Oil Reverses Upward, Signals Heightened Iran Tensions
$USO Daily. Strong upside reversal in crude oil today, off 20-day m.a. for ETF. I'm still using oil as a gauge for how serious Iran situation is. https://t.co/w7SKdZNPuo
Data Centers Push Power Use, Threaten Residential Rate Backlash
U.S. data centres seek to avert power price battle with voters After stagnating for more than a decade, U.S. electricity consumption has surged to a record high, driven primarily by growing demand from data centres handling artificial intelligence and other applications. But...
Tech Pledge Sounds Loud, Impact Still Significant
Tech ratepayer pledge may be more bark than bite — but it still matters https://t.co/UFdvFIxZ3P via @axios
Wind‑Water‑Solar: The Cheapest, Cleanest Path to Energy Security
100% clean, renewable energy transition explained: Why WindWaterSolar is cheaper, cleaner, faster, and safer than any other option for addressing global warming, air pollution, and energy security. My clean Energy Edge Podcast with Russ Bates https://t.co/ok8VsPZwTC
US Treasury OKs Venezuelan Oil Resale to Cuba, Details Murky
#CubaWatch🇨🇺: Yesterday, the US Treasury said it would authorize the resale of Venezuelan oil to Cuba. But it remains UNCLEAR how or will this work. THE DEVIL IS ALWAYS IN THE DETAILS. https://t.co/PLsrYShRGo
Final EPA RVO Rule Arrives March, Redefines B
1. Reasonably clear that the all-important final EPA rulemaking on 2026-27 RVOs will be released by the end of March and that it will be fundamentally different from the June 2025 proposed rulemaking. Todd Hubbs and I tackle the...
EU Leaders Emphasize Energy Security and Affordable Power
Delighted to have a comprehensive discussion with @EUCouncil President António Costa @eucopresident in Brussels on global energy markets & European energy security – with a focus on the competitiveness of European industry & the importance of electricity affordability https://t.co/ixYMCcBHPY
Orbital Data Centers: AI Power Solution or $50B Gamble
Can orbital data centers solve AI’s massive power crisis? Tech titans like Musk, Bezos, and Pichai are betting on $51B satellite networks to move AI processing off-planet. The goal: Unlimited, 24/7 solar power. Is it a brilliant move or a...
Crude Oil Slipped Into the Cave Overnight.
Crude DID end up trading partially into the cave last night....but of course, not when we were looking for this yesterday... https://t.co/BuN0hJWHds
Final Call: Pre‑Qualification for Sierra Leone Mini‑grid Project
We will soon be closing the first call for Pre-Qualification Applications for the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative to develop & upgrade #minigrids in #SierraLeone. More on application guidelines and eligibility criteria 🔗https://t.co/33ny5TBLTw https://t.co/0B4a9nAILj
US Oversupply Drives Down Energy Prices, Peaks Likely 2026
Peak Gas, Crude Risks Elevated in 2026; Energy Price Trend Down - Absent a supply shock from potential hostilities with Iran, crude oil may be more likely to peak in 1Q on the back of natural gas. Predominant downward price...
Velesto Energy: More Than Just Oil Drilling
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
US Crude Stocks Surge 16M Barrels, Gulf Coast Leads
U.S. CRUDE OILinventories surged by 16 million barrels over the seven days ending on February 20, the largest one-week increase for three years. The increase was concentrated at refineries and tank farms along the Gulf Coast where stocks rose by...
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Waratah Super Battery Transformer Arrives Q3 2026 in Australia
Waratah Super Battery transformer replacement scheduled for Q3 2026 delivery in Australia #energysky -- via Energy Storage News: https://t.co/GzvjWPYcAK
States Turn to Virtual Power Plants to Curb Rising Electric Bills
More states look to virtual power plants to fight rising electric bills #energysky -- via Canary Media: https://t.co/cI5KwxOTqy
EU Registrations Dip, BEVs Hit 19% with French, German Surge
🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
Coal's Decline Left a Dispatchable Power Gap
Coal's long decline is why US power supply is can't meet demand expectations. That doesn't mean “coal was good” or “renewables failed.” US lost a massive block of dispatchable power during a no-growth era Now that growth is back, there's no fast,...
AI Predicts Solar Cell Efficiency Using Wafer Quality
AI now can now predict solar cell efficiency from wafer quality #energysky -- via pv magazine global: https://t.co/1XDFJj5yx6
Tigo Energy Launches Real-Time Solar Commissioning Software
Tigo Energy debuts real-time solar equipment commissioning software at IESNA 2026 #energysky -- via pv magazine usa: https://t.co/LrqsKf3hIU https://t.co/wAHLxCt6G7
Batteries Buffer Europe’s Energy Price Volatility
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj
Public Power Advocates Apply Lessons From Past Failures
Public Power Advocates Have Learned From Past Failures #energysky -- via Heatmap News https://t.co/pX0v48103H https://t.co/I0WLqjrGEb
Behind‑Meter Solar Cuts California Grid Demand Amid EV Surge
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
Behind‑the‑meter Solar Drives California’s Grid Demand Drop
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
WTI Surplus Grows, Prices Hover Near $65
WTI comparative inventory returned to a surplus It has increased 12 mmb to 5.3 mmb more than the 5-year average $65.30 WTI was $8 > marginal price on the red yield curve the week ending February 20 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit...
Senators Push to Restore 5% Safe Harbor for Utility Solar
Senators propose to bring back 5% safe harbor to utility-scale solar projects #energysky -- via Solar Power World: https://t.co/9If8Sg2aFn
US Inventories Rise, Supporting Oil Glut Narrative
A good week for the oil glut story U.S. comparative inventory rose 12 mmb for the week ending February 20 Crude C.I. rose 13 mmb, gasoline was flat and rose distillate rose 0.1 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
Bert Thin Films Introduces Copper Paste for Backside Solar Cells
Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Trump’s IEA Threat Spurs Canada to Build Own Data
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
Trump EPA Withdraws Funding for Electric School Buses
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
Net‑Zero Path Turns Steeper, Emissions Curve Cliffs
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
Shoals Posts Record $148M Q4, 19% Annual Growth
Shoals reports record $148 million Q4 revenue, full-year growth of 19% #energysky -- via pv magazine usa: https://t.co/bo7p0b9Z7D
Self-Generated Power
Bring Your Own Generation Comes With Its Own Risks #energysky -- via Heatmap News https://t.co/3GKbb5kFF7 https://t.co/rYlt6Su0pH
FERC Admits Misvaluation, yet Status Quo Persists
FERC finds that setting min. stds for interregional transmission capacity "can inaccurately value interregional transfer capability." OK. But the status quo is definitely inaccurately valuing interregional transfer capability. Nothing will change. FERC missed an opportunity.
Depressed Oil‑Gold Ratio Signals Multi‑Year Energy Outperformance
Oil peaked in 2008 at $140 and has fallen sideways since to ~$65 today. In hard-money gold terms, 1 ounce buys 100 barrels of oil. Oil has been deflating for decades. The only time it was cheaper was 2020 when...
Europe's Anti‑Russia Stance Fails: Oil Still Bought
Are the RUSSOPHOBES in Europe still buying Russian oil? The answer is YES. SANCTIONS = NEVER WORK. https://t.co/EGIEz4CjE2
Electricity Use per Capita Mirrors Wealth and Modernity
It's worth keeping in mind that this chart shows electricity consumption per capita, which has much better correlation with wealth than "primary energy". Electricity consumption is more closely-tied to the markers of modernity (access to IT, A/C, refrigeration, water treatment...)...
Solar Boom Fueled by Debt, Not True Cost Savings
I don't think the world is ready for the reality that the great solar boom wasn't as cost-efficient as everyone thought. And actually, in a round-about way, was probably predominantly subsidised by growing Western indebtedness, at the cost of middle-class...
Illinois Should Scrap Net‑zero Mandate for Cheaper Power
Illinois Governor JB Pritzker just issued an order aimed at facilitating at least 2 GW in nuclear capacity additions. It's good to see an increasingly wider recognition of the potential of nuclear power, which has been stunted for decades by pseudoscientific...
Strategic Reserve Could Stabilize Mineral Markets, Unlock Capital
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...
Solar Optimism, Not Maximalism, Calls for Diversified Clean Energy
Good piece by @atrembath and @TedNordhaus on the distinction between solar optimism and solar maximalism. I'm definitely quite bullish on solar, but we also need other clean energy technologies (wind, storage, nuclear, geothermal, CCS for some industrial processes) alongside it....
U.S. Frack Fleets Eye Argentina as New Growth Frontier
U.S. shale isn’t dead but frack fleets are heading overseas “The opportunity in Argentina is one of the most promising," says Patterson-UTI Energy CEO. https://t.co/BGmL1ZLCnL #Shale #Oil #Fracking #EnergyMarkets #SupplyConstraints
OPEC+ Poised for Cautious Supply Hikes Amid Y2K‑style Glut
OPEC+ likely to restart supply hikes The oil glut is looking more like Y2K Still, OPEC+ increases will probably be cautious. https://t.co/XT9I0sGhYp #Oil #OPECPlus #EnergyMarkets #Geopolitics #Shale
Keystone XL Revival Appears in New Filings
New filings suggest the Keystone XL pipeline is being resurrected South Box in Canada & Bridger Pipeline in the U.S. are involved. https://t.co/Gl3HfeV9C5 #KeystoneXL #Pipelines #EnergyPolitics #Oil #Canada #US
U.S. Ethanol Output Surpasses 1.11M BPD, Up
🇺🇸U.S. ethanol production continued at a strong rate last week, topping 1.11M barrels per day for a third straight week. For the last three weeks, output has been about 3% above the year-ago levels. https://t.co/VcHmt2Mthb
RBOB Gas Futures Dip 1%, Pump Prices Near $3
RBOB gasoline futures down 1% YoY... very likely to turn up YoY in the weeks ahead... $3 pump prices absolutely coming $UGA $RB_F https://t.co/H5sX1paGVU
China’s 5-Year Plan Boosts Energy Security, Regional Self‑Reliance
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
LNG Export Permits Strengthen U.S. Industry and European Security
I can't remember--who was the president 10 years ago? That Administration's decision to grant permits for LNG exports was a boon for the domestic O&G industry while also helping U.S. and European security by reducing dependence on Russian energy exports.
US Holds Nearly All Global Data Center Capacity
The US has 3,960 data centers, more than the next 14 countries COMBINED. MASSIVE capital buildout. MASSIVE electricity demand. https://t.co/2CnR0GW60v