Fortescue Bets Future on $1 Bn Green Pilbara Shift
"Fortescue Stakes Its Future on a Billion Dollar Green Pivot in the Pilbara" https://t.co/NNU6MWp1YM @FortescueNews #Fortescue
Net Zero Fell; Visible Costs, Not Reality, Killed It
Net zero didn’t die because reality changed It died because the costs became politically visible. Electrification survives, and renewables remain central Until their full costs can no longer be ignored. https://t.co/sRbXj6lryP #EnergyTransition #NetZero #Renewables #Electricity #IEA
Congo’s Sovereignty, Not Ownership, Controls Cobalt Supply
China’s cobalt strategy assumed that owning mines guaranteed supply. Congo’s export controls show that sovereignty trumps ownership. China controls processing; Congo controls the tap. https://t.co/sBpdLF03jS #Cobalt #CriticalMinerals #China #SupplyChains #Geopolitics @ctindale
AI Growth Hits Power Grid, Not Capital, Bottleneck
The AI buildout is running into hard physical limits. Capital isn’t the constraint; power is Grids are full, turbines are sold out, and timelines don’t bend for hyperscalers. https://t.co/GNXtK2Hb8p #AI #Energy #PowerGrid #DataCenters #Infrastructure #Geopolitics
State Laws, Not President, Govern Facility Power Plant Decisions
State laws decide whether industrial computing facilities can build their own power plants. The President can't change those laws. That said, I appreciate that the 'pledge' is about 'ratepayers' and not customers.
ILi Markets: Rare, Timely Lithium Market Insight Source
Thanks @D_Jimenez_Sch - there are limited sources of useful, timely information on the #lithium market. Daniel (& his team at iLi Markets) is one of them. Great podcast guest too.
Politics Decide Whether Energy Transition Accelerates or Stalls
🔥 LIVESTREAM TODAY 4pm UK 🎙 Redefining Energy @OrielOxford Is the energy transition accelerating, stalling or being rewritten by politics? Join me & @MegaWattXinfo for an unscripted, audience-driven debate. 👉 https://t.co/2bbMhmCKed https://t.co/JXpJbINxtA
US Electricity Hits Record, Solar Leads Non‑fossil Surge
U.S. ELECTRICITY net generation at utility-scale facilities climbed to a record 4,430 billion kilowatt-hours (kWh or TWh) in 2025 up from 4,309 billion kWh in 2024. Nearly four-fifths of the increase came from non-fossil generators (+94 billion kWh) led by...
EV Charging Costs a Fraction of Diesel Fuel
I pay 7ppkwh at home. That’s 10% of the cost of an equivalent diesel vehicle on a like for like consumption cost comparison. Yesterday I paid 40ppkwh at a public charger. That’s still a lot cheaper than running an ICE
SEforALL's Framework Boosts Zambia’s 1,000 Mini‑Grid Goal
Zambia’s 1,000 Mini-Grid Initiative is an ambitious, government-led project aimed at deploying over 1,000 solar mini-grids in 🇿🇲 by 2030. In support of this initiative, @SEforALLorg has designed an Integrated Electrification Framework to catalyze the DRE market in #Zambia. https://t.co/3GwDqMLzBQ
Green Energy Needed to Break Rising Oil‑Gas Dependency
The price of energy is tied to the international price of gas. Since we sold off our oil and gas in the 80s we don’t control the price of our “own” gas and oil. One of the reasons for pushing...
Net‑Zero 2050 Dead, Fossil Fuels Essential, Solar Booms
COLUMN: Net zero by 2050 is effectively dead: Oil, natural gas and coal will remain crucial for meeting the world's energy needs. But that doesn't mean the end of renewable energy. Solar, in particular, is thriving, and will continue to...
UK Energy Bills Near Two-Year Low Despite Green Costs
UK energy bills hit almost 2-year low amid green cost shakeup https://t.co/1c5Ujc3rWO via @EamonFarhat https://t.co/i1fmG0aib3
Ernst Vows to Cover Iowa’s $2.55 Price Gap
$2.55 Iowa average https://t.co/qKoxDrbRtX, but Senator Ernst promises to make up the difference compared to what you'll pay
Renewable‑heavy States Enjoy the Cheapest Electricity Rates
Wow: @EIAgov data show the US states that produced >100% of their grid+behind-the-meter electricity demand with WindWaterSolar in 2025 had among the lowest electricity prices 2 states supplied over 100% and 14 states supplied 50-124% of demand with WWS https://t.co/KP3uii4BqI https://t.co/Ctxu1cCI4I
Rising Network Tariffs Threaten Home Battery Rebate Savings
Higher fixed network tariffs could erase the benefits of the Cheaper Home Batteries rebate #energysky -- via Renew Economy: https://t.co/rwveLFK8wI
High Lithium Prices Won’t Rescue Poor Assets
Higher #lithium prices don’t have the power to make low quality lithium assets good investments. Be careful out there. https://t.co/BDwn05D4Fc
Copper Profits Depend on Long‑term Price Strength
Copper is driving miners' profits But exposure is hard to scale unless prices stay high for years Profits are hard to maintain unless supply growth fails Mega-mergers failed because sellers wanted to be paid for the future scarcity now Usual good insights from @ClydeCommods...
US Shale and SPR only Temporary Buffers for Iran Shock
U.S. shale + SPR barrels & China’s vast stockpiles will offset Iran oil disruptions, writes @ronbousso1 But shale doesn't surge on command & stockpiles are a short-lived buffer The most likely shock absorbers are a limited Iran conflict & China stepping...
Import Terminal Repurposed by Fracking Boom
Fun fact: this was originally built as an IMPORT terminal. Then the fracking revolution happened and they had to reverse course. 🇺🇸
Uranium Enrichment Capacity, Not Reactors, Limits Supply
Uranium enrichment is running straight into a hard physical bottleneck Enrichment capacity, not reactors, is the constraint The US is still deeply dependent on Russian enrichment https://t.co/UzZh17Lcy5 #NuclearEnergy #Uranium #EnergySecurity #SupplyChains #EnergyTransition #Geopolitics
Oil Growth Hinges on Brent Holding $70 Level
Oil industry won’t grow unless Brent gets up to ~$70 & stays there Below that, drilling dries up and investment stalls. https://t.co/GEUV5bEdMd #OilPrices #EnergyMarkets #Brent #Permian #Production #Capex #Commodities #OilIndustry #MarketSignals
Top Countries Supplying US Solar Panels in 2025
From which countries did the US import solar panels in 2025? #energysky -- via Solar Power World: https://t.co/50iShtuhwp
When Weather Forecasts Become Infrastructure, Time Meets Energy
Minutes vs megawatt-hours: What changes when weather forecasting becomes a form of infrastructure? #energysky -- via Renew Economy: https://t.co/2OUQuXZwA6 https://t.co/GPFZ1V7lJi
Vaca Muerta's Promise Stalls Behind Fiscal and Infrastructure Hurdles
Argentina’s Vaca Muerta looks great on paper, but it’s not the next Permian. Argentina’s fiscal mess, weak infrastructure, & massive capex needs are real barriers. Continental’s hype says as much about a fading Bakken play as it does about Vaca Muerta. https://t.co/SGzycaNHEd #Oil...
Google Installs World's Largest Iron‑air Battery in Minnesota
Google to deploy world’s largest iron-air battery for Minnesota data center #energysky -- via pv magazine usa: https://t.co/xjrvPDsejJ
Bankability Key as No >100MW Projects Fully Merchant
‘No project above 100MW is fully merchant’: Bankability in focus as Energy Storage Summit 2026 kicks off #energysky -- via Energy Storage News: https://t.co/S3ZprKnfZW
FTC Solar Secures 840MW Tracker Deal in South Africa
FTC Solar signs 840MW PV tracker supply agreement in South Africa #energysky -- via pv-tech: https://t.co/ddeEfgCzt8
Execution Discipline Boosts European Energy Storage Value
Execution discipline redefines energy storage value in Europe, as investable projects become harder to secure #energysky -- via Energy Storage News: https://t.co/DVUJuczkAo
Portugal Powers Winter with 80% Renewables, Disproving Skeptics
Still think renewables can't power a modern economy? Portugal just hit 80.7% renewable electricity for the entire month of January. In the middle of winter 2017: 41.8% ("ceiling" skeptics said we couldn't break) 2023: 61.0% (Coal plants? GONE. Last one closed 2021) 2026:...
Republicans Back Clean Energy Credit, Criticize Trump’s Advisors
Republicans pushing for clean energy tax credit: “We think [Trump] is getting bad advice #energysky -- via pv magazine usa: https://t.co/7851K4C1i0 https://t.co/AgsRewWiRC
Weidmuller Launches 1,500‑V PV Connector Series
Weidmuller releases new PV connector series for 1,500-V systems #energysky -- via Solar Power World: https://t.co/xWVdgHrDKB
SCOTUS Decision Redefines Future of Energy
I learned a lot in this timely deep dive about what the new SCOTUS decision means for energy. Check it out
Climate Change May Boost Rooftop Solar Costs 20%
Global-warming-induced degradation could raise rooftop solar LCOE by up to 20% #energysky -- via pv magazine global: https://t.co/aiSuBq2bng
Optimism Returns as Lithium Prices and ESS Boom Questioned
Sunny & cold in Florida. How high will #lithium price go this cycle was the # 1 question. How real is the ESS boom was #2. Nice to see some optimism after a couple of lean years. https://t.co/KLtvzNOlxk
U.S. Tops Global Oil, Gas Production Under Biden
What's interesting about this is that the U.S. led the world in oil and natural gas production during the Biden Administration, too.
Germany's Energiewende Fuels Economic Decline
Thank your lucky stars you don’t live in #Germany. Once the industrial powerhouse of Europe, Germany is in decline. And much of that decline is a direct result of the country’s insane energy policies. For the past 15 years, the country...
Google Powers Data Center with 1.5GW Renewables, Iron‑air Storage
.@Google taps @XcelEnergyMN to supply data center with 1200 MW wind, 200 MW solar and 300 MW / 30 GWh @FormEnergyInc iron-air batteries, through new BYONCE (bring your own new clean electricity) tariff construct. https://t.co/iW5Xx4FZnx Google will also pay for all...
Iran's Oil Loadings Hit 2018 Highs, Margins Thin
Iran is pumping and loading at near-2018 highs ahead of nuclear talks Loadings are surging, buyers are softer, and oil-on-water is piling up More leverage, more risk, thinner margins. https://t.co/AZPC1zaGls #Oil #Iran #Hormuz #Sanctions #Geopolitics #EnergyMarkets
Leverage Could Shift Infrastructure Leadership Amid Stable Rates
Infrastructure may be the most crowded “safe” trade in markets. Consensus says utilities lag in a growth cycle. Leverage flips that narrative. If rates stabilize, leadership may rotate where few are looking. Read: https://t.co/GYU4HseCXx
UK Adds
Nearly 300 entities linked to Russian energy and military production have been added to the UK’s sanctions lists, including a network of oil traders whose vast reach was identified by the FT as the result of an IT blunder. https://t.co/Bky4oWVd2S
Ukraine Sabotages Pipeline, Cuts Oil to Slovakia, Hungary
Yesterday, Ukraine turned on Slovakia and Hungary. Ukrainian operatives blew up the main node of the Druzhba oil pipeline that supplies 100% of Slovakia's oil and 86% of Hungary's oil. UKRAINE = TURNS ON TWO MEMBERS IN NATO. https://t.co/ItvWWCVJb5
Blizzard Blackout Leaves Over 500,000 Homes Dark
Blizzard Blackout Hits More Than Half a Million Homes #energysky -- via Heatmap News https://t.co/ZW2z42zXZC https://t.co/OjDd9rCw4f
Enphase Launches Updated Control Software for IQ8, IQ9
Enphase releases new control software for its IQ8, IQ9 microinverters #energysky -- via pv magazine global: https://t.co/o1N5C7Pn4z
Energy Control Will Dictate AI Power and Competition
$12B FOR AI. BUT WHO OWNS THE SWITCH? This week, Amazon committed $12 billion to AI data centers in Louisiana, part of what could reach $200 billion in capital expenditures this year. I’ve been studying automation and AI for decades. What strikes...
Tanker Rates Hit Three-Year High Amid US‑Iran Tensions
TANKER RATES for chartering vessels to carry crude (or other dirty products such as fuel oil) have surged to the highest for more than three years as the United States and Iran edge towards war. The Baltic Exchange dirty tanker...
Rwanda Launches Integrated Clean Cooking Plan for Energy Access
#Rwanda continues to make strong progress on #energyaccess and @SEforALLorg together with @RwandaGov & partners has developed a comprehensive National Integrated Clean Cooking Plan (NICCP) that looks at how 🇷🇼 can integrate various #cleancooking options. https://t.co/gAdXWpL6Ci https://t.co/aRMcj3mgvg
Energy Policy Now Industrial, Geopolitical; Focus on Competitiveness
Denmark is a poster child of the energy transition. Yesterday I gave a keynote at Green Summit 2026. One message stood out: energy policy is industrial policy & increasingly geopolitics. The next phase isn’t about targets, but competitiveness, resilience & execution at...
China’s Top Solar Firms Slash One‑third Staff Amid Losses
1/7 Reuters: "China's biggest solar firms shed nearly one-third of their workforces last year, company filings show, as one of the industries hand-picked by Beijing to drive economic growth grapples with falling prices and steep losses." https://t.co/BDS9UWJaXO
Electric Fleets Win on Cost per Mile, Outpacing Personal EVs
Commercial electric vehicles will take over faster than personal vehicles. Fleets care about cost per mile. And electric drive trains already win there.