Low-Power Ride-Through Enables Continuous Green Hydrogen Production
Low-power ride-through tech keeps green hydrogen flowing in standalone PV–electrolyzers #energysky -- via pv magazine global: https://t.co/Mf1r5ddXqF
Turning Wastewater Into Feedstock, Fueling a Sub‑Fossil Future
excited about this. wastewater becomes feedstock. biomass becomes fuel. industrial chemistry inverts. @jared_western is an absolute maniac. proud to be backing him early. the future of fuels, chemicals, and materials is sub-fossil cost.
UN Considers Hormuz Sanctions Amid US Push for Forceful Resolution
U.N. Weighs Hormuz Sanctions as U.S. Pushes Resolution That Could Open Door to Force https://t.co/CT043TrOfi
Global Policy Shifts Reshape PV Inverter Market
The impact of evolving global policies on the PV inverter industry #energysky -- via pv-tech: https://t.co/8H2qtg1QO0
Solar Beats Ethanol‑powered Cars by 500‑to‑1
If you put that ethanol into the combustion engine of a car (that throws ~75% away as heat) and compare it with an electric vehicle, the end result becomes ~500:1 in favor of solar. And solar can go on roofs or...
EU Flags Insecure, Cheap Inverter Software as Security Risk
The inverter (especially its software) is a security risk if nog open source and managed well and it's a relatively cheap component compared to solar panels and battery cells. I'm glad the EU recognizes this.
Energy Retailer Urges Denial of Transmission Cost Recovery Bid
“Should be denied:” Energy retailer slams network bid to recover transmission cost blowouts #energysky -- via Renew Economy: https://t.co/eoa9jFTeDS https://t.co/hxuN2gB7bw
China’s Subsidies Drive Wind Power Dominance
China’s Big Bet on Wind Power Is Paying Off An industrial policy of subsidies and import restrictions laid the foundations for China to become almost as dominant in wind turbines as in solar panels. https://t.co/k9kQUYjyg0
Data Center Costs: Some Already Priced In
Exactly. Some price increases due to data centers -- such as PJM capacity auctions -- are already included in rates. Others costs -- such as local transmission upgrades -- are not because utilities start to recover costs once...
SPX‑WTI Inverse Correlation Plummets After Extreme Low
The 60-day (3-month) inverse correlation between the SPX and WTI dropped from its greatest negative extreme in 13 years (-0.88) in early April to a mere -0.12 today... https://t.co/FyZlAPW12P
US Emissions Falling, but Net‑zero Delayed to 2100
US emissions will likely continue to decline over the next decade even with the partial repeal of the IRA (and the passage of the OBBBA). But the rate of decline puts us on track to get to net zero emissions...
Colorado, Wyoming Team Up to Accelerate Carbon Storage Permits
Colorado announced our new partnership with Wyoming today to strengthen coordination on permitting for carbon storage projects that may cross state lines. Our agreement helps speed up permitting, supports cleaner air, and protects property rights—while ensuring we work together to...
Rising Crack Spreads Boost PSX: Watch for Cup Handle
$PSX Daily. Quality refinery stock. With "crack spreads" rising, and earnings out of the way for this name, makes sense to keep this on watch long. Ideally a few more days of a "handle" forms after "cup." https://t.co/ohiGjv3H4S
Physical Oil Premiums Collapse as Brent Steadies Near $115
Counterintuitive perhaps, but the physical oil market appears to be calming. Dated Brent is hovering at ~$115 a barrel, and physical differentials have narrowed massively, with grades offered at ~$3 a barrel premium to the benchmark vs the ~$30 a...
US Test Reactor Approved, Paving Way for Unlimited Energy
An American nuclear company just received government approval to turn on its test reactor. Built in two years. Soon America will have unlimited energy. Nuclear wasn't realistic until now.
Japan Funds South Africa Ammonia‑coal Tech to Cut Emissions
Japan is seeking to boost its presennce in South Africa by offering an energy transition loan and a technology that allows ammonia to be blended with coal to reduce power plant emissions https://t.co/BC6XVYmL82
Renewables Cut Driving Costs Fourfold, Ending Gas Price Spike
High gas prices are simply a result of the energy insecurity brought about by fossil fuels, which are limited resources that must be drilled for daily. Eliminate this insecurity and lower the cost of driving your car by a factor of...
Expanding Small Modular Reactors Risks Global Nuclear Weapon Spread
Yes, but so long as you keep pushing nuclear electricity (especially small modular reactors), you will eventually have nuclear weapons in another country because nuclear electricity and weapons go hand in hand.
Seeing Everything Is the First Step to Energy Savings
Real-time visibility and predictive insights don’t cut energy use on their own; they remove blind spots. You can’t optimize what you don’t see, and monthly reporting won’t get you there. https://t.co/Ymx3uYKQNS
Puerto Rico Gas Hits Record $4.66, Highest Ever
Gas in Puerto Rico is officially the most expensive it has ever been At $4.66, it's more expensive than the previous peak of $4.58 in June 2022
Iran Oil Damage Claims Overstated, Trump’s Odd Cabinet Role
Claims of “irreversible” damage to Iran’s oil system are overstated says @ncitayim I didn't know that Trump had a Secretary of Reservoir Characterization on his cabinet #OilMarkets #EnergyReality
UK Government Claims Gas‑Electricity Price Link Can Be Broken
Can gas and electricity's price link be broken? My latest for @IMechE's Professional Engineering looks at the UK government's bold latest claim https://t.co/MhYTxVfhkr
Laser‑threshold Triggers Self‑generated Magnetic Fields in Fusion Plasma
Simulations show that when laser intensity crosses a specific threshold, rapidly expanding fusion plasmas can self-generate strong magnetic fields, fundamentally altering heat flow and plasma behavior in direct-drive inertial fusion systems. fusionenergy
Countries Advancing to Smart Grid Phases 4‑6 in Renewable Integration
6 phases of renewable energy integration: @iea.org lays out typical challenges and how countries are solving them. Several are already in the high phases (4–6), where grids go from "building enough" to "operating smarter". A useful mental map to understand where countries...
Discussing Energy Crisis and Iran War on CNN
Thanks so much to @WalterIsaacson @biannagolodryga @CNN @NewsHour for having me on to talk about today’s energy crisis and Iran war.
Hormuz Closed, Yet European Gas Prices Remain Low
Hormuz remains shut. But European gas prices are still below the March high Futures fell Tuesday after the US downplayed the prospects of a return to active war with Iran (but Hormuz still shut) Weaker Asian demand has also helped to reduce...
Eco‑trained Data‑center Developer Blends Air‑cooled, Renewable Power
I’m the only developer of data centers on earth that graduated from environmental studies. I'm pretty aware of what these concerns are. They are around air, water use, heat, noise pollution. So sustainability is at the heart of what we...
US Navigates Ships Through Hormuz Like Google Maps
Can’t imagine why there is still confusion. To put it simply, the US will “guide” ships out of the Strait of Hormuz like Google maps guides you to your destination.
EU Funding Block Threatens Solar Supply, Risks Blackouts
EU blocks funds for key Chinese solar energy parts “In practice, this could mean a remote shutdown of member states’ networks leading to countrywide blackouts." Anything is possible...but.... https://t.co/FDkl759Yjg via @ft
Rising Oil and Rates Signal Impending Housing Collapse
Oil, rates, and housing – here's what I see coming: • Oil to $120-150 by fall • 10-year yield at 4.43% and climbing • Housing market about to get crushed • Higher fuel = recessionary You're spending the same but getting less." oil #economy #recession #housing...
Global Oil Liftings Rebound to Pre‑war Levels.
CHART OF THE DAY: Impressive chart via @Vortexa. On a 7-day moving average, global oil liftings (into tankers) have **recovered to their pre-war level** due to a surge in liftings in the Americas. (Of course, that's helped by massive stock...
More Money for Utilities Doesn't Mean More Grid Investment
Very important, more financial resources to utilities doesn’t always result in more actual resources into the electric grid
Project Freedom only Clears Outbound Tankers, Not Two‑way Flow
Project Freedom (the new US attempt to unblock the strait) is all about getting oil tankers out. So far, no indication the US is even contemplating a two-way traffic, with tankers going into the Persian Gulf. The later is a...
Whale Bets $15M Against Oil Despite $25M Gains
A whale sitting on $25M in profits just opened a massive $15M short position on Oil. Are they seeing something the market isn’t? 🤔 https://t.co/edFONfcNXK
Higher Oil Prices and Yields Aren’t That Scary
seems most folks get it... higher oil and yields are not as spooky as many folks want us to believe
Oil Spikes Above $100 as Hormuz Closure Persists
The Strait of Hormuz remains closed, with the flimsiest of ceasefires looking flimsier by the hour, and oil prices have jumped back above $100 a barrel. At times like these, it’s important to remember that things can still get much, much,...
Iran’s Existential Threat Fuels Erratic Response to US Strait Push
What's happening in the Strait of Hormuz this week is very significant. Iran is blockaded, while at the same time the US is trying to open up the Strait to Western ships. All this is an existential threat to Iran...
US Blockade Works, Opponents Serve Oil Lobby
There's a lot of animosity towards the US blockade, like in 2022 when many of the same people opposed the G7 cap on Russia. This stuff is just lobbying on behalf of the global oil industry. The blockade is working....
OAPEC Still Active, See Arab Energy Fund Details
Prof. @steve_hanke, OAPEC is NOT "Dead" as you stated in your tweet. A summary of of the organization, its activities, and investments is listed in the link in the tweet below. Here is the website for the Arab Energy Fund: https://t.co/Fk2VSTcdMB
IEA Gathers Global Ambassadors to Tackle Middle East Energy Crisis
Pleased to convene Ambassadors from countries across Africa, the Americas, Asia-Pacific, Europe & the Middle East to discuss the energy market impacts of the war in the Middle East @IEA will continue to support governments in responding to the largest energy...
Germany Launches €5 Bn Auction for Industrial Decarbonisation
Germany kicks off an auction to offer up to €5 billion to help heavy industries cut their carbon emissions https://t.co/2MKA0UuXtz
SEforALL Board Aligns Strategy Amid Shifting Geopolitics
Last week, the @SEforALLorg Board, leadership and partners met to reflect, assess the evolving geopolitical landscape, and align on the path forward in advancing #energyaccess for all and a global #energytransition. https://t.co/sMaYH08NPs
Brookfield Revives Stalled VC Summer Nuclear Reactors
Brookfield backs revival of stalled V.C. Summer reactors in nuclear delivery joint venture Get the full scoop here: https://t.co/Vn1v5Iugbs https://t.co/PBNZSOMqy5
Germany's Solar Glut Sparks Call to Cut Renewable Subsidies
Good Morning from Germany, where deeply negative energy prices due to solar glut are forcing a rethink of the energy transition, w/Economy Minister calling to end subsidies for excess renewable electricity after costs ran into the tens of millions last...
Peter Thiel Funds $1B Wave‑powered Ocean Data Centers
Get ready for an ocean full of....data centers?....Peter Thiel backs $1bn ocean data centre start-up powered by waves https://t.co/wZZ1Ll6grK via @ft
Renewables Ensure Energy Security Beyond Gulf Turmoil
Once renewables are built, they deliver power regardless of what happens in the Gulf. Energy security and clean energy are the same argument. 🎙️Was on Al Jazeera's Counting the Cost this week on how the Iran war is reshaping global energy. https://t.co/aCqud4oP8x
US Refining Tightness Fuels 2026 Margin Surge
US refining squeeze = opportunity: Post-2020 COVID closures + no major new builds since 1976 = tight capacity. Utilization ~90%, strong crack spreads boosting margins. Refiners like $VLO, $MPC, $PSX thriving in 2026.
Tax Windfall Oil Profits to Fund Climate Escape
Welcome to blood profits season: where every major fossil fuel company announces windfall profits thanks to mass murder and the 2nd global fossil fuel price crisis this decade. We cannot stay trapped in this cage. Time to escape. New Al Jazeera...
Diversified Energy Mix Calms Europe's 2026 Power Market
COLUMN: Ruinously high electricity bills became the defining image of Europe's energy crisis in 2022. So what's different this time? Thanks to nuclear, hydropower, solar, and better grids, European lectricity markets are calmer in 2026. @Opinion https://t.co/Ve1F7kIrNc
Europe's Wind Firms Turn to Retrofits, Solar, Storage
European wind developers are pivoting from new projects to repowering old sites and adding solar/storage. Smarter grid use, better output. The future is retrofit. 🌬️⚡ RenewableEnergy