Energy Social Media and Updates

Oil Glut Myth Debunked: Sanctions Tighten Real Supply
SocialFeb 22, 2026

Oil Glut Myth Debunked: Sanctions Tighten Real Supply

The oil glut narrative is dying or dead A market rallying 18% YTD isn’t drowning in supply. Yes, barrels exist on paper But sanctions, disruptions, inventories & geopolitics mean they’re not available where prices are set. These views are from the @BloombergNRG article. I agree...

By Art Berman Blog
Iran's Survival Shift Fuels Chaos Amid China Metal Competition
SocialFeb 22, 2026

Iran's Survival Shift Fuels Chaos Amid China Metal Competition

Teheran now believes it's marked for death, writes @ctindale Once survival replaces strategy, restraint evaporates & chaos becomes leverage Anyone who thinks this isn’t about oil—specifically balancing China’s grip on metals—simply isn’t paying attention #Geopolitics #Iran #Deterrence #EnergySecurity #PowerPolitics #Risk #MiddleEast #StrategicStability

By Art Berman Blog
Iran War Risk Surge Threatens Oil Markets
SocialFeb 22, 2026

Iran War Risk Surge Threatens Oil Markets

🔴 IRAN WAR RISK IS ESCALATING FAST Military buildup. Failing diplomacy. Rising oil volatility. Subscribers have been tracking the escalation path and the market consequences before the headlines. Know what comes next. ⚠️Subscribe now on website⚠️ #Iran #Geopolitics #WarRisk #Oil #GlobalRisk

By David Murrin
Trump Uses Iran Threat as Energy Leverage, Not War
SocialFeb 22, 2026

Trump Uses Iran Threat as Energy Leverage, Not War

War with Iran & energy dominance are unrelated IMO @AsimRiaz1978 Trump knows an Iran strike risks an oil spike & voter blowback at the pump. That's why I think the buildup & a strike are coercive leverage, not a plan...

By Art Berman Blog
Hydrostor Secures 4 GWh Compressed‑Air Storage Deal in California
SocialFeb 22, 2026

Hydrostor Secures 4 GWh Compressed‑Air Storage Deal in California

Hydrostor signs California offtake deal for 4 GWh compressed air storage #energysky -- via pv magazine global: https://t.co/Macva8U3oX

By Tor “SolarFred” Valenza
Four‑Hour Battery Projects Advance After 15‑Year Journey
SocialFeb 22, 2026

Four‑Hour Battery Projects Advance After 15‑Year Journey

4-hour projects, 15-year toll: Neoen, Statkraft, Zenobē and Infranode progress BESS in Northern Europe #energysky -- via Energy Storage News: https://t.co/8JOh5DmayD

By Tor “SolarFred” Valenza
Voters Favor AI Data Centers Powered by Clean Energy
SocialFeb 22, 2026

Voters Favor AI Data Centers Powered by Clean Energy

Voters are dramatically more receptive to AI data centers near them if they'll be powered by clean energy. Industry take note. [Blue Rose Research, Feb 2026] https://t.co/2gsbeHtYMv

By Ramez Naam
Cooling Credits Offer 1‑Million‑to‑One Climate Impact
SocialFeb 22, 2026

Cooling Credits Offer 1‑Million‑to‑One Climate Impact

A million to one ratio is pretty sweet, tbh. Proud to buy cooling credits from these guys - paying to reflect a miniscule fraction of sunlight back into space. The only possible way to halt climate change at 1.5C.

By Ramez Naam
Europe's Optimal Agrivoltaic Row Spacing Revealed
SocialFeb 22, 2026

Europe's Optimal Agrivoltaic Row Spacing Revealed

Optimal solar module row spacing for agrivoltaics across Europe #energysky -- via pv magazine global: https://t.co/fykphdQp9S

By Tor “SolarFred” Valenza
Full EV Fleet by 2026 Cuts WA Emissions Over Half
SocialFeb 22, 2026

Full EV Fleet by 2026 Cuts WA Emissions Over Half

While renewables boom in WA, WA electric vehicle adoption half the global adoption rate of 25% If WA's vehicle fleet was 100% electric in 2026 with renewables penetration at 55%, more than half of WA transport emissions would have been eliminated @RogerCookMLA

By Prof Ray Wills
Supreme Court Tariff Decision Accelerates Energy Transition
SocialFeb 22, 2026

Supreme Court Tariff Decision Accelerates Energy Transition

Transcript: What the Supreme Court’s Tariff Ruling Means for the Energy Transition #energysky -- via Heatmap News https://t.co/8WlknvgxB2 https://t.co/uT8gy8NiSw

By Tor “SolarFred” Valenza
Hallett Battery Secures Financial Close in Australia
SocialFeb 22, 2026

Hallett Battery Secures Financial Close in Australia

Hallett battery project reaches financial close in Australia #energysky -- via pv magazine global: https://t.co/zQ4cd4fAS9

By Tor “SolarFred” Valenza
Houston Firm Acquires Oil Assets via Concho, Shell Deals
SocialFeb 22, 2026

Houston Firm Acquires Oil Assets via Concho, Shell Deals

"The oil and gas holdings in question were acquired by the Houston-based company through previous transactions involving Concho Resources and Shell, according to the report," @geolsubho https://t.co/OlyZeu35Mu

By Art Berman Blog
Algorithm Cools Solar Panels During Clipping, Boosts Efficiency
SocialFeb 21, 2026

Algorithm Cools Solar Panels During Clipping, Boosts Efficiency

New algorithm reduces solar module temperature during clipping, curtailment #energysky -- via pv magazine global: https://t.co/NbLnqUKk5Q

By Tor “SolarFred” Valenza
Algorithms Could Cut Data Center Energy Use
SocialFeb 21, 2026

Algorithms Could Cut Data Center Energy Use

Can an Algorithm Solve Data Centers’ Power Problem? #energysky -- via Heatmap News https://t.co/qcCqLZZ9Qq https://t.co/skxJp2cNOc

By Tor “SolarFred” Valenza
PowerBank Reports $22.3M H2 2025 Revenue Surge
SocialFeb 21, 2026

PowerBank Reports $22.3M H2 2025 Revenue Surge

PowerBank posts $22.3 million in H2 2025 revenue amid space solar AI push #energysky -- via pv magazine global: https://t.co/NhMneLBXJk

By Tor “SolarFred” Valenza
Winter Freeze Exposes Solar and Wind’s Reliability Gap
SocialFeb 21, 2026

Winter Freeze Exposes Solar and Wind’s Reliability Gap

Late January's winter weather was a perfect litmus test for purported replacements of fossil fuels. If a type of “power” or “capacity” cannot reliably contribute to preventing Americans from freezing to death during a week of nationwide cold weather, whatever else...

By Alex Epstein
Enhanced Geothermal Beats New Nuclear on Cost, Speed, Cleanliness
SocialFeb 21, 2026

Enhanced Geothermal Beats New Nuclear on Cost, Speed, Cleanliness

And why bother with new nuclear when enhanced geothermal does the exact same thing but faster, cheaper, cleaner & safer and with less land & no mining and can be done most anywhere. https://web.stanford.edu/group/efmh/jacobson/Articles/I/150Country/150-CountriesEGS.pdf https://news.stanford.edu/stories/2026/01/geothermal-clean-renewable-energy-transition-study-research Nuc pushers have no idea what the alternatives...

By Mark Z. Jacobson
Nuclear Costs Billions, Takes Decades—Solar Wins
SocialFeb 21, 2026

Nuclear Costs Billions, Takes Decades—Solar Wins

New nuclear is crazy-and useless $47.2 bil for 3.26 GW Hinkley Point C=$14.5/W vs $1/W for solar and wind And HPC will take 22 years from planning to operation (2008-2030), vs 1-3 for PV/wind Similar statistics for Vogtle Vaporware SMRs are worse https://t.co/M80o9ICaUb

By Mark Z. Jacobson
Risen Energy Introduces Full Liquid Cooling for 131 kW Storage
SocialFeb 21, 2026

Risen Energy Introduces Full Liquid Cooling for 131 kW Storage

Risen Energy adds full liquid cooling to 131 kW/261 kWh C&I storage unit #energysky -- via pv magazine global: https://t.co/WaJHUYwp2n

By Tor “SolarFred” Valenza
Brent Spreads Widen Sharply as Front‑month Jumps
SocialFeb 21, 2026

Brent Spreads Widen Sharply as Front‑month Jumps

Where's the Glut? Brent 12-month spread widened $1.79 (52%) 6-month spread widened $0.68 (30%) for the week ending February 20 Front-month price increased $4.01 from $67.75 to $71.76 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/GkGOzWLZRj

By Art Berman Blog
Jan Gas Futures Near $5, Could Slip Below $4.40
SocialFeb 21, 2026

Jan Gas Futures Near $5, Could Slip Below $4.40

January Natural Gas vs. Lower Energy, Rates Goals - The January natural gas future (Jan27) is typically the tip of the price curve and will be tops in relevance around the US midterms, with a potential downward bias. Preexisting trends...

By Mike McGlone
Trump's Energy Policy Failed, Wasting Oil Leverage on China
SocialFeb 21, 2026

Trump's Energy Policy Failed, Wasting Oil Leverage on China

Energy dominance has been Trump’s most consequential failure @Anon1Oil No Defense Production Act. No serious incentives. No strategy. “Drill, baby, drill” turned into “die, baby, die” in the oil patch. And he’s wasted oil as leverage against China. As for telling me...

By Art Berman Blog
Taxpayer Money Moves Reactors; Solar and Batteries Already Mobile
SocialFeb 21, 2026

Taxpayer Money Moves Reactors; Solar and Batteries Already Mobile

Gee. With billions of taxpayer subsidies, we have finally proven that you can *actually move* a nuclear reactor. (But the fuel didn’t fly with them…) 🙄 Meanwhile, solar and batteries are cheaper, faster, safer, and move on planes and trucks every...

By Jonathan Foley
Closing Fossil Plants Drives Winter Grid Strain, Price Spikes
SocialFeb 21, 2026

Closing Fossil Plants Drives Winter Grid Strain, Price Spikes

Had we not shut down so many coal plants and suppressed so many pipelines and prevented so many gas plants, this winter's electricity demand could have been easily and cheaply met. Instead, it strained grids, spiked power prices, and spiked heating...

By Alex Epstein
Cubenergy FlexCombo 2.0 Powers Next‑Gen Energy Applications
SocialFeb 21, 2026

Cubenergy FlexCombo 2.0 Powers Next‑Gen Energy Applications

Enable the next wave of applications and opportunity: Cubenergy’s FlexCombo 2.0 flexible energy storage AC block #energysky -- via Energy Storage News: https://t.co/WVo8bo2saO

By Tor “SolarFred” Valenza
Data Center Growth Ends; Power Procurement Becomes Arms Race
SocialFeb 21, 2026

Data Center Growth Ends; Power Procurement Becomes Arms Race

Just read several embargoed reports coming out this week. We are no longer in a “data center growth” cycle. We are in a power procurement arms race.

By Jigar Shah
Scale Up, Shift Risk: Fix Nuclear Incentives
SocialFeb 21, 2026

Scale Up, Shift Risk: Fix Nuclear Incentives

I want nuclear to succeed. And right now almost every nuclear project in the Western world is an unmitigated disaster. The only way out of this is to both fix the economic incentives (customers can not hold the bag for...

By Ramez Naam
Hot, Dry 2026 Boosts Australian Solar Amid Fires
SocialFeb 21, 2026

Hot, Dry 2026 Boosts Australian Solar Amid Fires

Hot, dry start to 2026 lifts Australian PV, despite fires and monsoon losses #energysky -- via pv magazine global: https://t.co/thgmhFkK3v https://t.co/CQA7F9yadu

By Tor “SolarFred” Valenza
£49B Hinkley Point C vs Solar/Wind Investment Potential
SocialFeb 21, 2026

£49B Hinkley Point C vs Solar/Wind Investment Potential

The math behind the Hinkley Point C disaster is infuriating: EDF just pushed, again, the start-up to 2030 and the cost exploded from an original £18b in 2016 to £49b But how much solar or offshore wind does £49b buy in...

By Assaad Razzouk
Russian Fuel Tanker to Cuba Highlights US Policy Limits
SocialFeb 21, 2026

Russian Fuel Tanker to Cuba Highlights US Policy Limits

A Russian fuel tanker is heading to Cuba This is a smart move to bring Cuba's humanitarian crisis into the public view. Trump doesn’t want that but he can't do nothing about the oil. He’s boxed in. https://t.co/6TnMy2f4wv #Cuba #Sanctions #EnergyCrisis #Geopolitics #Oil #HumanitarianCrisis #USForeignPolicy...

By Art Berman Blog
Conoco Exit Signals Earlier End to Permian Shale Boom
SocialFeb 21, 2026

Conoco Exit Signals Earlier End to Permian Shale Boom

When Conoco cashes out of the Permian, it says shale’s runway is closer to over than investors assume. It also suggests that desperation for cash takes precedence over a growth story for investors. Bleak stuff for Energy Dominance https://t.co/v8EuOOFeWj #Oil #Permian #Shale #EnergyReality #PeakShale

By Art Berman Blog
Sanctions Cripple Cuba's Grid, Wealth Fuels Private Power
SocialFeb 21, 2026

Sanctions Cripple Cuba's Grid, Wealth Fuels Private Power

Sanctions + fuel shortages broke the Cuban grid Those with dollars self-electrify while the rest sit in the dark. Energy desperation risks deepening inequality while the broader economy deteriorates. https://t.co/xOjVSt4Eep #EnergyCrisis #Cuba #Sanctions #Solar #GridFailure

By Art Berman Blog
Oil Volatility Beats Fundamentals Amid Trump Risk
SocialFeb 21, 2026

Oil Volatility Beats Fundamentals Amid Trump Risk

Markets are trading a binary Trump headline risk, says @Ole_S_Hansen Oil isn’t moving on fundamentals alone—traders are loading up on upside calls while inventories draw hard. When positioning shifts this fast, volatility is the signal, not the noise. https://t.co/Lan48DvOA7 #OilMarkets #Brent #WTI...

By Art Berman Blog
Supercomputers Accelerate Sodium‑Ion Battery Research
SocialFeb 21, 2026

Supercomputers Accelerate Sodium‑Ion Battery Research

World’s fastest supercomputers probing future of sodium-ion batteries #energysky -- via pv magazine global: https://t.co/pSiSoBZ3Rd https://t.co/t3Yi3JRnKE

By Tor “SolarFred” Valenza
REC Solar Launches 3.3 MW Rooftop Array for Self‑consumption
SocialFeb 21, 2026

REC Solar Launches 3.3 MW Rooftop Array for Self‑consumption

REC Solar prepares to start 3.3 MW rooftop solar array for self-consumption #energysky -- via pv magazine usa: https://t.co/dItr2PAb9z

By Tor “SolarFred” Valenza
Opaque Energy Planning Threatens Future Power Reliability
SocialFeb 21, 2026

Opaque Energy Planning Threatens Future Power Reliability

Without transparent energy planning, the lights could go out #energysky -- via Energy Storage News: https://t.co/JvoB26DZPJ

By Tor “SolarFred” Valenza
NRG Acquires New York’s Largest Fossil Power Plant
SocialFeb 21, 2026

NRG Acquires New York’s Largest Fossil Power Plant

Scoop: NRG Buys New York’s Biggest Fossil Fueled Power Plant #energysky -- via Heatmap News https://t.co/HYXV78yUOY https://t.co/YML0FTvZNJ

By Tor “SolarFred” Valenza
Sodium‑ion Challenges Li‑ion in Portable Power
SocialFeb 21, 2026

Sodium‑ion Challenges Li‑ion in Portable Power

Can sodium-ion beat Li-ion in portable power? Bluetti Pioneer Na gives it a try #energysky -- via pv magazine global: https://t.co/re2fBBTBK4

By Tor “SolarFred” Valenza
India Can Freely Import Russian Oil After Tariff Ruling
SocialFeb 21, 2026

India Can Freely Import Russian Oil After Tariff Ruling

Re. the US SC tariff decision: As IEEPA was also the basis for the 25% addl punitive tariffs Trump imposed on India for buying Russian oil, it no longer holds. While Trump scrapped those tariffs Feb 6 under an interim...

By Vandana Hari
California CCAs Add Long‑Duration Storage; PowerSecure Expands NM Microgrids
SocialFeb 21, 2026

California CCAs Add Long‑Duration Storage; PowerSecure Expands NM Microgrids

US Roundup: California CCAs secure LDES from Hydrostor, ESS Inc. iron-salt acquisition, PowerSecure microgrids enhance New Mexico grid #energysky -- via Energy Storage News: https://t.co/dyz2jlxjNK

By Tor “SolarFred” Valenza
US Sells Venezuelan Oil to India, Surprising Twist
SocialFeb 21, 2026

US Sells Venezuelan Oil to India, Surprising Twist

Today, the US announced a plan to sell Venezuelan oil to India. Note who’s selling Venezuela’s oil to India. It’s Uncle Sam. AMAZING. https://t.co/SLitquccox

By Steve Hanke
Fake Eagle Photo Debunked; Turbines Kill Far Fewer Birds
SocialFeb 21, 2026

Fake Eagle Photo Debunked; Turbines Kill Far Fewer Birds

Fact-checkers debunk doctored photo shared by US government, who claimed it was of a bald eagle hurt by a wind turbine. Also, wind turbines account for fewer bird deaths than fossil fuels and only 0.002-0.028% of bird deaths. https://t.co/JXeX407CcE

By Mark Z. Jacobson
Push Renewables, Not Nuclear, for WA’s Future
SocialFeb 21, 2026

Push Renewables, Not Nuclear, for WA’s Future

Let's build WA's future around renewables and green iron, not gullibly back nuclear and last century subs that have already been strategically neutralised by drones Hey @AlboMP - what the hell is wrong with Labor backing nukes?

By Prof Ray Wills
Provincial Environmental Rules Can Trump Federal Pipelines
SocialFeb 21, 2026

Provincial Environmental Rules Can Trump Federal Pipelines

So, for example, a province acting within its jurisdiction over matters of a local and private nature (e.g. local environmental protection) would be given priority over federal laws (e.g. pipeline construction) in the event of a conflict? https://t.co/83rqboK7pR

By Andrew Leach
Longi Achieves 27.25% Efficiency with Back‑Contact Cells
SocialFeb 21, 2026

Longi Achieves 27.25% Efficiency with Back‑Contact Cells

Longi builds 27.25%-efficient back-contact solar cells with high-resistivity wafers #energysky -- via pv magazine global: https://t.co/a2j2Y1XWho

By Tor “SolarFred” Valenza
2026 Energy Storage Report Highlights Grid-Forming, Safety, Bankability
SocialFeb 20, 2026

2026 Energy Storage Report Highlights Grid-Forming, Safety, Bankability

The Energy Storage Report 2026 out now: grid-forming, fire safety, bankability and more #energysky -- via Energy Storage News: https://t.co/yxP28eVG91

By Tor “SolarFred” Valenza
Batteries and Grid Tech Rise to Top Priority
SocialFeb 20, 2026

Batteries and Grid Tech Rise to Top Priority

Very true this is why batteries and grid enhancing technologies are moving into the priority position.

By Jigar Shah
NextPower Supplies Steel Frames for JinkoSolar Florida Plant
SocialFeb 20, 2026

NextPower Supplies Steel Frames for JinkoSolar Florida Plant

Nextpower supply steel frames for JinkoSolar factory in Florida #energysky -- via pv magazine usa: https://t.co/DI2iUubaD0

By Tor “SolarFred” Valenza