U.S. Plant Retirements Clash With Surging Power Demand
The U.S. plans to retire ~11 GW of power plants in 2026, mostly coal & aging gas Don’t count on it. Power demand is surging faster than new generation can be brought into the grid. Renewables aren't fit for purpose except at the margins. The energy transition is irrelevant when the things get real. #Energy #PowerGrid #Coal #NaturalGas #GridReliability #EnergyTransition #Electricity #Infrastructure
Bloomberg's Oil Glut Narrative Shows They're Six Months Late
Bloomberg is still arguing “oil glut” & saying the correlation between geopolitics in the Middle East & oil prices is "broken" How can @bbgoriginals be 6 months behind the curve & still be in the news business? #Oil #EnergyMarkets #Geopolitics #Commodities...
Shadow Oil Fleet Stressed, Sanctions Spur Higher Prices
The shadow oil fleet isn’t gone — it’s under stress Seizures raise costs & strand barrels, but doing more against Russian & Iranian flows means higher oil prices & inflation https://t.co/P5EDN7PrRY #Oil #Sanctions #EnergySecurity #Russia #Iran #Geopolitics
Power Purchase Agreements Navigate an Ever‑Changing Energy Market
An ever-changing market: Delving into the heart of power purchase agreements #energysky -- via pv magazine global: https://t.co/mTFwu6yRc9 https://t.co/GK6zgGrCNT
Floating Nuclear Plants May Beat Shore Power in Cost, Speed
I think this is a great idea. I wrote a piece on floating nuclear for @ASMEdotorg @MEngineeringMag last September. Floating nuclear drives up costs on one hand (you have to build the ship and the power plant) but saves...
Transgrid Cost Surge Sparks Doubts on Network Privatisation
Transgrid’s latest cost blowout raises a key question: What was the point of privatising energy networks? #energysky -- via Renew Economy: https://t.co/7EDjWkfvfl https://t.co/sG9wky3ieM
Germany Injects €1.3B Into Salzgitter Green Steel
After financial commitments fell through, the German government pours €1.3 BILLION into Salzgitter’s green steel project. GERMANY'S GREEN SECULAR RELIGION = KILLING THE GERMAN ECONOMY. https://t.co/gmESJ38qxH
Australia Secures Fixed‑Price Power for Tomago Smelter Post‑2028
Australia moves toward a fixed-price power deal to keep Rio Tinto’s Tomago aluminium smelter running after 2028. https://www.metalnomist.com/2026/02/tomago-aluminium-smelter-power-purchase.html
EU Nations Show Mixed Progress on Energy Storage Plans
European Union members make mixed progress in implementing energy storage strategies #energysky -- via Energy Storage News: https://t.co/kTQpOX2ldX
BESS Bankability Shifts to Operational Performance in 2026
Redefining BESS bankability in 2026: from installed capacity to operational performance #energysky -- via Energy Storage News: https://t.co/oeWGFHHUsy
Oil Service Stocks Decouple From Oil
$DSPX $OIH the miracle of dispersion/factor and narrative herding- OIH, oil service companies (and XLE) have stopped caring about the price of oil https://t.co/KSEm3I1wDU
Local Communities File Final Legal Challenge Against Marinus Link
Locals launch last-ditch legal challenge in bid to stop Marinus Link #energysky -- via Renew Economy: https://t.co/3JXw7onas3 https://t.co/YacCtryQP3
Canada’s Political Cross‑currents:
Last Week, This Morning for Feb. 23 1. Electrification of Canada - the narrative trap 2. CPC floor crossing, Jivani in Washington 3. Danielle Smith and immigration, 9 referenda 4. Gil McGowan and Alberta unions fight back #ableg #cdnpoli https://youtu.be/NQLr-oMVHKk
Certainty and Uncertainty Dominate Intersolar Energy Storage 2026
Certainty and uncertainty take center stage at Intersolar and Energy Storage North America 2026 #energysky -- via pv magazine usa: https://t.co/gtDWrb7IcT https://t.co/VEuvEuSaRB
India's Power Shift Gains Speed, Yet State Gaps Remain
India’s electricity transition accelerates, but state-level gaps persist, says report #energysky -- via pv-tech: https://t.co/8JMDFaeeSy
Geometry-Constrained Optimization Expands Rooftop Solar Potential
Beyond rectangles: How geometry-constrained optimization can unlock more rooftop solar #energysky -- via pv magazine usa: https://t.co/XnjsGEvlbI https://t.co/YpXtdzFktR
World's Largest Solar‑Storage Project Achieves Grid Sync
World’s largest solar-plus-storage project completes initial grid synchronization #energysky -- via pv magazine global: https://t.co/Dw6ir5rO3W
Global CO2 Levels Set to Flatten, Then Decline
I expect we will see similar results worldwide soon, country by country. A flattening of CO2, followed by a decline, as renewables replace coal and gas, and EVs displace gasoline/diesel.
Energy Firms Ramp up Lobbying for Venezuela Opportunities
👀 #Energy-related companies' interest in opportunities in #Venezuela is starting to show up in lobbying reports. Expect to see more of this K Street action, as we reported in this morning's @axios Future of Energy newsletter. #OOTT (1/3)
Canada’s Innovation Poised to Lead Global Carbon Removal
How Canadian Innovation and Entrepreneurship Could Lead Global Carbon Removal Senator @colindeacon discusses “Carbon Removal, From Air to Sea,” released on Feb 5. #cdnpoli https://youtu.be/MrWuN-uuFzk
Renewables and Batteries Dominate 93% of New U.S. Capacity
Renewables and Batteries Comprise 93% of New U.S. Generating Capacity This Year #energysky -- via Heatmap News https://t.co/UokkhuyyPf https://t.co/QES3dHLq5F
Nuclear Plant Overruns Cost by €2.5bn, Delayed 12 Months
World’s most expensive nuclear power plant blows out again, by €2.5 billion and 12 months #energysky -- via Renew Economy: https://t.co/IAT2b1WZ5z https://t.co/VcM9xK4NFF
Energy Crises Drive Nations Toward Solar Adoption
Ukraine turned to solar power as their energy infrastructure is destroyed by Russia. Cuba turns to solar power as the U.S. cuts off oil shipments. See a pattern here??
Zero‑Emission Mandates Without Nuclear Threaten Power Prices, Reliability
California, Oregon, Minnesota, Rhode Island, Maine, Massachusetts and Vermont have aggressive (75-100%) zero-emission electricity mandates AND bans on new nuclear power. If these states don't repeal these policies—and soon—they will face: 1) sky-high electricity rates (from catastrophically expensive overbuilds of solar/wind/batteries and...
US Adds 57.6 GWh Energy Storage in 2025
SEIA: US installed 57.6 GWh of new energy storage capacity in 2025 #energysky -- via Solar Power World: https://t.co/ZVXllTa5xB
Falling Gas Prices Save Combustion Drivers $700, EV Costs $290
Lower gasoline costs will save money for those who drive cars w/ outdated combustion-powered drivetrains (more than $700/household according to this post). As a separate data point I will spend ~$290 this year to charge my electric vehicle (8000 miles, 0.3...
Enel Adds 830 MW US Solar‑wind Portfolio
Enel acquires 830MW US PV and wind portfolio, ups renewables investment #energysky -- via pv-tech: https://t.co/3AfV5Qymhs
Cheap Chinese EVs: Attractive Until Companies Collapse
Cheap Chinese EVs are boon, until the company goes bust. "Neta Auto’s parent company filed for bankruptcy last year after failing to pay wages, stranding customers in Thailand without after-sales support. Singulato, Aiways, Byton, and Levdeo have all shut down." https://restofworld.org/2026/china-ev-exports-competition-price/
North Dakota Beats Venezuela; Venezuelan Oil Too Costly
#NABE2026 Dan Yergin Vice Chairman of S&P500 expert on energy market. N Dakota produces more oil than Venezuela. We have to question reserves in VZ - over half requires $70-$80 per barrel to produce. Too expensive. Skeptical about how...
Oil & Gas Consolidation Accelerates; KNTK Near Deal Valuation
Consolidation in Oil & Gas keeps accelerating - $KNTK is reportedly being approached by $OXY-backed $WES. - Delaware Basin pipeline operator is up 10%+ on the news and even more ytd - Upside looks limited, any deal likely prices near the current mcap....
Peak Capacity Shortage Drives Soaring Electricity Rates
We have been talking about peak electricity demand for several years. There is a smart way to solve it and a "vibes" way to solve it. We won't have a lack of annual energy, we have a lack of peak...
US Policy Shifts Risk Turning Economy Into Petrostate
The US risk drifting toward petrostate economics. Regulatory rollbacks and clean energy policy U-turns aren’t just about climate — they affect jobs, industrial competitiveness, health and investment certainty. https://t.co/6Jn5YrWN68
Local Content Rules Halve EV Subsidy Effectiveness
New @nberpubs: "Industrial Policies for Multi-Stage Production: The Battle for Battery-Powered Vehicles" https://t.co/DX6XB7e1R0 "local content requirements... drive up costs and reduce subsidy uptake, undoing more than half of the EV adoption stimulus coming from pure buyer subsidies" 😲
U.S. Gas Exports Surpass Domestic Use in 2025
UNITED STATES exported an average of 14.8 billion cubic feet per day (bcf/d) by tanker and other 9.4 bcf/d by pipeline during the first eleven months of 2025. Total exports exceeded the combined consumption by households (12.0 bcf/d) and offices,...
Syria's Oil Output Slashed To
Syria's oil production is a zero-rounding error @NoamRaydan Current levels are roughly 100–120 kb/d. Max production before the Civil War was 400 kb/d. As you note, its heavy, sour crude must be exported to Greece or Italy b/c it has no complex...
Europe’s Gas Crunch Stems From Storage Shortage, Not LNG Scarcity
Europe’s gas problem isn’t a lack of LNG — it’s a lack of buffer, writes @seb_kennedy With storage below 32%, even hypothetical risks like Hormuz move prices fast. #TTF #LNG #EnergySecurity #GasMarkets #Geopolitics
Silbat Silicon Batteries Ensure 14-Day Uninterrupted Power
Silbat silicon batteries guarantee uninterrupted power supply for 14 days #energysky -- via pv magazine global: https://t.co/83tK1ZQ0hg
Global Climate Momentum: Renewables, Net‑Zero Cities, and Record Cuts
Good climate news this week 1 China: Country’s emissions have been flat or falling since March 2024 2 Brazil: Amazon deforestation on pace to be the lowest on record 3 Chile: Country’s electric system hits historical participation of 93.5% of solar and wind...
Geothermal Must Add 2GW/Yr to Hit 10% by 2040
Geothermal could be 10% of US electricity production by 2040. To hit 10% in 15 years, you need to start with 400MW of new geothermal this year and scaling deployment to 2GW per year by 2030 and then by 10%...
French Startup Unveils Universal Home Energy Management System
French startup launches ‘universal’ home energy management system #energysky -- via pv magazine global: https://t.co/eot5SeQ3va
Shale Model Unsustainable; Investors Fled in 2018
I said the shale business model could not last. Investors got that message on their own and fled in 2018 @AmbroserayRay Act out your inferiority complex elsewhere—not on my feed.
Grid Debate Centers on Cost, Reliability, Not Clean vs Gas
The grid debate isn’t “clean energy vs gas.” No one cares. It’s about achieving system cost and reliability without 9% rate increases every year and hopefully avoiding natural gas price volatility. Let’s break down the arguments. 🧵
Renewables Surge Globally, Beyond Major Economies
New global data confirms renewables are booming – and not just in the big economies #energysky -- via Renew Economy: https://t.co/foLOkmBUvK https://t.co/rHTgZPAEVu
Oil Sands Lobbied for Carbon Tax, Exposing Industry Hypocrisy
This is the kind of intellectual dishonesty that @ExnerPirot and other oil shills are famous for. In 2015, the oil sands industry actively lobbied FOR an industrial carbon tax. We must be carbon-competitive, they said. My receipts? Dozens of interviews with industry insiders.
Brazil Sets 107 GW Solar Goal for 2035
Brazil targets 107 GW of solar by 2035 under energy plan #energysky -- via pv magazine global: https://t.co/S8ibTAB4Tl
IEA Begins Brazil’s Path to Full Membership
Thank you to President @LulaOficial, Minister @asilveiramg & Minister Vieira for their request for 🇧🇷 to become an @IEA Member Very happy IEA Members unanimously decided at our Ministerial to start the process for 🇧🇷’s full membership in a major step for...
Finland Launches 12 MW Steam Heat Pump, Electrifying Industry
GOOD NEWS: The world’s largest steam-producing heat pump is now online in Finland, delivering 12 MW of superheated steam from waste heat and CO₂-free electricity. Proof that industrial heat can be electrified at scale. https://t.co/3UucWRcOJI https://t.co/IfhpiYqPOm
Denmark to Add 1.55 GW Solar by 2025
Denmark deploys 1.55 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/drL1CNEN2C
IEA Ministers Unanimously Admit Colombia as 33rd Member
Delighted that @IEA Ministers unanimously agreed at our Ministerial Meeting for Colombia to become our 33rd Member country, in the presence of 🇨🇴 Minister Edwin Palma Egea @PalmaEdwin Thank you, Minister Palma, for your strong engagement with the IEA ➡️ https://t.co/HmgmHQiVGc...
Power Crises Spark Solar Booms; Cuba’s Forgotten Legacy
♨️Syria and Lebanon have seen a dramatic surge in rooftop solar installations, driven by severe, ongoing power shortages that have pushed households and businesses to seek reliable, independent energy solutions. ♨️Cuba faces a similar situation today—with chronic blackouts, fuel shortages, and...