://t.co/Yw3dSA7lxB
Texas Leads U.S. in Renewable and Battery Power
Texas Is showing Trump what "American Energy Dominance" looks like: Texas leads America in solar, wind, and now batteries too. And yes, natural gas.
US-Israel Strikes Trigger Global Market Volatility
🚨 The US and Israel just launched strikes on Iran. Tehran is firing back. Missiles hitting Gulf states. Markets open Sunday night. Oil. Gold. Nasdaq. Forex. Everything gaps. I'm going LIVE Sunday 6PM ET to break down what this means for your trades. Don't...
Panasonic Launches Residential Fuel‑cell System for PV Homes
Panasonic debuts residential fuel cell cogeneration system for PV‑integrated homes #energysky -- via pv magazine global: https://t.co/rFRyXgV1Yv
German Consortium Unveils Web Guide for BIPV Planning
German consortium launches web guide for BIPV planning #energysky -- via pv magazine global: https://t.co/REybrhz4yM
Bond Rally Threatened by Potential Strait of Hormuz Closure
Bond bulls that were celebrating 10y UST yields dropping <4% on Friday waking up Saturday morning to reports that the Strait of Hormuz is possibly being closed 👇 https://t.co/pg9o9TPdO5
Call Skew Lowers Oil Spreads, Polymarket Binaries Boost Value
I wrote about Polymarket Iran markets and crude vols last week but didn't cover oil call spreads vs the odds. Jacked call skew makes call spreads cheaper in oil but the presence of Polymarket binaries creates a bid for them...
Navy Admits Limited Gulf Protection; 21M Barrels at Risk
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
Solar Leads New Power Additions, Outpacing All Sources
And now solar is the dominant way that new electricity generation is added to the grid every year. Last year over 100% of all new electricity growth came from solar, wind and nuclear. https://t.co/D91QsFnS6Z
Iran Bans Hormuz Traffic, yet Tankers Still Sail
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
Storms Damp Western Europe's PV, East Clears Coldly
Storm train hits Western Europe PV as East clears under cold #energysky -- via pv magazine global: https://t.co/Fc7k2DYwqY https://t.co/oq6ymCxS7d
Iran Strike May Push Oil to $73.90 Resistance.
$USOIL monthly - The Israeli-U.S. strike in Iran will propel the price of crude oil to the 1st yearly resistance at 73.90. Above that there's the June 2025 high at 77.64. These are the 2 potential upside targets for next...
LNG Model Fails: Losses May Be Rational Choice
Bottom line is that the LNG business model sucks @AsimRiaz1978 Losing money is rational behavior if less is lost than making a different decision. Good money after bad. Please don’t tag me on posts to draw attention to your views thru my...
Record US Crude Exports Threaten Brent Price Rally
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
Trump’s “Drill, Baby” Stance Kills $4.9bn Wind Line
FT's Gillian Tett on Trump's "mad" energy policy "[His] 'drill, baby, drill' mantra makes him reluctant to embrace renewables…Last [yr] energy dept terminated a $4.9bn loan guarantee for an 800-mile…power line to take wind power from Kansas to Illinois & Indiana....
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Chinese Drones Plausible, Hypersonics Doubtful; Markets See Calm
Reports of Chinese drones to Iran are plausible But talk of hypersonics is a leap. If true, I see little effect for the present Iran crisis Markets agree with Brent rolling into contango. This looks like calibrated support, not crisis-altering escalation https://t.co/x606IhOrev #Iran...
Brent Contango Signals Market Downplays Iran Disruption Risk
Brent DFL rolling into contango suggests the market is fading the Iran oil disruption risk @Rory_Johnston A US strike will probably still happen But traders aren’t pricing sustained barrels off the market. #Oil #Brent #Iran #EnergyMarkets #Geopolitics
China Wafer Prices Drop Fourth Week Amid Inventory Pressure
China wafer prices fall for fourth week as discounting deepens under inventory pressure #energysky -- via pv magazine global: https://t.co/NhJenObCMv
Wind Power Shifts: Kansas Farm Closes, Massachusetts Opens
One Wind Farm Dies in Kansas, Another One Rises in Massachusetts #energysky -- via Heatmap News https://t.co/WnR6tKEciB https://t.co/PcOAIAaLT4
Expiring Incentives Spark Record Residential Solar Demand
Expiring incentives led to record demand, more diverse market for residential solar in 2025, says EnergySage #energysky -- via pv magazine usa: https://t.co/LtEDSE5vUi https://t.co/rwfIPw1ZbU
India’s Solar Boom Set to Outpace Coal by 2028
India is smashing it: 42.5GW of new solar in 2026 ALONE. Think about that scale - it’s more than the entire installed capacity of most developed nations At this exponential rate, solar capacity is on track to CRUSH coal in India...
Sunoyster Launches Lightweight 440W Glass‑covered TOPCon Panel
Sunoyster offers lightweight 440 W glass-covered TOPCon PV panel #energysky -- via pv magazine global: https://t.co/CiwFm0MqhB
Clean Coal Term Originated in 1980s Reagan Program
They keep calling it “clean beautiful coal”, so show me the “clean” part. The phrase “clean coal” did not begin in 2016. It traces back to the 1980s, particularly the Reagan-era Clean Coal Technology Program launched in 1985, which promoted pollution-control...
Northvolt Factory to Deliver BESS Cells and 1GW Data Centre
Northvolt’s resurrected factory in Sweden will supply BESS cells to new owner this year, add 1GW data centre development #energysky -- via Energy Storage News: https://t.co/OERGaGb3O9
Renewables Outperform Fossil Fuels in Data Center Power
Why Renewables Beat Fossil Fuel for Data Centers #energysky -- via Heatmap News https://t.co/8FF88ts8gD https://t.co/A1CLnD3dI0
NexWafe, Talon PV Seal 7 GW Wafer Supply Deal
NexWafe, Talon PV sign 7 GW solar wafer supply agreement #energysky -- via pv magazine global: https://t.co/kIINEziKWq
Communities Must Pair Electricity Affordability with Risk Management
Why Communities Can and Must Consider Electricity Affordability and Risk Together #energysky -- via RMI https://t.co/8VL2nwLz1j
Estonia Adds 1.1 GWh Heat Storage, 1 GW Battery Capacity
Estonia advances 1.1 GWh heat storage, 250 MWh BESS and 800 MWh battery park #energysky -- via pv magazine global: https://t.co/yBI1O2Efvb
Sunrun Installs Drop in Q4 Despite 45% Revenue Surge
Sunrun solar installs fall in Q4 despite 45% revenue growth #energysky -- via pv-tech: https://t.co/NjWbWTQmsd
Team Advances America’s Lithium Resurgence at Thacker Pass
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX
Trump Misidentifies Greek Tanker as Venezuelan Vessel
He's standing in front of the MT Cap Corpus Christi, a Greek-flagged crude oil tanker that is neither sanctioned nor seized. It also didn't visit Venezuela recently. Grok says it arrived in Corpus Christi on Feb 26 from Freeport, Bahamas (Feb...
Smith Chases More Oil Cash Despite Record Royalties
Despite Record Royalties, Danielle Smith is Desperate for More Oil Cash Have you seen ABGov O&G royalties under Smith? Oh. My. Gawd. Will producing more oil and building more pipelines solve the problem Alberta is actually trying to fix? https://markhamhislop.substack.com/p/despite-record-royalties-smith-is
Northern Cheyenne Tribe Powers Buffalo Ranch with Solar
Nothern Cheyenne Tribe swaps diesel for off-grid solar to power buffalo ranch #energysky -- via pv magazine usa: https://t.co/Y0fvWqWH8j
Maritime Legal Actions and Market Shifts Highlighted
This week’s Dispatch: 'Hospital Ship Head Fake' • DOJ moves to forfeit the M/T Skipper + $150M cargo • Another Venezuela-linked tanker boarded in the Indian Ocean • Mercy AIS points Panama Canal, not Greenland • A decade to US LNG dominance • Tariff...